Purchase Requisitions

Purchase requisitions allow team members to request purchases that require approval before a purchase order is created. Navigate to Purchases > Requisitions.

How It Works

1. A team member creates a requisition with the items they need
2. The requisition is routed through the approval workflow
3. Once approved, it can be converted to a purchase order
4. If rejected, the requester is notified with a reason

Creating a Requisition

1. Click New Requisition
2. Add line items with descriptions, quantities, and estimated prices
3. Provide a justification for the purchase
4. Submit for approval

Approval Workflow

Requisitions follow the approval workflows configured in Settings > Workflows. Approvers receive notifications and can approve, reject, or request changes.

See Workflows for details on configuring approval rules.

Converting to Purchase Order

After approval:

1. Open the approved requisition
2. Click Convert to PO
3. Select the supplier and finalize details
4. The PO is linked to the original requisition