How to Raise a Purchase Requisition (Indent)
In short
Go to Purchase → Requisitions → New PR, set Priority and Required By, add items with quantity, and click Submit for Approval. Once approved, the PR shows Create RFQ and Create Purchase Order.
| Where | Purchase → Requisitions |
|---|---|
| Who can do it | Admin, purchase, stores and production can raise PRs. Admins and users with purchase-approval rights approve them. |
| Steps | 6 |
Step by step
- 1
New PR
Go to Purchase → Requisitions and click New PR.
- 2
Header
Choose the Project if it is for a job, Priority (Low, Medium, High or Urgent — required), Required By and Remarks.
- 3
Items
Add each Item with Quantity (required), Description, Unit and Remarks.
- 4
Submit
Click Submit for Approval (or Save as Draft). Approvers get a PR Approval Required alert.
- 5
Approve
An approver opens the PR and clicks Approve, or Reject with a reason. A rejected PR can be re-approved later.
- 6
Buy
On the approved PR click Create RFQ to get quotations, or Create Purchase Order to order directly.
Good to know
- A PR can also be generated from a BOM with Generate PR.
Common questions
Who can raise and approve a purchase requisition?
Admin, purchase, stores and production can raise one. Admins and users given purchase-approval rights approve it; a rejection must carry a reason.
Can I save a requisition and submit it later?
Yes. Save as Draft keeps it without sending it; Submit for Approval sends it to the approvers and alerts them.
What can I do after the PR is approved?
The approved PR shows Create RFQ, to collect quotations from vendors, and Create Purchase Order, to order directly. A rejected PR can be re-approved after correction.
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