{"id":170752,"date":"2023-02-01T09:04:11","date_gmt":"2023-02-01T08:04:11","guid":{"rendered":"https:\/\/guide.jtl-software.com\/procurement\/adding-items-to-purchase-list\/"},"modified":"2023-06-16T09:50:22","modified_gmt":"2023-06-16T07:50:22","slug":"adding-items-to-purchase-list","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/procurement\/adding-items-to-purchase-list\/","title":{"rendered":"Adding items to purchase list"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-wawi\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-wawi\" id=\"adding-items-to-purchase-list\">Adding items to purchase list <span id='anchor-adding-items-to-purchase-list' data-href='#adding-items-to-purchase-list' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou would like to add one or more items to the purchase list via different areas in JTL-Wawi, such as the item management and the purchase order proposal.\t<\/div>\n<\/div>\n<h5 class=\"d-flex align-items-center hl-wawi\" id=\"requirements-restrictions\">Requirements\/Restrictions <span id='anchor-requirements-restrictions' data-href='#requirements-restrictions' class='far fa-link' data-anchor><\/span><\/h5><ul class=\"list-reset ml-3 list-icons list-wawi\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYou must already have created the desired items. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/items\/creating-items\/\">here<\/a><\/span>.\t<\/li><\/ul><h2 class=\"d-flex align-items-center hl-wawi\" id=\"adding-items-to-the-purchase-list-via-the-item-management\">Adding items to the purchase list via the item management <span id='anchor-adding-items-to-the-purchase-list-via-the-item-management' data-href='#adding-items-to-the-purchase-list-via-the-item-management' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tClick on the <span class=\"highlight\">Items<\/span> icon to go to item management in JTL-Wawi.<\/li><li >\n\tSelect the desired items by holding down the Ctrl key and selecting the items.<\/li><li class=\"media-single-line\">\n\tRight-click on one of the items. The context menu opens.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Artikelverwaltung-Einkaufsliste-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Artikelverwaltung-Einkaufsliste-jtl-wawi-768x296.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Artikelverwaltung-Einkaufsliste-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Artikelverwaltung-Einkaufsliste-jtl-wawi-1024x394.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Artikelverwaltung-Einkaufsliste-jtl-wawi-768x296.png 640w\" width=\"768\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"296\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Artikelverwaltung-Einkaufsliste-jtl-wawi.png&quot;,&quot;w&quot;:1912,&quot;h&quot;:736}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"4\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tIn the context menu, select the option <span class=\"highlight\">Add to purchase list<\/span>. The <span class=\"highlight\">Adding items to the purchase list<\/span> dialogue box opens.<\/li><\/ol><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\t\t<span class=\"mt-1 mr-3 fa-stack flex-shrink-0 fa-1x columnsize-fa-2x\">\n\t\t<span class=\"far fa-circle fa-stack-2x text-wawi\"><\/span>\n\t\n\t\t<span class=\"fas fa-search-plus text-wawi fa-stack-1x\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"media-content border-wawi\">\n\t\n\t\t\t<span style=\"color: #f68b25;\"><strong>Additional info:<\/strong><\/span> To add a single item to the shopping list, right-click on the item and select the option <span class=\"highlight\">Add to purchase list<\/span>.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Menge-Einkaufsliste-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Menge-Einkaufsliste-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Menge-Einkaufsliste-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Menge-Einkaufsliste-jtl-wawi-1024x485.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Menge-Einkaufsliste-jtl-wawi-768x363.png 640w\" width=\"1048\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"496\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Menge-Einkaufsliste-jtl-wawi.png&quot;,&quot;w&quot;:1048,&quot;h&quot;:496}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"5\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tIn the <span class=\"highlight\">Quantity<\/span> field, enter the required purchase quantity for your items.<\/li><li class=\"media-single-line\">\n\tDouble-click on the items highlighted in blue to select a variation.<\/li><\/ol><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\t\t<span class=\"mt-1 mr-3 fa-stack flex-shrink-0 fa-1x columnsize-fa-2x\">\n\t\t<span class=\"far fa-circle fa-stack-2x text-wawi\"><\/span>\n\t\n\t\t<span class=\"fas fa-search-plus text-wawi fa-stack-1x\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"media-content border-wawi\">\n\t\n\t\t\t<span style=\"color: #f68b25;\"><strong>Additional info:<\/strong><\/span> Set the same quantity for several items at once: If you want to order several items in the same quantity, select the desired items. To do this, hold down the Ctrl key and click on the items. Enter the required quantity in the field\u00a0below the list view and click <span class=\"highlight\">Apply quantity to highlighted items<\/span>.