Purchase Requests

Companies relying on manual or semi-manual purchase request processes that involve filling out forms, sending emails, and using spreadsheets can be cumbersome for both employees and managers.

Purchase Requests simplifies and standardizes the procurement process by centralizing requests for quick approvals and easy tracking, streamlining a more effective request process enabling more informed decision-making.

Companies relying on manual or semi-manual purchase request processes that involve filling out forms, sending emails, and using spreadsheets can be cumbersome for both employees and managers.

Take a test drive

Effortlessly manage and track purchase requests

Collectively see all purchase requests in one place, ensuring nothing gets missed
Easily view information about each request and current status
Know which requests are associated with Work Orders, Projects, Sales Orders, or Customers

Easy request creation with automated data population

Easily create new purchase requests by selecting items from the Parts app.
Automatically populates part numbers and manufacturer information
Quickly access pricing for each item based on past orders, aiding in cost estimation
Submit your request for items to be purchased through Purchase Orders with a simple one-click button
Access your complete transaction history for an up-to-date overview

Customizable approval workflow and instant communication

Set status of a request from draft, approval to request
Setup a single or multi-step approval process with all those who need to sign off
Communicate with managers or project leads to obtain clarification or get quick responses to any questions pertaining to a specific purchase request

Access a full list of purchase request records
Quickly retrieve item details and quantities needed for each request
Employ the board view to seamlessly transition requests from draft to approved and submitted

Easily track the status of purchase requests at a glance
Quickly identify purchase requests linked to Customers, Projects, Work Orders, and Sales Orders
View creation and submission dates for every request
Get an itemized list of requested items with detailed information, cost breakdown, and transaction updates

Source items to be purchased directly from your Parts application
Auto-populate part details, including part numbers, manufacturers, and manufacturer part numbers
Quickly see the cost per item and the availability of each item
Track item progress from request to received

Set up a multi-staged approval process with multiple participants or a one-step approval to review a purchase request
Label each stage of your approval process and assign who you would like to approve within that part of your process
Set a deadline date for each approver so they are aware of when they need to approve
Add members for full visibility into all comments, feedback, posts and key information of a change request to make well-informed decisions
Send notifications and reminders to each approver, letting them know they are part of the approval process or to submit their responses

Discuss and get input from others in your organization in a dedicated area regarding items within a purchase request
Add @mentions to message members and participants to directly send a Notification link to their Appward sidebar
Like a post to acknowledge and notify the author of a post
Attach documents, images, media and AppShare links to connect to any record in Appward

Add notes to each purchase request record to provide additional context
Enable collaboration to allow editing by others
Organize notes in folders for quick navigation
Use the HTML editor to format notes and highlight key information
Create quick visual concepts using the Drawing Tool