How to raise and approve a purchase requisition
Uncontrolled buying is where money leaks. A purchase requisition lets a staff member request what’s needed and have it approved before any order is placed — then the approved requisition converts straight into a purchase order. You get a clean paper trail from “we need this” to “it’s on order”.
Step by step
- Create the requisitionWeb: Purchasing → Purchase Requisitions → New. Set the warehouse, the suggested supplier, and add line items (product, quantity, estimated cost). It starts as Draft.
- Submit for approvalSubmit the draft — its status becomes Submitted and it goes to whoever approves.
- Approve or rejectAn approver Approves or Rejects it (with a decision note). Rejected requisitions can be edited and resubmitted.
- Convert to a purchase orderOn an approved requisition, use Convert to PO — RushFlow creates the purchase order from the lines and links it back. (Or Mark Converted if you raised the PO elsewhere.)
Statuses
A requisition moves Draft → Submitted → Approved → Converted, with Rejected as a side state. Once converted it’s locked (no edit or delete), so the record of what was approved stays intact.
Frequently asked questions
Can staff request purchases without placing orders directly?
Yes. They raise a purchase requisition that must be approved; only then is it converted into a purchase order.
What happens after a requisition is approved?
You convert it to a purchase order in one click — RushFlow copies the lines and links the PO back to the requisition.
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