How can Zoho digitize procurement and purchase request workflows?
Procurement digitization using Zoho eliminates email chains and approval confusion:
Zoho Creator App:
Design a purchase request form, set multi-level approval logic, and auto-generate PO numbers.
Zoho Books / Zoho Inventory:
Use the Purchase Order module with workflow approvals for vendor selection, item entries, and purchase tracking.
Automate Budget Checks:
Trigger budget validations or flag over-limit requests using Deluge in Creator or Books.
Zoho Flow / Sign Integration:
Route approvals, send signed POs to vendors, and notify internal teams instantly.
Example:
A department submits a ₹40,000 request. It’s auto-validated against budget, routed to the manager and finance head, then converted into a PO once approved.
This reduces fraud, speeds up procurement, and keeps records transparent.
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