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Creating a new basket

You can create as many baskets as you wish and add products to these baskets. However, only one basket can be active (see Activating and deactivating baskets). Products that you select in the catalog are always added to the active basket.

Tip: You can also create a basket using a template. See Creating a new basket using a template for more information.

1. Select the menu item Basket.
2. Select the menu item Baskets.

   The basket list is displayed.

3. Click the button New basket or New requisition.

   The Positions tab is displayed.

4. In the field Name enter a name for the basket.

   Note: ^Date ^Time are placeholders that are filled with the current values when you submit the basket, provided that you do not overwrite these.

5. Select the menu item Search and click the Products tab to search for products.

   The product list is displayed.

6. If necessary, select a catalog from the catalog field and click the Display results button. You can also search for specific products. See Searching for information in the user guide General information for all users for more information.
7. Click the icon to add a product to the basket.
   • If you are a normal user, the basket will be displayed. Repeat steps 5 to 7 to add further products to the basket.
   • If you are a power user the product list is still displayed and you can add further items to your basket. Click the icon or enter the desired quantity and click the icon to enter the quantity in the basket. Click the icon to display the basket.

     Note: Clicking the icon adds the quantity that is predefined for this product in the catalog to the basket. To change this quantity, enter the desired quantity in the Amount field and click the icon. The quantity is updated.

8. Click the Addresses tab and select the delivery, invoice and contact addresses for the basket and any mandatory accounting information. Alternatively, see Selecting basket addresses and Selecting basket accounting information for more details. You can also enter a desired delivery date.
9. Click the button :
   • Order (for purchase requests) or Send (for requisition notes) to order the products in the basket immediately
   • Save, to save the basket without ordering the products
   • Save as template to save the basket as a template. See Using templates for more information on templates.

When you submit the basket, you must select the approval procedure (see Selecting the approval procedure).

See also General information on baskets Basket types Icons displayed in baskets Activating and deactivating baskets Editing baskets Editing basket items Filling baskets Sorting baskets Selecting basket addresses Selecting basket accounting information Deleting baskets