Who this is for: Everyone at Freedom who submits an operations/accounting request — plus the reviewers who approve them.

What it is: The Forms tab is a single place to submit internal intake requests. It replaces the old scattered Google Forms with structured forms that route to the right reviewer and, on approval, push records into NetSuite (or a ticket into HubSpot) automatically.

📚 In this section

Each form has its own detailed guide:

At a glance

  1. Open the Forms tab in the top navigation.
  2. Pick one of the five request cards and fill out the form. Fields marked \* are required.
  3. Click Submit — you'll get a confirmation and the request lands in the matching review queue.
  4. A reviewer approves or rejects it. For most forms, approval is what creates the downstream record (PO, inventory movement, vendor invite, or HubSpot ticket). Purchasing is the exception — approval is the decision itself, and the team buys from the approved list.

The Forms tab: the five request cards on top, the reviewer consoles below.

The Forms tab: the five request cards on top, the reviewer consoles below.

The five request forms

Form Use it to… Goes to On approval
New Vendor Request Onboard a new subcontractor vendor Accounting Vendor gets a tokenized intake form; vendor is created in the Vendor Portal
New Work Order Get a subcontractor Purchase Order Accounting A PO is generated in NetSuite and the vendor is notified
Inventory Adjustment / Transfer (NAM) Move or adjust NetSuite inventory — between regions, between bins, or up/down Warehouse team An Inventory Transfer, Bin Transfer or Adjustment is posted to NetSuite
Purchasing Request Order office, kitchen, cleaning or bathroom supplies, warehouse or safety items, or BOM/BOS material Purchasing team Nothing is created downstream — purchasing buys from the approved list by hand
Escalation Request Escalate a customer/project issue Escalation team (routed by PTO) A HubSpot ticket is opened in the Escalation pipeline