How to create and track purchase requistions
9 articles
How to Delete Multiple Draft Requests?This guide will help you delete draft requests in bulk within your account.
How to enable "Shipping and Tax" on the Requests?Do you wish to track the Shipping cost and taxes (if applicable) on purchase requests? Here are the steps to enable this setting.
How to create a Request from a Quote?Convert a supplier quote into a request by following these steps.
How do we know that there is an attached PO to a request?
How to Enable & Use Requisition Type?Want to manage your requisitions based on requisition types? You can set up approval workflows based on requisition type.
Can I upload attachments to an approved document?
How to add items from a catalog to a Purchase Request?
How to create a request from a Punchout Catalog?Punch-out catalogs allow you to browse supplier websites and add items directly to your purchase request without manually entering the data.
How to enable users to add a new supplier on requests?Allow users to add new suppliers on requests by enabling this feature.