Shopper/Requestor/Approver

Bid Process

1. To enter a requisition for a bid, click on the non-catalog item button.

2. For all bids, type “Bid Vendor” in the Supplier Field.

3. Enter the Product Description, Catalog No. (if applicable), Quantity, Price and Unit of

Measurement. Provide as much description and information as possible.

4. After all items are entered Save & Close.

5. Click the cart link at the top of the page to open the cart.

6. Once the cart is open:

A: Shoppers click the Assign Cart button and send the cart to the appropriate person.

This is the Shopper’s last step.

B: Requestor’s will Proceed to Checkout.

7. Click the edit button on the Shipping Address.

8. Enter Shipping/Receiving in the space provided.

9. Click Save.

10. Click the edit button to open the Accounting Codes box.

11. Select the correct Index and Account Codes.

12. Click Save.

13. If necessary, attach any supporting documentation such as: Artwork or additional

specifications, via the Internal Notes and Attachments.

14. Submit Requisition.

15. The requisition will travel through the Approval Process.

16. Once it reaches Final Review, Purchasing will bid the items using the existing processes and,

when it is awarded, will make any necessary changes to the requisition and

Approve/Complete the PO.