You can make requests for other identities (such as department managers). You can only request products from the shops where the identity is a customer and for which you are responsible.
If you are logged in to the Web Portal with your main identity, you can trigger a request for yourself and for your subidentities at the same time. If you are logged in with your subidentity, you can only make requests for the current subidentity.
To request products for other identities
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In the menu bar, click Request > My Requests.
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On the My requests page, click Start a new request.
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On the Request page, click Change next to the Recipient field.
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In the Recipients dialog, click the identities in the list for which you would like to request products.
NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.
The selected identities are listed under Selected.
TIP: To remove an identity from the recipient list, click the respective identity under Selected.
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Click Close.
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Add the products to the shopping cart (see Adding products to the shopping cart) that you want to request for the selected identities.
TIP: If you want to find out which products are already assigned to the selected recipients, on the Request page, click Actions > Check requests for this recipient.
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(Optional) Edit the shopping cart (see Managing products in the shopping cart).
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Submit the request (see Submitting requests).
Related topics
You can request products that other identities already own. The Web Portal offers you various options for this:
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Request by reference user: You can display all the products of a specific identity and request them as well.
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Request by peer groups: You can display and request products that other identities within your system have already requested. As a manager, you can also see products from the peer group of an identity that you manage.
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You can request products that a particular identity already owns. This is called requesting by reference user.
Products you cannot request are marked with a red cross in the product view.
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In the menu bar, click Request > My Requests.
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On the My requests page, click Start a new request.
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On the Request/ page, click Actions > Select a reference user.
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In the Select an identity dialog, in the list, click the identity whose products you also want to request.
NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.
This opens the Requests for <identity> page and lists requests, memberships, and entitlements of the selected identity (see Requests for identities (page description)).
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Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).
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On the My Shopping Cart page, click Submit.
Related topics
You can see and request products that other identities within your environment have already requested. As a manager, you can also see products from the peer group of an identity that you manage. This way, you have a quick method of requesting products that are important to you or your responsible identities.
A peer group contains all the identities that have the same manager or the same primary or secondary department as the request recipient.
To request other identities' products
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In the menu bar, click Request > My Requests.
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On the My requests page, click Start a new request.
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(Optional) If you want to make a request for another identity or check which products have been requested by their peer group, proceeds as follows:
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On the Request page, click Change next to the Recipient field.
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In the Recipients dialog, in the list, click the identity who is going to receive the products.
NOTE: The list may contain a maximum of one identity. To remove an identity from the list, click on the corresponding identity.
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Click Close.
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On the Request page, click Actions > Show products other identities requested.
This opens the Products other identities requested page that lists requests, memberships, and the peer groups of the selected identity (see Products other identities requested (page description)).
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Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).
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On the My Shopping Cart page, click Submit.
Related topics
