Guide: Purchase Request

Purchase Request

Used to create purchase request. After the purchase request has a status of Approved, it can be shared to the vendor.

In case the purchase request has a status of Draft or Rejected, the purchase request cannot be shared with the vendor

Create Purchase Request

• Step 1. Create approval process for Purchase request ( if nececessary) atapproval setting.
• Step 2.Go to Purchase requestmenu under Purchasemodule from the left sidebar-> Click Newbutton
• Step 3. In the Add new Purchase request page, fill the following details: 1. Enter the Purchase Request Name.2. Select the Project.3. You can create a purchase request from Sales Estimateor Sale invoiceandavailable itemsorenter arbitrary names for undefined items.Sale estimate: get estimates with states Draft , Send , Expired. Accepted (except Declined).Sale invoices:  Get all invoices except the one with Draft and Cancelled status.4. Select the Currency.5. Select the Department.6. Select Requester.7. Select Share to vendor:  After purchase request is selected Approved⇒ vendor can see this purchase request in their portal.8. Enter the Description.
• Step 4. Click Savebutton
• Step 5. Approve purchase request (if there is an approval process)1.  Select Purchase request as Not yet approved-> Click View2. Click Send approval request ⇒ notify you to send approval request successfully. Approvers receive approval request notifications via email and web3. Log in to the approver account -> click on the notification requesting approval -> Click the Approvebutton -> enter the content in the Reason field (if any) -> select Approveor Deny. ⇒ successful approval notification ⇒ Purchase Request creators get notified.
• Step 6. After purchase request status is Approved -> allow View PDF, Send Request Quotation email and Share PR to vendor

Send Request Quotation email

• Step 1. Select the approved Purchase Request -> Click
• Step 2. In the Send a purchase requestpopup,fill the following details: 1. Select thecontactsto send this purchase request2. Check/uncheck Attach a Purchase Request PDF3. Enter the Additional content
• Step 3.Click Send

Share Purchase Request to vendor

Step 1. Select the approved Purchase Request -> Click

Step 2. In the Share purchase requests to vendors, select thevendorand click Sharebutton

==> these vendor will see this Purchase request in their portal.

Purchase Request Detail Contains Purchase Request information and related quotations.

Contains Purchase Request information and related quotations.

• Step 1. Go to Purchase Requestmenu under Purchasemodule from the left sidebar
• Step 2. Select a purchase request and click View Compare Quotation: show all quotes created from purchase request. Used to compare quotation of vendors.