Training and Work Aids
TechBuy Training Aids
- Dell Special Quote Process
A training guide to show users how to order specially priced items or quantities through Dell/Summus Computers.
- Email Approval Process
training guide to show end-users how to set up approval functionality from your email or smart phone device.
- Receiving in TechBuy
How to create a receiving report in TechBuy. Also includes the guidelines on which purchase orders require receiving reports, how to correct receiving reports, how to handle shortages, duplicates, or damaged items, how to attach receipts, and how to send comments to Payment Services.
- Setting a FOAP up in your profile
a training guide to show end-users how to set up common FOAP strings in their TechBuy profile. This will allow for expediting data entry in TechBuy.
- Ship-to Address Management
a training guide to show you how to add ship to addresses to your profile and to your requisitions. This document will also show you how to properly maintain and use the ship to addresses.
Requisition/Purchase Order Accounting Guides
- HEAF Funds Guidelines(Updated:03/26/2010)
How to use HEAF Funds (FOPs beginning with 13), including examples of things that HEAF funds can and cannot be used for.
Other Training Guides
- Surplus of Property Inventory
What steps to take when your department has surplus inventory items that need to be picked up, including special handling procedures and a link to the form to complete to remove the items from your inventory list.