How do I mark a Request as "Purchased Externally"?
To mark your own Request as Purchased Externally:
- To edit your own requests, head over to the My Requests tab.
- You can visualize your Requests either using List view or Kanban view, by clicking on their respective buttons on the top right side of the screen. Use filters and the search bar to narrow down your request(s):
- If in Kanban view, search for your approved Request: under the Approved column or by using the search bar.
- If in List view, according to your search terms and filters, matching results will show on top of the list.
- Click on the Request you wish to edit, to view the Request Details screen.
- Click on +More Actions button, and then, on Mark as Purchased.
- Click on the ☑ Purchased Externally button.
To mark another user's Request as Purchased Externally:
- Go to the Reports tab and then click on the Company Requests subtab.
- Use the search bar and filters to narrow down your results.
- Click on the Request you wish to edit, to view the Request Details screen.
- Click on +More Actions and next on Mark as Purchased.
- Click on the ☑ Purchased Externally button.
