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Steps

1

Go to Purchase Requests

In the left sidebar, click Purchase Requests.
2

Start a new request

Click New Request.
3

Enter the request details

Enter a Title, such as “Office supplies for Q2”, and optionally a Required By Date.
4

Check the department

Department defaults to your department. Every line uses it unless the line sets its own. Change it if the purchase belongs to another department.
5

Add line items

Click Add Item and choose what you’re ordering:
  • Inventory Item — parts, supplies, and tools tracked by stock quantity. Click Search inventory to pick an existing item, or use Manual Entry to type a name.
  • Assets — equipment tracked individually. Search your assets or enter a name, category, manufacturer, and model.
If an inventory item has variants, such as sizes, choose one under Select a variant. Each line needs a variant for such an item.For each item, enter the Qty, Unit, and Est. Cost, plus an optional description. The Total updates as you go.If your organization uses accounting codes, pick an Account for the line. It may already be filled in from the item’s or category’s default. You can also set a Department for just that line.
6

Add notes (optional)

Use Internal Notes for context or justification.
7

Submit

Click Submit for Approval, or Save as Draft to finish later.
After you submit, the request waits in Approvals for an approver.

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Edit a request

You can edit a request while it’s Draft or Submitted. Open it and click Edit. A draft can also be submitted with Submit or removed with Delete.

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Share a request

From a request’s actions menu, click Print PDF to download it, or Send Email to email it to a recipient. Line variants appear on the PDF and in the email.

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Next steps

Review and approve

Learn how approvers review purchase requests.