Warehouse Automation Equipment Purchase Request Form

Streamline Warehouse Automation Equipment Procurement with Paperform

Managing a wholesale distribution warehouse means making smart capital investments that deliver measurable ROI. This Warehouse Automation Equipment Purchase Request Form helps operations managers, procurement teams, and warehouse directors build data-driven business cases for automation equipment—from conveyor systems and sortation equipment to robotics and picking technology.

Built specifically for wholesale distribution and logistics operations, this template captures the critical details procurement and finance teams need: current operational metrics, SKU volume analysis, projected fulfillment speed improvements, labor cost reduction forecasts, and vendor comparisons. Instead of scattered emails and incomplete spreadsheets, you get a structured request that flows smoothly through your approval workflow.

Key benefits for wholesale distribution operations:

• Justify ROI with built-in calculations for labor savings, throughput gains, and payback periods
• Compare vendor quotes side-by-side with detailed equipment specifications
• Analyze warehouse efficiency metrics including current vs. projected pick rates, order accuracy, and capacity
• Track SKU volume impact to ensure automation aligns with your product mix
• Route approvals efficiently with conditional logic based on purchase amount and urgency

The form captures everything from equipment type and technical specifications to integration requirements, installation timelines, and expected impact on warehouse KPIs. Optional fields let you document safety considerations, training requirements, and maintenance costs—giving stakeholders a complete picture before signing off on major capital expenditure.

Automate your procurement workflow with Stepper

Once submitted, connect this form to Stepper to automatically route requests through your approval chain, update procurement tracking systems, notify finance teams, and create project kickoff tasks for approved purchases. Stepper keeps your warehouse automation projects moving from request to implementation without manual handoffs.

Whether you're evaluating automated storage and retrieval systems (AS/RS), pick-to-light technology, or robotic palletizers, this template gives your team the structure to make confident, data-backed equipment decisions that improve warehouse efficiency and reduce operational costs.