Intake Management
Streamline purchase requests with customizable forms and automated routing. Capture requisition details and route to the right approvers every time.
Benefits
- Reduce request back-and-forth with structured forms
- Route requests by amount, category, or department
- Capture attachments and delivery requirements in one place
- Keep a full audit trail of who requested what and when
How It Works
- Users submit requests via configurable forms
- Rules determine routing to the right approvers
- Approvers see all context and can approve, reject, or request changes
- Approved requests flow to PO creation or next workflow step
Use Cases
- Centralizing requests from multiple departments
- Enforcing required fields and documentation before approval
- Reducing maverick buying by channeling all requests through one system
Frequently Asked Questions
- Can we customize intake forms by category?
- Yes. You can define different forms or required fields by category, department, or request type so that each kind of purchase captures the right information.
- How does routing work?
- Routing is rule-based: you set thresholds by amount, category, cost center, or other attributes. Requests are automatically assigned to the right approvers or approval chains.
- Can intake integrate with our ERP?
- Proqura supports integrations with ERPs and other systems. Approved requests can be sent to your ERP for PO creation, or you can generate POs within Proqura.
Learn more
Explore: Approval Workflows, Purchase Order Management, Platform