I am looking for examples of how you all have set up Wrike to track all things purchasing. I'd love some real world examples and ideas. Currently working with my purchaser to get him rolling on Wrike.
We use wrike for purchasing
We use a purchase request form to trap all the data for the procurement team
We use automations to add purchasing to jobs, move from requests to active
All drawings/quotes/shipping etc and comments through the journey are added to the purchasing task
PMs can see when their procurement due dates
Inwards goods can see what should have come in
Floor staff can see if required parts have hit the build bays
History for spare parts can be found
A customised workflow incorporates approvals, problems with supply, chasing confirmations, partial deliveries, d
We used to use Wrike to manage our purchasing before transitioning to a purchase-to-pay system (the lack of easy integration with our finance systems was what pushed finance over the edge!). However I much preferred the system we had in Wrike over our new P2P system because I had created a really good workflow that captured all the stages of procurement that an order could be in:
Our new P2P system has no workflow engine which makes me cry.
Thanks Debbie!
Thanks Phil!
So you are saying that the above bullet points were each a status in your workflow that you could select where the stage of the project was at?
How did you manage inventory items compared to job specific items? (if this applied?)
Any chance you have a screenshot or two of what this looked like?
No problem Kyle!
Yeah, each bullet was a status in the workflow and the order's status was kept up-to-date by the procurement team as the order progressed through the process. It allowed us to see at a glance where individual orders were and which ones needed attention. Each "order" was simply a task within an overall project (we started a new project each year to keep things tidy). We also used custom fields heavily to categorise each purchase because a lot of them were funded by various grants and had to be attributed to a specific budget within the grant.
There was an approval baked into the "Approval Requested" status which automatically sent the approval to the procurement manager, which was a great help and a really useful feature.
We didn't implement inventory management in Wrike because at the time we didn't need to (we were only 5 people at the time!). We now manage inventory through our P2P system.
Unfortunately we retired the tracking system in Wrike some time ago now and it's lost to the mists of time so there aren't any screenshots I can show you.
Very helpful, thanks Taylor!
