Goal:
- Creating a Request
- Making a new Order Request
- How to submit an Order
The following article outlines how to Request an Order. You will need to request permission to follow the steps listed. If the Request tab is not visible within the sidebar, please reach out to your account administrator. Procurify supports up to 50-75 line items per RFO. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.
-
Select the Request tab within the left sidebar, and select Order.
-
Select the +Request order button.
-
Within the new page, fill in the appropriate fields, including Date Required.
-
To add item(s) to the Request, you have the following options:
-
Select the option to +Add New Item
-
Select the Import order items button to import items via a CSV template. See How to Import Order Items into a Request for Order.
-
Select the Supplier portal button to access PunchOut Supplier (not applicable to all accounts).
-
Select the Add from catalog button to add items from the Product Catalog.
-
Select the Item history option to add one of your previously requested items.
-
-
Ensure the appropriate Approver is selected.
-
Click Submit request
Success! You've created your very own RFO.