Purchasing

Record purchase needs and connect them to inventory.

What does this page do?

Purchasing records material needs, purchase requests, receiving, and connection to store balances.

Materials are linked to contract Required quantities are known Receiving store is selected

Choose project, discipline, contract, material, and quantity.

Create purchase request

Track whether the request is completed or pending.

Review request status

When materials arrive, record the stock addition in the correct store.

Receive materials

Field or action	Purpose inside the page
Create purchase request	Choose project, discipline, contract, material, and quantity.
Review request status	Track whether the request is completed or pending.
Receive materials	When materials arrive, record the stock addition in the correct store.

In single-user edition, purchase requests record need rather than multi-user approval.
Choose the correct contract so reports remain accurate.