Using Shopping Hub

Use the Shopping Hub module to request pricing or place an order for products and services. You can also request for products or services that you don’t see in the catalog, revise, replace, or return your ordered products and services, customize your top suppliers, work on your to-dos, and much more.

This video shows the shopper journey, from searching for products in Employee Center to purchasing in Shopping Hub, fulfillment in Source-to-Pay Workspace, and receipt completion in Shopping Hub.

Benefits of the UIB experience

The Shopping Hub (sn_spend_uib) application provides configurable experiences using the Now Experience UI Builder (UIB). This allows you greater flexibility to provide streamlined employee experiences to meet your specific business needs. Some of the things that you can do here include, but isn’t limited to:

• Customize your portals by adding new filters and badges, renaming labels, branding, and so on.
• Expose additional fields or hide fields as required, to meet your business needs.
• Streamline the quick checkout flow using record producer.
• Add pages to provide new experiences.

For detailed information on how to configure your experience with UIB, see Working in UI Builder.

• Log in to Shopping Hub for the first time
  Shoppers who log in to Shopping Hub for the very first time must set up a default delivery location before they can browse products and access the other pages.
• Browse punchout and native catalog items from the Categories and Suppliers lists in Shopping Hub (SH)
  In Shopping Hub, you can view both the punchout (third-party) and the native catalog items from the Categories or the Suppliers list on the Shopping Hub home page.
• 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.
• Complete sourcing checkout
  As a shopper, you can request pricing or more information about a product or service in the Shopping Hub catalog that doesn’t have contractual pricing.
• Shopping cart
  As a shopper, you can use the shopping cart to store all your shortlisted products, both goods and services, so that you can continue shopping and place your purchase request for all products at one go, when done.
• Complete your checkout
  Proceed to checkout when you’ve completed your shopping and have reviewed your shopping cart.
• Purchasing from punchout or third-party suppliers
  Shoppers who are part of the punchout group can navigate to punchout or external third-party supplier sites from ShoppingHub or Employee Center and make purchases. They can view the third-party purchases in the My purchases page on ShoppingHub, and also view the shipment records received from the third-party sites.
• Unified request tracking in Shopping Hub
  You can search for purchased products and services by entering the original purchase record ID or its associated record IDs in Shopping Hub. This includes tracking details from the ordering stage to the fulfillment stage of the procurement process.
• Hide supplier pricing from ShoppingHub
  When creating model categories for grouping your product models, you can decide if pricing is to be displayed in ShoppingHub for supplier products associated to a particular category.
• Requesting for products or services that you don't see on ShoppingHub
  As an employee, shopper, or business owner, you can place requests for one or more products or services that are currently not listed on the ShoppingHub portal. You can do this from ShoppingHub Home or directly from Employee Center.
• Submit a quote
  As a shopper or requester, when an existing quotation for a product or service that you're looking for doesn’t meet your expectation, you can get your own quote and submit it so that a requisition can be processed by the procurement team accordingly. You can submit a quote from Shopping Hub Home or directly from Employee Center.
• Purchase revision flows
  As a procurement administrator, you can leverage or modify the existing workflows to process the purchase modification requests raised by shoppers.
• Return a product
  You can request a return for a product that has been fully or partially delivered to you.
• Submit an edit receipt request from Shopping Hub
  As a shopper, you can revise previously accepted receipts to address any discrepancies, ensuring accurate updates to purchase orders, purchase order lines, and received quantities.
• Shopper to-dos
  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.
• Create an employee credit
  Manage and track credits that an employee shopper is allocated to in Shopping Hub, by creating an employee credit. If a credit already exists, allocated to an employee, it shows up as a payment option in Shopping Hub, and is created as a cost allocation entry at the backend.
• Create a credit allocation rule
  Assign an amount of credit that an employee shopper can use in Shopping Hub, by creating a condition-based allocation rule.
• Create a paycheck period
  Assign a time period for an employee shopper to pay back costs in excess of the allocated credit amount in Shopping Hub Home, by creating a paycheck period.
• Shopping controls overridden by credits
  As a shopper, you can use employee credits to purchase a restricted set of supplier products based on the category or product model. At the same time, you could be restricted, via Shopping Control, from viewing those supplier products.
• Shop with employee credits
  Shop products from the various categories in Shopping Hub Home with employee credits that are allocated to you. You can search, browse, and shop from all open categories as well as from those restricted categories for which credits have been assigned to you.
• Alerts and email notifications from ShoppingHub
  Several alerts and email notifications are triggered from ShoppingHub. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including blanket contracts.
• Prioritize Shopping Hub email notifications
  To ensure that your customers receive the focused Shopping Hub email notifications, over the global notifications that are sent by default from the platform team, you can manually add a condition to suppress them.

Related concepts

• Using Shopping Hub Mobile
• Using Procurement Case Management
• Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace
• Using Spend and Savings Management
• Using Sourcing Pipeline Management
• Service portal configuration for ShoppingHub
• My purchases on Shopping Hub

Related tasks

• Install Sourcing and Procurement Operations
• Configure punchout for third-party site purchases
• Customize your top suppliers on Shopping Hub

Related reference

• Application plugin installation sequence in Sourcing and Procurement Operations
• Setting up primary data for ShoppingHub