1. Marketplace Shopper Training This training is intended for those users who will be Shoppers in the Marketplace e-Procurement system

2. What is a Shopper? The Shopper role was created for those users who need the ability to shop and fill a cart but must assign the cart to someone else to add the Accounting information The Requester role is for those users who enter the Accounting information on the Requisition and then place the order The Approver role is for those users that review the order that was placed and approve so that a Purchase Order is created and the order will ship

3. Logging in to MUSC Marketplace An employee that needs access to the MUSC Marketplace will need to complete a Marketplace security request formMarketplace security request form An account will need to be auto-created here by entering the users net id and net password, it will generate an Error 403, that is normalhere The account will be approved and become available for use by logging into the Marketplace at marketplace.musc.edu with your net id and net passwordmarketplace.musc.edu

4. Setting up User Profile Click your name at the top right of the screen and the click View Profile Make sure pre-loaded information is correct Especially the Department Set up default Ship To/Bill To addresses Set up default accounting information Set up default cart assignee Update notifications

5. Updating Notifications Click on Notification Preferences on the left side of the screen, then click Shopping, Carts & Requisitions Click the Edit Section link on the top right Click the Override radio button beside the item you would like to receive notifications for (in this case, “Assigned Cart Processed Notification”) Select E-mail & Notification This will send you an email and create a notification on the top right of your screen Save Changes

6. Default Ship To Address Click Default addresses on the left under Default User Settings heading Click Select Addresses for Profile Type in address in Nickname/Address text field Click the radio button beside your address

7. Default Ship To Address When you click the radio button beside an address it brings up the Edit Selected Address window You will notice that Dept. and Rm: are bolded, this means that they are required fields Type in a Dept. and Rm: Make sure the default check box is checked and Save

8. Default Ship To Address The address that you just created is now listed in the Shipping Addresses column on the left It is bolded, which in this case means it is the default address You can have more than one address, but only one default

9. Default Bill To Address There is only one Bill To Address Accounts Payable PO Box Click Default Addresses on the left under the Default User Settings heading Select the Bill To tab Click the Select Addresses for Profile button Click the Select Address Template dropdown and Select Bill To

10. Default Bill To Address The Edit Selected Address window opens Make sure the Default check box is checked and Save

11. Default Bill To Address The address that you just created is now listed in the Shipping Addresses column on the left It is bolded, which in this case means it is the default address

12. Setting Accounting Codes Once you have set default addresses it is a good idea to also set accounting codes that you will use most often If you will primarily be ordering from one project you can set that as the default If you will regularly be ordering from more than one project do not set a default You can set up accounting codes in your profile without setting a default

13. Setting Accounting Codes Click Custom Field and Accounting Code Defaults under the Default User Settings heading on the left Click the Codes tab Click the Edit button for Project-Year

14. Setting Accounting Codes Click the Create New Value button The Search for Value window opens There are two ways to search for a project By Value (if you know the project) By Description (if you don’t) You will have the best results searching by Value

15. Setting Accounting Codes To search by value type in your project number in the Value field and click the Search button The Values Found window opens

16. Setting Accounting Codes Place a check in the checkbox in the Select column and click Add Values button The value populates in the left column

17. Setting Accounting Codes To make this project your default click on the value in the left column The Edit Existing Value window opens Select the Default checkbox and Save The value in the left column becomes bold, denoting it as the default

18. Setting Accounting Codes You can also search for a project by the Description field It will search based on the word you type in the Description field, so the project must contain that word in the description Type a description in the Description field and click the Search button In this example 10 results were returned

19. Setting Accounting Codes Find the project that you need and click the Add Values button The value populates in the left column You can make this the default by following the instructions given previously

20. Default Cart Assignee Creating a default cart assignee will save you from having to search for an assignee each time you assign a cart Click the Cart Assignees link under the Default User Settings heading on the left The Cart Assignees window opens

