Workflow Configuration

Procurement Workflow Configuration defines the approval rules and chains for all procurement processes -- purchase requisitions, purchase orders, goods...

2026-02-17 · 2 min

Manual area

Procurement

Coverage

3 sections

Operator notes

1 implementation note

Overview

Procurement Workflow Configuration defines the approval rules and chains for all procurement processes -- purchase requisitions, purchase orders, goods receipts, and vendor registrations.

Workflow Types

Configure workflows for each procurement process:

Purchase Requisition Approval: department head > procurement > finance.
Purchase Order Approval: amount-based thresholds trigger different approval levels.
GRN Approval: quality check > store manager > finance.
Vendor Registration: procurement review > finance verification > management approval.

Configuration Options

Navigate to Procurement > Workflow Config:

Number of approval levels: 1 to 5 configurable levels.
Amount thresholds: define value ranges for each approval level.
Auto-approve: enable for low-value routine items below a threshold.
Sequential vs. Parallel: choose whether approvers must act in sequence or can approve simultaneously.
Escalation rules: auto-escalate to next level if not approved within a defined timeframe.
Substitution: define backup approvers for when primary approvers are unavailable.

Notes

Tip

Keep the approval chain short for routine supplies (1-2 levels). Complex multi-level approvals slow down procurement and create bottlenecks for day-to-day operations.

Procurement & Inventory

The Procurement module manages the complete purchase-to-pay lifecycle for your facility -- from requisitions and purchase orders to goods receipt, vendor...

Special Materials

Special Materials are non-standard items that are procured on a case-by-case basis rather than from regular stock. Examples include surgical implants...

Procurement Reports

Procurement Reports provide comprehensive visibility into purchasing patterns, vendor performance, inventory levels, and spend analysis. They support...

Purchase Requisitions

Purchase Requisitions (PRs) are formal requests from departments for materials or services. They are the starting point of the procurement cycle and must be...

Purchase Orders

Purchase Orders (POs) are the formal documents sent to vendors to procure supplies, medicines, equipment, or services. Bio Ecko supports standard POs, blanket...