Requisitions

The Requisitions module lets you ask for what you need without building the purchase yourself: you enter what you want, when you need it and how urgent it is, and the request is left in Purchasing's hands (with an approval step first if your organization set one up) until it goes out for quotes.

When you sign in, requesters and approvers land on Home: how many requisitions you have in draft, in approval, in purchasing and being quoted, the latest ones you touched and, if you are an approver, how many are waiting for your signature with a direct link to the inbox.

Pages in this section

Create a requisition: the step-by-step form, with assisted import from a file, text or a photo.
Track my requisitions: each request's timeline, and what you can do at each status.
Approve requisitions: the approvals inbox and the direct link from the email.

Once Purchasing launches the lines for quotes, your requisition moves on together with the ones coming from the ERP, in the same board (menu Requisitions) - for the details of that board from Purchasing's side, see ERP requisition triage under the Spot purchasing section.