Create lists and define the responsibility level for each administrator or manager

 

The purchase lists allow you to manage several carts simultaneously. You can create
thematic lists or lists by date, by budgetary item, etc. Besides giving a title to each list
and adding an explanatory note if desired, you need to:

• link sub-accounts to the list, i.e. choose the secondary accounts that can be included in the list;
• define who can access the list (whether it is restricted to yourself or also available to the managers for the associated secondary accounts).

Let us take, as an example, the account administrator for a school board who manages 15
schools. At the beginning of the year, he creates a “Primary French” list that is solely
available to the 10 primary schools, a “Secondary French” list available to the five
secondary schools, and a “Psychology – Pedagogy” list open to all of 15 establishments. At all times, he can:

• View who orders what in each list;
• Know which establishment has completed its lists;
• Apply budgetary monitoring by list or by establishment;
• Transform lists into firm orders;
• Manage the billing and delivery options (by bundle or individually);
• Authorize an establishment to modify a closed list.

 

To create a list:

• In the “My lists” tab, click on “Create a new list”;
• Give your list a title;
• You may want to associate an explanatory note to the list;
• Select accessibility in the entry “Can be viewed by”;
• Select which sub-account managers are authorized to participate in the list;
• Validate the list by clicking on “Create the list.”

To create other lists, repeat the same operations. You can create up to 10 lists; the list
summary can be viewed at all times under the tab “My lists” .