Shopping Cart

At the top of the Shopping Cart page are fields that you can use to search for shopping carts based on a set of criteria you define. Once you have located the desired shopping cart, you can select one from the search results and add or delete items from the cart or edit the cart parameters.

To find shopping carts:

1. Specify any of the following criteria to define the set of shopping carts you want to find:

   • Cart # – Enter a cart number to locate a single shopping cart.
   • Request ID – Enter a request ID to locate all shopping carts associated with a particular work request.
   • Description – Enter a value to search for shopping carts based on their descriptions.
   • Status – Select a value to find shopping carts that have a particular status value, for example, Open,
   • Create Date – Specify two date values to find shopping carts that were created within the specified date range.

2. Click FIND.

   A list of all shopping carts that match the criteria appears. Above the result list, the total number of results is displayed. Shopping carts are displayed in ascending cart number order; however, you can re-sort the list by clicking any of the column headings. The following columns of data are displayed:

   • Cart # – the unique shopping cart number; click the ID to add or delete items or edit the cart
   • Request ID – the ID of the request the shopping cart is associated with
   • Description – a description of the shopping cart
   • Status – the status of the shopping cart
   • Date Required – the date on which the items are needed
   • Created By – the name of the user who created the shopping cart
   • Links – links to the operations you can perform on the shopping cart which will vary depending on the status of the cart

3. Select the Show Details check box.

   Additional information about each cart appears.

   • Last Update Date – the date on which the last change to the shopping cart was made
   • Create Date – the date on which the cart was created
   • Delivery Instructions – any delivery instructions associated with the cart

Once you have found a set of shopping carts, you can create a shopping cart pick list—a list that can be used to retrieve the inventory items from one or more shopping carts. This list is similar to the Pick List Inventory report, but allows you to create a list directly from the Shopping Cart page and filter the list of items needed by shopping cart.

To print a shopping cart pick list:

1. Locate the shopping carts you want to include in the pick list by specifying the appropriate criteria and clicking the FIND button.

   A list of all shopping carts that match the criteria appears.

2. Select the shopping carts you want to include in the pick list by selecting the Print check box for each cart.

   Only shopping carts that contain items, have been checked out, and have not been completely issued can be included in the pick list.

3. Click the Print Pick List button.
   The pick list is generated and displayed in a new browser window. The report is organized by shopping cart. Items are then further sorted by warehouse, then by location, and finally by item. The pick list displays all of the items in the shopping cart (even issued items) but indicates how many items have been requested, how many have already been issued, and how many should be picked.

   After the report is generated, a print dialog box opens allowing you to select a printer and set print parameters.

4. Select the desired printer and print parameters and then click OK.

When you create a shopping cart, you associate it with a work request and use it to reserve only the items needed to complete that request. Therefore, you may have several shopping carts for the multiple work requests assigned to you.

To create a shopping cart:

1. Open the Shopping Cart page by clicking the Shopping Cart link at the top of the main application window or on the Request Details page.

2. Click the Create New Cart link.

   A dialog box opens allowing you to create the cart.

3. In the Cart Name field, enter a name for the cart.

4. In the Request ID field, enter the ID of the request that this cart is associated with.

5. Click OK.

   The cart is created and added to the list and the cart status is Open.

Once you have created your cart, you can add items to it, as long as it is in Open status. To add items to a cart:

1. Select the shopping cart from the list by clicking the Cart # link.

   The Shopping Cart Items window opens allowing you to view the items currently in the cart and add items to it.

2. Select an Item either by entering an item number and pressing Enter on your keyboard, or by clicking the Select link and locating the item you want to add to the cart.

   The item is selected and the description and available quantity appear. You can add items from multiple warehouses to a shopping cart.

3. In the Quantity field, enter the number of items that you want to add to the shopping cart.

   Some systems are configured to prevent you from entering a quantity that exceeds the number of items on-hand in the selected warehouse.

4. Click ADD.

   The Cart Item list is updated with your selection. The following information is displayed for each item:

   • Item – the item number
   • Item Description – a description of the item
   • Warehouse – the warehouse at which the item will be reserved
   • UOM - the unit of measure for the item, for example, each, case, or per foot
   • Available Quantity – the number of items available in the selected warehouse
   • Qty – the quantity selected for the shopping cart; you can edit this value and click UPDATE
   • Issued – the number of items that have been issued so far using the Item Issue page
   • Delete – to delete an item, select this check box and click UPDATE

On the Shopping Cart Items page you can also:

• Show Details – Select this check box to display detailed information about the work request.

• Edit Details – Click this link to change the cart name or the work request the cart is associated with.

• Check Out – Click this link to check the cart out.

When everything you need to complete a work order has been added to an Open shopping cart, you can check it out. Checking out a shopping cart reserves the selected items so that no other user can claim them. It also makes the cart it visible to other users—in particular, users who can issue the items in the cart to the work order. Once you check a shopping out, you can no longer change what is in it, unless you undo the check out. After check out, the status of the shopping cart is None Issued, until warehouse personnel have issued some or all of the items in it.

To check out a shopping cart:

1. Locate the shopping cart you want to check out.

   You may want to open it up and verify its contents.

2. Click the Check Out link.

   The Shopping Cart - Check Out dialog box opens.

3. In the Date Required field, select the date that the items are needed.

4. In the Delivery Instructions field, enter any required delivery information.

5. Click OK.

If you decide that you do not need a shopping cart that you have created, you can delete it. Shopping carts can only be deleted if they have never been checked out. You can, however, close a checked-out cart if the items in it are no longer needed.

To delete a shopping cart:

1. Locate the shopping cart you want to delete.

2. Click the Delete link.

   If there is no link to the right of the cart name, you cannot delete the cart. A dialog box opens asking you to confirm your choice.

3. Click OK.

Once all of the items in a cart are issued or the work order associated with a cart is closed, the cart is automatically closed by the system. However, if you decide that you no longer need the items in a cart, you can manually close the cart. Closing a cart releases all of the un-issued items back into inventory, making them available to other users.

To close a shopping cart:

1. Locate the shopping cart you want to close.

2. Click the Close link.

   If there is no link to the right of the cart name, you cannot close the cart. Only carts that have been checked out can be closed. A dialog box opens asking you to confirm your choice.

3. Click OK.

To take advantage of the Shopping Cart feature, the following configuration options must first be set up. If you need assistance, contact your system administrator.

• On the super administrator's Installation Configuration page, Advanced Inventory must be enabled.

• For each user that will have access to the shopping cart, the Access Shopping Cart security right must be granted.