How to assign purchase requests to your teammates

How to assign purchase requests to your teammates

In ProcurementFlow, you can distribute purchase requests among your teammates to manage the workload.

Please follow below steps to manage your workload:

1. To assign it to your teammates please click ( ? ) on the bottom right corner of Purchase Request card.



2. Now, you can select your teammate to assign the PR to.



3. You can also use this function within the Purchase Request card as well. Open up a PR card and click on ( ? ) on the top right corner.



4. When PR is assigned your teammate will be notified by a email notification about the PR assignment.


Help Center

Quick Videos

1. Getting Requests in

Learn how to collect request in one place. Getting your request from email will make your procurement more streamlined.

2. Assigning Work on your remote team

Learn how to assign Purchase Requests among your teammates for an effective work distribution.

3. Getting Approvals

Tired of waiting for a pending approval requests? Learn how ProcurementFlow solve this problem for you.

4. Doing fast RFI Strategic Sourcing

Learn how to implement strategic sourcing through effective RFI processes.

5. Issuing PO

Are you overwhelmed by the number of PO's you have to issue? Issuing PO with ProcurementFlow is as easy as ABC.

6. Receiving

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

7. Invoice

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

8. Procurement Bird'd eye view

ProcurementFlow provides you with necessary tools in order to take a full control over your procurement.

9. Send PR via Requester Portal

On ProcurementFlow, requesters can, now, send request from Requester Portal without having to go through many hoops to submit their requests.