Shopper Guide v.3: 3/23/16

Transcription

1 Shopper Guide v.3: 3/23/16

2 SMARTOCI: ADMINISTRATOR Table of Contents 1) Getting Started...4 What is smartoci?...4 Shopper Browser Versions...5 Logging in...6 Issues Logging In (smartoci Access Issues)...6 2) Shopper Homepage...7 Shopper Homepage Concepts & Anatomy...7 Supplier Card Types (Internal vs. Punchout)...9 3) Catalog Search...11 Search Bar...11 Advanced Search...13 Category Tree Search...14 Supplier-Specific Search...15 Save Searches...16 Search a Punchout Catalog ) Catalog Search Results...19 Search Results Page Anatomy...19 Item Details...21 Compare Products ) Lists & Favorites...24 Create a Custom List...24 Add an Item to Favorites...25 Remove an Item from a Favorites List...26 Transfer List Items...27 Delete a List ) Non-Catalog Free Text Line Item Requests...29 Approved Vendor List (Find Non-Catalog Vendors)...29 Create a Non-Catalog Free Text Line Item...31 Create a Limit Order Free Text Line Item...33

3 7) Shopping Cart...35 Shopping Cart Anatomy...35 Add Internal Catalog Items to the Cart...37 Add Punchout Catalog Items to the Cart...38 Add Favorite List Items to the Cart...39 Add Internal Catalog Configurable Items to the Cart...40 Add Level II Punchout Configurable Items to the Cart (Order From Supplier)...41 Add Free Text Line Items to the Cart...43 Last Update: 4/1/2016 v.3 Page 3

4 1) GETTING STARTED OCI stands for Open Catalog Interface. But before we get started, what exactly is smartoci? WHAT IS SMARTOCI? smartoci is a web-based content management system and catalog search engine. It allows corporate buyers and Shoppers to search for products and services from a global supplier base and return the requested data back to the organization s e-procurement system. smartoci is a state of the art B2B (business to business) e-commerce platform, allowing organizations to improve the shopping experience for their Shoppers, while continuing to capitalize on their existing ERP investments. This is made possible by the fact that smartoci integrates with industry leading ERP systems like SAP or IBM Maximo. It allows Shoppers to Punchout to smartoci and take advantage of its user friendly B2C-like shopping experience. Then, Shoppers can transfer their compiled shopping carts to their respective ERP systems Purchase Requisition. Integrating smartoci with existing ERP systems is simple, and offers Single Sign On (SSO) capabilities. This allows Shoppers to securely log into their smartoci Marketplace, without having to manually provide user credentials again and again. This also removes the burden of maintaining duplicate user records for Shoppers in smartoci. Organizations can continue to utilize their existing solutions to manage Shopper user accounts. smartoci allows organizations to take advantage of the rich user experience, using the latest industry standard browsers. See the Shopper Browser Requirements section for more information. Last Update: 4/1/2016 v.3 Page 4

5 SHOPPER BROWSER VERSIONS Listed below are the supported browser versions as of February For organizations using older versions of browsers, like IE7, smartoci offers a slimmed down Lite version of the user experience. Browser Internet Explorer 8+ Firefox 20+ Safari 5+ Google Chrome 26+ Support X X X X Last Update: 4/1/2016 v.3 Page 5

6 LOGGING IN Since smartoci is not a stand-alone system, meaning Shoppers gain access the smartoci Marketplace through their external ERP system (i.e. SAP, IBM Maximo, etc.). The company Administrator configures this connection for the users, and the access process will vary by organization. ISSUES LOGGING IN (SMARTOCI ACCESS ISSUES) If the Shopper encounters the following error when accessing smartoci, the organization s Master Administrator must be notified. There are two types of login errors defined and pictured below: Invalid Login Credentials o Let the Master Admin know that they need to review the smartoci credentials provided in the Punchout link set up in the originating ERP system. No Access to Catalog Content o Let the Master Admin know that they need to review the Shopper s Content Group Association in order to grant the proper access to content. Last Update: 4/1/2016 v.3 Page 6

