Screen Previews for Shopping Carts and Checkout Process 10.3 release October 05, 2010

A Preview of Shopping Cart and Checkout Process 10.3 Screens  The 10.3 release will be available on October 17, 2010 in the Test environment and on November 7 th in the Production environment.  With this release, there are significant changes to the screens used for the shopping carts, checkout process, error handling and font size.  Cart names: The new shopping cart option is named the Simple Cart.  The Checkout Process has been enhanced with a visual navigation to indicate the sections of the requisition document required to complete the order. The checkout steps are configurable at the organization level. Error handling enhancements allow for a more intuitive checkout process. How to use this information:  The purpose of this presentation is to provide SciQuest clients with a preview of the upcoming changes.

Things to note... The Simple Cart is designed to give users an experience similar to other online shopping sites by separating the cart from the checkout process. The Simple Cart is a list of items the user would like to purchase.  The Simple Cart

Things to note... Cart items are grouped by supplier. The supplier heading includes the available supplier contact information and supplier logo, if available. The item list includes a link to the product description, Part Number, Manufacturer Information and Contract Information, if applicable. Images (if available from supplier) are displayed for cart items. The ability to Continue Shopping for additional items is available at the top of the shopping cart via the Continue Shopping link. Users can add Non-Catalog items at the supplier header as well as the top of the cart screen via the Add Non- Catalog Item buttons. Users will begin the checkout process by selecting the appropriate checkout button. Depending on the user’s permissions and organization configuration, the Proceed to Checkout, Assign Cart or Place Order button(s) will display. Administrators can use field management to customize the checkout button text.  The Simple Cart (cont.) Customized checkout button Grouping by Supplier

 Simple Cart (cont.) Only errors relating to the shopping cart will display on the cart. All Requisition document errors and warnings will display during the checkout process. Line level fields such as Commodity code, Taxable status and Capital Expense are available to display in the Simple Cart. Visibility is dependent upon permissions and organizational configuration. Users can enter values in these fields and select the update button (at the line level or top of the cart screen list) to save the value(s). A highlight indicator on the extended price will display and fade away when an item quantity has been updated. Things to note... Cart errors and line level fields

 Simple Cart (cont.) A line level drop down called More Actions is available. The actions are dependent upon the item, supplier and organizational preferences. The potential actions are: Move to Another Cart, Add to Draft Cart or Pending PR/PO, Add to PO Revision and Line Item History. A multi-select Perform an Action function is available. The available drop-down actions are: Add to Favorites, Remove Selected Items, Move to Another Cart, Change Supplier, Add to Draft Cart or Pending PR/PO and Add to PO Revision. Available actions are based on permissions. If a selected action is not available for a specific line, a message will display to the shopper. A Select All box is available to the right of the Perform an Action drop-down. Users can also select the specific line items or supplier group checkboxes to perform an action. Things to note... Multi-select Perform an ActionLine Level More Actions

Things to note... The new guided checkout will be ON for all organizations where capturing additional information is required (including organizations using the Advanced Cart). A consolidated list of errors is displayed with an overlay allowing users to edit and correct fields directly from the list. The user has the option to complete the necessary information either in the top yellow dialog box or in the corresponding section of the requisition document.  Guided Checkout

Things to note... Users are not required to visit each step in the checkout process. If they choose, they can manage the error list on the Final Review page. Warning messages (optional field defined on the PR) will display with a yellow triangle. Users can click on the message text to enter the missing information. Once the field has a value, the icon will disappear. Once the user completes the necessary field(s) and clears the error list for the section, a dialog box will display to direct the user to the next section or the final review page. The navigation icons will turn green once all of the required sections have been addressed. The place order button will be activated.  Guided Checkout (cont.) Next section dialog box Completed checkout process navigation bar Warning message during checkout

Things to note... A new link called “show monetary calculations” is available in the account split edit overlay that displays a calculated monetary value for each % value entered by the user. This can be useful in determining the appropriate % to apply. The calculation is for informational purposes only to assist in assigning a value for % of Price or % of Qty splits. Edit links throughout the requisition document were replaced with edit buttons. An Attachments tab has been added to the Requisition Document. The Attachments tab and Comments tab will now track the number of attachments and comments added to the Requisition. The number will display in parenthesis after the tab heading. Attachment and Comment tab count Edit buttons Payment Split calculation  Additional Enhancements

Things to note... All changes to the Edit PO Clauses windows are User Interface focused. There are no functional updates to the PO Clause Assignment/Edit processes. Updated Edit/Assign PO Clauses user interface locations: 1. Requisition/PO Clause View and Manual Assignments: The “View All Clauses" and "Edit Clauses…" links. (Example shown on left) 2.Contracts PO Clause Assignments (Contracts>Search>PO clauses) Permission (unchanged) to see the “edit clauses…” hyperlinks in documents: Modify PO Clauses in PR/PO. PO Clause Manual Assignment – Example: Requisition  Additional Enhancements (cont.) Note: The Header, Supplier and Line level “View All Clauses" and "Edit Clauses…" links (as applicable to the PR/PO) have been updated with the new user interface.

Things to note... Approvers now have the ability to reject all lines of a requisition in one single action. The Reject Requisition option is now an option in the Available Actions dropdown. Selecting Reject Requisition will launch a pop-up asking the user to add a comment to the requisition regarding the reason for the rejection. The note will be added to the document history. The error handling throughout the application will be displayed with a new look. Errors will now display with a yellow background, an icon indicating an error, informational or warning message and the message text.  Additional Enhancements (cont.) Error handling- application wide Reject Requisition

Things to note... The font size has been increased throughout the application. The medium font size is the default. A Font Selector Widget is available in the top navigation of the application. The font configuration widget expands to allow the user to select the desired font. The highlighted font indicates the selected font. Personal Setting- if the user has access to their profile, they can set the font by selecting Profile  Personal Settings  Font Size  Small, Medium and Large options. The font selected via the three setting options will persist for all subsequent sessions.  Font Size

In Summary... What is new with 10.3  The shopping cart and checkout have been separated. The Simple Cart is a list of items, and the checkout process guides the users through completing the requisition document.  Error handling has been enhanced during the checkout process. Users will be able to easily correct and fix the required checkout fields.  The upcoming changes to SelectSite, provide a better overall experience for shoppers and requisitioners.