Requisition Form Template: What It Is and How to Create It

Every business, regardless of size or industry, needs a structured method to manage internal and external requests efficiently. Requisition forms play a crucial role in facilitating these requests, ensuring streamlined communication and record-keeping within the company. From ordering supplies to hiring new employees, a well-designed requisition form template is essential for smooth operations.

In this guide, we’ll cover everything you need to know about requisition forms, their types, and how to create the perfect template for your business needs.

 

What Is a Requisition Form?

A requisition form is a formal document used by companies to request goods, services, or personnel. It serves as an internal communication tool that captures key details about the request, helping to manage resources efficiently and ensuring accountability. Requisition forms also act as a record for future reference and auditing purposes.

Depending on your company’s needs, requisition forms can vary widely in their purpose and design. Understanding the different types will help you select or create the most suitable template for your organization.

 

Types of Requisition Forms

Different types of requisition forms are used for specific purposes, each requiring unique details to fulfill requests accurately. Let’s explore the main types:

1. Purchase Requisition Form

A purchase requisition form is used to request the procurement of supplies or equipment. Employees from any department can submit these forms to the purchasing team, which then processes the order. Smaller businesses may not have a dedicated purchasing department, in which case the request might go to a manager or finance team.

2. Personnel Requisition Form

This form is used to request the hiring of new staff. It’s essential for when a new position needs to be filled or when a team requires additional support. The personnel requisition form typically includes details like job title, department, required qualifications, and budget allocation.

3. Lab Requisition Form

Lab requisition forms are commonly used in medical and research settings. These forms are often filled out by external parties, such as patients or researchers, requesting the use of lab resources. Information like the patient’s details, test types, and medical history may be required.

 

How to Create a Requisition Form Template

Creating a requisition form template involves several key components to ensure it meets your company’s requirements. Here’s a step-by-step guide:

1. Requestor’s Name

Start your requisition form with a field for the requestor’s name. This information is essential for identifying who is making the request. It ensures that the responsible parties can easily follow up with the right person for any clarifications.

2. Requestor’s Information and Company Address

Include fields for the requestor’s contact details and the company’s address. This information is critical for efficient communication and ensures that any follow-ups or additional correspondence are handled smoothly.

3. Items or Services Requested

This is the core of your requisition form. Include a section to specify the items or services being requested. Provide ample space for detailed descriptions, quantities, and any other relevant information. Accurate details help the responsible department understand and process the request efficiently.

4. Date of Delivery

Include a field for the expected delivery date. The urgency of the request should be clearly stated, but it should also be reasonable and realistic. If the deadline seems unmanageable, communication between departments can help negotiate a feasible timeframe.

5. Delivery Place

Specify the location where the requested items or services should be delivered. Clear instructions reduce the risk of confusion and ensure timely delivery. This section should be as specific as possible, including room numbers or floor levels if necessary.

6. Signature

Finally, include space for the signatures of both the requestor and the person approving the request. This step adds a layer of accountability and confirms that the request has been reviewed and authorized.

 

Tools to Create Requisition Forms

When it comes to creating requisition forms, there are several tools you can use. Specialized software exists, but a more practical and cost-effective option for most businesses is Microsoft Word. With Word, you can create a fully customizable and professional template without needing expensive or complex software.

Why Use Microsoft Word?

Microsoft Word offers a wide range of features, including templates, tables, and formatting tools, that make it easy to design effective requisition forms. It’s also widely accessible, meaning your entire team can easily use and share the form.

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Ready-to-Use Requisition Form Templates

If you prefer not to start from scratch, here are some downloadable templates to get you started:

1. Simple Purchase Requisition Form

A straightforward template ideal for general business needs, with editable fields for item descriptions, quantities, and approval signatures.

2. Internal Purchase Requisition Form

Designed for material requisitions, this template includes fields for item specifications, cost estimates, and department details.

3. Medical Requisition Form

Perfect for healthcare institutions, this template is structured to capture essential patient and test information.

4. Guided Requisition Form Template

This pre-filled template comes with instructions for completing each field, making it easy for new employees to use.

 

Conclusion on Requisition Forms

Requisition forms are essential for maintaining order and efficiency in any business. Whether you need to purchase supplies, hire new staff, or reserve lab equipment, using the right form can streamline your workflow and improve communication.

Microsoft Word is a great tool for creating and customizing requisition forms, offering flexibility and ease of use. Start building your templates today and ensure your business operations run smoothly and efficiently.

 

Source: What Is a Requisition Form Template and How to Make One

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