How to add descriptions to an Item

Updated 5 months ago by Jean Acosta

You can add a Description to an item while creating a request by following the next steps:

1. Go to My Requests.
2. Click on +New Request
3. On Step 3: Cost, click on Add Items:
   1. In the Request Items screen, under the Item name field, you will find the Description field if you want to add items manually.
   2. Alternatively, you can also add items in bulk by clicking the +Bulk Add button on the top the Request Items screen to upload via spreadsheet.

Additionally, you can also add a Description to an Item while creating a PO. To do this:

1. In the ‘PO Generator’ view, find the ‘Items’ section.
2. Locate the Item in question.
3. Click on the three dots to the left side of the item and click ‘Edit’.
4. In the ‘Edit PO Item’ popup screen, add your item description in the ‘Description Detail’ field.

Alternatively, if you’re a user with Purchasing or Admin permissions, you can also add Descriptions to items in the Items Catalog, and it can be applied to either newly created items, or for existing ones, which can be edited. To do this:

1. Head over to the Manage tab.
2. Go to the Items subtab.
3. Click on +Add Item. You will have the option to add a single or multiple items:
   1. If you select Single Item, a small popup screen will be available for you to enter all details (description included).
   2. If you select Multiple Items:
      1. In the Request Items screen, under the Item name field, you will find the Description field if you want to add items manually.
      2. Alternatively, you can also add items in bulk by clicking the +Bulk Add button on the top the Request Items screen to upload via spreadsheet.

How did we do?

Related Articles

• How to use OCR to extract items and data from a quote?
• How can I add more items to my PO?
• How to add line items with different delivery dates to a PO?