Purchase Request Approval Template (with Form)

Finance, Digital Forms – beSlick
Streamlining approvals is an important aspect of managing business cost & compliance.

This Digital Forms based Template can be tailored for any approval process in your business. It helps you keep track of progress and past requests.

It also provides users instant visibility of their requests – reducing email overload.

First the form captures information and creates a Task once submitted. The Task passes through the line manager, then finance and finally the Finance Director for approval – before reaching purchasing to place an order.

  • Use Template – will import into your Organisation, or help you create a trial if needed.
  • Preview Template – will show you how it looks in the beSlick platform.
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You can watch a short video of how it works in beSlick here:

Purchase Request Approvals Template (with Form)

0Purchase request form

Please enter the details of your requirement below.

  • It will be sent to your line manager, finance and then if required the finance director for approval.
  • Ensure details are accurate, including when the order needs to be placed by so that your timelines are met.
  • NOTE: Requests must be made a minimum of one week before order is to be placed.

Please refer to purchasing guidelines if you are unclear.

Your email:*
Department:*
Line manager:*
Item description to be purchased:*
Cost of item:*
Date order needs to be placed by:*
Add supplier details if already known
Supplier to buy from:
Supplier email:
Supplier phone number:
Supplier quote:
*Required to complete step

1Line manager approve request?

Assigned to: Line manager

Please review this request, if not approved you will be prompted for the reason why.

Requested by {submit-email} on {create-date}.

Yes

No

2Finance review and approve request?

Assigned to: Finance (Group)

Please review this request, if not approved you will be prompted for the reason why.

Requested by {submit-email} on {create-date}.

Yes

No

3Finance Director review & approve?

Assigned to: Finance Director

Please review this request, if not approved you will be prompted for the reason why.

Requested by {submit-email} on {create-date}.

Yes

No

4Purchasing (approved): Proceed with order

Importance: Essential

Requested by {submit-email} on {create-date} .

Department: {department}
Item description: {item_description}
Item cost: {item_cost}
Item order to be placed by: {item_orderdate}
Any notes from requester: {request_notes}
Any notes from line manager ({linemanager}): {linemanager_notes}
Any notes from finance: {finance_notes}
Any notes from FD: {fd_notes}

If they have provided details of a potential supplier, this will be detailed below

Supplier name: {supplier_name}
Supplier email: {supplier_email}
Supplier contact phone: {supplier_phone}
Quote (file): {supplier_quote}

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beSlick embeds processes like these into your organisation, so it runs like clockwork.

Click ‘Use template’ to add to your Organiastion or start a free trial – we’ll help your teams get it right, every time.

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