Eagle Buy Shoppers Training Session · Click on the blue select from org addresses When the search box pops up type in the building name and click the blue Search button. Once the

Eagle Buy

Shoppers

Training Session

Table of Contents

Contents

Roles.................................................................................................................................................................................... 3

Navigation and Help ........................................................................................................................................................... 4

View and Update the User Profile ..................................................................................................................................... 5

Ordering from a Punch-Out ............................................................................................................................................... 6

Modifying items from a Punch-Out ................................................................................................................................. 13

Using Simple Search (Shop at the Top) ............................................................................................................................ 13

Shopping for Non-Catalog items ...................................................................................................................................... 22

Using the Document Search Feature ............................................................................................................................... 31

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Roles Shopper – These users can shop for items, but cannot submit a cart.

Requestor/Requisitioner – These users can shop for items and submit carts. (That they created or assigned from a shopper)

Approver – These users can review purchase requisitions that flow to them. They have the

option to approve, return or reject these requisitions.

Contract Manager – These users are responsible for the creating and editing contracts

Administrator – These users can make changes to site configuration, user information, suppliers, etc.

Web address to log in to Eagle Buy TEST: https://usertest.sciquest.com/apps/Router/Login?OrgName=TennesseeTech For Eagle Buy LIVE: https://solutions.sciquest.com/apps/Router/Login?OrgName=TennesseeTech User Name is the same as your system user name and/or first part of your email address. Password is the same as your system password. When your system password is changed then your Eagle Buy password is automatically changed to match. New users can ask to register with Eagle Buy by clicking on Create Account.

https://usertest.sciquest.com/apps/Router/Login?OrgName=TennesseeTech

https://solutions.sciquest.com/apps/Router/Login?OrgName=TennesseeTech

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Navigation and Help Resource information specific to TTU is available at the bottom of the home page.

The Organization Message on the home page can also provide information.

Online help is accessed by clicking on the question mark (?) anywhere it is available in the application, by hovering over

certain elements, or by clicking on hyperlink text.

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View and Update the User Profile 1. From the homepage in the top right corner click on your Name.

2. From the drop down box click on View my Profile.

3. Under User Profile and Preferences click on User’s Name, Phone Number, Email, etc.

4. Modify any of the available information: First Name, Last Name, Phone Number, and Department.

5. Change the Position Field from “Not Trained” to “Trained.”

6. Click the Save button to save any changes made.

7. Navigate to Language … Settings and make selections from each dropdown menu.

8. Click Save when done.

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Ordering from a Punch-Out The goal of this exercise is to demonstrate how to perform a standard (simple) search for an item in a punch-out

catalog in Eagle Buy. o All items added to the cart must be added in the same punch-out session.

1. From the Home page, locate the CDW-G Logo in the Punch out section of the Showcase.

Click on the logo and you will be taken into CDW’s website.

2. Locate a product, and click Add to Cart. 3. Update the quantity if necessary, then click Checkout. 4. Click Transfer Shopping Cart. You will now go back into Eagle Buy. 5. Can rename the cart if that is helpful to you. 6. Click Proceed to Checkout.

7. Enter all required information that you know for this order.

In the General section you will need to select the PO Distribution. To edit this section you

will need to click edit or you can click on Required field in the yellow box.

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Click on Select from all values

Click on the drop down box

Two Options will be available to choose – “Do Not Send the PO to the Supplier” and

“Send the PO to the Supplier”

o Select Do Not Send the PO to the Supplier if :

The service has already been completed and you have an invoice in

hand.

o Select Send the PO to the Supplier if :

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If you are using a Punch-Out Catalog on the Home Page

Ordering goods which haven’t been delivered yet

Paying for a purchase with a procard

Once the appropriate option is selected then click the blue Save button.

Now on the left hand side click on the word Shipping.

o To edit the Shipping section click on the word edit in the top right.

Click on the blue click here

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Click on the blue select from org addresses

When the search box pops up type in the building name and click the blue Search button.

Once the Building information comes up - click on the blue select.

Building information should have populated and now enter the appropriate Room Number.

Check the box next to Save this address for future use.

Check the box next to Check this box to make this the default address in the future.

To save click on the blue Save button.

Now on the left hand side click on the word Billing.

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Would like for CDW-G to Invoice TTU

o Then nothing needs changing in this section

Would like to use my procard for this CDW-G order

o Click edit out from the words Credit Card Info.

Fill in the Cardholder Name, Card Number, Card Security Code, and Expiration Date.

