Create sourcing checkout record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Create a custom checkout to use for sourcing requests for a specific product, product model, or product category.

    Vorbereitungen

    Role required: sn_shop.procurement_administrator

    Warum und wann dieser Vorgang ausgeführt wird

    Utilize record producers to create a custom set of questions to ask Shoppers during checkout while initiating a sourcing request.
    • You can use a sourcing checkout for all the goods or services using the default checkout from ShoppingHub Configuration.
    • You can use a sourcing checkout for a specific supplier product, or a product model, or a product category from the Sourcing and Purchasing Automation tab on each record.

    Prozedur

    1. Navigate to a supplier product, a product model, or a category section.
      For supplier model, All > Sourcing and Purchasing Automation > Primary Data > Supplier Product > Create new sourcing checkout.
      Catalog builder opens.
    2. Select Details to update basic information about the record producer such as the name and description.
    3. On the form, fill in the fields.
    4. Select the Destination tab and fill in the fields.
    5. Select the Location tab and select a catalog and category where requesters can find the item.
      Fill in the fields or use the available information.
    6. Select the Questions tab and create custom or select from the preconfigured questions.
      The following questions are available in the default sourcing checkouts.
      Question setDescription
      ShoppingHub: Product & Other data for Checkout Collects data about the product that is sourced from the Shopping Hub product details page. Includes multiple variables that map to the cart line and purchase line. This is included in every Shopping Hub checkout which cannot be removed when using the catalog builder template.
      ShoppingHub Checkout Delivery Date for Goods Selector Select a delivery date or create a blanket PR for a good. Includes multiple variables that map to the cart line and purchase line.
      ShoppingHub Checkout Delivery Date for Services Selector Select a start date and end date or create a blanket PR for a service. Includes multiple variables that map to the cart line and purchase line.
      ShoppingHub Delivery Location Selector Select an office location or add a new location for a product or service to be delivered to. Includes multiple variables that map to the cart line and purchase line.
      ShoppingHub More Info Request Provide additional info while sourcing a product. Maps to the sourcing request details field in the cart line and sourcing.
      ShoppingHub Other Request Provide details about “something else” when sourcing a product. Maps to the sourcing request details field in the cart line and sourcing request.
      ShoppingHub Purchase Reason Provide a reason for purchase. Maps to the purchase reason field in the cart line and sourcing request.
      ShoppingHub Sourcing Intent Select whether they want to receive a quote, a POC, more info, or something else about a good or service being sourced. Maps to the request type field in the cart line and sourcing request.
      ShoppingHub: Good Delivery Date (only) Select a delivery date for a good. Maps to the estimated delivery date field in the purchase line.
      ShoppingHub: Service End Date (only) Select an end date to a service. Maps to the end date field in the purchase line.
      ShoppingHub: Service State Date (only) Select a start date to a service. Maps to the start date field in the purchase line.
    7. Select the Settings tab and fill in the fields.
    8. Select Review and Submit.