Order guides help you request several related items at once by walking you through a simple, guided process. Instead of filling out multiple separate forms, an order guide collects your information and then submits one request that includes all the items you need.

For example, a New Employee Hire order guide may include items such as a laptop, business cards, and a phone. After you provide details about the new employee—such as their location and job title—the order guide automatically creates all the required catalog items based on your answers.

Order guides use a three-step process:

How to Use an Order Guide

Step 1: Describe Needs

In this first step, you enter the main information needed for the request.

• Fill in all required fields.
• The Next button will remain disabled until all mandatory fields are completed.

When finished, click Next.

Step 2: Choose Options

Here, you review and customize each catalog item included in the order guide.

You can:

• Provide item-specific details (shown under "Options" if the item needs additional input).
• Look for a red asterisk next to Options when mandatory fields are required.
• Expand or collapse item details by clicking the accordion.
• Include or exclude catalog items using the toggle switch.
• If an item is excluded, its fields cannot be edited and mandatory field rules no longer apply.
• Click Previous if you need to return to the Describe Needs step.

After reviewing all items, click Next.

Step 3: Summary

This final step allows you to review everything before submitting.

• Verify all information in the order guide summary.
• If you need to make changes, click Edit Options to return to the previous step.

When ready, click:

• Submit