Create from a Catalog

Open Purchase Requests

1. From the left navigation bar, click Orders & Invoices.
2. Select Purchase Requests.
3. Click + Create Purchase Request to start.

Create Purchase Request form

The Create Purchase Request form loads with three source of supply options.

Select a Cost Center

Click the Cost Center dropdown and choose the appropriate cost center.

All fields below unlock once a cost center is selected.

Choose 'Existing Catalog'

Click the Existing Catalog card.

This option lets you shop directly from pre-negotiated Term Contracts or Punchout catalogs with approved vendors. No sourcing is required.

Browse and Select a Catalog

1. Click Browse Catalog to open the catalog picker.

   A table lists all active Term Contracts and Punchout catalogs available to your organisation.

2. Click the arrow button on the right of a Term Contract row to start shopping from it.

Shop the Term Contract

You are taken to the Term Contract Shopping page.

The page shows two areas:

• Featured Items: based on your purchase history.
• All Items table: full item details including unit price, minimum order quantity (MOQ), and lead time.

Add Items to Cart

1. Set the desired quantity using the +/– controls next to each item. Ensure the quantity meets or exceeds the MOQ.
2. Click Add to Cart (featured item) or Add (table row) to add the item.

A cart badge in the top-right updates with your item count.

Review Cart and Proceed to Checkout

1. Click the Cart button to open the cart panel.
2. Review the items, quantities, and subtotal.
3. Click Proceed to Checkout to continue.

Review and Confirm Line Items

The line items from the cart are shown in a review table.

1. Assign a GL Code to each line item if required by your organisation.
2. You can also adjust quantities or remove items.
3. Click Next to proceed.

Set Shipping & Billing Addresses

1. Select the shipping and billing addresses for this order.
2. Click Confirm for each selection.
3. Click Next.

Review Approval Flow and Raise PR

1. Review the auto-derived approval chain.
2. Assign an approver to each approval stage.
3. Click Raise PR to submit.

Purchase Request Submitted

The confirmation screen shows the PR has been submitted successfully with the full approval chain.

Track the PR status from the Purchase Requests list.