7 2) SHOPPER HOMEPAGE SHOPPER HOMEPAGE CONCEPTS & ANATOMY 1. Your Logo Icon: Clicking on it brings you back to the landing page of smartoci. 2. Search Bar: You are able to search across catalogs and catalog content. 3. Your Name/Account: Your account gives the Shopper access to the organization s customized Help page. 4. Cart: Items can be placed in the cart to check out and transferred into a Purchase Requisition. The number of items are displayed on the Cart icon. 5. Lists: This is an optional function for Shoppers to name and create Lists of frequently ordered and favorited Internal Catalog items. 6. Not In A Catalog: The Not In A Catalog link allows Shoppers to create Free Text Line items to be placed in the cart in the event that a product or service cannot be found in any of the catalogs. Your organization s Master Administrator has the ability to hide or unhide this feature. Last Update: 4/1/2016 v.3 Page 7

8 7. Category Tree: This can be used by the Shopper in combination to the Search function to explore and filter Internal Catalogs by Product Category. 8. Announcements: Announcements are a type of Homepage Card created by the organization s Administrator for Shoppers to review. Announcements can be targeted to specific sets of Shoppers by their designated Content Group. Announcements, unlike the Information Card and Welcome messages can be dismissed by clicking the X. 9. Information: This is a type of Homepage Card created by the organization s Administrator for Shoppers to review. Information Cards can be targeted to specific sets of Shoppers by their designated Content Group. 10. Welcome: This area is either a Welcome text or image, visible to all Shoppers in an organization. 11. My Searches: The Saved and Recent Searches allows the Shopper to perform the same search again. The results may vary based on the Shopper s assigned catalog content and updates to catalogs. 12. Suppliers: The Suppliers area displays the catalogs that a Shopper has access to, including both Internal Catalogs and Punchout Catalogs. Hover over the Supplier and click the link to view items only from that Supplier. Last Update: 4/1/2016 v.3 Page 8

9 SUPPLIER CARD TYPES (INTERNAL VS. PUNCHOUT) The Supplier section on the Homepage displays the Catalog Supplier Cards available to the Shopper. This area does not include Non-Catalog vendors that require a Free Text Request to create line items. See any of the Free Text Request sections for more information about Not In Catalog item creation. This section defines and differentiates Internal (Integrated) Catalogs, Punchout Catalogs and Level II Punchouts. Hovering over each Supplier Card indicates the type of each catalog. Internal Catalog: Internal, or Integrated Catalogs are those that are previewed and uploaded by your organization s Administrator into the smartoci Marketplace. The search bar allows you to search across multiple vendors at the same time to add products or services to the Shopping Cart. When hovering over the Supplier Card on the Homepage, Internal Catalogs can be indicated by the Browse link. Clicking the Browse link displays items only available from that catalog to the Shopper. Last Update: 4/1/2016 v.3 Page 9

10 Punchout Catalog: Punchout Catalogs, like Internal Catalogs can be used to add items to the Shopping Cart. When hovering over a Punchout Catalog Supplier Card, there is a link with the Vendor Name. Clicking this link punches out to the vendor website. Shoppers are redirected away from the smartoci Marketplace to the supplier website to search for and select items. Once Shoppers check out of the external website, the items are transferred back into the smartoci Cart. See the Shop from a Punchout section for more information. Level II Punchout Catalog: A Level II Punchout is a combination of both an Internal Catalog that has been uploaded by the Administrator, as well as a Punchout. A Level II Punchout is where a Shopper can search through a vendor s catalog locally, but then punchout to the vendor website, in order to get the latest pricing information for the product, or configure it with optional extras. This flow is facilitated by the fact that internal catalog items that are set up for a Level II Punchout, display an Order from Supplier button instead of an Add to Cart button Last Update: 4/1/2016 v.3 Page 10

