{"id":22902,"date":"2020-05-08T14:30:54","date_gmt":"2020-05-08T14:30:54","guid":{"rendered":"https:\/\/www.process.st\/templates\/procurement-process-checklist-template\/"},"modified":"2024-02-29T02:08:17","modified_gmt":"2024-02-29T02:08:17","slug":"procurement-process-checklist-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/procurement-process-checklist-template\/","title":{"rendered":"Procurement Process Checklist Template"},"content":{"rendered":"<section id=\"introduction-to-procurement-process-checklist-template\">\n<h2>Introduction to Procurement Process Checklist Template:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o-EdA0k2EjVsw-kV3rpGHg.png\" alt=\"Procurement Process Checklist Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o-EdA0k2EjVsw-kV3rpGHg.png\"> <\/a><figcaption>\n     Procurement Process Checklist Template<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-blockquote\">\"<em>Procurement involves much more than just handing over the company credit card and paying for a purchase<\/em>\" - <a href=\"https:\/\/blog.procurify.com\/2014\/02\/07\/what-is-the-difference-between-procurement-and-purchasing\/\" rel=\"nofollow noopener\" target=\"_blank\">Procurify&nbsp;<\/a><\/p>\n<p>The basic purpose of procurement is to make sure that the organization buys the goods and services it needs, to operate in a profitable way.<\/p>\n<p>This involves <a href=\"https:\/\/quandarycg.com\/what-is-strategic-procurement\/\" rel=\"nofollow noopener\" target=\"_blank\">all sorts of activities<\/a>, ranging from <a href=\"https:\/\/www.cips.org\/cips-for-individuals\/what-is-procurement\/\" rel=\"nofollow noopener\" target=\"_blank\">sourcing materials<\/a> and services to developing relationships with key suppliers. But the biggest responsibility that a procurement department faces is giving the business confidence that the supplier they are working with is the<a href=\"https:\/\/www.rullion.co.uk\/employers\/knowledge-hub\/blog\/procurement\/the-value-of-procurement-after-a-contract-has-been-signed\/\" rel=\"nofollow noopener\" target=\"_blank\"> best supplier<\/a> for them.<\/p>\n<p>To help them do this, they follow a procurement process. This helps them to reduce prices, cut costs, identify better sources of supply, and make sure potential new suppliers are properly vetted.<\/p>\n<p>Although a company\u2019s procurement process will be influenced by factors like the company\u2019s size, industry, available human resources, and organizational structure, this <a href=\"https:\/\/www.process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> checklist will give you a complete procurement process. It will explain, step-by-step, how to identify the true needs of your organization, find the perfect supplier to fulfill those needs, and negotiate favorable contract terms and pricing.<\/p>\n<p><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong>&nbsp;It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;recurring tasks<\/a>, procedures, and workflows.<\/p>\n<p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/templates\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n<p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/p>\n<\/div>\n<\/section>\n<section id=\"enter-organization-details\">\n<h2>Enter organization details<\/h2>\n<div class=\"text-content\">\n<p>Enter your company's details in the fields below.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Department <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of procurement checklist <\/label><\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"identify-the-goods-and-services-to-procure\">\n<h2>Identify the Goods and Services to Procure:<\/h2>\n<\/section>\n<section id=\"establish-what-the-business-needs\">\n<h2>Establish what the business needs<\/h2>\n<div class=\"text-content\">\n<p>Use this <a href=\"https:\/\/www.process.st\/templates\/business-needs-assessment-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Business Needs Assessment Template<\/a> to conduct a business needs assessment to determine what the business needs.&nbsp;<\/p>\n<p>Once you have done that, enter the business needs in the fields below.&nbsp;<\/p>\n<p class=\"style-info\" style=\"text-align: center;\">If you have more than five business needs, you can add additional form fields to capture these. Find out how to do this <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-adding-form-fields\/\" rel=\"nofollow noopener\" target=\"_self\">here.