uSOURCE Video Tutorials

uSOURCE Overview

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

User profile

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

Ordering

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

Approving

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

Document search

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

Receiving

• Verify delivery with Packing Slip
• Create a Goods Receipt

Cancelling and returning

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

Invoicing

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

Conclusion

• Information Library
• User Manual
• Contact HelpDesk