Why can’t certain database items be added to a requisition?

If you are attempting to create a requisition and cannot find specific items in your database, it is usually due to how those items are restricted or mapped within the system. Below are the three most common reasons and how to resolve them.

Items Are Not Associated with a Supplier

By default, Tradogram requires items to be linked to at least one supplier to appear in the requisition search. This ensures the system knows which vendor to assign the eventual Purchase Order to.

How to fix this:

  1. Click on the Items tab in the left-hand navigation menu.
  1. Select the Item you are looking to add to the requisition to open its profile.
  2. Navigate to the Suppliers tab within the item profile.
  1. Select Add Supplier and assign at least one supplier to the item.

Note: This requirement only applies if the setting "Associate Database items directly with supplier" is enabled in your Branch Profile settings.

Items Are Restricted to a Different Branch

Items are often created within the context of a specific branch. If you are creating a requisition in "Branch A," but the items were only added to "Branch B," they will not appear in your search.

How to fix this using Global Categories: To make items available across multiple branches without recreating them, you can use Item Categories to bridge the gap:

  1. Click the Categories tab (under Items) on the left-hand menu.
  1. Click Add New Item Category (or edit an existing one).
  2. In the branch selection area, ensure you select Make this item category available to all branches.
  1. Any item assigned to this category will now be accessible regardless of which branch the user is logged into.

Departmental Category Restrictions

If a user selects a Department for their requisition, the available items may be filtered based on that department's specific permissions. If a department is restricted to only use certain "Item Categories," any item not belonging to those allowed categories will be hidden.

How to check and fix this:

  1. Navigate to Manage Branch.
  1. Navigate to the Departments section.
  1. Edit the department in question and locate the Category Restrictions section.
  1. To resolve the issue, you can either:
    • Change the selection to "All Categories".
    • Manually check the box for the specific category you need to add.

Administrative Note: For all of the options listed above, if you do not see the option to make these changes, please reach out to your Company Admin to make the necessary updates.

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