Creating a Creating a Requisition Vendor Invoice (RVI) 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:
- Navigate to Inventory > Purchases > Data Entry and select the Requisition Vendor Invoice item. Sapphire one will display the Requisition Vendor Invoice Entry screen ready for data entry.
- Add Inventory items by selecting the green + button or use the Command / key combination.
- Use the wildcard search options, or type part of the product name ending with the @ symbol to search for the Inventory ID.
- Enter the Quantity requested for each item.
- SapphireOne will automatically enter the Rate set up for each Inventory Item.
- You may overwrite this and enter the rate manually if required.
- Ensure each Inventory Item has a declared or preferred Vendor entered on the More Details page. If not, manually enter the Vendor ID in the provided field on the More Details page.
- Enter any reference notes for the requisition.
- Scan and attach any other relevant documents.
- Review all entered details for accuracy.
- Click on the Green tick button on the main toolbar to save the new requisition.
Your company should designate an employee to review all requisitions. These requisitions will then be processed by an authorised person within your organisation, ensuring that purchases are properly validated before being finalised. This step helps maintain control over purchasing and ensures that all items are correctly linked to their Vendor ID and have the appropriate pricing.
For more detailed information, please refer to the Inventory > Purchases > Requisition Vendor Invoice article.