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Amman, Jordan[email protected]+962 795 900 124
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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Purchase: from request to paid

Ask to buy: purchase requests and quotations

Someone asks for what they need. The request is approved, shared with vendors, and their prices come back as quotations.

Where

Purchase › Procurement › Purchase Request

Who

Anyone may ask; approvers and buyers decide.
1
Press + Purchase request. Type the Subject (what a vendor reads first) and when it is Required on. Requested by is you unless you choose someone else.
2
Fill the lines: the Item from the catalogue, What is being asked for, the Quantity, the Unit and the Estimated unit price. An item that is not in the catalogue yet can still be asked for: describe it. + Add a line adds another. If it helps, set the Document type, Department and Project.
3
Press Save request.
The Purchase request form

The list shows Reference, Subject, Required on, Requested by, Vendors, Estimated total, Purchase orders and Status. Narrow it by status or by department; tick Show archived to see archived requests.

The purchase requests list

The request’s page

Press a request: its page slides in over the list. It has no tabs; it reads top to bottom: Details, Lines, Files and Activity. On each line In stock is read from the warehouses every time the page opens, so you see what the company holds now.

ButtonWhat it does
Move to Submitted, Move to Approved, Move to Rejected, Move to ClosedMoves the request to that status.
Share with vendorsTick the vendors who should quote. Sharing one request with several vendors is what makes their quotations comparable.
Correct this requestOpens the request to change it.
Copy to a new request, ArchiveStarts a new request with the same lines; puts this one away.
View PDF, DownloadThe request as a file.

Each price a vendor answers with is recorded under Quotations.

Flowrica on this screen

Flowrica can raise the request with you, one question at a time: open her from the top bar and choose Raise a purchase request. Nothing is saved until you press the form’s own button.

Before: Add a vendor · Next: Purchase orders