Purchase Requisition Form Template

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"With the help of this practical Purchase Requisition Form Template, you can get a headstart on your next project with ClickUp!"

The template you're accessing is a Form Template, but can be adapted for this use case with some slight adjustments.

Struggling to keep track of purchase requests in your organization? ClickUp's Purchase Requisition Form Template is here to save the day!

This template helps streamline your procurement process by enabling you to:

  • Capture all essential information for requesting goods or services
  • Track and manage the purchasing process efficiently
  • Establish accountability and transparency within your organization

Don't let the purchasing process slow you down—optimize it with ClickUp's Purchase Requisition Form Template today!

Purchase Requisition Form Template Benefits

Simplify Your Procurement Process with Purchase Requisition Form Template

Streamlining your procurement process has never been easier with the Purchase Requisition Form Template. This template helps your organization by:

  • Providing a standardized format for capturing essential purchase request details
  • Ensuring accountability and transparency in the purchasing process
  • Facilitating efficient tracking and management of all purchase requests
  • Streamlining communication between requesters and approvers for faster decision-making

Main Elements of Form Template For Purchase Requisition

To streamline your procurement process effectively, ClickUp's Purchase Requisition Form template offers essential elements:

  • Custom Statuses: Track progress with statuses like Added To Inventory, Declined, and Supplies Received
  • Custom Fields: Capture detailed information with fields like Supply Type, Received by, and Total Order
  • Custom Views: Utilize views such as New Orders List, Orders by Department, and Supply Order Tracker to manage and visualize purchase requisitions efficiently
  • Automated Workflows: Set up Automations to trigger actions based on requisition status changes, reducing manual work and ensuring smooth processes

How To Use This Purchase Requisition Form Template

Crafting a Purchase Requisition Form might seem complex, but with ClickUp, it's a breeze. Follow these steps to streamline the process efficiently:

1. Define the Purchase Request

Start by clearly defining the details of the purchase request. Include information such as the item or service needed, quantity required, preferred vendor if any, budget allocation, and any specific requirements.

Utilize Custom Fields in ClickUp to categorize and organize all the necessary information seamlessly.

2. Fill Out the Form

Next, fill out the Purchase Requisition Form with the required details. Ensure that all fields are accurately completed to avoid delays in the procurement process.

Use Form view in ClickUp to easily input all the necessary information in a structured and organized format.

3. Review and Approve

Once the form is filled out, it's essential to review it for accuracy and completeness. This step ensures that all relevant details are included before submission for approval.

Set up Automations in ClickUp to streamline the review and approval process, triggering notifications for the necessary stakeholders.

4. Submit for Approval

After the review, submit the Purchase Requisition Form for approval. The relevant stakeholders, such as managers or department heads, will need to review the request and give their approval before proceeding with the purchase.

Utilize the Board view in ClickUp to move the requisition through different approval stages, such as "Pending Approval," "Approved," or "Rejected."

5. Procurement Process

Once the purchase request is approved, it's time to initiate the procurement process. This involves communicating with vendors, obtaining quotes, negotiating terms, and finalizing the purchase order.

Utilize the Gantt chart feature in ClickUp to create a timeline for the procurement process, ensuring all tasks are completed on time.

6. Track and Monitor

To ensure transparency and accountability, track the progress of the purchase requisition. Monitor the status of the request, delivery timelines, and budget utilization throughout the procurement process.

Use Dashboards in ClickUp to create visual representations of key metrics, providing real-time insights into the status of all purchase requisitions.

By following these steps in ClickUp, you can streamline your purchase requisition process, improve efficiency, and ensure smooth procurement operations.

Get Started with ClickUp’s Purchase Requisition Form Template

Streamline your procurement process with the ClickUp Purchase Requisition Form Template. Perfect for companies looking to establish accountability and efficiency in their purchasing process.

To get started with the Purchase Requisition Form Template:

  • Add the template to your Workspace and designate the appropriate location.

  • Invite relevant team members to collaborate on procurement requests.

  • Utilize the following steps to optimize your purchasing process:

    • Create a new request for each procurement need.
    • Fill in the custom fields such as Supply Type, Order Lead Time, and Supplier Name.
    • Update statuses as needed from New Request to Supplies Received.
    • Use the New Orders List view to track pending requests.
    • Utilize the Supply Order Form view to input detailed order information.
    • Organize orders by department using the Orders by Department view.
    • Monitor progress with the Supply Order Tracker view.
    • Refer to the Getting Started Guide for additional assistance.
    • Set up notifications to stay informed on order status changes.
    • Analyze completed orders to optimize future procurement processes.

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