Purchase Request

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Menu: Purchase | Purchase Request...

Introduction

  • Purchase Request is an internal document used within a company between departments to request for purchase or a product
  • For example, you want to purchase more office supplies. You have to submit a purchase request to the purchasing department .
Purchase request browse.png
Purchase request new.png

Purchase Request- Entry

1. Click on New button.
2. You can leave the supplier name blank if you don't know the supplier's name.
3. Select the items that you want to purchase
4. Write a description to explain your purchase
Purchase request entry.png
5. Click the Save button once you are done. Below is the example of the entry created:
Purchase request new.png

Purchase Request - More : Project

  • There are 2 types of project you need to be take note.
  1. Document Project
  2. Detail Project
  • For document project, you need to point to MORE section (on the left side bar).
  • For detail project, you have to insert the project column out from Field Chooser.
Purchase request project.png


Purchase Request - Attachment

You can use this feature to attach external PDF, excel, word documents and image files.

Purchase request attach.png
1. Go to the left of the screen and click "Attachment"
2. Click the small black arrow at the red plus icon
3. select File , and choose the file form your computer that you want to attach

Purchase Request - Note

1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
5. You will get prompted the Save changes? message. Click YES to save it.
Purchase request note.png


Purchase Request- Report

  • After saving your purchase Request, you can preview your report. Press the preview icon to preview your report
  • You can print, export your report, or send it to your customer via whatsapp.
Purchase request preview report.png

How to send report via Whatsapp

Whatsapp pr1.png

A QR code will appear on the screen. Scan the QR code with your Whatsapp's WhatsappWeb function

See also