Shopping Request

This feature allows users to submit purchase requests for items needed within the school. Once the request is approved, the items can be procured. After receiving the items, the inventory can be synced directly to the Equipment Management feature.

1. Shopping Request List

On the "Shopping Request" page, you can view all staff purchase request records. Each record includes the following information:

School year, School term: Indicates the academic year and term of the request
Application Time: The submission time of the shopping request
Application Class: The class making the request
Applicant: The name of the person submitting the request
Receiver: The recipient of the requested items
Receipt time: The receiving time of the goods
Remarks: Additional notes or requirements about the items
Export status: Whether the request has been exported
Approval State: Current approval status, such as “Pending”, “Pass”, etc.
Operation: View detailed request information

Administrators can click "View purchase request" to see details of each request, including items, price, quantity, receipt time, etc. The approval statuses include “Pending”, “Pass”, or “Reject”. Click [Overview] for a detailed view.

At the top of the list, there are several functional buttons:

Refresh: Refresh the current page data
Create: Submit a new shopping request
Batch delete: Delete multiple shopping records
Export: Export shopping request records
Statistics: View related shopping statistics

2. Create a Shopping Request

To submit a shopping request, please fill in the following information:

Application Class: Select the class requesting the items
Receiver: Select the recipient of the items
Category: Choose category: Logistics, Teaching, Trade union
Remarks: Fill in additional notes for the request
Requested items: Add items including Product name, Legend, Quantity, Specifications, Unit price, Remarks

You can use the [Download template] button to download a shopping list template, or [Import shopping list] to import an existing one. Click [Commit] to submit the request.

3. Receiving Goods and Inventory

During the shopping request process, use [Bulk Receipt (Check)] to manage received goods. Confirm item receipt via the "Operation Confirmation" screen:

After confirming receipt, if the item should be entered into the inventory system, click [Store in inventory]. If not, click [Do not store].

Assign a category to the new item or create a new category. Fill in the quantity and price. After filling in all fields, click [Submit] to save.

4. Batch Export Function

You can export shopping requests as an Excel file by selecting a date range. You may export your own requests or all records for convenient tracking and statistics.

5. View Shopping Request

On the "View purchase request" page, you can view the following details: