Request supplies

Enter a supplies requisition to order supplies that are used for work, such as office supplies or computer equipment. Your supplies items are not purchased as products to sell to your customers.

If an approval process is set up, a requisition is automatically sent for approval based on the settings. If there's no approval required, the request goes directly to the Supplies Inventory Workbench to be fulfilled.

Subscription Purchasing, Inventory Control or Supplies Inventory
Regional availability

Inventory Control and Supplies Inventory: Australia, Canada, UK, USA, South Africa

Purchasing: All regions
User type

  • Business

  • Employee

  • Warehouse
Permissions

Purchasing

  • Purchasing transactions: List, View, Add, Edit

Inventory Control

  • Request supplies: Edit
Restrictions

The ability to request supplies is defined in the transaction definition's security configuration.

Users can be restricted to only create requests for specific departments in a multi-entity company. Learn more about department restrictions.

The following steps highlight the required field entries for a supplies request. For a detailed description of all fields, see Field descriptions.

  1. Go to Purchasing> All > Supplies Inventory and select Add (circle) next to Requisitions.

  2. Accept today's date, or enter a different Date if needed.

  3. In the Deliver to field, enter your contact name or the name of the person you're ordering for.

  4. Add a document number. This field appears if the transaction definition does not have a Numbering sequence selected.

  5. Enter an Expiration date, perhaps the date when you require the item.

  6. Enter the Shipping method. If you are unsure how the vendor will ship the item, your supplies manager can complete this field.

  7. If your company uses multi-currency, enter a Base currency and transaction currency.

  8. In the Entries section, enter the Item ID. If you’re unsure of the item to order, select the generic supplies item ID: SYS-supplies-item. The person who fulfills your request can later select the correct item ID.

  9. Select Show details.

    1. Enter a detailed Item description.

    2. Select the correct contact in the Deliver to field.

    3. Select the Delivery method, if known.

      If you know the items requested will be issued from stock, your administrator can create a new shipping method for internal deliveries.

    4. Complete additional row fields as required.

  10. In the Employee field, select yourself or the person for whom you're ordering supplies.

  11. Enter the number of items that you need in the Quantity field.

  12. If the Price wasn’t automatically filled in when you selected the item ID, you can accept the default zero-dollar amount. Use the Price field to enter any maximum budget value for the supplies.

  13. Select Post to submit the requisition or select Draft to save it if you are not ready to submit it.