CSU MARKETPLACE USER GUIDE INDEX

Welcome to the CSU Marketplace:

1. Introduction

1.2 Logging in and Navigation

1.3 Support for CSU Marketplace

2. Managing your Profile:

2.1 Profile Basics

2.2 Add Ship to Address

2.2.1 Review / Update Previously Selected Shipping Information

2.2.2 Delete Shipping Address:

2.2.3 Select Default Shipping Address

2.3 CSU Account Numbers & Sub codes

2.3.1 Select Default Account Number and Sub code

2.3.2 Deleting Selected Accounts from Profile

3. Searching for Items - Search Basics:

3.1.1 Search Hosted Catalogs by Product or Supplier Name

3.1.2 Search Hosted Catalogs by Category

3.1.3 Search Hosted Catalogs by SKU ('Quick Order')

3.2.1 Search Punch-out Catalogs - Dell Computers

3.2.2 Search Punch-out Suppliers - GovConnecton

3.2.3 Search Punch-out Suppliers - Apple

3.2.4 Search Punch-out Suppliers - Grainger

3.2.5 Search Punch-out Suppliers - Corporate Express

3.2.6 Search Punch-out Suppliers - Fisher Scientific

3.2.7 Search Punch-out Suppliers-- VWR

3.2.8 Search Punch-out Suppliers-- Office Max

4. Basic Ordering Processes:

4.1. Creating Orders/Adding Items to Cart (Hosted Catalogs)

4.1.2 Remove Items from Cart

4.1.3 Change Product Quantity

4.1.4 Change Accounting Codes

4.1.5 Split Funding Instructions at the Header Level and Line Level

4.1.6 Change Accounting Codes at Line Item Level

4.1.7 Split Accounting Codes at Line Item Level

4.1.8 Add Internal Notes

4.1.9 Add Notes to Supplier (External Notes)

4.2.1 Purchase Requisition Form

4.2.2 Creating Purchase Requisitions Using Forms

4.2.3 Creating a Check Order Request (AFE) Form

5. Ordering Effectively:

5.1 Comparison Shopping

5.2 Managing Favorites

5.2.1 Add/Delete Favorites

5.2.2 Order from Favorites

5.2.3 Using Sub-Folders in Favorites

5.3.1 Creating Draft Carts

5.3.2 Copy to New Cart

5.3.3 Delete Cart

6. Approving Requistions:

6.1 Approvers

6.2 Approving a Requisition

6.3 Reject a Requisition

7. Creating Reports in SciQuest:

7.1 Reports for Purchase Orders

7.2 Reports for Purchase Requisitions