The information contained in this knowledge base article are for ESM PurchaseTM users who currently utilize the Transfer Cart Process. It will demonstrate with short text descriptions supported by screen shots for each step explained.
The Transfer Cart User can select various items from assigned catalogs. There are two types of catalogs:
- Hosted Catalogs contain items that are uploaded into ESM Purchase
- Punch-out Catalogs open a customized version of the Supplier’s website.
If a shopping user opens multiple PunchOut catalogs to add items to their cart from the Shop page, each catalog pop-up will open in a separate internet browser window.
- 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 Transfer Cart User can select a catalog or search for items. The System Administrator may have marked a supplier as preferred or with a business classification, which will appear in the search results.
- Filter By: Criteria to narrow down Shopping Results
- Qty: Desired quantity for transaction, may default to one based on customer’s settings
- Add to Cart: Select when all quantities are completed
After selecting ‘Add to Cart’, the total quantity the of item(s) and price is listed in the Cart preview. The Transfer Cart User can continue to Shop or go to their Cart by selecting either the Cart:
or View Cart toaster message indicated below after an item has been added:
The Transfer Cart User creates a Non-Catalog Item by selecting the Non-Catalog option under the Search Bar on the Shop tab. A Non-Catalog Item allows the user to create an item that is not provided in the catalogs, if the Supplier has allowed for it. This item type is usually for customized items or services.
The Transfer Cart User searches for the Supplier or may create a new supplier depending on their user permissions.
Enter the product detail’s required fields (Item/Service, UOM, Qty, and List Price) to create the item and ‘Add to Cart’.
The Transfer Cart can edit the quantity, delete items or add External/Internal Attachments. Then, transfer the cart to a default user by selecting Checkout. More than one transactions are created if the items are from multiple Suppliers. The Transfer Cart User may be able to select a different user to transfer the cart to based on configuration and permissions.
Confirm the transfer by Selecting Yes.
The requester (and the cart recipient) will receive an email notification when the cart is transferred.
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.