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) at approval setting.

• Step 2. Go to Purchase request menu under Purchase module from the left sidebar -> Click New button

• 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 Estimate or Sale invoice and available items or enter 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 Save button

• Step 5. Approve purchase request (if there is an approval process)
  1.  Select Purchase request as Not yet approved -> Click View
  2. Click Send approval request ⇒ notify you to send approval request successfully. Approvers receive approval request notifications via email and web
  
  3. Log in to the approver account -> click on the notification requesting approval -> Click the Approve button -> enter the content in the Reason field (if any) -> select Approve or 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 request popup, fill the following details: 
  
  1. Select the contacts to send this purchase request
  2. Check/uncheck Attach a Purchase Request PDF
  3. 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 the vendor and click Share button

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

Purchase Request Detail

Contains Purchase Request information and related quotations. 

• Step 1. Go to Purchase Request menu under Purchase module 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.