Purchase requests

In simple words

Purchase requests is part of Procurement & Assets. Requests with approval chains by amount. This guide takes you through it in 8 short steps.

Where it fits in your work — Request. A purchase request goes through the approval chain for its amount.

Before you start

• You need to be signed in to your company's workspace. Procurement & Assets appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Purchase requests belongs to Procure in Procurement & Assets. Requests with approval chains by amount.

Step by step

1. 1

   Step 1

   Open Procurement & Assets

   Sign in and open the Procurement & Assets panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Purchase Requisition”

   In the left menu of Procurement & Assets, open the page called “Purchase Requisition” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Find what you need

   Type in the search box (“PR code, item, requester”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Status
   • Priority
   • Category
   • Department
5. 5

   Step 5

   Read the list

   Each row shows:

   • PR
   • Item
   • Requested By
   • Category
   • Est. Cost
   • Priority
   • Status
   • Required
6. 6

   Step 6

   Add a new one

   Click “New Requisition” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • CSV
   • Excel
   • PR
   • Est. Cost
   • Required
8. 8

   Step 8

   Done

   Requests with approval chains by amount.

Tips

• You can use more than one filter together (Status, Priority, Category) to see exactly the records you want.
• The search box accepts: PR code, item, requester. Start typing and the list narrows down.
• Use “CSV” or “Excel” to download what you see, for example to share it or keep a copy.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Procurement & Assets → Open “Purchase Requisition” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• Finance

  Matched vendor invoices post as payables.

• Projects

  Project purchases are charged to the project.

• Workspace

  Subscription renewals and approvals reach the right people.

What you will see on this screen

These are the parts of the Purchase Requisition screen, exactly as they appear in the product.

Why use Procurement & Assets

Procurement & Assets replaces procurement & asset management software, on the same login and the same data.

• Every purchase approved, tracked and matched before payment
• No surprise subscriptions — renewals are flagged early
• Know every asset, who has it and where it is
• Vendor invoices post to Finance when matched

Who uses Procurement & Assets

• Employees

  Raise purchase requests and expense claims and follow their status.

• Approvers

  Approve by amount, with budgets in view.

• Procurement team

  Run RFQs, vendors, purchase orders and goods receipts.

• IT & facilities

  Keep the asset register, subscriptions and infrastructure.

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