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How to create an approval request for the supplier

This guide provides step-by-step instructions to create an Approval Request for a supplier within a workflow in LinkFlow Sistemas.

📌 Target audience: Users responsible for managing flows and creating art request approvals for suppliers.

Instructions​

1. Access the workflow​

  • Access the flow of the desired item.

2. Advance the stage​

  • Click the Advance stage button.
  • A modal to define the next workflow stage will appear.
Advance Stage Button
Advance Stage button

3. Define the supplier stage​

  • Select the supplier stage.
  • Choose the supplier that should receive the request.

4. Create the Approval​

  • Check the Create approval option.
  • Enter the number of requests.
  • Define the responsible approval team.
  • If needed, select the files you want to share with the supplier.
Supplier Stage Screen

💡 Important: The files available for sharing are those already saved in the workflow directories.

5. Add comments​

  • Use the Comments field to send instructions and additional information to the supplier.
  • This comment will be sent together with the request.

6. Complete the submission​

  • After reviewing all information, click Advance.
  • The request will be sent automatically to the supplier.
Supplier Request Screen

Done! Now you know how to create an approval request for a supplier in LinkFlow.