The database has a list of suppliers and a list of parts or products. Each new request contains one supplier. The actual products that need to be purchased are stored in the Request details table.

The template supports the following process:

1. A staff member creates a new request through the application. The application contains actions to create a new record in the Requests table and a new record for each part in the Requests details table
2. The purchase department review the request and sets for each product a status. The purchase of the product can either be approved, rejected, adjusted in quantity or replaced by a similar product
3. If the request is not fully rejected, it will get the status of an order. This status can be updated as the order processes until the final delivery.

Database: Purchase Order Management

Staff members

Fields

• Name (Text)

• Email (Email)

• Phone (Phone number)

• Job role (Single select)

• Requests (Link to table)

• Password (Password)

• Total requested (Rollup)

• Total approved (Rollup)

• Approval ratio (Formula)

Views

• All staff members (grid)

• Purchase department staff members (grid)

Suppliers

Fields

• ID (Text)

• Name (Text)

• Address (Text)

• Contact (Text)

• Phone (Phone number)

• Email (Email)

• Requests (Link to table)

• Count requests (Count)

• Total requested (Rollup)

• Total approved (Rollup)

• Approval ratio (Formula)

Views

• All suppliers (grid)

Parts

Fields

• Part Number (Text)

• Name (Text)

• Description (Text)

• Part categories (Link to table)

• Request details (Link to table)

Views

• All parts (grid)

• All parts grouped by category (grid)

Part categories

Fields

• Name (Text)

• Parts (Link to table)

• Count (Count)

Views

• All categories (grid)

Requests

Fields

• ID (Formula)

• Global supplier (Link to table)

• Global supplier name (Rollup)

• Comments (Long text)

• Status (Single select)

• Request details (Link to table)

• Date request (Date)

• Requested (Rollup)

• Approved (Rollup)

• Delivered (Rollup)

• Total requested (Rollup)

• Total approved (Rollup)

• Name (Text)

• Date quote (Date)

• Date order (Date)

• Date delivery (Date)

• Today (Formula)

• Initiated by (Link to table)

• Full approval (Formula)

• Full delivery (Formula)

Views

• All requests (grid)

• All requests grouped by supplier (grid)

• All requests grouped by initiator (grid)

• Full approval requests (grid)

• Full delivered requests (grid)

• All open requests (grid)

• All requests stacked by status (kanban)

• Calendar: all request (calendar)

• Timeline: request processing (timeline)

Request details

Fields

• ID (Formula)

• Request (Link to table)

• Part (Link to table)

• Part name (Rollup)

• Unit price (Number)

• Quantity requested (Number)

• Quantity approved (Number)

• Quantity Delivered (Number)

• Status (Single select)

• Subtotal requested (Formula)

• Subtotal approved (Formula)

• Request NO (Formula)

• Request status (Formula)

Views

• All request details (grid)

• All request details grouped by request (grid)

• All request details grouped by part (grid)

• All request details with status Request (grid)

• Empty request details (grid)

• All request details stacked by status (kanban)

Application: Purchase Order Manager

shared

Data sources

Actions (event)

• logout (click)

Login

Data sources

Actions (event)

• open_page (after_login)

Homepage

Data sources

• All open requests

• My requests

Add request

Data sources

• All global suppliers

Actions (event)

• create_row (submit)

• open_page (submit)

Add request details

Data sources

• Get request

• Get request details

• Get all parts

Actions (event)

• create_row (submit)

• delete_row (8056b449-f2fc-48d9-a755-d395b048386b_click)

• delete_row (click)

• open_page (click)

• refresh_data_source (submit)

• refresh_data_source (8056b449-f2fc-48d9-a755-d395b048386b_click)

• open_page (click)

Request details

Data sources

• Get request

• Get request details

Actions (event)

• update_row (click)

• update_row (click)

• update_row (click)

• update_row (click)

• update_row (click)

• update_row (click)

• refresh_data_source (click)

• refresh_data_source (click)

• refresh_data_source (click)

• refresh_data_source (click)

• refresh_data_source (click)

• refresh_data_source (click)

Request details update

Data sources

• Get request

• Get request details

• Get request detail

• Get parts

Actions (event)

• update_row (submit)

• open_page (submit)