How to Create and Track Purchase Requests in Tropic

This article covers how to create and track Purchase Requests in Tropic.

Create a Request

• In the Purchasing Portal, click Create Request.
• If you have access to the Tropic platform, navigate to the Requests page and click Create Request. 
• In Which supplier are you requesting?, type and select the name of the supplier.
  • To add a new supplier, click Add new Supplier.
  • If adding a new supplier, specify a Supplier Domain. If you can't provide a domain, click Add Supplier without a domain.
• Fill out the rest of the request form.
• When you’re done, click Submit Request.

Track Your Requests

You can view requests that you've created in the Your Requests section of the Purchasing Portal, or in the Tropic platform in the Requests page

Best Practices

Let’s review some best practices for creating and managing requests:

• Submitting your request early ensures you have enough time to navigate your organization’s approval process and allows Tropic to maximize leverage when negotiating with the supplier.

• Include as much detail as possible in your request to speed up the review by your organization or Tropic. This also provides crucial information needed for negotiations.

• Use the activity field to tag teammates by using the "@" mention. This helps ensure that everyone involved is notified and kept in the loop.

• Finish every request by creating a contract. This keeps your data in Tropic up to date and ensures you receive timely reminders when a contract is up for renewal.

Additional Resources

For more training guides or documentation, please visit our Help Center. Our resources provide detailed guidance to help you navigate Tropic effectively.