Advanced Shopping Features
Advanced Shopping Overview
OneSource IT includes advanced shopping features that help streamline the eProcurement process and let you configure it to the needs of your organization.
Create custom catalogs to make it easy for users to find the products that are right for your organization.
Create and share templates to facilitate frequent orders.
Set up customized workflows to expedite order approval and processing.
Use our online Kingston Memory configurator to quickly and accurately select the correct RAM for virtually any computer system.
Use our online Printer Supplies wizard to quickly find the right supplies for your printer's specific make and model.
Use our online Belkin Cable wizard to quickly find the cable and connector items compatible with your computer system.
Use the Previously Purchased option to quickly find previously purchased items for review or reorder.
Use the Promotions feature to easily access the complete list of One Source IT items associated with an instant rebate.
Using the Kingston Memory Configurator
If you're looking to upgrade your computer's memory, OneSource IT provides a "configurator" that helps you determine precisely what RAM, and what RAM chip combinations, your computer can accommodate. The configurator allows you to search for compatible memory, view memory specifications, and locate selected memory in the ePlus catalog.
To use the memory configurator:
1. Click Kingston Memory in the Configurators box, which is located in the Main Menu. The Kingston Memory Configurator search page is displayed.
2. The configurator search page lets you search for compatible memory by specifying your computer's manufacturer, system type, model and part number. Enter as much information as you can. You do not need to complete all fields to execute your search.
3. Click Find. If you entered sufficient information in the search page, the configurator displays a list of systems that match your search criteria.
4. Select your computer from the results list, and then click Find. The configurator displays the memory configuration page for the computer you have specified. On this page you can:
View detailed product information by clicking the Kingston part #.
Select the memory you want to order.
Print the page.
Start a new search in the configurator.
5. Click the Select hyperlink next to the memory you want to order. OneSource IT displays the item in results list view. Now you may compare the item with others, add it to your OneSource IT shopping cart, and view item details just as you can for any other OneSource IT catalog item. For more information, see Results List Overview.
Related Topics
Using the Printer Supplies Wizard
Using the Printer Supplies Wizard
If you're looking for printer supplies, OneSource IT provides a "configurator" that helps you quickly find the catalog items compatible with your printer.
To use the Printer Supplies Wizard:
1. Click Product Wizards, which is located in the Shop drop down menu.
2. Click on link under Print Supplies and The Printer Supplies search page is displayed.
3. Use the drop-down menus to select the Manufacturer, Product Line and Model No. of your printer.
4. Click Search. OneSource displays a list of supplies compatible with the printer you have specified. Now you may add an item to your OneSource IT shopping cart and view item details just as you can for any other OneSource IT catalog item. For more information, see Results List Overview
Using the Belkin Cable Wizard
If you're looking for computer cables and connectors, OneSource IT provides a "configurator" that helps you quickly find the catalog items compatible with your computer.
To use the Belkin Cable Wizard:
1. Click on Product Wizards under Shop, located in the Main Menu.
2. Click on the link under Cables and the Belkin Cable Wizard search page will display.
3. You can search by Cable Type, Connector, and Other Connector.
4. Hit Search and a list of cables and cable accessories that fit your search criteria will display.
Cisco Configurator / Cisco B&P
Using the Cisco Configurator / Cisco B&P
If you are looking to ‘import’ Cisco configurations and estimates into your OneSource shopping cart as a quote. Cisco configurator provides a fast and easy way to do so using ‘punchout’.
Please contact your sales rep to get your Cisco ID set up.
To use the Cisco Configurator / Cisco B&P:
1. Click
on Product Wizards under Shop, located on the main menu.
2. Click on the link under Cisco Estimator and you will be launched into Cisco’s application.
3. You may then create a estimate by adding parts into Cisco’s shopping cart.
4. When your estimate in ‘valid’ select ‘Transfer Estimate’
5. Your estimate will ‘punchout’ to OneSource IT shopping cart.
6. Now that you’re in the OneSource IT shopping cart you may create a quote, or checkout.
Previously Purchased Items
The Previously Purchased Items page enables you to quickly view the complete list of items you've ordered in the past 90 days. After you display the page, you can click an item link to view item detail information, and you can sort the list by Product Detail, Price, or Order Date. You can also add a listed item to your active shopping cart.
To view previously purchased items:
1. Click the Previously Purchased link in the Shop box. The Previously Purchased Items Search page displays.
2. Enter your search criteria as needed, and then click Search. OneSource IT displays the list of all your items matching your selection criteria.
3. Click on any item link in the Previously Purchased Items list to view the details for that item.
4. To add an item to your active cart, click the item's shopping cart icon, which appears to the right of the item.
Promotions
The Promotions feature provides easy access to the complete list of One Source IT items associated with an instant rebate. Selecting the Promotions option in the Shop menu displays the Promotions page.
From the Promotions page, you can quickly search for promotional items by manufacturer name or product category. The Promotions Results page lists the promotional items matching your selection criteria. From the Promotions Results page, One Source IT enables you to easily add an item to your shopping cart, or view item details just as you can for any other OneSource IT catalog item.
