Managing Requisition Lists

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The primary reason to maintain a requisition list is to make it easy to reorder products. Items from a requisition list can be easily added to the shopping cart, moved, or copied from one list to another.

My Requisition Lists

View a requisition list

  1. From your account dashboard, choose My Requisition Lists.

  2. Find the requisition list that you want to open, and click View and do any of the following:

Add products to cart

  1. Do one of the following to select the products to be added.

    • Select the checkbox of each item
    • Click Select All.
  2. Enter the Qty to be added to the cart.

  3. To change any product options, do the following:

    • In the line item, click Edit ().
    • Change any options that are necessary.
    • Click Update Requisition List.
  4. Click Add to Cart.

    Requisition List Detail

Copy items to a different list

  1. Select the checkbox of each item to be moved.

  2. Click Copy Selected and do one of the following:

    • Choose an existing requisition list.
    • Click Create New Requisition List.

Export list

  1. Open the requisition list to be exported.

  2. Click the Export link.

Magento will generate and download a CSV list with sku and qty values.

Move items to a different list

  1. Select the checkbox of each item to be moved.

  2. Click Move Selected and do one of the following:

    • Choose an existing requisition list.
    • Click Create New Requisition List.
  1. In the upper-right corner of the list, click Print.

  2. Verify the output device, and click Print.

    Print Requisition List

Remove items

  1. Select the checkbox of each item to be removed.

  2. Click Remove Selected.

  3. When prompted to confirm, click Delete.

Rename the List

  1. After the list title, click Rename.

  2. Enter a different Requisition List Name.

  3. Click Save.

    Rename Requisition List

Actions

Action Description
Rename Gives you the ability to rename the requisition list, and update the description.
Export Exports the requisition list into a CSV file.
Print Prints the current requisition list.
Select Manages the item selections that are to be the subject of an action.
Select All - Selects all items in the requisition list.
Remove Selected - Removes all selected items from the requisition list.
Copy Selected - Copies all selected items to another requisition list.
Add to Cart Adds selected items to the shopping cart.
Update List Recalculates the subtotal to reflect a change in quantity.
Delete Requisition List Deletes the requisition list from the company user’s account.