Steps
1
Go to Purchase Requests
In the left sidebar, click Procurement, then Purchase Requests.
2
Click New Request
Click New Request in the top-right corner.
3
Enter the request details
Fill in the header information:
- Title — a short description of what you’re requesting (e.g., “Science Lab Supplies - Term 2”)
- Preferred supplier — the vendor you’d like to order from (optional)
- Required by date — when you need the items
- Notes — any context or justification for the purchase
4
Add line items
Click Add Item and for each item enter:
- Description — what the item is
- Quantity — how many you need
- Unit price — the estimated cost per unit (optional)
- Link to inventory item — if this restocks an inventory item (optional)
5
Submit
Click Submit for Approval. The request will be sent to your Admin or Manager for review. You’ll receive a notification when the status changes.
Next steps
Review and Approve
Learn how managers review and approve purchase requests.