As part of the Promotions feature, One Source IT displays a gold star in the Price field of any promotional item to help easily identify promotional items throughout the system. The gold star appears in all catalog pages and the Shopping Cart page for any promotional item.
To view promotional items:
1. Click the Promotions link in the Shop box. The Promotional Items Search page displays.
2. Enter your search criteria as needed, and then click Search. OneSource IT displays the list of all your items matching your selection criteria.
2. Click on any item link in the Promotional Items list to view the details for that item.
3. To add an item to your active cart, click the item's shopping cart icon, which appears to the right of the item.
Standard Catalog
Standard Catalog Overview
The OneSource IT Standard Catalog feature lets you bundle products into standard configurations that include related components and accessories (such as computer, memory, drive and monitor combinations). These standard product configurations are listed in a Standard Catalog that can be designed to reflect the procurement conventions of your organization.
Ordering a configuration from the Standard Catalog is more efficient and convenient than searching for and ordering each of the bundled items separately. You access the Standard Catalog by clicking Standard Catalog in the Shop box in the Main Menu, or by clicking the Standard Catalog quick-access button in the Home page.
Your organization's Standard Catalog can have unlimited categories and subcategories, with any number of standard configurations within each subcategory. You can specify exactly how your Standard Catalog will appear, from the high-level hierarchical structure to the features and information displayed for each line item in a configuration.
To build or edit your Standard Catalog, contact your ePlus Sales Representative. For more information about how a standard configuration can be customized to meet your needs, see Standard Configuration Options.
Standard Configuration Options
Your ePlus Sales Representative can customize your Standard Catalog to reflect the requirements and business practices of your organization. In addition to setting up your Standard Catalog hierarchy and adding, removing and re-arranging configurations, your Sales Representative can select the following options for each line item:
Selectable – If this option is selected, a checkbox appears next to the item, allowing the shopper to include or exclude the item when they order the configuration. Otherwise, no checkbox appears next to the item and it is included in the order by default.
Default Quantity – This option lets you specify default quantities for the item.
Qty Selectable – This option makes the default quantity editable, so that the shopper can adjust the quantity ordered with the configuration.
Parent Item – If this option is selected, items listed below this item (if they are not also specified as Parent Items) will be indented to indicate a parent/child relationship.
Configured Item – If this option is selected, the ePlus Sales Representative processing the order will be notified that the item needs to be configured prior to shipment.
Use CNET Description – Selecting this option will insert a brief item description in the standard configuration detail view.
Use CNET Picture – Selecting this option will insert a picture of the item in the standard configuration detail view.
Shopping the Standard Catalog
In the Standard Catalog, users shop for standard configurations by browsing the categories and subcategories, selecting a standard configuration, and then adding it to the shopping cart.
To shop the Standard Catalog:
1. Click Standard Catalog in the Shop box located in the Main Menu. OneSource IT displays the Standard Catalog page. This page displays a folder hierarchy that contains products in standard configurations.
2. Click on the plus signs to open folders and drill down to the configuration icons they contain.
3. Click on a configuration icon to open the detail view of the configuration. The configuration may include multiple products, and may allow you to select from various optional products and order quantities.
4. You can view the details of any product in the configuration by clicking the short description. From the product detail view you can return to the configuration detail view by clicking Return to Previous Page.
5. To add items in the configuration to your shopping cart:
a. Select the check box next to each product you want to order. If there is no checkbox next to the item, it is included by default and must be ordered with the configuration.
b. Quantity for an item may be editable. If so, you may adjust the order quantity to suit your needs.
c. Click the Add button at the bottom of the configuration page. Your products are added to the active cart. If you have no shopping carts, OneSource IT creates a new cart and adds the selected product(s) to it.
Fixed Example
Non-Fixed Example
Templates
Templates Overview
OneSource
IT allows you to convert shopping carts to templates, save these templates,
and then use them to expedite the same or similar orders in the future.
You can also have your ePlus Sales Representative create templates
for you. You can view the list of available templates by clicking
Templates in the Shop box in the Main Menu.
Creating Templates
You can create a template from any shopping cart.
To create a template:
1. Add items to your shopping cart (if you haven’t done so).
2. Open the shopping cart that you want to save as a template. (For more information, see Viewing Shopping Carts.)
3. In the shopping cart detail view, make any modifications that you want reflected in the template. (For more information, see Modifying Your Shopping Cart.)
Note: You don't need to save changes to the cart (by clicking Update Cart) to have these changes reflected in the template.
3. Click Create Template. The Create New Template page appears.
4. Complete the template metadata:
· Description (required field)
· Category
· Start Date
· End Date
· Add Template ID to Packing Slips & Invoices? (Select this option to print the template ID on packing slips and invoices from ePlus.)
· Set Template as a Standard? (All templates default as a standard and are available to all users. Selecting No has no effect at this time.)
5. Click Save Template at the bottom of the page.
