DocumentationCommerceB2B for Adobe Commerce

My Requisition Lists

Last update: Wed Jul 19 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

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The primary reason to maintain a requisition list is to make it easy to reorder products. Authorized customers can easily reorder items from a requisition list by adding them to the shopping cart, and move or copy items from one list to another.

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My Requisition Lists

Open a requisition list

  1. From their account dashboard, the customer chooses My Requisition Lists.

  2. Locates the requisition list that they want to open, and clicks View and do any of the following:

Add products to cart

  1. The customer does one of the following to select the products to be added:

    • Selects the checkbox of each item.
    • Clicks Select All.

  2. Enters the Qty to be added to the cart.

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

    • In the line item, clicks the Edit ( Pencil icon ) icon.
    • Changes any options that are necessary.
    • Clicks Update Requisition List.

  4. Clicks Add to Cart.

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    Requisition List Detail

Copy items to a different list

  1. The customer selects the checkbox of each item to be moved.

  2. Clicks Copy Selected and does one of the following:

    • Chooses an existing requisition list.
    • Clicks Create New Requisition List.

Export a list

  1. The customer opens the requisition list to be exported.

  2. Clicks the Export link.

Adobe Commerce generates and downloads a CSV list with sku and qty values.

Move items to a different list

  1. The customer selects the checkbox of each item to be moved.

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

    • Chooses an existing requisition list.
    • Clicks Create New Requisition List.

  1. In the upper-right corner of the list, the customer clicks Print.

  2. Verifies the output device, and clicks Print.

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    Print Requisition List

Edit product options

To edit product options in the list, the customer does the following:

  1. Clicks the Pencil ( Pencil icon ) icon to open the product page.

  2. Changes any options that are necessary.

  3. Clicks Update Requisition List.

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    Update Requisition List

A product in the requisition list can be edited when:

Remove items

  1. The customer selects the checkbox of each item to be removed.

  2. Clicks Remove Selected.

  3. When prompted to confirm, clicks Delete.

Rename a list

  1. After the list title, the customer clicks Rename.

  2. Enters a different Requisition List Name.

  3. Clicks Save.

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    Rename Requisition List

Remove a requisition list

  1. The customer opens the requisition list to be deleted.

  2. Clicks Delete Requisition List.

  3. When prompted to confirm, clicks Delete.

NOTE
This action cannot be undone.

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.
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