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Procurement Template

Track procurement from RFP to Closure. Procure right while you save time and money.
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Procurement Template

How to use Procurement Template in Orangescrum?

Quick steps to get started with Procurement project templates:

  • Create Project with Procurement Template
  • This template comes with 9 pre-defined status:
    1. New Requisition
    2. In Review
    3. Rejected
    4. Resubmitted
    5. Approved
    6. Quote Requested
    7. Quote Approved
    8. PO Released
    9. Order Received
  • Board will be the default view for all your Procurement requests.
  • You can add new status from the Kanban view, from the status workflow page or change to another pre-defined workflow from the project page.
  • Kick start your procurement requests with the "New Requisition" status.
  • Select the task type as “license, equipment, travel, hardware” etc. for each new request.
  • Provide a timeline, estimated hour and assign to your purchasing specialists.
  • Once you receive the request, drag and drop to update the request progress.
  • Any status change in any tasks will be automatically move the task to the respective status column in Kanban view.
  • Track progress of all your procurement requests and fulfil them successfully.
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Why do you need this template?

Procurement process isn't repeatable or scalable

Streamlined processes help set the right expectations around procurement activities & turn-around times.

Procurement process isn't repeatable or scalable

Lack of collaboration between teams

Set of predefined tasks ensure higher engagement between teams & effective collaboration in closing procurement requests.

Lack of collaboration between teams

Delays in finding the right vendor

Centralized vendor information (files,checklists) within tasks helps teams choose the right vendor.

Delays in finding the right vendor

Who can use this Procurement Template?

  • Purchase Teams
  • Vendor Management Teams
  • Facilities & Operations Teams
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Who can use this Procurement Template?

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