TABLE OF CONTENTS


This article explains the process of PR creation.


What is a Purchase Requisition (PR)

A Purchase request (or PR in short) is a request created for purchasing a product or service.


This is commonly the first step in any procurement initiative. Any authorized person can create the PR in an organization. The next step after a PR creation is the purchase order creation where a purchase request is converted to a purchase order.


In this article, we'll focus on the PR creation process.


How to Create a PR

Follow the below steps to create a purchase request on the Aerchain portal.


  1. Login to the Aerchain portal.
  2. Click the Modules icon.
  3. Click New Requisition under Requisition.
  4. Fill in the details.
  5. Click Submit.
  6. Type the Approver's name.
  7. Select the approver.
  8. Click Submit.

The approver should approve or reject the request.


How to do the PR Bulk Upload

Follow the below steps to upload a purchase request on the Aerchain portal.


  1. Login to the Aerchain portal.
  2. Click the Modules icon.
  3. Click Requisition under Requisition.
  4. Click the + Bulk Upload button. 
  5. Choose a template from the Requisition Template dropdown.
  6. Click the Download File button.
    ✔️The Bulk_REQ_Template.xlsx file will be downloaded.
  7. Open the file.
  8. Fill in the details.
  9. Save the file.
  10. Click the Upload File button.
  11. Upload the file.
  12. Click Submit.
    ✔️Bulk upload PR creation completed.


How to Create PR for Multiple Delivery Locations

Follow the below steps to create a purchase request for multiple delivery locations on the Aerchain portal.


PR for multiple delivery locations is possible if the delivery address is at the line item level. To ensure that the delivery address is at the line item level, follow these steps:


  1. Login to the Aerchain portal.
  2. Click the Modules icon.
  3. Click New Requisition under Requisition.
  4. Fill in the details.
  5. Choose different delivery addresses corresponding to each line item, if required.
  6. Click Submit.
  7. Type the Approver's name.
  8. Select the approver.
  9. Click Submit.


In the below screenshot, the Warehouse is the delivery address. As you can see, it has multiple delivery addresses corresponding to each line item.



Please feel free to reach out to support@aerchain.io should you have any questions or feedback.