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Catalog Properties and Checkout

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In this lesson, you will learn:

  • Where catalog settings live
  • How to hide quantity
  • What two-step checkout is
  • How to order on behalf of someone

πŸ” Quick look back: Last time: Catalog Roles and Delegated Management. You learned how catalog roles let Lucas manage the catalog and a Desktop Support lead edit only Hardware items.

1 “Why did Sam order 10 monitors?”

Sam meant to type 1. He typed 10.

  • There was no check before submitting.
  • Beth approved it without looking closely.
  • Sam also called Abel, who couldn’t order for him.

🎯 The problem: Small catalog settings cause real mistakes and extra calls.

πŸ‘‰ The fix: hide quantity where it makes no sense, add a review step, and let agents order for others.

2 SNWR’s settings

Setting SNWR choice
Hide quantity On for every Hardware item (Portal settings tab)
Two-step checkout On: Sam reviews the order before submitting
Order on behalf Service Desk agents can order for any SNWR employee

Key term: Two-step checkout

Before an order is sent, the requester sees a review page and confirms it.

Key term: Order on behalf

One person places an order for someone else, like Abel ordering for Sam.

Two-step checkout for Sam's monitor. Step 1: Sam fills in the SNWR Request a monitor form. No quantity box is shown. Step 2: a review page shows the item, Requested for Sam Lee, and delivery to Mumbai HQ. Sam clicks Checkout to submit.
Figure 1. Sam checks his order before it’s sent.

3 Where settings live

  • Two-step checkout: the property glide.sc.sp.twostep for Employee Center and Service Portal.
  • Hide quantity: a tick box on each item.
  • Order on behalf: the Requested for variable, and who can change it.

πŸ“ Note: Search Service Catalog β€Ί Catalog Administration β€Ί Properties for the rest. Read before you change.

πŸ’‘ Good to know: Need a refresher? See Fundamentals β€Ί System Properties β€Ί Viewing & Editing Properties.

4 Let’s try it: set up checkout

  1. Open SNWR Request a monitor. On the Portal settings tab, tick Hide quantity.
  2. Find the property glide.sc.sp.twostep and set it to true.
  3. Impersonate Sam. Order a monitor, and check you see the review page before it’s sent.
  4. Impersonate Abel. Order a monitor and set Requested for to Sam Lee.
  5. Check the RITM shows Sam as Requested for, and Abel as the person who ordered.

5 Quick recap

  • Hide quantity where more than one makes no sense
  • Two-step checkout adds a review page
  • Agents can order on behalf of employees
  • Settings live on the item and in catalog properties
  • Read a property before you change it

6 Check yourself

Think of your answer first. Then tap to check.

1 How do you stop Sam ordering 10 monitors by mistake? Show answer

Hide quantity on the item.

2 What does two-step checkout add? Show answer

A review page before the order is sent.

3 Abel orders for Sam. Who is Requested for? Show answer

Sam Lee.

4 Which property turns on two-step checkout in Employee Center? Show answer

glide.sc.sp.twostep.

Nice work! SNWR’s catalog is ready for orders. πŸŽ‰
Next up: Fulfillment Design

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