Create a Requisition Vendor Invoice

Creating a Requisition Vendor Invoice is the first step in the inventory purchase process. This task involves generating a requisition for goods or services required by your organisation. The requisition is then processed and approved by an authorised person, ensuring that all inventory items are linked to their appropriate Vendor ID and have the correct cost prices. The steps are as follows:

1. Navigate to Inventory > Purchases > Requisition Vendor Invoice
2. Enter Requisition Details:
   • Inventory Items: Use the Wildcard search options or type part of the product name to search for the Inventory ID.
   • Quantity: Enter the quantity requested for each item.
   • Rate: SapphireOne will automatically enter the rate as set up in each Inventory Item. You may also enter the rate manually if required.
   • Vendor: Ensure that each Inventory Item has a declared or preferred Vendor entered in the More Details page. If not, manually enter the Vendor ID.
3. Add Notes and Attach Documents:
   • Notes: Enter any reference notes for the requisition.
   • Document Paperclip: Scan and attach any relevant documents.
4. Review all entered details for accuracy.
5. Click Save to complete the requisition.

For more detailed information, please refer to the Inventory > Purchases > Requisition Vendor Invoice article.