Learn how to create a new Buy List.
Buy Lists are a powerful way to standardise and automate procurement decisions across an Organization - ensuring that Purchasers can buy the Right Products from the Right Suppliers at the Right Price.
A Buy List combines a predefined ‘shopping list’ of Products that the Purchaser is interested in. A Buy List displays all of the available Quotes for those Products, from all of their Suppliers' Catalogs.
How to Create a New Buy List
1. Select [Buy Lists] → [New Buy List] from the side navigation bar.
2. Enter a [Buy List Name]. We recommend being consistent with the naming of your Buy Lists, to ensure quick identification of the correct Buy List when raising a Requisition from a Buy List. Examples of Buy List names:
- "Beverage - Bar"
- "Kitchen - Fruit & Vegetables"
- "Housekeeping - Supplies".
3. Click [Requisition Buy List] as the Buy List Type.
4. If applicable, select a [Department] and [Account Code] for the Buy List. When a Requisition is created from this Buy List, the Department and Account Code selected here will be assigned to the Requisition.
5. Click [Create Buy List].
See our Add Products to a Buy List article to learn about adding products to your Buy List. If you need to create an entirely new product to add to a Buy List, see our Create a New Product article.