Placing a Standard Order

Written By: Anthony Joseph Stair (and 4 other contributors)

Comments: 2
Favorites: 0

Difficulty

Very easy

Steps

Time Required

00:05:00 - 00:10:00

Introduction

This guide will walk you through the basic steps for placing a Procurify order. Before continuing you should have already have setup your Procurify account and completed to best practices dozuki.

Step 1 Open Procurify

Navigate to https://engr.procurify.com/
Login with username and password
Click "NEW REQUEST" and then "Order"

Step 2 Order Request

Select the department (lab) you are ordering for

Select the department (lab) you are ordering for
Fill out a description of the order
Select proper approver for the space
DO NOT select Rick as next approver unless specifically instructed to do so
Select "+ Add New Item" to bring up the form to order an item

Step 3 Add New Item to Order

For online purchases: paste link into the "Product Name" Field and Procurify will try to autofill all of the fields

The autofill will likely miss or botch some data, always double check what was filled in

Input the vendor name in the "Preferred Vendor" box

For online purchases: paste link into the "Product Name" Field and Procurify will try to autofill all of the fields
The autofill will likely miss or botch some data, always double check what was filled in
Input the vendor name in the "Preferred Vendor" box
Check the vendor list to see if the vendor already exists. Do not add an existing vendor
If "Preferred Vendor" is correct, then the "Vendor Name" box will dissapear
"SKU" is also incorrect
Do not input anything if you are not 100% it is an SKU number, i.e. no product numbers or other identifications

Step 4

The Terrapin Works "Account Code" should be suggested under the input box

Sometimes the account code will be EIT Operations, and that is ok as long as the number is 01-2-953670

Input the number of units you want in the "Quantity" box

The Terrapin Works "Account Code" should be suggested under the input box
Sometimes the account code will be EIT Operations, and that is ok as long as the number is 01-2-953670
Input the number of units you want in the "Quantity" box
Check the unit price in "Esimated Price", or input it if it was not autofilled
Input your lab abbreviation (MIC, AFL, etc.) into the "Project/Unit" box
Input links to products in the "Comments" section if not autofilled, shorten the links to remove unnecessary information (ALWAYS test to make sure they work!)
Any additional documents, such as quotes, should be uploaded
When all necessary information is inputted, click "Add Order Item"

Step 5 (Optional) Add from Item History

Click "Item History" and search for something you have ordered previously

Check that all information is still correct when reordering.

Click "Item History" and search for something you have ordered previously
Select the item you need
Check that all information is still correct when reordering.
Click "ADD ORDER ITEM"

Step 6 Review and Submit

Review all of the order information one last time including price and quantity

Review all of the order information one last time including price and quantity
Click "SUBMIT REQUEST"

Step 7 Next Steps

Once the order is submitted it will need to be approved by your supervisor as well as Jim Zahniser for larger orders

You can see the status of your orders in the tabs along the top

Once your item is received you will get an email to pick it up

Once the order is submitted it will need to be approved by your supervisor as well as Jim Zahniser for larger orders
You can see the status of your orders in the tabs along the top
Once your item is received you will get an email to pick it up