top_en

Bitrix24Care

Purchase requests

Check if this tool is available on your plan. You can find all the information about Bitrix24 plans on the pricing page.

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 Feed 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 Feed:

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 Feed & will also receive an IM notification:

This helped
Thanks :)
Optional:
Article feedback
This didn't help
Sorry :(
Could you please tell us why:
Article feedback
Partner support