If you re using Internet Explorer as your internet browser, you must answer NO to the security warning when first accessing the catalog. The McKesson Punch-out catalog offers an interactive user guide that can be accessed using the following link: http://www.supplymanagementonline.com/sm.tour/sm.tour.html Shopping Functionality 1. Search: Found within the header of the site, this function allows you to enter a product keyword or item code. Results are returned based on what is found within the McKesson catalog dictated by the Universities contract.
Once the results are displayed, you may enter a numeric value within the QTY field beside each product you want to order, and click the UOM dropdown menu: button. You can also change the Unit of Measure by selecting the
2. Browse Catalogs/ Categories: found by selecting the Catalog tab located at the top of the page. This also gives you an advanced search feature that allows you to search by manufacturer name or number.
3. Creating Shopping Lists: Shopping lists are an effective way to reduce and save time when ordering. Lists can be designated as personal lists or shared lists that the entire University has access to (note: only the owner of a list has the ability to edit it). To start a new list, find the list s tab at the top of the page a select add new list. The next page will ask you to name the list and select whether the list will be a personal or shared list. Once completed select the create list button. Items can be added to your list individually or you can add entire carts to your list. To add an individual list, navigate to the product you d like to add and select the button located next to the item s picture:
You can also add an entire shopping cart to a list. To do so, fill your shopping cart with the desired items, navigate to the cart by selecting the in the upper right hand corner, and before going any further, click on the more options dropdown menu and select save as list. From here you can add to an already existing list or create a brand new one. Shopping Lists have Reorder QTY values prefilled based on what you previously ordered. This value may be modified. To add an item from a list to your cart, simply select the button; or to add multiple items, select the check boxes on the right hand side of the items descriptions and then select add to cart.
4. Quick Entry: Can be used to order items when the item code/ number is already know. The quick entry can be found on the homepage of the McKesson punch-out catalog. Simply enter your item code/ number into the test field and select the add item button. If you select the quick add box next to this button, you ll remain on the current page where you can continue to enter more items; if left unchecked, you ll be directed to your shopping cart when add item is selected. 5. Check order or Order from History: Can be found by selecting the orders tab. This allows you to view a list of previously fulfilled orders, currently open orders, suspended/ cancelled orders, and the ability to order from history or add items from order history to your shopping lists. To view an order, simply click the order number.
Submitting Requisitions Once you ve completed adding items to your cart and you re ready to checkout, navigate to your actual McKesson shopping cart by selecting the button. From here, verify that the items and quantities in your cart are correct. If you need to make any quantity or Unit of Measure changes you can select the edit button. If you want to remove any items, simply select the delete icon. If you ve verified that the items in your cart are correct and you re ready to checkout, select the button. This will bring you to a second screen where you ll need to confirm your order by selecting the submit button:
Success! Now your McKesson cart is back in CU Marketplace and you can submit your cart or assign it accordingly! Don t forget to name your cart for future reference and tracking purposes! To modify item quantities or add additional products to this order click the link. You will be transmitted back to the Punch-out where you can add or delete items and then go through the same check-out process outlined in this user-guide. Don t forget to reference the helpful tips on the McKesson Catalogs homepage: