How to include shipping or tax information on a Request for Order

At the current time, there is no way to include tax and shipping information on a Request for Order (RFO). Tax and shipping information is added when creating a Purchase Order in Procurify.  The following steps are a workaround for this functionality. In order to complete the following steps, the user must know the shipping and tax information when submitting the RFO. 

Steps:

1. Select the Request tab, within the left sidebar, and select Order.

2. Select the yellow Request Order button.

3. Within the new page select the appropriate Location, Department, and Date Required.

4. Add the item(s) to the Request. 

5. If the tax or shipping costs are known, select +ADD NEW ITEM and enter the tax information as a line item. Duplicate the steps for the shipping information as well. The Account Code and Vendor select can either be the same as the items being taxed. Some organizations may create a specific Account Code for tax and shipping costs. 

6. Ensure the appropriate Approver is selected.

7. Click Submit for Approval.