How to create a purchase request.
- Click the "New Purchase Request" button in the top right.
- If your company uses departments: Select the required department from the list that appears
- Select the supplier for the request
- If the supplier hasn’t been added yet, you can proceed to do so using the “New Supplier”.
- In the “Item Description" field fill in/or select the name of the product or service that you are planning to buy. You can also enable a SKU field for products.
- Select the budget being used for this request on each item.
- Enter the unit price, quantity, and tax rate if tax rate is applicable.
- In the yellow "Notes to Supplier" field, you can add any additional information that you would like your supplier to see.
- Drag and drop attachment files such as quotes and invoices onto the drop zone or simply use the “Browse Files” button to locate and upload the file or multiple files at once.
- Make sure all required fields are filled in. Required fields are marked with a red asterisk "*"
- You can either click "Send" or "Save as Draft" at the bottom. Clicking send will send the purchase request for approval to the designated approvers, or it will become self approved. If you save it as a draft, you will be able to find the request under "Requests" -> "Drafts" on the left hand menu.
Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.