All You Need to Know About Magento 2 Requisition List Extention

michaelturner

Michael Turner

Posted on February 8, 2024

All You Need to Know About Magento 2 Requisition List Extention

Managing business purchasing and enabling seamless collaboration between team members are critical components of an efficient ecommerce operation. The Magento 2 Requisition List extension provides powerful tools to optimize and simplify procurement workflows for merchants.

Requisition List extension serves as a master request document for products that need sourcing and purchasing from suppliers.Instead of individual team members making one-off purchase orders, they can collaborate by adding items to a shared requisition list.

Requisition List extensions centralizes purchasing needs and gives managers oversight to prioritize and approve purchases. Once approved, the system can efficiently generate and send purchase orders to vendors.

The key benefits offered by the Magento 2 Requisition List extension include:
Centralized purchase request hub improving transparency
Structured approval workflows for purchase requests
Permission-based access enhancing security
Purchase order generation from approved requisitions
Vendor and item catalog management tools

This guide will explore the core functionality of the extension, including key features, installation and configuration essentials, tips to ensure smooth implementation, and use cases illustrating the extension’s capabilities for transforming procurement operations.

Whether you’re looking to establish or refine your internal purchasing workflows, implementing the robust and flexible Magento 2 Requisition List can provide major time and cost savings alongside enhanced team collaboration.

Magento 2 Requisition List Extention is an advanced B2B feature that enables customers to collect frequently-ordered products into individual lists for easier ordering on Magento's B2B store, saving them from searching the site for what they're after.

Furthermore, when customers place orders from the Requisition List, the product list remains intact - unlike the wishlist, which gets deleted when customers purchase items from it.

What is Requisition List?

The Requisition List extension integrates native B2B functionality into Magento 2 storefronts, enabling wholesale customers to compile frequently purchased items into customized requisition lists that they can later use when placing orders.

Requisition lists contain the same product data as catalog items, including product name, image, SKU number, size and color options (if configurable), current product price. Unlike Wishlists however, Requisition lists do not get deleted once sent to Cart.

Customers looking to make changes in product configuration or options simply need to click on the Bucket icon next to each price item in their requisition list, and a popup will appear for them to select new configuration or options, followed by confirmation via a click on Confirm.

Customers can easily transfer requisition list items to another list with just a few clicks, by marking each checkbox, choosing their destination list, and clicking "Copy Selected." Once the items are successfully moved over, customers will see a success message saying "Number of items have been successfully copied to Name of Requisition List." To view more detailed requisition information, customers can select Printer from within the Requisition Details Page.

Use of Requisition List

The Magento_RequisitionList module integrates B2B functionality directly into customer eCommerce procurement operations, enabling customers to compile products they regularly purchase into requisition lists for order placement and keep those lists current.

Buyers can easily create multiple requisition lists tailored specifically for different vendors, buyers, teams, campaigns or anything else that helps streamline their workflow. They can use this requisition list to place orders either individually or bulk in bulk - it works seamlessly whether logged-in or guest users are using it.

Customers can also bulk edit products on a requisition list by using a grid on the Requisition List page to remove, move and copy items between lists using an interface on this page. They can also change quantities (if applicable) with an easy click using Pencil icon on this grid.

Advantages of a Requisition List

Requisition list is an extremely handy B2B feature of Magento store that enables customers to collect frequently ordered items into a list and order them later, saving time for customers and helping buyers order more accurately.

Customers can create and add items directly from category pages, product detail pages or past orders, then select which list to place them into. They can also remove, copy or move items between lists to their cart - this convenient management provides superior user experience and increases wishlist conversion rates.

Magento agency should consider using Requisition List Magento 2's B2B extension to enhance customer shopping experiences and boost revenue for their e-commerce business. Furthermore, Requisition List Magento 2 features a flexible UI which supports managing all catalog entries including simple, configurable and downloadable products; users can edit quantity selection on grid while employing mass actions such as Remove Selected/Move Selected/Copy Selected to quickly add selected products into cart.

