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Version: Current

Create my first requisition

Goal: Create and submit a requisition for approval​

Time: 2-3 minutes
You'll need: Details of the purchase you would like to make, including supplier and item information
Outcome: A requisition submitted for approval

Step 1: Go to the requisitions submodule​

  1. Log in to Zudello
  2. In the modules menu, click Purchasing
  3. Click Requisition

Go to Purchasing module

Step 2: Create a requisition​

  1. Click New Requisition
  2. Click Create

Create a requisition

Step 3: Enter header information​

  1. Click Type and select the appropriate requisition type
  2. Enter required date fields
  3. Enter a reference

Enter header information

Step 4: Select a supplier​

  1. Click Match with this supplier
  2. Search for your supplier name in the drop-down
  3. Select the correct supplier from the results

Select a supplier

Step 5: Enter a delivery address​

  1. Scroll down to the delivery address section
  2. Enter the delivery address details or select from saved addresses
  3. Include any special delivery instructions if needed

Enter a delivery address

Step 6: Enter line items​

  1. Double-click the stock code field
  2. Search for the item by name or code
  3. Select the item from the results
  4. Enter or edit the description if needed
  5. Enter the quantity
  6. Verify or enter the price

Enter line items

Step 7: Add coding information​

  1. Double-click the dimension fields (e.g., department, location)
  2. Select the appropriate values from the drop-downs
  3. Complete all required coding fields
  4. If needed, add more lines by clicking the next empty row

Add coding information

Step 8: Review and submit​

  1. Check that all required fields are completed
  2. If prices include tax, turn on the Are the line totals inclusive of tax? toggle
  3. Review the document totals at the bottom of the screen
  4. Click Save and submit

Review and submit

Well done!​

You've successfully created your first requisition!

Your requisition has been submitted for approval. Once approved, it will automatically convert to a purchase order.

→ Next: Track the requisition through approval​

Tips and tricks​

  • Save time by duplicating existing requisitions for repeat purchases
  • Attach supporting documentation if required by your approval process
  • Complete all required fields to avoid delays in processing
  • Your organisation's approval routing is applied automatically based on your settings