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

1. Click Proceed to Checkout

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

figure 1 of prepare a requisition on behalf of another user.

Figure 1

2. Click General

During checkout, in the General tab, select Edit (Figure 2).

Figure 2 of prepare a requisition on behalf of another user.

Figure 2

3. Click to Select a Different User

A pop up menu will appear. In the Prepared for row, click Select a different user… (Figure 3).

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

Figure 3 of prepare a requisition on behalf of another user.

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 needs to be completed. In the following example, only the user’s last name was used to search. 

Figure 4 of prepare requisition on behalf of another user.

Figure 4

5. Select User

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

Figure 5 of prepare a requisition on behalf of another user.

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).

Figure 6 of prepare requisition on behalf of another user.

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).

Hint: 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.

Figure 7 of prepare requisition on behalf of another user.

Figure 7

8. Place Order

Once all fields are completed, you can complete your order by selecting Place Order (Figure 8).

Figure 8 of prepare a requisition on behalf of another user.

Figure 8