Viewing orders that have not yet been submitted: orders in the shopping cart of the user

As an application manager or purchasing department employee, you can view orders that have not yet been submitted. These are orders still in the customer's shopping cart. This can be useful, for example, when the customer contacts you with a question about the desired coding of the order.

New in shopping cart

You can view the current, not yet submitted order from the customer via the Procurement/Archive menu. If you select the status "New in shopping cart" on the right side, you will see all the orders that are in customers' shopping carts. These orders are identified by a green plus sign. When you hover your mouse over the plus sign, you'll see the status "New in shopping cart."

Canceling orders in the shopping card as an administrator

As an administrator or a purchasing department employee with the appropriate rights*, you can cancel orders in the purchaser's cart. This will remove the order from the user's cart. To do this, navigate to Procurement / Complete. Check the order(s) you wish to cancel and click on "Cancel Orders" at the top. The orders will be deleted. Note that the user will not receive a notification about this. If desired, you can inform the purchaser separately.

*Users can perform this action when they have a role based on a rights set which has module administrator enabled for Procurement, and have the access to the Complete menu.

Tip to assist users further

If a user calls you asking why they cannot select a certain supplier when creating an order, check the order the user has in their shopping cart via the archive. Then, consult the steps in this article to ensure that the order can be placed with the correct supplier.

Similarly, if a user cannot select a specific detail when creating the order, such as a cost center, it is advisable to first view the order yourself via the archive. You can then check based on which coding the user wants to select the cost center and take any necessary steps to ensure the correct cost center can be chosen.

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