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Create An Order Guide Change Request To Add Or Remove Items

Procurement has set up the order guides and assigned the order guides to the respective accounts.

The Order Guide Change Request allows the FSD to request the addition of items or removal of unwanted items to their Order Guide and/or Physical Inventory.

Note

Any requests for new items are approved by Procurement. Procurement will receive notification of the Order Guide Change Request via CulinarySuite. The request must be made within CulinarySuite.

If for any reason the items that you need to add do not appear in the Change Request transaction, request via Salesforce.

  1. Hover over the Purchase icon on the navigation menu. The Purchase Icon expands to display sub-function list.

  2. Select Order Guide Change Request.

    A summary of previous and current Order Guide Change Requests will appear:

    • Account – name of the account or district requesting the Change Request to the Order Guide
    • Request ID – user ID of individual making the Change Request
    • Request Date – date of Change Request submission
    • Status – status of the Change Request
    • Requestor ID
    • Approver ID
    • Approval Due Date
    • Closure Date – date the task has been completed
    • Details – Choose the task – either view or approve/reject

Create An Order Guide Change Request To Add Or Remove Items, Continued​

  1. Select the Account from the drop down list. Click Create Order Guide Change Request.

  2. Specify the approval due date based on necessity.

  3. Enter the details in the Note section. Be as specific as possible (500 character maximum).

  4. To request a product added or removed, click on the “+ Add Product” button in either the Add Product or Remove Product section. The Select Products window will appear. Click the filter bars next to Product Code, Product Name, Product Category, or Manufacturer to filter results. After products are selected, click Add. If the item that you need does not display, contact Procurement.

  1. After including all of the products to be added or removed on the Change Request screen, select that item, click Add, then click Save; and Submit. For add requests, Procurement will receive a notification to approve the request.