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Purchase Request Approval Process

Description: Follow this process of approval for a purchase request. Please follow the steps mentioned below to make a purchase request. You can consider the same request process for tools subscriptions, ordering new hardware, new devices, etc.

Purpose of the process: To maintain logs of all expenses through the finance team only. We have established a finance team who is responsible for taking necessary approvals, placing orders, maintaining invoices, etc.

Only finance team will approach Jayesh for approval and not everyone because it becomes very difficult to maintain all expenses and keep the finance team updated with it.

Steps to follow: For purchase requester
1. Send a purchase request email to your team leader
2. Your team leader will approve it
3. Once your team leader approves it, then the finances team will get the necessary approvals
4. Once the order is placed you will get the confirmation from finances team

TO: your team leader

Subject: Approval: Purchase request <item name>

Email Body:

Hello <team leader name>,

Please approve the following purchase request.
Order item:
By when you need it:

Order Details:
Link: Amazon link, etc
Details of item:


Your team leader will approve the above email. Once it is approved, the finance team will take the necessary approvals and place the order.

Note for finance team: Notify the requester on the same email once the order is placed.

Note for team leaders: You can directly send email to finance team for purchase request.

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