1. The first step is to create a PQuote.
2. Choose either a preset part number for your type of request, or make a new part number.
3. Next, you can choose to add a comment. This can be done by clicking the pencil icon and adding it as a source comment on the line itself. Another option is using the note function on the left-hand menu. The third option is adding it to the assignment comments on the workflow stage menu before sending the PQuote for approval.
4. The purchase request would then go to be reviewed, typically by purchasing. This is done by setting up workflow stages: https://cetecerp.com/support/how-to/workflow-customization.html
5. If the request is approved, purchasing would then follow the standard PQuote process, adding a vendor, cost, etc.
6. Once everything is in order, the PQuote can be committed to a purchase order and sent out to the vendor!