Requisition lists
Using a requisition list saves time when purchasing frequently ordered products because items are added to the shopping cart directly from the list. Buyers can maintain multiple lists that focus on products from different vendors, buyers, teams, campaigns, or anything else that streamlines their workflow. It is available for both logged-in users and guests.
Requisition list functionality is similar to wish lists, with the following differences:
- A requisition list is not cleared after sending items to the shopping cart. It can be used multiple times.
- The user interface for requisition lists uses a compact view to display many items.
Create a requisition list from the account dashboard
A logged in buyer that is associated with a company account can create a requisition list from their account dashboard.
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In the sidebar of their account, chooses My Requisition Lists.
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On the Requisition Lists page, clicks Create New Requisition List.
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Enters the Requisition List Name and Description.
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When complete, clicks Save.
Create a requisition list from a product page
A logged in buyer that is associated with a company account can create a requisition list from a product page. This method provides an easy shortcut to create the list and add the product.
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From the product detail page, the buyer clicks Add to Requisition List.
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Clicks Create New Requisition List.
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Enters the Requisition List Name and Description.
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When complete, clicks Save.
Add products to a requisition list
Buyers can add products to a requisition list from:
- Product pages
- A catalog page
- The shopping cart
- Existing orders
- Existing quotes
From a product detail page
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From the storefront, the buyer goes to the detail page of the product that is to be added to the requisition list.
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Clicks Add to Requisition List and does one of the following:
- Chooses an existing requisition list.
- Creates a requisition list.
From a catalog page
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From the storefront, the buyer goes to the catalog page that contains the product that is to be added to the requisition list.
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Hovers over the product.
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Clicks Add to Requisition List and does one of the following:
- Chooses an existing requisition list.
- Creates a requisition list.
From an existing order
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In the sidebar of their account dashboard, the buyer chooses My Orders.
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At the top of the order, clicks Add to Requisition List and does one of the following:
- Chooses an existing requisition list.
- Creates a requisition list.
From an existing quote
From a negotiable quote, buyers can use the Move to Requisition List option to move products from the quote to an existing requisition list. If there are no requisition lists, the Move to Requisition List option is not available.
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In the sidebar of their account dashboard, the buyer selects My Quotes.
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Find and access the desired quote in the list.
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In the Items Quoted tab, select the product to move.
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Using the Select dropdown in the Actions column for the product line item, choose Move to Requisition list.
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Select the requisition list for the selected items.
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Click Move item to Requisition List.
See the My quotes topic for more information about B2B Quotes.
From the cart
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Under the item, the buyer clicks the Add to Requisition List menu and does one of the following:
- Chooses an existing requisition list.
- Creates a requisition list.
View the updated requisition list
When logged into their account, a buyer can use either of the following methods to view any of their requisition lists.
From the account dashboard
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In the sidebar of their account dashboard, chooses My Requisition Lists.
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In the list of requisition lists, clicks View in the Actions column.
From any storefront page
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In the quick links bar at the top of the page, clicks their user name.
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On the menu, chooses My Requisition Lists.