Procurement Department Workflows

Procurement Department Business Process Definitions & Templates

  • Workflow Template / Procurement

    Customer & Vendor Setup
    Customer & Vendor Setup processes are triggered when sales (customer setups) or procurement (vendor setups) staff members send requests to master data management employees for new customers/vendors to be added to company systems. Once the request has been received, master data staff members validate all required information and check to make sure that the customer/vendor is not already setup in the system. Once all the requisite information has been input, the requestor (sales or procurement staff) is asked to do a final pass to verify the information. This process may also include adjustments to existing vendor or customer accounts.
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Procurement / Inventory Management & Control

    Inventory Replenishment
    Inventory Replenishment is a process that involves the analysis of inventory levels and subsequent restocking or replenishment (if needed). Includes item requests (by phone, fax, e-mail, from stores, etc.), inventory data collection (from retail or outlet stores), SKU checks, missing component identification (ensure that items are not available in the warehouse before appropriate action is taken) and purchase order (PO) generation. If requested items are not available, analysts must cut the order to the number of units available.
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Procurement

    New Contract Setup
    New Contract Setup is a process that focuses on the request, setup and documentation of new vendor contracts specific to a certain project. The process includes creating cost estimates as well as new contract inspection, setup and documentation.
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Procurement

    Purchasing
    The purchasing process involves the analysis, approval and purchasing of goods or services to meet company needs. Includes requisition form completion, purchase approval by the Finance Department (all requested items should be logged into the company's systems), delivery confirmation, invoicing (received invoices should be compared to Purchase Orders to ensure accuracy) and related documentation or reporting. Once the appropriate department receives the requested products or service, packaging slips should be forwarded to the Procurement Department (in the case of the IT Department, employees should install received hardware/software before forwarding the packaging slips).
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Procurement / Vendor Compliance & Audit

    Vendor Compliance
    Vendor Compliance is a process that involves the collection of vendor information and their subsequent review and usage approval. This process includes an investigation into undeliveragle items such as checks (ensure that the information presented in the undeleverable item is accurate), review vendor documentation for compliance, review information associated with the vendor's tax identification number, vendor information corrections (if needed) and the approval or rejection of the vendor's services.
    File Formats Available: PDF, Visio, PowerPoint | See More

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