Purchase Requisition

Purchase Requisition 
 Step 1: Understand Purchase Requisition 
 
 A Purchase Requisition (PR) is a document created by an employee to request the purchase of products when stock levels are low. 
 While creating a purchase requisition, only products with quantities below the alert level will be displayed. 
 Note: At least one purchase entry must exist for a product to appear in the Purchase Requisition list. 
 
 
 Step 2: Enable Purchase Requisition 
 
 Go to Settings . 
 Select Business Settings . 
 Open the Purchase section. 
 Enable the Purchase Requisition checkbox. 
 Save the settings. 
 The Purchase Requisition tab will appear in the sidebar. 
 
 
 Step 3: Create a Purchase Requisition 
 
 Click the Purchase Requisition tab. 
 Click Add . 
 
 
 
 Enter the required details. 
 
 
 
 Save the purchase requisition. 
 
 Step 4: Convert Purchase Requisition to Purchase Order 
 
 After the purchase requisition is created, it can be converted into a purchase order. 
 Go to Purchase → Purchase Order → Add . 
 
 
 
 Select the supplier. 
 
 
 
 The related Purchase Requisition ID will appear. 
 
 
 
 Select the required PR ID to load the requisition details. 
 
 Step 5: Partial Purchase Handling 
 
 
 If the ordered quantity is reduced while converting the requisition into a purchase order: 
 
 The requisition status will automatically change from Ordered to Partial .