Purchase Request: Creating a Purchase Request
Last Updated: August 31, 2023
Before proceeding with the creation of request, below is an outline of the purchase request form that provides a clear overview for users. This form includes a brief description to guide you through the process:
Make sure that the proper form access settings are enabled to each user. You can check and edit the form’s Access Settings.
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.
To begin creating a purchase request, follow these outlined steps:
Head to the Site Materials module (Project Dashboard > Sidebar > Site Materials) and select Purchase Request.
On the Purchase Request summary page, click Create Ticket. This will open the Purchase Request form.
On the Purchase Request form, you may filter the task where the materials are needed under the Request Details section. Then, click Search under the Material List section to jump to the material/s that you need to request, or you can go directly to the Materials List section.
You can select Load More to show more materials in the list, or Load and Select All to automatically select all materials available in the form.
Tick the checkbox beside the material and enter the quantity that you need to purchase.
Once done, click on Submit Ticket to create the purchase request.
Next Article: Purchase Request: Approving and Generating PO Details
Previous Article: Materials Request: Approving a Material Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Creating a Material Purchase Request
Before proceeding with the creation of request, below is an outline of the purchase request form that provides a clear overview for users. This form includes a brief description to guide you through the process:
Purchase Request Form Outline
| User | Form Section | Description |
|---|---|---|
| Purchasing Staff | Materials Request Details | Use the fields to filter the material you are looking for from Task Group down to the Task Name level. |
| Materials List | This section pulls items that have a value of greater than 0 in the Purchase Request Quantity from the Work Order Materials record. | |
| Purchasing Manager | Approval Details | Form section specific to the Purchase Manager to review and include remarks about the purchase order. |
| Purchasing Staff | PO Details | Encoding of the material from the selected Vendor, PO Number, Unit Cost, and Delivery Date. |
Make sure that the proper form access settings are enabled to each user. You can check and edit the form’s Access Settings.
Instructions:
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.
To begin creating a purchase request, follow these outlined steps:
Head to the Site Materials module (Project Dashboard > Sidebar > Site Materials) and select Purchase Request.
On the Purchase Request summary page, click Create Ticket. This will open the Purchase Request form.
On the Purchase Request form, you may filter the task where the materials are needed under the Request Details section. Then, click Search under the Material List section to jump to the material/s that you need to request, or you can go directly to the Materials List section.
You can select Load More to show more materials in the list, or Load and Select All to automatically select all materials available in the form.
Tick the checkbox beside the material and enter the quantity that you need to purchase.
Once done, click on Submit Ticket to create the purchase request.
Next Article: Purchase Request: Approving and Generating PO Details
Previous Article: Materials Request: Approving a Material Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 01/09/2023
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