Purchase requests

Purchase RequestsEnables an employee to make a request that a particular item be purchased.The process is the approved by the authorised officer.
The process involves making purchase request and later approval.you can search ,delete or edit a purchase request as explained below.

Figure 5.5.1 Making a Purchase Request

Figure 5.5.2 Editing or Approving Purchase Request

STEPS THROUGH PURCHASE REQUESTS

Making a purchase request

• You can make a new purchase request by clicking on the new icon on the toolbar.
• On click a window appears as show in Figure 5.5. 1
• Enter the number of items returned on the input box beside the 'Return' button.
• Click on the 'Return' button to record the asset as returned.

Viewing purchase requests

• You can view purchase requests by clicking on 'Purchase Requests' tab on the left side of the Menu.

Searching purchase requests

• You can search an item based on the Asset Category orRaised by by selecting the criteria you want to search by from the dropdown menu.
  To search ensure you have a view of the records as explained above in 'View Purchase requests' procedure.

Editing a purchase requisition

• This is done by double clicking on the purchase requisition you wish to edit.
  or by Clicking on the purchase requisition and then click Edit button on the toolbar.
  A window as shown in Figure 5.5.2 appears.Make the necessary changes and click on the 'Save details' button to save the changes made.



Approving a purchase requisition

Note: you should be logged in as a user with permission to make a purchase requisition approval

• This is done by double clicking on the purchase requisition you wish to approve.
  A window as shown in Figure 5.5.2 appears click on 'Approve Request' button to approve the purchase requisition.



Deleting a purchase request

• To Delete double click on the row you wish to delete
  upon doing so a window appears as shown in Figure 5.5.2
• Upon clicking the 'Delete' button a message appears on the window to confirm your deletion.

Printing a list of purchase request(s)

• View all the requisitions by clicking on the 'Purchase request' tab on the rightside menu.
• Click on the print icon,a dropdown menu appears with two options.

Pdf

• This option prints/generates a Pdf document

Xls

• This option prints/generates an Excel/Spreadsheet document