This automation helps procurement teams move purchase orders from request to delivery with full visibility at every step.
What's Included
- PO intake: New orders capture supplier, items, quantities, and required dates.
- Approval routing: Each PO moves to the right approver based on value and category.
- Status tracking: Open, confirmed, and received orders stay visible on one board.
- Delivery follow-up: Reminders fire on overdue orders so nothing slips.
How To Use
- Add your suppliers and approval rules by order value.
- Submit purchase orders through the intake form.
- Let the automation route approvals and notify the supplier.
- Track each PO to receipt and close it out when goods arrive.
Pair this with a supplier management agent and review more manufacturing automations to keep procurement on track.