In this step-by-step tutorial, Kimberly Owen walks you through how to enter a purchase request in NetSuite. This video covers the complete process, from selecting vendors to filling out item details and submitting the request for approval. Learn how to efficiently navigate NetSuite’s purchase request feature, saving time and ensuring accuracy in your procurement process. Whether you’re new to NetSuite or need a refresher, this guide will help streamline your purchase requests.
Timestamps:
0:00 – Introduction to NetSuite Purchase Request
0:30 – Selecting the date for your purchase request
1:50 – Adding a new vendor if not listed
3:00 – Understanding the approval status and adding a quote
5:30 – Handling tricky item selection with accounting team support
6:00 – Adjusting item quantities and rates
6:45 – Assigning the purchase to a project and task
7:20 – Defaulting location and class information
9:00 – Submitting the purchase request and post-submission process
9:40 – Adding shipping details for specific delivery addresses
10:15 – Attaching files and documentation to the purchase request
10:45 – Final steps and submitting the purchase request for approval
Master the process of submitting purchase requests in NetSuite with this detailed guide. Learn how to handle items, vendors, and project details while ensuring a smooth approval process.
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