UCIBuy+ Job Aids

Review the guides below for instructions and information on UCIBuy+ functionality. 

UCIBuy+ (A): Basics/Navigation

Whether new to the system or in need of a quick refresher, these resources support the accurate navigation of UCIBuy+ site and its features from finding items and managing carts to tracking purchase orders and customizing settings.

Job Aids Audience
1. Navigating the Basics of UCIBuy+  Central Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers
2. How to Access the Dashboard  Central Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers
3. How to Access the Action Items.  Central Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers
4. How to Search for Catalog Items in UCIBuy+  Department Buyers, Requisitioners, Shoppers
5. How to Save Personal Favorites  Department Buyers, Requisitioners, Shoppers
6. Managing UCIBuy+ Carts  Department Buyers, Requisitioners, Shoppers
7. How to Assign, Return, and Reject a Purchase Requisition  Central Buyers, Department Buyers, Financial Approvers, Restricted Items Approvers
8. How to Assign a Cart  Department Buyers, Requisitioners, Shoppers
9. How to Check Purchase Order (PO) Status  Central Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers
10. How to Save a Purchase Order as a PDF  Central Buyers, Department Buyers
11. How to Edit Settings and Notifications  Central Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers

UCIBuy+ (B): Requisitioner - Submitting an Order

 These resources walk through initiating and submitting catalog and non-catalog orders, adding comments and attachments to requisitions, and managing ad-hoc approval workflows.

Job Aids Audience
1. ZotPO – Submitting a Catalog Order  Department Buyers, Requisitioners
2. How to Initiate a Non-Catalog Order: Purchasing Request Form and Requisition  Department Buyers, Requisitioners, Shoppers
3. How to Add Internal and External Attachments  Central Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers
4. How to Add Comments in UCIBuy+ Requisition  Central Buyers, Department Buyers, Financial Approvers, Requisitioners, Restricted Items Approvers, Shoppers
5. How to Add Ad-Hoc Approver to Requisition Workflow  Department Buyers, Requisitioners

UCIBuy+ (C): Department Buyer - Completing the Non-Catalog Requisition

These resources detail the actions and the sections that the Department Buyers need to complete to further process the requisition.

Job Aids Audience
1. How to Complete and Approve a Non-Catalog Requisition  Department Buyers
2. How to Submit a Capital Asset  Department Buyers, Requisitioners

UCIBuy+ (D): Typical Purchasing Scenarios

This resource details the required actions needed to submit requests for specialized scenarios, such as IT services (including software) and recurring purchases.

Job Aids Audience
1. Specific Purchasing Scenarios: How to Submit IT Services Requests & Set-Up a Recurring Purchase Request  Department Buyers, Requisitioners, Shoppers

UCIBuy+ (E): Special Scenarios

These resources provide guidance for handling specialized and less common purchasing scenarios in UCIBuy+ including overriding purchase order defaults, assigning non-default payment terms, and creating subaward purchase orders.

Job Aids Audience
1. How to Override PO Defaults and Assign Payment Terms  Central Buyers
2. Create a Subaward Purchase Order (PO)  Financial Approvers