Browser s Guide Contents

Transcription

1 Browser s Guide Contents Browser s Guide... 1 Browser Role... 2 Logging In... 2 Contact Information... 2 My Account Settings... 2 Key Concepts... 3 Searching... 3 Supplier Searching... 3 Product Searching... 4 Filling your Shopping Cart... 5 Shopping by Roundtrip (Punchout)... 5 Shopping by Catalog... 5 Shopping by Manual Order... 6 Using UNSPSC Codes in Unimarket... 8 Shopping Cart Reviewing the Shopping Cart Creating a Template of Frequently Ordered Products Creating a Requisition Ship To and ATTN fields Tracking Requisitions Viewing Order... 16

2 Browser Role The Browser role is assigned to users for ordering items through Suppliers within IC Marketplace including payments for professional services. Browsers reassign their order to a Buyer who will review and submit a Requisition for approval. Browsers can also request new suppliers, view the progress of the order as well as Receiving within IC Marketplace. Logging In 1. Open your preferred web browser 2. Log in to MyHome 3. Click on the Shopping Cart icon to access IC Marketplace 4. The IC Marketplace homepage will appear. Contact Information Questions or assistance logging in with IC Netpass Username and Password, contact IC Helpdesk at or helpdesk@ithaca.edu Questions or feedback regarding IC Marketplace can be ed to ICM.UserSupport@ithaca.edu. Users can also contact Information Systems for Business & Finance or Procurement for assistance. My Account Settings You can find the My Account page under the silhouette at the top right of the screen. Within the My Account page you can update your phone number and set a default account. User must NOT change your first and last name, address or password since they must remain in sync with information defaulted from HR as well as your IC Netpass username and password. Users needing to change your information should contact HR and through ITS Netpass Manager as usual. Setting your default account code will make the checkout process more efficient if you use the same accounts repeatedly. It is NOT recommended that you set all parts of the account as a default as you may forget to change the Subcode for different purchases. Setting your Fund, Function, Division and Department codes could be beneficial for users with the same set of accounts. IC Marketplace Browser Guide Page 2 Last Updated: 7/23/2015

3 Key Concepts There are two types of suppliers found in IC Marketplace: o Premium Supplier supplier who has a hosted catalog on the IC Marketplace website or provides roundtrip/punchout access to their site from IC Marketplace. o Non-Catalog Supplier (Registered or Lite) supplier who does not have a hosted catalog on IC Marketplace or provide roundtrip/punchout access to their site and instead requires products to be manually added created on IC Marketplace. Products to be ordered from a supplier can be accessed in one of three methods: o & Catalog supplier products are hosted on the IC Marketplace website, meaning you do not leave the IC Marketplace website to search and order these products. Hosted Catalogs are identified with the folder icon. o & Roundtrip/Punchout supplier products are found on the suppliers website with a direct link to and from IC Marketplace. Roundtrip/Punchout functionality will be identified with the globe icon. A new window or tab will be opened and you will be signed into the TC account on the supplier s ecommerce site o Manual products requiring information to be entered manually. Even Premium Suppliers could have products that are entered manually if a product is not found in any of their catalogs. Users would also manually enter Professional Services. The manual order option will be identified with the paper and pencil icon. Searching Suppliers or Products can be located by searching the loaded catalogs of suppliers using the search options detailed below. Supplier Searching If you are searching for a specific supplier, there are multiple ways to locate the supplier and the product. 1. From the Dashboard tab on the menu bar, click on the Supplier icon in the Recently Used Suppliers list of the Information Section. 2. From the Dashboard, click View all suppliers at the bottom of the Recently Used Suppliers list of the Information Section. 3. Search for the supplier name in the main search bar and the results will show you the supplier name that match the search criteria or key words associated with that supplier. 4. Click on the Marketplace menu or from the Marketplace tab on the menu bar, click View Suppliers. OR: IC Marketplace Browser Guide Page 3 Last Updated: 7/23/2015

