Create for Sourcing
Use this guide when you need goods or services and want the procurement team to source competitive quotes from multiple suppliers.
Last updated 16 July 2026
Who can use this?
Available to all authenticated users with a valid session. Any user in the organisation can create a Purchase Request.
Open Purchase Requests
- From the left navigation bar, click Orders & Invoices.
- Select Purchase Requests to open the list view.
- Click the + Create Purchase Request button to start a new request.
Create Purchase Request form
The Create Purchase Request form loads. You will see:
- A Cost Center field at the top
- A Source of supply selector
- A Line Items table
All fields below the cost center are dimmed until you select a cost center.
Select a Cost Center
Click the Cost Center dropdown and choose the appropriate cost center for this purchase. Once selected, the rest of the form unlocks.
Choose 'Request for Sourcing'
Request for Sourcing is selected by default.
This option routes the request to a buyer who will source quotes from multiple suppliers via an RFQ process.
The approval flow shown below the cards describes the path: Approved → Sourcing Request → RFQ → Award → PO.
Add Line Items
Enter at least one line item, then fill in its fields:
- Item Title (required)
- Qty (required)
- GL Code (optional)
- UOM (optional)
- Est. Unit Price (optional)
- Need By date (optional)
Add more line items one of two ways:
- Click + Add Item to add more rows.
- Use Bulk Upload to import from a spreadsheet.
When all required fields are filled, the Create Purchase Request button becomes active.
Set Shipping & Billing Addresses
After clicking Create Purchase Request, you are taken to the Shipping & Billing step.
- Click Select shipping address and Select billing address to open the address picker.
- Choose the correct delivery and invoicing addresses for this request, then click Confirm for each.
Once both are selected, the Next button becomes active.
Review the Approval Flow and Raise PR
The final step shows the auto-derived Approval Flow. Each row corresponds to an approval stage defined by your organisation's workflow.
- Select an approver for each stage using the dropdown.
- Once all approvers are assigned, click Raise PR to submit.
Purchase Request Submitted
You will see the Purchase Request Submitted! confirmation screen listing the approval chain.
- The approvers will receive email notifications.
- Your PR is now pending review.
- You can track its status from the Purchase Requests list.
Create for a Known Supplier
Raise a direct-sourcing purchase request when you already know which supplier you want to use. The request goes through your organisation’s approval workflow before a Purchase Order is issued.
Create via Punchout
How to create a Purchase Request by shopping from the Eezee Punchout catalog, for organisations with the Eezee integration enabled.