11 3) CATALOG SEARCH This sections in this chapter describe the many ways of searching catalogs available in smartoci. SEARCH BAR The Search Bar on the Homepage allows shoppers to search across all Internal Catalogs at the same time. Follow the steps below for instructions. 1. From the smartoci Homepage, click inside the Search Bar and type in a description, keyword or Product ID. The system will automatically display related items that can be selected in the drop down menu. 2. Click the Magnifying Glass icon to execute the search. The search results will appear. TIP! smartoci allows Shoppers to use different types of searching methods. See the chart below for more information. Last Update: 4/1/2016 v.3 Page 11

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13 ADVANCED SEARCH Shoppers can expand the smartoci Search Bar, to reveal the Advanced Search options for Internal Catalogs. These options allow Shoppers to tell the search engine how exactly to interpret their query. 1. From the smartoci Homepage, click the carrot inside the Search Bar to display the Advanced Search options. 2. Fill out one or more of the text fields. 3. Click the Magnifying Glass icon to execute the search. 4. To exit the Advanced Search function, click the X near the top right of the drop down. Last Update: 4/1/2016 v.3 Page 13

14 CATEGORY TREE SEARCH Shoppers can utilize the smartoci Category Tree to locate products or services from Internal Catalogs, based on their classification. The tree is set up by the company Administrator to go up to three levels deep. Each Shopper gets their own unique Category Tree, based on the content that has been assigned to them. This section shows how to use the Category Tree to search for catalog content. 1. On the left of the smartoci Shopper Homepage, there will be a list of available Product Categories. Shoppers may click on the category to display relevant items. 2. If there is a carrot, hover over the link to reveal additional more specific subcategories, up to 3 levels deep for more specific search results. Last Update: 4/1/2016 v.3 Page 14

15 SUPPLIER-SPECIFIC SEARCH smartoci Supplier Cards allow for Shoppers to view the items available by vendor. This section shows how to view a supplier s available item list. 1. From the Shopper Homepage, navigate to the Suppliers area. Hover over the Internal Catalog to reveal a Browse link. 2. Click Browse. All of the available Internal Catalog content for that supplier will be displayed. TIP! When hovering over a Supplier Card that reveals the Vendor Name instead of the Browse link, it means that that is a Punchout Catalog. Clicking the Punchout link will open a new window for the Shopper that displays the vendor website. Last Update: 4/1/2016 v.3 Page 15

16 SAVE SEARCHES The Save Search feature in the smartoci Marketplace allows the Shopper to perform the same search again for Internal Catalogs. The search results may be different based on the Shopper s assigned content and any updates to catalogs. This section shows Shoppers how to save a search, and how to execute the Saved Search later. 1. From the Shopper Homepage, execute a search. See the Search-related sections for different ways to perform a catalog search in smartoci. 2. Click the Save Search button. A pop up will appear. 3. Input a Name for this search. 4. Click the Submit button. A yellow success notification will flash at the top of the screen. Now, any time the Shopper is on the Homepage, the Saved Search will be available on the drop down menu in the My Searches widget. Last Update: 4/1/2016 v.3 Page 16

17 5. From the Shopper Homepage select the Saved Search Name off of the drop down menu in My Searches. 6. Click the Magnifying Glass icon to execute the search. This new search could have different results from the last time it was run based on any additions or subtractions to the catalogs, or any changes in the Shopper s access by the company Administrator. TIP! To delete one of the Saved Searches, select it off of the drop down menu. Then, click the Trash Can icon to the immediate right to remove it. TIP! The last five most Recent Searches are also available to be run again, similar to the Saved Search feature. Click on one of the blue Recent Search links to re-execute a Recent Search. Last Update: 4/1/2016 v.3 Page 17

18 SEARCH A PUNCHOUT CATALOG Searching Punchout Catalogs is different than searching for Internal Catalogs because system features like the Search Bar and Categories don t apply to external Punchouts. Instead, the Shopper clicks the Punchout supplier link and is redirected from smartoci to the external vendor website. After item selections are made, the user checks out of the Punchout Catalog, and the items are pulled back into the smartoci Shopping Cart. This section describes how to identify and use a Punchout Catalog. 1. From the Shopper Homepage, navigate to the Suppliers area. 2. Hover over the Supplier Card to reveal a linked Supplier Name of the Punchout Catalog. If the Supplier Card reveals a Browse link, it means that that is an Internal Catalog. 3. Click the Supplier Name link. A new window will appear and the Shopper will be directed to the external (Punchout) vendor website. 4. Find and add items to the Cart of the external website. Once ready, check out of the Punchout Catalog. This process varies by vendor. (not pictured) 5. The items chosen will be transferred from the vendor website into the smartoci Shopping Cart. Last Update: 4/1/2016 v.3 Page 18

