Every business needs to make internal and external requests. The type of request may vary depending on your business type and the basic elements you need to keep the company running efficiently.

A requisition form tool is created specifically for any necessary request, whether a purchase order or any other necessity. The main objective of these requisition forms is to complete tasks in the quickest and easiest way possible.

To make this happen, your requisition form must be carefully planned to ensure everything runs smoothly with the requisition process and the relevant information in the document. We will show you how to create the perfect requisition form for your company.

The requisition form is a document companies use to make any formal request, no matter its type or finality. This form is essential to keep a register of important information regarding not only an outside supplier but also the requested item itself.

There are tons of different types of requisition forms, each with its own objective. This article will show you these types and how to create a form for your business.

As previously mentioned, there are different kinds of requisition form templates, from material purchase requisition with cost center number values to simple lab forms. It is essential to know their difference to guarantee that you are using the correct one for your organization.

Doing this will avoid mistakes and problems with your official request and optimize your document. Here are the main types of requisition forms and their differences:

Purchase Requisition Forms

As the name suggests, purchase requisition forms are tools used to order supplies or equipment for a project or simply keep the company running. Every department can use the purchase requisition form, and the requests must be delivered to the purchasing department.

Smaller businesses usually don’t have a specific purchasing department. If this is your case, you must deliver the purchase order form to the department responsible for this kind of operation.

Personnel Requisition Forms

This kind of form template is dedicated to personnel acquisition. It is used when someone is needed to fill a specific position or job title in the company.

You must send this requisition form as soon as a vacant position opens up. This way, the department can indicate new personnel as soon as possible.

Lab Requisition Form

The lab requisition form is usually used by people that don’t work in the organization but need to use that space. It is most commonly used in hospitals, where patients must submit requisitions to use a specific room for a surgery or procedure.

This kind of requisition form typically features specific topics, like the patient's blood type. Due to its nature and usage, it must be carefully created.

Now that you know what requisition forms are and their types, it is time to start creating your own template. Follow each step carefully to guarantee the best results out of your requisition form template.

Requestor’s Name

The first element of your requisition document, whether a purchase requisition form or any other kind, is the name of the requestor. This information must be clear so that whoever receives the requisition will quickly identify the employee or the department making the request.

Once the requisition form is approved, this is the person that the organization will seek to communicate the result. Making this information clear will also save time.

Requestor’s Information and Company Address

In the requisition form, it is essential that whoever creates the template adds fields for addresses and contact information from both parties. The requestor’s information is more important, but the company’s address and email are also vital.

This will help in exchanging information and making contact in case of an emergency. Both parties must provide clear contact information.

Items and Services Requested

The most important item of a requisition form template is, obviously, the service or item requested. This will tell the responsible department what they need to do to fulfill the request and to whom it should be delivered.

In this part of the requisition form it is also crucial to leave a space for description in this part of the requisition form. This way, the requestor can give detailed information when needed.

Date of Delivery

The requisition form, just like other important documents, typically features a space to fill in the due date for the delivery. Depending on the department requesting the item or service, this deadline will be closer or farther from the request date.

It is crucial that whoever is filling out the document chooses a possible time space for the department to fulfill the request. If the deadline sounds unreasonable, use the contact information provided in the document.

Delivery Place

Right below the due date of the request, leave a particular field to fill the place where the requested items and services must be delivered. It will make your request more precise and objective.

Clarifying the delivery place also dismisses the need for further clarification. The more optimized, the faster your request will be processed.

Signature

Lastly, your requisition form template must have dedicated space for signatures from the requestor and whoever approved the request. This is important to have proof that the request has been received and processed.

When it comes to creating requisition forms, there are tons of tools available online. From known programs to specialized software developed just for this task, each one with its characteristics.

Among all the options available, we highly recommend using Microsoft Word. The program allows you to create the perfect requisition form template and provide an enormous set of tools and features.

It is good to remember that Word is an industry standard, dismissing the need for specialized software just to create requisition form templates. If you don’t have a Microsoft Office activation key, you can buy one at RoyalCDKeys for a considerably lower price.

This way, you still have access to all the features and save money that can be used for other tasks. Use MS Word and customize every detail of your requisition form template.

If you don’t want to create a requisition form template from scratch, there is no problem. Here are some requisition form templates that you can download and use:

Template #1

Simple purchase requisition form. It can be used for any kind of business and has editable fields.

Get this template

Template #2

Internal purchase requisition form. Template created for material requisition situations that features spaces for describing the items.

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Template #3

Medical requisition form. It is indicated for medical institutions that need internal requisition forms.

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Template #4

Template explaining how to fill each field. The template is already filled and can be edited. Each field has a description of how to write each document category.

Get this template

The requisition form is not a document used by a specific organization type and can be created for numerous situations. The most important thing is to use a template that truly reflects your needs and expectations.

Knowing the existing types of requisition forms and how to use them is a vital part of the process. Once you know it, you must apply the template in your organization.

For creating better forms, it is highly recommended that you use MS Word for this task. The software has a vast toolset that will allow you to edit even the smallest details.

Now that you know everything you need, it is time to start building your template. Be sure to follow each step carefully, and you will definitely get the best results out of this document.