iBuy Training Materials
Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat (PDF) format. The following iBuy Training Materials are available:
Web-Based Courses
Getting Started in iBuy
Course Description
This eight-lesson course provides an introduction to the basic use and navigation of iBuy. This course provides steps, videos, and hands-on practice for setting up your profile, performing basic searches in iBuy, creating carts, placing your order, and editing requisitions. Approvers will learn the basics of approving, returning, and rejecting a requisition.
This is a role-based course. You are welcome to take each of the lessons, or you can click here to see a matrix that shows which lessons each iBuy role should take.
You need Adobe Flash Player and JavaScript enabled in your browser to take this course.
These lessons have audio. If you do not have audio capability, please use the Closed Captioning function by clicking the CC button (
) in the playback controls at the bottom of the video.
Turn off the pop-up blockers in your web browser to ensure that the links to websites and additional reference materials will work properly.
These lessons are best viewed in Internet Explorer in maximized window.
Lessons
- Before You Begin (Flash Video):
This quick video shows you how to navigate through this course.
All iBuy roles should take this lesson.
- Lesson 1: Introduction to iBuy (Flash Video): This lesson answers the questions:
Why should I use iBuy? How does iBuy compare to Banner and P-Card? What is the iBuy process flow? What roles are there in iBuy?
All iBuy roles should take this lesson.
- Lesson 2: Setting Your Profile (Flash Video): This lesson answers the questions:
How do I change my e-mail address and phone number in iBuy? How do I set up my profile so my ship-to address and FOAPAL automatically populate requisitions I create? How can I get iBuy to send me e-mail notifications about my requisitions?
All iBuy roles should take this lesson.
- Lesson 3: Searching in iBuy (Flash Video): This lesson answers the questions:
What are the different catalogs available in iBuy? How do I search in iBuy? Can I filter my search results? How do I save an item as a favorite in iBuy?
Requestors and Shoppers should take this lesson. All other iBuy roles are encouraged to take this lesson.
- Lesson 4: Shopping in iBuy (Flash Video): This lesson answers the questions:
How do I shop for items in a hosted catalog? Is there a difference between shopping for items in a punchout catalog or hosted catalog? How do I use iBuy to shop for items not found in a hosted or punchout catalog?
Requestors and Shoppers should take this lesson. All other iBuy roles are encouraged to take this lesson.
- Lesson 5: Placing the Order (Flash Video): This lesson answers the questions:
How do I turn my cart into a requisition? Why is it so helpful to have my default ship-to address and FOAPAL set up in my profile?
Requestors and Shoppers should take this lesson. All other iBuy roles are encouraged to take this lesson.
- Lesson 6: Editing a Requisition (Flash Video): This lesson answers the questions:
How do I edit the default ship-to address or FOAPAL that automatically populated my requisition? How do I split a requisition between FOAPALs? How can I add a note or attachment to a requisition?
Requestors, Shoppers, and Department Account Coders should take this lesson. All other iBuy roles are encouraged to take this lesson.
- Lesson 7: Approving a Requisition (Flash Video): This lesson answers the questions:
Do I have to login to iBuy to take action on a requisition awaiting my approval? What do I need to set up in my profile to let me approve a requisition from the e-mail notification? How do I approve, return, or reject a requisition?
Approvers should take this lesson.
- Lesson 8: History and Reporting in iBuy (Flash Video): This lesson answers the questions:
How do I access the requisitions I’ve created recently? How do I pull a list of all of the requisitions that I’ve created in the past six months? What are the steps to export a list of the requisitions that I’ve created in the past six months?
All iBuy roles should take this lesson.
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Job Aids
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Reference Guide
Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.
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