Introduction of Purchase Request

We are pleased to inform you about a new feature "Purchase Request(PR)" which is planned to be introduced as a part of the Purchase module.

A Purchase Request can now be created when a request for an asset which is not in stock is raised(from Service Request\Change \Project).

Please find a general workflow which is planned for the same:

If there is a new hire,manager will create a new service request to provide necessary assets to the new hire.
The Technician assigned to the service request (SR) will check whether the requested assets are in stock or not.
If the requested assets are available in stock,then the service request technician will deliver the assets to the concerned requester and close the service request.
If the requested assets are not available in the store,then the purchase technician will create the Purchase Request (PR) to purchase the requested assets.
If an approval is required,then the PR technician will send the PR for approval.
After getting the approval, purchase technician will go for requesting quotes from multiple vendors.
After getting quotes from multiple vendors,technician will prepare the best quote to raise a PO.
If the requested items are not be supplied by a single vendor,then the purchase technician will create multiple purchase orders (PO) from a single PR.
If the same items are requested in multiple PR's then the Technician will create a single PO for multiple PRs.

A detailed workflow diagram is also attached to this post.

Please visit the below link which has a presentation detailing on the feature:

https://docs.zoho.com/show/ropen.do?rid=egrja04a7255a243c43deaffbc9cf6f79405b

We would like to hear your feedback or suggestions which will help us to enhance the feature to ensure that this caters to your needs.You may e-mail us to beta@servicedeskplus.com to provide your feedback or have any discussions with regards to this feature.

Thank you again for your interest in our product and we look forward hearing from you.

Maljeev
SDP Support - FAQ
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