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Order Pre-Approved Items and Check Order Status

The Catalog is

located in the Help Desk

a curated list of all items that your organization has in inventory or can order from vendors. Conveniently, the catalog is placed in the user portal of your Jira Service

Desk project

Management. Users can view the Items available in the Checkout Catalog and check the status of their existing orders.

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Catalog Options

When the Admin setup process is complete, the Checkout Catalog will become available in the Help Center for users to place orders and requests!

Select from the following options

From the catalog, you have four options to select from :

  • View All Items to browse

the complete Catalog

  • a curated list of items.

  • Item Categories to only

browse

  • drill down quickly to items from a specific Category.

Your

  • My Orders to

review details,

  • check the status of

the order, or cancel it

  • you order and see all historical orders.

  • Request Something not in the catalog to

request

  • order a unique item, service or licenses that is not featured in your catalog.

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View All Items

Viewing Items

This section shows all items that are enabled to show in the portal. The items name, description and optional price are listed in each item card. In this section, users can:

  • Browse, search, and filter Items by

Categories

  • categories, vendor or any other attributes configured for the item.

  • Click on any Item or bundle to view additional details.

Click

  • Add items to

Cart to order a Item.

  • Click on the Cart icon to view and edit the order.

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    • cart.

    • View cart.

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    Item Detail

    • Click on any Item to view a complete Description, Specs, SKU, and additional images.

    • If the Item has been included in any Bundles, they will appear in the Related Bundles section.

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    Bundle Detail

    When you click on each item card, you are presented with details of the items including image views, long description, configured attributes as well as related bundles.

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    Bundle Detail

    A bundle consists of two or more items that are typically requested together. For instance you can create a bundle for a specific role in your organization such as a developer or a sales person. Checkout allows you to group items together to optimize making request for specific role. A bundle can be added to the cart and ordered just like a single item.

    • Click on any Bundle to view a complete description and related Product Details for all of the Items included in the Bundle.

    • Order individual Items from the Bundle in the Purchase Specific Bundle Items section.

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    Your

    To complete the order click Checkout; or Continue Shopping

    Cart

  • Click on the Cart icon to view Your Cart.

  • Edit the Quantity of any item or Remove it from the Cart.

    • Cart represents all items you are about to order / request from the organization inventory. After adding items to the cart, you can change quantity or remove them before placing an order. If price is enabled, the cart displays the total of all items you are about to request.

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    Checkout

    • Select a Ship to User and Shipping Address for your order.

    • Select the related Department for the order so that the order total may be expensed against the related Budget for that Department.

    • Review Items included in the order and when complete, select the Place Order button.

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    Order Details

    • After an Order has been placed, the user may review Order Details, check on the Status of their Order, and Share the Order with additional participants in the Requests section of the Help Center.

    • Communicate additional details by adding a Comment in the Activity section.

    Request an Item not in the Catalog

    • Customers can also request Items that are not in the Catalog.

    • On the bottom of the Catalog, customers can select Request something no in the catalog.

    • On the next screen, they will fill out the information about the Item they are requesting.

    • If the Item is sold by a vendor that doesn’t exist, customers can also request a new vendor by typing a new vendor name into the Vendor line.

    Write into our Support Desk with any questions you have.