Some organizations have a semi-centralized purchasing model, whereby a select few users raise the purchase orders on behalf of others. In Unimarket these users would be assigned the Buyer role and users with the Browser role will be able to reassign requisitions to them.
- Browser: This role allows users to search for items, add them to cart and then reassign requisitions to a Buyer as an Incomplete Requisition for final checkout, which will then route for approval. A Browser has the ability to specify what items they want to purchase but they cannot complete the purchase themselves.
- Buyer: This role gives users all the abilities of the Browser, but also the power to complete a requisition to begin the approval process. A Buyer should be a user with knowledge of account information.
Raising an Incomplete Requisition (Browsers)
Browsers can find products and services in catalogs and create non-catalog order items to add to their Cart. Once they have added the required items, Browsers can checkout and reassign the Incomplete Requisition to a Buyer.
The Browser will select Reassign at the bottom of the checkout page. The Pop-up is used to choose the Buyer for the Incomplete Requisition and enter a Note to provide any additional information. The Incomplete Requisition is sent to the Buyer for action and they will be notified by email and in their Tasks menu.
Creating an Order from an Incomplete Requisition (Buyers)
Buyers will be notified of new Incomplete requisitions via email. These can be viewed from the menu Tasks > Incomplete Requisitions.
A list of pending Incomplete Requisitions will be displayed. Users can click the Requisition number to view the details.
From within the Incomplete Requisition the Buyer can Checkout and complete the Requisition using the standard purchasing process.
Once the Requisition is approved an Order is created with an email notification sent to the Browser and Buyer. If the Buyer is not happy with the Incomplete Requisition, they can also choose to decline the request by selecting Cancel from the Actions menu in the top right.