Complete sourcing checkout

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read

    • 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.

    Before you begin

    Role required: sn_shop.shopper

    About this task

    During checkout, you can provide information that the procurement team needs about the selected product, product model, or category. Your responses can improve the sourcing processes and overall operational efficiency in procurement.

    Share additional sourcing request info such as pricing details, budget, quotation, delivery address, and timeframe. Follow these steps to provide the sourcing team with the necessary information required to collect quotes or more info for your product or service:

    Procedure

    1. Browse or search for the required product or service from ShoppingHub > ShoppingHub Home.
    2. At Request pricing, specify the quantity or budget.
      Here, you can enter the quantity or the price. While entering the price, you can change your currency type from the list. You can also see the date by which you can get the pricing details on the product details page. This is the sourcing time for the displayed product.
    3. Select Request pricing or info.
      Your administrator may have configured this button to read differently.
      Information relevant to the product or service is displayed in the contextual side panel.
      Request pricing or more information about a product in the Shopping Hub
    4. Follow the on-screen workflow and specify the required information:
      • I need a quote
      • I need a proposal
      • I need a proof of concept
      • I need more information about the products or suppliers
      For example, when you select I need a quote, provide the following information based on whether you're looking for products or services:
      • What project is this request for?
        Note:
        This field is available only when you 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.
      • Why do you need these products?
      • Why do you need these services?
      • Supplier information
        Note:
        If you’ve already contacted the supplier regarding your request, select the appropriate option, and enter details of the supplier contact such as first and last names, job title, and registered email ID. Before you save the supplier contact details, ensure that your admin has set up the email domains for the supplier contacts, and the corresponding records are available in the Supplier Email Domain table.
        For more information on adding suppliers, see:
      • How much do you potentially need?
      • When would you like this delivered? For products, select from these options.
        • As soon as possible for the quickest delivery slot possible. This is calculated based on the product category of each selected product.
        • A specific date if you have a specific delivery date in mind.
        • I am not sure (estimated timeframe) to select a time frame for the product based on date range or term.
      • When do you need this service? For services, select from these options.
        • Within a specific timeframe to provide the start date and end dates of the service.
        • I am not sure (estimated timeframe) to select a time frame for the service based on date range or term.
        Note:
        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. You can specify the term length of the product or service and the term value in days, weeks, months, quarters, or years. Also, when you select a time frame, the order becomes a blanket type order, and you don’t need to specify a payment method during checkout.
      • Where do you want this delivered? Select from these options.
        • To a saved location: In this case, the primary saved address of the logged-in user is displayed.
        • To a work address (already approved): In this case, you must select who is receiving the item, or the business owner.
        • To somewhere else
      Note:
      Based on your configuration, you may see additional information, such as details and attachments. This additional information can help source the service or product quickly.
    5. Select Submit Request.