1.) User Form View

This view allows users to configure the roles and permissions for employees or managers in the purchase request process. It is essential for managing who can request purchases and who has approval authority for each stage.

Navigation : Settings → Users & Companies → User

2.) Stage tree view

The list view of the stages is shown below. You can configure stages according to the organization's rules and select the access groups that can approve each stage.

Navigation : Purchase Request → Purchase Request → Stages

3.) Stage form view

In the stage form view, enter the stage name, the next stage name, and select the access group that can approve it.

4.) Purchase request form view

Now, when a user requests a product purchase, the requesting user can only see the product request part.

Navigation : Purchase Request → Purchase Request → Purchase Request

5.) Purchase request form view

When the request is in the new stage, if the requesting user tries to confirm it, an alert is generated because the user does not have access to confirm the request. Users can see information about cancelling or purchasing requests in the 'Other Information' tab.

6.) Purchase request form view

After pressing the 'Approve' button, the request moves to the confirm stage.

7.) Purchase request form view

After that, if users try to confirm the request, an alert is generated.

8.) Purchase request kanban view

Now, when the request manager logs in, they can see all requests.

9.) Purchase request form view

The request manager can confirm that request.

10.) Purchase request form view

If the request manager tries to mark the request as 'Done', an alert is shown because the manager does not have access to complete the request.

11.) Purchase request form view

The next stages can be approved by the designated access group, so an alert is generated if the request manager tries to mark the request as 'Done'.

12.) Purchase request form view

Now, when the purchase user logs in, they have access to complete this request. Therefore, the purchase request moves to the 'Done' stage after pressing the 'Approve' button.

13.) Purchase request form view

The purchase user can either cancel this request or create the purchase order.

14.) Purchase request form view

After selecting the vendor, the purchase user (who has access) can create the purchase order.

15.) Purchase order form view

The created purchase order form view looks like below.

16.) Purchase request form view

Using the smart button, you can see the created RFQ/PO. You can find information about purchase requests in the 'Other Information' tab.

17.) Purchase request form view

Press the "cancel" button to cancel the purchase request.

18.) Purchase request form view

Write the cancel reason and press the "Cancel Request" button.

19.) Purchase request form view

After cancelling the request, it moves to the 'New' stage using the 'Set To Draft' button. You can see the cancelled request details in the 'Other Information' tab.

20.) Purchase request form view

The request goes to the 'New' stage. From here, all processes need to be completed to create the purchase order.

21.) Purchase request kanban view

You can group purchase requests by vendor, employee, request user, stage, request date (day, week, month, quarter, year), and request type.