Requisitions
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      Create a Requisition from a Buy List

      Learn how to create a Requisition from a Buy List.

      A Buy List is a pre-defined list of Products. Buy Lists are a great way to specify the products you would like users at your Organization to purchase when creating a Requisition.

      Quotes from each of your Suppliers will appear on each item in the Buy List, able to be selected by the user when adding the product(s) to the Requisition.

      Create a Requisition from a Buy List 

      1. You can create a Requisition from multiple locations in PurchasePlus.

      a. Click [Requisitions] → [New Requisition] from the side navigation bar.

      b. Click [Start Shopping] from the Home Dashboard.

      c. Click [Purchase Orders] → [New Purchase Order] from the side navigation bar. This will redirect you to a new Requisition.

      Create a Requisition from multiple locations in PurchasePlus

       2. You will arrive at the 'Create New Purchase Requisition' form.

      a. Enter a [Reference] to briefly describe the Requisition.

      b. Select [Buy List] in the Requisition Type section, this will cause more options to appear.

      Select [Buy List] in the Requisition Type section

      c. Select your desired 'Buy List' from the dropdown menu.

      Select your desired 'Buy List' from the dropdown menu

      d. Complete all other fields in the Requisition form as required.

      e. Click [Create Requisition].

      Complete all other fields in the Requisition form as required and click [Create Requisition]

      3. Complete your Requisition in 'Basic Shopping' mode or 'Advanced Shopping' mode. 

      Complete your Requisition in Basic Shopping mode or Advanced Shopping mode

      • Basic Shopping provides a familiar online shopping experience for users. You can view and select products in your Buy List from a Tile or List View, with each Supplier quote appearing as a separate item. Review your selected products in the Shopping Cart before submitting the Requisition. See our Basic Shopping article to learn more.
      • Advanced Shopping provides a powerful way to view and compare prices from your Suppliers, for each product in the Buy List. It is suited to experienced users of PurchasePlus and well suited to creating a Requisition using a Buy List. See our Advanced Shopping article to learn more.

      4. If you created the Requisition in Basic Shopping mode, click [View Cart] when you have completed your Requisition. You will be able to view and edit all the Products and quantities in the Requisition, and you will be able to see if you have added a product from a Supplier that is not the lowest quote from one of your Suppliers.
      Display premiums being paid in a RequisitionOnce you are happy with the Requisition, click [Submit Requisition] located at the top-right hand side of the page.
      If you created the Requisition in Advanced Shopping mode, the [View Cart] button is replaced by a [Submit Requisition] button, and you will skip this step.

      5. You will be taken to a confirmation page, where you have the opportunity to review the Requisition Settings and make changes if required, before clicking [Submit for Approval] at the bottom of the page.

      Submit a PR for approval in PurchasePlus.This will place the Requisition Approval Workflow that has been configured for your Department. The Requisition will remain in an 'Awaiting Approval' stage until an Approver logs in and Approves the Requisition.