[Use Cases] Procurement 🤝
Hi everyone!
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.
Procurement
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 Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Very good template but our company uses NetSuite for procurement.
While we order frequently, we have vendors we use consistently and it is rare that we are required to do a purchase requisition. We have our process built out via broad workflow status rather than individual tasks.
We have different operational processes in place - but love this template should we ever consolidate into Wrike. Great example!
We use a different process but great concept!
Thanks everyone 🤗
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Our team just deals with multimedia requests... this is good to know though!
It depends what it is as to who handles procurement. It can be CT, Operations, or CRM. I don't have much to do with it though, so I'm not an expert.
Operations use a purchase request in wrike - accounts send out the purchase order using information on the wrike request.
Wrike request once status changes to ordered - also gets tagged into the project space so PMs can see what ordering is still coming for their project
Thank you for commenting here, it's super interesting to learn how different teams approach procurement in Wrike 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
I don't have any insight into Procurement, but I'm guessing that my organization is not using Wrike for it. I believe that Wrike is exclusively used by our Marketing team.
Got it, thanks for sharing Heather Hernandez 🤗
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
We have a dedicated procurement team. Thanks for sharing your process.
We have tasks built into our request form blueprints to notify the correct person that a purchase order needs to be created.
Hope this template can help your procurement team Kevin Thalacker 🤗
Hanna Zepeda Thanks for sharing! 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
We do not use Wrike for procurement. In projects we only have a task for the buyer if we need something, but procurement is completly in Oracle.
Interesting template. Our team does not completely manage the process, and it's managed already in other enterprise platforms. I created a blueprint to manage purchase requisitions creation in our ERP, but it would be good to add a request form to optimize it.
Thanks for letting us know about your processes, folks!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover