Purchasing – CU Marketplace

Log in to your campus portal and on the CU Resources Home tab, click the CU Marketplace tile.

As a shopper you can create shopping carts for orders and then assign them to a Requestor - also referred to as  Assignee who will complete the purchase.  Stephanie Morris is the Department of Computer Science Requestor/Assignee.  Follow the steps below to add Stephanie as a default to your profile. Upon submission of the cart, it will be sent to Stephanie for review and approval.  For questions regarding your order, or to check on the status, email Stephanie at csteam@colorado.edu.

To add a Requestor to your Profile

1. In CU Marketplace, click the User icon, located in the ribbon at the top of the screen, and select View My Profile.
2. Use the menu on the left to click Default User Settings, then Cart Assignees.
3. Click Add Assignee…
4. Enter your Requestor’s Last Name – additional information will narrow down your list of results.
5. Click Search.
6. Select a Requestor from the list by clicking the person’s row.
7. The Requestor will be available to you in a dropdown list on your shopping carts.
8. To designate a Requestor as preferred and have that Requestor default to your shopping cart, click Set as Preferred.

1. In CU Marketplace, click the User icon, located in the ribbon at the top of the screen to the right, and select View My Profile.
2. Click Default User Settings, then Default Addresses.
3. Click Select Addresses for Profile.
4. Search for the building using the Nickname/Address Text field. You can enter any part of the building name or address.
   1. For Engineering, enter: 1ECCS
5. Click Search.
6. Update the attention (ATTN) as your name, or as the individual whom you'd like the Computer Science front office staff to contact when the package arrives. Enter the room/floor/suite (RM/FL/STE) information as ECOT 717, which is the Computer Science Main Office were all packages are delivered.
7. Click Save.
8. Your Ship To now appears in the box on the left side of the page.
9. The Ship To address will be available to you in a dropdown list on your shopping carts.

1. Select the appropriate address from the box located on the left side of the page.
2. The Edit Selected Address box appears on the right side of the page. Select the Default checkbox and click Save.

1. Select the appropriate address from the box on the left side of the page.
2. The Edit Selected Address box appears on the right side of the page. Click Delete Address.

Shopping can be accomplished using hosted catalogs, punch-out catalogs, or with the non-catalog form.

Punch-out catalogs are maintained on the suppliers’ CU-custom websites and accessed from CU Marketplace. The punch-out catalog shopping experience is different from supplier to supplier. Punch-out catalogs are created and maintained by each supplier so the exact steps of how to search, shop and add items to your shopping cart will vary.  

Instructions on Punch-Out Catalog shopping 

Additional information and training are available online at the CU Procurement Service Center.

• Log in to your campus portal and on the CU Resources Home tab, click the CU Marketplace tile.
• From the CU Marketplace home screen, click on catalogs which is a tile in the upper right-hand corner (hint: look for the image that looks like a shopping cart).
• Scroll down to showcases.
• Click on the tile of the vendor in which you'd like to shop.
• Start shopping! The screen that now appears should be familiar and look much like the screen you’ve used in the past to make a purchase from the Vendor you have selected.
• Proceed to Checkout when your shopping is complete.
• A new screen will appear as you are brought back into the Marketplace.  In the details section, you should name your cart with your Last Name, Vendor Name and Date. Example: Smith Staples 2/21/23
• From within the shopping cart, click the Add Speedtype/Shipping/etc. button located in the upper right corner.
• A red x highlights where your attention is needed. You can click on the tab to navigate to the section and provide information.
• An error message also displays next to the field missing required information.
• Scroll down to the Accounting Codes section.
• Click on the Required field link or the edit button to enter or search for the SpeedType and Account.
• Enter the appropriate SpeedType using one of the following methods:
  1. Type the SpeedType and click the recalculate/validate values link to return the corresponding Fund, Org, Program or Project value values.
  2. If needed, click the Search or magnifying glass icon to search for the SpeedType using the Custom Field Search.  You can search by all or part of the SpeedType number (value) or description.
  3. If appropriate, you can split the accounting distribution for your requisition between more than one SpeedType and/or more than one Account code.
• Type the Account, or click Search or magnifying glass icon to search for the account using the Custom Field Search. 
  • Commonly Used Account Codes
• Click the Save button.
• In the Internal Notes and Attachments section click on the Pencil icon which will open an internal note box.  In the internal note section, provide the detailed business purpose of the purchase (“to support research/teaching” is not detailed enough).  This is a critically important step as adding this information eliminates the need to provide a Purchase Verification form.  If the internal notes information is missing upon submission of the cart, the order will be delayed as Stephanie will have to collect this information from you via email.
• If the purchase requires ICT review you will need to attach the final ICT results to the cart before submission by going to the Internal Notes and Attachments section click on Add select the file to attach and click save changes.
• Click the Assign Cart located in the upper right corner.
  • As a shopper you can create shopping carts for orders and then assign them to a Requestor - also referred to as  Assignee who will complete the purchase. Stephanie Morris is the Department of Computer Science Requestor/Assignee.  Upon submission of the cart, it will be sent to Stephanie for review and approval.  For questions regarding your order, or to check on the status, email Stephanie at csteam@colorado.edu.  You may follow these instructions to add Stephanie as your default Requestor for future purchases.
• A congratulatory message will appear, along with a summary of your requisition.
• You will receive a message from the system when Stephanie has approved the order.
• Orders are shipped to the Computer Science Main Office and you will be notified by email when the package arrives.

