Catalog (Portal)
When the Admin setup process is complete, the Checkout Catalog will become available in the Help Center for users to place orders and requests!
The Catalog is a curated list of all items that your organization has in inventory or can order from vendors. Conveniently, the catalog is placed in your Jira Service Management portal. In the portal, users can view the Items available in the Checkout Catalog and check the status of their existing orders.
There are two portal views, the current view that all new Checkout setups will have, and the legacy portal view. If you want to switch to the current portal view from the legacy, you can do so (warning this action is irreversible).
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.
Start Shopping
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 the configuration https://mumosystems.atlassian.net/wiki/spaces/CHEC/pages/3421667337/Customize+Portal#Configure-Filter-Fields in the Administrator Settings.
Browse by Category
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.
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.
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.
Cart View
The user can view their selected items by clicking the cart icon in the upper right-hand corner of the dialog.
Checkout
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.”