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Shopper Guides Create and Manage Assignees Create a Cart Assign a Cart Unassign a Cart.

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Presentation on theme: "Shopper Guides Create and Manage Assignees Create a Cart Assign a Cart Unassign a Cart."— Presentation transcript:

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2 Shopper Guides Create and Manage Assignees Create a Cart Assign a Cart Unassign a Cart

3 Create and Manage Assignees Task Definition: Select and save a default person who will be getting your cart and completing the order process – known as the Assignee. In this task – Add assignees and set the default assignee by: Assignee first/last name address PennKey Steps: 1)Click on your name along the top and click “View My Profile”  “User Information and Settings” and finally “Cart Assignees”. 2)Search for Assignees by name, address or username. 3)Save selected Assignees to your profile. From the list of results click the button in the column marked ‘Set as Preferred’ The Assignee must have access to BEN Buys as either a Requisitioner or Purchase Order Manager and previously visited the Penn Marketplace. Simulate the action by clicking the gold oval when you see the ‘arrow and oval’

4 Create and Manage Assignees Step 1: Click on your name along the top.

5 Create and Manage Assignees Step 2: View User Information and Settings.

6 Create and Manage Assignees Step 3: Click Cart Assignees under Default User Settings.

7 Create and Manage Assignees Step 4: Click Add Assignee.. to search for assignees.

8 Create and Manage Assignees Step 5: Enter Assignee search criteria and click “Search”.

9 Create and Manage Assignees Step 6: Click Add Assignee to add more assignees to your profile. Step 7: Pick a default Assignee for your future carts.

10 Create a Shopper Cart Task Definition: Search for and select items from the Penn Marketplace and add it a cart you will later assign. Steps: 1) Search for item(s) by: Description Part # Supplier Supplier punch out ordering site 2) Use filters to narrow your search, for example: Supplier Category Unit of measure (UOM) 3) Add the item(s) to your cart1 In this task – Find items and add them in your shopping cart, such as: Office supplies Lab supplies Computer supplies You may repeat the steps in this task as necessary. Simulate the action by clicking the gold oval when you see the ‘arrow and oval’

11 Create a Shopper Cart Step1: Search by a variety of methods, for example: product description, part number, supplier name or Penn specific ordering sites.

12 Create a Shopper Cart Step 2:Filters help narrow your search results. You may use several filters in combination if necessary.

13 Create a Shopper Cart Click [Add to Cart] to add the product into your shopping cart. Enter the quantity for each item selected.

14 Assigning a Cart Task Definition: Name and assign your cart to the person who will complete the order process. Steps – Select your cart from ‘Carts’ tab Name the cart The cart name should help the Assignee know who the cart is from and what it is for Enter Cart comments For example: Why the product(s) is need and for whom How the purchase will be funded Unit of measure (UOM) Select the Assignee Confirm the cart assignment In this task – Describe the need of the requirement and if applicable how the purchase will be funded and send your cart to an Assignee. You may assign your cart to your default Assignee or select a different Assignee as needed. Simulate the action by clicking the gold oval when you see the ‘arrow and oval’ To see this in Shopper...click herehere

15 Assigning a Cart Step 1: Click View My Cart to review cart details. NOTE: Clicking Checkout skips Step 2.

16 Assigning a Cart Step 2: Click Proceed to Checkout. NOTE: Name the cart and click Update makes tracking the cart easier.

17 Assigning a Cart Step 3: Review the cart, add additional comments and click Assign Cart.

18 Assigning a Cart Step 4: Add comments for the Assignee to review and click Assign.

19 Assigning a Cart Step 5: Review the confirmation screen.

20 Unassign Carts Task Definition: Withdraw a cart(s) that has not been picked up yet by an Assignee. Steps: 1)Navigate to the Shopping Cart icon. 2)Click on My Carts. 3)Click on View Draft Carts. 4)Below the “Carts Assigned to Others” section - Click [Unassign] to remove the cart from the Assignee and make it your active cart. In this task – Unassign a cart so you can edit the cart contents and/or the cart comments. The unassigned cart becomes your active cart You can reassign the cart back to the original Assignee or select a different Assignee when reassigning the cart after editing. Simulate the action by clicking the gold oval when you see the ‘arrow and oval’ To see this in Shopper...click herehere

21 Unassign Carts Step 1: Point to the Shopping Cart icon, then My Carts and View Draft Carts.

22 Unassign Carts 1)Step 2: Below the “Carts Assigned to Others” section - Click [Unassign] to remove the cart from the Assignee.


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