Create a purchase request

From Create Spot Purchase you load a request with one or more items and send it out for quotation in minutes. This screen is designed for requests with few lines. If your purchase has many items, it's better to use Bulk upload or ERP requisition triage.

Filling out the form

1. Items: add each item with a name or description, quantity and unit of measure. You can add technical specifications and a target price. The more detailed the description (brand, model, dimensions, standard), the better the quotations you'll receive.

2. Delivery address: choose from the addresses loaded by your organization.

3. Deadline: set a due date to quote or a term in days. Suppliers receive automatic reminders before the deadline.

4. Comments: payment terms, delivery clarifications or any context the supplier should know.

5. Attachments: drawings, photos or specifications that go with the request.

Supplier selection

When you submit, the AI classifies the items by category and proposes candidate suppliers based on line of business, geographic coverage and purchase history. On the selection screen that appears before you confirm the submission, you can remove or add suppliers manually and choose which contacts of each one are notified.

After submitting

The request moves to Selecting Suppliers. You can follow it from PR History; when enough responses arrive it will appear in Pending Awards.