How to Create a Manual Request

The Manual Request feature allows you to send customised document requests to one or multiple suppliers outside of your automatic requirement rules.

You can create a manual request from the Requests page by clicking the Request button.

How to create a manual request

Creating a manual request consists of six simple steps:

Step 1: Setup

Indicate whether:

• This is a Spot buy request
• You are requesting documents from an existing organisation in your account
• You are requesting documents from a new organisation

Choose the option that fits your situation.

Step 2: Request details

Here you define:

• The organisation (if already in your account)

  or

• The email address of the recipient

You must also fill in:

• Request title
• Due date

Make the title clear so the supplier understands what the request is about.

Step 3: Sub-supplier intake (optional)

You can choose to include a sub-supplier intake.

If enabled, your supplier will be asked to share their sub-suppliers. This helps you:

• Keep your supply chain up to date
• Gain better visibility into lower-tier suppliers

Step 4: Documents to request

Select the documents you want to request.

This works similarly to setting up requirement rules:

• Choose the document type
• Define whether it is mandatory or optional
• Add conditions if needed

Step 5: Attach read-only agreements or guidelines (optional)

You can attach supporting documents to the request, such as:

• Supplier agreements
• Guidelines
• Templates

These attachments are read-only and provide context or instructions to your supplier.

Step 6: Message to the supplier

Add a message that will appear at the top of the request.

Use this space to:

• Provide context
• Explain deadlines
• Add specific instructions

When to use manual requests

Manual requests are useful when:

• You need documents outside your standard requirement rules
• You are onboarding a new supplier
• You need a one-time document
• You are managing a spot buy

Manual requests give you flexibility while keeping everything tracked within the platform.