Purchase Requests
Create and manage purchase requests
Purchase Requests
Purchase requests are the foundation of the procurement workflow. Create requests for items you need, and track them through approval, payment, and receiving.
Administrator Access
View and manage all purchase requests across all branches
Request Workflow
Creating a Purchase Request
Navigate to Purchase Requests
Click "Purchase Requests" in the sidebar, then click the "New Request" button
Fill in Request Details
Enter the item title, select a category, specify quantity, unit, and price. Add multiple items if needed.
Add Supporting Information
Include a description, select priority level, and optionally attach documents
Save or Submit
Save as draft to continue later, or submit directly for approval
Filtering Requests
Use the filter bar to find specific requests:
By Status
Filter by Draft, Pending, Approved, Rejected, or Received
Search
Search by request number, title, or requester name
Approval Actions
As Administrator, you can approve or reject pending requests from the Approvals page or directly from the request detail view.
Purchase Requests
Purchase requests are the foundation of the procurement workflow. Create requests for items you need, and track them through approval, payment, and receiving.
Finance Access
View branch requests and approve/process payments
Request Workflow
Creating a Purchase Request
Navigate to Purchase Requests
Click "Purchase Requests" in the sidebar, then click the "New Request" button
Fill in Request Details
Enter the item title, select a category, specify quantity, unit, and price. Add multiple items if needed.
Add Supporting Information
Include a description, select priority level, and optionally attach documents
Save or Submit
Save as draft to continue later, or submit directly for approval
Filtering Requests
Use the filter bar to find specific requests:
By Status
Filter by Draft, Pending, Approved, Rejected, or Received
Search
Search by request number, title, or requester name
Approval Actions
As Finance, you can approve or reject pending requests from the Approvals page or directly from the request detail view.
Purchase Requests
Purchase requests are the foundation of the procurement workflow. Create requests for items you need, and track them through approval, payment, and receiving.
Department Manager Access
View and approve branch requests
Request Workflow
Creating a Purchase Request
Navigate to Purchase Requests
Click "Purchase Requests" in the sidebar, then click the "New Request" button
Fill in Request Details
Enter the item title, select a category, specify quantity, unit, and price. Add multiple items if needed.
Add Supporting Information
Include a description, select priority level, and optionally attach documents
Save or Submit
Save as draft to continue later, or submit directly for approval
Filtering Requests
Use the filter bar to find specific requests:
By Status
Filter by Draft, Pending, Approved, Rejected, or Received
Search
Search by request number, title, or requester name
Approval Actions
As Department Manager, you can approve or reject pending requests from the Approvals page or directly from the request detail view.
Purchase Requests
Purchase requests are the foundation of the procurement workflow. Create requests for items you need, and track them through approval, payment, and receiving.
Staff Access
Create requests and track your own submissions
Request Workflow
Creating a Purchase Request
Navigate to Purchase Requests
Click "Purchase Requests" in the sidebar, then click the "New Request" button
Fill in Request Details
Enter the item title, select a category, specify quantity, unit, and price. Add multiple items if needed.
Add Supporting Information
Include a description, select priority level, and optionally attach documents
Save or Submit
Save as draft to continue later, or submit directly for approval
Filtering Requests
Use the filter bar to find specific requests:
By Status
Filter by Draft, Pending, Approved, Rejected, or Received
Search
Search by request number, title, or requester name