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Menge-mehrere-Artikel-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Menge-mehrere-Artikel-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Menge-mehrere-Artikel-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Menge-mehrere-Artikel-jtl-wawi-1024x502.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Menge-mehrere-Artikel-jtl-wawi-768x376.png 640w\" width=\"1049\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"514\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Menge-mehrere-Artikel-jtl-wawi.png&quot;,&quot;w&quot;:1049,&quot;h&quot;:514}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"7\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tConfirm by clicking <span class=\"highlight\">Apply<\/span> to close the dialogue box.<\/li><\/ol>\t<p>The items have now been added to the purchase list, which you can view and edit in the <span class=\"highlight\">Procurement<\/span> area.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"adding-items-from-the-purchase-order-proposal-to-the-purchase-list\">Adding items from the purchase order proposal to the purchase list <span id='anchor-adding-items-from-the-purchase-order-proposal-to-the-purchase-list' data-href='#adding-items-from-the-purchase-order-proposal-to-the-purchase-list' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tUse the <span class=\"highlight\">Procurement<\/span> icon to open the purchase management in JTL-Wawi and click <span class=\"highlight\">Purchase order proposals<\/span>.<\/li><li class=\"media-single-line\">\n\tClick <span class=\"highlight\">Generate proposal<\/span>.<\/li><li class=\"media-single-line\">\n\tThen click <span class=\"highlight\">Add to purchase list<\/span>.<\/li><li >\n\tSelect either <span class=\"highlight\">Only add selected items to purchase list<\/span> or <span class=\"highlight\">Add all items to purchase list<\/span>.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Artikel-aus-Bestellvorschlag-Einkaufsliste-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Artikel-aus-Bestellvorschlag-Einkaufsliste-jtl-wawi-1024x635.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Artikel-aus-Bestellvorschlag-Einkaufsliste-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Artikel-aus-Bestellvorschlag-Einkaufsliste-jtl-wawi-1024x635.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Artikel-aus-Bestellvorschlag-Einkaufsliste-jtl-wawi-768x476.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"635\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Artikel-aus-Bestellvorschlag-Einkaufsliste-jtl-wawi.png&quot;,&quot;w&quot;:1500,&quot;h&quot;:930}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p>The items have now been added to the purchase list from the purchase order proposal.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"shortage-from-sales-order\">Shortage from sales order <span id='anchor-shortage-from-sales-order' data-href='#shortage-from-sales-order' class='far fa-link' data-anchor><\/span><\/h2>\t<p>For more information on this topic, click here:<\/p>\n<div class=\"mb-5 btn-helper m--1\">\n\t<a href=\"https:\/\/guide.jtl-software.com\/en\/adding-missing-items-from-sales-orders-to-purchase-list\/\" title=\"Adding missing items from sales orders to purchase list\" class=\"btn-wawi btn m-1\">\n\t\tAdding missing items from sales orders to purchase list<\/a><\/div><h2 class=\"d-flex align-items-center hl-wawi\" id=\"setting-up-the-automatic-workflow\">Setting up the automatic workflow <span id='anchor-setting-up-the-automatic-workflow' data-href='#setting-up-the-automatic-workflow' class='far fa-link' data-anchor><\/span><\/h2>\t<p>You can automatically add items that are currently needed for sales orders and that have insufficient stock to the purchase list using JTL-Workflows. The following documentation explains how to set up a workflow for automatically adding items to the purchase list:<\/p>\n<div class=\"mb-5 btn-helper m--1\">\n\t<a href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/jtl-workflows\/workflow-einkaufsliste-bestuecken\/\" title=\"JTL-Workflows: Adding items to the purchase list\" class=\"btn-wawi btn m-1\">\n\t\tJTL-Workflows: Adding items to the purchase list<\/a><\/div><div class=\"mt-5 card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-wawi\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<p class=\"d-flex align-items-center hl-wawi h4\">Related topics<\/p>\n<ul class=\"list-reset list-icons list-custom-square list-wawi\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/adding-missing-items-from-sales-orders-to-purchase-list\/\" title=\"Adding missing items from sales orders to purchase list\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tAdding missing items from sales orders to purchase list\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/procurement\/assigning-suppliers-to-items-on-the-purchase-list\/\" title=\"Assigning suppliers to items on the purchase list\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tAssigning suppliers to items on the purchase list\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/procurement\/ordering-items-from-the-purchase-list\/\" title=\"Ordering items from the purchase list\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tOrdering items from the purchase list\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/procurement\/generating-purchase-order-proposals\/\" title=\"Generating purchase order proposals\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tGenerating purchase order proposals\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; 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