Sales Request Create
The Sales Request module's Create functionality enables the initiation of sales requests (SRs), capturing essential details and attachments for the request approval workflow.
Overview
The Create Sales Request (SR) page provides users with tools to initiate requests for specific items. For users with Create Permission, the SR creation allows for adding initial Requested Items and Attachments.
The Beneficiary field is automatically filled with the user’s name, but Purchase Requisition Managers can select any beneficiary from all users.
Available statuses
- Draft: The user can save an incomplete SR as a draft, visible only to the initiator.
- Actions: Delete, Save or Send.
General Request Information
- Beneficiary: Is automatically filled with the user’s name, but Sales Request Managers can select any beneficiary from all users.
- Organization Unit: Allows managers to select the relevant unit for the SR submission.
- Priority: Options include "Normal" or "High," visible on the dashboard to highlight urgency.
- Due Date: Sets the deadline for receiving items.
- Purpose: Specifies the reason for the purchase.
Document Rows
The Requested Items tab allows users to add items requested for purchase.
The Attachments tab allows users and managers to upload relevant files to support the request.
Requested Items
- Description: Displays requested item.
- Quantity: Displays the set number of each item.
- UoM: Displays unit of measure.
- Expense Type: Displays selected expense type from available types in Expense Types.
- Remarks: Item-related notes or comments.
Attachments
The Attachments tab enables users and managers to upload relevant files to support the SR. Available fields:
- File Name: Name of the uploaded file.
- Comment: Additional notes or comments for the file.
Any document can be uploaded here, adding context or requirements related to the SR.
- Previous
- Sales Request General