# 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>
    Start a Purchase Request [#start-a-purchase-request]

    Click **New Purchase Request** under **Quick Actions** on the Dashboard.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/01.png" alt="Dashboard Quick Actions with New Purchase Request button" caption="Step 1 – Dashboard Quick Actions with New Purchase Request button" />
  </Step>

  <Step>
    Fill In the Form and Select a Cost Center [#fill-in-the-form-and-select-a-cost-center]

    * Choose a **Cost Center** from the dropdown. The rest of the form unlocks.
    * Enter a short title in **Subject** (required).
    * Add optional context for your approver in **Description**.
    * If **Budget Category** is enabled for your organisation, choose how the purchase is funded:

    | Budget Category               | Meaning                                                                                                                                                                    |
    | :---------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Budgeted**                  | Draws from the cost center's allocated budget pool.                                                                                                                        |
    | **Unbudgeted (Pre-Approved)** | Skips the cost center budget check. Counted against the org's unbudgeted spend cap. Requires an approved memo attachment.                                                  |
    | **Unbudgeted**                | Skips the cost center budget check. Counted against the org's unbudgeted spend cap. May route to additional approvers, depending on your organisation's approval workflow. |

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

  <Step>
    Confirm Request for Sourcing is Selected [#confirm-request-for-sourcing-is-selected]

    Click **Request for Sourcing** under **Source of Supply** (selected by default).

    <GuideTip>
      **Tip:**

       Use this option when you don't have a preferred supplier and want competitive quotes. Path: Approved → Sourcing Request → RFQ → Award → PO.
    </GuideTip>

    <GuideNote>
      **Note:**

       Already have a supplier in mind? See 

      [Create for a Known Supplier](https://www.procureflow.ai/docs/purchase-request/create-pr-supplier.md)

      . Buying from pre-approved catalog items? See 

      [Create from a Catalog](https://www.procureflow.ai/docs/purchase-request/create-pr-existing-catalog.md)

      .
    </GuideNote>

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/04.png" alt="Request for Sourcing selected (default)" caption="Step 3 – Request for Sourcing selected (default)" />
  </Step>

  <Step>
    Add a Line Item and Submit [#add-a-line-item-and-submit]

    * Enter **Item Title**, **GL Code** (if required), and **Qty**.
    * Fill in **Est. Unit Price** if known (optional); a buyer will collect quotes.
    * Click **Create Purchase Request** once required fields are filled.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/05.png" alt="Line item filled in, ready to submit" caption="Step 4 – Line item filled in, ready to submit" />
  </Step>

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

    * Select **Ship To** and **Bill To** addresses.
    * Click **Next**.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/06.png" alt="Shipping and billing addresses selected" caption="Step 5 – Shipping and billing addresses selected" />
  </Step>

  <Step>
    Assign Approvers and Raise the PR [#assign-approvers-and-raise-the-pr]

    1. Review the auto-derived **Approval Flow**.
    2. Assign an approver to each stage.
    3. Click **Raise PR** to submit.

    <GuideWarning>
      **Important:**

       Submitting notifies all selected approvers by email. The PR cannot be edited once submitted.
    </GuideWarning>

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/07.png" alt="Approvers assigned, ready to raise PR" caption="Step 6 – Approvers assigned, ready to raise PR" />
  </Step>

  <Step>
    Confirm the Purchase Request Was Submitted [#confirm-the-purchase-request-was-submitted]

    * Confirmation screen shows your PR number and full approval chain.
    * Once approved, items convert into a Sourcing Request, then an RFQ for vendor selection.
    * Track status anytime from the **Purchase Requests** list.

    <GuideScreenshot src="/docs/screenshots/purchase-request/create-pr-sourcing/08.png" alt="Submission confirmation" caption="Step 7 – Submission confirmation" />
  </Step>
</Steps>