19 4) CATALOG SEARCH RESULTS This sections in this chapter describe how to interpret and manipulate search results within the smartoci Marketplace after a search has been executed. For more information about how to search for items in smartoci, see any of the search-related sections. SEARCH RESULTS PAGE ANATOMY 1. Refine Results: The Refine Results area allows Shoppers to Filter searches by Supplier, Company and Product Attributes and Product Ratings by checking the corresponding boxes. 2. Number of Results: Displays the number of search results found, which will vary based on the catalog access of the Shopper. 3. Save Search: Shoppers are able to save their searches. When running the same search, any catalog updates will be reflected in the newly executed search. 4. Sort By: Shoppers are able to sort search results by ascending or descending price, rate and relevancy using the Sort By drop down menu. Last Update: 4/1/2016 v.3 Page 19

20 5. Number of Results per Page: The number of search results per page is defaulted to 10, but can be increased to 25, 50, or 100 using the drop down menu. 6. Grid/List View: The search results can be viewed as either a grid or list view. To change it, click on the icon to update the display. 7. Compare: This feature can be used to compare selected items side by side. To do this, select the compare box below the item, up to 5 items. Click the Compare button, and the Shopper will be taken to a screen with side by side item data. 8. Item Details: Clicking on the item name brings the Shopper to the Item Details screen. 9. Favorites: Using the star or the drop down menu allows Shoppers to mark the item as a Favorite, or place the item into a previously created List. 10. Quantity: Where the Quantity can be adjusted. 11. Add to Cart button: The Add to Cart button allows Shoppers to place the desired Quantity into the smartoci Shopping Cart. This button may be disabled by the company Administrator. 12. View Bundle: This is a predefined collection of items that Shoppers can place in the Shopping Cart together. A View Quote button works the same way from quotes. (not pictured) 13. Cart: A holding bin of selected items or services that have been added to by the Shopper. After clicking on the Cart icon, the items can be reviewed and transferred into the external ERP system 14. Not in a Catalog: The link allows Shoppers to create a Free Text (Not in Catalog) item that does not exist in catalogs in the smartoci Marketplace. The company Administrator decides whether or not Shoppers have access to this feature. 15. Configure Item (not pictured): Some items need to be configured for different product variables like size, color, minimum quantity, etc. Instead of an Add to Cart button next to the item, there will be a Configure Item button in its place. The Shopper must input the required custom field information in order to place a Configurable Item into the Cart. 16. Order from Supplier (not pictured): Some items from Level II Punchout Catalogs need to be configured for different product variables like size, color, minimum quantity, etc. Instead of an Add to Cart button next to the item, there will be an Order from Supplier button in its place. Clicking this button will take the user to the vendor s Punchout website to configure the item. When the Shopper checks out of the vendor s website, the configured items are transferred in to the smartoci Shopping Cart Last Update: 4/1/2016 v.3 Page 20

21 ITEM DETAILS After searching for an item, the Shopper is able to view Item Details for more information about the catalog product or service. 1. From the Shopper Homepage, search for and find the item. See the Search-related sections for more information. 2. Click on the item s linked name to be directed to the Item Detail page. 3. From here, the Shopper is able to click on the Overview, Details and Review tabs to display additional information. The item can also be added to the Cart from this page. 4. After reviewing the Item Details, click the Back to Search Results link. Last Update: 4/1/2016 v.3 Page 21

