Legacy Portal View
If you setup Checkout prior to July 2023, the Checkout portal is using what is now called the Legacy Portal View, unless you have transitioned to the new 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.
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.