Skip to main content

Purchase Request

The Purchase Request feature is used to create a list of consumable inventory items to be ordered or purchased by each department. This process helps departments formally request items needed for operations.

Step-by-Step Process for Creating a Purchase Request​

  1. Select the Inventory & Assets menu, then click the Purchase Request submenu to open the Purchase Request window.
  2. Click the Insert button to add a new request. The Purchase Request Editor window will appear.
  3. Fill in the general information:
    • Select the creation date in Date.
    • Enter the employee making the request in Request By.
    • Add any relevant notes in Remark.
  4. Add the items to be ordered in the Detail Information section:
    • Select the item to be ordered in Item.
    • Enter the quantity in Quantity.
    • Enter the unit of measure in UOM.
    • Add any item-specific notes in Remark.
    • Click Insert to add the item to the list.
    • Repeat these steps to add more items as needed.
  5. To edit an item:
    • Select the item in the detail table and click the Update/Edit icon. The button will change to Save.
    • The fields will populate with the selected item's data. Make the necessary changes.
    • Click Save to update the item. The button will revert to Update.
  6. To delete an item:
    • Select the item in the table and click the Delete (x) icon.
    • The item will be removed from the list.
  7. To finish the purchase request process, click Cancel to exit.

© 2024 PT. Cakra Media Data