To create a purchase request, navigate to Purchase > Purchase Request, then select the New button, then give your request a name, select a project if relevant and select the applicable department. If this request is related to a sales invoice, select this dropdown menu to select the invoice number. Once selected you can see a green copy button beside the invoice selection where you can copy the sale invoice details to the table below. The requestor will automatically fill with the staff member that is completing the request but can be updated in the event one party is completing the request for another. Then you can select the checkbox beside Choose (Item) from the list of items. If selected you can begin typing in a product name in the item's line to be able to select items from the item list. Then you can manually change any of the fields in the table and Save your request.
Search Knowledge Base Articles
How do I create a Purchase Request?
Did you find this article useful?
Related Articles
-
How can I access support?
You are not alone, we are here for you! Step 1 - Within your Client portal, select the Support tab&#... -
How do I add a New Staff Member?
To add a new staff member: Step 1 - Navigate to the Setup tab located at the bottom of your lef... -
How can I print a chart from my Human Resource (HR) dashboard?
Human Resources (HR) is at the heart of every organization. HR clearly outlines job descriptions, ro... -
How do I Import a Staff List?
Step 1 - Navigate to Human Resources > Human Resources. Step 2 - From there select the Import fro... -
What is an Org Chart?
An Organization (Org) chart provides a list and a visual of your organization's structure. The ...