To order from any company that does not have a hosted or punch-out catalog, you will need to use the non-catalog form.  Can’t find your supplier? A supplier must be set up in CU Marketplace before you can enter a form. Email csteam@colorado.edu for assistance.

Instructions on non-catalog purchasing

• On the CU Marketplace home page, click on Form Process.
• Click on one of the commodity dashboards at the top of the page: 
   
• Use the scroll bar to reach the Showcases section and select the Non-Catalog Form. The form will appear in a separate window.
   
• Enter the Supplier or click the supplier search link. Select the appropriate supplier from the list of results.  Can’t find your supplier?  A supplier must be set up in CU Marketplace before you can enter a form. Email csteam@colorado.edu for assistance.
• Verify that supplier information is correct. Note that the Fulfillment Address is the address to which the resulting Purchase Order (PO) will be issued. A fulfillment address specified by the supplier as preferred will default.
• Enter the required Item Information, indicated by the boldfaced fields.
  a. If available, enter the Catalog No.
  b. Enter a detailed Description.
  c. Enter the Quantity.
  d. If appropriate, select a different Packaging (UOM) measurement.
  e. Enter the Unit Price.
  f.  Select a Commodity Code.

• Use the Available Actions dropdown menu located at the top of page and select either:

  Add and go to Cart to finalize your request as is; or,
  Add to Cart and Return to add more goods/services to your shopping cart.

• If you select Add to Cart and Return, repeat the above steps to add each good/service.  Select Add and go to Cart when ready to finalize.
• A new screen will appear with the item/s included in your shopping cart.  In the details section, you should name your cart with your Last Name, Vendor Name and Date. Example: Smith XXVI Holdings Inc 2/21/23
• From within the shopping cart, click the Add Speedtype/Shipping/etc. button located in the upper right corner.
• A red x highlights where your attention is needed. You can click on the tab to navigate to the section and provide information.
• An error message also displays next to the field missing required information.
• Scroll down to the Accounting Codes section.
• Click on the Required field link or the edit button to enter or search for the SpeedType and Account.
• Enter the appropriate SpeedType using one of the following methods:
  1. Type the SpeedType and click the recalculate/validate values link to return the corresponding Fund, Org, Program or Project value values.
  2. If needed, click the Search or magnifying glass icon to search for the SpeedType using the Custom Field Search.  You can search by all or part of the SpeedType number (value) or description.
  3. If appropriate, you can split the accounting distribution for your requisition between more than one SpeedType and/or more than one Account code.
• Type the Account, or click Search or magnifying glass icon to search for the account using the Custom Field Search. 
  • Commonly Used Account Codes
• Click the Save button.
• In the Internal Notes and Attachments section click on the Pencil icon which will open an internal note box.  In the internal note section provide the detailed business purpose of the purchase (“to support research/teaching” is not detailed enough).  This is a critically important step as adding this information eliminates the need to provide a Purchase Verification form.  If the internal notes information is missing upon submission of the cart, the order will be delayed as Stephanie will have to collect this information from you via email.
• If the purchase requires ICT review you will need to attach the final ICT results to the cart before submission by going to the Internal Notes and Attachments section click on Add select the file to attach and click save changes.  
• Click the Assign Cart located in the upper right corner.
  • As a shopper you can create shopping carts for orders and then assign them to a Requestor - also referred to as  Assignee who will complete the purchase.  Stephanie Morris is the Department of Computer Science Requestor/Assignee.  Upon submission of the cart, it will be sent to Stephanie for review and approval.  For questions regarding your order, or to check on the status, email Stephanie at csteam@colorado.edu.   You may follow these instructions to add Stephanie as your default Requestor for future purchases.
• A congratulatory message will appear, along with a summary of your requisition.
• You will receive a message from the system when Stephanie has approved the order.
• Orders are shipped to the Computer Science Main Office and you will be notified by email when the package arrives.