Overview
Creating Purchase Requests is the first phase in the standard process of inventory/asset procurement for Resto iQ. This triggers the approval of the PR then creation (and subsequent approval) of the Purchase Order. Once the PO phase is completed, the third phase is the Purchase Receipt wherein the restaurant business receives the procured goods and documents it on Resto iQ.
Sent Request:
"Sent Request" lists all locations which requested goods, items, inventory. The sent requests will be displayed on the main table together with the PR Number, Sent Request (location), Requested By, Requested Date, Expected Delivery Date, Status, Note, and Actions (view).
Awaiting Confirmations:
This view lists all items that requires action/confirmation from configured approvers or authorizers. These are items which are marked "Pending"; identical to the items which are created by non-approvers, hence requiring further approval or authorization.
Accept PO:
Accept PO lists down all Purchase Orders, or Purchase Requests which were already approved and converted to Purchase Orders. Users may also switch the view from transaction details to item details. This updates the data inside the main table to focus on the items included in the PO rather than showing information related to the transaction.
Note: there may be instances that a PO is created without an existing Purchase Request. This may vary from organization to organization.
Purchase Recommendations:
Purchase recommendations is a powerful tool for purchasing officers as it gives a glimpse as to which items require replenishment with the following pertinent information:
- Minimim Stock
- Current Stock
- Shortages (how much more should be procured to meet the minimum level configured)
- Additional Needs
- Total Order (how much are "ordered", and is on its way. This minimizes the risk of duplicating orders of the same goods).
Email Notification
Email notifications are also configurable so that users are notifie whenever there's a new purchase request which requires further action. Users assigned to Roles which are approvers of Purchase Requests will receive this notification.
Related QRGs:
How to Create a Purchase Request on Resto iQ – Mosaic Help Center (mosaic-solutions.com)
How to Approve Purchase Requests - Resto iQ Purchasing – Mosaic Help Center (mosaic-solutions.com)