Build the Item Catalog
Load a Sample Data Set
Checkout provides administrators with the ability to generate Items, Vendors, and Categories using the Load Sample Data Set function if it is desired to demo Checkout.
This function can only be used once per project if there are no Items created.
Add Cost Centers
Cost centers are department accounts in your organization that items are billed against.
Every order placed requires the customer to select a Cost Center which will be charged for the items purchased.
To create a Cost Center, administrators can navigate to Project Settings > Checkout > Cost Centers (under Procurement section) > Add Cost Center.
Each Cost Center requires the following to create:
Name of the Cost Center
Code of the Cost Center
Budget (Defaults to $0.00)
Primary contact
Email address
Cost Centers can be imported in bulk using the import functionality. This requires a list in a CSV file.
Add Categories
Categories are groupings used to organize and filter Items.
Every item requires a Category.
To create a Category, navigate to Project Settings > Checkout > Categories and select Add Category
Each category requires the following to create:
Category Name
Short Description
It is recommended to upload a Category Icon. This Icon will display in the catalog in the Portal when users filter by category.
Categories can be imported in bulk using the import functionality.
Select Configure fields in order to configure various fields attached to all Items in the category. These fields can either be read-only or customer-input. Read more about Category fields here.
Add Vendors
Vendors are the companies you source your Items from and indicate where Purchase Orders for those items are sent.
Each Item created requires an associated Vendor. Create at least one Vendor in the project for the Items to use.
To create a Vendor, navigate to Project Settings > Checkout > Vendors > Add Vendor.
Vendors require the following attributes to create:
Vendor Name
Address
Country
City
State
Postal Code
Contact Name
Phone Number
Email Address
Vendors can be imported in bulk using the import functionality.
Add Items and Bundles
Items are products, licenses, or services that will be requested and ordered.
To add an Item to the project, navigate to Project Settings > Checkout > Items > Add Item
Items can be selected by customers from the customer portal.
To create, Items require the following attributes:
Type (Product, Service, License)
Category (Created by the administrators of the project)
Providing Vendor (Created by the administrators of the project)
and other fields depending on what Category is selected
Administrators can also add specs or images for an Item
Specs are custom details provided on the Item which can provide additional details to the customer about the Item.
Images can be attached to help the customer visualize the Item.
Items can be imported in bulk using the Import functionality.
Bundles are groups of Items that are commonly ordered together. Bundles do not require that Items share the same Vendor.
To create a Bundle, navigate to Project Settings > Checkout > Items > Add Bundle
Bundles require the following attributes to create:
Category (Created by the administrators of the project)
Short Description
Detailed Description
One+ Items(s)
Additionally, each Bundles can have images attached to it.
Wrapping Up
Once there is at least one Item and one Cost Center, the portal is ready to use.
If the customer permissions were restricted, open the project back up and get ready to start accepting orders!