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Step 4: Review Totals & Submit

Before submitting, perform a final review of the requisition details and totals.

Steps:

  1. Review Document Totals:
    • Check the automatically calculated Subtotal, Tax, and Total Amount at the bottom of the document.
    • If line prices included tax, ensure the Are the line totals inclusive of tax? toggle is turned on.
  2. Add Attachments/Notes (Optional): Use Related Attachments or Chat if needed.
  3. Submit for Approval: Click Save and Submit.

What Happens Next?

The requisition moves from Draft to Approval status and enters your organisation's approval workflow.

  • Approvers are notified.
  • Once fully approved, Zudello automatically converts the requisition into a Purchase Order in Pending status.
  • The new Purchase Order is then ready for placing with the supplier.

End of Tutorial

You have successfully created and submitted a purchase requisition!

Related How-To Guides:

title: Step 4 - Review & Submit description: Review the completed requisition totals and submit it for internal approval. slug: /product-guide/purchasing-officer/create-requisition/step-4-review-submit sidebar_label: 4. Review & Submit​

Step 4: Review Totals & Submit

Before submitting, perform a final review of the requisition details and totals.

Steps:

  1. Review Document Totals:
    • Check the automatically calculated Subtotal, Tax, and Total Amount at the bottom of the document.
    • If line prices included tax, ensure the Are the line totals inclusive of tax? toggle is turned on.
  2. Add Attachments/Notes (Optional): Use Related Attachments or Chat if needed.
  3. Submit for Approval: Click Save and Submit.

What Happens Next?

The requisition moves from Draft to Approval status and enters your organisation's approval workflow.

  • Approvers are notified.
  • Once fully approved, Zudello automatically converts the requisition into a Purchase Order in Pending status.
  • The new Purchase Order is then ready for placing with the supplier.

End of Tutorial

You have successfully created and submitted a purchase requisition!

Related How-To Guides: