Adding items from a catalog to your purchase requisition can significantly streamline your purchasing process, especially if you frequently order the same products. By following the steps below, you can quickly add items from a catalog and reduce the time spent on creating purchase requests.
Prerequisites
Ensure you have access to the catalog in the purchasing system.
Confirm that the items you want to add are already listed in the catalog.
Steps to Follow
Start a New Request
Click on New Request in the purchasing system.
Click on Add Line Items.
Select a Catalog
Click on the name of the catalog (e.g., Grainger) to view the items listed.
Add Items to Your Cart
Click on Add to Request for individual items or select multiple items (select the check boxes) to add them at once.
Review and Submit Your Request
The selected items will be added to your request as a line item. Review and submit the purchase requisition.
FAQs
What if the catalog I need isn’t available?
Ensure the catalog has been set up in the system. If not, contact your procurement department or system admin for assistance.
How do I edit the quantity of an item after adding it to the cart?
You can edit the line item by clicking on the line number or the Edit (pen icon) before submitting the requisition.