This document provides a condensed overview of the ESM PurchaseTM Transfer Cart Process. It will demonstrate with short text descriptions supported by screen shots for each step explained.
The Requester can select various items from assigned catalogs. There are two types of catalogs: Punch-out and Hosted. A Hosted Catalog contains items that are uploaded into ESM Purchase, and a Punch-out Catalog opens a customized version of the Supplier’s website.
- Search Items: Search for items from assigned catalogs
- Information Box: Entity-wide material determined by Sys Admin
- Category: Header to group catalogs
- Catalog: Icon for easy access to assigned catalogs
The Requester can select a catalog or search for items.
- Filter By: Criteria to narrow down Shopping Results
- Qty: Desired quantity for transaction
- Add to Cart: Select when all quantities are completed
After selecting ‘Add to Cart’, the total quantity of item(s) is listed behind the Cart. The Requester can continue to Shop, or go to their Cart by selecting either of the two options highlighted below.
The Requester creates a Non-Catalog Item by selecting the downward facing caret on the Shop tab. A Non-Catalog Item allows the Requester to create an item that is not provided in the catalogs, if the Supplier has allowed for it.
The Requester searches for the Supplier and selects ‘New Item’. The Product Detail has required fields to create the item and ‘Add to Cart’.
The Requester can add line-item level notes and attachments, edit the quantity, or delete items. Then, Convert Cart to X transaction(s) by selecting Continue. More than one transaction is created if the items are from multiple Suppliers. The transactions are sent to a pre-determined user to complete. The Transfer Cart user may have the option to update the user by selecting ‘edit’.
If a Transaction is Deleted, an Email Notification will be sent to the Transfer Cart User.
Note: The cart recipient can access provided notes and attachments at the line-item level.
Please select the link below to access the PDF.