Purchase Request
Go to: Purchase → Purchase Request
A purchase request (PR) is an internal document raised by a department or employee to request procurement of goods or services.
Creating a Purchase Request
Open Purchase Request Form
Navigate to Purchase → Purchase Request and click New.
Fill in Request Details
| Field | Description |
|---|---|
| Transaction Date | Date of the request |
| Required By | Date by which items are needed |
| Purpose | Reason for the purchase (e.g., restocking, project) |
| Department | The requesting department |
Add Items
| Field | Description |
|---|---|
| Item | Item to procure |
| Quantity | Quantity needed |
| UOM | Unit of measure |
| Warehouse | Destination warehouse |
Submit
Click Submit to send the request for approval.
Converting to Purchase Order
Once approved, a purchase request can be converted directly to a purchase order:
- Open the approved purchase request.
- Click Make → Purchase Order.
- Select the supplier and confirm pricing.
- Submit the purchase order.