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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.

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