<\/a>&nbsp;<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business need 1 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business need 2 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business need 3 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business need 4 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business need 5 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"confirm-which-business-need-you-are-procuring-for\">\n<h2>Confirm which business need you are procuring for<\/h2>\n<div class=\"text-content\">\n<p>Out of the business needs you identified in task 4, select the top priority business need that you need to procure goods and services for.<\/p>\n<p>Enter this need into the field below.&nbsp;<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Priority business need <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"establish-what-goodsservices-are-needed\">\n<h2>Establish what goods\/services are needed<\/h2>\n<div class=\"text-content\">\n<p>In the fields below, list the goods\/services you need to procure to meet the priority business need you identified in task 5 and establish the costs.&nbsp;<\/p>\n<p class=\"style-warning\" style=\"text-align: center;\"><strong>{{form.Priority_business_need}}<\/strong><\/p>\n<p>When listing the goods\/services, think about the following:<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      How will the goods\/services deliver value for money?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What are the estimated costs for these goods\/services?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What are the estimated benefits of procuring these goods\/services?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      How do these goods\/services reflect the&nbsp;priorities of the business?<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Goods\/services needed to fulfill the business needs <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Costs of these goods\/services <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"approval-of-purchase-request\">\n<h2>Approval of Purchase Request:<\/h2>\n<\/section>\n<section id=\"send-a-purchase-request-to-purchasing\">\n<h2>Send a purchase request to purchasing<\/h2>\n<div class=\"text-content\">\n<p>Using the email widget below, send a purchase request, to the purchasing\/finance department, for the procurement of the following items:&nbsp;<\/p>\n<p><strong>{{form.Goods\/services_needed_to_fulfill_the_business_needs}}&nbsp;<\/strong><\/p>\n<p>This purchase request will be reviewed by the procurement\/finance team. Assign the next task to the person who will be reviewing this. This will enable them to either approve or reject it using the approval feature.<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Approved requests will become purchase orders (PO's).<br \/>\nRejected requests will be sent back to you with a reason for the rejection.<\/strong><\/p>\n<\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Send a purchase request to purchasing<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"receive-purchase-order\">\n<h2>Receive purchase order<\/h2>\n<div class=\"text-content\">\n<p>Once your purchase request has been approved, you should receive a PO for the goods\/services you want to procure.<\/p>\n<p>Upload this PO in the field below and store it&nbsp;in a central location as you will need this further down the process.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload PO <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"selection-of-supplier\">\n<h2>Selection of Supplier:<\/h2>\n<\/section>\n<section id=\"make-a-list-of-all-suitable-potential-suppliers\">\n<h2>Make a list of all suitable potential suppliers<\/h2>\n<div class=\"text-content\">\n<p>Once you have received your PO, create a list of suitable suppliers for the goods\/services you want to procure.&nbsp;<\/p>\n<p>Once you have created this list, store it somewhere central so you have a record of suppliers for future procurement activities, and add the file location\/url to the field below.<\/p>\n<p class=\"style-danger\" style=\"text-align: center;\"><strong>Make sure you keep this supplier list updated.&nbsp;<\/strong><\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List all potential suppliers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"send-request-for-quotation-to-suppliers\">\n<h2>Send request for quotation to suppliers<\/h2>\n<div class=\"text-content\">\n<p>Now you have your list of suppliers, use the email widget below to send a request for quotation (RFQ) to each one.<\/p>\n<p>Make sure you include as much detail about the potential order as possible so the supplier can give an accurate quotation and you avoid any misunderstandings later down the line.&nbsp;<\/p>\n<p>Include details such as:&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Quantity<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Timings<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Expected quality<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Location<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Preferred delivery method<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\">Your intention with this task is to narrow your list of suppliers down.