Tutorial: Create and Submit a Purchase Requisition

Goal: Quickly generate purchase requests for approval using the requisition process. Approved requisitions automatically become purchase orders.

The purchase requisition is often the starting point for acquiring goods or services, acting as a formal request that requires internal approval before becoming a Purchase Order. Zudello provides a structured way to create, code, and submit requisitions, ensuring all necessary information is captured and routed correctly.

This guide walks you through the complete process of creating a requisition from scratch: initiating the document, adding header details and the supplier, specifying the line items and required coding, and finally reviewing and submitting the request for approval.

Steps:

1. Create a New Requisition
2. Add Header Details & Supplier
3. Add Line Items & Coding
4. Review Totals & Submit

Let's begin by creating a new requisition document.

title: Overview - Creating Purchase Requisitions description: Learn the end-to-end workflow for creating and submitting a purchase requisition for approval in Zudello. slug: /product-guide/purchasing-officer/create-requisition/overview sidebar_label: Overview

Tutorial: Create and Submit a Purchase Requisition

Goal: Quickly generate purchase requests for approval using the requisition process. Approved requisitions automatically become purchase orders.

Persona: David Chen (Purchasing Officer)

The purchase requisition is often the starting point for acquiring goods or services, acting as a formal request that requires internal approval before becoming a Purchase Order. Zudello provides a structured way to create, code, and submit requisitions, ensuring all necessary information is captured and routed correctly.

This guide walks you through the complete process of creating a requisition from scratch: initiating the document, adding header details and the supplier, specifying the line items and required coding, and finally reviewing and submitting the request for approval.

Steps:

1. Create a New Requisition
2. Add Header Details & Supplier
3. Add Line Items & Coding
4. Review Totals & Submit

Let's begin by creating a new requisition document.