Disvantages of a Requisition List

Added Cost - There is a cost to purchasing and implementing the extension, either buying it from the marketplace or paying developers to customize it. The pricing can range from $100 to over $1000 based on the provider.
Ongoing Maintenance - You will need to provide ongoing updates and maintenance to keep the extension functioning properly with new versions of Magento and other related extensions/integrations.
Initial Setup - Configuring the extension properly requires technical skills, so you may need to hire a developer to perform the initial setup and customization.
Added Complexity - A requisition workflow with purchasing rules and permissions layers on more procurements rules and potential points of failure versus simpler order processes.
Supplier Negotiation - Generating purchase orders still requires aligning supplies and prices with vendors, the extension mainly facilitates communication.
Change Management - Transitioning staff to new purchasing protocols versus more ad hoc buying takes training and leadership to ensure adoption.

While the improved process efficiency and transparency provides major benefits, the extension is not a quick fix and requires thoughtful planning to avoid disruptions from technical issues or user adoption problems during rollout. Taking a phased implementation approach is best to minimize these potential disadvantages.

Difference between Requisition list and Wishlist

Requisition lists differ from Magento's native wishlist feature because they remain on your shopping cart even after customers send them directly, enabling wholesale customers to reuse product lists for future orders.

It can be easily accessible to both registered and unregistered visitors of your site, giving you an edge in attracting B2C buyers while increasing long-term revenue and profits.

Requisition lists can also serve as a useful way of reordering products that users frequently buy, by adding items directly from product, catalog, and cart pages onto a requisition list.

When they're ready to place an order, they can click the Requisition Lists icon in the upper left corner and choose which from which they would like their products added directly to their cart. They may then either edit the items themselves or copy and paste them onto another requisition list for easy and timesaving order entry - plus this allows them to define product quantities accordingly!

How to Enable Requisition List

The Requisition List extension aims to save customers time when they place orders for frequently purchased products, offering an efficient method for customers to compile items of regular demand into organized lists before moving them directly into their cart with just one click. Unlike wish lists, which automatically clear after being added, customers can reuse Requisition lists multiple times.

Requisition List also enables customers to perform bulk actions on selected entries: they can remove, move or copy them. When clicking copy option a drop-down list with available requisition lists will appear and select one will move/copy them over.

You can enable Requisition List by going to Stores > Configuration > General > B2B Features and setting Enable Requisition List to Yes in this field, making the extension visible to B2B customers. B2B customers can then create requisition lists via product pages using the Add to Requisition List option or by navigating to My Account > Requisition Lists > Create New Requisition List in My Account

Where You can Buy

Magento Marketplace - The official Magento marketplace has a Requisition List extension available for purchase and download directly within your Magento admin panel.
Dolphin Web Solution- The ecommerce solutions provider Webkul offers their own Requisition List extension which can be purchased on their website.
Amasty - Another major Magento extension developer Amasty provides a Requisition Lists module available for purchase on their website.
Custom Development - If you have specific custom requirements, you can hire a Magento developer to build a tailored requisition list extension for your ecommerce store.

When choosing where to purchase the extension from, it's worth comparing options to see which provider best meets your budget, feature needs, installation preferences, and support requirements. The Magento Marketplace offers convenience while third-party developers like Webkul and Amasty provide their own specialized tools.

Summary

The Magento 2 Requisition List extension brings robust procurement management capabilities to ecommerce merchants and teams. It provides a centralized purchase request hub that allows collaborators to add needed items to a master list. Configurable approval workflows ensure purchase requests are properly vetted before moving forward.

Once items are approved, the extension enables seamless generation of purchase orders to send to vendors. User permission controls, custom catalogs, automation rules, and integration with accounting software deliver advanced and customized purchasing functionality. Overall, the Requisition extension transforms procurement processes - minimizing redundant and rogue purchases through structured collaboration, while maximizing oversight and efficiency. This allows merchants to optimize budgets, build vendor relationships, streamline workflow, and enhance transparency across the purchasing process.

💖 💪 🙅 🚩
michaelturner
Michael Turner

Posted on February 8, 2024

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