Templates
Office & Administration
Purchase Order Workflow Template

Purchase Order Workflow Template

Run this checklist when a purchase order needs to be issued to a supplier
1
Introduction:
2
Preparation:
3
Record basic details
4
Create the purchase requisition
5
Approval (buyer):
6
Approval: Manager
7
Approval: Finance team
8
Creation:
9
Create the purchase order
10
Inform the supplier the order is ready for approval
11
Approval (supplier):
12
Approval: Supplier
13
Final steps:
14
Confirm delivery date
15
Send details to the receiving department
16
File the purchase order for internal records
17
Sources:
18
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