Configure purchase requisition line-level questions in ShoppingHub

As a procurement administrator, you can create configurable, line-level questions for shoppers to provide the information needed to complete the purchase during the checkout process in Shopping Hub. These questions are defined in Catalog Builder and specific to certain products or product categories.

Before you begin

Role required: sn_shop.procurement_administrator

About this task

Plugin required: Shopping Hub (sn_spend_uib)

Use a record producer to create a custom set of questions to ask shoppers during the quick and full checkout for specific products or product categories. Build this record producer in Catalog Builder using the ShoppingHub: Additional information on supplier products or product models or product categories template. For information on how to create a record producer, see Create a catalog item using a template.

Shopping Hub checks for the existence of the record producer used for the additional information configuration in the specified order:

• Supplier product
• Product model
• Product category
• Parent category

Procedure

1. Navigate to Supplier Products, Product Models, or Model Categories.
2. Select and open a record for a supplier product, product model, or a model category.
3. In the Related Links section, select Add additional information.
   

   The Create record producer page opens in Catalog Builder.

4. In Catalog Builder, configure a record producer using the ShoppingHub: Additional information on supplier products or product models or product categories template.
   This record producer is used to store additional information from a shopper specific to a purchase.

   Note:

   For information on how to create a record producer, see Create a catalog item using a template.
5. Navigate to ShoppingHub > Administration > ShoppingHub Configuration.
   
6. In the Name field, enter a name for the configuration.
7. In the Configuration type field, select the Additional Information.
8. In the Content details tab, do one or more of the following as needed.
   • In the Supplier product field, search for and add a supplier product that you want to display additional information at checkout.
   • In the Product model field, search for and add a product model that you want to display additional information at checkout.
   • In the Product category field, search for and add a product category that you want to display additional information at checkout.

   Note:

   Shopping Hub checks for the existence of the record producer used for the additional information configuration in the specified order:

   • Supplier product
   • Product model
   • Product category
   • Parent category
9. In the Record producer field, search for and select the record producer you created.
   You must first create this record producer using the ShoppingHub: Additional information on supplier products or product models or product categories template.
10. Select Submit.
    The questions added in the record producer for a specific product, product model, or product category appear during checkout in Shopping Hub.