Internal Purchase Order Request
Estimated Time: 3-7 business days | Difficulty: Beginner | Team Size: 2-4 people | Roles: Employee, Finance Manager, CFO...
15 steps
3 fields
14 automations
Other purchasing
Procurement workflow for Tallyfy
Buy equipment without budget surprises or delays
Equipment purchases get stuck when justification is weak or specifications are unclear. This workflow guides requests from business case through vendor evaluation, approval routing, and deployment so purchases happen faster with proper documentation.
9 steps
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign justification and specification steps to requesters, approval to managers, and deployment to IT 2
Configure the workflow to capture business case details, technical requirements, vendor quotes, and approval decisions at each stage 3
Track equipment requests through Tallyfy from initial requisition to delivery and see exactly where each purchase stands in the approval process Process steps
1
Complete supplies purchase requisition form
5 days from previous step
*insert template*
2
Submit for approval
5 days from previous step
*insert template*
3
Receive PO
5 days from previous step
*insert template*
4
Contact vendor and submit order
5 days from previous step
*insert template*
5
Justify the need
1 day from previous step
Document why this equipment is necessary. What problem does it solve? What is the business case? Include productivity gains, cost savings, or capability needs. Build a justification that can survive budget scrutiny. Good justifications get approved faster.
6
Define specifications
1 day from previous step
List the technical requirements and features needed. Do not over-spec or under-spec. Consider future needs but avoid paying for features you will never use. Get input from end users about what they actually need. Requirements drive the selection.
7
Evaluate options
1 day from previous step
Research vendors and products that meet your requirements. Get quotes from multiple suppliers. Compare total cost of ownership including maintenance, training, and support. Check references and reviews. Consider lease versus buy options.
8
Get approvals
1 day from previous step
Route the purchase request through proper approval channels. Include justification, specifications, quotes, and vendor recommendation. Higher dollar amounts typically need higher approval levels. Answer questions promptly to avoid delays.
9
Process and deploy
1 day from previous step
Once approved, issue the purchase order and track delivery. Inspect equipment on arrival. Complete installation and configuration. Train users on proper operation. Update asset records. Schedule maintenance as required.
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