EcofyxOperational area
Purchasing
Ready-to-use application
Purchasing and suppliers
Register suppliers, open purchase requests, check documents and evaluate performance.
What this template is designed to organize
Register suppliers, open purchase requests, check documents and evaluate performance.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Small-business supplier registration
Key fields:
- Legal name or supplier name
- Tax ID (CNPJ/CPF in Brazil)
- Contact person
- Phone/WhatsApp
- Supply categories
- Usual payment terms
- Average delivery time (days)
Purchase request
Key fields:
- Requester
- Area or cost center
- Requested item or service
- Technical specification
- Quantity
- Required date
- Urgency
Supplier evaluation
Key fields:
- Supplier
- Period or supply evaluated
- Product or service quality
- On-time delivery
- Service and communication
- Documentation and compliance
- Commercial terms
Supplier document checklist
Key fields:
- Supplier
- Tax ID or document
- Supply category
- Documents checked
- Expiration date of the next document due
- Pending documents or restrictions
- Document or evidence
How this template organizes the routine
Register suppliers, open purchase requests, check documents and evaluate performance. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Purchasing and suppliers
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusRequestOwner
Visible dashboard columns
- Request
- Item/service
- Quantity
- Priority
- Status
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Registered suppliers
Requests this month
Pending purchases
Evaluations this month
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Submit purchase request
- Add supplier
- Evaluate supplier
- Review documents
- Update supplier
- Update request
Attention points
Check these alerts to identify records that may need follow-up.
- Emergency purchase
- Supplier registration issue
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Purchase request workflow
Draft→Requested→Sourcing quotes→Approved→Purchased→Rejected→Cancelled
- Submit requestDraft → Requested
- Start sourcing quotesRequested → Sourcing quotes
- Approve purchaseSourcing quotes → Approved
- Reject purchaseSourcing quotes → Rejected
- Record purchaseApproved → Purchased
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Purchasing and suppliers template for?
Register suppliers, open purchase requests, check documents and evaluate performance.
Which forms are included in this template?
Small-business supplier registration, Purchase request, Supplier evaluation, Supplier document checklist.
How are records organized in Ecofyx?
Data is organized in the Purchasing and suppliers dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
The flow is internal; external participation uses an invitation or a restricted link.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Purchasing and suppliers
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.