Order a product with quick checkout

Order a product or service that you want to purchase from the product catalog available on Shopping Hub Home.

始める前に

Role required: sn_shop.shopper

手順

1. Navigate to All > ShoppingHub > ShoppingHub Home.
   If you’re shopping for someone else as a delegate, select the appropriate shopper from the Shopping as list.

   注:

   This option is visible only if you’re configured to delegate for another employee shopper.
2. Browse for the required product or service in one of the following ways: .
   • Search for the item.
   • On the Shopping Hub home page, use the Categories or the Suppliers list.
   • If you’re a returning shopper, find your recently viewed items on the home page.
   On the product details page, you can see the price of the product and the probable date of its delivery.

   If the pricing isn’t available and you need to contact the supplier for it, you can check the expected date by which the pricing details will likely be provided. For more information, see Complete sourcing checkout.

3. Place an order for a product or service that has pricing.
   1. Select Quantity or Budget as appropriate.
   2. Enter the quantity that you need or the budget at your disposal.
      注:

      • When placing an order for a service, you can enter quantities with up to four decimal places.
      • The budget you provide automatically calculates the quantity for the product and the corresponding price. While entering the price, you can change your currency type from the list.
   3. Do one of the following actions:
      • To perform a quick checkout with your selected product, select Request to buy.
      • To save your product to your cart and continue shopping, select Add to cart.
        注:

        For more information on how to use your shopping cart, see Shopping cart.

        図 : 1. Order a product with quick checkout

        

   4. On the form, fill in the fields.

      表 : 1. Quick checkout form

      Field	Description
      Where do you want this delivered?	Location where you want your product to be delivered. The options are: To a saved location 注: The recipient is the logged-in user or the delegated user. To a work address (already approved) To somewhere else
      When do you need this product?	Date range when you want your product to be delivered. The options are: As soon as possible: For the quickest delivery slot possible for the product. This is calculated based on the product category of the selected product. A specific date I have a time frame in mind (a blanket order) 注: You can select a date or date range that is in the past, present, or future. If you select a date range, you must enter your requested start and end dates to proceed.
      Payment method	Method of making the payment. Select a cost center from the list, which is defaulted with your assigned cost center. You can also add multiple cost centers, if necessary, and save them for future use. 注: Verify that the total percentage of all the cost centers doesn’t exceed 100%. You can view the cost center and allocation breakup from the purchase requisition that is created, by navigating to the Cost Allocations related list of the associated purchase requisition line. If you have available credits, the same is displayed here as a mode of payment. For details, see Shop with employee credits.

      注:

      If you change the quantity or delivery location during checkout, the shipping and tax estimates are recalculated and updated accordingly. The cart line is also updated with the new estimates.
   5. Based on whether the purchase is for an existing project, select one of these options.

      表 : 2. Purchase options

      Field	Description
      No	Purchase isn’t for an existing project.
      Yes	Purchase is for an existing project. Enter the project details as required. 注: You must have the Procurement with Project Management (sn_spend_ppm) application installed, and also have the IT Project User role. For more information, see Sourcing and Procurement Operations integration with Project Management.

   6. In the Purchase reason field, provide your reason for making the purchase.

      図 : 2. Purchase reason and watchlist for the purchase request

      

   7. In the Watchlist field, select one or more users to be added to the watchlist of the purchase request.
      The users on the Watchlist receive email notifications when specific conditions are fulfilled and the purchase request status is updated. By default, you can add up to 20 users in the watchlist. You can modify this value by configuring the system properties. For more information, see Components installed with Sourcing and Procurement Operations.

      注:

      This limit for the number of users on the watchlist is applicable only while making the purchase request. You can add more users to the watchlist after the purchase request is created. However, you can add more users only at the purchase requisitions page.
   8. Add any supporting documents for this purchase as attachments, if applicable.
      注:

      You can download, remove, or rename the attachments, as required. These attachments are also appended to the associated purchase requisition for reference.
   9. Select Submit request.

次のタスク

• Review your purchase. After you complete your checkout, select Review your purchase to view the details or your order.
• To review your orders anytime later, you can select My purchases from your profile on ShoppingHub.
  • View the list of all purchases placed from your shopping account.
  • Track the progress of an order, review to-dos, and so on.
  注:

  For more information, see My purchases.