UCIBuy+ Instructional Guides
These guides will continue to be updated through project go-live. Do not download and save local copies. Always access materials from this page to ensure you have the latest version.
| Sections | Job Aids | Audience |
|---|---|---|
| UCIBuy+ (A): Basics/Navigation | 1. Navigating the Basics of UCIBuy+ | Central/Specialty Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 2. How to Access the Dashboard | Central/Specialty Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 3. How to Access the Action Items | Central/Specialty Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 4. How to Search for Catalog Items in UCIBuy+ | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 5. How to Save Personal Favorites | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 6. Managing UCIBuy+ Carts | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 7. How to Assign, Approve, Return, and Reject a Purchase Requisition | Central/Specialty Buyers, Department Buyers, Financial Approvers, Restricted Items Approvers |
| UCIBuy+ (A): Basics/Navigation | 8. How to Assign a Cart | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 9. How to Check Purchase Order (PO) Status | Central/Specialty Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers |
| UCIBuy+ (A): Basics/Navigation | 10. How to Save a Purchase Order as a PDF | Central/Specialty Buyers, Department Buyers |
| UCIBuy+ (A): Basics/Navigation | 11. How to Close a PO in UCIBuy+ | Central/Specialty Buyers, Department Buyers, Financial Approvers |
| UCIBuy+ (A): Basics/Navigation | 12. How to Edit Settings and Notifications | Central/Specialty Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers |
| UCIBuy+ (B): Requisitioner - Submitting an Order | 1. How to Add Ad-Hoc Approver to Requisition Workflow | Department Buyers, Requisitioners |
| UCIBuy+ (B): Requisitioner - Submitting an Order | 2. ZotPO – Submitting a Catalog Order | Department Buyers, Requisitioners |
| UCIBuy+ (B): Requisitioner - Submitting an Order | 3. How to Initiate a Non-Catalog Order: Purchasing Request Form and Requisition | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (B): Requisitioner - Submitting an Order | 4. How to Add Internal and External Attachments | Central/Specialty Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers |
| UCIBuy+ (B): Requisitioner - Submitting an Order | 5. How to Add Comments in UCIBuy+ Requisition | Central/Specialty Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers |
| UCIBuy+ (C): Department Buyer - Completing the Non-Catalog Requisition | 1.How to Submit a Capital Asset | Department Buyers, Requisitioners |
| UCIBuy+ (C): Department Buyer - Completing the Non-Catalog Requisition | 2. How to Complete and Approve a Non-Catalog Requisition | Department Buyers |
| UCIBuy+ (D): Typical Purchasing Scenarios | 1. Specific Purchasing Scenarios: How to Submit IT Services Requests & Set-Up a Recurring Purchase Request | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (D): Typical Purchasing Scenarios | 2. Purchase Order Change Requests | Central/Specialty Buyers, Department Buyers, Financial Approvers |
| UCIBuy+ (E): Special Scenarios | 1. How to Add Shipping and Special Fees | Central/Specialty Buyers, Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (E): Special Scenarios | 2. Reduced Sales Tax and Adding PO Clauses | Central/Specialty Buyers |
| UCIBuy+ (E): Special Scenarios | 3. How to Override PO Defaults and Assign Payment Terms | Central/Specialty Buyers |
| UCIBuy+ (E): Special Scenarios | 4. Create a Subaward Purchase Order (PO) | Financial Approvers |
| UCIBuy+ (E): Special Scenarios | 5. Research Collaborative Agreement (RCA) Purchase Order Instructions | Department Buyers, Financial Approvers |
| UCIBuy+ (E): Special Scenarios | 6. UCIBuy+ PALCard Exceptional Approval Request | PALCard Holders |
| UCIBuy+ (F): Supplier Resources | 1. UCIBuy+: Airgas USA, Account Number Instructions | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (F): Supplier Resources | 2. Ergo Furniture Favorites: Pre-Approved by EHS | Department Buyers, Requisitioners, Shoppers |
| UCIBuy+ (F): Supplier Resources | 3. Order Tracking | Department Buyers, Requisitioners, Shoppers |