Internal Purchase Order Request
Estimated Time: 3-7 business days | Difficulty: Beginner | Team Size: 2-4 people | Roles: Employee, Finance Manager, CFO...
15 steps
3 fields
14 automations
Other purchasing
New Equipment Purchasing
Run this process everytime you want to give a basic structure for a "New Equipment Purchasing" Subject to employees
9 steps
Process steps
1
Complete supplies purchase requisition form
5 days from previous step
*insert template*
2
Submit for approval
5 days from previous step
*insert template*
3
Receive PO
5 days from previous step
*insert template*
4
Contact vendor and submit order
5 days from previous step
*insert template*
5
Justify the need
1 day from previous step
Document why this equipment is necessary. What problem does it solve? What is the business case? Include productivity gains, cost savings, or capability needs. Build a justification that can survive budget scrutiny. Good justifications get approved faster.
6
Define specifications
1 day from previous step
List the technical requirements and features needed. Do not over-spec or under-spec. Consider future needs but avoid paying for features you will never use. Get input from end users about what they actually need. Requirements drive the selection.
7
Evaluate options
1 day from previous step
Research vendors and products that meet your requirements. Get quotes from multiple suppliers. Compare total cost of ownership including maintenance, training, and support. Check references and reviews. Consider lease versus buy options.
8
Get approvals
1 day from previous step
Route the purchase request through proper approval channels. Include justification, specifications, quotes, and vendor recommendation. Higher dollar amounts typically need higher approval levels. Answer questions promptly to avoid delays.
9
Process and deploy
1 day from previous step
Once approved, issue the purchase order and track delivery. Inspect equipment on arrival. Complete installation and configuration. Train users on proper operation. Update asset records. Schedule maintenance as required.
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