# Create for Sourcing

Use this guide when you need goods or services and want the procurement team to source competitive quotes from multiple suppliers.

URL: https://www.procureflow.ai/docs/purchase-request/create-pr-sourcing



<Callout type="info" title="Who can use this?">
  Available to all authenticated users with a valid session. Any user in the organisation can create a Purchase Request.
</Callout>

<Steps>
  <Step>
    Open Purchase Requests [#open-purchase-requests]

    1. From the left navigation bar, click **Orders & Invoices**.
    2. Select **Purchase Requests** to open the list view.
    3. Click the **+ Create Purchase Request** button to start a new request.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/01.png" alt="Step 1 – Purchase Requests list page" caption="Step 1 – Purchase Requests list page" />
  </Step>

  <Step>
    Create Purchase Request form [#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.

    <GuideNote>
      **Note:**

       The Source of supply cards and Line Items table are disabled until a cost center is chosen.
    </GuideNote>

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/02.png" alt="Step 2 – Create Purchase Request form" caption="Step 2 – Create Purchase Request form" />
  </Step>

  <Step>
    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.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/03.png" alt="Step 3 – Cost center selected, form unlocked" caption="Step 3 – Cost center selected, form unlocked" />
  </Step>

  <Step>
    Choose 'Request for Sourcing' [#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*.

    <GuideTip>
      **Tip:**

       Use this option when you do not have a preferred supplier and want the procurement team to obtain competitive quotes.
    </GuideTip>

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/04.png" alt="Step 4 – Request for Sourcing selected (default)" caption="Step 4 – Request for Sourcing selected (default)" />
  </Step>

  <Step>
    Add Line Items [#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.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/05.png" alt="Step 5 – Line items filled in" caption="Step 5 – Line items filled in" />
  </Step>

  <Step>
    Set Shipping & Billing Addresses [#set-shipping--billing-addresses]

    After clicking **Create Purchase Request**, you are taken to the **Shipping & Billing** step.

    1. Click **Select shipping address** and **Select billing address** to open the address picker.
    2. Choose the correct delivery and invoicing addresses for this request, then click **Confirm** for each.

    Once both are selected, the **Next** button becomes active.

    <GuideNote>
      **Note:**

       The address picker shows all registered addresses for your organisation. Search by address name or postal code to filter the list.
    </GuideNote>

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/06.png" alt="Step 6 – Shipping and billing addresses selected" caption="Step 6 – Shipping and billing addresses selected" />
  </Step>

  <Step>
    Review the Approval Flow and Raise PR [#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.

    1. Select an approver for each stage using the dropdown.
    2. Once all approvers are assigned, click **Raise PR** to submit.

    <GuideWarning>
      **Important:**

       Submitting the PR sends email notifications to all selected approvers. Ensure the correct approvers are chosen before clicking 

      **Raise PR**

      .
    </GuideWarning>

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/07.png" alt="Step 7 – Approvers selected, ready to raise PR" caption="Step 7 – Approvers selected, ready to raise PR" />
  </Step>

  <Step>
    Purchase Request Submitted [#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.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/08.png" alt="Step 8 – Submission confirmation" caption="Step 8 – Submission confirmation" />
  </Step>
</Steps>