Catalog Configuration
- Ryan Northfield (Deactivated)
- Tumaini Kioko
- Vincent Mutambuki
The Customize Portal page enables you to customize various details of your Checkout portal. To perform any of the actions on this page, first navigate to Project Settings > Checkout > Configure.
Only users with the Administrators project role can view and edit the Portal Customization page in Checkout.
Checkout offers a variety of ways in which customers can customize the item catalog to suite their needs. These include ability to set the catalog landing page, hide fields, limit order items as well as configure which fields appear in the catalog filter.
Default Catalog View
Customer can set the default landing pages for the portal to either the category view or the item view.
Hide Fields
Enable Price View
By default, the Checkout portal request form will hide the price of items from customers. If you would like your customers to see the price of the items they are requesting, administrators can display that for view. Simply select “Enable Price View” and click “Save.” The difference between the views is shown below.
Default No Price View | Price View |
|---|---|
 | |
Hide Shipping Address
By default, the Checkout portal request form will require customers to select the shipping address for the item they are requesting. If your customers do not need to select the shipping address when they request an item, administrators can hide that field from the portal. Simply select “Hide Shipping Address” and enter the default shipping address that will be used for all portal requests, and click “Save.”
Hide Ordering Department
By default, the Checkout portal request form will require customers to select the ordering department for the item they are requesting. If your customers do not need to select the ordering department when they request an item, administrators can hide that field from the portal. Simply select “Hide Ordering Department” and enter the default department that will be used for all portal requests, and click “Save.”
Custom Request Fields
Project administrators have the ability to configure fields for custom item requests in the portal. This allows administrators to tailor the request form according to specific needs.
Fields Business justification, Item type, Cost, Category, and Vendor can be shown, hidden, made optional, or made mandatory. Note that if any of these fields are made hidden, the agent must provide a value for them after the request is submitted in order to fulfill the order.
Fields Item name, Item details, and Quantity are always shown and are always mandatory.
Category custom fields will be displayed when a specific Category option is selected.
Item Limits
By default, Checkout orders allow users to add unlimited units for each item in the order. The Item Limits settings allows the administrator to restrict the quantity of units per item in each order. This will restrict the quantity that customers can add in the portal, as well as the quantity that agents are able to add/modify in the order ticket.
The Default Limit sets a default maximum on all items that do not have an item override.
The Limits Per Item overrides the default limit and either sets a specific limit or no limit for this particular item.
If you would like to completely turn of limits, remove all items from the “Limits Per Item” list, and set the “Default Limit” to Unlimited.
Here are some examples of what the customer will see when they have reached the limit.
Configure Filter Fields
The Configure Filter Fields setting enables the administrator to choose what filters are available to the user in the portal catalog as they search for items to add to their carts. Moving fields to the “Available Fields” list will remove that filter from the portal dialog.
In the example below, all fields except the Item Name field were removed. You can see the result in the catalog portal dialog.
Admin:
Result: