1. HokieMart On-line Training Module
Revised

2. Virginia Tech Electronic Business System

3. Virginia Tech Electronic Business System
Getting Started in HokieMart:
Setting Up Your User Profile
Version 1.1

4. Virginia Tech Electronic Business System
Getting Started in HokieMart:
Setting Up Your User Profile
Version 1.1

5. VT’s electronic business system is known around campus as:

6. VT’s electronic business system is known around campus as:
HokieMart.

7. Before we get started….
Important:

8. Before we get started…. Important: Please note if you do not have a
Virginia Tech PID

9. Before we get started…. Virginia Tech PID Important:
Please note if you do not have a
Virginia Tech PID

10. Before we get started…. set up your User Profile in HokieMart and
Important:
You must set up your PID before you can
set up your User Profile in HokieMart and
attend HokieMart Training Classes

11. Before we get started…. set up your User Profile in HokieMart and
Important:
You must set up your PID before you can
set up your User Profile in HokieMart and
attend HokieMart Training Classes

12. Before we get started…. set up your User Profile in HokieMart and
Important:
You must set up your PID before you can
set up your User Profile in HokieMart and
attend HokieMart Training Classes

13. Before we get started…. If you have your PID – Lets go!
Later in the module you can work along with me to set up your user profile.
You can view this module again or refer to the referenced Requestor Guide.

14. Before we get started…. If you have your PID – Lets go!
Later in the module you can work along with me to set up your user profile.
You can view this module again or refer to the referenced Requestor Guide.

15. Before we get started…. If you have your PID – Lets go!
Later in the module you can work along with me to set up your user profile.
You can view this module again or refer to the referenced Requestor Guide.

16. This module is designed to:
provide an overview of the main roles and terms used in the HokieMart system

17. This module is designed to:
provide an overview of the main roles and terms used in the HokieMart system
give a quick reference of computer system requirements to run HokieMart on your computer

18. This module is designed to:
provide an overview of the main roles and terms used in the HokieMart system
give a quick reference of computer system requirements to run HokieMart on your computer
show you how to create (set up) or modify your personal profile

19. This module is designed to:
provide an overview of the main roles and terms used in the HokieMart system
give a quick reference of computer system requirements to run HokieMart on your computer
show you how to create (set up) or modify your personal profile
prepare you to attend the HokieMart Requestor Training session

20. HokieMart is designed to be

21. HokieMart is designed to be open to the entire university and

22. HokieMart is designed to be open to the entire university and to reduce paper processing.

23. Roles in HokieMart

24. Roles in HokieMart
At this point:

25. Roles in HokieMart
At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart.

26. Roles in HokieMart
At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class.

27. Roles in HokieMart
At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class.

28. Roles in HokieMart
At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class.

29. Roles in HokieMart
The full responsibilities of each user is described in one of three guides:

30. Roles in HokieMart
The full responsibilities of each user is described in one of three guides:
Requestor

31. Roles in HokieMart
The full responsibilities of each user is described in one of three guides:
Requestor
Approver

32. Roles in HokieMart
The full responsibilities of each user is described in one of three guides:
Requestor
Approver
Receiver

33. Roles in HokieMart
The full guides can be found on-line on the Procurement Department’s web-page:

34. Roles in HokieMart www.procurement.vt.edu.
The full guides can be found on-line on the Procurement Department’s web-page:

35. Roles in HokieMart www.procurement.vt.edu.
The full guides can be found on-line on the Procurement Department’s web-page:
First we will take a quick view of the Procurement Department’s home page

36. Roles in HokieMart www.procurement.vt.edu.
The full guides can be found on-line on the Procurement Department’s web-page:
First we will take a quick view of the Procurement Department’s home page
show you where to locate all the User Guides

37. Roles in HokieMart www.procurement.vt.edu.
The full guides can be found on-line on the Procurement Department’s web-page:
First we will take a quick look at the Procurement Department’s home page
show you where to locate all the User Guides
then we will provide a brief explain of the roles.

41. Roles in HokieMart:
Requestor

42. Roles in HokieMart
The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart”

43. Roles in HokieMart
The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart”

44. Roles in HokieMart
The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart”
After placing the items in the “shopping cart” the Requestor will “check out.”

45. Roles in HokieMart
The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart”
After placing the items in the “shopping cart” the Requestor will “check out.”

46. Roles in HokieMart
The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart”
After placing the items in the “shopping cart” the Requestor will “check out.”

47. Roles in HokieMart
The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart”
After placing the items in the “shopping cart” the Requestor will “check out.”

48. Roles in HokieMart After “check-out” is complete:

49. Roles in HokieMart After “check-out” is complete:
a Purchase Requisition (PR) will be created
and

50. Roles in HokieMart After “check-out” is complete:
a Purchase Requisition (PR) will be created
and
will be sent electronically to a designated “Approver” for fund approval.

51. Roles in HokieMart:
On Behalf Of Requestor

52. Roles in HokieMart
Some departments also have individuals who are identified as an:

53. “On Behalf-of-Requestor”
Roles in HokieMart
Some departments also have individuals who are identified as an:
“On Behalf-of-Requestor”

54. Roles in HokieMart
An On Behalf-of-Requestor is a designated individual who initiates the electronic purchase of goods and services “on behalf of” the Requestor who is authorized to use the funds.

55. Roles in HokieMart
An On Behalf-of-Requestor is a designated individual who initiates the electronic purchase of goods and services “on behalf of” the Requestor who is authorized to use the funds.
An On Behalf-of-Requestor may be a graduate student or other administrative person in a department.