21. Default Cart Assignee Click the Add Assignee… button The User Search box pops up Type in any of the Search Criteria and click the Search button Last name or User Name are recommended Click [select] by the person you want to select

22. Default Cart Assignees The name populates under My Cart Assignees You can have more than one assignee but only one preferred Click the Set as Preferred button to make preferred Notice that the name becomes bold, and (Preferred Assignee) appears beside the name

23. Ordering Now that we have set up your user profile we are going to create a few orders Hosted Catalog Order Punch-out Order Non-Catalog form Order

24. Hosted Catalog Order Click on the Roche button on the Home/Shop Page, the Search box will open Type in “penicillin” in the Search box Click Search

25. Hosted Catalog Order The Search results page opens Find the item that you wish to purchase and add your quantity in the quantity box and click Add to Cart Click the View Cart link

26. Shopping Cart This is your Shopping Cart Make sure the order looks correct Click the Assign Cart button

27. Assign Cart The Assign Cart window opens The preferred assignee automatically populates You may leave a note if you would like Click the Assign button

28. Congratulations! You have successfully assigned your cart!

29. Punch-out Order Click the Staples button on the Home/Shop Page You will be redirected to the Staples punch-out site There are many ways to search for an item Search Box Shop by Category Find item you would like to purchase and click Go Shop by Category Search Box

30. Punch-out Order The search results page opens Select item and quantity and click Add to Cart

31. Cart Summary The Cart Summary screen appears You can either Continue Shopping or Checkout We are going to Checkout

32. Review Item Screen The Review Item Screen opens Review your cart and click Submit

33. Shopping Cart Clicking the submit button brings the cart back into the Marketplace for processing Some departments prefer for the shoppers to enter the Accounting information before assigning the cart, so instead of clicking Assign Cart click Proceed to Checkout

34. Proceed to Checkout Clicking Proceed to Checkout brings you to the Requisition If your profile was set up correctly you should have green checkmarks in all tabs on the ribbon until you get to Accounting Codes There is an error here because the Account will vary according to what you are buying

35. Adding an Account Click the edit box in the Accounting Codes section of the Requisition The Accounting Codes edit box will open You can either type in the Account Code if you know it or Select from All Values if you don’t

36. Adding An Account Click the Select from All Values link The Custom Field Search box opens Type in a Description and Search Click [select] by the account code you want to select then Save

37. Assign Cart The Assign Cart window opens The preferred assignee automatically populates If you would like to search for another assignee you can click the radio button beside Search for an assignee

38. Assign Cart Click the Search for an Assignee link and the User Search box will open Type in a user’s last name and Search Click [select] by the user you want to select then Save

39. Assign Cart Leave a note to the Assignee if you wish and Assign Note: You have the option to add this new user to your profile from this screen

40. Congratulations! You have successfully assigned your cart!

41. Non-Catalog Form Order Click the Non-catalog form quick link on the Home/Shop Page

42. Non-Catalog Form Order The Non-Catalog form opens Use the Non-catalog form for any suppliers that are not Hosted or Punchout suppliers Or if the item(s) is not available through the Hosted Catalog or the Punchouts

43. Non-Catalog Form Order Complete form Anything in bold is required Commodity codes are now required Once you have finished adding the line at the top right under the Available Actions dropdown select Add and Go to Cart If you need to add another line select Add to Cart and Return

44. Non-Catalog Order Make sure that everything looks correct and click the Assign Cart button

45. Questions? If you have any questions you may contact Marketplace Help Desk marketplace@musc.edu Sylvia Kelly – 792-8956 – kellysy@musc.edukellysy@musc.edu Sarah Wall – 792-4521 – walsar@musc.eduwalsar@musc.edu Trainers Teresa Rogers – 792-9815 rogerth@musc.edurogerth@musc.edu Destiny Maguire – 792-4269 edwarddc@musc.eduedwarddc@musc.edu