Admin Access Required

🛒 Purchasing Tracker

New Request Approvals Track Orders Admin

User Management

For Slack mentions in notifications. Find in Slack profile.
Username Full Name Slack User ID Role Created Actions

Vendor Management

Vendor Name Created Actions

Category Management

Variables: {{id}}, {{order_name}}, {{category}}, {{approver}}, {{vendor}}, {{total}}, {{requester}}, {{requested_arrival_date}}, {{link}}
Category Name Assigned Approver Created Actions

Funding Sources Management

Name Description Status Created Actions

Approval Settings

Configure the multi-approval system for high-value purchase requests.

Purchase requests at or above this amount require multiple approvals
Number of approvals needed for high-value purchases

Application Settings

The base URL of your application (used for generating direct links in notifications). Example: http://localhost:3000 or https://purchasing.yourcompany.com

Slack Notifications

Configure Slack webhook notifications for important purchase events.

Leave empty to disable Slack notifications. Get your webhook URL from Slack Incoming Webhooks
Default approval template (overridden by category-specific templates). Variables: {{id}}, {{vendor}}, {{total}}, {{requested_arrival_date}}, {{order_name}}, {{category}}, {{approver}}, {{requester}}, {{link}}
Sent when a request requires multiple approvals. Variables: {{id}}, {{vendor}}, {{total}}, {{order_name}}, {{requester}}, {{required_approvals}}, {{link}}
Sent when a purchase order is marked as ordered from vendor. Variables: {{id}}, {{vendor}}, {{total}}, {{actual_amount_spent}}, {{requested_arrival_date}}, {{tracking_number}}, {{estimated_delivery_date}}, {{order_name}}, {{requester}}, {{link}}
Sent when an order arrives and needs to be received. Variables: {{id}}, {{vendor}}, {{total}}, {{actual_amount_spent}}, {{tracking_number}}, {{estimated_delivery_date}}, {{requested_arrival_date}}, {{order_name}}, {{requester}}, {{link}}

📊 Google Sheets Integration

Automatically export purchase orders to Google Sheets when marked as ordered
Copy the webhook URL from your Google Apps Script deployment
Automatically export to Google Sheets when an order is marked as "ordered"

Setup Instructions:

  1. Create a Google Sheet
  2. Go to Google Apps Script
  3. Create a new project and paste the provided code
  4. Deploy as a web app with execute permissions for "Anyone"
  5. Copy the webhook URL and paste it above