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Completing Requisition Details: Edit Requisition Name and Prepared for

Summary: Learn how to edit the name of the cart, and thereby the requisition name.

The Cart Name shows in the upper right corner of the CruzBuy screen. CruzBuy automatically sets the requisition/cart name as the date, shopper's userID, and a number that coincides with how many orders the shoppers has processed that day. For example: 2006-08-22 meolson 01.

Personalizing the name of a Requisition (Cart) to help identify what is on the order is extremely useful for later reviewing the contents of "My Requisitions" folder.

Rename the cart to reflect the order - something recognizable so it can be found easily (keeping in mind that approvers will see your cart name).

1. The Edit Cart screen is the first screen shoppers see after completing the process of adding items to a requisition (cart). Click on the cart name in the upper right corner of any screen to go to the Edit Cart screen.
2. Click in the existing Cart Name field. Type the new name.
3. Edit Prepared for, as needed. Prepared for – click Select a different user... if preparing this order for someone who temporarily does not have access to their CruzBuy account. Note that the different user must have access to CruzBuy as a Requestor. Once the order has been submitted, it will appear in the 'my requisitions' list of the user you chose. As the preparer you will no longer be able to withdraw the order or make changes once you have submitted it.
   To place an order for someone who does not have a CruzBuy account, add that info as part of the Cart Name instead, for your personal tracking purposes.
4. Click Save at the top or bottom of your screen.

Cart name and prepared for can also be edited from the Review screen. See Review Cart Screen.

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Last revised: July 31, 2009 (am)       [CruzBuy Reference Manual TOC ]