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 Transfer Cart User 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.
If a user opens multiple PunchOut catalog sessions from the Shop page, each session will open in a separate 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 denoted 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
- Add to Cart: Select when all quantities are completed
After selecting ‘Add to Cart’, the total quantity of item(s) and price is listed behind the Cart. The Transfer Cart User can continue to Shop or go to their Cart by selecting either the Cart or View Cart toastr message indicated below.
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.
The Transfer Cart User searches for the Supplier or may create a new supplier depending on 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 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.