# Purchase Requests in the App Library

> A short form for anybody who needs to buy something, and the amount decides who agrees. A new chair stops at the manager, a new server goes all the way up.

Source: https://www.cordango.com/marketplace/details/purchase-requests/
Language: en

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PR

# Purchase Requests

A short form for anybody who needs to buy something, and the amount decides who agrees. A new chair stops at the manager, a new server goes all the way up.

Add Purchase Requests to your workspace

It installs from the App Library inside Cordango and starts working with what you already have.

Installing this also installs Budget & Spend Tracker.

[Get early access](https://www.cordango.com/start/?app=purchase-requests)

A laptop or a software licence takes a few questions on a form finance designed, rather than an email to whoever might know. Each request carries line items, quotes and the budget line it should come out of. Small amounts stop at the manager, larger ones go on to finance and then management, and nobody can approve their own. Once it’s bought, the real cost is recorded next to the estimate, and the approved money is committed in the Budget & Spend Tracker, which installs alongside.

## What it does

-   What is wanted, in line items, with the quotes that priced them
-   Forms finance designs, so asking to buy something takes a few questions
-   The amount decides the approvers, so nobody has to know the policy
-   Approving your own request is refused rather than discouraged
-   The decision trail is written by the approvals themselves, not by hand
-   What was really bought, recorded against what was estimated

## What's included

### Records

-   Purchase request
-   Line item
-   Quote
-   Decision
-   Purchase form
-   Question
-   Submission
-   Answer

### Workflows

**Purchase request:** Draft · With the manager · With finance · With management · Approved · Purchased · Rejected · Cancelled

### Roles

-   Requester
-   Manager
-   Finance approver
-   Executive approver

5 pages · 4 views

## How it connects

Every app here installs on its own and works on its own. Adding a companion is what makes both do more.

### Built on

[BGT Budget & Spend Tracker a request names the line it should come out of, and an approval commits against it](https://www.cordango.com/marketplace/details/budget-tracker/)

### Works with

[AST Asset Register hardware bought through a purchase request arrives on the register by itself](https://www.cordango.com/marketplace/details/assets/) [VEN Vendor & SaaS Management a newly approved vendor starts a draft request for the first purchase](https://www.cordango.com/marketplace/details/vendors/)

### Uses your company core

[ORG Organizations the vendor is the same company record the whole workspace uses](https://www.cordango.com/marketplace/core/organizations/)

## What it does for you

-   Start a request when a new vendor is approved · Vendor & SaaS Management
-   A request belongs to whoever made it
-   Monday list for managers with something waiting
-   Monday list for finance and management
-   Tell the requester when nothing has moved for a week

## Built by

Cordango

## Category

[Finance](https://www.cordango.com/marketplace/category/finance/)

## Version

0.4.0

## Default role

requester

## Sample data

Available on install

Can be removed again afterwards

## Tags

-   [purchasing](https://www.cordango.com/marketplace/tags/purchasing/)
-   [approvals](https://www.cordango.com/marketplace/tags/approvals/)
-   [procurement](https://www.cordango.com/marketplace/tags/procurement/)
-   [spend](https://www.cordango.com/marketplace/tags/spend/)
-   [requisition](https://www.cordango.com/marketplace/tags/requisition/)
-   [forms](https://www.cordango.com/marketplace/tags/forms/)

## Screenshots

[![Purchase Requests on Cordango: purchase requests on a board from draft through the manager, finance and management to approved](https://www.cordango.com/assets/templates/app-purchase-requests-pipeline.png)](https://www.cordango.com/assets/templates/app-purchase-requests-pipeline.png)

Requests on their way through the approvers

[![Purchase Requests on Cordango: requests waiting, approved and bought, requested spend by category and the manager's queue](https://www.cordango.com/assets/templates/app-purchase-requests-dashboard.png)](https://www.cordango.com/assets/templates/app-purchase-requests-dashboard.png)

What is waiting, what is approved and what was bought
