Service Requests and Non-catalog Orders Using Web Forms

Web Forms, also known as non-catalog request forms, provide the means to request a product or service that is not featured in a catalog in the BuyerQuest system.

Use Web Forms for Service Requests and Non-catalog Orders

BuyerQuest accommodates requests for products or services not featured in a catalog through the setup and use of a non-catalog order, or Web Form. Administrators create Web Forms in the Admin Control Panel for orders for services and items not available from catalogs. 

Service Requests Video

Robust functionality supports the creation of a one-stop shop for a fully array of service requests, including requests for internal and external suppliers, one-time projects, links to external provider sites, and requests from approved suppliers at negotiated rates. 

The video provides an overview of the types of Service Requests supported by the BuyerQuest platform.

Access to Web Forms

Buyers needing to place non-catalog orders can access Web Forms in several ways:

1. From the Services area on the Main Menu.
2. Use a Web Form configured as a product and available from the category page. One Web Form per category is accommodated.
   Administrators can inform buyers of specific instances where a product is set up as a Web Form.
3. From the search results page, where a specific Web Form is configured by your organization as the default for a non-catalog order. 
4. As a CMS block available on your Home Page.

Use a Service Form 

Services are a type of non-catalog order. If your organization has forms for Services configured, you may find them in the Main Menu under Services, when availability and permissions allow.

1. Forms for Services configured by your organization can appear in the Services area of the Main Menu.
2. Review specific instructions for using the Services form.
3. Service forms may be linked to RFQs, when appropriate, and for easy access to your organization's standard RFQ forms.
4. Complete the Order Header fields.
5. Complete the Order Details.
6. If additional line items are needed in the order, for each additional item, click on Add another item and complete the Order Details block. 
7. Add any attachments for Related Documents.
8. Add to cart.

The item will appear in your cart where you can Assign, Transfer, or Checkout as appropriate for your workflow.

Access a Web Form through the Search Results Page

When you run a search, the search results display page features a link to create a Non-Catalog Request. Use this link to access the default non-catalog order form (Web Form) configured by your organization.