22 COMPARE PRODUCTS The smartoci Marketplace offers a product and service comparison feature. This sections outlines how Shoppers can compare up to five items side by side. 1. From the Shopper Homepage, search for and find the items to compare. See the Searchrelated sections for more information. 2. Check the Compare boxes below the item image. As the boxes are checked, a preview of the items appear. Up to five items can be selected at the same time. 3. Once the items are selected for comparison, click the Compare button. The Shopper will be navigated to the Compare page. TIP! Not every item will have an image, but the Compare feature will still be available immediately beneath where the image would be. Last Update: 4/1/2016 v.3 Page 22

23 4. The items will be listed side by side with Details. To remove an item from comparison, click the X. The Shopper is able to configure or add items to the Cart from this area. 5. After comparing items, click the Back to Search Results link Last Update: 4/1/2016 v.3 Page 23

24 5) LISTS & FAVORITES For Shoppers that order the same items on a regular basis, smartoci Lists and Favorites features can be very useful to quickly add items to the Cart. Creating and maintaining a Favorites List is optional. The sections in this chapter outline how to create, use, edit and delete personally customized Lists. CREATE A CUSTOM LIST In order to use a customized List, the Shopper must first create the List. Once created, Lists can save time searching for Internal Catalog items and placing them in the Cart. This is an optional feature that is helpful for users with repetitive ordering habits. 1. Search for and find an item to go in the list. For more information of how to do this, see any of the Search-related sections. 2. Hover over the star icon to reveal a drop down menu and select Create New. 3. Enter in a List Name. 4. Click the Save button. The item will be added to the newly created List. The star will change to a List icon next to the item description. Last Update: 4/1/2016 v.3 Page 24

25 ADD AN ITEM TO FAVORITES Unlike Lists, Favorites don t require List Name creation in order to mark favorited items in the smartoci Marketplace. Marking Favorites is optional, but beneficial for Shoppers that plan on ordering the same items at a later time. This feature is only available for Internal Catalogs, not Punchout Catalogs. 1. Search for and find an item to go in the list. For more information of how to do this, see any of the Search-related sections. 2. Hover over the star icon to reveal a drop down menu and select the Favorites option. The item will be added to the Shopper s Favorites List. The star icon will change from grey to yellow, indicating that it is a Favorite. Last Update: 4/1/2016 v.3 Page 25

26 REMOVE AN ITEM FROM A FAVORITES LIST Customized Lists and Favorites are managed and updated by the Shopper. If an item is out of stock or no longer needed on the List, users should remove the item to keep the List clean. This section shows how to remove an item that has been marked a Favorite or previously added to a custom List. 1. From the Shopper Homepage, hover over the Lists icon near the top right of the screen. Then, click the List or Favorites that needs updating from the drop down menu. 2. Check the box next to the item that needs to be removed. 3. Click the Remove button. The item will be removed. Last Update: 4/1/2016 v.3 Page 26

27 TRANSFER LIST ITEMS Customized Lists and Favorites are managed and updated by the Shopper. This section shows how to transfer items from one List to another. 1. From the Shopper Homepage, hover over the Lists icon near the top right of the screen. Then from the drop down menu, click the List or Favorites that currently has the item. 2. Check the box next to the item(s) that needs to be transferred. 3. Select the List Name from the Move Selected Items To drop down menu. 4. Click the Move Items button. The items will be transferred into the selected list. Last Update: 4/1/2016 v.3 Page 27

28 DELETE A LIST This section shows how to delete an entire List that is no longer needed. All custom Lists created by the Shopper can be deleted. On the other hand, Favorites is a Default List Name, and cannot be deleted. 1. From the Shopper Homepage, hover over the Lists icon near the top right of the screen. Then, click the List that needs to be deleted from the drop down menu. 2. Click the RED Delete List link. 3. The system will ask if the Shopper is sure they want to delete the List because once it is deleted, the List can t be restored. Click the Delete List button, and the List Name and its contents will be removed. Last Update: 4/1/2016 v.3 Page 28

