Shopping Cart

Shopping Cart Video

The Shopping Carts tab is where all your products will await final checkout. To begin checking out a shopping cart, click on the shopping cart for your location and vendor that you wish to view. The details of the shopping cart will appear below.

You can modify the quantity of items in your shopping cart by increasing or decreasing the quantity; click the Update button to save your changes. In addition, if you’d like to remove an item from your shopping cart, change the quantity to 0 then click the Update button.

You can also update the GL code for your products at this time. Most products will have a default GL code assigned to them – if you’d like to choose another GL code, click the drop down in the GL code column and choose the appropriate GL. Make sure to click the Update button to save your changes to the GL code before moving on or else your changes will revert back.

Note: If you cannot find the GL code you need to select in your drop-down list or if you feel that the default GL code for a product you purchase frequently is incorrect, check with your leadership team.

You may also have the ability to split GL codes by using the Split GL Editing icon.

You can add notes to your shopping cart or to an item in your cart by clicking the Add Note icon either at the top of your list or next to the particular item respectively. Notes are typically only for internal usage; however, some vendors may allow you to attach a note that they can view by unchecking the Internal Only check box.

If your organization utilizes the Procurement Partners Budgets tool, you will see the Budget pie chart to the right of your shopping cart items.

If you need to delete your shopping cart entirely, click the Delete button. Please note that this action cannot be undone.

When you are ready to proceed with your order, click the Checkout button. This will take you to the order finalization screen.

There are a few things to note on this screen. The Order Verification box will let you know any messages from your vendor, including messages regarding minimum order requirements, freight charges or other details. If your organization utilizes budgets, you may also see a checkbox that must be acknowledged if your order will be putting you over budget. Any messages that appear in red must be either corrected before proceeding or, if available, acknowledged by checking the check box to the left of the detail; until you click this checkbox, the Place Order button will be grayed out.

The Order Approval box will inform you whether your order will require any approval before being submitted to the vendor. If your order requires approval, a message will appear in red informing you of why the order requires approval and who will be responsible for approving it. You don’t need to do anything special if your order requires approval; simply click the Place Order button to proceed with your order – our system will automatically notify any approval personnel and they will be able to approve the order by signing into the Procurement Partners system.