ProcurementFlow

How to create a Purchase Request

In ProcurementFlow you can receive Purchase Requests by email or create it manually.

1. After setting up an email flow to ProcurementFlow, requesters can send their purchase requests and it will automatically appear on ProcurementFlow Kanban board.

2. If you would like to create a purchase request manually, you can click on (+) icon to create an item for a purchase request.

3. Click on (+) ProcurementFlow will direct you to the screen shown below for you to enter the items for the purchase request. You can add product, service, and upload Excel files.

4. When you are uploading an Excel file, the file has to be in the format, which is provided on the bottom of the screen. After restructuring your Excel file you can upload it by dragging and dropping the file on SPREADSHEET TO IMPORT section to import the data. Click Import when finished.

5. Now, as you can see on the screen below the item has been added to the purchase request.

6. If you wish to add more items to your Purchase Request you can visit How to add Items on a Purchase Request.

Help Center

Quick Videos

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1. Getting Requests in

Learn how to collect request in one place. Getting your request from email will make your procurement more streamlined.

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2. Assigning Work on your remote team

Learn how to assign Purchase Requests among your teammates for an effective work distribution.

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3. Getting Approvals

Tired of waiting for a pending approval requests? Learn how ProcurementFlow solve this problem for you.

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4. Doing fast RFI Strategic Sourcing

Learn how to implement strategic sourcing through effective RFI processes.

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5. Issuing PO

Are you overwhelmed by the number of PO's you have to issue? Issuing PO with ProcurementFlow is as easy as ABC.

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6. Receiving

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

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7. Invoice

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

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8. Procurement Bird'd eye view

ProcurementFlow provides you with necessary tools in order to take a full control over your procurement.

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9. Send PR via Requester Portal

On ProcurementFlow, requesters can, now, send request from Requester Portal without having to go through many hoops to submit their requests.

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How to create a Purchase Request

Help Center

Quick Videos

Getting Started - How suppliers can submit offers

API documentation

Getting Started - How suppliers can upload prices with excel import

Video: 30 minute walkthrough

Video: eSourcing 3 minute overview

Getting Started - How to forward incoming email to ProcurementFlow

Getting Started - How to add a new supplier contact person

Getting Started - How to add/edit a new supplier

Getting Stated - How to add/edit a new user

Getting Started - How to edit My Info

Getting Started - Filling out company details

How to create a Purchase Request

How to initiate/manage Approval Workflow

How to add items on a purchase request

How to assign purchase requests to your teammates

How to utilize the filtering option

How to send RFI/RFQ/RFP to multiple suppliers

How to utilize Collaboration Feed

How to issue PO

How to track your goods in Receiving

How to manage invoices

How to create PR from Excel (Bill of Materials - BOM)

How to import Suppliers to ProcurementFlow SRM

How to start an eSourcing event

How to change language settings in ProcurementFlow with Google Translate Chrome Extension

Getting started videos

Product

Solutions

Info