BearBuy Updates

September 2014

Dear BearBuy Users,

Fall is here and students are back on campus! Read on to find out what we have in store for BearBuy in the coming weeks. Once again we have a variety of training sessions created to help users at all levels learn more about concepts, workflows, and best practices for BearBuy.

Please review the topics below and follow the links or scroll down for more information on each topic.

This month's BearBuy News:

20-30 Webinar Training Series
"Did you know?" Useful BearBuy Tips

If you have any questions, please contact the Help Desk at

510-664-9000 (options 1,2) or BearBuyHelp@berkeley.edu for immediate assistance.

Thank you for your continued support,

BearBuy Team

Supply Chain Management

UCSF and UC Berkeley

1. 20-30 Webinar Training Series

Operations & Technology is launching a 20-30 BearBuy Webinar Training Series. The goal of the 20-30 series is to provide greater insight on BearBuy process and procedures based on system functionality. Each webinar session is tailored to provide a short in depth review of a specific topic/issue. Each session is scheduled for 30 minutes (15 minutes for concepts and functionality overview and 15 minutes for questions).

Below are the upcoming sessions and their unique webinar sign up. All sessions are scheduled on Wednesdays, from 1:30 to 2:00 pm.

An In-depth Look at the Payment Request Form

Wednesday, September 17, 1:30-2:00 pm

Join us to get to know Payment Request Form in greater detail. What can be paid on a PRF (and what shouldn't), what information must be included on the form, and how to submit the form so it's processed as quickly as possible will be covered.

Researching Your Previously Placed Orders

Wednesday, October 15, 1:30-2:00 pm

Learn more about the different functions available in BearBuy in order to follow up on a previously submitted order, including looking at the life cycle of a transaction, post cart submission. This webinar is highly recommended for all Shoppers.

Utilizing the Different Cart Management Features

Wednesday, October 29, 1:30-2:00 pm

Get more familiar with the different features that come with Cart Management. Learn how to create multiple carts at a time, how to move items from one cart to another, assigning a cart, un-assigning a cart, and more.

2. "Did you know?" Useful BearBuy Tips

Q: What is the difference between internal and external attachments or notes?

A: The Internal Attachments section allows attachment of necessary supporting documents to the form. Attachments provided in this section are not sent to the supplier.

The Internal Notes section is not visible to external entities (e.g. suppliers).

The External Attachments section provides another location for adding supporting documents to the form. Attachments provided in this section are sent to the supplier with fax and email Purchase Orders.

The External Notes section is visible to internal and external entities (e.g. BearBuy users and suppliers).

Example on a BearBuy form:

Example on a Purchase Order: