Note: Purchase Requests are available on Pro and Enterprise plans .
Users can submit a Purchase Request to notify their organization of a need for specific items. This process documents the intent to purchase and initiates the internal approval workflow.
Select Purchasing from the Navigator panel.
Select Purchase Requests.
Select + Create Purchase Request.
Select a Vendor from the dropdown menu (Optional).
Select the destination location from the Request For dropdown menu.
Select a Cost Center from the dropdown menu (Optional).
Select Add Record to browse items currently in your inventory.
Select the appropriate Category from the list on the left (e.g., Drills).
Check the boxes next to the items you wish to request.
Select Add Models to move the selected items to your cart.
Select the Cart icon in the top-right corner of the window.
Select the Purchase Request button at the bottom of the side panel to go back to the Purchase Order.
Select + Add Item to manually enter details for items not currently in your inventory.
If applicable, adjust the Quantity and Unit Cost for each line item in the main grid.
Select Save as Draft to continue later or select Submit to move the request to Submitted status for approval.
