Purchase requisitions overview

A purchase requisition is an internal request to buy parts, consumables or tooling. Someone raises it, it is reviewed and approved, then it is converted into purchase orders — grouped automatically by vendor.

Creating a requisition

1. Open Purchase Requisitions and click New Requisition
2. Add the parts you need with quantities
3. Set a priority — Low, Medium, High or Urgent
4. Optionally add a purpose, a required-by date and a linked work order
5. Attach photos, quotes or specifications if useful
6. Save as draft, or submit for approval

What you can capture

• Purpose / reason — the justification for the request
• Required-by date — when the material is needed
• Linked work order — connect the request to the job that needs the parts
• Attachments — damaged-part photos, quotations or specifications
• Priority — including a dedicated Urgent level
• Section / Unit — shown automatically from the requester's location

From draft to purchase order

1. Draft — build and edit the requisition (drafts have an Edit button)
2. Submitted — sent for approval
3. Approved — ready to convert
4. Converted — purchase orders are created and grouped by vendor; receiving and closure then happen on the purchase order

Configurable approval chain

Admins can require fields and route approvals automatically, with no code, per company.

1. Go to Company Settings → Workflows → Purchase Requisitions
2. Require fields before approval — for example a purpose or a linked work order
3. Choose the approver — a role, a specific user, or the manager of the requester's department (resolved automatically from your locations)
4. Or apply the one-click Department manager approval preset

Non-catalog items

You can also request items that aren't in your inventory. Click 'Add custom item' to type a free-text name, unit and quantity for an occasional need. When the requisition becomes a purchase order the custom line is carried over as a purchase-only item — it never creates an inventory part.