Purchase Request By Employees
This module allows the user or employee to request to purchase some products.
Live Demo User Guide
This module allows the user or employee to request to purchase some products. The organization has their own stages to do that so we have made stage flow dynamic as you can create as you want, along with stages you need to define the related access group which will approve the stage.
WORKFLOW
- If you want to create a bundle product than simple you need to go in product template.
Step 1: Define stages accordingly to your organization and allocate the access group as per stages. These groups only can approve the request of purchase to stage defined.
Step 2: Configure stages like New Stage, Done Stage, Cancel Stage & Create PO(Purchase Order) Stage.
Step 3: Give the request user access to the Employee/User to create.
Step 4: Create a purchase request and add purchase product(s).
Step 5: Responsible person/access group that will be able to approve user requests which define/configure in the next stages.
Step 6: At the last done stage there will be 2 options,
option 1) Create a purchase order of purchase request created by the employee.
option 2) Cancel the purchase request. you can also give cancel reason.
- If you want to create a bundle product than simple you need to go in product template.
Step 1: Define stages accordingly to your organization and allocate the access group as per stages. These groups only can approve the request of purchase to stage defined.
Step 2: Configure stages like New Stage, Done Stage, Cancel Stage & Create PO(Purchase Order) Stage.
Step 3: Give the request user access to the Employee/User to create.
Step 4: Create a purchase request and add purchase product(s).
Step 5: Responsible person/access group that will be able to approve user requests which define/configure in the next stages.
Step 6: At the last done stage there will be 2 options,
option 1) Create a purchase order of purchase request created by the employee.
option 2) Cancel the purchase request. you can also give cancel reason.
- 1) The user or employee can send a purchase request.
- 2) The related access group can approve or cancel the purchase requests.
- 3) You can manage the access-group based on stages.
- 4) The organization can manage and configure stages as per the organization rule.
- 5) Easy to filter purchase requests by archived purchase requests.
- 6) Easy to group by purchase requests by a vendor, employee, request user, stage, request date (day, week, month, quarter, year) & request by.
- 7) No special configuration required just install it and cheers!
- 8) This module saves your important time.
- 9) It reduces human efforts.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Categories | Purchases |
| Released | 06/15/2020 |
| Last Updated | 06/16/2020 |
| Depends | Employee Directory (hr) purchase |
| License | OPL |
| Supported Browsers | |
| Tags |
This module allows the user or employee to request to purchase some products. The organization has their own stages to do that so we have made stage flow dynamic as you can create as you want, along with stages you need to define the related access group which will approve the stage.
WORKFLOW
- If you want to create a bundle product than simple you need to go in product template.
Step 1: Define stages accordingly to your organization and allocate the access group as per stages. These groups only can approve the request of purchase to stage defined.
Step 2: Configure stages like New Stage, Done Stage, Cancel Stage & Create PO(Purchase Order) Stage.
Step 3: Give the request user access to the Employee/User to create.
Step 4: Create a purchase request and add purchase product(s).
Step 5: Responsible person/access group that will be able to approve user requests which define/configure in the next stages.
Step 6: At the last done stage there will be 2 options,
option 1) Create a purchase order of purchase request created by the employee.
option 2) Cancel the purchase request. you can also give cancel reason.
- If you want to create a bundle product than simple you need to go in product template.
Step 1: Define stages accordingly to your organization and allocate the access group as per stages. These groups only can approve the request of purchase to stage defined.
Step 2: Configure stages like New Stage, Done Stage, Cancel Stage & Create PO(Purchase Order) Stage.
Step 3: Give the request user access to the Employee/User to create.
Step 4: Create a purchase request and add purchase product(s).
Step 5: Responsible person/access group that will be able to approve user requests which define/configure in the next stages.
Step 6: At the last done stage there will be 2 options,
option 1) Create a purchase order of purchase request created by the employee.
option 2) Cancel the purchase request. you can also give cancel reason.
- 1) The user or employee can send a purchase request.
- 2) The related access group can approve or cancel the purchase requests.
- 3) You can manage the access-group based on stages.
- 4) The organization can manage and configure stages as per the organization rule.
- 5) Easy to filter purchase requests by archived purchase requests.
- 6) Easy to group by purchase requests by a vendor, employee, request user, stage, request date (day, week, month, quarter, year) & request by.
- 7) No special configuration required just install it and cheers!
- 8) This module saves your important time.
- 9) It reduces human efforts.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Technical name | sh_rfq_employee |
| Categories | Purchases |
| Released | 06/15/2020 |
| Last Updated | 06/16/2020 |
| Depends | Employee Directory (hr) purchase |
| License | OPL |
