Objective
Convert an approved Material Request into an Request for Quote (RFQ), a Purchase Order (PO), or a Labor Log.
Background
A material request empowers your team to source the necessary materials needed to complete a job. These field requests should be reviewed by a Project Manager or Field Leader. Once the Field Order is approved, they can be converted into a Request for Quote (RFQ), and Purchase Order (PO), or Labor Log.
Things to Consider
Required Permissions:
‘Submit to Suppliers’ access is required to convert an approved material order request.
Steps:
When the Material Request is approved, you will receive an automated email from StructShare. In that email you can click on ‘Place Order’ or visit your StructShare homepage
From the ‘Home’ screen, click on ‘Field Requests’ tab and select the material order in question
Add any necessary notes or attachments
Click ‘Continue’
Select the ‘Action’ you wish to perform
Material PO
Request for Quote
Save External PO
Note that this action will not send a notification to a supplier
Rental PO
Service PO
Blanket PO
Labor log
Select your Supplier if one has not already been assigned
Review the remaining fields and update if necessary
Click ‘Place Order’
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of you screen.
Email Support:
Call Support:
(512) 222-3716