Current Portal View
When a user navigates to the JSM Help Center > Checkout project, they will see your Checkout Request type listed.
When the user selects this Request Type, they will see the request form for requesting one or more items.
If the user clicks on “Start Shopping” they will see a dialog box appear with the options they can select to add to their cart.
The filters listed (“Item Name,” “Category,” “Providing Vendor,” and all those in “+More” in the image above) can be shown/hidden based on a configuration in the Administrator Settings.
If the user wants to browse by category, they can select the four-square icon in the top left-hand corner of the dialog. Each category has a number that counts the number of visible items in that category.
The user can view their selected items by clicking the cart icon in the upper right-hand corner of the dialog.
Once the user has selected their desired options and clicked “Proceed to checkout,” the dialog will close, the items will show in the cart, and the user will be able to click “Send.”
The price of the items can be hidden/shown based on a configuration in the Administrator Settings.
Legacy Portal View
Catalog Options
From the catalog, you have four options to select from :
View All Items to browse a curated list of items.
Item Categories to only drill down quickly to items from a specific Category.
My Orders to check the status of you order and see all historical orders.
Request Something not in the catalog to order a unique item, service or licenses that is not featured in your catalog.
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, vendor or any other attributes configured for the item.
Click on any Item or bundle to view additional details.
Add items to cart.
View cart.
Item 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.
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.
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.
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.
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 not 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.
