Create a purchase request
Draft a new PR against a supplier with line items, units, and tax types.
Open in dashboardSuppliers → Purchase Requests
Overview
Create a purchase request to record a planned supplier order. New PRs start in DRAFT status so you can iterate before submitting for approval.
When to use it
- Placing a fresh supplier order
- Drafting an order across multiple line items with different units and tax rates
- Saving a recurring order so it can be edited later
- Coordinating multi-branch restocks from a single supplier
How to use it
Video tutorial coming soon
- Go to Suppliers → Purchase Requests.
- Click New Purchase Request.
- Select the destination branch.
- Select the supplier.
- Add line items — for each:
- Product
- Quantity (with unit)
- Unit price
- Discount (optional)
- Tax type (standard, reduced, etc.)
- Add notes if needed.
- Click Save — the PR is created in DRAFT status.
Tips & gotchas
- PRs are saved as DRAFT first — you can edit freely before approval.
- Tax type is per line item, so you can mix standard and reduced-rate goods on the same PR.
- Choose the branch carefully — the PR is scoped to that branch when received.
- You can add or remove line items as long as the PR stays in DRAFT.