Can Bitrix24 handle purchase approvals?
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Purchase requests at our company are scattered between chat threads and emails. Employees regularly ask who has approved an order, while managers waste time searching for the original request and its attachments. A small purchase only needs the department manager, a larger one also goes through finance, and expensive orders require the director’s decision. Can Bitrix24 send each request through the correct approval chain and keep all comments and documents in one place?
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Sales deals and internal orders shouldn’t share one pipeline. Combining them fills the CRM with unrelated cards and makes sales reports harder to read. Set up a separate smart process with fields for the amount, purpose, vendor, requester, and quote. Require those fields before submission, so an incomplete request returns to the employee before reaching any manager.
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Individual automation rules work well for a notification or a single task, but this process has several branches and must pause while people make decisions. A workflow can carry the request through those stages and return it when someone asks for changes. Before building it, read about Bitrix24 workflow automation here: http://roboteka24.com/blog/bitrix24-workflow-automation-guide/ . Connect the workflow to the purchase request card and have every decision written back to the same card. Test it with one department first and review the workflow log whenever a request stops unexpectedly.
