Quick Adding Items to Purchase Requisitions

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The Quick Add Item feature in Certify AP gives users the ability to add products not found in the product catalog to a new purchase requisition. This allows users to purchase one-time products, without needing the add/edit product permission.

This article will show you, an Accounts Payable User, how to Quick Add a product to a purchase requisition.

Please Note: A Certify AP Administrator must first enable Quick Add Item preference on their Company Preferences page.

Step 1: Create a new Purchase Requisition. Once the requisition opens, select Quick Add Item.

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Step 2: The Quick Add Product page opens. Fill out the product information, then click Save.

 

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Step 3: The newly created product appears at the bottom of the page. Click Continue to finish adding the product to the purchase requisition.

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Please Note: Once a user submits a purchase requisition, the Quick Add product will not appear in the product catalog, nor in any product searches.

 

 

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