To enable this feature, a Super Admin user must go to Settings>General and toggle on the PR on Staff Portal and Show all Jobs. When you toggle this on, a pop-up will appear showing that your changes have been saved.
When a staff user launches their app and clicks the menu icon, they will see Purchase Requests.
They can create a purchase request here, as well as see a list of their previous purchase requests and their statuses.
After clicking Create Purchase Request, choose your Supplier, Purchase Type, relevant Job number, description of the purchase and item, quantity, and unit price. If you want to add more items to the purchase request, click Add Item. Once you've finished your purchase request, you can save it or send for approval.
Select who you want to approve the purchase request from the drop down list after you send it for approval. Choose whether you want the supplier to be notified about this purchase then click Send Purchase Request.
You will then see a pop-up indicating that the purchase request has been sent for approval.
The approver will be notified via their task tabs to approve the purchase request. Once it's approved the status of the purchase request will update to Approved.
To confirm the status of the PR, the staff user must login and check the status. It will be highlighted in green if it is approved.
NB. If a staff user clicks on the PO number, the message below will appear. Only admin users will be able to receipt the items, not staff users. If you want the staff user to receipt the items, you must grant admin access. If you want to know how to change your access type, please click here.