Quick Guide - Hosted Catalogs

The Add Order feature allows you to shop via a Hosted Catalog on the Procurement system and its associated Order Guide. This quick guide will show you the basics for placing your first order quickly and easily!

Open

1. Select Order → + Add Order

Open

2. Select your Facility, if applicable

3. Select an appropriate Top Level Category for the order guide from which you wish to shop; some categories may not have an associated order guide

4. Select the order guide from which you wish to shop; some order guides will be vendor-based, and others may contain items from multiple vendors, depending on your organization’s set-up

5. Click Start New Order

6. In the Order screen, add items to your Shopping Cart:

   1. Search for items using the Search box at the top of your item list

   2. Adjust your grouping, sorting or display settings with the Settings column on the left (optional)

   3. Make any necessary adjustments to quantities with the + and - keys, or by adjusting the number

   4. Check the GL Codes / Categories of your items (click links for more information)

   5. View the approval chain with the View Workflow button

   6. Add comments using the Notes option

7. Click the Send button in the bottom right to submit your order

   1. If approval is needed, you will receive a message stating “Order was sent for approval”

   2. If approval is not needed, click “Approve and complete the order” on the following screen