How do I set up a requisition pad?
  1. Log into the dealer admin area
  2. Select 'Edit existing websites'
  3. Click on the appropriate company name
  4. Click on 'edit user'
  5. Search for the appropriate user and click on their 'extended' icon
  6. Remove the tick from the 'account active' checkbox
  7. The first option available to you is 'create requisition pad' by clicking on the plus symbol.



  8. The name will automatically default to the customer name, but this can be amended, and the following options will appear.

    CSV and TAB
    These are radio buttons, and you need to choose the correct option depending on if you are uploading a csv or tab delimited file.



  9. The browse option allows you to browse to a saved file. The file needs to be a csv or tab delimited file, and need no headers for the 'columns'.

    The columns should be:
    • Column A = Grouping header
    • Column B = Grouping order
    • Column C = Part code
    • Column D = Part order
    Below is a sample of how a csv file would look like:



    This product codes must be exactly as they appear on the store.

  10. Click on the plus symbol to upload the file.

    If the incorrect file format is uploaded, or the 'columns' are incomplete, the highlighted message 'incorrect file format' will be displayed, and you will be prompted to retry.