Purchase requisition & approval workflows
Route purchase requests through named approvers so staff can see where a decision is waiting.
Products
Imdad Procurement
Keep the purchase decision with the purchase record.
Imdad Procurement follows a request through comparison, approval and receipt. The buyer and finance team need to know not only what was ordered, but which decision authorised it and what actually arrived. Map your approval limits and partial-delivery process before turning them into system rules.
A purchase request often passes through several people before an order reaches the supplier.
Inside the workspace
Imdad Procurement: a closer look
Explore how the product could bring its tools and working records into one view. Review the workflow design during your product walkthrough.
Features & client solutions
What this helps your team solve
Connect each capability to a day-to-day task and a practical result your team can evaluate.
Vendor management & comparison
Compare supplier information alongside quotations to make purchasing choices easier to explain.
Purchase order automation
Create purchase orders from approved requests to keep ordered quantities and commitments aligned.
Bring one example from your daily work. We can review the records involved, who owns each step and which integrations are needed before defining the implementation scope.
Discuss your workflowProduct fit
Imdad Procurement for the way your team works
A procurement workspace makes those approvals, quotations and receipts visible, helping teams understand outstanding commitments without chasing separate email threads.
Areas to assess in a walkthrough
- Purchase requisition & approval workflows
- Vendor management & comparison
- Purchase order automation
- Budget & spend controls
- Procurement analytics
In practice
Imdad Procurement: a practical example
Start with a department request that exceeds its usual budget. Follow quotation comparison, approval and receipt, including a partial delivery. Agree which decisions are captured so the buyer and finance team can trace the purchase later.
An illustrative scenario to discuss when planning your project.From records to decisions
How your team works with Imdad Procurement
The people involved include requesters, procurement officers and budget owners. Begin with a small, representative set of purchase requests, supplier quotations, budgets and approval limits, then identify the decision or action each role needs to complete. This helps shape a useful first release and avoids collecting information that nobody uses.
Connect the handover, not just the form.
A business record often moves between departments before it is complete. Configuration should make its owner, status and next action clear. Include corrections, cancellations and approvals in the discussion, so the ordinary workflow still makes sense when something changes.
Implementation approach01 02 03 04
From agreed scope to everyday use
Review the starting point
Identify the current sources of purchase requests, supplier quotations, budgets and approval limits. Check data quality, shared references and required fields before agreeing what will be migrated, connected or recreated.
Define roles and connections
Review the needs of requesters, procurement officers and budget owners. Document permissions, required integrations, the authoritative system for each record and what happens when information cannot be exchanged.
Test an end-to-end case
Use safe sample data to trace a purchase request through approval to an agreed supplier order. Agree expected results, review exceptions and record acceptance decisions before widening access.
Prepare the operational handover
Name the configuration owner, change decision-maker and support contact. Plan training and documentation around ordinary tasks, then review early use under the agreed support arrangement.
Practical details
Questions before getting started
What should we bring to the first walkthrough?
Prepare examples of purchase requests, supplier quotations, budgets and approval limits, with confidential details removed. Explain the step that takes the most effort or causes confusion, and identify who needs to review the result.
How do we decide whether it fits our work?
We define a scenario that lets your team trace a purchase request through approval to an agreed supplier order. Compare the result with the current process and document requirements and gaps before approving the implementation scope.
Can it connect to our existing systems?
The required systems and data sources are reviewed first. The integration plan covers access, field mapping, transfer timing and responsibility for errors. The proposal identifies included connections and any custom work needed.
How are pricing and support agreed?
The proposal considers features, users or workload, the operating environment, integrations and migration. Training, operational ownership and the support arrangement are agreed alongside the implementation scope.