Guide 7 – Reviewing Assigned Carts

The purpose of this guide is to demonstrate how a requestor can review a cart assigned to him or her. A major reason this situation would occur is because an end user does not have the appropriate permissions to submit an order or the order is using accounting they do not have access to. Once a cart is submitted by the new assignee, it becomes a requisition.

Once you have logged into GrizMart move over to the tab called carts. Once you are on the carts tab, click on the draft carts sub tab. The Drafts Assigned to Me box only displays for users who have one or more cart assigned to them. Click on the cart name to access the cart for review and submission.

Once the cart is opened, the information can be verified, and if these purchases are not allowable for this shopper, the requester can Return Cart. This action will allow you to add a note to the shopper and return it to him or her for adjustments. Once the cart is ready, Click the Proceed to Checkout Button. If all of the checkout information is correct, click Submit Requisition. The cart has now become a requisition, and if needed, will be processed through approvals. (For more information on checking out a cart, see the Checking Out Carts tutorial.)

Go back to draft carts to view any remaining carts to process.

Please use caution when deleting a cart. There is no warning, and the cart will be deleted - not only from your assignments, but from the system.

This concludes the guide on assigned carts. If you have any questions please email [email protected].