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Bitrix24Care

Purchase requests

Rating:

Please note that business processes are available for Bitrix24 Standard & Professional plans only.

First launch and configuration

When the workflow template is being launched the first time - the system will ask the administrator to configure the workflow parameters:

Access configuration: Bitrix24 administrators can configure which workflows will be shown in the Activity Stream and set access permissions for Bitrix24 employees inside workflows “Settings”:

After the workflow parameters are set, your Bitrix24 employees can start using the workflow template.

How to send a Purchase Request

The only filed required to be filled is title, if you'd like you can also add currency, amount and file:

The employee involved in process approval will receive your purchase request immediately:

You will also be updated with your request status in your Activity Stream:

All requests initiated by you can be found in My Workspace>My requests:

After all employees involved in the process approved the request – it is sent to the final responsible user to fulfil the purchase request:

When the request is completed you will see the request status update in the Activity Stream & will also receive an IM notification:

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