Opening a new Purchase Request

This tutorial walks you through the process of opening a new Purchase Request

Watch the guide

13 steps

8 months ago

1
Click the Create New button
Click the&nbsp;<b>Create New </b>button
2
Select a Supplier from the list
Select a Supplier from the list
3
Click Bridge Street Books
Click <b>Bridge Street Books</b>
4
Select a Purchase Category from the list. You can only select one of the Categories where you are an Approved User.
Select a Purchase Category from the list. You can only select one of the Categories where you are an Approved User.
5
Start adding items to the Purchase Request
Start adding items to the Purchase Request
6
Click Add
Click <b>Add</b>
7
Add another item if needed. You can add many items to a purchase request.
Add another item if needed. You can add many items to a purchase request.
8
You can remove any of the added items with this button
You can remove any of the added items with this button
9
Click Submit
Click <b>Submit</b>
10
Your new Purchase Request is now appearing in your account. Management will receive an email to let them know this is created. Now you just need to wait for it to be approved.
Your new Purchase Request is now appearing in your account. Management will receive an email to let them know this is created. Now you just need to wait for it to be approved.
11
Click See Details
Click <b>See Details</b>
12
You can see the Status of this Purchase Request here
You can see the <b>Status </b>of this Purchase Request here
13
Options for Editing and Deleting this request are here.
Options for Editing and Deleting this request are here.