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uSOURCE Video Tutorials

uSOURCE Overview

Topics Covered:

  • Course overview
  • What is uSOURCE?
  • Order documents
  • Purchasing roles & order process
  • How to request additional permissions
  • Chapter quiz

10 min


User profile

Topics Covered:

  • Code favourites
  • Shipping address
  • Cart assignee
  • Notification preferences
  • View Funds Centers and approvals

8 min


Ordering

Topics Covered:

  • Basic shopping
  • Draft carts
  • Checkout
  • Checking order status

10 min


Approving

Topics Covered:

  • Approve a Requisition
  • Approving by email
  • Rejecting, returning, forwarding
  • Assign a substitute Approver

5 min


Document search

Topics Covered:

  • View recent orders
  • Create custom search
  • Schedule a search export
  • Search for specific items

5 min


Receiving

Topics Covered:

  • Verify delivery with Packing Slip
  • Create a Goods Receipt

4 min


Cancelling and returning

Topics Covered:

  • Cancel a line item
  • Arrange a product return
  • Create a Return Receipt

6 min


Invoicing

Topics Covered:

  • Invoicing payments
  • 2-way vs 3-way matching
  • View invoice information
  • Invoice errors

4 min


Conclusion

Topics Covered:

  • Information Library
  • User Manual
  • Contact HelpDesk

1 min


Last Updated:  September 8, 2023