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Version: 8.4

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:

  • Draft;

  • Requested;

  • Accepted;

  • Purchased;

  • Refused;

  • Cancelled.

An example:

  1. Accepted: click on a purchase request with the status “Accepted.”

  2. See lines: on the purchase request form, click on “See lines.” A new window will open.

  3. 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:

  1. Request description: provide a description.

  2. Product: select a product.

  3. Product title: the product title will be displayed automatically once the product has been selected.

  4. Quantity: specify the quantity.

  5. Add: once the product has been selected, add it.

  6. Unit: select the type of unit.

  7. Create: click on the “Create” button to create the request.