Creating a Procurement Request on Slack

Overview


Spendflo streamlines the procurement process by allowing users to effortlessly create procurement requests directly within Slack. This convenient integration enhances efficiency and collaboration. 


Steps to create a request on Slack


1. Go to the Home tab -> click 'Create a Request' (or) Go to 'Messages' & type /flo-procure



2. You would be prompted to select the type of request.



3. After selection, a form requesting the product details would pop-up. Fill the form with the request details. 



4. Successful submission of the request will enable you to view it on the Spendflo platform & give you an option to add another product line item within the same request. 



5. You would then be able to add another line-item within this request & follow the same steps to complete the form. 


6. Click done to complete submitting the request.




6. The requestor would get the notification on the submitted request details from where he/she can navigate to the request on Spendflo.


The requestor will also find his request in the Home Tab within slack under Open Requests. 


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