Customer Center: Shopping Cart & Checkout

This article describes Customer Center’s Shopping Cart redesign and the general processes to complete and submit your requests.

The Shopping Cart has been redesigned to provide more flexibility when ordering items in Customer Center. 

• You can easily save requests for later. 
  
  • The cart saves as items are added. If you log out and then back in, the cart is restored.
• You can create requests with multiple types of actions.
  
  • You can perform add, move, and change actions within a single request.
• You can create multiple requests within the Shopping Cart. 
  
  • The count next to the Shopping Cart icon indicates how many requests are in the cart, not the number of individual items. 
• You can submit all or only some of the completed requests in your cart. 
• After submitting one or more requests, you will be presented with a summary of the request(s), which is printable.

To open the cart, click the Shopping Cart icon.

You can navigate to a particular request in your cart by using the Select Requests drop-down menu, using the Search Requests search bar, or scrolling down the cart. The cart will only load four Pending Requests initially. If more exist, you will see a  button at the bottom of the page - Load More Requests. 

When you reach the end of the list, the button will display No More Requests.

There are two types of Pending Requests:

• Ready to Submit - These requests display a Green checkmark.
  
• Incomplete - These requests are missing Required information and display a warning icon.
  

Each Request is editable from the cart. Each field is explained/described below.

• Each Request can be Titled uniquely to help differentiate multiple Requests being worked on. Click the pencil icon next to the default request title to edit. There is a 30 character limit, and you must save at least one item in your cart before leaving the cart to apply the new title. Once your request has been submitted, it will be assigned an SR number, as the Titles are only useful in the cart to differentiate between your saved requests.
• The new Urgency drop-down box is available to mark your Request as Low, Medium, and High; however, all requests are processed in the order they are received, and we currently have a -3 day turnaround time. If you have an urgent request, please contact Customer Service by phone: 5-7099, option 3, or email: customer_service@ncsu.edu. 
• The Who Owns This? Field defaults to Department. Do not change this!
• The Owner and Account fields could be filled in at the top level of the Request and/or per item if you filled in the Request Information form while shopping; that information will autofill into the Request and all of the items contained in the Request.
  
  
• Attachments can be added to the Request as long as they are less than 10Mb in size.
• The Description field is used to describe the overall Request. If you have comments about a specific item,  you will do that in the Edit Item Information form for that item.

Within each Request, items are grouped as either Services or Standalone Equipment (Equipment associated to a Service and Change Actions are grouped within Services) and are hidden by default. You can view the item(s) by clicking the down arrow .

• When expanded, all Services/Change Actions and/or Standalone Equipment will display.
  
• For each item in your Request, you can Edit Item Information, Delete the Item, or Preview Item Information. 
• When you click the Edit Item Information button for an item, you will complete the Required Information for the item and then click Save. If there are other items in the Request, you can directly navigate the other items using the Previous and Next buttons.
  
• When you have completed filling in the required information for the items and clicked Save, click the X to close the Edit Item dialog box. 
• Edit Item Information fields for Standalone Equipment are fairly simple. First, you must fill in the Billing Account (GLA) and click Save. Next, fill in the Location field if the Equipment will be delivered.
  
  
  • The Department (OUC) or ‘Owner’ of this Equipment is listed at the Request level.
    
• Edit Item Information for Services and Change Actions require more information, and the fields may vary as seen below:
  
  
• The Who Owns This? Field defaults to Department. Do not change this!
• If Owner and Account fields are filled in at the top level of the Request, it will autofill into the Edit Item Information for each item but can be edited.
• The Location picker defaults to Find Existing. Do not change this! 
• The Location field can be populated by typing the Building Name > Room number or using the Magnifying Glass icon to select the location from a list. 
• The Current Location field displays the location of an Active Service. If updating, use the Move-to Location field to type in or select the new location from a list. 
• The Reference field is optional and can be used to label or reference the item on a Request. 
• The Comments field should convey any additional information the Customer Service team might need to complete the Request.

There are additional fields at the bottom of the Edit Item Information for most Services and Change Actions.

Note: The fields may differ from the pictures displayed below depending on the Service you are ordering. 

Additional Information fields will vary by item, but the most common are:

• Unity ID - Type the user's Unity ID carefully as the software does not validate the entry. For general purpose areas, type Generic.
• Display Caller ID Name - Type user's choice of name to display on the Caller ID when placing calls.
• Outlet Number - The number is posted on the outlet/jack. If you can't see the outlet number, use the link to see the Floor Plans link (link located at the *Outlet Number field).
• VLAN - Type the location's VLAN in this field. If you don't know it, either use the link to email your LAN Admin or use the Floor Plans link.
• Port/Jack Location To - Type whichever of the four ports on the outlet will be used for the service. If you can't determine which port should be used, try the Floor Plans link.
• Voicemail - Select Yes only on new service or request a reset; otherwise, select No.

 Note: If any of the fields are pre-populated, do NOT change the values unless you actually need to.

Locating the Outlet, VLAN, and Port/Jack Location

If you still have difficulty locating the information for the Outlet Number, VLAN, and Port/Jack Location fields, click the Floor Plan link to open the Public PLA Ground webpage.

1. Enter the name of the building in the Building Search field.
2. Click the Find Building button to bring up the Building Name and Status.
   
3. In this example, talley was typed in the Building Search field, and then the floor plan for (102) Talley Student Union shows in the list. The Status shows Full, indicating the floor plan is available.
   
4. Click the Building Name link to open the building record.
5.  Click the PDF Floor Plan link to open the floor plan in a new window, then search for the room number on the floor plan.**Click the (+) in the lower right-hand section of the screen to zoom in.
6. Once you've located your room (room # shown in doorways), you can locate the outlet. For example, if I am looking for Rm 4238 in Talley Student Union:
   
   **Tip: Press Ctrl+F to open the Find search box. Enter the room number, and the floor plan will center in on the room!

    

7. Now orient yourself in the room to locate the correct outlet. In this example, it's simply because there is only one outlet. 
8. Please write down the outlet number (or copy it) and close the floor plan.
9. Back on the Public PLA Ground page, in the Outlet Trace section, enter the building name (Talley Student Union) in the Choose Building field and enter (or paste) the outlet number (4289D-73) in the Outlet Name field.
   
10. Click the Trace button to open the record.
11. The details for this location display in a table format, indicating the Port/Jack location to be in the Lower Right port, marked B. In addition, the VLAN is shown as 902.
    
    Note: If the outlet is not patched, the VLAN will not display when using the Outlet Trace tool. Contact your LAN Admin by clicking the LAN Admins link on the Edit Item Information page.

     

12. When you have completed all of the details for your request items, each item will display a green checkmark.
    
13. When you are ready to submit the Request, tick the checkbox next to the title of the Request and then click the Green Submit Selected Requests button. You can also select multiple Requests to submit at once.
     

1. If you have completed all required information fields, the Submit Requests pop-up will ask you to confirm. Click Ok.
   
2. If the Request has incomplete information, the Submit Requests pop-up will notify you. Click Cancel and return to the Request and complete all required fields.
   
3. If you have selected multiple Requests to submit all at once and one or more of them is incomplete, the Submit Requests pop-up will notify you that not all of your Requests are ready to go. In addition, it will let you know which Requests are incomplete, and you can choose to either:
   
   1. Click Ok to submit the ready Requests, and the incomplete Requests will remain in the Cart.
   2. Click Cancel to return to the Cart and complete the Requests before submitting.