COBBLESTONE SOFTWARE

Contract Insight — User Guide

Shopping Cart - Purchase Orders

Module: Purchase Orders › Catalog Management › Shopping Cart - Purchase Orders

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Procurement → Shopping is described as browsing a supplier's catalog and building a cart, then turning it into a purchase order or a request. A searchable Supplier catalog picker limits choices to catalogs the user has been given access to, and items added there populate Your cart, which converts into a new PO's line items — seen on existing line items as an Order Type of From Shopping Cart.

2. Key Elements

• Procurement → Shopping, for browsing a supplier catalog and building a cart
• Supplier catalog picker only lists catalogs the user can access
• Your cart holds items before they're turned into a PO or a request
• PO Line Items with Order Type "From Shopping Cart" originated this way