Enter Shopping Cart General Information

Explanation

Use this activity when entering information in the Shopping Cart before order creation. The Shopping Cart is a place holder for the products that the user wants to order. Before creating an order out of the Shopping Cart, order related information such as Delivery Address and Wanted Delivery Date must be entered. This activity is intended for a B2B user acting as a B2B Customer.

Prerequisites

• This activity is only applicable in IFS Aurena B2B
• In the Customer/General tab, the B2B check box must be selected for the appropriate customer.
• The user has added at least one product in the Shopping Cart for the customer, specified as the user’s default customer, in B2B User – Customer window

System Effects

Entered values are saved in the Shopping Cart, meaning that the values will be preserved for later until order is created.

Window

N/A

Related Window Descriptions

N/A

Procedure

1. In IFS Aurena B2B navigate to lobby page Order Management for Customers
2. Select the Lobby element for Shopping Cart
3. In the Products group, optionally change value in the Quantity field
4. In the General group, optionally change the defaulted value in Delivery Address field using the list of values. Only predefined delivery addresses for the customer are available to choose.
5. In the General group, optionally change the defaulted value in Document Address field using the list of values. Only predefined document addresses for the customer are available to choose.
6. In the General group, optionally change the defaulted value in Your Reference field, manually or by using the list of values.
7. In the General group, optionally enter a value in the Your Order No field.
8. In the General group, optionally enter a value in the Label Note field.
9. In the General group, optionally enter a value in the Notes field.
10. In the General group, enter a date in the Wanted Delivery Date field, using the calendar.

Notes:

• The Shopping Cart is also possible to reach from Products page, Product Detail page and Favorite Products page.
• The list of values for Your Reference is only based on set ups in Customer/Contact tab
• Information about Ship-Via and Delivery Terms is presented in a card view connected to Delivery Information field. To access this information, click on the hyperlink connected to Delivery Information label. The information is derived from basic data set up for the customer and is not possible to change by the user in the Shopping Cart.