Why does each request need a title?

In Tradogram, the Title field serves as the primary identifier for your requisitions and negotiation events (RFQs/RFPs). While the system generates unique ID numbers, a descriptive title is essential for organized procurement management.

Efficiency in Tracking and Location

The title provides an immediate, high-level description of the request's intent. Instead of searching through a list of generic ID numbers like REQ-1024, a title like "Q4 Office Furniture Upgrade" allows team members to identify the purpose of the request at a glance.

Optimized Search and Filtering

Titles act as a metadata layer for your procurement database. By using specific keywords or standardized numbering conventions within your titles, you can:

  • Filter results quickly: Instantly pull up all requests related to a specific project (e.g., using a prefix like [PROJ-X]).
  • Locate historical data: Find past negotiations for specific commodities (e.g., "Annual Software Licensing 2024") to compare pricing or terms.

Improved Collaboration and Communication

Requests often involve multiple stakeholders, including creators, approvers, and suppliers.

  • For Approvers: A clear title helps managers prioritize their approval queue by understanding the urgency or department associated with the spend.
  • For Suppliers: When a request is sent for negotiation, the title is often the first thing the vendor sees. A professional and clear title (e.g., "RFQ - Industrial Safety Equipment") ensures the vendor understands exactly what they are bidding on.

Strategic Organization

Using titles allows you to group related transactions that may occur across different months or branches. If your company uses specific coding for events—such as "EVENT_01_Marketing_Materials"—incorporating this into the title field ensures that your reporting remains clean and easy to interpret during a year-end audit.

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