Requests from different locations
Define how a request is submitted, routed, and reviewed for each location.
CUSTOM PROCUREMENT SOFTWARE
Bring purchasing, vendors, and locationsinto one workflow.
When requests, supplier records, and payment handoffs live in separate tools, it is hard to see the whole process. Start with the workflow you need to connect, then define the right system around it.
- Procurement workflows
- Vendor management
- Multi-location operations
WHERE THE PROCESS BREAKS
Make the handoffs visible.
For a purchasing team or a business with multiple locations, the important question is where work gets lost between people and systems.
Vendor information spread across tools
Identify which supplier records and categories need a shared source of information.
Manual checks between teams
Map the handoffs between operations, purchasing, accounting, and treasury.
SCOPE THE RIGHT MODULE
Build around your rules and existing systems.
These are requirements to assess with your team, rather than a claim that every module is needed or included.
Discuss the right scopeRequest intake
Specify the required information, origin, and responsibility for each request.
Vendor records
Define the vendor information, categories, and location relationships the workflow needs.
Approvals and exceptions
Document authority, thresholds, review steps, and how exceptions should be handled.
Purchasing handoffs
Decide what information moves into purchasing and which tool holds each record.
Accounting and payment coordination
Define how approved information reaches the people and systems responsible for payment.
Roles and process visibility
Agree on access, status information, and the records needed to follow a request.
CLIENT PERSPECTIVES & SELECTED WORK
The Chizy Chiz workflow.
CUSTOM PROCUREMENT · MEXICO
Chizy Chiz
One workflow across a restaurant chain.
Claudia Lugo describes custom software connecting vendor onboarding, location-based categorization, requests, procurement, and the process through vendor payment for Chizy Chiz, a pizza restaurant chain in Mexico.
Explore the client story“It felt as if they had sat down beside me to understand what we experience in our process.”
Claudia Lugo · Chizy Chiz
Watch the client describe the workflow and the collaboration. The example reflects this project’s scope.
Watch on YouTubeTHE DEVELOPMENT CONVERSATION
Start with one connected process.
A first module can make the project easier to review while keeping the broader process in view.
- 01
Trace a real request
Follow a recent purchase from its origin through each approval and payment handoff.
- 02
Agree on rules and data
Document the vendor records, user roles, and systems the module needs.
- 03
Build the scoped workflow
Review the screens and handoffs against real scenarios from your operations.
- 04
Review before expanding
Assess the first module and decide which locations or additional workflows to address next.
BEFORE YOU BUILD
Good questions make a better starting point.
Clarify the scope, responsibilities, and decisions that matter to your project.
Should we build custom software or configure an existing tool?
Compare your approval rules, integrations, and location needs with the products you already have. A custom workflow can be appropriate when those requirements do not fit an existing tool well.
Can we start with one location or one module?
That can be part of the scoping discussion. The first module still needs enough connections and business rules to be useful, so its boundaries should be agreed before development.
Does this replace our POS or accounting software?
Only if that is an explicit part of the agreed project. A procurement workflow may instead connect to existing tools or organize the handoff between them.
Which integrations can be included?
That depends on the tools, APIs, data access, and permissions available. Review each required connection and identify any manual steps that must remain.
What does the Chizy Chiz example demonstrate?
The client describes custom software for vendor onboarding and categorization by location, requests, procurement, and the process through vendor payment. It is a documented customer workflow, rather than a promise that every business needs the same system.
