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Personalization

Shoppers have the ability to set default settings in BUworks Central for multiple attributes including the Delivery Address, Cost Center and Product Category.

The attributes set will be the default settings for every shopping cart created after the settings are saved.  These settings will pre-populate in the shopping cart but can be changed or updated as necessary from within the shopping cart.  See the instructions on Default Settings – Set Values for more information on adjusting the Personalization defaults form within the shopping cart.

Note:  The Delivery Address set in Personalization will only default the Street/House Number.  The other details of the address (C/O, floor and room number, etc.) will need to be added in Set Values on every shopping cart.

ADVANTAGES

  • Quickly order catalog and non-catalog items

  • Create shopping carts without entering the same information multiple times

INSTRUCTIONS
  1. From the BUworks Central homepage, click on Procurement and Personalization.



    Setting a default DELIVERY ADDRESS
  1. Click Edit and choose the Attribute Delivery Address*.

  2. Click Add Line.

  3. Select the Standard radio button, Click here to find your address value.  Type or paste the value into the Value field, and click Save.

    Note: The C/O, floor, and room fields are not saved using personalization.  Remember to populate those fields when creating new shopping carts.


  4. Setting a default COST CENTER

  5. Click Edit.

  6. In Attribute, select Cost Center, PERCLNT500*, and click Add Line.

  7. Select the radio button in the Standard field and enter your cost center in the Value field.

  8. Click Save to save the changes made to your Cost Center personalization.


    Setting a default PRODUCT CATEGORY

  9. Click Edit and choose the Attribute Product Category.

  10. Click Add Line and then click on the search in the From Product Category field.

  11. Type in the description of the items most frequently purchased, encased in ** (e.g. *lab* shown below), and click Start Search. Click on the description of the product category that you would like to use.

  12. Click on the radio button in the Standard field and click Save.

SUMMARY

Personalization has now been set for shopping carts. The settings will automatically populate when line items are added to a shopping cart. If you need to make changes, you can override the settings when creating a new shopping cart by following the Default Settings: Set Values procedure.


See also