Manage Purchase Requests

In this help document, you’ll learn the various actions you can perform to manage purchase requests in Zoho Procurement.

Edit a Purchase Request

Here’s how you can edit a purchase request in the Draft status:

Click My Requests on the left sidebar.
Open the purchase request that you want to edit.
Click Edit in the top right corner of the page.
Make the necessary changes.
Click Save.

Cancel a Purchase Request

If you want to cancel a purchase request after an approver approves it:

Note: This action can only be performed by the user who created the purchase request after approval.

Go to My Requests on the left sidebar.
Open the purchase request that you want to cancel.
Click Cancel in the top right corner.
Provide an appropriate reason for canceling the purchase request and click Confirm in the Cancel Purchase Request pop-up.

Delete a Purchase Request

Warning: Once a purchase request is deleted, it cannot be retrieved.

Note: You can only delete the purchase requests in the Draft status.

Here’s how you can delete a purchase request:

Go to My Requests on the left sidebar.
Open the purchase request in the Draft status that you want to delete.
Click More in the top right corner of the page.
Click Delete from the More drop-down.
Confirm your action by clicking Delete again in the Delete Purchase Request pop-up.