Shopping Cart Applet

Purpose and Overview

Who Benefits from This Applet?

Employees:

• Request items needed for work
• Track requisition status
• View order history

Department Heads:

• Approve team requisitions
• Monitor department spending
• Control budget allocation

Procurement Teams:

• Process approved requisitions
• Manage vendor orders
• Track fulfillment status

Finance Teams:

• Monitor internal spending
• Allocate costs to departments
• Track budget utilization

What Problems Does This Solve?

Traditional Requisition Challenges:

• Paper-based request forms
• Lost or delayed approvals
• No visibility into request status
• Difficult to track spending patterns

The Shopping Cart Solution:

• Digital requisitions - Submit requests from anywhere
• Automated approval routing - Right approvers, right order
• Real-time tracking - Know where your request stands
• Budget integration - Automatic spending controls

Key Features Overview

Key Concepts

Requisition Flow

Browse → Add to Cart → Checkout → Pending Approval → Approved → Fulfilled
   │          │           │             │               │           │
   │          │           │             │               │           └── Items delivered
   │          │           │             │               └── Ready for processing
   │          │           │             └── Awaiting manager
   │          │           └── Submitted for approval
   │          └── Collecting items
   └── Find needed items

Quick Start Guide

For Employees: Request Items

Goal: Submit a requisition for office supplies

1. Browse: Navigate to Catalog and find items
2. Add to Cart: Click “Add” for each needed item
3. Review Cart: Check quantities and adjust if needed
4. Checkout:
   • Add Purpose/Reason
   • Select Delivery Location
   • Submit for approval

For Managers: Approve Requests

Goal: Review and approve team requisitions

1. Check Notifications: View pending approvals badge
2. Review Request: Click to see details and items
3. Verify Budget: Ensure funds are available
4. Approve/Reject: Take action with comments

Shopping Cart

Your virtual cart to collect items before submitting:

• Add/remove items
• Adjust quantities
• Save for later
• View estimated costs

Requisitions

Track all your submitted requests:

• Draft - Started but not submitted
• Pending - Waiting for approval
• Approved - Ready for fulfillment
• Fulfilled - Items delivered
• Rejected - Not approved (with reason)

Approval Workflow

Configurable approval logic:

• Value-based thresholds
• Department routing
• Category-specific approvers
• Multi-level approvals

Catalog Browse

Browse available items:

• Search by name or code
• Filter by category
• View stock availability
• See pricing information

Order History

Access past orders:

• Reorder previous items
• View fulfillment details
• Track delivery status
• Download order receipts

Configuration & Settings

Catalog Settings

• Manage available items
• Set pricing and availability
• Define item categories

Approval Settings

• Configure approval chains
• Set value thresholds
• Define approver roles

Budget Settings

• Set department budgets
• Configure spending limits
• Enable budget warnings

FAQ

Q: Can I save a cart without submitting? A: Yes, use “Save for Later” to keep items in your cart for future checkout.

Q: How do I know when my request is approved? A: You’ll receive a notification and can track status in “My Requisitions.”

Q: Can I edit a submitted requisition? A: Only if it hasn’t been approved yet—contact your approver to return it.

Q: Who pays for my requisition? A: Costs are allocated to your department’s budget automatically.