Requisitions

Requisitions allow specific users to request items, then send those items to an aggregated line item list to be approved by a designated approver. These items can be consolidated into one or more orders and may qualify for quantity break pricing.

To use the Requisition functionality on your Optimizely Configured Commerce website, the following conditions must be true:

• The Allow Requisitions Setting must be set to YES.
• The Requisition Approver must be assigned the role of Administrator or Buyer3.
• The Requisitioner must be assigned the role of Requisitioner.
• The Requisitioner must have an assigned Approver who is either an Administrator or Buyer3.

For more information on User Roles and how to assign them to Users, see the section on User Roles.

Requisition an item

Users assigned the Requisitioner role cannot "check out" and can only submit a requisition. Therefore, after adding items to their cart, they are given the option to click the Submit Requisition button rather than the Checkout button.

Requisition editing and approval

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Note

Requisition approvers do not receive a notification on the website nor an email when a requisition is submitted, so they must view their requisitions via the My Account menu. If Requisitions are enabled on a website, it is important that approvers know to monitor their requisitions.

The Requisitions screen displays all requisitions submitted by Requisitioner users for the currently selected Ship To.

To edit a requisition, the Requisition Approver can click View Requisition. This displays the requisition details and the ability to edit the quantity or remove the requisition. The Approver needs to click the Approve checkbox for each requisition, then click one of the two Add to Cart buttons, found above or below the list, to add the requisition to their cart.

After clicking Add to Cart, the order line notes are updated with the name of each Requisitioner and their respective quantities ordered.