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How to create an Order from an Internal Catalog?

Updated over 10 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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