An order guide submits a single service catalog request that generates several items.

For example, a New Employee Hire order guide can contain several items that new employees commonly need, such as business cards, computer, and cell phone. After selecting this order guide, the customer can then provide information about the new employee, including location and job title. The order guide then submits an order for catalog items like business cards, based on the details provided.

When selecting an order guide from the service portal, a catalog form will show with the section called Describe Needs, as shown below. In this section, general information is gathered from the requester that will determine which items will be added to this request.

NOTE: Any common information that was entered within the Describe Needs section will be passed to the request items that are selected for this request.

After entering all of the information on this page, click Next to proceed to the Choose Options section.

On the Choose Options page, you will be presented with the catalog items that have been added to this request. Click on each item to expand the form for that request and fill out the information needed for that item.

NOTE: If you see a * next to the word Expand, there are required fields that still needs to be fill out before proceeding with submitting this request.

Once all information has been entered for the requested items, click Next to proceed to checkout.

NOTE: If you need to go back to the Describe Needs page, click on the Previous button.

After clicking Next on the Choose Options page, the Summary page will show where you can click the Order Now button to submit the listed items, as shown below.

NOTE: Clicking the Add to Cart button will add these items to your cart and allow you to search for additional items within the catalog before submitting your request. The Edit Options button will take you back to the Choose Options page where you can update your items if needed.