Creating a Requisition - Gatekeeper Notes

Introduction

This guide is to support in the Head Office setup for Gatekeepers.

Assumptions

Supplier Records have been set up, allocated to outlets and configured with account numbers. 

A current catalogue has been approved. 

Outlet users have been given the permission to create requisitions.

Set Up

Setting Requisition Levels - AS a default level 1-5 is set at  £0.00 and level 6 is set at value of £100,000. With Level 1 being the outlet and Levels 2-6 being head office users. To edit this complete the following step.

Step 1: Select Head Office > Outlets > Set Up > Requisition Levels

Step 2: If require no authorisation on any orders, leave 1-5 as £0.00 but use level 6 to ensure an excessively large value order is not mistakenly transmitted. 

Step 3: Select Update 

Note: If using requisition levels, you will need to allocate the outlet manager and approver with the correct level access in their user record. For example If Level 1 is set to £1000.00, a level 1 user can place order up to £1000 and will require approval from designated approver in excess of that up to the next level value. If for example level 2 is £2000 and level 3 is £3000 and the order is for £3000 if will be sent to the level 3 user for approval. 

Activating Other Tools ( Availability subject to your agreed license)

Request activation of any non-catalogue suppliers. - Create a support ticket to request that Indicater tags any specific suppliers that you wish users to create orders for without a corresponding catalogue. This creates an order with the value of £0.01 for each product  or service which can be updated with the correct value on delivery ( See Related Guides) 

Gatekeeper Ongoing Tasks

Requisition Approvals - If an outlet creates a requisition that requires approval, the gatekeeper

Related Guides

Creating and Populating Supplier Records

Catalogue Management

User Permissions

Booking off Orders

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