4 5. Within the Marketplace you can also use the Supplier Tags to filter the list of suppliers to narrow down your search. For example Contract, Preferred, Local, Sustainable and any tags that are configured by the system administrators. Users not finding a specific supplier in IC Marketplace should check to see if an existing supplier can meet your needs. If a new supplier must be added, users will need to submit a request. Please refer to the Request New Supplier Guide. Product Searching Product searches can be completed using the search function in the title section of IC Marketplace. Only the loaded catalogs of premium suppliers will be searched and the results will not return products from roundtrip/punchout suppliers unless they have additional search functionality enabled. To search in this method, complete the steps listed below: 1. From the title section, type the product name in the search field. 2. Click Search. 3. Any products that match the criteria will appear in the search results. Searching Tips Search terms can be combined using the words AND and OR. o AND will search for both words/phrases. o OR will search for one word/phrase or the other. Wildcard searches can be performed if the exact search word/phrase is unknown. o? will replace a single character; i.e. Te?t could be Test or Text. o * will replace multiple characters; i.e. Test* could be Tester or Testing. Advanced product searching allows the search to be narrowed by Supplier Category, Supplier, or Product Category. 1. Click the down arrow at the right side of the search bar in the search area. 2. From the Advanced Product Search window, type the name of the product you are searching for. NOTE: Any field marked with a red asterisk is a required field. Any time you see a blue question mark, a help bubble will appear when resting your cursor over it. 3. If desired, select a Tag or Supplier from the drop down list and/or type in or select a Product Category. 4. Click Search. 5. Any products that match the criteria will appear in the search results. NOTE: Results will not return products from roundtrip/punchout suppliers unless they have additional search functionality enabled. IC Marketplace Browser Guide Page 4 Last Updated: 7/23/2015

5 Filling your Shopping Cart Shopping by Roundtrip (Punchout) If a globe icon appears after clicking on the supplier name or icon, you will be sent to the supplier s website and logged in as an IC Marketplace user to see the preferred pricing. 1. Click the supplier that you wish to shop with from the Marketplace. 2. Click the roundtrip icon or supplier name to go to the supplier s website. 3. Each supplier s website will be different. Browse and search for products as if you had come to the supplier s website directly. 4. Add products that you wish to purchase to your cart or order on the supplier s website by clicking the Add button. NOTE: The terminology of the button to click will vary based on the supplier s website. 5. When finished shopping, click the Checkout or Submit Requisition button to return the cart to IC Marketplace checkout. NOTE: The terminology of the button to click will vary based on the supplier s website. 6. You will be returned to your shopping cart in IC Marketplace with the products you had selected. Shopping by Catalog If a catalog icon appears or after clicking on the supplier name or icon, you will be selecting products from the supplier s hosted catalog on IC Marketplace. The supplier may have multiple catalogs that appear. 1. Click on the supplier catalog that you wish to shop. 2. The products available within the catalog will appear. 3. Browse or page through the products available or use the search bar to search within the selected catalog. IC Marketplace Browser Guide Page 5 Last Updated: 7/23/2015

6 4. The sort option of products defaults to Name but can be changed to Code, Lowest Price, or Highest Price. 5. Clicking on the product title or product image for more information about the product. 6. When you have decided on a product to order, type the quantity in the Quantity field to the left of the Add to cart button. 7. Click the Add to cart button. 8. A confirmation message will appear and the shopping cart will update to reflect the total number of products. 9. Repeat steps #3 7 for as many products as you need to order from this supplier. Shopping by Manual Order If a paper and pencil icon appears after clicking on the supplier name or icon, you will need to enter all of the product s information as it is not in their catalog. 1. Click the supplier that you wish to shop. 2. Click the paper/pencil icon or Create a Non-Catalog Item link to enter the products to order. 3. From the Item Name field, type in the name of the product to be ordered. 4. Click the Next button. 5. Any products similar to what you entered will appear on the screen. If one of these products could be ordered instead, type in the quantity and click Add to Cart. If the products displayed are not the same, click Next to continue defining the product details. IC Marketplace Browser Guide Page 6 Last Updated: 7/23/2015

7 6. Type in the product information. NOTE: Fields marked with a red asterisk are required fields. a. *Name - will be filled in from your previous entry b. *Unit of Measure - type in the Unit of Measure or select it by clicking on the magnifying glass. c. *Unit Price type in the single unit price of the product. d. *Category type in the category code or select it by starting to type a commodity and selecting from the dynamic list that will appear. See the below section about using UNSPSC Category Codes. e. Description basic description of product. f. Product Code - supplier s product number or SKU. g. Manufacturers Part ID If the supplier is a reseller, you may enter the additional product ID number that refers to the manufactures product. 7. Next to the Add to cart button, type in the quantity to be ordered. 8. Click the Add to cart 9. You will be returned to the product screen to enter the next product line. Repeat steps # 3 9 for each product that needs to be ordered. IC Marketplace Browser Guide Page 7 Last Updated: 7/23/2015

