Purchase is the process of buying goods or services conducted by a company to meet operational or production needs.

The Purchase feature in Mekari Expense is designed to facilitate and enhance efficiency in placing orders with vendors, making the purchase management process more structured and transparent. You need to submit a Purchase Request first. Learn more in the explanation below.

Important!
Before proceeding, make sure you have created a workflow and added products for creating Purchases and Vendors.

Here is the access division for the Purchase Menu based on the available roles:
a. Employee with access to Purchase Request (PR) can submit PR.
b. Employee with the role of Purchase Request Approver can approve submitted PRs.
c. Procurement Officer, Admin, and Super Admin have access to create Quotations and Purchase Orders.

1. Log in to your Mekari Expense account, then select the “Purchasing” menu.
2. Then click the “Purchases” submenu.
   

3. You will be directed to the main Purchases page. Click “Create purchase”, then select “Request” to create a submission.
   

4. On the Create purchase request page, adjust the Request date, Requester, Reference no., and Urgency level.
   

   Notes:
   - Request date: the submission date.
   - Requester: the party making the submission.
   - Reference no.: an additional reference number used to link the purchase request with documents, transactions, or other relevant activities, to facilitate tracking and cross-system or cross-department references.
   - Urgency level: the priority level indicating how quickly a purchase request needs to be processed.

5. Then specify the Product to be added, Description (required), Qty, Unit, Note (optional), and Attachment (optional). Once all data is filled, click “Submit for Review”.
   

6. Next, the Purchase Request you created will appear under the ‘Request’ tab on the Purchases page with the status ‘Awaiting review’.
   

7. On this page, you can edit the Purchase Request by clicking “Actions”, then selecting “Edit”.
   

   Please note that you can still edit as long as the request status is Awaiting review.

8. If you have the role of Super Admin and Approver, you can automatically Approve, Reject request, and Request revision by clicking “Actions” then selecting “Approve request” to approve the submission, “Reject request” to reject the submission, or “Request revision” to request a revision on the request.
   

   If you do not have the role of Super Admin, Approver, or Procurement Review, the options Approve request, Reject request, and Request revision will not appear.

9. To cancel a request, click “Actions” then select “Void request”.
   

That concludes how to create a Purchase Request in Mekari Expense. Next, learn about how to add a Purchase Quote here.