Overview:
To kickoff the requisition process, a request for materials must be made. This is typically a request that originates in the field, but it can be from the back office as well. Using a web form, users can complete a requisition form, and submit the form for approval. Once approved, the purchasing group will review and decide how best to fulfill the request.
Benefits:
- Easily and quickly document a request for materials using a tablet, cell phone, or laptop computer
- At the conclusion of this step, the requisition will automatically be routed for approval within your organization
Roles:
- Field Supervisor/Foreman
- Project Manager
- Warehouse Manager
- Back office
Location:
- Purchasing > Requisitioning > Requisitions
Video: