Create a Buying Request
You can create a Buying Request on ATALINK when there is a need to buy products in your Company. A Buying Request will help to save your time, money, and effort in finding the right Vendor among those sending their quotations to your Company.
To create a Buying Request, your login account must be assigned to one of the following roles:
- Super Administrator
- Administrator
- Boss
- Purchasing Manager
- Purchaser
Step 1: Access My Tasks > Procurement Management > Buying Requests
Step 2: On the Buying Requests screen,
- If there is no Buying Request being shown, tap on Create a new Buying Request
- Otherwise, tap on the icon + at the top right corner of the screen to create a new Buying Request
Step 3: On the Create Buying Request screen, fill in the relevant information, including:
- General Information: Buying Request Name, Due Date, Delivery Date
- Product: Product Name, Quantity, UOM
- Description: You can describe the product or add its photo for visualization.
- Shipping Address
There is no limit to the number of items in a Buying Request. You can add more items to the current Buying Request by tapping on + Add More Items.
Step 4: Choose at least one Destination where you expect the Buying Request to be posted/sent.
- Share your post on Marketplace: This option allows your Buying Request to be published to the Marketplace.
- If this option is selected, you'll be asked to select a category to classify your Buying Request on Marketplace
- Add Destinations: This option allows your Buying Request to be sent to only Vendors that you selected.
Step 5: Tap on Post to finish creating a Buying Request.