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.

NEW! Amazon Business Hub Locker
NEW! Non-Catalog Items Form
America To Go Punch Out Catalog Payment Request Form
BearBUY Icon Profile Management: How to Maintain a User Profile (BFS)
bluCard Tracking PO Change Orders Workflow for Senior Buyers Quick Reference Guide & Presentation

Cart Management

Punchout Quotes Feature Quick Reference Guide

Chart of Account Codes (COA) in BearBUY

Receiving
Chartstring Field change on a non-vouchered PO Requisition Approver
Chartstring Field change on a Partially vouchered Catalog PO Requisition Creator
Chartstring Field change on a Partially vouchered Form PO
Searching and Viewing Supplier Profiles in BearBUY
Combining Multiple Attachments NEW! Services and Non-Tangible Items Form
Data Privacy Sole Source Form
Document Search
NEW! Steelcase/One Workplace Punch-Out
Document Search - Monitoring a Workflow Step
NEW! Subaward for Non-UC Recipients Form
Email Approvals
Voucher & Match Exception Approver
Email Notifications  
NEW! Enabling Pop-Up Windows in Web Browsers to User Punch-Outs and View Vouchers  
Forms Matrix   
Generic Ship-to Address (To Use While Working From Home During COVID-19 Shelter-in-Place)  
Glossary of Terms
 
New Shoppers Quick Reference Guide

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 Create a Quantity or Cost Receipt BearBUY Fast Track Approval
Elastic Search

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