Shopper to-dos

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • As a shopper, you can have to-dos assigned to you, related to your purchases, for you to act on. You can view your to-dos by selecting the user icon on ShoppingHub Home.

    To-dos are specific to the logged-in user, so you can view them when logged in and Shopping as Myself. When shopping as another user, you can’t see any to-dos unless you’re set up as a delegate for that user. If assignments and approvals are selected for the delegate, you can view and work on the to-dos and approvals accordingly.

    Figure 1. Shopper to-dos
    Viewing your to-dos by selecting the user profile on ShoppingHub Home

    This section includes purchase request approval tasks, purchasing tasks, procurement tasks, receipt tasks, and acknowledgment tasks. Selecting assignments also means that the delegate can view the to-dos on the purchase details page.

    You can select a to-do to view the details of the task, and view and upload attachments associated with the to-do. You can also track the updates on a selected to-do by selecting the Activity tab. You can also compose a message and tag a person you want to address, with "@<primary contact name>", in the Comments field. An instructional message is displayed above the Compose section that dynamically shows who the primary contact is for the associated purchasing task. The specified user receives an email notification.

    Here's a look at the types of shopper responsible to-dos that can be listed under My to-dos:

    • Approvals tab: Approval tasks: Approve your purchase requisition
    • Other to-dos tab
      • Purchasing tasks
        • Provide more details on your purchase
        • Request clarification on a purchase request (approver task)
        • Provide clarification on your purchase
        • Compare quotes and select a supplier
      • Procurement tasks
        • View a link or video
        • Upload a document
        • Sign a document
        • Submit a form
      • Receipt tasks
        • Confirm receipt of your order and quantity
        • View shipment details of your order
        • Confirm meeting a milestone for your service
      • Review your invoice acknowledgment
      • Review your service acknowledgment

    Each of these to-dos displays specific information and have a specific action for the shopper to complete.

    As a shopper, you can have visibility into to-dos, attachments, and activity stream views of purchase requests and orders. You can perform similar actions from the purchase order or order line section.