Before allowing customers to place orders, administrators must build the catalog of Items and Bundles which the customers will be able to browse. In addition, administrators will need to build at least one Department which customers can select to charge billing back to.
One option administrators can use to quickly get started would be to use the Load Sample Dataset function.
using the Load Sample Data Set function if it is desired to demo Checkout.
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This function can only be used once per project if there are no Items created. |
Creating Departments
Departments are corporate departments, teams, or cost centers
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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 DepartmentCost Center, navigate, 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.
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
Existing Vendors can be imported in bulk using the import functionality.
Detailed Description
Company Cost
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.
