Procurement - Create Requisitions with Catalog Items


Summary:

Your ordering process may be different depending on if your organization has enabled Integrated Shopping Experience (ISE). Learn more about ISE here. 

How to create requisitions that have catalog items from Marketplace in Basware Procurement:

Instructions WITH Integrated Shopping Experience:

  1. Click Shop > Marketplace.
  2. Search for items to purchase and click Add to add the desired items to your shopping basket.
    • You can find and add catalog items, free-text forms, and items from external webshops into the same basket. 
    • Items with a green checkmark next to them are preferred by your procurement team. 
    • If you only have one item to order, click Express to shorten the checkout process.
  3. When you have added all items that you want to the shopping basket, click the basket icon .

  4. Click Checkout. 

  5. On the Summary page, fill in the mandatory data (purpose, desired delivery date, delivery address. approver, goods receivers).
    • Tip: If you need to edit or remove items from the requisition, click the back icon to go back to your basket.
  6. Click Get approval.  

The purchase requisition is sent to the selected approvers.

Instructions WITHOUT Integrated Shopping Experience:

  1. Click Shop > Marketplace.
  2. Search for items to purchase and add the desired items to your shopping basket.
    • Items with a green checkmark next to them are preferred by your procurement team. 
    • If you only have one item to order, click Express to shorten the checkout process.
  3. When you have added all items that you want to the shopping basket, click the basket icon .

  4. Click Checkout.
    The shopping basket contents will be added to your requisition.

  5. When you have reviewed that the items are correct and you are ready to complete the requisition, click Get approval.
    • TIPS:
      • To edit Marketplace items, click Edit and you will be redirected to Marketplace to continue.
      • To remove all Marketplace items at the same time, click Remove next to the Marketplace section.
      • To remove all the items in your requisition, click  (More actions) > Clear requisition
  6. In the dialog, that opens, fill in the mandatory data (approver, purpose, desired delivery date, delivery address).
  7. Click Get approval.

The purchase requisition is sent to the selected approvers.