How to Create & Manage Internal Approval Workflows for Expenditures and Purchase Orders?
If you are dealing with a large number of Purchases regularly, you can simplify the approval process by setting up internal Approval Workflows.
With this, different team members can process, review, and approve Expenditures/Purchase Orders at various stages with ease.
In this article, we will learn how to create an approval workflow for Expenditures. You can follow the same process for Purchase Orders as well.
Creating A Workflow
To create a new workflow, go to Sidebar Workflows ExpenFeaturedHow to Create & Send RFI (Request for Invoice) Links?
(If you are looking to generate RFQ (Request for Quotations) links, read this article>)
When you are dealing with multiple vendors, it can often be difficult to streamline the invoicing process. Different vendors use different types of Invoice formats and often miss important details that cause a lot of back and forth.
RFI links can help you solve this. While creating an RFI link, you can defineFeaturedVendor Management: Capturing Vendor Leads, Creating Approval Workflows, Managing Vendor Onboarding, and Verifying Vendor Bank/PAN Details
If you are dealing with multiple vendors regularly, managing their approval process can be challenging.
Scattered communication across email threads and WhatsApp messages, involvement of multiple team members from different departments, and continuous back-and-forth make it hard to manage and keep track of things.
Setting up vendor lead onboarding workflows on Refrens helps you solve this.
For your understanding, let’s say you are a large sports media company that outsources lots of contentFeaturedHow to Create & Send RFQ (Request for Quotation) Links?
When you are dealing with multiple vendors, it can often be challenging to streamline the quotation process. Different vendors may submit quotes in various formats and often miss important details, leading to confusion and delays.RFQ links can help you solve this.
While creating an RFQ link, you can define the specific columns and fields that a quotation must include. So, when all your vendors use the same RFQ links to submit their quotations, it ensures that every vendor quote contains the reFeaturedHow to upload Vendors in bulk?
How to Bulk Upload Vendors?
Whether you're transitioning from another system or simply want to update your vendor database in bulk, the "Bulk Upload" feature helps you do it seamlessly.
To upload Vendors in bulk, go to Purchases Vendors and Suppliers Add Vendor Dropdown Upload Vendors:
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You will see the following form open up:
(https://storageFeatured
