Cart Assignee Guides

1. Cart Assignee Guides • Manage Carts Assigned to Me • Setting a Substitute Assignee

2. Task Definition: After being notified via email, the Assignee retrieves the Shopper’s cart in the Penn Marketplace for processing through BEN Buys Checkout. Manage Carts Assigned to Me • In this task – The Assignee picks up the Shopper’s cart, reviews the comments and Accepts, Returns or Deletes the cart. • Submitted carts are processed via BEN Buys. • Rejected carts are returned to the Shopper. • Shopper is notified via email if the cart has been deleted. • Steps: • Log into BEN Buys and go to the Penn Marketplace. • Click on “Action Items” along the top. • Review the cart. • You can either submit to BEN Buys, return it back to the creator or delete the cart. Simulate the action by clicking the gold oval when you see the ‘arrow and oval’ Once you accept a cart, you become the cart ‘owner’ and may add more product to the cart or combine the cart contents with another cart.

3. Step 1: Click Action Items to see carts assigned to you. Manage Carts Assigned to Me

4. Step 2: Click Carts Assigned To Me on the pop up. Manage Carts Assigned to Me

5. Step 3: Choose a cart assignment to review. Manage Carts Assigned to Me

6. Step 4: Select an action on the cart. Manage Carts Assigned to Me • You have now taken ownership of the cart and may do the following: • Review the items, comments and history of cart. • Submit the cart to BEN Buys to create the requisition/PO. • Return the cart back to the creator with a note. • Add more items to the cart. If the comments do not clearly explain why the product is being ordered and/or the cart contents are not appropriate, return the cart.

7. Manage Carts Assigned to Me Return: Enter a reason why you are returning the cart to the Shopper.

8. Manage Carts Assigned to Me Cart Delete: You may delete cart that are no longer necessary. If the Assignee deletes a cart assigned to them, an email notification is sent to the Shopper and no further action can be taken.

9. Setting a Substitute Assignee Task Definition: Set up a substitute assignee in your absence. • In this task – Set up a substitute assignee who will receive carts submitted to you. • You can remove the substitute as necessary. • Cart submitter will receive an email notification informing that the cart has been delegated to your substitute. • Steps: • From the Penn Marketplace – hover over the Cart icon and then mouse over My Carts and click on My Draft Carts. • Along the top and on the left between the Create Cart button and carts listing you will click on the Assign Substitute link. • Search and select for the user whom you wish you wish to delegate incoming assigned carts. • Follow steps 1 and 2 and click End Substitution to terminate cart delegation. Simulate the action by clicking the gold oval when you see the ‘arrow and oval’

10. Setting a Substitute Assignee Step 1: Navigate to View Drafts Carts.

11. Setting a Substitute Assignee Step 2: Click Assign Substitute and select the user to receive your future cart assignments.

12. Setting a Substitute Assignee Step 3: When you are ready to receive cart assignments – just click End Substitution.