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The following steps outline instructions to submit a purchase request in Unit4.
Start typing your product name in the "Product" box, you may or may not find a match.
Press the spacebar in the"Product" box, this will load the first 50 products in a drop-down menu.
Select the three black dots or ellipsis (...), this will open a value lookup screen to give you a comprehensive search of all products.
After the product is selected, the "Product description" field is defaulted to a very generic description, here you can edit to reflect the item you need.
Example: The product description might be "Supplies" but you are needing staplers, here is where you would change the description to be "Staplers"
Enter all of your product/service details in the "Message" box - this is an internal message box for the Buyer only. You can specify make, model, must-have features, and any detail you need to be considered for your purchase. |