Assigning Carts to Multiple People

Summary

Assigning a cart to multiple people

Body

JacksBuy allows all users to assign carts to their Departmental Buyer for completion. Multiple people may be selected.

Assigning a Cart

  1. Once items have been added to your cart, users have the option to Proceed to Checkout or Assign Cart.  I fyou would like to add a funding source, comments, attachments, etc., select Proceed to Checkout and reference the How to - Add Comments and Attachments guide.  

 

  1. Click the “Assign Cart” button located on the top, right‐hand corner of the screen. 

 

  1. Window will display. Select Search

 

 

  1. Search by user Last Name, First Name, or any other identifying factors.

 

  1. Search results will display.  Verify selected user is correct. Select + sign. 

 

  1. NOTE: To Assign to multiple people, repeat steps 3-5 until all users are added.

 

  1. Verify Selected User is correct, include any notes if needed, and select Assign.

 

  1. Confirmation page will display. Note that cart has been assigned and is pending with Requestor. Requestor will need to review and Submit to Workflow to being the approval process.

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Details

Details

Article ID: 171710
Created
Mon 3/30/26 10:14 AM
Modified
Mon 3/30/26 10:14 AM