This workflow template illustrates the analysis, approval and purchasing of goods or services to meet company needs. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Purchasing process.
Related KPIs : Demand Forecast Accuracy, On-Time Supplier Delivery Rate, Spend Under Management (SUM), Supplier Order Documentation Accuracy Rate
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).
Download a Sample Purchasing
Frequently Asked Questions
Q: How do you create your Workflow Templates?
A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.
Q: What can a Workflow Template do for me?
A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!
Q: What’s in the box when I buy one?
A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).
Q: Your download-able templates look great. But I need something custom. Can you help?
A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (firstname.lastname@example.org) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.