How to create a Purchase Order from the Shopping Items List

The Shopping Items is a predefined list of items for user to search and quickly build a shopping cart of items they would like to order. After building the shopping cart, it this then converted to a purchase request and can be sent for approval.

Pre-requisite - user must be granted permission to the following options:
1. Employee creating purchase request from shopping cart - grant "Shopping List" permission
2. Employee creating purchase request and has the responsible of maintaining the list of Shopping Items - grant "Shopping List Maintenance"



How to Use:
  1. Verify the user account has permission to 
  2. Select Shopping Items from the PO/Invoice Ribbon Menu
  3. Use the grid's filter row to find items by description, item number or vendor
  4. Enter the desired quantity and click the + button to add the item to your shopping cart
  5. Verify the Workflow and set the Distribution to N/A if not applicable
  6. Finally, click Create button to produce the PO to review and submit for approval



How to Maintain the list of available Items:
  1. Select Shopping List Maintenance from the PO/Invoice>Other Options Ribbon Menu
  2. Use the + button to add new items or x button to delete and item selected in the grid
  3. Follow notes in the screen shot to add the new item

(Alternatively, if you have a large list of items to add, you can use the import from CSV icon to generate an import template and later import the data.)





Creation date: 1/27/2020 1:55 PM      Updated: 11/29/2022 2:45 PM
Files   
DataImage13.png
202.5 KB
DataImage22.png
72.8 KB
DataImage25.png
8.4 KB
DataImage26.png
361.4 KB
DataImage83.png
2.5 KB
image002.png
74.2 KB