Do your employees need to purchase goods or services? Our Purchase Request Form Template makes it easy for you to automate the process.
What Is a Purchase Request Form?
A purchase request form lets employees ask for permission to purchase something for business use. Its primary purpose is to streamline the process so that employees know they’ll be reimbursed.
Our purchase request form template includes a section for the requestor to describe the items and provide an estimated cost. The cost is automatically calculated using the Total field.
We’ve added fields for an account code. It’s easy to adapt the options in this field to suit your business. You can also remove the field in a click if you don’t need to record this information.
By default, the purchase order request will generate an email notification that’s sent to the site owner. You can change this so that the email is sent to your accounts team if you’d prefer that. And because WPForms Pro stores entries in WordPress, you could choose to disable the emails and simply deal with the requests right in your WordPress dashboard.
The beauty of our templates is that they’re fully customizable and can be quickly updated to fit your business needs. Consider adding product codes, quantity, and unit price fields. You could also add a section for the requestor to suggest a vendor and add their details.