29 6) NON-CATALOG FREE TEXT LINE ITEM REQUESTS This section discusses how to find an Approved Not In Catalog Vendor, as well as how to create different types of Free Text Line Item Requests in the smartoci Marketplace. Keep in mind that the Not In Catalog (Free Text) function can be hidden by the company Administrator if hidden, Shoppers will not have access to creating Free Text Line Items. APPROVED VENDOR LIST (FIND NON-CATALOG VENDORS) The Approved Vendor List is helpful when creating Free Text Line Items. Shoppers are able to find an Approved Not In Catalog Vendor using the Find a Vendor Supplier Card on the Shopper Homepage. Please note that the Supplier List is loaded and managed by the company Administrator. Depending on administrative configurations, not all organizations grant all Shoppers access to the Find a Vendor Supplier Card or the Free Text Line item functions. 1. From the Shopper Homepage, navigate to the Suppliers area. 2. Hover over the Find a Vendor Supplier Card and click the Browse link that appears. 3. The search results for finding a Non-Catalog Vendors will appear. Find the relevant supplier, then click the View Item button to begin the process of creating a new line item. Last Update: 4/1/2016 v.3 Page 29

30 5. Review the vendor details, including the Your Actions area (if available). 6. Click the Request Item button to create a Free Text Line Item for this supplier. 7. The Shopper will be taken to the Not in Catalog (Add Item) form to enter in the line item information. (not pictured) For more information, see the Create a Non-Catalog Free Text Line Item section, starting at steep #2. Alternatively, if the Shopper is creating a Blanket Request, see the Create a Limit Order Free Text Line Item section, also starting at step #2. TIP! Some vendor details may include a Your Actions area, provided by the company Administrator. This area typically may include instructions about how to properly request a Line Item specifically for this vendor. Last Update: 4/1/2016 v.3 Page 30

31 CREATE A NON-CATALOG FREE TEXT LINE ITEM This section shows how to create a Free Text Line Item using the Not In Catalog link on the Shopper Homepage for both products and services. For information on how to create a Limit Order Free Text Requests, see the corresponding section. The Free Text process allows Shoppers to create line items they need that don t exist in Internal Catalogs. Depending on the organization, Shoppers may or may not have access to the Free Text function. 1. From the Shopper Homepage, click the Not In Catalog link at the top right of the screen. The Add Item screen will appear. TIP! The Find a Vendor Supplier Card can also be used to create Not In Catalog Line Items. See the Approved Vendor List section for more information. 2. Input the fields on the Add Item screen. All required fields are marked with an *asterisk. a. Vendor: Begin typing in the Vendor Name and select it off of the drop down menu. If an invalid vendor is entered, smartoci will notify the Shopper by flashing a RED notification. b. Limit Order Request: Leave this box unchecked for regular product or service requests. c. Required Date: Using the drop down calendar, select the relevant date. This date does not have to be exact, and does not guarantee the delivery of items on that date. Last Update: 4/1/2016 v.3 Page 31

32 d. Product Category: Use the drop down menu to select the corresponding Product Category for the line item being entered. e. Short Description: Enter in a description of the Free Text Not In Catalog product or service. f. Quantity: Enter in a numeric value for the Quantity. This number will be multiplied by the Price for the Total Price of the Line Item. g. Item Unit: Select the unit type from the drop down menu. h. Price: Enter the Price of the product or service without commas or the $ dollar sign. i. Currency Code: Choose the proper currency for your country. j. Long Description: Input a more detailed description in the text box. This is optional. 3. Review the data of the Line Item, then click the Submit button. The item will be placed in the cart and a yellow success notification will flash at the top of the screen. The Shopper will be automatically redirected to the Homepage at this time. Last Update: 4/1/2016 v.3 Page 32

33 CREATE A LIMIT ORDER FREE TEXT LINE ITEM A Limit Order is a pool of money for a project that has multiple invoices. The total of the invoice amounts cannot exceed the Order Value determined when creating the Limit Order Line Item. This section shows how to create a Limit Order Free Text Line Item using the Not In Catalog link on the Shopper Homepage. 1. From the Shopper Homepage, click the Not In Catalog link at the top right of the screen. The Add Item screen will appear. TIP! The Find a Vendor Supplier Card can also be used to create Not In Catalog Line Items. See the Approved Vendor List section for more information. 2. Input the fields on the Add Item screen. All required fields are marked with an *asterisk. a. Vendor: Begin typing in the Vendor Name and select it off of the drop down menu. If an invalid vendor is entered, smartoci will notify the Shopper by flashing a RED notification. b. Limit Order Request: Check this box only when creating a Limit Order Free Text Line Item. The following field requirements will update automatically. c. Date From: Using the drop down calendar, select the date of the beginning of the project. It is a best practice to err on the side of an earlier date because if an invoice comes in before the chosen date, users may have issues applying that invoice to the Limit Request while in the corresponding ERP system. Last Update: 4/1/2016 v.3 Page 33

