Another week, another use case template 😊
Today, let’s talk about Procurement!
- Use Case: Procurement.
- Can be used by: Operations team.
- How to launch: From the space creation dialogue.
- Functionality used: Folders, projects, tasks, a custom workflow, a request form, a dashboard, and reports.
- What’s inside: A Purchase Order request, folders for new, active, completed, on-hold, and canceled requests, a useful procurement template that’s used in the request form, and tools for tracking purchase requests.
- Additional resources:
- The Complete Guide to Vendor Management on the Wrike blog.
- Well-Oiled Machine: How Brands Can Improve Relationships With Agencies and Vendors on the Wrike blog.
After launching this template, you’ll see the folder structure that consists of a separate folder for each stage a procurement request can be in. The first folder - “New Requests” also contains subfolders used as tags to indicate the importance level of a request.
New projects are created in this folder after an employee submits a Purchase Order request form. This request form uses the Procurement template that consists of seven stages, each represented by a task with some useful information and tips for your procurement process.
This request form covers a pretty extensive list of questions and inputs required to make sure that the Operations team has all the necessary info before purchasing.
The importance level of a new purchase request is set up immediately - Wrike automatically adds the new project to the correct importance-level subfolder depending on how the requester defined its priority.
This template uses a custom workflow that is typical for an Operations or Procurement team. It has specific statuses like “Vendor Selected” or “Order Submitted”:
In the tools section of the Procurement space, there are three apps to help you report on new and active requests, as well as track what stage each request is at on any given day.
Let us know in the comments what the procurement process looks like in your organization. Is it handled by the Operations team, or do you have a dedicated Procurement team? Is this something you’re doing using Wrike?
Lisa Wrike Team member Become a Wrike expert with Wrike Discover