Page Comparison

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.

Creating Departments

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Add Cost Centers

Cost centers are department accounts in your organization that have related Budgets and a main point of contactitems are billed against.

• Every order placed requires the customer to select a Department Cost Center which will be charged for the items purchased.

• To create a Department, navigateCost Center, administrators can navigate to Project Settings > Checkout > Departments Cost Centers (under Procurement section) > Add DepartmentCost Center.

• Each Department Cost Center requires the following to create:

  • Name of the Cost Center

  • Department Code of the Cost Center

  • Budget (Defaults to $0.00)

  • Primary contact

  • Email address

• Existing departments Cost Centers can be imported into the system in bulk using the import functionality. This requires a list in a CSV file.

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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.

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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.

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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

• Existing Vendors can be imported in bulk using the import functionality.

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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.

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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.

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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!