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How to Set Up a Customer for Shopping

When a Customer has Shopping enabled, the ability to create requisitions is potentially available to users that have access to that Customer. Before individual users have access to Shopping, we need to set up the User’s “shopping rights” at the User level. 

This tutorial post explains how to set up a Customer for Shopping in SnapTracker. We will also highlight and define some of the shopping setup options on the Customer Shopping Setup screen.

Step-by-step instruction

From the main navigation bar on the left, select Setup, Customer Setup.

The Customer Setup screen displays.
Customer setup1_SnapTracker E-Commerce

Select Customer. The Customer screen displays.

Scroll to the bottom of the screen, click on the upside down triangle sign and select
Shopping.

Customer setup2_SnapTracker E-Commerce

The Customer Shopping Setup screen appears.

Here is where you can set up a Customer for Shopping.

Customer setup3_SnapTracker E-Commerce

Note that boxes with red triangle on it are mandatory and must be filled out.

Depending on the Customer’s shopping needs, select or deselect the customer shopping setup options on the screen. Some of them are:

  • Enable Shopping – If enabled, the ability to create requisitions is potentially available to users that have access to that Customer.
  • Enable Procurement – If enabled, a Procurement tab appears for setting up SnapTracker for procurement system integration.

Customer setup1procurement_SnapTracker E-Commerce

  • Enable Approval – Approval means after the user check out a cart, the cart is routed to an approver before an order is create. Depending on whether the user requires approval, select Yes or No. If Yes, choose a user as Default Approver
  • Review Cart – If enabled, carts will be routed to a dealer for review before the cart is completely checked out by a user.  This enables the dealer to add additional charges, such as labor, tax, or delivery and installation, so that when a user completes a final check-out, these costs are included with the order.
  • If answer Yes to Review Cart, choose a user as default reviewer under Send Carts To.
  • Reserve Shopping Cart Automatically – Depending on whether the Customer needs to enable (some of its) Users to automatically reserve a cart, select Yes / No. Note that in order to enable a user to reserve cart automatically, the feature also needs to be set up at the User level.

Click “Update” to complete the Customer Shopping Setup.