The Genesis: Procurement Requests
Every organizational purchase begins with a "Request for Requisition". This ensures that spending is justified before a single vendor is contacted.
Submitting a Request
When a staff member needs items that are out of stock or requires new capital equipment, they initiate a Request. Key metadata includes:
- Purpose: A clear justification for the purchase.
- Requirement Date: When the items are needed (assists in AI lead-time calculation).
- Associated Project/Cost Center: For budget tracking and departmental allocation.
Inventory Link: If you request an item that is already in stock at a different warehouse, the system will suggest an Internal Transfer instead of an external purchase to save costs.
Support escalation
Open support guide
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Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.