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Completing Requisition Details: Edit the Requisition Name

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. Click Save at the top or bottom of your screen.

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