Prepare a Requisition on Behalf of Another User

In ShopBlue, you can prepare a requisition on behalf of another user.

How to Prepare a Requisition on Behalf of Another User

Prepare a Requisition on Behalf of Another User [1:09]

1. Click Proceed to Checkout

After completing your shopping, select Proceed to Checkout (Figure 1).

After completing your shopping, select Proceed to Checkout.

Figure 1

2. Click General

During checkout, in the Summary tab, select the Pencil icon (Figure 2).

During checkout, in the General tab, select Edit.

Figure 2

3. Click to Select a Different User

A pop up menu will appear. In the Prepared for row, click Magnifying Glass (Figure 3).

Note: the default Prepared for user will always be the person creating the requisition.

A pop up menu will appear. In the Prepared for row, click Select a different user… Note: the default prepared for user will always be the person creating the requisition.

Figure 3

4. Search for User

In the User Search window, enter the search criteria to search for the appropriate user. Once complete, select Search (Figure 4).

Note: not all the criteria need to be completed. In the following example, only the user’s last name was used to search.

In the User Search window, enter the search criteria to search for the appropriate user. Once complete, select Search. Note: not all the criteria needs to be completed. In the following example, only the user’s last name was used to search.

Figure 4

5. Select User

After searching, select the appropriate user by clicking the Plus Sign in the Action column (Figure 5).

After searching, select the appropriate user by clicking [select] in the Action column (Figure 5).

Figure 5

6. Click Update

Once the Prepared for user has been selected, select Update. Notice the prepared for user has been updated (Figure 6).

Once the Prepared for user has been selected, select Update. Notice the prepared for user has been updated.

Figure 6

7. Go to Checkout

Now that the requisition has been prepared for on behalf of another user, you can complete the checkout process (Figure 7).

Note: when a requisition is prepared for on behalf of another user, the prepared for user’s saved ship-to addresses will be available to the user entering the requisition. Additionally, the prepared for user will receive the notifications for the requisition.