§ Select Operations Tab then Requisitioning Tab.
§ Select the Create Template Link on left navigation bar or select the Template List Link to modify an existing template.
§ For new templates, input a name for the requisition template.
§ Select your Facility if the system doesn’t default to the correct facility location.
§ Add any Reference Notes if needed.
§ Click the Create Template Button.
§ Select the type of products you want on the requisition template:
o Add items from Inventory Locations (stocked internally)
o Add items to be purchased (direct to vendor)
§ Click on the Security Tab to control the user access to the requisition template.
§ Select the Add User Button to grant access to new users.
§ To remove users, check off any users you want to remove from the requisition template and select the Delete Selected Button.
§ To delete the template, select the Update Tab then Kill/Cancel Requisition Template. This will permanently remove the requisition template.
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