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Create Buyout

Path: /buyouts/create

This page is for preparing and submitting a new buyout request to the purchasing department.

Page Layout​

  • Back to History Button: Navigates back to the Buyouts History page.
  • Title: Displays the solution name.
  • Refresh Data Button: Reloads the material data from the workbook.

Data Summary​

  • Displays chips with counts for Excel Items and Prior Buyouts.
  • Shows warning or error alerts if there are issues with the data.

Display Controls​

  • Sort Select: A dropdown menu to sort the materials list.
  • Include All / Include None Button: Toggles the selection of all items in the grid.
  • Hide Zeros / Show Zeros Button: Toggles the visibility of items with a quantity of zero.
  • Show Stone, Glass, Other Checkbox: A checkbox to filter the types of materials shown.

Materials Grid​

A table listing all materials available for the buyout. Each row represents a material and includes details and a checkbox to include it in the submission.

Buyout Notes​

A text box to add notes that will be sent to purchasing along with the buyout.

Ship to Job Site​

A checkbox to indicate if the materials should be shipped directly to the job site.

Bottom Action Bar​

A fixed bar at the bottom of the page with a Submit to Purchasing button.

Page Actions​

Clicking Submit to Purchasing​

  1. A confirmation dialog appears, asking to confirm the submission.
  2. Clicking Submit sends the selected materials and notes to purchasing.