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Order requests

Construction6 min read

Order requests are how site asks the office to buy. They live on Job → Construction, next to site diary, snagging, and RFIs. Buyers turn approved requests into purchase orders.

When to use this​

Use this when the plot needs materials or plant and the buyer should place the order.

Do not use it to bill the customer or to log a supplier invoice. Use Quotes or Bills and expenses.

Before you start​

  • Procurement is on under Settings → Features.
  • You can create order requests.
  • You are on a plot or standalone job, not the development.

Create the request

Construction → Order requests, or Order request on My Work (works offline).

Add lines from the workspace library, the job bill of quantities, or freehand. Include quantity, required date, and anything the buyer must not guess.

Send it to buying

Submit so it appears in workspace Finances → Procurement. The buyer raises the purchase order.

See what was ordered

Construction → Resources ordered shows what is already placed for the job, without opening every PO.

What done looks like​

  • The request is on the plot Construction tab.
  • The buyer can find it under procurement.
  • Site can see ordered resources on the job.

Common mistakes​

  • Raising the request on the development.
  • Treating the request as the supplier PO. The PO is the next document.
  • Skipping quantity or required date so the buyer has to call the site.