A purchase approval workflow routes spending requests through review, budget verification, and sign off before an order is placed. Handled by email and spreadsheets, it creates delays, lost messages, and unclear approval status.
An automated version captures requests, checks budget, routes approvals, and generates the purchase order without manual chasing. Requesters get faster answers and finance keeps a clean audit trail.
The full workflow, from trigger to completion.
Employee submits vendor, item, and cost details through a structured intake form.
Logs the request and checks remaining budget.
For requests over the threshold, a second approver gets a message and approves or rejects in one click.
Aggregates the manager and second-approver responses into a single approved or rejected outcome.
Requester and finance get an automatic email confirming the outcome and any next steps.
Creates the purchase order directly and archives the approval trail.
Vendor receives the finalised purchase order and delivery date by email automatically.
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