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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.

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Next steps

Review and Approve

Learn how managers review and approve purchase requests.