This article will walk you through on how to create a new Request and send it through the approval process:
1. Select Request in the Menu Bar
2. Select Create New Request 
button in the top right hand corner to start a brand new request
3. Add Products to Request located in Tab 1 (Products to Request)
- Select Add Products
button to select for products - Select Filter to show products from inventory or catalog
- Select products by clicking into the check boxes located next to each product
- Select Add XX Products to add all the selected products to your Request
4. Update QTY (quantity) for each of the products if needed by using the up and down arrows
- Select a supplier for each product by clicking in the supplier drop-down
- Alternatively, use the Cost Analysis tool to compare prices from suppliers
- The Selection Helper automatically picks the lowest price depending on the number of different suppliers you are willing to order with
- Check that your order is within budget by viewing the Budget Status Icon in the lower right hand corner
- Click Review Suppliers in the upper right once you are finished adding products and selecting suppliers
5. Check Supplier Info located in Tab 2 (Supplier Info)
- Select a contact if necessary
- Select Corporate if you don’t have a contact for that supplier. Method has integrated all the corporate contacts into the system which will ensure that the PO goes to a general inbox for that supplier
- Contact Method: Will auto populate based on the contact
- Update Payment Method if needed
- Update Payment Terms if needed
- Click Edit Details once all field have been completed
6. Confirm Request Details located in Tab 3 (Request Details)
- Select Department via drop-down
- Confirm the Name on shipping address
- Name field is editable so it can be shipped to the correct person
- Confirm the Name on billing address
- Name field is editable so the invoice goes to the correct person, i.e Accounts Payable
- Select desired shipping method in drop-down
- Add Notes if necessary
- Supplier notes are included on the Purchase Order sent to the supplier
- Click Submit for Approval
- Your designated approver will be notified that the request has been submitted for approval
- Your request will indicate waiting for approval