Click the blue Save button.

Now on the left hand side click on the words Accounting Codes. o As a shopper you may not know what accounting codes to enter. If you don’t know

the appropriate accounting codes you may skip the accounting codes section.

In the top right of the accounting codes section click the word edit or you can click on the

Required field in the yellow box.

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Enter the Index and Account Code and then click the blue Save button.

o The rest of the Accountings Codes should populate, but if they do not, double check to

see if the correct codes have been entered. If the Accounting Codes are correct then

that means these accounting codes have not been set up properly in Eagle Buy. You will

need to email Valerie Greenwood with the accounting codes that you were trying to

use.

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On the left hand side the next section is Internal Notes and Attachments.

o Internal Notes and Attachments is to be used to attach Invoices, Emails, etc.

On the left hand side the next section is External Notes and Attachments.

o External Notes and Attachments is to be used to attach a quote or any other document

that needs to be sent to the supplier with the Purchase Order.

The last step before submitting the requisition will be to click on the Final Review section on the

left hand side.

o Look the requisition over and make sure you have done everything correctly.

If everything looks correct then you can click on the blue Assign Cart button.

When the pop-up box appears change the radio button to Search for an Assignee.

Next click on the words in blue “Search for an assignee”

In the pop-up box enter the last name of the person who will be submitting the requisition and

then click the blue Search button.

Click the word Select beside the name that you would like to assign the cart to.

Now the Selected Assignee should be populated and you are ready to click the blue Assign

button.

After you clicked the blue Assign button your screen should look similar to the one below.

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Modifying items from a Punch-Out If the items your requisition need modifying then you will need to click on the blue “Modify Items”

in the Supplier Information section to go back to the punch-out to adjust your order.

Using Simple Search (Shop at the Top) The goal of this exercise is to demonstrate how to perform a standard (simple) search for an item in a TTU

contract.

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1. From the Home Page, enter either Supplier Name, Contract Number, Product Description, or a Contract

Keyword that describes your item in the shop at the top bar.

o Examples: Sherwin Williams, BL00008211, Paint; Smith Electric, BL00008093, Electrical Services; Timothy

C. Dean, BL41317150, Dual Service

2. Click the blue Go button.

3. Click the blue Add to Cart button for the item that you want to order.

o Repeat Steps 1-3 to add different items to your cart.

4. Click on the cart icon in the upper right-hand corner, to review your cart.

5. Click on the gray View My Cart button.

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o Remember to Name your cart something that is easy to do a search on.

6. Click the blue Proceed to Checkout button.

7. Enter all required information that you know for this order. o In the General section you will need to select the PO Distribution. To edit this section you will need to

click edit or you can click on Required field in the yellow box.


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hand.








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• Click on the blue click here








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Would like for Sherwin Williams to Invoice TTU


Would like to use my procard for this Sherwin Williams order








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use.

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left hand side.





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button.


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Shopping for Non-Catalog items The goal of this exercise is to order an item that is not available in either a hosted catalog or punch out catalog.

1. Click the non-catalog item link on the Home/Shop page.

2. Enter a Supplier. Use CCS Presentation Systems or Perform supplier search.

3. Complete all required information(supplier, product description, catalog no., quantity, price estimate,

commodity code are required):

o Enter Epson 1945w PowerLite Projector (price $1442 each)

4. Click Save and Close.

5. Click on the cart name in the upper, right-hand corner. Click Proceed to Checkout.

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6. Click on the gray View My Cart button.

o Remember to Name your cart something that is easy to do a search on.

7. Click the blue Proceed to Checkout button.

8. Enter all required information that you know for this order. o In the General section you will need to select the PO Distribution. To edit this section you will need to

click edit or you can click on Required field in the yellow box.

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hand.








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Click on the blue click here








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Would like for Sherwin Williams to Invoice TTU


Would like to use my procard for this Sherwin Williams order








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use.

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left hand side.





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button.


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Using the Document Search Feature

The goal of this exercise is to view the history and comments for a PR or PO in Eagle Buy

1. Navigate to the Document Icon (looks like a stack of pages) on the left in the outer most column.

2. Click on Search Documents

3. Find one of your documents (the Purchase Requisition or the Purchase Order).

o Change the filter to Requisition to find one of the requisitions you have created.

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4. Click on the PR/PO Number to open the document

5. Click the PR Approvals section to view the document workflow.

6. Click the Comments section to view any comments to the document.

7. Click the word History (in blue in the top right hand corner of the document) to view the complete history of

the document.