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Log in to your����and on the��ŷ���ڱ���Ƶ Resources Home��tab, click the��ŷ���ڱ���Ƶ Marketplace��tile.

As a shopper you can create shopping carts for orders and then assign them to a��Requestor - also referred to as�� Assignee who will complete the purchase.�� Stephanie Morris is the Department of Computer Science Requestor/Assignee.�� Follow��the steps below to add Stephanie as a default��to your profile. Upon submission of the cart, it will be sent to Stephanie for review and approval.�� For questions regarding your order, or to check on the status, email Stephanie at csteam@colorado.edu.

To add a Requestor to your Profile

1. In ŷ���ڱ���Ƶ Marketplace, click the User icon, located in the ribbon at the top of the screen, and select��View My Profile.
2. Use the menu on the left to click��Default User Settings, then��Cart Assignees.
3. Click��Add Assignee…
4. Enter your Requestor’s��Last Name��– additional information will narrow down your list of results.
5. Click��Search.
6. Select a Requestor from the list by clicking the person’s row.
7. The Requestor will be available to you in a dropdown list on your shopping carts.
8. To designate a Requestor as preferred and have that Requestor default to your shopping cart, click Set as��Preferred.

1. In ŷ���ڱ���Ƶ Marketplace, click the User icon, located in the ribbon at the top of the screen to the right, and select��View My Profile.
2. Click��Default User Settings, then��Default Addresses.
3. Click��Select Addresses for Profile.
4. Search for the building using the��Nickname/Address Text��field. You can enter any part of the building name or address.
   1. For Engineering, enter:��1ECCS
5. Click��Search.
6. Update the attention (ATTN) as your name, or as the individual whom you'd like the Computer Science��front office staff to contact when the package arrives. Enter the room/floor/suite (RM/FL/STE) information as ECOT 717, which is the Computer Science Main Office were all packages are delivered.
7. Click��Save.
8. Your Ship To now appears in the box on the left side of the page.
9. The Ship To address will be available to you in a dropdown list on your shopping carts.

1. Select the appropriate address from the box located on the left side of the page.
2. The��Edit Selected Address��box appears on the right side of the page. Select the��Default��checkbox and click��Save.

1. Select the appropriate address from the box on the left side of the page.
2. The��Edit Selected Address��box appears on the right side of the page. Click��Delete Address.

Shopping can be accomplished using hosted catalogs, punch-out catalogs, or with the non-catalog form.

Punch-out catalogs are maintained on the suppliers’ ŷ���ڱ���Ƶ-custom websites and accessed from ŷ���ڱ���Ƶ Marketplace. The punch-out catalog shopping experience is different from supplier to supplier. Punch-out catalogs are created and maintained by each supplier so the exact steps of how to search, shop and add items to your shopping cart will vary.����

Instructions on Punch-Out Catalog shopping��

Additional information and training are available online at the��.

• Log in to your����and on the��ŷ���ڱ���Ƶ Resources Home��tab, click the��ŷ���ڱ���Ƶ Marketplace��tile.
• From the ŷ���ڱ���Ƶ Marketplace home screen, click on catalogs which is a tile in the upper right-hand corner (hint: look for the image that looks like a shopping cart).
• Scroll down to showcases.
• Click on the tile of the vendor in which you'd like to shop.
• Start shopping! The screen that now appears should be familiar and look much like the screen you’ve used in the past to make a purchase from the Vendor you have selected.
• Proceed to Checkout when your shopping is complete.
• A new screen will appear as you are brought back into the Marketplace.�� In the details section, you should name your cart with your��Last Name, Vendor��Name��and Date.��Example: Smith Staples 2/21/23
• From within the shopping cart, click the��Add Speedtype/Shipping/etc.��button located in the upper right corner.
• A red x��highlights where your attention is needed. You can click on the tab to navigate to the section and provide information.
• An error message also displays next to the field missing required information.
• Scroll down to the��Accounting Codes��section.
• Click on the��Required field��link or the edit button to enter or search for the��SpeedType��and��Account.
• Enter the appropriate SpeedType using one of the following methods:
  1. Type the SpeedType and click the recalculate/validate values link to return the corresponding Fund, Org, Program or Project value values.
  2. If needed, click the Search or��magnifying glass��icon to search for the SpeedType using the Custom Field Search.�� You can search by all or part of the SpeedType number (value) or description.
  3. If appropriate, you can����between more than one SpeedType and/or more than one Account code.
• Type the��Account, or click Search or��magnifying glass��icon��to search for the account using the��Custom Field Search.��
  • Commonly Used Account Codes
• Click the Save button.
• In the��Internal Notes and Attachments��section click on the��Pencil icon��which will open an internal note box.�� In the internal note section,��provide the detailed business purpose of the purchase (“to support research/teaching” is not detailed enough).�� This is a critically important step as adding this information eliminates the need to provide a Purchase Verification form.�� If the internal notes information is missing upon submission of the cart, the order will be delayed as Stephanie will have to collect this information from you via email.
• If the purchase requires ICT review you will need to attach the final ICT results to the cart before submission by going to the��Internal Notes and Attachments��section click on Add select the file to attach and click save changes.
• Click the Assign Cart��located in the upper right corner.
  • As a shopper you can create shopping carts for orders and then assign them to a��Requestor - also referred to as�� Assignee who will complete the purchase.��Stephanie Morris is the Department of Computer Science Requestor/Assignee.�� Upon submission of the cart, it will be sent to Stephanie for review and approval.�� For questions regarding your order, or to check on the status, email Stephanie at csteam@colorado.edu.�� You may follow these ��to add��Stephanie as your default Requestor for future purchases.
• A congratulatory message will appear, along with a summary of your requisition.
• You will receive a message from the system when Stephanie has approved the order.
• Orders are shipped to the Computer Science Main Office and you will be notified by email when the package arrives.

