Goal:
- Creating a Request
- Making a new Order Request
- How to submit an Order
In this article, we refer to “Location” and “Department”. Your domain may have different labels due to custom organizational categories. Learn more here.
Steps
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Select the Request tab within the left sidebar, and select Order.
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Select the + Request order button.
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Within the new page, fill in the appropriate fields, including Date Required.
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Add item(s) to the request by using the following options.
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Add a new item by clicking + Add New Item
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Import multiple items into the request via a CSV by clicking Import order items. How to Import Order Items into a Request for Order.
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Add item(s) via using PunchOut and Checkout Suppliers by clicking Supplier portal.
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Select items from the Product Catalog by clicking Add from catalog.
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Add previously request item by clicking Item history.
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Ensure the appropriate Approver is selected.
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Click Submit request
Success! You've created your very own order request.
Additional Information:
- If the Request tab is not visible within the sidebar, please reach out to your organization's Procurify administrator.
- Procurify supports up to 50-75 line items per order request.
- What is the Product Catalog?