OfficeMax Punchout Training Guide Version Number 1.0 Date: 12/14/2011

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1 Version Number 1.0 Date: 12/14/2011

2 Table of Contents Purchasing Page Introduction 2 Overview 2 Intended Audience 2 Documentation and Disclaimer 2 Instructions 3 Manage Orders 3 Shopping Lists 5 Searching for Items 6 Searching by Product Categories 8 Ordering Ink & Toner 9 Returns, Cancellations and Changes 12 Page 1

3 Introduction Purchasing Overview The purpose of this manual is to discuss the functionality of the OfficeMax punchout catalog. This document will provide step-by-step procedures for use of this punchout so that end-users will have success in submitting requisitions to SDezBuy with the use of this catalog. Intended Audience This manual will be used by super-users and Requestors in the SDezBuy application. Documentation and Disclaimer None Page 2

4 Instructions Purchasing Manage Orders The OfficeMax catalog was created to allow users a simple way of ordering their office supplies that are on our state contract. Upon entering the punchout users are presented with the following screen with various options. 1. Create New Office Product Order 2. Browse Catalog Only If you click on Create New Office Product Order option, you will be presented with a keyword or product # search as well as a quick order by product code or SKU option. This method of searching the catalog will allow the user to enter a quantity and add the items found to a shopping cart for checkout. Purchasing recommends this option over the Browse Catalog Only option. Page 3

5 If you click on the Browse Catalog Only option, you will be presented with a method of searching the catalog using a Keyword or Product #. However, selecting this option will not allow one to add items to a shopping cart once a particular item is found. Purchasing suggests that users use the first option of Create New Office Product Order. If you get to this screen, the easiest way to get back to the home screen is to: 1. Click on the Return to Manage Orders link at the top of the screen. Page 4

6 Shopping Lists The OfficeMax punchout catalog contains a list of core items that are available on the SD State contract at substantial savings. Use the following steps to access the list of Core Items. 1. Click on Shopping Lists tab. 2. Scroll through the list of items and add a quantity in the QTY field and then.. 3. Click on the Add to Cart button. 4. Compare several items using the Compare feature. 5. Items that have a next to them are items that are on state contract. Page 5

7 Searching for Items Searching for items using the Advanced Search option while using Create New Office Product Order will yield results that can be added to a shopping cart and allow the user to checkout, bringing the contents back to SDezBuy. 1. Click on the Advanced Search link. 2. Enter a Keyword or Product #. 3. Select a Category from the drop-down list 4. Select a SubCategory from the next drop-down list, if one appears for the above Category. 5. Select a Brand from the drop-down list. 6. Click on one or more of the filters (Contract Items, Diverse Supplier, Recycled Goods, etc.) which will then bring back fewer results. 7. Click on the Search button. Page 6

8 8. From the search results enter a quantity and Add to Cart or Refine Search results by the various options presented at the top of the screen. 9. Checkout or Continue Shopping. 10. If you change the quantity, you must click on the Update Cart button for the change to be accepted. 11. Clicking on Checkout will bring the contents of the shopping cart back to SDezBuy. 12. If you wish to make any changes to the cart contents, you must click on the MODIFY ITEMS link, which will return you to the punchout to make the necessary changes. Page 7

9 Searching by Product Categories This feature of the OfficeMax punchout catalog is very similar to all SDezBuy punchouts. You begin with a broad category and gradually end with a list of items you are able to add to your shopping cart. 1. Click on a category in the column to the left of the screen. 2. Click on a sub-category within the list. Keep clicking on sub-categories until you have reached your desired items. 3. Enter the quantity of the desired item in the QTY field. 4. Click on the Add to Cart button. 5. When finished shopping, click on the Checkout button. 6. Number of Items and a Subtotal of the cart is always shown in the upper-left corner of the screen. Page 8

10 Ordering Ink & Toner There are two methods of locating the cartridges available through the punchout. 1. Using the Quick Find field. 2. Selecting the Product Category. Using the Quick Find field. 1. Click on the Ink & Toner tab in the navigation menu at the top of the screen. 2. Enter your Cartridge number or Printer Model in the blank field. 3. Then click on View Results. 4. Click on the underlined product description to arrive at the screen where you will be able to view additional information about the product and allow you to enter a quantity and add to cart. Page 9

11 5. Enter the quantity desired in the QTY field. 6. Click on the Add to Cart button. Page 10

12 Ink & Toner (Cont.) Selecting the Product Category 1. Select your device type from the drop-down list. 2. Select the Manufacturer from the drop-down list. 3. Select the Product Line from the drop-down list. 4. Select the Model from the drop-down list. 5. Click on the View Results button. 6. Enter the quantity desired in the QTY field. 7. Click on the Add to Cart button. Page 11

13 Returns, Cancellations and Changes The end-user must call OfficeMax dedicated Customer Service representatives to discuss returns, cancellations and changes to purchase orders that have distributed to OfficeMax. This Customer Support information is located under the Customer Service link on the punchout home page. Dedicated Account Team (The Gold Team) Phone: Fax: :00am to 9:00pm ET. Page 12