Procurify Best Practices

• Always check the vendor list first! Only add a new vendor if necessary.
• Use US vendors whenever possible.
• Do not use bid sites like ebay or alibaba.
• If you’re not sure about something, ask!

The cleaner the order is, the easier it is to process. Here are some general guidelines.

Some links, especially from sites like Amazon have a lot of extra data that is not needed that reduces readability. For example:

https://www.amazon.com/Comgrow-Creality-Printer-Upgrade-Certified/dp/B07GYRQVYV/ref=sr_1_1?dchild=1&keywords=ender+3&qid=1588022034&sr=8-1

can be reduced to

https://www.amazon.com/Comgrow-Creality-Printer-Upgrade-Certified/dp/B07GYRQVYV/

This makes it easier to read and review when going back over orders because the link and the item name match.

Sometimes pages will have multiple items and you will need to specify which item you need. Depending on the page you may need to include:

• A more detailed Product Name
• Extra comments for specifications
• Screenshot of configuration

While the SKU field is not required, always include it if possible.

Be as specific as possible!

Group items from the same Vendor together on multi-vendor orders. For example start with all of the Amazon items, then all of the McMaster items. Do not mix between.

AFL: Advanced Fabrication Lab

Design Team: Design Team

IES: Instructional Electronics Shop

IFL: Instructional Fabrication Lab

Keystone: Keystone Classrooms

MIC: Makerbot Innovation Center

RPC: Rapid Prototyping Center

RPL: Research Prototyping Lab

Woodshop: Keystone Woodshop

Some companies like Nanoscribe or 3D Systems do not have an online page or form to order from. In these cases you will need to get a paper quote before submitting into Procurify. All items in the quote will still need to be separate line items in the order, and should be in the same sequence as the quote . The quote can be attached with the first item.

add quote example

Sometimes items/orders are delayed for one reason or another and need to be followed up on. The best way to do this is to email Madhu at [mailto|lshalini@umd.edu} and reference the Procurify Order Number. To find this click on your Order and scroll down to the Audit Log. Here you will find the order number as PF#XXXXX for each item.

The appropriate time to follow up after marked “Purchased” varies on the vendor and order size. McMaster delivers next day, so within a week is okay. For Amazon within a week or two. Any orders requiring a Purchase Order will take extra time, as will international shipments.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec et orci id dolor porttitor imperdiet.