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Purchase requests

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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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Access to technical support specialists requires commercial plan subscription and is not available to free account users. Free accounts are limited to self-support resources such as product manuals, helpdesk articles, video tutorials, and free webinars. Technical assistance, training, setup, customization and other value added services can also be purchased directly from local Bitrix24 partners