Requisition of Material

This module manages the creation of a product request or a purchase quote for a vendor.

A Requisition of Material can be originated from:

1. An existing Purchase Order (Demand), or

2. The buying department.

Request Material from a Purchase Order

To make a Requisition of Material from an existing PO (demand), go to the Purchase Order Form:

Home / Customers / Sales / Create Purchase Order

https://farm.unosof.com/index.cfm?event=PurchaseOrders.Form.OMQUICK

Inside your Purchase Order, find the BUY button on the header of the page.

Find the BUY button inside your PO.

Click on the BUY button, which will show a pop-up message, to confirm your action.

Confirm Purchase Request

Clicking Ok will create a Requisition of Materials Form with the exact content from that PO.

Requisition of Materials Form

Click on the link for how to view all your purchase requests.

Request Material from the Buying Department

To make a Requisition of Material, go to:

Home / Vendors / Requisition of Materials / New Request for Materials

https://farm.unosof.com/index.cfm?event=Purchasing.Form

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.

Requisition of Material Page

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.

Requisition of Material Page

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.

Requisition of material editing

Hit Save to save your Purchase Request.

Click on the link for how to view all your purchase requests.

Send the Requisition of Materials

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

Email the Requisition of Materials

Clicking on any option will open up an email form.

Select the email address, to whom you would like to send the email.

Email form

Email Quote Request to Vendor

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.

Request for Flower Purchase Quote

Email Confirmation Request to Vendor

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.

Request for Flower Purchase confirmation