Ask to buy something
Send a purchase request in My work: your approver decides first, then Procurement gets quotes from suppliers and keeps you updated.
Who can use this
OwnerCompany adminHRDepartment managerMemberRequirements
None beyond the role
Need a laptop, office chairs or a service? Ask for it with a purchase request. Your approver decides first, then the Procurement desk asks suppliers for quotes.
Send a purchase request
- Open My work and select New, then Buy something (Products or services through Procurement).
- Under Route you see who decides: your approver first, then 2. Procurement desk.
- Fill in What you need: - Product (What do you need?) and Quantity, both required; - Unit (optional), for example pcs, boxes or kg; - Estimated budget and Currency; - Needed by.
- Under Why it is needed, add Notes for procurement (optional).
- Select Send to procurement.
Product details are not encrypted, because suppliers see them. Do not put confidential information in the product or notes.
If the route shows (no approver is set up for you), ask a Company admin to set the person you report to.
Follow your request
Your requests are listed in My work under Your purchase requests. Procurement requests quotes from suppliers and updates the status there, for example Quotes requested, Quotes received, Awarded and Purchase started. Open a request to see its details.
How the approver decides is the same as for any approval. See Approve or reject.
Guest Guests cannot send purchase requests.