Suppliers and purchase requests

Create a supplier

1. Open Procurement → Suppliers.
2. Click Create.
3. Enter legal name, contacts, payment terms, and tax identifiers.
4. Save.

Suspend or blacklist

1. Open the Supplier.
2. Choose Suspend or Blacklist and provide a reason.
3. Confirm. New Purchase Orders to that Supplier are blocked according to policy (blacklist usually requires Admin).

Create a purchase request

1. Open Procurement → Purchase requests.
2. Click Create.
3. Add needed products/quantities and justification.
4. Submit for approval.

Approve or reject

1. Approvers open the request inbox.
2. Approve (optionally converting toward a Purchase Order) or Reject with a comment.
3. The requester is notified.