<br \/>\nYou want to end up with a shortlist, so you can compare each one and select the best fit in terms of cost and value for money.<\/p>\n<\/div>\n<\/section>\n<section id=\"create-a-shortlist-of-suppliers\">\n<h2>Create a shortlist of suppliers<\/h2>\n<div class=\"text-content\">\n<p>Once you have received quotations from your suppliers, list the top three in the fields below.&nbsp;<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Supplier 1 <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Supplier 2 <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Supplier 3 <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"research-and-compare-shortlisted-suppliers\">\n<h2>Research and compare shortlisted suppliers<\/h2>\n<div class=\"text-content\">\n<p>Now you have your top three suppliers, you need to research and compare each one so you can choose the best supplier for your company.<\/p>\n<p>List the positives and the negatives for each supplier in the fields below.&nbsp;<\/p>\n<p>It's not just about getting the cheapest deal, it's about getting the best value for money, so don't forget to research and take into the account the following when making your comparisons:<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Logistic capabilities<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Distribution model<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Experience<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Company size<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Customer reviews<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Price<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p><strong>Supplier 1. {{form.Supplier_1_2}}<\/strong><\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List the positives for this supplier <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List the negatives for this supplier <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-content\">\n<p><strong>Supplier 2. {{form.Supplier_2}}<\/strong><\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List the positives for this supplier <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List the negatives for this supplier <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-content\">\n<p><strong>Supplier 3. {{form.Supplier_3}}<\/strong><\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List the positives for this supplier <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List the negatives for this supplier <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"select-the-perfect-supplier\">\n<h2>Select the perfect supplier<\/h2>\n<div class=\"text-content\">\n<p>Once you have researched and compared each supplier, you should now be in a position to choose the best supplier for your company and for the goods\/services you need to procure.&nbsp;<\/p>\n<p>Confirm the supplier you have chosen and enter the following details about them in the fields below.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Chosen supplier <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Supplier contact name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Supplier contact contact number <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"negotiation--contract\">\n<h2>Negotiation &amp; Contract:<\/h2>\n<\/section>\n<section id=\"decide-time-frame\">\n<h2>Decide time frame<\/h2>\n<div class=\"text-content\">\n<p>Now you have chosen {{form.Chosen_supplier}} to supply {{form.Goods\/services_needed_to_fulfill_the_business_needs}}, you are now ready to create the contract and start negotiating the terms and conditions of your procurement order.&nbsp;<\/p>\n<p>First thing you need to decide on is a timeline.<\/p>\n<p>Answer the below questions to get this straight in your mind before adding your timings to the contract.&nbsp;<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> When do you need to receive the goods\/services by? <\/label><\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is there any contingency with this date? <\/label> <select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> If yes, state how many days you will allow as a contingency <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"decide-delivery-method\">\n<h2>Decide delivery method<\/h2>\n<div class=\"text-content\">\n<p>Next, you need to identify what your delivery preferences are.&nbsp;<\/p>\n<p>Answer the below questions to get this straight in your mind before adding your preferred delivery method to the contract.