Creating a Cart in SDezBuy

Issue/Question

How do I create a cart for purchasing items

Purchasing University hardware

Assigning a cart after punchout shopping

Environment

• SNAP SDezBuy
• Punchout catalog

Resolution

Note: You will need permissions to SDezBuy to assign and create carts

1. Login to SNAP
2. Click Finance 
3. Click SDezBuy&contracts in the My Tools channel
4. Click the Supplier you wish to shop
5. Note: All Supplier sites look different
   Note: Generally, punchout catalogs have special contract pricing and discounts
6. Shop for item(s)
7. Click Add to cart
8. When finished shopping Click Checkout, this brings the items to SDezBuy as a shopping cart
   1. You can update your cart name (optional)
   2. Set Requested Delivery Date
   3. Insert Quote/Contract Number from punchout supplier
   4. Add the commodity code (if not already populated)
      Note: Changes will be saved automatically
   5. Update Quantity as needed
9. Click Proceed to Checkout 
10. If you are assigning this cart to a user in a different department than your own
    1. Click  in General 
    2. Click Prepared for 
    3. Search for the last name of the user
       1. If this field is not accessible, click the Department Approver field
       2. Select a department from your drop-down
    4. Click Save
11. Click in Shipping
    1. Change the following fields if necessary
       • Contact Name
       • Phone
       • Email
       • Select a profile address or enter a nickname in Search additional to find a new address not in your profile
       • Click the radio button to use an existing address for your order
12. Scroll down to Delivery Options
13. An FOB will default from your profile
    1. To change the FOB, click the arrow and select from the available option
14. Verify the information is correct and click on Save
15. Click in the Quote/Contract number field and type the quote or contract number
    1. If the quote is an emailed quote, enter Quote by John Smith 3/18/202X. If no quote, type “na”
16. ITS Only: Add a comment with the TeamDynamix Ticket Number
    1. Click Comment Tab
    2. Click + to add comment
    3. Enter comment
    4. Click the checkmark symbol to save
17. Click the Assign Cart button at the top right of the screen to submit you order for approval
    1. Your primary Assignee defaults
    2. If other than primary is needed, select from the drop-down or search if not found
       Note: If cart is for software that must be purchased with a procurement card indicate this in the comment so requisition can be cancelled after ITS approval
       Note: For Lee Med orders include requestor name and Index number provided by requestor in comment
    3. Update Note to Assignee
    4. Click Assign
    5. Operations proceed to step 19
18. Track the progress of your requisition using the email notifications you receive or within SDezBuy
19. For internal ITS orders, Additional Purchase Order Steps for ITS Internal Orders

Please find additional instructions by clicking on the Purchasing Training Resources link in the My Tools channel on SNAP or on the Home/Shop screen in SDezBuy.  

Contact Purchasing with further questions.