Consolidating items from multiple open requisitions into a single Purchase Order (PO) is an effective way to streamline your purchasing process and reduce shipping costs. Tradogram allows you to pull pending requests into a new order with just a few clicks.

Steps to Consolidate Requisitions

To add items from various requisitions to your PO, follow these steps during the order creation process:

1. Locate the Requisitions Menu: When creating a new PO, look for the Requisitions dropdown menu positioned above the items database table.

2. View Available Items: Select this dropdown to see a comprehensive list of all items currently sitting in an "Open" requisition status.
3. Select Your Items: Check the boxes for the specific items you wish to include in this order.

4. Add to Order: Click the blue "Add selected to Purchase Order" button to populate your PO with those items.

Why Some Items May Be Unavailable

You may occasionally find that certain items in the list are "grayed out" and cannot be selected. This typically occurs for the following reasons:

• Different Suppliers: The item is linked to a different supplier than the one currently selected for your PO.
• Mismatched Details: The item's assigned Department, GL Account, or other mandatory tracking details do not match the header information of the current PO.
• Approval Status: Only items from fully approved ("Open") requisitions are available for selection.

Important Considerations

• Partial Fulfillment: If you choose to add only a portion of the quantity requested in a requisition, the remaining amount will stay on the original open requisition for future ordering.
• Automatic Linking: Once added, the PO remains linked to the original requisitions for easy tracking and auditing.

‍