Meeting agendas
Run this process every time you want to take an employee through how to create a meeting agenda...
6 steps
Other meeting admin
Ordering Supplies
Run this process every time you want to order supplies
11 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
Amend order to meet requirements
5 days from previous step
**insert template**
4
Submit approved purchase requisition form and request PO
5 days from previous step
**insert template**
5
Receive PO
5 days from previous step
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6
Contact vendor and submit order
5 days from previous step
**insert template**
7
Check current inventory
1 day from previous step
Before ordering, verify what you actually have on hand. No point ordering something you have plenty of. Check storage areas, supply closets, and with coworkers. Running out is bad, but overstocking ties up budget and space.
8
Compile the order list
1 day from previous step
Gather requests from team members. Check standard items that need regular replenishment. Review minimum stock levels and reorder points. Consolidate similar items. Batch orders to reduce shipping costs and admin time.
9
Use preferred vendors
1 day from previous step
Order from approved vendors to get negotiated pricing and terms. Check if items are on any contracted catalogs first. Using random vendors costs more and creates accounting headaches. If you need something from a new vendor, get procurement approval first.
10
Get approval and order
1 day from previous step
Submit for approval if required by policy. Include item list, quantities, and total cost. Once approved, place the order and save confirmation. Track the expected delivery date. Keep the receipt for expense reporting.
11
Receive and stock
1 day from previous step
Check delivered items against your order - right items, right quantities, no damage. Report any discrepancies immediately. Stock items in their proper locations. Update inventory records. Distribute to requesters as appropriate.
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