Buyer User Guide: How do I create and use Saved Baskets?

AD team Updated by AD team

Saved Baskets

As the system will only show your purchasing history (i.e. requisitions that have been approved and converted to a PO), it will not automatically save any basket history.

Therefore, if you have repeat requisitions, for ease of ordering, it is useful to save these baskets of products for future.

Although useful, you should still be aware of market changes and should continue to search the marketplace for alternative or better priced products before defaulting to previously purchased items.

Creating a Saved Basket of Products

  1. Add your items to a basket as normal
  2. In View Basket, you will find an option to create a saved basket:
  1. You will be presented with the option to add this basket to an existing saved basket, or create a new one:

Adding additional items to an existing saved basket

Items can be added to an existing saved basket from within the product detail pages on the left hand side:

How can I access and manage my saved baskets?

Saved Baskets can be accessed directly from the Purchasing Home Page, in the top right hand corner:

From within this area, you can manage the content of your saved baskets, add the items to your current basket, view alternatives and delete any baskets or items that you no longer require.

Sharing Baskets

Saved baskets can be shared with other users if required. For example, a team leader may wish for their team to order specific products.

  1. To share a basket, navigate to the saved basket from the button on the home page.
  2. On the right hand side, click Share saved basket
  3. In Add New User on the left hand side, type the user’s name or locate them in list. Click Add Permission.
  4. Repeat step 3 for any further users you need to share access with. They will appear at the top of the page
  5. You may grant permissions to a user(s) to update the basket from this area, but please note, this will update the basket for all users who can see the basket. This is useful for collaborative ordering (see further below).
  6. Once shared, the user will see this basket in their section of “Saved Baskets” on the homepage

Collaborative Ordering

When procuring items for a specific project, sharing the basket is a useful tool to allow users to add items to one basket, and one user can then check out the entire basket of goods. This can also be used to achieve volume quantity discounts by allowing multiple users to contribute items before the basket is checked out.

As with sharing baskets, follow the same process, but when adding a user, grant them permission to edit the contents. This will then update the contents of the basket for all users who have access to it.

The user who checks out the order will be the user who will progress the requisition through your finance system.

How did we do?

Buyer User Guide: The Purchasing Homepage

Buyer User Guide: How do I 'favourite' a product?

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