All Workflows
🧭
Core Procurement

Guided Buying & Requisitions

Every purchase starts right — intake to approved PO, guided by policy and AI from the first click.

100%
Policy-compliant purchases
every request channelled
80%
Faster requisition creation
vs email-based requests
0
Maverick purchases
guided front door enforced
3 min
Intake to requisition
with AI Nova draft assist
Overview

Why this workflow matters

Maverick spend happens when the buying process is too hard. When employees don't know how to raise a purchase, they find workarounds — personal cards, verbal approvals, unapproved vendors. Proconomy's Guided Buying workflow puts a clear, AI-assisted front door on every purchase. Whether the request comes from a production planner generating an MRP signal, a department head raising a one-off need, or an operations team requesting ongoing services — everyone follows the same structured path. The orchestration engine then routes each request automatically to the right channel: direct PO for approved vendors under threshold, RFQ for competitive sourcing, or auction for high-value contested categories. Policy enforced. Budget checked. Supplier qualified. Before a single pound is committed.

Key Capabilities

  • Intake portal for non-procurement staff with plain-language AI drafting
  • Guided multi-step requisition wizard with BOM explosion
  • MRP signal review and bulk release dashboard
  • Orchestration engine — auto-routes to PO, RFQ, or auction
  • Real-time budget check against cost centre and GL account
  • Approval delegation with date ranges and auto-escalation
Process Flow

Step-by-step: how it works

Every step is designed to eliminate manual effort, reduce errors, and give your team real-time visibility at every stage of the process.

📥01

Intake Request

Any employee raises a purchase need through the Intake portal — a simple, guided form that captures what is needed, why, when, and how much it will cost.

Any EmployeeDepartment ManagerProject Manager
< 5 minutes

What happens

  • Simple form accessible to non-procurement staff
  • Category selection guides the user to the right template
  • Budget estimate captured upfront before any commitment
  • Attachments, SOW, and specifications uploadable at intake
🤖

AI does this

Nova AI drafts a structured requisition from a plain-language description — the requester just describes what they need.

You benefit because

No more email requests. No more phone calls to procurement. Any employee can raise a need without training.

02

Intake Review & Approval

The intake is reviewed by the department manager or budget owner. Approved intakes proceed to procurement. Rejected intakes return to the requester with a reason.

Department ManagerBudget Owner
< 1 hour

What happens

  • Manager notified instantly via email or Teams
  • One-click approve, reject, or request clarification
  • Budget check runs automatically on submission
  • Approved intakes auto-convert to formal requisitions
🤖

AI does this

AI flags intakes that exceed budget thresholds or duplicate recent purchases for the same category.

📋03

Requisition Creation

The formal purchase requisition is created — either automatically from an approved intake or directly by a buyer. The guided wizard walks through every required field.

BuyerProcurement ManagerProduction Planner
5–15 minutes

What happens

  • Multi-step wizard ensures all fields are complete before submission
  • Part search and BOM explosion for direct material buyers
  • Free-text lines for services and indirect goods — no part number required
  • Cost splits allow spend allocation across multiple cost centres
🤖

AI does this

AI Line Intelligence enriches each line with supplier recommendations, estimated lead times, and historical pricing.

You benefit because

Buyers create complete, accurate requisitions in minutes — not half-filled forms that get kicked back.

📡04

MRP Signal Review

MRP-generated purchase signals are reviewed in a dedicated dashboard. Buyers bulk-accept routine replenishment signals and flag exceptions for manual handling.

BuyerProduction Planner
30 minutes daily

What happens

  • All MRP signals displayed with urgency classification
  • Bulk accept/reject for routine replenishment
  • Critical parts highlighted by days-of-cover remaining
  • One click converts accepted signals to formal requisitions
🤖

AI does this

AI identifies MRP signals that should be converted to blanket order call-offs vs spot buys based on spend history.

🔀05

Orchestration & Routing

The orchestration engine evaluates each approved requisition against routing rules and automatically directs it to the correct sourcing channel — PO, RFQ, or auction.

