Edit sourcing checkout record

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

    • Edit the default sourcing checkout used for all sourcing requests or create a custom checkout for sourcing requests for a specific product, product model, or product category.

    Before you begin

    Role required: sn_shop.procurement_administrator

    About this task

    Use 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 Purchase Automation tab on each record.

    Procedure

    1. Navigate to the default sourcing when sourcing a goods or product from All > ShoppingHub > Administration > ShoppingHub Configuration > Edit sourcing checkout.
      The default source checkout opens on the catalog builder.
    2. Select Details to review and update fields about the record producer.
    3. Review the Destination and Location tabs.
    4. Select the Questions tab and add from the pre-configured questions.
      See Create sourcing checkout record for more information.
    5. Select the Settings tab and fill in the fields.
    6. Select Review and Submit for a final review and submit the record producer.

    Result

    Edits to an existing sourcing checkout are now complete.