Creating a supplier workflow in ProcureDesk ensures a structured approval process for managing supplier-related actions. Follow the steps below to effectively set up a supplier workflow.
Prerequisites
Access to the Admin side of ProcureDesk.
Step-by-Step Instructions
Step 1: Access Workflow Configurations
Log in to your ProcureDesk account.
Switch to the Admin side of ProcureDesk.
Navigate to Configurations and select Manage Workflows.
Step 2: Create a New Workflow
Click on Add Workflow under the Actions section.
Provide a name for the workflow.
Set the Workflow Scope to Supplier to ensure the workflow applies specifically to supplier-related activities.
Step 3: Define Entry Conditions
Choose an entry condition from the dropdown menu. Options include:
All: No specific entry condition required.
Step 4: Set Approval Levels
Define the approval levels by selecting one or more of the following options:
HR Hierarchy: Routes the approval to the user’s Reporting Manager.
Group Approval: Allows any approver within the group to approve the supplier.
Individual User: Routes approvals to specific individuals based on predefined criteria, such as department or amount thresholds.
Step 5: Save and Submit the Workflow
After setting up the workflow, click Submit to save it.
FAQs
What is a Supplier Workflow?
A supplier workflow is a structured process to streamline the review and approval of suppliers newly created on PrcoureDesk.
How can I modify an existing supplier workflow?
Go to Manage Workflows under Configurations, select the workflow, make changes, and click Submit to save the updates.