&nbsp;<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your preferred delivery method <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reasons for this preferred delivery method <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"decide-costs\">\n<h2>Decide costs<\/h2>\n<div class=\"text-content\">\n<p>Finally, you must decide how much you are prepared to pay for the goods\/services.&nbsp;<\/p>\n<p>You know how much internally you are prepared to pay for these goods\/services: {{form.Costs_of_these_goods\/services}}, and you know how much the supplier is expecting to receive for the goods\/services.&nbsp;<\/p>\n<p>Discuss both costs internally, with the procurement team, and establish a reasonable cost.<\/p>\n<p>It may be exactly what they have asked for, it may beslightly less or slightly more, or it may be somewhere between the two.&nbsp;<\/p>\n<p>Once you have agreed on a cost for the goods\/services, answer the following question, and add the cost and reason you are prepared to pay this amount to the contract.&nbsp;<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are you prepared to pay for this? <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why have you decided on this cost? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"send-contract-for-internal-approval\">\n<h2>Send contract for internal approval<\/h2>\n<div class=\"text-content\">\n<p>Now you have completed the contract, upload it in the field below and send it for internal approval using the email widget below.&nbsp;<\/p>\n<p>Assign the next task to the person who will be reviewing the contract. This will enable them to either approve or reject it using the approval feature.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload supplier contract <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"approval-2\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Send contract for internal approval<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"send-contract-to-supplier\">\n<h2>Send contract to supplier<\/h2>\n<div class=\"text-content\">\n<p>Once you have received internal approval for the contract, send it to {{form.Chosen_supplier}}using the email widget below.<\/p>\n<\/div>\n<\/section>\n<section id=\"sign-contract\">\n<h2>Sign contract<\/h2>\n<div class=\"text-content\">\n<p>Once the supplier has signed the contract and sent it back, you now need to sign it, scan it, and re-upload it in the field below.&nbsp;<\/p>\n<p>Don't forget to store the contract in a central location.&nbsp;<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload signed contract <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"send-the-po-to-the-supplier\">\n<h2>Send the PO to the supplier<\/h2>\n<div class=\"text-content\">\n<p>Now the contract has been signed by both parties, you can send the supplier the PO you received from the purchasing\/finance team, so they can process the order their end.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"receive-goods--services\">\n<h2>Receive Goods &amp; Services:<\/h2>\n<\/section>\n<section id=\"inspect-the-delivered-goods\">\n<h2>Inspect the delivered goods<\/h2>\n<div class=\"text-content\">\n<p>Once you have received the goods\/services, you then need to examine the order&nbsp;and notify the supplier of any issues with the received items.<\/p>\n<p>Answer the following questions to determine if there are any issues that the supplier should be notified about.&nbsp;<\/p>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Was the order delivered on time? <\/label> <select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Was the method of delivery correct? <\/label> <select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Were there any issues with order? <\/label> <select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>If you are happy with the goods\/services received scan and store the order receipt\/ packaging slip in a centralized place.<\/strong><\/p>\n<p><strong>(make sure the file is appropriately named so it is easy to find)<\/p>\n<p><\/strong><strong>Then, upload the scanned receipt in the field below.<br \/>\n<\/strong><strong><\/strong><\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload receipt <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"notify-the-supplier-of-issues\">\n<h2>Notify the supplier of issues<\/h2>\n<div class=\"text-content\">\n<p>Notify the supplier of any issues you found with the order, using the email widget below.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"update-your-supplier-list\">\n<h2>Update your supplier list<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\" style=\"text-align: center;\"><strong>Make sure you upda<\/strong><strong>te the list of suppliers with the issues you found with the order.