Manager Requests | Zoho Creator Help

Manager Requests

 1. What does this page cover? 

Learn how managers can raise procurement requests and track their status through out the process.

Availability:
To access the Manager Requests feature, you need to log in to the procurement app using your manager credentials.

2. Overview of Manager Request 

This module streamlines the procurement process, allowing managers to raise Procurement Requests for their own or team's need to procure something. While they can also oversee and approve requests in a centralized manner.

Understand more about employee requests and finance requests in detail (links to be added shortly).

2.1. Steps to create and manage Manager Request

1. When Manager logs in, they see a dashboard similar to the image below. They can view both Approvals and My Requests tab at the top.

Navigate to the My Requests tab.



Understand more about manager approvals in detail (Link to be added).

2. Click +New Request to open the request form.



3. In the New Request page, fill in all the required information and click Create to submit a new request.


Note: 
In shipping address, you can choose a pre-saved location. Check this document to understand more about locations (link to be added shortly).

Take a look at our Understanding Projects document for detailed information on projects and manage them effectively (link to be added shortly).

4. The newly created request, with the Request ID PR-423, will now appear at the top of the list in My Requests.


 
Note: The newly created PR will have the Pending status by default, as depicted in the image above. From here, it will go through the complete procurement process commencing from approvals.

You can learn more about approvals and the procurement process.

5. To view request details, click on any request from the list. You will be taken to the Request Summary page.

 

The timeline at the top helps give a quick glance at the status of the request.

It has five stages, namely:
  1. Requested: When a PR is raised by the user
  2. Waiting for Manager Approval: When PR is awaiting approval from Manager
  3. Waiting for Finance Approval: When PR is awaiting approval from the Finance team
  4. Procurement: When the PR is with the procurement team for processing, includes vendor order management.
  5. Purchase: When the purchase is completed
  6. Completion: When the PR is completed full filled including purchase completion and product dispatch.



6. Utilize the search bar to locate any PR with the Request ID.


 
You can also narrow down the search further where you can filter by project and status.

7. Upon clicking the Project drop-down, you'll be shown a list of projects. Selecting one will filter the requests corresponding to the project.
 
 

8. Similarly, clicking the Status drop-down will show you four statuses (Pending, Approved, Rejected, In Progress, and Completed).


 
Finance Requests

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