Sheets
5
Master data and transactions separated
Free Download
Purchase Request Review Template
Organize requests, approvals, order plans, and change history in one workbook.
Free download
Purchase quantity
Due date
Purchase schedule
Workflow
Visible
Purchase timing visibility
Input
Flexible
Flexible to run
Input example
Purchase request flow
You can review the flow from request to approval and order at a glance.
Product count
120 SKUs
Average lead time
7 days
Suppliers
6 vendors
Orders per month
12
Free Download
See what is inside the Excel version first
A free template that makes it easier to organize purchase requests, approvals, order plans, and change history in one workbook. After downloading, start by aligning the core assumptions.
File
procurement_operations_purchase_request_review_template_en.xlsx
Sheets
5 sheets
Purpose
Purchase quantities, due dates, procurement timing
Align the product master, procurement list, and due dates first to stabilize the process.
Keep procurement checks and procurement timing in the same workbook so monthly differences are easier to review.
Due dates are visible, which helps you act before delays spread.
Start with the product master.
Workflow
How purchase request approval works in Excel
When the product master, procurement checks, order placement, and receipt confirmation are kept separate, it becomes much easier to keep procurement and inventory data consistent.
Step 1
Product master
Set the product name, unit, lot, and reorder point first so everyone uses the same baseline.
Step 2
Purchase review
Record procurement checks separately so quantity changes remain traceable.
Step 3
Order placement
Compare the physical count with the book count when placing orders to catch gaps early.
Step 4
Receipt confirmation
Keep planned and actual receipts together so delays can be judged quickly.
Screen Mapping
Which columns become which screens
When you carry the procurement data model directly into screen design, the workflow becomes easy to use for both field and office teams.
Excel element
System element
Notes
Excel element
Product master
System element
Searchable master list
Notes
Keeps product name, unit, and procurement rules together.
Excel element
Purchase list
System element
Purchase board
Notes
Shows stock on hand, due date, and supplier in one view.
Excel element
Order history
System element
Transaction history
Notes
Tracks the gap between procurement and receipt over time.
Excel element
Due date control
System element
Alert card
Notes
Makes it easier to notice delays early.
Boundary
What stays in Excel and what moves to a system
Think about product count, procurement frequency, number of sites, and supplier rules when deciding the split between Excel and web.
Excel is enough
Small procurement operations
If you have a small team and only a modest number of products, Excel can still handle the work well.
- Few staff involved
- Small product catalog
- Low update frequency
Partial systemization
Lighten visibility and alerts first
If you move only the procurement list online first, field updates and reviews become much faster.
- You want a cleaner procurement list
- You want to split due-date checks first
- You want procurement notifications
Full systemization
Build around sites and history
If you need multiple sites, lot tracking, or access separation, you should plan for a system from the start.
- Multiple sites
- Lot tracking required
- Permissions and history required
FAQ
FAQ
Here are the questions people usually ask before they adopt it.
What do you need for an estimate?
If you can share the number of products, number of sites, lot tracking needs, and procurement rules, we can outline the estimate.
Can we use it with our current stock sheet?
Yes. You can keep the existing spreadsheet and move only the procurement list or alerts online first.
Is it suitable for mobile use?
Yes. It is designed with field updates in mind, so mobile viewing and data entry are both part of the concept.
Consultation
Need help choosing a template?
If you are not sure which template is closest to your current procurement workbook, you can contact us for guidance. We can tune only the columns you actually need.
We can tune only the columns you actually need.