Applications › Purchasing
Overview
Use Purchasing to create and maintain purchasing records for goods or services required by your business. Purchasing officers can record the responsible branch, purchaser, product type, package title, and shipment time frame, then save the record for ongoing use. Use attachments when supporting documents need to accompany the purchasing record.
Workflow
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Open Purchasing from Applications and start a new purchasing record.
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Enter the purchasing details required for the request:
- Branch: select the branch responsible for the purchase.
- Purchaser: select the person responsible for the purchase.
- Product Type: identify the type of product being purchased.
- Package Title: enter a descriptive title for the package or purchase.
- Shipment Time Frame: enter the expected shipment period.
Tip: Use a clear, specific package title so that related purchasing records can be identified easily.
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Decide whether the record needs supporting documentation:
- To include a document, select Attach, then add the file using or Drop a file here.
- To continue without an attachment, leave the attachment area empty.
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Decide whether to continue editing or finish the record:
- Select Save to store the purchasing record and remain on the form for further work.
- Select Save and Close to store the purchasing record and close the form.
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When a saved record needs to be printed, select Print. To work with related tickets, select Tickets.
Note: Save the record before closing it to retain the purchasing details you entered.
Examples
A purchasing officer creates a record for externally sourced equipment:
- In Purchasing, open a new purchasing record.
- Set Branch to
Dubai Branch. - Set Purchaser to
M. Hassan. - Set Product Type to
Electrical Equipment. - Enter
Site Lighting Packagein Package Title. - Enter
15–30 September 2026in Shipment Time Frame. - Select Attach and add the supplier’s quotation where required.
- Select Save and Close to store the completed purchasing record.
Tips
Tip: Complete the Purchaser field with the person accountable for following up the purchase.
Warning: Ensure that the Shipment Time Frame is entered before saving when delivery timing is important for the purchase.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The purchasing record is not available after leaving the form. | The record was not saved. | Enter the required details and select Save or Save and Close. |
| A supporting document is missing from the purchasing record. | The file was not added to the attachment area. | Select Attach and add the document using or Drop a file here. |
| The purchase is difficult to identify in later work. | The package title is too general. | Update Package Title with a clear description of the purchase. |
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