Grab & Go on the creation and use of Lists.
Shopping Lists are an optional function in Vroozi Purchase that help make it fast and easy to add frequently ordered Internal Catalog items to a requisition.
CREATE A SHOPPING LIST
List to Requisition in 3 clicks
Catalog Lists are an optional function in Vroozi Purchase that helps make it fast and easy to add frequently ordered Internal Catalog items to a request.
CREATE A LIST
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- From the Homepage, click ‘Lists’ to reveal a drop down.
- Select the default ‘Favorites’ list. This list will initially be empty. Proceed to step 3 to begin adding items to this list.
- Select ‘new list’ to create and name a new list.
- Name your ‘new list’ by clicking into the ‘My List’ field.
- Example: Office Supplies, Weekly Snack Order, Phone Accessories)
- Example: Office Supplies, Weekly Snack Order, Phone Accessories)
- To begin adding items to your list by clicking the blue ‘Get started here!’ link.
- Once an item has been identified, update the quantity of the item.
- Click on the yellow star icon next to the item description to reveal a drop-down menu of your lists. Select the name of the List you would like to add the item or service to.
- Once the item is added to a List the start icon will change to a checklist. 6. Repeat steps 3-5 to add more items to the List.
- From the Homepage, click ‘Lists’ to reveal a drop down.
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CONVERT A LIST TO A REQUEST
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- Click on the list icon and select your List.
- Select which items from the list you would like to convert to your requisition.
- ‘Select All’ or click individual boxes next to each item.
- Update the quantity. (if needed)
- At the bottom of your list select ‘Move to Request’.
- Complete your requisition and submit.
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