Purpose: A purchase requisition is a request made by an employee or department to purchase goods or services from a specific vendor. Once approved, it authorizes designated users to initiate the quotation or procurement process, allowing the request to move to the quotation or purchase order stage.
Key terms:
Purchase Requisition - This is an initial internal request made by an employee who needs to acquire goods or services for the business.
Purchase Order - This is a legal document a buyer sends to a supplier or vendor to authorize a purchase. Purchase orders outline what the buyer would like to purchase and how much of it they would like to receive.
Watch video on how to do purchase requisition:
Follow the steps to do a purchase requisition:
After logging in, select your site from the list or use the search bar to find it by name.
Click the hamburger menu on the top left corner of the home page.
Click on 'Purchase Requisition'.
If you are purchasing the item for the first time, click the plus (+) sign on the top right corner of the page.
Add the Info and justification of the item that you want to purchase.
Click on Items / Services to add the items and services quantity.
If you are purchasing a product, click on 'Items'. If you are requesting a service from the vendor, click on 'Services'.
After clicking on 'Items', type the item name or SKU in the search bar.
Select the item that you want to purchase and click Add Existing.
Click on the item, add quantity and save.
Return to the Purchase Requisition page and click on 'Attachments' to upload a picture of the item you want to purchase.
Attach the picture
Submit the purchase requisition and wait for finance management to approve.
Check the procurement flow to see the current stage of your order. Click "Nudge" to send a Slack reminder to the approver.
After the purchase requisition is approved, you proceed with the purchase order.