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Purchase Requests Overview

< 1 min read

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A purchase request is a list of parts or services you need. You can send it to suppliers, collect their quotes, compare them and turn the best one into a purchase order.

  1. Click Purchasing in the sidebar (under Stock & Purchasing & Shop) and click Purchase Requests.
  2. The tabs show All, Draft, Approved, Rejected and Cancelled requests. Each row shows the Purchase Request #, Vehicle, Requested by, Department, Request time, Status and the PO # it was turned into.
    Purchase Requests List With The New Purchase Request Button
  3. Hover over a request to View, Edit or Delete it. Under Options you can download a PDF, email the request to a supplier (envelope) or share it with suppliers (share button).
    Purchase Request Row Options And The Options Buttons
  4. Click the status in the list to change it, for example back to Draft or to Rejected.
    Purchase Request Status Menu In The List

Next: Create a Purchase Request · Send a Purchase Request to Suppliers · Compare Quotes

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