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Creating a Requisition (Desktop)
Creating a Requisition (Desktop)

Where to add things like UOM, UPC, Phase Codes and more!

Sarala Conlan avatar
Written by Sarala Conlan
Updated over a week ago

If you are a Field or Field Ordering user, you will be able to create a requisition on your desktop or laptop computer.

Start by logging into your account using the same credentials as the mobile app at https://www.kojo.app

Click on the New Requisition button in the top left corner of the screen:

Once you've created a new cart, it is time to fill it out! Start by completing the Requisition Details:

Here you can choose the purchasing agent, job & delivery locations, and need by date & time. If you are sending the requisition directly to a vendor, click "Send to Vendor" and choose the vendor.

On the right side, add any notes to assist in delivery instructions or for the purchasing agent.

Now that your Requisition Details are complete, you need to fill out the sheet with the items you are requesting.
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  1. UOM (required): Enter the unit of measure for your item here. Some catalog selections have default UOMs, please double check this field before submission. You can use whatever UOM you prefer, however using C as your UOM will divide by 100 and using M as your UOM will divide by 1000.

  2. Description (required): You can type your own description or use one of the items from our catalog that will be populated as you type.

  3. UPC (optional): Manually enter the UPC for your item here. Items selected from the catalog will pre-populate the UPC here.

  4. MPN (optional): Enter the manufacturer part number here. Items selected from the catalog will pre-populate the MPN here.

  5. Phase Code (optional): Add your phase code here if necessary. This may not be available to all orgs depending on your org settings.

  6. Brand/Model Subs (optional): If you enter a specific brand in the description but are happy to substitute as needed for another brand or model, you can check the box.

  7. Notes (optional): Add any notes you like regarding your item such as specific sizing, colors, etc.

The only required details are QTY, UOM, and Description!

When you're done filling out your items, scroll to the top of the page and click on "Submit Cart" to finish your request.

Ta-da! You've now just completed and sent your requisition!

Additional questions? Use the chat bubble at the bottom right side of the screen to reach support!

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