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Request for purchase
Request for Purchase is a document requesting from your purchasing department to provide a particular quantity of a material or a service for a particular date.
You can add Request for Purchase (RFP) in kpi.com using Accounts >> Request for Purchase.
- Customer – the customer who you need to provide the products with.
- Due Date – required field to fill, date until that particular request is active
- Approver– the manager who will review and approve the request.
- Project – to which project this request is related
Then choose products or services, their quantity you are requesting. When you fill all the fields, click Submit to Manager. It will automatically send the request to responsible Manager. If you are the manager, system shows Save and Approve button. automatically.
When the request is already approved by the manager, you can convert your request to PDF version or convert to Purchase Order, Request for Quote (RFQ), or Stock Adjustment.
Created by Aziza Israilova, April 2019
See also
- Purchase Order for Fixed Assets
- Goods Delivered Notes
- Sales Quote
- Sales Order
- Sales Invoice
- Recurring Invoice
- Request for quote
- Purchase Order
- Purchase Invoice
- Recurring Bills
- Fixed Assets
- Company Expense Claims
- Employee Expense Claims
- Customer Center
- Supplier Center
- Products & Services Overview
- Bank Accounts
- Supplier Access
- VAT Reverse Charge Mechanism
- Setting Barcode for a Product
- Items Table
- Run Time Calculation of Exchange gain/loss
- Exporting to Excel and PDF
- Timesheet Invoice
- Budget per Department
- VAT Return
- Bank reconcilation
- Dividends Payable
- Assembly Products
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Workflow of Expense Claims
- Purchases / Bills Overview
- Timesheet based Invoice
- Progress Invoicing
- How to convert Sales Quote to Order, Invoice & Project
- Sales Overview
- Serial Numbers
- Accounting Overview
- Landing Cost
- Mark PO as Open
- Purchase Order Actions
- Receive Purchase Order
- Send Purchase Order
- Importing Customer Accounts