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Buy from a vendor

Buy from a vendor turns a decision to buy into a reviewed upstream, a signed Agreement and a spending Mandate before the first charge.

Trigger

Runs on Decision.created where choice = 'buy'. Part of Procure, run by the Operations Team.

Steps

  1. Review the vendor before any data or money reaches it.
  2. Sign the vendor’s Agreement within the fallback positions.
  3. Grant a Mandate with a monthly Limit for the vendor’s charges. It waits 1 business hour first.
  4. Issue a Card locked to the vendor under that Mandate.
  5. Record the vendor’s renewal date as a Task for the Operations Lead.

Outputs

Example

The Founder decides to buy a $49-a-month scheduling tool. The vendor passes review and its terms are signed. A Card locked to that vendor, with a $60 monthly Limit, is issued the same day.