Last Updated: July 26, 2022

Purchase Request Form Outline
RoleForm SectionDescription
PurchasingMaterials Request DetailsUse the fields to filter material from Task Group, Task Category, and Task Name.
PO DetailsEncoding of the material from the selected Vendor, PO Number, PO Unit Cost, PO Line Total and Delivery Date.

Creating a Purchase Order
Once the Purchasing receives a notification on Steer of the materials that need to be purchased, they will create a Purchase Order for the requested materials using the Purchase Request form.

Head to the Site Materials module (Project Dashboard > Sidebar > Site Materials) and select Purchase Request.

On the Purchase Request summary page, click Create Ticket.
On the Purchase Request form, filter the task under the Request Details section.
Click the materials and enter the quantity needed for the request.

Once done, click Submit Ticket.

Next Article: Purchase Order: Approving and Generating PO Details
Previous Article: Materials Request: Checking the Inventory

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