Automate a purchasing process from a SharePoint form to a list with a comparison between min max quantities to produce a purchase form with three approvals and email to our supplier for order
Budget: $750 – $1,500 USD
I am looking to streamline our company's purchasing process by automating it via SharePoint.
The primary goal of this automation project is to significantly reduce the manual effort involved in our purchasing routine. This automation tool should have the capability to take data from a SharePoint form, compare quantities against minimum and maximum parameters, and generate a purchase form ready for approval.
Required Features:
- The tool should have the capacity to notify the responsible person if purchase quantities breach the pre-set limits.
- It should also be equipped to generate purchase forms ready for approval from three different individuals within our organization.
- Upon receiving approvals, an automated email should be sent to our supplier for order placement, coming from our first approver.
Ideal Skills and Experience:
Looking for a freelancer with extensive experience in SharePoint and process automation. Proficiency in email automation and the ability to code in notifications based on specified criteria is a must. Knowledge of purchase ordering systems will be considered a major plus.
The primary goal of this automation project is to significantly reduce the manual effort involved in our purchasing routine. This automation tool should have the capability to take data from a SharePoint form, compare quantities against minimum and maximum parameters, and generate a purchase form ready for approval.
Required Features:
- The tool should have the capacity to notify the responsible person if purchase quantities breach the pre-set limits.
- It should also be equipped to generate purchase forms ready for approval from three different individuals within our organization.
- Upon receiving approvals, an automated email should be sent to our supplier for order placement, coming from our first approver.
Ideal Skills and Experience:
Looking for a freelancer with extensive experience in SharePoint and process automation. Proficiency in email automation and the ability to code in notifications based on specified criteria is a must. Knowledge of purchase ordering systems will be considered a major plus.