To order from any company that does not have a hosted or punch-out catalog, you will need to use the non-catalog form.����Can’t find your supplier?��A supplier must be set up in ŷ���ڱ���Ƶ Marketplace before you can enter a form. Email csteam@colorado.edu��for assistance.

Instructions on non-catalog purchasing

• On the ŷ���ڱ���Ƶ Marketplace home page, click on Form Process.
• Click on��one of the commodity dashboards at the top of the page:��
  ��
• Use the scroll bar to reach the��Showcases��section��and select the��Non-Catalog Form. The form will appear in a separate window.
  ��
• Enter the��Supplier��or click the��supplier search��link. Select the appropriate supplier from the list of results.�� Can’t find your supplier?�� A supplier must be set up in ŷ���ڱ���Ƶ Marketplace before you can enter a form. Email csteam@colorado.edu��for assistance.
• Verify that supplier information is correct. Note that the��Fulfillment Address��is the address to which the resulting Purchase Order (PO) will be issued. A fulfillment address specified by the supplier as preferred will default.
• Enter the required��Item Information, indicated by the boldfaced fields.
  a. If available, enter the��Catalog No.
  b. Enter a detailed��Description.
  c. Enter the��Quantity.
  d. If appropriate, select a different��Packaging (UOM)��measurement.
  e. Enter the��Unit Price.
  f.�� Select a��Commodity Code.

• Use the Available Actions dropdown menu located at the top of page and select either:

  Add and go to Cart to finalize your request as is; or,
  Add to Cart and Return to add more goods/services to your shopping cart.

• If you select Add to Cart and Return, repeat the above steps to add each good/service.�� Select Add and go to Cart when ready to finalize.
• A new screen will appear with the item/s included in your shopping cart.�� In the details section, you should name your cart with your��Last Name, Vendor��Name��and Date.��Example: Smith XXVI Holdings Inc 2/21/23
• From within the shopping cart, click the��Add Speedtype/Shipping/etc.��button located in the upper right corner.
• A red x��highlights where your attention is needed. You can click on the tab to navigate to the section and provide information.
• An error message also displays next to the field missing required information.
• Scroll down to the��Accounting Codes��section.
• Click on the��Required field��link or the edit button to enter or search for the��SpeedType��and��Account.
• Enter the appropriate SpeedType using one of the following methods:
  1. Type the SpeedType and click the recalculate/validate values link to return the corresponding Fund, Org, Program or Project value values.
  2. If needed, click the Search or��magnifying glass��icon to search for the SpeedType using the Custom Field Search.�� You can search by all or part of the SpeedType number (value) or description.
  3. If appropriate, you can����between more than one SpeedType and/or more than one Account code.
• Type the��Account, or click Search or��magnifying glass��icon��to search for the account using the��Custom Field Search.��
  • Commonly Used Account Codes
• Click the Save button.
• In the��Internal Notes and Attachments��section click on the��Pencil icon��which will open an internal note box.�� In the internal note section��provide the detailed business purpose of the purchase (“to support research/teaching” is not detailed enough).�� This is a critically important step as adding this information eliminates the need to provide a Purchase Verification form.�� If the internal notes information is missing upon submission of the cart, the order will be delayed as Stephanie will have to collect this information from you via email.
• If the purchase requires ICT review you will need to attach the final ICT results to the cart before submission by going to the��Internal Notes and Attachments��section click on Add select the file to attach and click save changes.����
• Click the Assign Cart��located in the upper right corner.
  • As a shopper you can create shopping carts for orders and then assign them to a��Requestor - also referred to as�� Assignee who will complete the purchase.�� Stephanie Morris is the Department of Computer Science Requestor/Assignee.�� Upon submission of the cart, it will be sent to Stephanie for review and approval.�� For questions regarding your order, or to check on the status, email Stephanie at csteam@colorado.edu.�� ��You may follow these ��to add��Stephanie as your default Requestor for future purchases.
• A congratulatory message will appear, along with a summary of your requisition.
• You will receive a message from the system when Stephanie has approved the order.
• Orders are shipped to the Computer Science Main Office and you will be notified by email when the package arrives.