Requisition Lists

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Requisition Lists delivers native Magento 2 B2B functionality into your Magento 2 CE/EE stores. This functionality is meant to support customer eCommerce procurement operations. It enables customers to collect frequently bought products into multiple requisition lists and use them at a later date to place orders. Each item on a requisition list is associated with a catalog entry and has the following attributes: Product Name, Image, SKU, Size, Color (and other configurable parameters of a product), Current Product Price.

The extension makes it possible to edit both the requisition lists, that is their title and description and the products on the lists. This can be done in My Accounts. Product editing takes the form of updating product configuration, options, and quantity. The latter can be applied to multiple items at once. Products are manually added to requisition lists from Product pages, at the same time, customers are able to move or copy products from the list to list. The items selected on a list can be added to Cart in one click. On adding items to Cart, the requisition list remains intact - no items are removed from it, and it continues to be available for reuse. The module can be further enhanced with Company Accounts and Easy Reorder extensions, which together may well provide for a full-fledged corporate experience in eCommerce procurement. 

Features

• Create multiple requisition lists
• Add products to lists from Product pages
• Copy and move items from list to list
• Edit lists and configurable products on the lists from a single page
• Use mass action to remove products or update their quantity
• Add listed products to Cart with one click

What Is A Requisition List?

According to the Business Dictionary Online, a requisition list is a written order or a formal demand by the user(s) of a good or service (which is not made available without a specific request) to the organization's purchase (or stores) department. Adapting the concept into the realia of an eCommerce platform, a requisition list is a list of items that are used to create orders at a later date. Users can create requisition lists of items that they order frequently and use them to periodically re-order the items. A requisition list, thus, resembles a wish - to note two primal differences:

• Multiple requisition lists are to be possible, compared to the unique totality of the Wish List;
• Items in a requisition list are to be stored after the user adds them to the current order.  

This is the conceptual core of the Requisition Lists extension by Aheadworks. Examples of requisition lists (as can be seen in the screenshots herein) to reflect the various real aspects of the procurement:

• Item Requisition:  stocking up on assorted monthly supplies. Can be split onto multiple POs, consolidated with other requisitions or routed to be filled from stock;
• Purchase Requisitions: purchase Requisition remains intact and cannot be filled from stock. Specific Purchase Order is to be created;
• Inventory Replenishment Requisitions: assorted monthly purchases. Min-max planning, reorder point planning, sub-inventory replenishment, and Kanban replenishment;
• Off-catalog Requisitions: for items that are no longer enabled on a store catalog, but are still stored and procured by the merchant;
• Internal Requisitions: for internal purposes.

Why Requisition List From Aheadworks?

A B2B essential, though highly beneficial for the B2C sector too, purchase requisitions and other types of requisition lists help customers manage and control purchasing costs for goods and services which are in their constant demand. Requisition lists ensure that there is not much double work in the procurement operations cutting short on sorting through lots of different products. The present extension Requisition Lists for Magento 2 brings about convenience to customers in collecting products of regular demand into classified lists, storing and updating them to plan purchases better, and to optimize organizational spend.

How Does The Requisition List Work?

For Store Administration

Store Admins can enable or disable the Requisition Lists functionality on the store.

For Customers

Customers can create multiple requisition lists, edit existing lists, update products on the lists, and add listed items to Cart in the My Account area. When on the Store pages, customers get access to the above functionality with the help of the My Requisitions Lists option in Quick Bar. The option is available in the drop-box, which unfolds on clicking the name of the customer name in Quick Bar.

The menu in the My Account area contains the My Requisition Lists tab, which takes the Customer to the grid of requisition lists. This is where the Create New Requisition List button is located. Clicking on the button calls for a pop-up that prompts customers to enter a name and description for the new requisition list. Created lists are added to the My Requisition Lists grid. Each entry in the grid is supported with the Edit button. Clicking on the Edit button takes the Customer to the Requisition List page. This is where customers can edit the list (name and description), as well as the products on the list (configuration, options, quantity). The products are collected into a grid, where the name of the product is an active link to the product page and the quantity is entered into a corresponding text-box. The grid supports each product entry with the current price and the functionality to remove and edit (for a product with configuration and options) the entry. 

Furthermore, it is possible to select multiple entries on the requisition list and apply one of the three operations to them by clicking a corresponding button on the Requisition List page: remove selected, move selected, copy selected. The latter two options when clicked on the show a drop-down with available requisition lists. On the choice of the list, the items selected will be moved/copied to that list. Selected items can also be added to Cart on this page. The Customer is then redirected to Cart.

To add products to a requisition list, the Customer has to navigate to the product page. This is where he or she indicates the quantity and configuration of the product and clicks on the Add to Requisition List option next to the Add to Wish List. A drop-down appears bearing the Customer’s requisition lists and the Create New Requisition List alternative. 

Feature Highlights

Quick Bar Option

Enable the Requisition Lists functionality in the extension settings for the My Requisition Lists option to be displayed in the Quick Bar on every page of the store. 

My Requisition Lists Tab

Reach to every aspect of the functionality of the present module via a single tab in the Customer profile in My Accounts.

Requisition Lists Grid

Browse requisition lists, check on the number of items in each, create requisition lists, and get reach to the editing options.

Add To My Requisition List

Add products to requisition lists from product pages with the help of the Add to My Requisition List drop-box element. 

Requisition List Page

Edit the title and description of the requisition list, delete the requisition list, browse and edit products on the list. 

Requisition List Item Grid

Check-on the essential data on the requisition products here. Configure and delete products. Update product quantity. Get reach to the pages of the products.

Configuring Products

Make use of the Configure icon in the Requisition List Item Grid and the Configure Product pop-up to set up parameters of configurable products or to select product options.  

Product Quantity Editing

Edit product quantity on a requisition list, individually or in bulk. The Update Qty button is used to confirm changes. 

Multiple Product Types Support

The extension supports simple, downloadable, virtual, and configurable products.

Mass Actions With Products

Select multiple items on the Requisition List Grid and employ one of the three mass actions: Remove Selected, Move Selected, Copy Selected. The latter two, when clicked on, will show a drop-down box to choose a requisition list from.

Add To Cart Button

Customers can add items selected on the Requisition List Grid into Cart with a single click on a button.

Notification Messages On Operations 

Get guided by a range of messages notifying on the outcomes of every operation to a requisition list.

Web API Support

Extract data necessary for the third-party software on your service.

Demo

To experience the extension firsthand follow the links below:  

Frontend:

• Adding products to lists
• Managing lists

Enhance With The Following: 

• Company Accounts - to enable corporate customers to share requisition lists between company sub-accounts, and see who updated the lists last.
  • When Company Accounts is installed two columns are added to the My Requisition Lists grid:
• Owner - displays the Name of the person who created the list;
• Updated By -  displays Name of the person who updated this list last time.
• The Company Account Admin has absolute rights over the requisition lists created by company members. The Admin can edit the lists of the members like his/her own ones. It means that the Admin can change the quantity of the products, product options, delete and add new products; change the name of the list; share or hide the list for the members. The Company Admin will have access to all requisition lists, whether they were shared or not.
• Easy Reorder - to let customers add products to requisition lists from the My Previous Purchases grid.
  • When Easy Reorder is installed, the My Previous Purchases page will display the Add to Requisition List active link next to the Add All Selected to Cart button. Clicking on the link will open a drop-down to feature the Customer's requisition lists. Next, clicking on a requisition list will add the items selected to the list.  

Support Policy

• Lifetime access to the original codebase 
• 1-year access to all updates 
• 1-year support period
• Cancel your subscription anytime 
• 25-day Marketplace Return Policy