Purchasing Workflow Template

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Overview: Purchasing Workflow Template

This workflow template illustrates the analysis, approval and purchasing (i.e., procurement) of goods or services to meet company needs. Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. Customize the workflow fit your organization, or use it to better understand the Purchasing process.

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Process Details and FAQ: Purchasing

What is 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).

Which KPIs, or metrics, are typically used to measure this process?

The following metrics are typically used to measure the Purchasing process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Purchasing process:

  • Requesting Party
  • Purchasing Agent (or, Procurement Officer)
  • Purchasing Manager
  • IT Department Staff
  • Finance Department Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the document in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template



    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0


    Call: 844-650-2888

    Email: info@opsdog.com

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