Training Courses

BearBUY: Virtual Training Sessions

Sessions are offered on a rotating and ad hoc basis throughout the year.

Please send any training inquiries to bearbuyhelp@berkeley.edu


Latest BearBUY Job Aids and Reference Guides can be found on the BearBUY Instructional Resources page

Register to learn more about BearBUY with one of our upcoming virtual trainings listed below. 

NEW! Basics for Shoppers

This is an ESSENTIAL eCourse training for ALL employees who will purchase goods and services on behalf of the University through the eProcurement system, BearBUY. Participants will learn BearBUY basics, terminologies, catalogs & forms, and workflow.

For closed captions, please click on the "CC" button located at the lower right-hand corner of the training.

Browser Compatibility:
Chrome & Edge (preferred)
FireFox & Safari (unsupported)
Internet Explorer (incompatible)

To take this eCourse, click on the following course #: 

BEESS950-Online 

Shopping With Forms & More

Shoppers will learn about the new elastic search, how to look up a vendor in BearBUY, searching for their region, updating personal preferences, utilizing contracts in purchase orders, validating chartstrings and creating various forms (non-catalog, service, payment request/honorarium, and BluCard). 

Prerequisite: Basics for Shoppers

Shopping With Forms & More Presentation

----------------------------------------------------

If you are interested in this training, please send a request to bearbuyhelp@berkeley.edu

Change Order Preparer

Includes an overview of what this role is about, important things to remember, best practices, and tips on how to avoid common issues when performing change orders.

Prerequisite: Basics for Shoppers

Change Order Preparer Presentation

----------------------------------------------------

Please stay tuned as we are currently working on developing an eCourse for the Change Order Preparer training!

Requisition Creator

Includes an overview of what this role is about, important things to remember, best practices/procedures, terminology and tips on how to edit Org Node, Ship To Addresses, understanding approvals, reviewing Final Destinations, verifying Chart of Accounts, and checking form information/attachments. 

Prerequisite: Basics for Shoppers

Requisition Creator Presentation

----------------------------------------------------

If you are interested in this training, please send a request to bearbuyhelp@berkeley.edu

Requisition/Org Node Approver

Includes an overview of what this role is about, important things to remember, best practices/procedures, terminology, data privacy, approval limits, assigning/approve/reject/return requisitions, verifying Chart of Accounts, ensuring departmental policy compliance, and reviewing attachments.

Prerequisite: Basics for Shoppers

Requisition/Org Node Approver Presentation

----------------------------------------------------

If you are interested in this training, please send a request to bearbuyhelp@berkeley.edu

Match Exception Preparer and Voucher Approver

Includes an overview of what the Match Exception Preparer role is about, important things to remember, best practices, and tips on how to research/process the clearing match exceptions, identifying the root cause of issues, documenting and attaching necessary documents. It also includes an overview of what the Voucher Approver role is about, important things to remember, best practices, terminology, voucher workflow and tips on how to review requisition accuracy,  approve, route or reject vouchers.

Prerequisite: Basics for Shoppers

Match Exception Preparer and Voucher Approver Presentation

----------------------------------------------------

If you are interested in this training, please send a request to bearbuyhelp@berkeley.edu