Create a Procurement Request

A Procurement Request is a grouping of parts that need to be sourced by a specified date. These requests include a set of relevant parts, need-by-dates, quantities, and any other details required for sourcing.

How to create & submit a Procurement Request:

1. Navigate to the "Requests" tab on the top-navigation bar.

2. Click 'New Request'.

1. Give the request a name, fill out summary information, and upload any request related files.

1. Add Parts to the Procurement Request.

2. Assign the Request to the appropriate team and assignee.

3. If relevant: mark the request as "High Priority".

4. Review the Request and then click "Submit Request".

1. Once Submitted, you can Create a Quote or Create an Order