8 Using UNSPSC Codes in Unimarket Classification of purchases using commodity codes allows for detailed spend reporting whereby aiding in strategic sourcing analyses. The Strategic Sourcing organization will identify savings opportunities through evaluating the categories that spends its money on and with which suppliers. This data will also help to highlight areas for process efficiencies and the potential for leveraging supplier relationships. IC Marketplace users entering NON-CATALOG items will be required to select a commodity code for each line item from a drop-down list within IC Marketplace. The list is derived from the United Nations Standard Products and Services Code (UNSPSC ) and maintained by Unimarket. There is search functionality within the IC Marketplace drop-down that allows users to type in the general category and/or specific item they are purchasing. IC Marketplace users are requested to make their best effort to categorize the non-catalog items they are purchasing to the closest classification possible within the available UNSPSC drop-down selections. IC Marketplace CATALOG purchases (items that are selected via supplier punch-out catalogs accessed directly from IC Marketplace) will automatically include a UNSPSC code assigned to them by the respective supplier; the user will not need to select a code for IC Marketplace catalog purchases. In the below example of the non-catalog item form where the category is set as required and is not defaulted from the supplier. As you begin typing the key words or code values, the search/selection field will provide relevant options. IC Marketplace Browser Guide Page 8 Last Updated: 7/23/2015

9 If you need to browse the category hierarchy, use the browse button to the right of the search field. The Browse UNSPSC Categories window will open and present you with a list of all of the highest level Segments (1st and 2nd digits) of the categories. To open the high level segment category to the Family list (3rd and 4th digits) click the code that you want to open. Continue opening the category codes until you find the most accurate code for your product or service. Once you have found an appropriate category code, click the Select button to the right of that code. Note: As you navigate through the category structure you can use the hierarchy at the top of the window to return to a higher level. Hint: Users searching for professional services commodity code might use the following options. 1. If you know the specific service being provided, try searching with that name (such as consulting computer software facilities or services ) 2. For a speaker or consultant users can search and use Educational Advisory Services or browse the high level segment of Education and Training Services IC Marketplace Browser Guide Page 9 Last Updated: 7/23/2015

10 Shopping Cart As you are searching and selecting products from suppliers, the products are added to your shopping cart. The shopping cart appears in header bar. The total number of products will appear in the cart image. Reviewing the Shopping Cart 1. Click the shopping cart icon to view the products that have been added. 2. All products in the cart will appear by supplier with an individual supplier total. 3. To adjust the quantity of any product, type the new quantity into the Quantity field of the product. The total will update as you go. 4. To remove any product from the cart, click the red X icon next to the Quantity field. 5. To remove all products from the cart, click Clear Shopping Cart in the upper right hand portion of the screen. 6. You are able to edit any of the Non-Catalog or Manual products that you have entered if you notice any incorrect information. Use the Edit button to the right of the Subtotal. Creating a Template of Frequently Ordered Products If you have products that you regularly order, you can create a template that can be reused every time you need to order those products. The products to be added to the template need to be in the cart before proceeding. This is a great way to same time when you enter the product manually on a frequent basis. 1. From the cart screen, click Create Template. 2. The Create Template screen will appear. IC Marketplace Browser Guide Page 10 Last Updated: 7/23/2015

11 3. The radio button for Create a new template will be selected. Type a name for the template in the field to the right. 4. If a template has already been created and needs to be changed, select Replace an existing template and select the template from the list. 5. Click OK. 6. Once a template has been created, it can be accessed by clicking on Marketplace in the menu bar and selecting Template Orders. The following options are available: a. Use click Use to add the products to your cart. Doing so will replace anything that is currently in the cart. b. View click View to see all products in the template. Pricing is updated as it changes. c. Delete click Delete to permanently delete the template. A confirmation message will appear prior to deletion to confirm your selection. NOTE: When you use a Template Order, the products will replace any current products that you have in your shopping cart. IC Marketplace Browser Guide Page 11 Last Updated: 7/23/2015

12 Creating a Requisition 1. Any products appearing in the shopping cart with a check in front of the product will be forwarded on. If you do not wish to order a product yet but don t want to delete it from the shopping cart, click the checkbox to remove the check. 2. Select Checkout after confirming your shopping cart includes the desired items. You will then be brought to a Checkout page to include as much information as possible. The Buyer will be asked to complete the items that you do not fill out. Required fields are marked with a red asterisk (*). 3. To accommodate Staples desktop delivery as well as Mail Services and the Warehouse, the following Ship To and ATTN fields MUST be entered in the exact format listed below. a. In the Ship To field drop down menu, select the building location for delivery (i.e. West Tower) b. In the Ship To ATTN field users MUST enter the following in this exact order: Room# LastName Department o Room Number for Staples desktop delivery c. o o Last Name only of individual for Staples delivery location Department is the central department location for Mail Services (abbreviations such as HSHP, H&S Dean, Music, etc. are acceptable) For example: 1405 Rosato Financial Ser 4. The Bill To field will default to Accounts Payable. 5. Add Notes allows notes to be added at the line item 6. From the Delivery Notes field, type any information about the delivery of the order. Delivery notes might include special instructions. 7. From the Justification field, type why this order is needed as well as any other explanation. IC Marketplace Browser Guide Page 12 Last Updated: 7/23/2015

