Inhaltsverzeichnis anzeigen

Using templates

If you often order the same products, you can fill a basket with these products and save the basket as a template. When you want to order the products, you do not have to select them in the catalog again. You simply open the template and add the contents to the active basket with a single mouse click.

Every user can create templates for their own use. Users with the appropriate rights can also create templates and specify who can use them by assigning individual users and companies to the templates.

Templates and quantity requests can be scheduled for use at regular intervals. For example, if you order a product, such as printer paper, once a month, you can create a template for the product and specify a monthly repetition interval for the template. The users assigned to the template receive a message in their lobby at the specified repetition interval to remind them about the template. Users who need the product can then use the template to create and submit a basket. You can also specify a validity period and manually activate quantity requests.

Purchasers can use a special type of template – a quantity request – to establish the immediate need for a product. Quantity requests enable purchasing companies to achieve a higher order quantity for a product and thus benefit from volume discounts. The quantity request is presented to the assigned users and they respond by entering the required amounts in a personal copy of the request and submitting this copy to the purchaser. The purchaser can then consolidate the requests into a purchase order.

In this chapter Template types Creating a new template Creating a quantity request Scheduling templates/quantity requests for use Assigning companies and users to templates Creating a new basket using a template Editing templates Deleting templates

See also Searching Requesting prices from suppliers Creating and filling baskets Submitting orders and checking the status