Creating an inventory order workflow in ProcureDesk allows you to manage approvals efficiently based on entry conditions such as department, amount, or category.
This article guides you through the steps to set up an inventory order 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.
Click on Manage Workflows.
Step 2: Add a New Workflow
Under Actions, click on Add Workflow.
Step 3: Set Workflow Scope
In the workflow setup, select Inventory Order as the workflow scope to ensure the workflow applies specifically to inventory orders.
Step 4: Define Entry Conditions
If you'd like to base the workflow on entry conditions, you can select one from the dropdown menu. Options include:
All (if no specific entry condition is needed)
Department
Amount
Class
Account
Category
Step 5: Set Approval Levels
After setting the entry conditions, add the approval levels by choosing from the following options:
HR Hierarchy - if the approval should be routed to the user's Reporting Manager for approval.
Group Approval - if there are 2 or more approvers for the inventory order, the order can be approved as long as one approver approves it.
Individual User - If the approval needs to be routed to different individuals based on varying amount limits or departments.
Order Contact - If the document needs approval/confirmation from the user who has raised the inventory order.
Step 6: Submit the Workflow
Once you've added the approval levels, click on Submit to save the workflow.