Instructional Resources

JOB AIDS

Self-explanatory/self-instructional documents that list step-by-step directions are 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! Guided Dashboard Overview NEW!  How to Create a Change Request
UPDATED! America To Go Punch Out Catalog NEW! Non-Campus Ship-To-Address Guide
Accessing Apple Punch-Out Enabling Pop-Up Windows in Web Browsers to User Punch-Outs and View Vouchers
BearBUY Icon Glossary of Terms
BFS1 Errors New Shoppers Quick Reference Guide(How to Set Your Default Settings in BearBUY)
NEW! Blanket Purchase Order Form UPDATED! Non-Catalog Items Form
bluCard Tracking Payment Request Form
Business Unit Field in BearBUY Profile Management: How to Maintain a User Profile (BFS)

Cart Management

 PO Change Orders Workflow for Senior Buyers Quick Reference Guide & Presentation

UPDATED! Change Requests vs PO Direct Revisions

 Punchout Quotes Feature Quick Reference Guide

NEW! How to Add/Update the Accounting Codes (Chartstring) in BearBUY

 Receiving (How to Create Receipts)
Requisition Approver
Requisition Creator
Searching and Viewing Supplier Profiles in BearBUY
Combining Multiple Attachments UPDATED! Services and Non-Tangible Items Form
Data Privacy UPDATED! Services and Non-Tangible Items Form for Purchasing Software and Cloud Services
Document Search Sole Source Form
Document Search - Monitoring a Workflow Step Steelcase/One Workplace Punch-Out
Email Approvals Subaward for Non-UC Recipients Form
Email Notifications Voucher & Match Exception Approver
NEW! How to Set Your Default Landing Page in BeaBUY

NEW! How to Add Missing Org Node in BearBUY
NEW! List of Approved Payment Terms in BFS/BearBUY

Forms Matrix

GUIDES & MATERIALS

The documents contain role descriptions and campus-wide business processes and procedures. Departments can add additional business processes and procedures as long as they don't contradict campus-wide processes and procedures. All guides and materials are printable, and more will be posted. Please check back regularly.

America To Go Requisition Quality Checklist Match Exception Preparer
America To Go Match Exception Quality Checklist Prevailing Wage Resources
Authorizer and Requisition Approver Prevailing Wage Training
Change Order Preparer Requisition Creator Guide
Forms Shopper (Universal)
Managing My Approvals List Voucher & Match Exception Approver Guide
How To Setup Ship To Address In BearBUY Profile Management BearBUY Fast Track Approval
How To Select a Ship To Option As a Shopper How To Create a Quantity or Cost Receipt
Elastic Search  

Amazon Business

Amazon Business is now approved to purchase non-contracted items through BearBUY. This new program simplifies your purchasing process and allows you to take advantage of Amazon’s wide product selection and competitive prices.

Amazon Business in BearBUY UPDATED! Amazon Business Hub Locker
(For AMAZON BUSINESS orders ONLY)
Amazon Business Registration and Acceptable Use FAQs Amazon Business Customer Service and Support FAQs
Amazon Business Deliveries, Returns, and Business Prime FAQs Amazon Business Payments and Orders FAQs