Quick steps to get started with Procurement project templates:
Create Project with Procurement Template
This template comes with 9 pre-defined status:
New Requisition
In Review
Rejected
Resubmitted
Approved
Quote Requested
Quote Approved
PO Released
Order Received
Board will be the default view for all your Procurement requests.
You can add new status from the Kanban view, from the status workflow page or change to another pre-defined workflow from the project page.
Kick start your procurement requests with the "New Requisition" status.
Select the task type as “license, equipment, travel, hardware” etc. for each new request.
Provide a timeline, estimated hour and assign to your purchasing specialists.
Once you receive the request, drag and drop to update the request progress.
Any status change in any tasks will be automatically move the task to the respective status column in Kanban view.
Track progress of all your procurement requests and fulfil them successfully.
TRY
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