<\/strong><\/p>\n<p style=\"text-align: center;\"><strong>{{form.URL\/file_location_of_the_supplier_list}}&nbsp;<\/strong><\/p>\n<\/div>\n<\/section>\n<section id=\"receive-the-supplier-invoice\">\n<h2>Receive the supplier invoice<\/h2>\n<div class=\"text-content\">\n<p>Once you have received the goods\/services and you are satisfied, you will receive an invoice from the supplier.&nbsp;<\/p>\n<p>Scan this, store it somewhere central, and upload it into the field below.&nbsp;&nbsp;<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload supplier invoice <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"threeway-matching\">\n<h2>Three-Way Matching:<\/h2>\n<\/section>\n<section id=\"conduct-threeway-matching\">\n<h2>Conduct three-way matching<\/h2>\n<div class=\"text-content\">\n<p>Now, you need to reconcile the purchase order, the receipt, and the invoice to make sure there are no discrepancies and that the transaction is accurate.&nbsp;&nbsp;<\/p>\n<p><strong>{{form.Upload_PO}}<\/strong><\/p>\n<p><strong>{{form.Upload_receipt}}<\/strong><\/p>\n<p><strong>{{form.Upload_supplier_invoice}}<\/strong><\/p>\n<p>If the above all line-up, then you will be able to approve the invoice in the next task.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"approve-supplier-payments\">\n<h2>Approve Supplier Payments:<\/h2>\n<\/section>\n<section id=\"approval-3\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Conduct three-way matching<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"send-invoice-to-accounts\">\n<h2>Send invoice to accounts<\/h2>\n<div class=\"text-content\">\n<p>Now you have approved the invoice and ensured that the transaction was accurate, send the invoice to accounts for processing using the email widget below as a guide.&nbsp;&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"record-keeping\">\n<h2>Record Keeping:<\/h2>\n<\/section>\n<section id=\"store-your-documents-centrally\">\n<h2>Store your documents centrally<\/h2>\n<div class=\"text-content\">\n<p>Throughout this process, you should have been storing all procurement documentation, such as PO's, invoices, supplier details, contracts, etc.. in one central location.<\/p>\n<p>Doing this creates efficiencies for future procurement endeavors and gives complete transparency over your procurement activity.<\/p>\n<p>Check you have the following documentation for this procurement stored somewhere centrally and provide the URL\/file location for this location in the field below.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Purchase order<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Receipt<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Invoice<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Supplier information<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Contract<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Sources<\/h4>\n<ul>\n<li><a href=\"https:\/\/www.cips.org\/cips-for-individuals\/what-is-procurement\/\" rel=\"nofollow noopener\" target=\"_blank\">Supply Management - What is Procurement?<\/a><\/li>\n<li><a href=\"https:\/\/www.cips.org\/supply-management\/news\/2017\/april\/procurement-101-top-tips-for-junior-and-non-professional-buyers\/\" rel=\"nofollow noopener\" target=\"_blank\">Supply Management - The six fundamentals of procurement<\/a><\/li>\n<li><a href=\"https:\/\/www.procurify.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Procurify<\/a> - <a href=\"https:\/\/blog.procurify.com\/2014\/02\/07\/what-is-the-difference-between-procurement-and-purchasing\/\" rel=\"nofollow noopener\" target=\"_blank\">What is the Difference Between Procurement and Purchasing?<\/a><\/li>\n<li><a href=\"https:\/\/blog.procurify.com\/2014\/09\/16\/stages-procurement-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Procurify - Procurement Process 101: The Stages in the Procurement Process<\/a><\/li>\n<li><a href=\"https:\/\/home.kpmg\" rel=\"nofollow noopener\" target=\"_blank\">KPMG<\/a> - <a href=\"https:\/\/assets.kpmg\/content\/dam\/kpmg\/pdf\/2012\/07\/the-power-of-procurement-a-global-survey-of-procurement-functions.pdf\" rel=\"nofollow noopener\" target=\"_blank\">The Power of Procurement&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.oracle.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Oracle<\/a> - <a href=\"https:\/\/www.oracle.com\/uk\/applications\/erp\/what-is-procurement.html\" rel=\"nofollow noopener\" target=\"_blank\">What Is a Procurement Management System?<\/a><\/li>\n<li><a href=\"https:\/\/www.quora.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Quora<\/a> - <a href=\"https:\/\/www.quora.com\/What-are-the-types-of-procurement\" rel=\"nofollow noopener\" target=\"_blank\">What are the types of procurement?<\/a><\/li>\n<li><a href=\"https:\/\/leanpub.com\/\" rel=\"nofollow noopener\" target=\"_blank\">LeanPub<\/a> - <a href=\"https:\/\/leanpub.com\/procurement-principles-categories-and-methods\/read\" rel=\"nofollow noopener\" target=\"_blank\">Public Procurement: Principles, Categories, and Methods<\/a><\/li>\n<li><a href=\"http:\/\/besipae.