My Requisition Lists
The primary reason to maintain a requisition list is to make it easy to reorder products. Authorized customers can easily reorder items from a requisition list by adding them to the shopping cart, and move or copy items from one list to another.
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Open a requisition list
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From their account dashboard, the customer chooses My Requisition Lists.
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Locates the requisition list that they want to open, and clicks View and do any of the following:
Add products to cart
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The customer does one of the following to select the products to be added:
- Selects the checkbox of each item.
- Clicks Select All.
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Enters the Qty to be added to the cart.
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To change any product options, does the following:
- In the line item, clicks the Edit ( ) icon.
- Changes any options that are necessary.
- Clicks Update Requisition List.
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Clicks Add to Cart.
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Copy items to a different list
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The customer selects the checkbox of each item to be moved.
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Clicks Copy Selected and does one of the following:
- Chooses an existing requisition list.
- Clicks Create New Requisition List.
Export a list
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The customer opens the requisition list to be exported.
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Clicks the Export link.
ÃÛ¶¹ÊÓƵ Commerce generates and downloads a CSV list with sku
and qty
values.
Move items to a different list
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The customer selects the checkbox of each item to be moved.
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Clicks Move Selected and do one of the following:
- Chooses an existing requisition list.
- Clicks Create New Requisition List.
Print a list
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In the upper-right corner of the list, the customer clicks Print.
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Verifies the output device, and clicks Print.
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Edit product options
To edit product options in the list, the customer does the following:
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Clicks the Pencil ( ) icon to open the product page.
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Changes any options that are necessary.
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Clicks Update Requisition List.
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A product in the requisition list can be edited when:
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The product has all options set (when it is a configured product in the Requisition List).
The product is added to this Requisition List.
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The product is a simple product with options
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Edit is allowed for the product type.
Remove items
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The customer selects the checkbox of each item to be removed.
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Clicks Remove Selected.
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When prompted to confirm, clicks Delete.
Rename a list
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After the list title, the customer clicks Rename.
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Enters a different Requisition List Name.
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Clicks Save.
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Remove a requisition list
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The customer opens the requisition list to be deleted.
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Clicks Delete Requisition List.
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When prompted to confirm, clicks Delete.
Actions
Select All - Selects all items in the requisition list.
Remove Selected - Removes all selected items from the requisition list.
Copy Selected - Copies all selected items to another requisition list.