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Buyer / Shopper Functionality

Last Updated: Jun 04, 2016 08:50PM PDT

This tutorial will show you how to use our the buyer/shopper functionality to help facilitate a centralized purchasing workflow.  This is for companies where practitioners and admin staff should be able to browse the Cascade catalog, view pricing & stockability, and request products without placing orders directly with Cascade.  Instead they submit their orders to a centralized buyer who then reviews the consolidated aggregate purchasing request for the company, makes the best decisions, and then submits the order to Cascade.

 


WRITTEN INSTRUCTIONS:
There are three types of users that we can create.  The Standard user permission is what everyone typically has on the Cascade website.  This is where they can see and place orders directly with Cascade.  The second type is a Buyer.  Buyers have the same permissions has a standard user in addition they receive the items submitted for order from all the shoppers in their organization.  The third type is a Shopper.  Shoppers can view everything that a standard user can but their requests for orders go to their organization’s buyer for review and submission to Cascade.





































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