Initiate requisition from a sold estimateLast updated on 04/19/2023
Initiate requisition from a sold estimate to procure items for a job. When initiating a requisition, you can select items from your estimate that will be required for the job. Requisition automates the procurement process by saving time and reducing manual errors.
Things to know
To requisition items from an estimate, add tasks, materials, and equipment to your estimate as line items.
Initiate requisition from a sold estimate
Search for and open the estimate for which you want to initiate requisition. Note: If the estimate isn’t sold, sell the open estimate to begin the requisition.
Click Initiate Requisition.
Select or deselect the items you want to requisition.
When you’re finished, click Confirm Requisition. Requisition Warehouse Selection opens.
Click the Select Warehouse dropdown and select the warehouse where you want the items to be requisitioned from.
When you’re finished, click Confirm. Requisition details screen opens.
Select the items you want to requisition.
Note: Select the box at the top of the line item table to bulk select all items for the requisition.
Enter requisition details:
Quantity requested: Confirm that this is the correct quantity for the job you’re requisitioning this item for. You can change the quantity as needed.
PO Ship to: For each item you’re requisitioning, select the location where these items will be delivered to. For example, you can ship items to a customer location, vendor, or warehouse. Tip: If you’re shipping all the items in your requisition to the same location, you can select all the items, click the PO Ship To dropdown at the top of the screen, and select the location.
When you’re finished, click Save and Confirm.
Click Back to Requisitions. A confirmation pop-up opens.
Click Leave. The Requisition screen opens. The requisition you just created is listed in the Demand tab.
After the requisition is created, a purchase order (PO) is generated and you can receive the PO to collect the items you requisitioned.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.