# Purchase request workflow template

> Ask for something to be bought, get it approved and track the order until it arrives.

Category: Finance. 4 steps, 12 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Tell us what you need and why.

Fields:

- Justification (long text, required)
- Items (table, required): Description, Qty, Unit price, Total
- Estimated total (calculated)
- Needed by (date)
- Quotes (files)

### 2. Director approval

Owner: A person or team you choose.

Purchases above 1,000 need a second look.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Budget line (choice, required)

### 3. Place the order

Owner: A person or team you choose.

Buy it and record the order details.

Due in 3 days (business time).

Fields:

- Supplier (text, required)
- Order number (text)
- Final amount (amount, required)
- Expected delivery (date)

### 4. Confirm delivery

Owner: The requester.

The requester confirms everything arrived.

Fields:

- Delivery (checkbox, required)
- Notes (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/purchase-request