Instructional Resources

JOB AIDS

Self-explanatory/Self-instructional documents that list out step-by-step directions used as a reference tool as you work in BearBuy. All job aids are printable and more will be posted going forward. Please check back regularly.

America To Go Punch Out Catalog Forms Matrix
BearBuy Icon NEW! Generic Ship-to Address (To Use While Working From Home During COVID-19 Shelter-in-Place)
bluCard Tracking Glossary of Terms

Cart Management

NEW! New Shoppers Quick Reference Guide
Chart of Account Codes (COA) in BearBuy Payment Request Form
Chartstring Field change on a non-vouchered PO Profile Management: How to Maintain a User Profile (BFS)
Chartstring Field change on a Partially vouchered Catalog PO NEW! PO Change Orders Workflow for Senior Buyers Quick Reference Guide & Presentation
Chartstring Field change on a Partially vouchered Form PO NEW! Punchout Quotes Feature Quick Reference Guide
Combining Multiple Attachments Receiving
Data Privacy
Requisition Approver
Document Search
Requisition Creator
Document Search - Monitoring a Workflow Step
Searching and Viewing Supplier Profiles in BearBuy
NEW! Email Approvals Sole Source Form
Email Notifications
Voucher & Match Exception Approver

GUIDES & MATERIALS

Documents contain role descriptions as well as campus wide business process and procedures. Additional business processes and procedures can be added by departments as long as they don't contradict campus wide processes and procedures. All guides and material are printable and more will be posted going forward. Please check back regularly.

America To Go Requisition Quality Checklist Match Exception Preparer
America To Go Match Exception Quality Checklist Prevailing Wage Commodities List
Authorizer and Requisition Approver Prevailing Wage Training
Change Order Preparer Requisition Creator
Forms Shopper (Universal)
Managing My Approvals List Voucher & Match Exception Approver
How To Setup Ship To Address In BearBuy Profile Management PO Mass Closure
How To Select a Ship To Option As a Shopper New BearBuy Forms
How To Submit a Cart and Create a Receipt Pilot  BearBuy Fast Track Approval

WEBINAR/DEMOS

Webinars are topic specific. Demos are short videos that demonstrate how to perform specific functions in BearBuy. More Webinars and demos will be posted going forward. Please check back regularly.

Approvals (Worklist) Navigation  Quantity Receipts
Catalogs and Contracts Menu  Shop Menu 
Cost Receipts Supplier Management
Menu Search Viewing and Updating your Profile in BearBuy
Navigating BearBuy   Workflow View
Orders & Documents Menu