Relyant Documentation — Facilities & Operations Management

Purchase requests (PRs) are the first step in Relyant’s procurement workflow. Before a purchase order is issued to a supplier, team members submit a purchase request describing what they need. Managers review and approve the request before it becomes a purchase order.

How purchase requests flow

A team member submits a purchase request with the items needed
A Manager or Admin reviews and approves or rejects the request
If approved, the request can be converted into a purchase order

Purchase request statuses

Status	Meaning
Draft	Created but not yet submitted
Submitted	Awaiting approval
Approved	Approved and ready to convert to a PO
Rejected	Declined with a reason
Converted	Converted into a purchase order

All members can submit purchase requests. Admins and Managers can approve, reject, and convert them to purchase orders.

How-to guides

Create a Purchase Request

Submit a request for goods or services.

Review and Approve

Assess and approve or reject incoming purchase requests.