Template List

To select a template:

1. Go to the Procurement application Procurement Home Page.
2. Click New Shopping Cart from Template in the Shop Menu.

The Procurement application displays the Templates List containing a list of all available templates.

Each template is a previously created Shopping Cart, with all of its items, quantities and details.

3. If there are enough items for the list to fill several pages, use the Navigation Controls to move forward and backward through the pages.
4. To reduce the number of templates displayed, click in the filter by template type drop-down menu, and select from the available Template Types:
• Personal & Shared Templates
• Personal Templates
• Shared Templates
5. Click the Open icon (to the left of template name), to expand the template and view the quantities and items contained in the shopping cart:

	Open icon
	Close icon

6. Click the Close icon to close up the template again and hide its contents.
7. Choose a template that comes close to meeting your requirements.

Later you can make adjustments, such as changing quantities, adding or removing items, before checking out.

8. Click the Create Shopping Cart From Template icon to select a template:

Create Shopping Cart From Template icon

The Procurement application makes a copy of the template, and displays it in the Shopping Cart page.

9. Click the Delete icon next to a template to Delete it from the list:

Delete icon

10. To leave the Templates List without making a selection, click any icon in the Home Row, and select a new option.

After the template is copied to the Shopping Cart page, you can:

• Change the quantities of items, or delete them.
• View Item Descriptions, check Availability, Show All Suppliers, locate alternatives.
• Add Attachments and Notes to Approver.
• Click a different tab on The Shop Page, to continue shopping by different method.
• Submit the Shopping Cart for Check Out and approval
• and so on...