Shopper to-dos

As a shopper, you can have to-dos assigned to you, related to your purchases, for you to act on. You can view your to-dos by selecting the user icon on ShoppingHub Home.

To-dos are specific to the logged-in user, so you can view them when logged in and Shopping as Myself. When shopping as another user, you can’t see any to-dos unless you’re set up as a delegate for that user. If assignments and approvals are selected for the delegate, you can view and work on the to-dos and approvals accordingly.

This section includes purchase request approval tasks, purchasing tasks, procurement tasks, receipt tasks, and acknowledgment tasks. Selecting assignments also means that the delegate can view the to-dos on the purchase details page.

You can select a to-do to view the details of the task, and view and upload attachments associated with the to-do. You can also track the updates on a selected to-do by selecting the Activity tab. You can also compose a message and tag a person you want to address, with "@<primary contact name>", in the Comments field. An instructional message is displayed above the Compose section that dynamically shows who the primary contact is for the associated purchasing task. The specified user receives an email notification.

Here's a look at the types of shopper responsible to-dos that can be listed under My to-dos:

• Approvals tab: Approval tasks: Approve your purchase requisition
• Other to-dos tab
  • Purchasing tasks
    • Provide more details on your purchase
    • Request clarification on a purchase request (approver task)
    • Provide clarification on your purchase
    • Compare quotes and select a supplier
  • Procurement tasks
    • View a link or video
    • Upload a document
    • Sign a document
    • Submit a form
  • Receipt tasks
    • Confirm receipt of your order and quantity
    • View shipment details of your order
    • Confirm meeting a milestone for your service
  • Review your invoice acknowledgment
  • Review your service acknowledgment

Each of these to-dos displays specific information and have a specific action for the shopper to complete.

As a shopper, you can have visibility into to-dos, attachments, and activity stream views of purchase requests and orders. You can perform similar actions from the purchase order or order line section.

• To-do refinement options
  You can refine your to-dos through filtering, sorting, and searching options on the My to-dos landing page.
• To-do highlights
  Your to-dos are highlighted with color coding to help you quickly understand the due dates.
• Approve your purchase requisition from Shopping Hub Home
  Provide approvals for your purchase requisitions and invoice requests that are in pending approval state. Purchase requisition approvals are generated when an approval rule is triggered on meeting certain criteria. Invoice approvals are sent to the recipient of the line.
• Provide more details on your purchase from Shopping Hub Home
  Provide additional information on your purchase from Shopping Hub Home by answering the follow-up questions that the procurement specialist has posted regarding your order. Your response to these to-dos ensures that the procurement specialist understands your exact requirements and has all the necessary information before proceeding with the sourcing request.
• Request clarification on a purchase request from Shopping Hub Home
  As an approver, request clarification from the shopper on a purchase requisition if you have questions that you need answers to before approving or rejecting the purchase requisition. Purchase requisition approvals are generated when an approval rule is triggered on meeting certain criteria.
• Provide clarification on your purchase from Shopping Hub Home
  Provide clarification on your purchase by answering the question that the approver has posted regarding your order. Your response to this clarification ensures that the approver understands your exact requirements and has all the necessary information before proceeding with approving or rejecting your purchase request.
• Compare quotes and select a supplier from Shopping Hub Home
  Review the quotes that you have received from the various suppliers for the product you had requested sourcing for. These quotes are displayed after the sourcing requests have listed similar suppliers for the product model you requested for. You can choose to award the supplier with the quote that best fulfills your requirements.
• Confirm receipt of your order from Shopping Hub Home
  Provide confirmation of receipt of the items you ordered that are in pending receipt state from Shopping Hub Home, so that payment is processed to the supplier accordingly. If you have not received the complete order, you can confirm receipt of a part of your order as well with the date when you received them.
• View shipment details of your order from Shopping Hub Home
  View the current status of your ordered items, along with the tracking number and carrier name, from the Shipment details tab under your receipt to-dos.
• Confirm meeting a milestone for your service from Shopping Hub Home
  Provide confirmation from Shopping Hub Home on whether the supplier has met a milestone for a service you had ordered, so that payment can be processed to the supplier for that milestone. If a milestone hasn’t been met by the due date, you can raise a cancel request or propose a new completion date.
• View a link or video from Shopping Hub Home
  Complete your task by viewing a link or video that your procurement specialist has assigned to you, directly from Shopping Hub Home. This action is listed as a task under My to-dos.
• Upload a document from Shopping Hub Home
  Complete the task that your procurement specialist has assigned to you by uploading a document, directly from Shopping Hub Home. This action is listed as a task under My to-dos.
• Sign a document using DocuSign from Shopping Hub Home
  Provide your consent by signing a document using DocuSign, directly from Shopping Hub Home. This action is listed as a task under My to-dos.
• Sign a document from Shopping Hub Home
  Provide your consent by signing a document, directly from Shopping Hub Home. This action is listed as a task under My to-dos.
• Complete a form from Shopping Hub Home
  Fill in a form that your procurement specialist has sent to you, and submit it directly from Shopping Hub Home. This action is listed as a task under My to-dos.

Parent Topic:Using Shopping Hub