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User Guides

Managing Requisitions

Discover how to leverage the requisitions interface to track purchases, analyze cost savings, and make data-driven procurement decisions that optimize your organization's spending.

Summary​

The Requisitions feature provides a comprehensive view of your organization's procurement history and associated cost savings. It serves as both a record-keeping system and an analytical tool, helping procurement teams track spending patterns, identify savings opportunities, and make data-driven decisions about future purchases. By understanding how to effectively use the requisitions interface, you can better monitor procurement efficiency and maximize cost savings across your organization.

TIP

Use the requisitions analytics regularly to identify trends in organizational spending and potential areas for cost optimization. The system automatically calculates different types of savings, making it easier to demonstrate procurement value.

Key Features​

  • Complete Purchase History: Access your entire procurement history with detailed transaction records
  • Savings Analytics: Track and analyze cost savings across different procurement strategies
  • Advanced Filtering: Quickly find specific requisitions using multiple filter criteria
  • One-Click Reordering: Streamline repeat purchases directly from requisition records
  • Comprehensive Reporting: View detailed order information, supplier data, and cost breakdowns

Accessing Requisitions​

  1. Navigate to the landing page
  2. Select the requisitions button to access your organization's requisition history
Requisitions button on landing page

Viewing Requisitions​

The requisition landing page displays all requisitions made by your organization:

Requisitions landing page showing list of requisitions

Filter Options​

Refine your requisition view using various filters:

Date Ranges​

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This month
  • Last month

Other Filters​

  • Country
  • Supplier

Requisition Details​

Select any requisition to view comprehensive details:

Detailed view of a requisition showing order information

Order Information​

  • Items ordered
  • Product names
  • Supplier details
  • Unit prices
  • Quantities
  • Total costs
  • Customer information

Understanding Savings Analytics​

The savings analytics section provides detailed insights into cost reductions achieved through various procurement strategies. This information is crucial for demonstrating the value of your procurement decisions and identifying successful cost-saving approaches.

TIP

Pay special attention to swap savings opportunities - they often indicate areas where alternative products could provide better value for your organization.

Savings analytics display showing different types of savings

Types of Savings​

The system tracks three main categories of savings:

  • Swap Savings: Cost reductions achieved by selecting alternative products that offer better value while meeting the same requirements. These savings demonstrate successful product optimization strategies.

  • Store Savings: Reductions achieved through store-specific pricing arrangements. These savings highlight the benefits of your negotiated pricing agreements with specific suppliers.

  • Price Drop Savings: Savings from purchasing products during price reductions or promotional periods. This category helps identify optimal timing for purchases.

TIP

Export your savings data regularly to create comprehensive procurement performance reports and identify long-term cost optimization trends.

Reordering Items​

Click on any item in the requisition to:

  • View the product details page
  • Add items directly to your cart
  • Continue shopping for additional items
TIP

Create a standardized reporting template that includes key metrics like total savings, swap savings percentage, and frequently reordered items. This helps maintain consistent tracking and communication of procurement performance.

Interactive Tutorial​

This interactive tutorial demonstrates how to navigate and utilize the requisitions management system effectively. You'll learn how to:

  • Access and filter requisition history
  • Analyze different types of procurement savings
  • Review detailed order information
  • Track organizational spending patterns
  • Reorder items from previous requisitions

Follow along to master the tools that help you optimize your procurement process and maximize cost savings.

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