import { Callout, Steps } from ‘nextra/components’

Create a Purchase Request

Goal: Consolidate requested items into a formal purchase request that can be reviewed, quoted, approved, and ordered.

Pending Request -> Purchase Request -> Quotes -> Order -> Delivery

A purchase request brings requested items together before the yacht or shore office commits to a supplier or an order.

Before you start

You must have permission to create purchase requests.
Pending requests should already exist if you are consolidating crew requests.
Confirm the delivery need, budget context, and urgency before creating the request.

### Open Purchase Requests

Open Stock & Supply, go to Procurement, and open the purchase requests list.

Select the action to create a new purchase request.

Add a clear name, request date, delivery port when relevant, and any notes that help the reviewer understand the purchase.

Add the items that should be included in the request. If you are working from pending requests, select the relevant requested items and quantities.

Check that the items, quantities, notes, and delivery information are complete.

Save the record. If supplier pricing is required, continue with quote request and review.

[PLACEHOLDER: screenshot - purchase request form with requested items and delivery information]

The purchase request is created and ready for review, quote request, approval, or order creation depending on your procurement workflow.