Requisitions

Welcome

In this module, you will learn how to effectively create, manage, and process requisition requests in Configured Commerce.

After completing this module, you should be able to:

• Identify the roles needed to set up requisitions
• Enable requisitions on your website
• Describe the requisitions process on the website

Why use Requisitions?

Requisitions allow specific users to request items, then send those items to an aggregated line item list to be approved by a designated approver. These items can be consolidated into one or more orders, and may qualify for quantity break pricing.

How do I benefit from Requisitions?

Learn more about how these features benefit different roles, both inside and outside your organization.

• Customer Service: If your customers require a requisition workflow, you can make that service available to them on your website without making it complicated for your team to maintain the requisition process. Configured Commerce allows you to assign roles and approvers in the Admin Console, ensuring that your website users experience a streamlined and personalized checkout process.
• Researcher/Buyer:  Many manufacturing and distribution companies have some kind of requisition process in place. Configured Commerce makes it easy to build in the rules and requirements so your requisition process happens smoothly on your site, without having to fill out paper forms and track down individuals to manually sign off and submit your requisition.

Manage Requisitions

Read the article below to learn how to manage Requisitions functionality in Configured Commerce.

Storefront view

Check out this walkthrough to learn how requisition works on your website.

Try it

It’s time to play in the Configured Commerce sandbox!

The following practice exercises take place in the Knowledge & Learning training site. Before jumping in, please log in to the Training site using the following credentials:

• Username: TrainingUser
• Password: Opticon1!#

After logging in, do the following:

1. Enable Requisitions from the Admin Console settings
2. Assign requisitioner role to the user TrainingUser
3. Login to the storefront https://kandl.insitesofttraining.com/
4. Add products to the cart and submit requisition from the checkout page
5. Go back to the Admin Console, remove Requisitioner role from the user TrainingUser and assign Administrator or Buyer 3 role
6. Go to the storefront again and approve the requisition from My Account>Requisitions

Wrap up

Congratulations! You have completed the Requisitions module. You should now be able to:

• Identify the roles needed to set up requisitions
• Enable requisitions on your website
• Describe the requisitions process on the website

Learn more

While we covered a lot, there's always more to learn about requisitions and how to work with them!

Check out the below list for an up-to-date collection of helpful guides and technical documentation.