UDX Processing Assigned Shopping Carts - University Of Delaware

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Processing Assigned Shopping Carts FOR REQUESTERS

What’s different in UD Exchange? Requester Role Previously, UD employees used Procurement Cards to purchase goods & services online, verifying and submitting them for approval after the purchase was made. In UD Exchange, employees shop for goods and services, place them in a Shopping Cart, and assign the cart to a department Requester. The Requester then reviews the cart for all necessary details, ensures the purchases are allocated correctly, then submits the cart for approval, negating the need for verification and reconciliation after the fact. 1

Processing Assigned Shopping Carts Employees with Shopper access in UD Exchange must assign their shopping carts to a Requester for processing. If you are a Requester, you will receive an email notification from UD Exchange once a Shopping Cart is assigned to you. This guide discusses: Locating your assigned shopping carts Processing and submitting assigned shopping carts Returning assigned shopping carts Deleting assigned shopping carts 2

2 Access your assigned shopping carts by using your Action Items list. 1. Click Action Items at the top of your screen 2. Select Carts Assigned To Me. 3 1

You can also access this from the Shopping Menu and then “My Carts and Orders” On the Assigned Carts tab, click on the Shopping Cart Name. 4

Note: you can modify all the same things from within the requisition! To Process and Submit the Shopping Cart As Is: Begin by clicking the Proceed to Checkout button. 5

Anything requiring updating will be shown here. Cart status will be in Draft. Complete any required information such as SpeedType and Shipping Address. Refer to the Adding Details to Shopping Carts guide for further details. Once complete, Click the Place Order button to submit the Shopping Cart for approval. 6

Modifying Shopping Carts: Modifications can be made to a Shopping Cart when necessary. For example, items can be added or removed and accounting information can be edited. Refer to the Modifying Shopping Carts guide for further details. 7

To Return a Shopping Cart: If you need the Shopper to make modifications to the Shopping Cart, you can return it. Click the Return Cart button. 8

1 2 1. Enter a note to the Shopper in the Return Cart pop‐up window. 2. Click Return. Your note will be included in the email notification sent to the Shopper from UD Exchange. 9

1 2 To Delete a Shopping Cart: Deleting the shopping cart will completely remove it from UD Exchange. The order will no longer be accessible by anyone including the Shopper. 1. On the Assigned Carts tab, locate the shopping cart. 2. Using The Action menu, select Delete 10 You can also return a cart from here without having to open it, such as if you see a name of someone who shouldn’t assign to you in your cart queue.

A pop‐up box appears for you to enter a note regarding the deletion. Click OK. Your note will be included in the email notification sent to the Shopper from UD Exchange. 11

Resources Procurement Services procurement@udel.edu See also: “Adding Financial Information to Shopping Carts” and “Modifying Shopping Carts” 12

Processing Assigned Shopping Carts Employees with Shopper access in UD Exchange must assign their shopping carts to a Requester for processing. If you are a Requester, you will receive an email notification from UD Exchange once a Shopping Cart is assigned to you. This guide discusses:

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Processing Assigned Shopping Carts Employees with Shopper access in UD Exchange must . assign their shopping carts to a Requester for processing. If you are a Requester, you will receive an email notification from UD Exchange once a Shopping Cart is assigned to you. This guide discusses: Locating your assigned shopping carts

Renaming Shopping Carts: Every shopping cart receives a default name. We recommend that you rename your shopping carts to better identify your shopping cart's contents and to locate the subsequent requisition/order. This is especially helpful if you have multiple shopping carts in progress at once.

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Where Is My Shopping Cart? 1. Click the Shop icon, hover over My Carts And Orders, and click View Draft Shopping Carts. 2. To open a specific shopping cart, click the appropriate Shopping Cart Name. 3. To access your active shopping cart, click the shopping cart Quick Link (top right). Click the View My Cart button. Add Prevailing Wage Checkbox

1. Select the radio button next to the Shopping Cart you want to move the item to. If you have multiple Shopping Carts, a list of their names will be available to select from . If you don't have other Shopping Carts, you will be offered the option to . Move to new cart. 2. Click the . Move . button. 1 2

WIRE SHOPPING CARTS offer different basket volumes and load capacities that can be extended with lower trays for the heaviest products. Durability, stability and distribution of the space that is always appreciated by your customers. 200L Shopping Cart* Model # RWR-PT200-05FB 200 liter shopping capacity (12,205 cu. in.) Size: 42.83 .

d. Straighten bent or damaged areas on carts. e. Lubricate any casters or bearings on all serviced carts. f. The Contractor will perform parts replacement on shopping carts only with parts of equal or greater quality than original. g. The Contractor is responsible for the removal of junk carts from the stores. C.

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