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Besipa<\/a> - <a href=\"http:\/\/besipae.org\/index.php\/en\/j-stuff\/proc-procedures\" rel=\"nofollow noopener\" target=\"_blank\">Procurement Procedures&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.method123.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Method123<\/a> - <a href=\"https:\/\/www.method123.com\/procurement-management.php\" rel=\"nofollow noopener\" target=\"_blank\">Procurement Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.supplychaindigital.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Supply Chain<\/a> - <a href=\"https:\/\/www.supplychaindigital.com\/supply-chain-management\/transformation-digital-procurement\" rel=\"nofollow noopener\" target=\"_blank\">The Transformation Of Digital Procurement<\/a><\/li>\n<li><a href=\"https:\/\/www.cips.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Supply Management<\/a> - <a href=\"https:\/\/www.cips.org\/supply-management\/analysis\/2018\/april\/five-lessons-from-procurement-disasters\/\" rel=\"nofollow noopener\" target=\"_blank\">Five lessons from procurement disasters<\/a><\/li>\n<li><a href=\"https:\/\/www.raconteur.net\/\" rel=\"nofollow noopener\" target=\"_blank\">Raconteur<\/a> - <a href=\"https:\/\/www.raconteur.net\/manufacturing\/10-supply-chain-disasters\" rel=\"nofollow noopener\" target=\"_blank\">10 supply chain disasters<\/a><\/li>\n<li><a href=\"https:\/\/procurementclassroom.com\/\" rel=\"nofollow noopener\" target=\"_blank\">The Procurement ClassRoom<\/a> - <a href=\"https:\/\/procurementclassroom.com\/public-procurement-principles\/\" rel=\"nofollow noopener\" target=\"_blank\">Public Procurement Principles<\/a><\/li>\n<li><a href=\"http:\/\/www.tradeready.ca\/\" rel=\"nofollow noopener\" target=\"_blank\">Trade Ready<\/a> - <a href=\"http:\/\/www.tradeready.ca\/2017\/fittskills-refresher\/7-steps-of-a-strategic-procurement-process\/\" rel=\"nofollow noopener\" target=\"_blank\">The 7 steps of a strategic procurement process<\/a><\/li>\n<li><a href=\"https:\/\/www.cips.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Supply Management<\/a> - <a href=\"https:\/\/www.cips.org\/supply-management\/opinion\/2014\/february\/the-10-primary-principles-of-sustainable-procurement\/\" rel=\"nofollow noopener\" target=\"_blank\">The 10 primary principles of sustainable procurement<\/a><\/li>\n<li><a href=\"https:\/\/www.rullion.co.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">Rullion<\/a> - <a href=\"https:\/\/www.rullion.co.uk\/employers\/knowledge-hub\/blog\/procurement\/the-value-of-procurement-after-a-contract-has-been-signed\/\" rel=\"nofollow noopener\" target=\"_blank\">The value of procurement after a contract has been signed<\/a><\/li>\n<li><a href=\"https:\/\/www.felp.ac.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">Crescent Learning<\/a> - <a href=\"https:\/\/www.felp.ac.uk\/content\/why-procurement-important\" rel=\"nofollow noopener\" target=\"_blank\">Why is procurement important?<\/a><\/li>\n<li><a href=\"https:\/\/www.achilles.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Achilles<\/a> - <a href=\"https:\/\/www.achilles.com\/industry-insights\/5-ways-procurement-professionals-can-add-value-to-their-business-right-now\/\" rel=\"nofollow noopener\" target=\"_blank\">5 ways procurement professionals can add value to their business right now<\/a><\/li>\n<li><a href=\"https:\/\/www.bain.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Bain &amp; Company<\/a> - <a href=\"https:\/\/www.bain.com\/insights\/digital-procurement-the-benefits-go-far-beyond-efficiency\/\" rel=\"nofollow noopener\" target=\"_blank\">Digital Procurement: The Benefits Go Far Beyond Efficiency<\/a><\/li>\n<li><a href=\"https:\/\/www.itproportal.com\/\" rel=\"nofollow noopener\" target=\"_blank\">IT ProPortal<\/a> - <a href=\"https:\/\/www.itproportal.com\/news\/procurement-failures-costing-uk-businesses-millions\/\" rel=\"nofollow noopener\" target=\"_blank\">Procurement failures costing UK businesses millions<\/a><\/li>\n<li><a href=\"https:\/\/www.information-age.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Information Age<\/a> - <a href=\"https:\/\/www.information-age.com\/it-procurement-mistakes-blamed-for-project-failures-295936\/\" rel=\"nofollow noopener\" target=\"_blank\">IT procurement mistakes blamed for project failures<\/a><\/li>\n<li><a href=\"https:\/\/www.procurementleaders.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Procurement Leaders<\/a> - <a href=\"https:\/\/www.procurementleaders.com\/blog\/rachel-sharp\/lessons-from-kfcs-supply-chain-woes--682157#.XrQmG6hKiUl\" rel=\"nofollow noopener\" target=\"_blank\">Lessons from KFC\u2019s supply chain woes<\/a><\/li>\n<li><a href=\"https:\/\/www.cips.