Requisition of Material
This module manages the creation of a product request or a purchase quote for a vendor.
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This module manages the creation of a product request or a purchase quote for a vendor.
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A Requisition of Material can be originated from:
An existing Purchase Order (Demand), or
The buying department.
To make a Requisition of Material from an existing PO (demand), go to the Purchase Order Form:
Home / Customers / Sales / Create Purchase Order
Inside your Purchase Order, find the BUY button on the header of the page.
Click on the BUY button, which will show a pop-up message, to confirm your action.
Clicking Ok will create a Requisition of Materials Form with the exact content from that PO.
To make a Requisition of Material, go to:
Home / Vendors / Requisition of Materials / New Request for Materials
Select the filters to create your Requisition of Materials document.
Requested By: User who is requesting the purchase.
Drop-Off: Place where the vendor drops-off the product. It can be a pick up, farm delivery or a specific cargo agency,
Priority: Assign a priority for this request:
Request Date: Select a request date
Due Date: Select a due date for this quote.
Click on the Save button to save the request header.
On the center of the page, select the warehouse and the product to be quoted. Select number of units to be added and the price per stem.
To add a product line, click on the "Add product" button. This will create a new line to fill in.
Use the X icon to delete a line item.
For notes and references, use the Memo field.
Hit Save to save your Purchase Request.
On the requisition of materials form, find the Email option.
Here, you have some options to send to:
An internal email (colleague)
An Email Quote Request, or
A Confirm Request
Clicking on any option will open up an email form.
Select the email address, to whom you would like to send the email.
The vendor will receive an email with the Requisition of Materials and the product.
The vendor can submit a quote, by clicking on the Submit Quote button.
The vendor will receive an email with the Requisition of Materials and the product.
The vendor can confirm the request, by clicking on the Confirm button.
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