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Tips   Confirm catalog kit contents

The individual catalog items that make up a catalog kit appear on this screen. Some items may require additional information before they can be added to the purchase requisition. You can also change the quantities or delete some items if they are not required items for the kit.

Related topics

About the purchase requisition process

About searching for catalog items

About search refinement options

 

Screen details

To display the Confirm Kit Contents screen, click Add to Cart on a catalog kit in the Add Items screen while creating a purchase requisition.

 

When you add a catalog kit to a purchase requisition, you must first confirm the catalog items that make up the contents of the kit.

  1. Review the catalog items that make up the kit.
    • If available, click the Table Options icon, located in the row above the column headers, to display commands that control the display of data in the table. For example, you can hide or show columns of data, group data, or export data to Excel.
  2. Take an action on a kit item:
    • If the item requires additional information or contains an error, click the warning or error message and specify each field.
    • To edit the information for a kit item, click Edit.
    • To remove the item from the kit, click Delete. The item is removed from the requisition and the total price of the kit is automatically updated.

    Note: Items that are required as part of the kit cannot be deleted. In order to delete a required item, you must delete the entire kit, therefore every individual item in the kit must be deleted.

    • If you change a quantity, click Update Total to update the kit total. You cannot edit the quantity of a item that is required as part of the kit.
  3. After confirming or editing the kit items:
    • If you are completely finished, click OK to save the changes and return to the previous screen.
    • If there are items that require additional information, but you have not finished filling them out, click OK once to change the button to Save. Then click Save to save your changes so you can come back to them later.
    • Click Cancel to return to the previous screen without saving your changes.

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