---
title: "Shopping Cart - Requests"
slug: "shopping-cart-requests-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/shopping-cart-requests-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopping Cart - Requests

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Shopping Cart - Requests**

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

**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

The **Shopping** page (**Procurement → Shopping**) lets you “browse a supplier's catalog and build a cart, then turn it into a purchase order or a request.” You choose a **Supplier catalog** (only the catalogs you have been given access to are listed), add items to **Your cart** in the panel on the right, and then click **Create request** to turn the cart into a Request. This connects the Procurement module's catalogs to the Contract & Procurement Requests process.

# 2. Key Elements

- **Procurement → Shopping**: the Shopping Cart page. The Procurement menu also includes **Catalogs** and **Asset Tracking**.
- **Supplier catalog** dropdown: lists only the suppliers whose catalogs you can shop. Until you choose one, the page shows “Choose a supplier to start.”
- **Catalog items** grid: each available item with its **Part #**, **Unit**, **Unit price**, and **Tax**, and an **+ Add** button.
- **Your cart** panel: the items you've added, each with a **Qty** and a remove icon, the cart **Total**, and the **Create purchase order**, **Create request**, and **Empty cart** buttons.
- **Who can shop it**: on each catalog under **Procurement → Catalogs**, the list of employees allowed to shop that catalog.

# 3. Opening the Shopping Page

1. From the Contract Insight homepage, click the **Procurement** (shopping cart) icon in the left navigation bar.
2. Select **Shopping**.

![Procurement menu with Shopping](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_procurement_menu.png)

The Shopping page opens with an empty **Supplier catalog** selection and an empty **Your cart** panel.

![Shopping page before choosing a supplier](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_shopping_empty.png)

# 4. Choosing a Supplier Catalog

1. Click the **Supplier catalog** dropdown.
2. Type in the search box to filter the list, then click the supplier.

![Choosing a supplier catalog](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_choose_supplier.png)

The supplier's catalog items are listed with a count of the items available. Use the **Search** box above the grid to find a specific item.

![Supplier catalog items with Add buttons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_catalog_items.png)

**Note:** If the page shows “No items available from this supplier,” the supplier's catalogs may be empty, outside their date window, or not shared with you. See Section 7.

# 5. Building the Cart

1. Click **+ Add** on each item you need. A “Added to your cart” message confirms each one, and the item appears in **Your cart**.
2. In the cart, adjust the **Qty** for each item as needed. The **Total** updates.
3. To remove a single item, click its red trash icon.

![Your cart with Create request](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_cart.png)

# 6. Turning the Cart into a Request

1. Review the items, quantities, and **Total** in **Your cart**.
2. Click **Create request**. Contract Insight creates a Request from the items in the cart.

**Note:** To create a Purchase Order instead, click **Create purchase order**. If the cart has no items, Contract Insight shows “The request could not be created - is the cart empty?”

## 6a. Emptying the Cart

1. Click **Empty cart**.
2. When asked “Delete this cart and everything in it?”, click **Yes, delete**, or **Cancel** to keep the cart.

![Empty cart confirmation](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_empty_cart.png)

# 7. Granting Access to a Catalog (Administrators)

Users only see suppliers whose catalogs they have been given access to. If a user can't see items from a supplier, an administrator grants access on the catalog.

1. From the Contract Insight homepage, click **Procurement** and select **Catalogs**.
2. On the **Purchasing catalogs** page, check the **Shoppers** count, then click **Manage** on the catalog. (The cart icon next to **Manage** opens the Shopping page.)

![Purchasing catalogs list](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07_catalogs_list.png)

1. Click the **Who can shop it** tab.
2. Choose the employee in the **choose an employee** dropdown.
3. Click **+ Grant access**. The employee is added to the list and can now shop the catalog. To remove access, click the red trash icon on the employee's row.

![Who can shop it tab with Grant access](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08_who_can_shop.png)

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the Shopping page | **Procurement → Shopping**. |
| Browse a supplier's items | Shopping → **Supplier catalog** → choose the supplier. |
| Add items to the cart | Click **+ Add** on each item; adjust **Qty** in **Your cart**. |
| Turn the cart into a Request | **Your cart** → **Create request**. |
| Turn the cart into a Purchase Order | **Your cart** → **Create purchase order**. |
| Clear the cart | **Empty cart** → **Yes, delete**. |
| Give someone access to a catalog | **Procurement → Catalogs** → **Manage** → **Who can shop it** → choose employee → **+ Grant access**. |