Difference between revisions of "How to buy things for Makespace"

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If you've been asked or want to buy something for Makespace, this is how to do it:
 
If you've been asked or want to buy something for Makespace, this is how to do it:
  
'''1.  Check that you are authorised to buy the thing (otherwise you might have to pay for it yourself!).''' How to do this:
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'''1.  Make sure you know exactly what you are buying '''
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* Check with the community (eg via the Google group) or the directors management@makespace.org if you aren't sure.
  
* Mail management@makespace.org with the details of what you plan to buy and the price and why you think we should buy it (ideally this is a note that it was discussed in a planning meeting or on google group or similar). If there are several items please write them out in separate lines.
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'''2. Check that you are authorised to buy the thing (otherwise you might have to pay for it yourself!).'''
* When Laura, Simon or Jonny respond with a "This purchase is authorised" you know you can go ahead. Otherwise, feel free to go ahead, but it is at your own risk - you might not get your money back!
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'''2. Make sure you know exactly what you are buying - check with the community (eg via Google group) if you aren't sure.'''
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* Fill in a simple request for expense authorisation stating what it is and expected cost [http://www.formpl.us/form/0B64Y5oq85Z1NdldjZTZTRF8wNTg Purchase Request Form]
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* Assuming it is approved, you are sent an auth code by email and can go ahead with purchase.  
  
 
'''3.  Buy the thing.'''
 
'''3.  Buy the thing.'''
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* If it's getting delivered to Makespace directly, you might want to make sure there will be someone around to sign for it - ask on the Google Group or in IRC.
 
* If it's getting delivered to Makespace directly, you might want to make sure there will be someone around to sign for it - ask on the Google Group or in IRC.
  
'''4.  Assuming you paid for the thing, please scan the receipt (or take a photo of it!) and email it to management@makespace.org along with your bank details (sort code, name on account, account number).'''
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'''4.  Get your money back.'''
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* After purchase (Assuming you paid for the thing), you fill in actual cost, attach the scanned receipts and provide your bank details along with that auth code to tie it back [http://www.formpl.us/form/0B64Y5oq85Z1NWFdzc0FpRFR4MXc Expense Reimbursement Form]
  
We will try to pay you by bank transfer within a week or two; if you desperately need quick payment, you should probably check before you spend any money that we can process the receipt quickly.
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* We will try to pay you by bank transfer within a week or two; if you desperately need quick payment, you should probably check before you spend any money that we can process the receipt quickly.
  
'''5.  Bring the thing to Makespace and follow the new thing process:''' [[Equipment/NewKit|New Equipment Induction]]
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'''5.  Bring the thing to Makespace following the new thing process:''' [[Equipment/NewKit|New Equipment Induction]]
  
 
'''6.  Bring the paper receipt to Makespace and leave in the dropbox on the back office / Store Room door.'''
 
'''6.  Bring the paper receipt to Makespace and leave in the dropbox on the back office / Store Room door.'''

Revision as of 17:04, 22 May 2013

If you've been asked or want to buy something for Makespace, this is how to do it:

1. Make sure you know exactly what you are buying

  • Check with the community (eg via the Google group) or the directors management@makespace.org if you aren't sure.

2. Check that you are authorised to buy the thing (otherwise you might have to pay for it yourself!).

  • Fill in a simple request for expense authorisation stating what it is and expected cost Purchase Request Form
  • Assuming it is approved, you are sent an auth code by email and can go ahead with purchase.

3. Buy the thing.

  • If it's a normal purchase: go ahead. Make sure you get a receipt and a VAT receipt if available.
  • If it's a trade sale: Makespace's VAT number and registered address are on makespace.org and you might need them. If you are setting up a trade account you might want to check with management@ makespace.org first because if invoices are going to arrive, we need to spot them and pay them!
  • If it's an informal transaction, eg cash in hand, you should think about how you are going to show that the transaction took place!
  • If it's getting delivered to Makespace directly, you might want to make sure there will be someone around to sign for it - ask on the Google Group or in IRC.

4. Get your money back.

  • After purchase (Assuming you paid for the thing), you fill in actual cost, attach the scanned receipts and provide your bank details along with that auth code to tie it back Expense Reimbursement Form
  • We will try to pay you by bank transfer within a week or two; if you desperately need quick payment, you should probably check before you spend any money that we can process the receipt quickly.

5. Bring the thing to Makespace following the new thing process: New Equipment Induction

6. Bring the paper receipt to Makespace and leave in the dropbox on the back office / Store Room door.