Favorites Lists
Document Sample


BEN Buys
Enhanced Penn Marketplace
Favorites
Add to Favorites
The system exercises you have completed provide an example of the most basic form of the
“Favorites” functionality. Once you have located a given catalog item in the Marketplace, you
can simply click the icon in the “add to Favorites” column.
A pop-up box is generated that shows your default “My Favorites” list.
“Edit Selected Names” is an optional field that allows you to enter a more easily remembered
name for a given item. The default is the description of the item as listed in the catalog.
Note: By changing this field you do not affect the database in any way, this field is only to
create a “nickname” for your use.
“Quantity” is an optional field in which you can enter the quantity of this item you most
frequently order. The default is “1”. Note: This quantity can always be edited once you add
a favorites item to your Marketplace shopping cart.
After clicking [Submit] you will see a message indicating that your, “Favorite product has
been added successfully”
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By clicking on the “Favorites” tab at the top of the Search Box, you can confirm that
this item has been added to your “My Favorites” folder.
To add an item from Favorites to your cart, highlight the desired item and click [Add to
Current Cart].
Note: You can create and name an unlimited number of favorites lists. The drop-down
arrow to the right of the folder field allows you to see any additional listings as
added.
In addition to your personal lists of favorites, you will also be able to view/access
listings of University Favorites, including “Laboratory Supplies – Top 20 Buys”,
and “Office Supplies – Top 20 Buys”.
The Favorites Lists Page
By using the “add to Favorites” icon and the “Favorites” Tab, you can add items to your
favorites list(s), view the contents of your list(s), view the contents of the University Favorites
lists, and select items to be added to your Marketplace Shopping Cart.
To edit your existing list, or to create/modify additional lists, you go to the “Favorites Lists”
Page.
Click “Favorites Lists” at the top of the Marketplace to get to the Favorites Lists page.
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The Favorites Lists Page: Active Folders
Clicking on the [Active Folders] tab at the top the “Favorites Lists” page shows the listings
currently available to you as folders. These folder icons show whether a given favorites listing is
open , closed , or contains sub-folders .
You can open a folder to see its contents by simply clicking on the folder icon. To close a
folder (hide the contents), simply click the icon again.
Item or supplier details can be viewed by clicking on the specific product or supplier in the
list.
The price listed is a price estimate. This is the price at the time the item was added to
favorites. Product information is updated automatically when you add an item to your
Marketplace cart, using the [Select] checkbox and the [Add to Current Cart] button.
o Tip: You can add the entire contents of a favorites list by
Clicking [Select] checkbox next to the folder name, then
Clicking the [Add to Current Cart] button.
Important: Since “Punchout” item information is not stored in the Marketplace
database, the information for these items cannot be updated.
“Punchout” items should not be added to your favorites lists.
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The Favorites Lists Page: Edit Folders
Clicking on the [Edit Folders] tab at the top the “Favorites Lists” page allows you to:
Create new sub-folders
Copy items from one folder to another
Move items from one folder to another
Edit a folder or product in your favorites lists
Delete a folder or product
Note: You will only be able to edit your own lists. Only Purchasing Services can edit
the “University Favorites” lists. However, you can copy items from the University
Favorites lists into your own lists, if desired.
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Create a New Sub-Folder
By creating sub-folders, you can organize your favorites lists in the way that works best for you.
For example, to create a sub-folder for “Dr.X”
Click the icon to create a new sub-folders:
Enter a “Folder Name” the pop-up window. In this case, “Dr. X”
Click [Submit]
The new listing shows as a sub-folder of your favorites.
Each additional list you create will be listed as an option whenever you [Add to
Favorites].
o Example: Now that there is a sub-folder for Dr. X, you can select either
“My Favorites” or “Dr. X” as the folder to which an item is added
when using the [Add to Favorites] button.
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Copying or Moving Items
Once you have multiple favorite lists, or sub-folders, you may want to re-arrange the items you
have selected. Items in your lists can be either copied or moved from one list to another. For
example, to copy the contents of the “University Favorites” list to the folder for “Dr. X”:
Click the icon to copy items from one folder to another located to the right of the
“Laboratory Favorites – Top 20 Buys”
Note: “Laboratory Favorites – Top 20 Buys” is a sub-folder under “University
Favorites”. If you cannot see the listing, click on “University Favorites”
first to be able to view this sub-folder.
Similarly, to add a single item (rather than the contents of the entire
folder, open the selected folder until you get to the list of contents, then
use the copy icon to select specific items.
A pop-up box is generated that allows you to select the folder to which you would like to
copy these items, in this case, “Dr. X”
Click [Submit]
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Editing or Deleting Items
Individual items or entire favorites lists can be either edited or deleted as needed, by choosing
either the icon to edit a folder or product in your favorites list , or the icon to delete a folder
or product .
Some tips on editing favorites:
o To edit an individual item, click the edit icon next to that specific item. You will
be able to edit the Product Name and Quantity listed in your favorites.
o To edit a folder, click the edit icon next to that folder name. You will be able to
edit the name of the folder.
o You cannot edit “University Favorites”, only your own favorites lists and items.
Some tips on deleting favorites:
o To delete an individual item, click the edit icon next to that specific item. You
will see a pop-up box asking you confirm that you want to delete that item.
o To delete a folder, click the edit icon next to that folder name. You will see a
pop-up box asking you confirm that you want to delete the folder.
Note: All items must first be deleted from the folder before it can be
deleted.
o You cannot delete “University Favorites”, only your own favorites lists and items.
Returning from the the “Favorites Lists” Page
Once you have completed working on the “Favorites Lists” Page, you can return to the other
areas of the Marketplace by clicking on the “Home”, “Search Tools”, or “Carts” links at the
top of the page.
When you return to either the “Home” or “Search Tools” page, you will find your
additions/changes available by clicking on the “Favorites” Tab.
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