Requisitions — SanadiqCloud

Product version: 1.0.0+1
Last updated: 2026-08-13
Audience: Tenant Owners, Tenant Employees, Regular Users

A. What are Requisitions?

A Requisition is an inbound replenishment request for a stock pool — typically to bring catalog SKUs into inventory from a supplier. It is not an internal consumption ticket (use Adjustments type issue, or Pick Lists to collect within a pool).

Typical uses:

• Reorder — Bring more of an existing SKU into the pool (including automatic reorder when configured)
• Supplier inbound — Optional supplier on the header
• Expected stock — On approve, quantity_incoming increases; on accept, a receipt posts and incoming is reduced

On-hand changes only at accept — as a receipt (stock in), not an issue.

B. Viewing the Requisition List

Navigate to Inventory > Requisitions. The list shows:

Filter by Inventory or Status to narrow results.

C. Creating a Requisition

1. Click + Create Requisition from the list, or item Operations → Create requisition (pool + item locked; you still set quantity).
2. Fill in the fields:

3. Add line items:

4. Click Save.

The requisition is created in draft status. You can continue editing until you submit it.

D. Editing a Requisition

Draft Requisitions

While in draft status, you can freely edit:

1. Open the requisition detail view.
2. Click Edit.
3. Modify the notes, supplier, or line items (add, remove, or change quantities).
4. Click Save Changes.

Line items are replaced entirely on each edit — provide the complete updated list.

Submitted Requisitions

Once a requisition moves beyond draft, editing is restricted. You can still add notes, but line items and quantities cannot be changed.

E. Requisition Lifecycle

The full lifecycle of a requisition:

Draft → Awaiting Approval → Approved → Processing → Accepted
                                              → Rejected
                                                    → Cancelled (at any point before acceptance)

Step 1: Draft

The initial state after creation. The requisition can be edited freely. No one else can act on it yet.

Step 2: Submit (→ Awaiting Approval)

1. Open the draft requisition.
2. Click Submit.
3. Confirm.

The status changes to awaiting_approval. The requisition is now visible to managers and cannot be edited.

Step 3: Approve

1. Open the requisition.
2. Click Approve.
3. Confirm.

The status changes to approved. The approved_by and approved_at fields are set. Each line’s inventory item incoming quantity increases by the requested qty.

Only users with inventory:requisition:update permission can approve requisitions.

Step 4: Reject

1. Open the requisition.
2. Click Reject.
3. Optionally add a rejection reason.

The status changes to rejected. Stock is not affected.

Step 5: Process (→ Processing)

1. Open the approved requisition.
2. Click Start Processing.
3. Confirm.

The status changes to processing. This indicates that warehouse staff are gathering the requested items.

Step 6: Accept (→ Accepted)

1. Open the processing requisition.
2. Click Accept.
3. Confirm.

On acceptance:

• The status changes to accepted
• The accepted_by and accepted_at fields are set
• On-hand increases — a receipt transaction is written per line (reference_type=requisition)
• Incoming quantity is reduced by the received amount
• The requisition is fulfilled

This is the only point where on-hand changes. Processing itself does not move stock.

Cancelling

Any user with access can cancel a requisition at any point before acceptance:

1. Open the requisition.
2. Click Cancel.
3. Confirm.

The status changes to cancelled. No stock changes occur.

F. Fulfillment Process Walkthrough

Typical end-to-end flow:

1. Staff member creates a requisition in draft.
2. Staff member submits it → awaiting_approval.
3. Manager reviews and approves it → approved.
4. Warehouse staff starts processing inbound receiving → processing.
5. Warehouse staff starts processing then accepts inbound stock → accepted.
6. Receipt transactions are logged; on-hand increases.

Notifications may be sent at each stage depending on your tenant configuration (see Notifications).

G. Requisition vs Transfer

Next: Stock & Inventory — Managing stock groups
See also: Transfers | Suppliers | Stock Items