Add New Items While Creating Purchase Requests | FAQ

You can add new items while creating purchase requests. Here’s how:

Click Purchase Requests on the left sidebar.
Click + New Purchase Request in the top right corner of the page.
Provide the Expected Date for the purchase request.
Select the Delivery Address. You can also choose to change or remove the delivery address by clicking Change or Remove.
Provide a Reason, Notes to Approver, and Reference#.
Enter the Item Name.
Select the Category for the item.
Provide a Description for the item.
Select a Preferred Vendor, if required.
Enter the Quantity required.
Provide an Estimated Rate for the item.
Enter a Discount percentage if required.
Click + Add Another Line to include another item and enter the details for the same.
You can also delete any line item by clicking the Trash icon next to it.
Click Save.

I’m unable to find the required item in the dropdown. Can I add new items while creating a purchase request?