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How to create an Order from an Internal Catalog?
How to create an Order from an Internal Catalog?
Updated over 4 months ago

If you purchase certain items frequently, you should add them to catalogs. Adding items to the catalog makes the recurring purchase process a breeze.

Prerequisites

Ensure you have the following before you begin:

  • Create and View permissions for the Orders module.

Step-by-Step Instructions

Step 1: Navigate to the "Orders" section and click on "Create Order" > Standard.

Step 2: Click to add a line item and access the catalog under "Internal catalog" to add items.

Step 3: On the catalog page, click on "Add To Cart" to add an item to your cart.

Step 4: The details of the items are added as a line item.

Step 5: Complete the order header and other details, then submit the order for approval.

FAQ

  1. How to create an internal catalog?

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