Using the Shopping Cart

In the Shopping Cart application, you can view, edit and submit your cart, or you can create a cart template from a list of items in your cart.

In the Shopping Cart application, you can:
  • Enter general information for the catalog request:
    • Description – By default, the Description field is set to a combination of the logged on user and timestamp. You can change this description to be something meaningful, such as "My Manager's New IP Address".
    • Requested By, which is the logged on person doing the ordering. However, it can be changed to another user for cases where a person is requesting an item for someone else, for example. an administrative assistant ordering an item for a manager. This is a required field.
    • If any offerings in the cart are defined as Shipping Info Required = True, then a Shipping Info section will display in the cart, and all fields in this section are required:
  • View or modify item information in the cart table as follows:
    • Click on the Offering name to open offering dialog. In the dialog you can edit attribute values, add/delete attachments, modify the Requested For user, and Add/Remove offering from Favorites.
    • Click the Service Request number to open the pending Service Request associated with the offering. Click the Update Service Request button to add a Service Request Log entry.
    • Click the Requested For lookup to change the value to another user, where the current user is requesting an offering on behalf of someone else. The default value is the value of the Requested By field, the person doing the ordering. This is a required field.
    • Click the delete Delete icon next to the offering to delete individual offerings from the cart.
      Note: Offerings in a cart can not be individually deleted if associated with a Service Request Log entry. You must delete the log entry first.
  • Choose to take any of the following actions:
    • Continue Shopping – to return to the Offering Catalog and order more offerings.
    • Submit – to submit the cart which results in the creation of a service request for each offering in the cart.
    • Create Template – to create a cart template from a list of offerings in the cart. This is useful if you want to create a cart template for offerings that you commonly need to order.
    • Update Template – to replace an existing cart templates with selected items in the current cart. Update Template is only available if the cart has at least one offering and at least one cart template exists.
    • Add Template to Cart – to add the contents of the template to the cart for each user selected in the Add Template to Cart dialog.
      Note: This button only appears on the Shopping Cart application if at least one cart template was created using the Create Template button, or if someone created a copy of their template for you.
    • Save Changes – to save the contents of the cart so that you can submit it later. Choosing Save Changes also saves any changes made to the cart data, such as the description.
    • Empty Cart – to clear the contents of the shopping cart.
      Note: If cart items have a Service Request Log entry, the offerings are deleted from the cart. You cannot individually delete a cart offering with memo.
Parent topic: Using the Shopping Cart

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