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SciQuest

SciQuest. iBuy Training Requestor. Introductions. Introduction of Instructor Expectations. Agenda. iBuy Central News Suppliers Training Overview of iBuy Dashboard/User Profile Catalog Search Punch-Outs Hosted Catalog Non-Catalog Item Assigned Carts Withdrawals & Deletions

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SciQuest

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  1. SciQuest iBuy TrainingRequestor

  2. Introductions • Introduction of Instructor • Expectations

  3. Agenda iBuy Central News Suppliers Training Overview of iBuy Dashboard/User Profile Catalog Search Punch-Outs Hosted Catalog Non-Catalog Item Assigned Carts Withdrawals & Deletions Receiving & Invoicing Document Searches Changes to Orders Assigning a Substitute

  4. Agenda iBuy Central Overview of iBuy What is iBuy? Benefits Commodities Suppliers Dashboard/User Profile Catalog Search Punch-Outs Hosted Catalog Non-Catalog Item Assigned Carts Withdrawals & Deletions Receiving & Invoicing Document Searches Changes to Orders Assigning a Substitute

  5. Overview of iBuy What is iBuy? iBuy is an eProcurement solution from the vendor SciQuest What are the Benefits? Non-EAS users able to shop One-stop shopping experience Reduced procurement timeline Consolidated supplier base and vendor pricing

  6. Commodities Maintenance, Repair, and Operation items (MRO) Office Supplies Office Furniture Lab Supplies Scientific Supplies Computer Supplies Computer Hardware Catering

  7. Suppliers Purchasing Showcase – GW’s Preferred Suppliers iBuy’s numerous suppliers were selected because GW does frequent business with them. A complete list is available at iBuyCentral. (http://ibuycentral.gwu.edu)

  8. Agenda iBuy Central Overview of iBuy Dashboard/User Profile iBuy Login iBuy Dashboard User Profile Review Contact Info Shipping Address Catalog Search Punch-Outs Hosted Catalog Non-Catalog Item Assigned Carts Withdrawals & Deletions Receiving & Invoicing Document Searches Changes to Orders Assigning a Substitute

  9. iBuy Login Your lowercase NetID and password are the same used to access Colonial Mail If you can not remember your password please visit the password reset page

  10. iBuy Dashboard Text Font Size – This feature will toggle font sizes from small to large for the entire application Organization Message – this area is used for communication, quick links, etc… Purchasing Showcase Suppliers – These are the university’s preferred suppliers Action Items - This is where to find pending and approved carts

  11. User Profile The first time you log in you will need to do the following: • Review Your Contact Information • This information is driven from Banner. It may take 24 hours for this information to refresh in iBuy after corrected. • Set a default Shipping Address

  12. User Profile (Cont’d) Click on Profile

  13. User Profile (Cont’d) Verify the information listed

  14. Shipping Address (cont’d) Click on Purchasing Next Click on Addresses Select Address for Profile

  15. Shipping Address (cont’d) Click Search Search for your address and then click Search

  16. Shipping Address (cont’d) Select the radio button

  17. Shipping Address (cont’d) You can add as many addresses as you would like but only one default Click Save If this is your default select “Default” Provide a room/dept

  18. Agenda iBuy Central Overview of iBuy Dashboard/User Profile Catalog Search Simple or Advanced Search? Results Screen Go-To Links Filters Refining Your Search Punch-Outs Hosted Catalog Non-Catalog Item Assigned Carts Withdrawals & Deletions Receiving & Invoicing Document Searches Changes to Orders Assigning a Substitute

  19. Catalog Search - Simple Click “Go” Type in a description, part number or supplier

  20. Catalog Search - Advanced Click “advanced search”

  21. Catalog Search - Advanced Click “Search” Provide the specific information available

  22. Catalog Search - Results Some results will show “Order from Supplier” Clicking a part number will search all catalogs Others will have pricing and quantities Review your results

  23. Catalog Search – Part # Link Part being searched is displayed here Items can be reviewed and ordered

  24. Catalog Search – Using Filters This area can be used to filter and refine your search This icon will open a checklist for each category

  25. Catalog Search – Using Filters Make your selections using the check box Click “Filter”

  26. Agenda iBuy Central Overview of iBuy Dashboard/User Profile Catalog Search Punch-Outs Benefits Navigation Example Order Cart Review & Split Accounting Hosted Catalog Non-Catalog Item Assigned Carts Withdrawals & Deletions Receiving & Invoicing Document Searches Changes to Orders Assigning a Substitute

  27. Punch-Out - Benefits Punch-out Catalogs - are catalogs of products with GW prices where users will punch-out to the vendor’s website to search and select products. This allows for the following: Up-to-date item availability and pricing Negotiated deals Customized Shopping

  28. Punch-out Catalog - Navigation This clock shows time remaining before you are logged out of iBuy “Cancel Punch-Out” Allows you to return to iBuy without making any items from the session This area can be used to search by part number or description This area has links to begin searching by different categories

  29. Punch-out – Example Select Staples as the Punch-out Catalog

  30. Punch-out (cont’d) Select Envelopes

  31. Punch-out (cont'd) Select Standard Envelopes

  32. Punch-out (cont'd) Select recycled envelopes

  33. Punch-out (cont'd) Add two quantity of the recycled envelopes Add to Order

  34. Punch-out (cont'd) Click on Submit

  35. Punch-out (cont'd) Click on Submit

  36. Punch-out – Review Cart Click Update When your shopping is complete, Click Proceed to Checkout Add Cart Name

  37. Punch-out – Review Cart The items listed here must be resolved before you can “Place Order”. The screen that appears will be the first section that requires attention. The summary below the ribbon will outline requirements and then guide to the next area that requires attention. Click on Edit

  38. Punch-out - Review Cart Click on Select from Profile Values

  39. Punch-out - Review Cart Click on the dropdown box and select the appropriate Alias

  40. Punch-out – Review Cart Click on Select from all values

  41. Punch-out – Review Cart Search for the correct account by using asterisks instead of percentage as in EAS Click Search

  42. Punch-out – Review Cart Click Select

  43. Punch-out – Review Cart If you would like to add a split of the accounting information by the header click on Add Split Note: The rest of the accounting code information will default

  44. Punch-out – Review Cart Click on the dropdown box to select the type of split you would like (% of Price or % of Quantity) For training we will select % of Qty

  45. Punch-out – Review Cart For training we will only be changing the alias but you can change the account as well Click on Select from Profile Values

  46. Punch-out – Review Cart Select the correct alias from the dropdown box

  47. Punch-out – Review Cart Then click on Save Enter in your % of Qty for the split. For training we have entered 80% and 20%

  48. Punch-out – Review Cart Optional: If you would like to enter an internal note, click here

  49. Punch-out – Review Cart Click Edit

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