Request an order guide from Employee Center

Request multiple catalog items together as an order guide from the Employee Center for a specific purpose.

Before you begin

Role required: requester

About this task

An order guide submits a single service catalog request that contains several catalog items so that you don't have to request each item manually. For more information, see Order guides.

For example, a New Employee Hire order guide can contain several items that new employees commonly need, such as business cards, computer, and cell phone. After selecting this order guide, the customer can then provide information about the new employee, including location and job title. The order guide then submits an order for catalog items like business cards, based on the details provided.

Procedure

1. Navigate to All > Employee Center > IT.
2. Select an order guide from the Catalog.
3. In the Describe Needs section, enter the required information and click Next.
   Note:

   The Next button is disabled until you fill all mandatory fields on the form.
4. In the Choose Options section, enter the requirements for catalog items and click Next.
   Note:

   • If a catalog item has fields that need user inputs, Options is displayed on the accordion.
   • If the fields are mandatory, a red asterisk is displayed beside Options.
   1. To expand or collapse the catalog item information, click the accordion.
   2. To include or exclude the catalog item from the order guide request, set the toggle switch to off on the accordion.
      Note:

      When the item is excluded from the order guide request, the item is not editable and the corresponding mandatory field restrictions are ignored.
   3. To add an attachment for the catalog item, click the Add attachments icon () and select the required attachment.
   4. Click Previous to navigate to the Describe Needs section.
5. In the Summary section, review the order guide summary.
6. Optional: To add the order guide to the shopping cart, click Add to Cart.
   Note:

   When you add an order guide to the cart, you can only edit the order guide instance in the cart.
7. Optional: To go to the Choose Options section and edit the order guide items, click Edit Options.
8. Click Order Now.
   The Order Confirmation window is displayed.
9. From the Request for list, select the user for whom you are requesting.
   Note:

   By default, the user who is logged in is selected in this list.
10. Optional: If required, specify the Delivery Information and Special instructions.
11. Optional: To add one or more attachments for the cart, click the add attachment icon ().

    You can browse and choose the files, drag the files, or copy and paste them in the Add attachments window.

12. Click Checkout.
    The corresponding request is displayed in the My Requests page with the request number, estimated delivery date for the entire order, price, and the order status of individual ordered items.

Related tasks

• Request an order guide
• Create an order guide