Purchase Requests

Companies relying on manual or semi-manual purchase request processes that involve filling out forms, sending emails, and using spreadsheets can be cumbersome for both employees and managers.

Purchase Requests simplifies and standardizes the procurement process by centralizing requests for quick approvals and easy tracking, streamlining a more effective request process enabling more informed decision-making.

Companies relying on manual or semi-manual purchase request processes that involve filling out forms, sending emails, and using spreadsheets can be cumbersome for both employees and managers.

Purchase Requests simplifies and standardizes the procurement process by centralizing requests for quick approvals and easy tracking, streamlining a more effective request process enabling more informed decision-making.

Effortlessly manage and track purchase requests

  • Collectively see all purchase requests in one place, ensuring nothing gets missed
  • Easily view information about each request and current status
  • Know which requests are associated with Work Orders, Projects, Sales Orders, or Customers

Easy request creation with automated data population

  • Easily create new purchase requests by selecting items from the Parts app.
  • Automatically populates part numbers and manufacturer information
  • Quickly access pricing for each item based on past orders, aiding in cost estimation
  • Submit your request for items to be purchased through Purchase Orders with a simple one-click button
  • Access your complete transaction history for an up-to-date overview

Customizable approval workflow and instant communication

  • Set status of a request from draft, approval to request
  • Setup a single or multi-step approval process with all those who need to sign off
  • Communicate with managers or project leads to obtain clarification or get quick responses to any questions pertaining to a specific purchase request

Purchase Requests App Features

  • Access a full list of purchase request records
  • Quickly retrieve item details and quantities needed for each request
  • Employ the board view to seamlessly transition requests from draft to approved and submitted