Create a Custom Requisition

Learn how to create a Custom Requisition.

A Custom Requisition lets you order ad-hoc items from your Suppliers. You can use a Custom Requisition when none of the other Requisition types are suitable. 

1. You can create a Requisition from multiple locations in PurchasePlus.

a. Click [Requisitions] → [New Requisition] from the side navigation bar.

b. Click [Start Shopping] from the Home Dashboard.

c. Click [Purchase Orders] → [New Purchase Order] from the side navigation bar. This will redirect you to a new Requisition.

Create a Requisition

2. You will arrive at the Create New Purchase Requisition form.

a. Enter a [Reference] to briefly describe the Requisition.

b. Select [Custom Requisition] in the Requisition Type section, this will open more options.

Select Custom Requisition

d. Complete all other fields in the Requisition form as required.

e. Click [Create Requisition].

Complete Custom Requisition Details

3. Click [Add Product] to add Products to your Custom Requisition.

Click Add Product in Custom Requisition4. [Search by Name or Brand] of the Product/ Service and create a temporary quote in order to add it to your Requisition.

5. Complete all fields as required, then click [Add to Requisition].

Important: Your Organization must already have an enabled Trade Relationship with any Supplier you intend to order products from in this Requisition. If a Supplier is not yet available, please contact an Administrator at your Organization to have them added.

Complete details of temporary quote

6. Alternatively, if you can't find the Product you have searched for, you can [Create a New Product] or use [Advanced Search]. Please see our Create a New Product and Advanced Product Search articles to learn more about these options.

Screenshot 2024-03-19 at 3.36.19 pm7. Complete your Requisition in 'Basic Shopping' mode or 'Advanced Shopping' mode.

Complete Requisition

  • Basic Shopping provides a familiar online shopping experience for users. You can view and select products in a Tile or List View, with each Supplier quote appearing as a separate item. Review your selected products in the Shopping Cart before submitting the Requisition. See our Basic Shopping article to learn more.
  • Advanced Shopping provides a powerful way to view and compare prices from your Suppliers and quickly select a Supplier quote. It is suited to experienced users of PurchasePlus. See our Advanced Shopping article to learn more.