How to Convert a Purchase Request to a Purchase Order in Catalystk
Once a purchase request is approved, there's no need to retype it. Catalystk lets you convert a purchase requisition to a purchase order in one click, or create a purchase order from the purchase request number in a new PO – the items, quantities, prices, GST and HSN are copied automatically; just choose the supplier. Then print the purchase order as PDF and send it, free. Fast PR to PO conversion, a clear purchase approval workflow and quick purchase order creation in Catalystk's free procurement software.
- One click
- Items copied
- Choose supplier
- Free
Before you start: create the purchase request, and get it approved if your company uses purchase approval.
Open the approved purchase request
Approved requests show the Approved status and the Purchase Order button.
- 1
Open the request
Go to Purchase → Purchase Requisition and open the request – it shows Approved.
- 2
Click Purchase Order
In the Generate row, click Purchase Order.
Choose the supplier and create the purchase order
One box, one click.
- 3
Pick the supplier
In the Create Purchase Order box, search the supplier in Company Name. A new supplier can be added with Quick Add.
- 4
Click Create Purchase Order
Click Create Purchase Order. The PO is saved straight away with the items, quantities, prices, GST, HSN and terms – linked back to the request.
Or search the Purchase Requisition No. in a new PO
Already in Purchase Orders? Pull the request in by its number.
- 5
Click New Purchase Order
Go to Purchase → Purchase Orders and click New Purchase Order.
- 6
Search the request
Type the number in Purchase Requisition No. and select it. The items, taxes, payment terms and charges fill in. Choose the supplier.
Check the items and save
Make any last changes before the PO goes to the supplier.
- 7
Check items and prices
Check each item's quantity, price and GST, then click Save.
- 8
Print or send
Use Preview or Print for the purchase order PDF, or Mail to send it to the supplier.
Which way to convert a purchase request?
Both create the same purchase order.
| Way 1 – Generate → Purchase Order | Way 2 – Purchase Requisition No. search | |
|---|---|---|
| Start from | The approved request | A new purchase order |
| Saved | Straight away | When you click Save |
| Best when | You are looking at the request | You are already in Purchase Orders |
Tips for PR to PO
- Approve first, then convert – the approved status shows who signed off the purchase.
- Add new suppliers with Quick Add right inside the Create Purchase Order box.
- Check prices before sending – supplier rates may differ from the request.
- The PO stays linked to the request, so you can trace every purchase back.
Frequently asked questions
Can I convert a purchase request to a purchase order in one click?
Yes. Open the request, click Generate → Purchase Order, choose the supplier and click Create Purchase Order.
What is copied to the purchase order?
The items, quantities, prices, discounts, GST, HSN, payment term and terms & conditions, with a link back to the request.
Do I have to choose a supplier?
Yes. The Create Purchase Order box asks for the supplier's company name – you can add a new one with Quick Add.
Can I find a purchase request by its number?
Yes. In a new purchase order, type it in Purchase Requisition No. under Search Options.
Can I download the purchase order created from a request?
Yes. Use Print on the purchase order to get a PDF, or Mail to send it.
Is it free?
Yes. Purchase requests and purchase orders are part of Catalystk's free plan.
What's next: receive the goods – create a GRN from the purchase order.
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