34 d. Product Category: Use the drop down menu to select the corresponding Product Category for the line item being entered. e. Short Description: Enter in a description of the Limit Order Line Item. f. Order Value: The Order Value is the upper limit of what can be spent for this line item, and should more than the Expected Value. Input this number without commas or the $ dollar sign. g. Expected Value: The Expected Value is a more specific estimation of the cost of this line item, and should be less than the Order Value. Input this number without commas or the $ dollar sign. h. Currency Code: Choose the proper currency for your country. i. Long Description: Input a more detailed description in the text box. This is optional. 3. Review the data of the Line Item, then click the Submit button. The item will be placed in the cart and a yellow success notification will flash at the top of the screen. The Shopper will be automatically redirected to the Homepage at this time. Last Update: 4/1/2016 v.3 Page 34

35 7) SHOPPING CART After finding or creating an item, the Shopper is able to move it into the smartoci Shopping Cart. This section goes over how to add items to the Cart, as well as its features and functions. SHOPPING CART ANATOMY Last Update: 4/1/2016 v.3 Page 35

36 1. Items in Your Cart: Includes the total number of items in the Cart for all vendors. 2. Supplier Information: The smartoci Cart separates line items by vendor, and shows the number of items for that vendor. 3. Quantity: Shoppers are able to update the Quantities of Line Items in this area. 4. Supplier Subtotal: smartoci displays an individual Supplier Subtotal in addition to an overall Shopping Cart value. 5. Scroll Bar: The scroll bar allows Shoppers to review additional line items that don t fit on the screen if needed. There is also a page function if the Cart has an exceptional amount of Line Items to review. 6. Remove: Shoppers can remove one or more line items by checking the corresponding box, and then clicking the Remove Item button. 7. Clear Cart: To remove all of the items in the Shopping Cart, click the Clear Cart button. smartoci will ask again with a pop up whether the Shopper is sure they want to clear the Cart. If yes, click the OK button to finish clearing the Cart. 8. Item Transfer (Move Items): A Shopper can move one or more items from the Cart to their Favorites or custom List. This can be done by first checking the box next to the item, and then selecting a List from the Move Selected Items To drop down menu. To complete the transfer, click the Move Items button to move the item out of the Shopping Cart and into the List that was selected. 9. Order Summary: This area displays the Item Subtotal for all vendor items in the Cart combined. 10. Checkout Now: Once the Shopper has reviewed the Cart content, clicking the Checkout Now button transfers the items out of smartoci and into the organization s external ERP system. Last Update: 4/1/2016 v.3 Page 36

37 ADD INTERNAL CATALOG ITEMS TO THE CART Once an Internal Catalog search is executed, the results will display. This section shows how to add items to the Cart from this screen. For additional information on how to get to this point, see any of the Catalog Search sections. 1. Find the item by using the scroll or filter functions. (not pictured) 2. Update the Quantity if more than (1) of the item is needed. 3. Click the Add to Cart button. The item will be placed into the Shopping Cart, and the number of the items in the Cart will update. 4. Continue to search for and add items to the Cart if needed. When the Shopper is ready to check out, click the Cart icon. TIP! Hover over the Cart icon to see a preview of the contents without having to check out. Last Update: 4/1/2016 v.3 Page 37

