Learn how to create a Requisition using the 'Advanced Shopping' mode.
What is the difference between Basic & Advanced Shopping?
Basic Shopping: Provides a familiar online shopping experience with a Shopping Cart you can view before checking out.
Advanced Shopping: Provides a powerful way to view and compare prices from your Suppliers, for every product in one page. It is suited for experienced users of PurchasePlus and most helpful when creating a Requisition using a Buy List.
How to use Advanced Shopping?
When shopping any Requisition type, you can opt to use Advanced Shopping to order products from your Suppliers.
1. Create a new Requisition.
Visit the articles below to learn more about creating a Requisition:
- Create a Requisition from a Buy List.
- Create a Requisition from All Suppliers.
- Create a Requisition from a Single Supplier.
View Products & Quotes
1. Click [Product Description] or [Product Image] to view:
a. [Product Details].
b. [Supplier Details].
c. [Delivery Fees].
d. [Barcodes].
2. Click [Manage Product] to access General Details and Barcode Settings of the Product.
We're working hard to gather all of our Supplier's product images and keep them updated. Contact our friendly customer support team if you find Supplier products that don't have images.
3. With Advanced Shopping, the lowest priced quote for a Product will be automatically displayed. Click the Quote button in the 'Quotes' column to view all the quotes available from your Suppliers for a particular Product.
If multiple Suppliers offer the same quote for a Product, PurchasePlus will select the best quote at random.
To view these alternate Supplier Quotes, either click [Supplier Name] in Supplier column or click [Quote Number] in Quote column.
4. Within the Supplier Quotes window, you can complete the following:
- Select a different Supplier Quote.
- View Disabled Quotes.
- Create a Temporary Quote. A temporary quote allows you to add a Supplier, a Price and a Tax Percentage to any Product as a way of ordering the product from the chosen Supplier.
We're working hard to gather all of our Supplier's product images and keep them updated. Contact our friendly customer support team if you find Supplier products that don't have images.
Add Products to Requisition
1. Enter the [Quantity] of the Product you would like to order by clicking into the Quantity field and entering the required quantity.
2. Add Order Instructions for particular Product, if required.
3. Add Department and Account Code for particular Product, if required.
4. Remove Product from Requisition by setting the Quantity to zero.
5. Click [More Options] for a particular Product, then click [Add to Buy List], if required.
Search Products in Advanced Shopping
1. The following Search options are available:
a. Search by Product Name or Brand, using the Search Bar.
b. Filter By Suppliers: Find and add or remove Suppliers to your filter.
c. Filter By Category: Find and add or remove categories and sub-categories to your filter.
d. Search By P+ Product Code.
e. Search By Supplier Product Code.
f. Search By Purchaser Product Code.
See our Advanced Product Search article to learn more about searching.
More Options
1. Click the [More Menu] in the top right of your screen, to complete any of the following tasks:
a. [Open the Requisition in Legacy PurchasePlus].
b. [Switch to Basic Shopping].
c. [Cancel the Requisition].
d. [Get Help] visit the Help Center.
Show or Hide Details
1. Click [Show or Hide Details] to view detailed information about the Requisition, shown on screenshot below.
Other Features
1. Click [Hide Zero Quantity Items] if you would like to view only items that you have added Quantities to. This is a quick way of checking what Products you have included in your Requisition.
2. If you need to, you can add a new Product to the Requisition that is not already found in the Product list. Click [Add a Product]. Here, you will be able to browse existing Products in the PurchasePlus database, or add an entirely new Product. Once a Product has been chosen or created, you will need to select a Supplier, enter Quantity, Unit Price & Tax Percentage for the Product, and it will be added to your Requisition. See our Create a New Product article to learn more about creating New Products in PurchasePlus.
3. Click [Manage Columns] to set sorting preferences and decide which columns you wish to show or hide. These preferences will be saved onto your account, and they will be applied to this view each time you visit it. See our Manage Table Columns article to learn more about Table Column and Sorting Preferences.
Access Settings Tab
1. Click [Settings] to review or make changes to:
a. Requisition Reference.
b. Decide if you would like to send Purchase Orders to Suppliers.
c. Delivery Address.
d. Delivery Date.
e. Department and Account Code.
f. If applicable, select a Currency that the prices in the Requisition are denominated in.
Access Comments Tab
1. Click on [Comments] to:
a. Add an internal comment.
b. Tick [External Comment] to add an external comment.
Access Attachment Tab
1. Click [Attachment] to attach files related to this Requisition.
Submit Requisition for Approval
1. Click [Submit Requisition] from the top right, to submit the Requisition for approval.
2. Confirm your submission by reviewing the Requisition details and clicking [Submit for Approval] at the bottom of the page.
3. The Requisition will be submitted for Approval and will be progressed to the 'AWAITING APPROVAL' state. The Requisition will be placed into the Approval Workflow that applies to the Requisition, and the approving users in the first rank of the workflow will receive an email notification, informing them that the Requisition can be approved or declined.