Purchase Request Pro

Purchase Request Pro adds a complete procurement request workflow to Dolibarr, designed for teams that need structured approval before committing to a purchase.

Approval Workflow

• Configurable 1 to 5 sequential approval levels

• Per-level approver assignment — individual user or user group

• Deputy delegation support

• Budget threshold auto-escalation per approval level — PRs above a configured amount skip lower levels automatically

• Revision requested status — approver sends PR back for correction, requester fixes and resubmits

Purchase Request Management

• Draft creation with PROV reference — real sequential reference assigned on first submission

• Configurable numbering models: Standard sequential (PR2603-00001) and Custom mask-based

• Inline field editing on all header fields without a separate edit mode

• Clone existing PRs to duplicate structure and line items

• Delete guard preventing sequence gaps — only the latest record can be deleted

Conversion to Procurement Documents

• Convert to Supplier Proposal — multiple times from the same approved PR, selecting a different supplier each time

• Convert to Purchase Order — once per PR

• Supplier selection at conversion time — no supplier locked on the PR itself, enabling competitive quoting

• Full line item transfer including description, quantity, price, tax, discount, and vendor SKU

PDF Generation

• Internal PDF — company header with logo, footer with contact details, full approval chain and audit log

• External PDF (Request for Quotation) — same professional layout without internal approval details, suitable for sending to suppliers

• Status-based watermarks: DRAFT and PENDING APPROVAL

• Auto-generated on record creation — no manual Generate click needed

Status Workflow

• Full lifecycle: Draft, Submitted, Under Review, Approved, Converted to SP, Converted to PO, Closed

• Close and Reopen with admin permission

• Cancel permanently blocked once any procurement document has been created from the PR

• Admin Modify button resets an approved PR to Draft and clears the approval chain for a full re-approval

Setup and Configuration

• Two-tab admin setup page: Approval Chain Setup and Purchase Request Settings

• Document models section — enable/disable Internal and External PDF templates

• Numbering models section — switch between Standard sequential and Custom mask

• Free text PDF footer — configurable legal notice or terms printed at the bottom of every PDF

• Notifications pointer to Dolibarr native notification module

Native Dolibarr Integration

• Extends CommonObject and CommonObjectLine — contacts tab, documents tab, notes tab, and linked objects all work natively

• Uses Dolibarr native template system for line item editing — fully compatible with core upgrades

• Integrates with Dolibarr projects, tags/categories, incoterms, and user groups

• All permissions registered in Dolibarr native rights system

• Home page summary widget showing pending approvals