Procurement Training

Download our Power Point Training Document

Getting Started

• Request User Access Roles
• Navigation 101
• Setting Up Your Profile
• Glossary of Terms

Shoppers/Requesters

• Shopping from a Punch-Out Catalog
• Shopping from a Hosted Catalog
• Shopping Using a Non-Catalog Request Form
• Shopping Using a Blanket Order Request Form
• Shopping Using a Services Request - Fixed Form
• Shopping Using a Services Request - Variable Form
• Shopping Using a Software Request Form
• Assigning Your Shopping Cart
• Reviewing the Status of My Order
• Reviewing Assigned Carts
• Using Document Search
• Creating Favorite Carts
• Creating Recurring Reports
• Creating Split Distributions
• Adding a Comment to a Requisition
• TIPS for Purchase Requests in SpearMart
• Draft Carts & Assigned Carts
• Submitting a Change Order Form Request
• Submitting a Sole Source Request
• Submitting a PCard Cardholder or Proxy Application Form
• Submitting a PCard or Proxy Termination-Transfer Form
• Processing Receipts (in OMNI)

Requesters

• Completing a Requisition
• Assigning a Substitute Requester
• Assigning a One-Time Ship-To Address
• Updating a Catalog Item to an OCO Commodity Code
• Updating a Commodity Code on a Catalog Order
• Updating the Owner/Requester on a Requisition
• Resubmitting a Requisition

Approvers

• Ad-Hoc Approval
• Approving a Requisition
• Assigning a Substitute Approver