Purchases
Introduction
Use the Purchases module to manage internal purchase requests and create requests.
Internal purchase requests
Access: Purchases → Internal requests
Open the Internal Requests menu.
Here, you can select different requests based on their status:
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Draft;
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Requested;
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Accepted;
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Purchased;
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Refused;
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Cancelled.
An example:
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Accepted: click on a purchase request with the status “Accepted.”
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See lines: on the purchase request form, click on “See lines.” A new window will open.
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Add a product: If you want to add a product, click on “Add product.” Select the product, quantity, and unit. Save the changes you have made.
Create a request
Access: Purchases → Create a request
Open the “Create a request” menu. Enter the following information:
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Request description: provide a description.
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Product: select a product.
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Product title: the product title will be displayed automatically once the product has been selected.
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Quantity: specify the quantity.
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Add: once the product has been selected, add it.
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Unit: select the type of unit.
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Create: click on the “Create” button to create the request.