Shopper Functionality

This section provides information on how to use the Shopper (SHOP) page to search for commodities that you want to request. The following high-level steps should be followed to use the Shopper page to initiate a request:

  1. Enter search criteria and initiate search - The “Search” fields allow you to enter information you know about an item and the system will search the database for matches. The Search For field can be blank as long as a value is entered in at least one of the following Advanced Search fields: Vendor, Warehouse, or Commodity. Click the Search button to initiate the search. Refer to the “Shopper Search Fields” topic for more information.

  2. Understanding the Search Results - If matches are found, the search results are provided below the search criteria tab. The search results are displayed in order based on their Source of Supply. Up to 10 rows are displayed at a time for each tab. If no results are found for a selected source of supply the corresponding tab is hidden from view. Refer to the “Shopper Search Results” topic for more information.

  3. Buy From Supplier – This action is only displayed in the Available from PunchOut Catalogs search results tab. If you want to purchase an item that appears in this tab, then select the check box in the Select Catalog column for the desired item and then click the Buy from Supplier link. (Note: You can only select one row at a time from this tab, and your Shopping Cart must be empty.) This link transitions you to the Create PunchOut Request page. Select the Continue Shopping button to return to the Shopper page without making a purchase from the supplier. Refer to the “Create PunchOut Request” topic for more information.

  4. Add Item to Cart - If you have entered a value into the Quantity, Unit, Unit Price or SC Amount fields, then you must select the Add to Cart button to add the item to your Shopping Cart. For information on how to add request items from each search results tab, refer to the “Shopper Search Results” topic.

  5. Understanding the Shopping Cart icon - The Shopping Cart icon displays a summary of the current contents of the Shopping Cart. It includes the number of items (lines) in the shopping cart, and the current total dollar amount associated with those items.

  6. View Shopping Cart page - The Edit Shopping Cart button transitions you to the Shopping Cart page, which displays the items that were added to the Shopping Cart from the Shopper page and Vendor Quotes. The Shopping Cart page allows you to update specific information about the selected items and the purchase as a whole. Refer to the “Shopping Cart” topic for more information.

  7. View Checkout page - The Proceed to Checkout button transitions you to the Checkout page, which allows you to generate the appropriate transaction based on the items selected in your Shopping Cart. Refer to the “Initiate Checkout Process” topic for more information.