General purchase requests

Use a general purchase request for something that is not tied to a job or an equipment request. Every request goes to the owner for a decision, whatever the estimated cost.

Raise a request

1. In the desktop sidebar or the phone More menu, open Work, then select Request a purchase. Everyone uses these same menu choices. The owner decides the request under Approvals, then Requests.
2. Choose a Category: Training/course, Subscription, Office, Tools and equipment, Travel, or Other.
3. Describe what you need and enter the Estimated cost (NZD).
4. Optionally add a supplier, needed-by date, notes, and one supporting file. Supporting files can be any type up to 2 MB.
5. In For, leave Business selected or choose an active employee. Owners, admins, dispatchers, and office staff can raise a request for any active employee. Other roles can choose the business or themselves.
6. Select Send for approval.

The request starts as Waiting for approval. It does not use the job material approval threshold.

Follow the decision

To return to My purchase requests, select Back to my requests on the request form or on a purchase request page. This opens /purchases, where requests you raised or requests where you are the named employee are listed. Select Request a purchase on that page to start another request. The named employee can see the request's estimate, actual cost, and files.

Only the owner can Approve, Decline, or select Need detail. If the owner asks for more detail, add the answer with Send detail. An approved request can be closed with Mark not bought when the purchase will not happen.

Add the receipt

After approval, the requester or a business role can enter the actual cost and upload one receipt. Select Save receipt and actual cost. The request becomes Bought only when both the receipt and actual cost are saved together.