Procurement guide

A purchase approval workflow that laboratories can live with

Approvals exist to prevent bad spending, not to slow a bench that needs reagents today. The right workflow is strict where the money is large and light where it is not.

Approve by amount, not by habit

Small, routine purchases should need little or no approval; large ones should need a named senior approver. Setting thresholds by value keeps the senior people for the decisions that need them.

Name an approver and a deputy

If one person is the only approver, their holiday is a stockout. Define who can approve at each level and what happens when they are absent.

Escalate, do not stall

A request that sits unanswered is a hidden delay. Define how long each step may wait, then escalate automatically to the next person so urgent items keep moving.

Keep one record from request to payment

The request, approval, order, delivery check and invoice should be one chain. It makes audits straightforward and shows exactly where a purchase is stuck.

Common questions

They should follow a faster route with a named approver and a record, not no route. Emergencies are when controls matter most.

Most need two or three: routine, significant and exceptional. More levels usually add delay without adding control.

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