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Create order records and approver files from forms

Create order records and approver files from forms

Stock request submissions bypass structured order records, causing manual lookups and processing delays. It creates tracked order rows and approver files so procurement can act same day.

Create order records and approver files from forms

Overview

Unstructured stock requests force procurement to reconcile and chase missing details, slowing fulfillment. This flow turns each submission into a tracked order row and a copied approver file so procurement coordinators can approve and process requests same day.

Create order records and approver files from forms