Create a request

To get started with Intake, you'll just need to ask KIT a question or describe what you need to purchase, goods or services. We'll help you add all the essential details and then route your request to your buyer team when it's complete.

Access Intake: From the menu, click Create and then select Ask AI Assistant.

1

Describe what you need

Enter a description of the goods or services that you need to purchase. The more details you include, the better we can guide you through the process. Click Get started to proceed.

Need some help? See What should I include in my request?

2

Confirm your request

We'll suggest a category and a budget, and then compare your request to your company's policies and procedures, suggesting next steps. For example, if your company uses catalogs when a request is under a certain value, we can let you know if your request qualifies. Click Process with the request to continue.

3

Define and Edit the items or services relevant to your request

Based on your initial input, the system will recommend the item or service lines of the request. It will also look to see if there are any catalogs, punchouts or rate cards available to buy off of. You can add or remove any lines as you see fit, browse the suggestions and punchouts to finalize your request.

4

Answer request-specific questions

Based on your description, we'll guide you through a few request-specific questions to ensure we include all the essential information on your request. Depending on the detail of your initial description, we'll try to enter some of this information for you, and you can confirm the answers. You can add additional information or skip questions as needed. For service requests, you'll see another screen to help you generate a scope of work.

5

Create your request

Click Complete request. We'll use the provided information to create a request and route it to the appropriate buyer team. Until reviewed by your buyer team, you can review your request from your Requests list.