13 8. Any documentation that you have to attach as justification can be added by clicking Add Attachment. a. Click the Browse button. b. Navigate to where the file is saved and select it. c. Click OK once the file is listed. For more detailed information on Notes and Attachments see Using Notes and Attachments Reference Guide 9. Once you have completed all of the information that you need to provide to the buyer, click Reassign 10. A popup window will prompt you to reassign your requisition to a Buyer in your department. You will also be asked to include an important note to the Buyer here. 11. A confirmation message will appear stating that the items have been forwarded to the designated individual. The Incomplete Requisition will appear in the Tasks Menu for the Buyer to complete the transaction. IC Marketplace Browser Guide Page 13 Last Updated: 7/23/2015

14 Tracking Requisitions After an Incomplete Requisition has been submitted to your selected buyer, the buyer will be notified by and in their Task Menu in IC Marketplace and will complete the request to create a requisition. Once the requisition is created, you will be able to monitor the progress from your Dashboard on IC Marketplace or the View Requisitions page. 1. Navigate to your Menu Bar 2. Select Orders > View Requisitions OR 1. Requisitions that have been submitted to a buyer can be viewed in the Requisitions in Progress area of the information section of the Dashboard. 2. If the incomplete requisition is visible, click on the requisition from the list. 3. If the incomplete requisition is not visible, click View all requisitions to see all of your requests. a. The View Requisitions screen will appear. b. The top portion of the screen will allow you to search for a requisition. Select from one or more of the following search options and the click the Search button. NOTE: At a minimum, Created Date From, Created Date To, and State must be entered. Additional criteria entered will further narrow the search results. i. Supplier ii. Created Date From iii. Created Date To iv. Requisition Number v. State c. To select a requisition, click on the Requisition number from the list. 4. The Requisition will appear. 5. The history of approvals for the requisition and the path it needs to take to complete the process can be viewed when you open the requisition. IC Marketplace Browser Guide Page 14 Last Updated: 7/23/2015

15 6. The Approval History screen for the product will appear. Each of the levels of approval will appear and denote the action taken. If the approval has completed a level, the date and time stamp along with the approver s name will appear to indicate when the action was taken. Those areas where the approval still needs to route to will be listed at the bottom of the screen. The various approval statuses include: a. Approved - approved and advanced to the next level b. Abandoned - Canceled or Moved to another Requisition by the assignee while still incomplete c. Canceled - Canceled during the approval process d. Declined was not approved and sent back to buyer i. Declined requisitions can be copied and edited for resubmittal by the buyer who originally created the requisition e. Incomplete - Still in the process of gathering information in the checkout process and not finalized for the approval process f. No Approval Needed - Blanket release orders g. Pending - Waiting for an approver in the approval chain to approve or decline 7. Once a requisition has been completely approved, a purchase order will be generated in IC Marketplace, an automated process then enters PO in Parnassus with funds being encumbered and the PO sent to the supplier. An with the purchase order number and details of the purchase order will be sent to the buyer. a. You as the browser will receive a confirmation from IC Marketplace when the order is sent to the supplier. IC Marketplace Browser Guide Page 15 Last Updated: 7/23/2015

16 Viewing Order 1. Orders that have been created can be viewed in the Orders Dashboard section or the View Orders page. 2. If the order is visible, click on the order from the list. 3. If the order is not visible, click View all orders to see all of your orders. a. The View Orders screen will appear. b. The top portion of the screen will allow you to search for an order. Select from one or more of the following search options and the click the Search button. i. Supplier ii. Created Date From iii. Created Date To iv. Order Number v. Requisition Number vi. Order State vii. Order Type c. To select an order, click on the Order number from the list. Receiving Once the products or services have been delivered, both the Browser and Buyer can take action to Receive the order so payment can be issued. Please refer to the IC Marketplace Receiving guide for detailed instructions. IC Marketplace Browser Guide Page 16 Last Updated: 7/23/2015