38 ADD PUNCHOUT CATALOG ITEMS TO THE CART Once a Punchout Catalog search is executed, check out of the individual vendor s website this process and website functionality vary by slightly by vendor. Once the Shopper checks out of the Punchout, the items will automatically be transferred from the external website Cart, to the smartoci Shopping Cart. For more information about identifying and using Punchout Catalogs, see the Search a Punchout Catalog section. Sample Punchout Vendor Shopping Cart smartoci Shopping Cart Last Update: 4/1/2016 v.3 Page 38

39 ADD FAVORITE LIST ITEMS TO THE CART In order to use a Favorites List, the Shopper must first create the List or add items as a Favorite. Once created, Lists can save time searching for Internal Catalog items and placing them in the Cart. This section shows how to add items from a List to the Shopping Cart. For more information, see additional sections about Lists and Favorites management. 1. From the Homepage, hover over the Lists icon on the top right side of the screen. Select the customized List name or Favorites List that contains the item(s) to add to the Cart. 2. Check the box next to the item to be added to the Cart. More than one or all of the List items can be selected. 3. Click the Add to Cart button. The items will be placed in the smartoci Shopping Cart, and will also remain on the List for later use. Last Update: 4/1/2016 v.3 Page 39

40 ADD INTERNAL CATALOG CONFIGURABLE ITEMS TO THE CART Once a catalog search is executed, the results will display these search results may include items that need to be configured for different product variables like size, color, minimum quantity, etc. that the company s Administrator has defined when uploading the catalogs. The Shopper is must input the required custom field information to be able to place a Configurable Item into the Cart. This section shows how to add Configurable Items to the Cart from the Search Results screen. For additional information on how to get to this point, see any of the Catalog Search sections. 1. Find the item by using the scroll or filter functions. (not pictured) 2. Click the Configure Item button. 3. Enter in the required custom field information marked with red asterisks*. The fields will vary by product and individual company requirements. 4. Update the product Quantity field, if needed. 5. Click the Add to Cart button. The item will be placed into the Cart. Last Update: 4/1/2016 v.3 Page 40

41 ADD LEVEL II PUNCHOUT CONFIGURABLE ITEMS TO THE CART (ORDER FROM SUPPLIER) Once a catalog search is executed, the results will display these search results may include items that need to be configured for different product variables like size, color, logo, etc. If the item has been set up as part of a Level II Punchout, then the Shopper will see an Order from Supplier button next to the item. Clicking the Order from Supplier button will take the user to the vendor s Punchout website to configure the item and add it to the external website s Cart. When the Shopper checks out of the vendor s website, the configured items are transferred in to the smartoci Shopping Cart. This section shows how to add Level II Punchout Configurable Items to the Cart, starting from the smartoci Search Results screen. For additional information on how to get to this screen, see any of the Catalog Search sections. For the definition and uses of Punchout Catalogs, see the Supplier Card Types (Internal vs. Punchout Catalog) and the Search a Punchout Catalog sections. 1. Find the item by using the scroll or filter functions. (not pictured) 2. Click the Order From Supplier button. A new window will pop up displaying the vendor s Punchout website outside of the smartoci Marketplace. 3. Input the required custom field information. The fields will vary by product and individual supplier requirements. (not pictured, process & appearance of the website varies by vendor) 4. Once configured, add the item to the vendor Cart and check out. (not pictured) Last Update: 4/1/2016 v.3 Page 41

42 5. After the Shopper has checked out of the vendor website, the configured item will transfer into the smartoci Shopping Cart. Last Update: 4/1/2016 v.3 Page 42

43 ADD FREE TEXT LINE ITEMS TO THE CART This section shows how to add a Free Text Line Item or Limit Order to the Shopping Cart while in the Not in Catalog Add Item screen. See the Create a Non-Catalog Free Text Line Item and the Create a Limit Order Free Text Line Item sections for processes leading up to this point. 1. Fill out the required information for the Non-Catalog Line Item. 2. Click the Submit button. The item will be transferred into the smartoci Shopping Cart. The Shopper will be automatically redirected to the Homepage. Last Update: 4/1/2016 v.3 Page 43

44 3. To view the item, click the Cart icon on the top right of the Shopper Homepage. The Free Text Line Item header information will display in the Shopping Cart. Last Update: 4/1/2016 v.3 Page 44