Overview
In this QRG, we are going to tackle only #1 and #2 of this diagram. This is the Purchase Request portion of the purchasing process.
Steps
1. Navigate and login to https://app.restoiq.com/
2. Click "Purchasing"
3. Click "Purchase request".
4. Click "Create request"
5. Click "Request for location".
This is the location that will be needing this supply.
6. Click "Please select"
7. Click "Inventory"
8. Click "Favorite Food Supplier - FFS"
9. Select the PR date
10. Select when the PR is requested.
11. Then select the expected delivery date using the calendar date picker.
12. Add a note to help in recall or documentation.
13. Now type the inventory item that the location is going to receive.
Tip: When typing, Resto iQ will actively search for related items for every keystroke performed. Please wait for a few seconds for the list to refresh and load all related items.
14. In the photo, the word "cane" is typed, but the platform displays the result as "CANE VINEGAR" as this is the inventory item configured in Resto iQ.
15. Enter the quantity. Use the configured purchase unit of the item. Refer to Inventory > My Inventory > Actions > View > Ingredient units.
16. Enter the price per unit provided by your supplier.
17. Click "Create" to complete.
18. Users may view other pages to check all listed purchase requests and its status.
Additional Note: "PC Number" is the Purchase Receipt Number.
19. As seen in this photo, our Purchase Request is now reflected.
- If your PR is "Accepted" automatically, the most likely reason is because the account you've used to create a PR happens to be the approver as well.
- If your PR is "Pending", it means it is awaiting confirmation/approval/authorization from the assigned personnel.
