How to create a Purchase Order from the Shopping Items List

Creation date: 1/27/2020 1:55 PM Updated: 11/29/2022 2:45 PM shopping list

The Shopping Items is a predefined list of items for user to search and quickly build a shopping cart of items they would like to order. After building the shopping cart, it this then converted to a purchase request and can be sent for approval.

Pre-requisite - user must be granted permission to the following options:

1. Employee creating purchase request from shopping cart - grant "Shopping List" permission

2. Employee creating purchase request and has the responsible of maintaining the list of Shopping Items - grant "Shopping List Maintenance"

How to Use:

Verify the user account has permission to
Select Shopping Items from the PO/Invoice Ribbon Menu
Use the grid's filter row to find items by description, item number or vendor
Enter the desired quantity and click the + button to add the item to your shopping cart
Verify the Workflow and set the Distribution to N/A if not applicable
Finally, click Create button to produce the PO to review and submit for approval

How to Maintain the list of available Items:

Select Shopping List Maintenance from the PO/Invoice>Other Options Ribbon Menu
Use the + button to add new items or x button to delete and item selected in the grid
Follow notes in the screen shot to add the new item

(Alternatively, if you have a large list of items to add, you can use the import from CSV icon to generate an import template and later import the data.)

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How to create a Purchase Order from the Shopping Items List

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