Purchase Requests - Overview

A Purchase Request is a formal request initiated by the user of an organization to procure goods or services. The purpose of a purchase request is to ensure that all acquisitions are necessary, budgeted, and authorized, thereby maintaining financial control and accountability.

In Zoho Procurement, users of an organization can create purchase requests for the products or services they require from the My Requests module.

Statuses of Purchase Requests

• Draft: Once a purchase request is created, it will be saved in Draft status. You can make necessary changes while the purchase request is in draft status.
• Awaiting Approval: Once a purchase request is created, you can submit it for approval. The purchase requests that are submitted to the approver will be in Awaiting Approval status.
• Approved: All purchase requests that are approved by the approver will be in Approved status.
• Rejected: All purchase requests that are rejected by the approver will be in Rejected status.
• On Hold: The purchase requests that approvers have approved but have put on hold due to some reason will be in the On Hold status.
• Processed: If a purchase request is approved and processed, it will be marked as Processed.
• Canceled: All the purchase requests that were canceled by users of your organization will be in the Canceled status.
• Recalled: If you want to make changes to a submitted purchase request, you can recall the purchase request. The status of such purchase requests will be in the Recalled status.