Purchase Requisitions Overview - Smarter Sales & Inventory Management | Zayls

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Knowledge Base Purchasing | Purchase Requisitions Overview

Purchase Requisitions Overview

A Purchase Requisition (PRQ) is an internal document issued by an employee of a company to request a purchase of a product. This is usually done when a product needs restocking. Internal employees may send a Purchase Requisition to the Purchasing department for them to formally compose a Purchase Order to the corresponding supplier of the product.

 

You can filter records in two ways:
  • Search by PRQ #, Reference #
  • Using Filters

 

Search by PRQ #, Reference #:

1. Go to Search by PRQ #, Reference # box at the top of the Purchase Requisitions list.

2. In the Search by PRQ #, Reference # box, type the purchase requisition number or the reference number you are searching for. The list will load the moment you stop typing.

3. Click the PRQ # to see the purchase requisition details.

Using Filters:

1. Click Filters beside the Search by PRQ #, Reference # box. It will show you several parameters that will help to narrow down results.

Filters:
  • Date From — will show records starting from the date selected
  • Date To — will show records up to the date selected
  • Supplier — will show records involving the supplier selected
  • Location— will show records involving the location selected
  • Target Delivery Date From — will show records up to the date selected
  • Target Delivery Date To — will show records up to the date selected
  • Status — will show records with the status (Pending, Approved, Closed, Voided) selected

Filters can be used simultaneously to narrow down results.

Export Purchase Requisitions to PDF or Excel:
  1. In the Purchase Requisitions Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer.