2.2.3_Simulation - Saving and Selecting Favorite Items

Navigation: Main Menu > eProcurement > Create Requisition

Purpose: Use this simulation to practice saving and selecting favorite items in the catalog. This will reduce keystrokes when ordering certain items on a frequent basis.

Steps:

1. Click in the Business Unit field.

   Step 1

2. Note: The Business Unit and Requester should default from your User Profile.

   Step 2

3. Enter the desired information into the Business Unit field. Enter

    a valid value
    e.g.
    "10000"
   .
   Step 3

4. Enter the desired information into the Requester field. Enter

    a valid value
    e.g.
    "ROSER"
   .
   Step 4

5. Click the OK button.

   Step 5

6. Click the Continue button.

   Step 6

7. From the Web tab, click the PRODIGO eMARKETPLACE link.

   Step 7

8. Click in the Search field.

   Step 8

9. Enter the desired information into the Search field. Enter

    a valid value
    e.g.
    "46971"
   .
   Step 9

10. Click the Search button.

    Step 10

11. Click the BHSF Item # 46971 option.

    Step 11

12. Click the Add To Favorites button.

    Step 12

13. Click the Create a new Favorite List option.

    Step 13

14. Enter the desired information into the Create a new Favorite List field. Enter

     a valid value
     e.g.
     "TRNG FAV LIST EXAMPLE"
    .
    Step 14

15. Click the Add button.

    Step 15

16. To add more items, click the Search field.

    Step 16

17. Enter the desired information into the Search field. Enter

     a valid value
     e.g.
     "2961"
    .
    Step 17

18. Click the Search button.

    Step 18

19. Click the Spacer 2961022 Caps option.

    Step 19

20. Click the Add To Favorites button.

    Step 20

21. Click the Add to your Favorites List(s) option.

    Step 21

22. Click the TRNG FAV LIST EXAMPLE option.

    Step 22

23. Click the Add button.

    Step 23

24. Click the Favorites link.

    Step 24

25. Click the Share link to make your favorites available to other users.

    Step 25

26. Search by user Last Name, then click the Add button.  This will populate the Share with Members box.

     

    Click Close to exit Share.

    Step 26

27. To make changes to a Favorite List, click the Edit link.

    Step 27

28. Items saved in Favorites will default to a quantity of 1 if no value is entered. 

     

    In this example, change the quantity.

    Enter the desired information into the Quantity: field. Enter

     a valid value
     e.g.
     "2"
    .
    Step 28

29. Click the Update Item link.

    Step 29

30. After you click the Update Item link, Favorite Item Updated text will display.

    Step 30

31. Click the Back link to return to the previous page.

    Step 31

32. To add this TRNG FAV LIST EXAMPLE favorite list to your shopping cart, click the Add to Cart link.

    Step 32

33. You can also create Favorites using Checkout History.  Click the Checkout History link.

    Step 33

34. Click the Rename link.

    Step 34

35. Enter the desired information into the Name this Cart: field. Enter

     a valid value
     e.g.
     "SURGICAL GLOVES AM PURCH"
    .
    Step 35

36. Click the Update button.

    Step 36

37. Click the Checkout History link.

    Step 37

38. Click the Add To Favorites link.

    Step 38

39. Click the Express Checkout button.

    Step 39

40. Once you click the Express Checkout button from Prodigo Marketplace, the system will return you to the Create Requisition page.

     

    From the Review and Submit page, you can further  edit information as well as save & submit a requisition which will be covered in separate simulation.

    Step 40

Congratulations! You have successfully saved and selected favorite items in the catalog (Prodigo Marketplace).

After clicking finish below, go to the course outline, select Lesson 2.3_Creating Requisition from Marketplace (Concepts) and click Try It! to continue the lesson.

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