When making any procurement decision, whether it is to purchase new tools or renew existing ones, you have the option to enlist Sastrify's support and involve our IT buyers in your process.


This will trigger the creation of a procurement support request. Through this request, an IT buyer from Sastrify's experienced procurement team will assist you in completing specific tasks within your procurement initiative. The types of tasks or involvements that fall within our scope of services include:

IN THIS ARTICLE

How to request new procurement supports


There are two ways to involve Sastrify and to initiate the creation of a new Procurement Support Request:

  • Primary method: From the dedicated Procurement Support page from your left side menu bar.
  • Secondary method: From an active and ongoing initiative.


Continue to the next section for detailed instructions on how to use each method.

 

Q: What distinguishes these two methods and how do you decide which to use? 

A: Both methods serve the common purpose of initiating a Procurement Support Request to engage our IT buyers for specific services: negotiation support or custom benchmarking support. 

We highly recommend utilizing the Procurement Support page for its simplicity, speed, and ease of access, allowing you to create a request within minutes. 

Alternatively, using Sastrify as part of an active initiative is more ideal for users who have a standardized approval process in place and would like to request procurement support from the already established framework and policy. 

The primary method does not require the creation or use of an initiative, while the secondary method does.


Involving Sastrify from the procurement support page


Locate the Procurement Support page from the left-hand menu.


Once there, you'll find four key building blocks:

  1. "Involve Sastrify" Button – Click to initiate a new procurement support request. This will open a form with multiple steps and questions to collect the necessary details.

  2. Search Bar – Quickly locate specific requests within the table below by entering relevant keywords.

  3. Tracking Table – Displays all previously submitted procurement support requests. You can sort data, modify columns, or apply filters to customize your view. Each request appears as a separate line item and is clickable, allowing you to open its detail page. From there, you can access the Conversation tab to communicate and collaborate directly with the assigned IT buyer.

  4. Active & History Tabs – The Active tab lists ongoing requests, while the History tab stores closed support requests for future reference.




From this page, creating a new support request is very straightforward: 

  1. Click the "Involve Sastrify" button.
  2. Choose the appropriate use case.
  3. Select the type of involvement or support needed.
  4. This action will open an input request form, with content tailored to your previous selections.
  5. Fill out all the information on the form. The more complete, the better. 
  6. At the bottom of the page, you can also add other users or stakeholders who should be notified about the progress of the request.
  7. Finally, click "Submit" to send your request.
  8. Once completed, the new support request will be listed in the tracking table on the main page.


To ensure the best service and streamline the procurement process, please always:

  • Upload all relevant documents (e.g., current contracts, quotes, proposals, invoices, or any other useful files).

  • Provide complete and accurate information by filling out all input fields with clear and precise details.

A well-prepared request allows our IT buyers to start immediately, minimizing delays caused by back-and-forth communication and ensuring a faster resolution.



Each procurement support request also includes a status, keeping you informed of its latest development:

  • Open – Automatically set when the request is created.

  • In Progress – Indicates the request is actively being worked on.

  • Pending – Requires a specific action from the customer.

  • Closed – The request has been resolved and remains in the tracking table for reference.


Procurement support detail page


Each procurement support listed in the tracking table is clickable, allowing you to open its detail page, which consists of two tabs: 


1. The Conversation tab enables seamless communication with your assigned IT buyer and internal colleagues by tagging them in discussions.


Use this space to post comments, share status updates, and exchange important information related to your request. Additionally, you can edit or delete any comment by clicking the three-dot button next to each entry.




2. The Overview tab provides a detailed summary of the procurement support request based on the information entered in the submission form.


This tab also displays any uploaded files, such as contracts or order forms, and allows you to upload additional files at any time for better documentation and collaboration.


Involving Sastrify from an active procurement initiative


This method of involving Sastrify and submitting a request for procurement support, as mentioned above, requires the creation of an initiative. Please read this article to learn how to use and work with the Initiative feature.



To locate the "Involve Sastrify" button on the tool line item under the Tools section of the initiative detail page, follow these steps:

  1. Navigate to the initiative detail page.
  2. In the Tools section, find the specific tool line item you need support with.
  3. Look for the "Involve Sastrify" button associated with that tool.
  4. Clicking the button will open an input request form.
  5. In this form, you can select the type of involvement you require:
    • Request benchmark (for Custom Benchmarking & Contract Review)
    • Renewal & Negotiation support
  6. Complete all required information.
  7. Click "Submit" to submit your request.

Involving Sastrify from Jira by Using Sastrify - Jira Integration


For Jira users, Sastrify is equipped with an integration that connects the two applications, whose function is to allow tool owners to create and manage procurement support requests directly from their Jira environment without having to log in to Sastrify. For more information on how to install the Jira app and use the functionality, please read this article.