You can add multiple suppliers within a single purchase request. This is useful when working on a project and need to request multiple items at once.
- Navigate to 'Employee' from the User Home and click on 'Add Free Purchase Request' at the top.
- Enter all the necessary details. For more information on the required data, click here.
- To add multiple items for the same supplier, click on '➕ Add Item' at the bottom left of the card.
If you want to add items for a different supplier, click on '➕ Add request items for another supplier' at the bottom.
A new card will appear for this supplier. Select the supplier for which you want to order the items. Within this supplier's card, you can add multiple items by clicking on '➕ Add Item'. Add as many suppliers and items as needed.
Once your request is approved, the items will be ordered from the respective suppliers. If you have selected automatic order submission, it will be done automatically after approval. Otherwise, it needs to be done manually.
The status of the ordered items is displayed for each supplier. To view this, go to 'Employee' from the User Home and click on 'Purchase requests' in the left sidebar. The status is shown in the table on the right. Hover over the status to get more information about the approval process, order status, and receivals.