BuyerProcurement Manager
Instant / Automated

What happens

  • Rules engine configured by value, category, supplier, and risk tier
  • Low-value approved-vendor purchases auto-convert to PO
  • Competitive categories routed to RFQ or auction automatically
  • Manual override available for buyers with justification
🤖

AI does this

AI Sourcing Recommendation Agent suggests the optimal channel based on category, spend history, and market conditions.

You benefit because

Zero buyer effort for routine purchases. Human attention focused on strategic sourcing decisions.

💰06

Budget Check & Approval

Every requisition is validated against the cost centre budget before approval. Multi-level approval routing ensures the right people sign off at the right thresholds.

Procurement ManagerFinanceBudget Owner
< 2 hours

What happens

  • Real-time budget availability check per cost centre and GL account
  • Approval thresholds configurable by value band and category
  • Approval delegation with start/end dates for leave cover
  • Auto-escalation when approvals are overdue
🤖

AI does this

AI flags requisitions approaching budget limits and suggests deferral or split sourcing to stay within period budgets.

🎯07

PO Direct or Sourcing Event

For approved-vendor, under-threshold purchases, a PO is created directly from the requisition. For competitive buys, the requisition flows into an RFQ or auction event.

BuyerProcurement Manager
< 10 minutes

What happens

  • Direct PO creation from requisition with zero re-keying
  • RFQ or auction created from requisition lines for competitive sourcing
  • Recurring requisitions auto-trigger on configurable schedules
  • Requisition templates save common purchase patterns

You benefit because

Buyers spend time on supplier strategy — not re-typing data between systems.

Team Roles

Who's involved in this workflow

Proconomy gives every stakeholder the right view, the right tools, and the right level of access — so no one is a bottleneck and nothing falls through the cracks.

👤

Any Employee / Requester

  • Raise intake requests for any purchase need
  • Describe requirements in plain language — AI handles the rest
  • Track request status from intake to PO
  • Provide clarifications requested by procurement
🛒

Buyer

  • Review and formalise intake requests into requisitions
  • Review MRP signals daily and release to procurement
  • Apply routing rules and manage exceptions
  • Create direct POs for approved-vendor purchases
📊

Procurement Manager

  • Configure routing rules and approval thresholds
  • Approve high-value or policy-exception requisitions
  • Monitor budget consumption across cost centres
  • Review AI orchestration decisions and overrides
💼

Finance / Budget Owner

  • Approve spend against assigned budget
  • Monitor cost centre budget utilisation
  • Review and approve period accruals from open requisitions
  • Set up GL account and cost centre mappings
Business Impact

What your organisation gains

These are not theoretical benefits — they are outcomes that procurement teams experience within the first quarter of deploying this workflow on Proconomy.

🎯
Eliminated
Maverick Spend

Every purchase — from a ₹500 stationery order to a ₹5 Cr capital buy — flows through the same front door. No off-system purchases, no surprise invoices.

80% faster
Requisition Time

AI Nova drafts a complete requisition from a plain-language description. Buyers review and submit in minutes, not hours spent filling in forms.

💰
Near zero
Budget Overruns

Real-time budget checks on every requisition catch overspend before commitment — not after the invoice arrives.

🤖
60% routine eliminated
Buyer Workload

Orchestration engine handles routine replenishment automatically. Buyers focus on strategic sourcing and supplier relationships.

Applicable industries

🚗
Automotive

MRP-driven requisitions integrated with production planning and BOM explosion

💻
Consumer Electronics

Fast-moving NPI requisitions with component alternates and AVL routing

⚙️
Industrial Equipment

MRO and capex requisitions on the same platform with category-based routing rules

🏗️
Building & Construction

Project-based requisitions with cost code allocation and subcontractor intake

🏥
Medical Devices

Controlled buying with audit-ready approval trails and budget compliance

Explore more workflows

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🧭

See Guided Buying in action

See how Proconomy transforms this workflow for your procurement team — live, with your own scenarios.