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Supply Management<\/a> - <a href=\"https:\/\/www.cips.org\/supply-management\/opinion\/2019\/september\/90-of-procurement-software-rollouts-end-in-failure\/\" rel=\"nofollow noopener\" target=\"_blank\">90% of procurement software rollouts end in failure<\/a><\/li>\n<li><a href=\"https:\/\/www.zycus.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Zycus<\/a> - <a href=\"https:\/\/www.zycus.com\/blog\/procurement-technology\/you-didnt-know-these-7-steps-of-an-effective-procurement-process.html\" rel=\"nofollow noopener\" target=\"_blank\">You didn't know these 7 steps of an effective procurement process<\/a>&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Related Checklists<\/h4>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/purchase-order-workflow-template-5\/\" rel=\"nofollow noopener\" target=\"_blank\">Purchase Order Workflow Template<\/a><\/li>\n<li><a href=\"https:\/\/docs.oracle.com\/cd\/A60725_05\/html\/comnls\/us\/po\/powkflw.htm\" rel=\"nofollow noopener\" target=\"_blank\">Oracle - Workflow for Creating Purchase Orders and Releases<\/a><\/li>\n<li><a href=\"https:\/\/help.sap.com\/doc\/saphelp_srm70\/7.0\/en-US\/4d\/59f2bc09ae5dc6e10000000a42189c\/content.htm?no_cache=true\" rel=\"nofollow noopener\" target=\"_blank\">SAP - Workflows for Purchase Orders<\/a><\/li>\n<li><a href=\"https:\/\/blog.procurify.com\/2013\/09\/23\/all-you-ever-needed-to-know-about-purchase-orders\/\" rel=\"nofollow noopener\" target=\"_blank\">Kenneth Loi - All You Ever Need to Know About Purchase Orders<\/a><\/li>\n<li><a href=\"https:\/\/www.purchasecontrol.com\/blog\/purchase-order-process\/\" rel=\"nofollow noopener\" target=\"_blank\">PurchaseControl - Purchase Order Process Steps<\/a><\/li>\n<li><a href=\"https:\/\/www.purchasecontrol.com\/blog\/purchase-requisition-vs-purchase-order\/\" rel=\"nofollow noopener\" target=\"_blank\">PurchaseControl - Difference Between a Purchase Requisition &amp; Purchase Order<\/a><\/li>\n<li><a href=\"https:\/\/smallbusiness.chron.com\/purchase-order-work-40933.html\" rel=\"nofollow noopener\" target=\"_blank\">Neil Kokemuller - How Does a Purchase Order Work<\/a><\/li>\n<li><a href=\"https:\/\/www.procuredesk.com\/purchase-order-system\/\" rel=\"nofollow noopener\" target=\"_blank\">ProcureDesk - Purchase Order System: Benefits of Purchasing Automation<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/supply-chain-management-procedures-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Supply Chain Management Procedures<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">SLA Management Checklist Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/order-fulfillment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Fulfillment<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Processing Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/vendor-management-supplier-evaluation\/\" rel=\"nofollow noopener\" target=\"_blank\">Vendor Management: Supplier Evaluation<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/vendor-management-contract-negotiation\/\" rel=\"nofollow noopener\" target=\"_blank\">Vendor Management: Contract Negotiation<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/service-level-agreement-template-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Service Level Agreement Template Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sla-metrics-tracking\/\" rel=\"nofollow noopener\" target=\"_blank\">SLA Metrics Tracking Process Template<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Procurement Process Checklist Template: Procurement Process Checklist Template \"Procurement involves much more than just handing over the company credit card and paying for a purchase\" - Procurify&nbsp; The basic purpose of procurement is to make sure that the organization buys the goods and services it needs, to operate in a profitable way. This [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":22903,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"39","template_description":"Procure goods or services to meet business needs.","template_id":"lVJt2kmZKVnHR3NCv8ZJpQ","task_0":"Introduction to Procurement Process Checklist Template:","task_slug_0":"introduction-to-procurement-process-checklist-template","task_1":"Enter organization details","task_slug_1":"enter-organization-details","task_2":"Identify the Goods and Services to Procure:","task_slug_2":"identify-the-goods-and-services-to-procure","task_3":"Establish what the business needs","task_slug_3":"establish-what-the-business-needs","task_4":"Confirm which business need you are procuring for","task_slug_4":"confirm-which-business-need-you-are-procuring-for","task_5":"Establish what 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