What this page is for
This page raises a purchase request: a store asking for stock without naming a supplier or a price. Once approved, a buyer converts it into one or more purchase orders. It is saved as a draft first; submit it when it is ready, and someone else approves or rejects it.
The same page edits a draft you saved earlier. Once submitted, its lines are fixed.
Only people whose role can manage purchasing see this page, and only while purchase requests are switched on for your business.
Fields
Requesting store
Which store the stock is for. Required, and fixed once the request is saved.
Example: Westlands kitchen
Needed by
When the store would like the stock. This only orders the buyer's queue; nothing is scheduled from it automatically.
Example: 5 October 2026
Notes
Anything the buyer should know. Optional.
Example: Supplier delivery usually takes two days
Item
Which item's variant this line asks for.
Example: Charcoal — 10 kg bag
Requested
How much is wanted, in the item's own stock unit.
Example: 20
Line note
Anything about this particular line. Optional.
Example: Urgent — down to the last two bags
How to…
How to raise a request
- Go to Purchasing → Purchase requests and press New purchase request.
- Choose the Requesting store and, if useful, set Needed by and Notes.
- For each item wanted, choose the Item and type the quantity Requested.
- Press Raise requisition, then Submit for approval on its own page.
How to add another line
Press Add line, or the trash icon beside a line to remove it.
A draft may be saved with no lines at all: remove every line, save, and use Load from base stock on the saved request to fill it from the store's base stock. It needs at least one line before it is submitted.
Worked examples
Restaurant and bar
The Acacia Grill & Bar's Westlands kitchen is running low on charcoal and cooking oil. The duty
chef chooses Requesting store Westlands kitchen, sets Needed by to Friday, and adds two
lines: Charcoal — 10 kg bag requested 20, and Cooking oil — 5 litre can requested 12, with
a line note on the charcoal saying Urgent.