Creating a Purchase Requisition (Internal Request)

Purchase Requisitions

A Purchase Requisition (PR) is an internal request for goods before a formal Purchase Order is raised. It is used when a department needs to request stock and requires management approval.

When to Use a PR

• A department needs supplies not currently in stock
• Management requires sign-off before spending
• You want a documented trail from request → approval → PO → delivery

Creating a PR

1. Go to Procurement → Purchase Requisitions
2. Click + New Requisition
3. Select: Department, Required Date, Items Needed + Quantity
4. Add justification/notes
5. Click Submit for Approval

Approval and Conversion

1. The approver receives a notification
2. If approved → click Convert to PO to auto-generate a Purchase Order
3. If rejected → requester is notified with reason