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.

Open

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.

Open

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!