Shop with employee credits

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Shop products from the various categories in ShoppingHub Home with employee credits that are allocated to you. You can search, browse, and shop from all open categories as well as from those restricted categories for which credits have been assigned to you.

    Before you begin

    To shop using employee credits, you must have some employee credits allocated to you by the ShoppingHub administrator. For more information on how employee credits allow you access to restricted categories, see Shopping controls overridden by credits.

    Role required: sn_shop.shopper

    About this task

    You can search, browse, and shop products from the various categories in ShoppingHub Home with employee credits that are allocated to you for those categories.

    Procedure

    1. Navigate to All > ShoppingHub > ShoppingHub Home.
    2. Select the Available Credits tab.
      The available credits and their product categories are displayed.
      Note:
      You don’t see the Available Credits tab if:

      • You don’t have any credits allocated to you.

      • You’ve fully or partially consumed your credits.

      • Your credits have expired.

    3. Navigate to the credit that you want to shop with, and select Shop this credit.
    4. On the Filters form, fill in the fields.
      Table 1. Filters form
      Field Description
      Get it by Date by which you want the product.
      Supplier Option to filter by the type of the supplier. The options are Onboarded and Preferred. Select one or more suppliers from the list to refine your search.
      Price Price range of the product. Select a minimum and maximum price to refine your search.
    5. From the search results, select the product you want to shop.
      The product details page is displayed.
    6. In the Purchase by field, select one of these options.
      OptionDescription
      Quantity Number of units of the product you want to shop.
      Budget Budget you have at your disposal.
    7. Select Request to buy.
    8. On the quick checkout form, fill in the fields.
      Field Description
      Where do you want this delivered? Location where you want your product to be delivered. The options are:
      • To a saved location
      • To a work address (already approved)
      • To somewhere else
      When do you need this product? Date range when you want your product to be delivered. The options are:
      • As soon as possible
      • On a specific date
      • I have a time frame in mind (a blanket order)
      Payment method Method of making the payment. The available credits are displayed here. If the price of the product exceeds the available credit, the remaining balance amount is scheduled for deduction from future paychecks based on the configured payback options.
    9. Accept the terms and conditions for credit purchases for paycheck payments.
    10. Based on whether the purchase is for an existing project, select one of these options.
      OptionDescription
      No Purchase isn’t for an existing project.
      Yes Purchase is for an existing project. Enter the project details as required.
    11. Add any supporting documents for this purchase as attachments, if applicable.
    12. Select Submit request.
      Note:
      You don’t have the option to shop with partial credits. Any unused credit automatically expires when you successfully place an order.

    What to do next

    You can view the allocation type and allocation amount breakup from the purchase requisition that is created, by navigating to the Cost Allocations related list of the associated purchase requisition line.