How to use Purchase Requisition?

 

Purchase Requisition with AntMyERP

The Purchase Requisition feature in AntMyERP helps simplifies the process when a salesperson or employee needs any material. Instead of sending informal requests, they can raise a structured purchase requisition that goes through an approval workflow before moving to the quotation stage.

To create one first go to the Purchase module and click on Purchase Requisition. You’ll see all previously created requisitions. Click the plus icon on the right to open the requisition form. The employee’s name is auto filled and the request date is automatically generated. Enter the due date, remarks and any message and upload supporting documents if available.

In the product line section, select the required item, specify the quantity, budget price and mention whether it’s being purchased for stock or a fixed asset. Once all details are entered then click Save, your purchase requisition is created and appears in the listing view.
Each requisition requires two levels of approval:

• Senior/Manager approval
• Finance team approval

You can track the status of your requisition whether it’s pending, approved or rejected directly in the listing. Once both approvals are complete, a checkbox will appear, allowing you to send it for quotation. This forwards the request to the RFQ (Request for Quotation) team who will collect quotations from multiple vendors.

This structured flow ensures every purchase request is verified, budgeted and documented thus maintaining transparency and control throughout the procurement process.