56. Roles in HokieMart:
Approver

57. Roles in HokieMart
The Approver electronically receives the PR for approval through the HokieMart system

58. Roles in HokieMart
The Approver electronically receives the PR for approval through the HokieMart system
An Approver is designated to electronically

59. Roles in HokieMart review and/or edit
The Approver electronically receives the PR for approval through the HokieMart system
An Approver is designated to electronically
review and/or edit

60. Roles in HokieMart review and/or edit
The Approver electronically receives the PR for approval through the HokieMart system
An Approver is designated to electronically
review and/or edit
approve or reject all or part of the purchase requisitions within their assigned delegated purchasing authority.

61. Roles in HokieMart:
Receiver

62. Roles in HokieMart
A Receiver verifies receipt of goods and or services.

63. Roles in HokieMart
A Receiver verifies receipt of goods and or services.
The Receiver logs-in to HokieMart and electronically “receives” the goods and or services.

64. Roles in HokieMart
A Receiver verifies receipt of goods and or services.
The Receiver logs-in to HokieMart and electronically “receives” the goods and or services.
A Receiver can receive all or part of the order depending on delivery.

65. Roles in HokieMart
A Receiver verifies receipt of goods and or services.
The Receiver logs-in to HokieMart and electronically “receives” the goods and or services.
A Receiver can receive all or part of the order depending on delivery.
The receiving process will be discussed in greater detail in the Receiver class or can be reviewed in the on-line guides.

66. Browser Requirements and Settings

67. Browser Requirements and Settings
HokieMart is a web-based product and is used in conjunction with the Internet.

68. Browser Requirements and Settings
HokieMart is a web-based product and is used in conjunction with the Internet.
Effective July 1, 2013 the following browser supports have been added:

69. Browser Requirements and Settings
HokieMart is a web-based product and is used in conjunction with the Internet.
Effective July 1, 2013 the following browser supports have been added:
Foxfire – latest version

70. Browser Requirements and Settings
HokieMart is a web-based product and is used in conjunction with the Internet.
Effective July 1, 2013 the following browser supports have been added:
Foxfire latest version
Chrome - latest version

71. Browser Requirements and Settings
HokieMart is a web-based product and is used in conjunction with the Internet.
Effective July 1, 2013 the following browser supports have been added:
Foxfire latest version
Chrome - latest version
Opera 10 and higher

72. Browser Requirements and Settings
HokieMart is a web-based product and is used in conjunction with the Internet.
Effective July 1, 2013 the following browser supports have been added:
Foxfire latest version
Chrome - latest version
Opera 10 and higher
Internet Explore 7, 8, 9, 10

73. Browser Requirements and Settings
SciQuest Supported and Certified Brower/ Operating System Combinations
Effective July 1, 2013

74. Browser Requirements and Settings
SciQuest Supported and Certified Brower/ Operating System Combinations
Effective July 1, 2013
This information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech Departmental IT support person.

75. Browser Requirements and Settings
SciQuest Supported and Certified Brower/ Operating System Combinations
Effective July 1, 2013
This information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech Departmental IT support person.
Your IT personnel should contact HokieMart Help Desk

76. Browser Requirements and Settings
SciQuest Supported and Certified Brower/ Operating System Combinations
Effective July 1, 2013
This information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech Departmental IT support person.
Your IT personnel should contact HokieMart Help Desk

77. Browser Requirements and Settings
SciQuest Supported and Certified Brower/ Operating System Combinations
Effective July 1, 2013
This information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person.
Your IT personnel should contact HokieMart Help Desk

78. Set a Trusted Site for SciQuest

79. Set a Trusted Site for SciQuest
For all features to function fully in SciQuest,

80. Set a Trusted Site for SciQuest
For all features to function fully in SciQuest, HokieMart users should make SciQuest a trusted site.

81. Set a Trusted Site for SciQuest

82. Set a Trusted Site for SciQuest

83. Set a Trusted Site for SciQuest

84. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your computer

85. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your computer
Select Tools

86. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your computer
Select Tools
Internet Options

87. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your computer
Select Tools
Internet Options
Security

88. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your computer
Select Tools
Internet Options
Security
Trusted Sites

89. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your computer
Select Tools
Internet Options
Security
Trusted Sites
Sites

90. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your computer
Select Tools
Internet Options
Security
Trusted Sites
Sites
You can try that now.

91. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your Computer:

92. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your Computer:
This will bring up the Trusted sites window:

93. Set a Trusted Site for SciQuest
From the Browser Menu Bar on your Computer:
This will bring up the Trusted sites window:

94. Set a Trusted Site for SciQuest
Enter in the field as shown.

95. Set a Trusted Site for SciQuest
Enter in the field as shown.

96. Set a Trusted Site for SciQuest
Click
Add

97. Set a Trusted Site for SciQuest
Click to close the box.
Close

98. Set a Trusted Site for SciQuest
Once again this information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person.
Your IT personnel should contact HokieMart Help Desk

99. Set a Trusted Site for SciQuest
Once again this information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person.

100. Set a Trusted Site for SciQuest
Once again this information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person.
Your IT personnel should contact HokieMart Help Desk

101. Set a Trusted Site for SciQuest
Once again this information is provided for your reference only.
If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person.
Your IT personnel should contact HokieMart Help Desk

102. Creating and Managing Your User Profile

103. Creating and Managing Your User Profile
Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart.

104. Creating and Managing Your User Profile
Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart.
You need to do this in the following location:

105. Creating and Managing Your User Profile
Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart.
You need to do this in the following location:
Production URL where orders are entered

106. Creating and Managing Your User Profile
Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart.
You need to do this in the following location:
Production URL where orders are entered

107. Creating and Managing Your User Profile
Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart.
You need to do this in the following location:
Production URL where orders are entered
You can pause and go there now or continue to follow the module.

111. Creating and Managing Your User Profile
If you have trouble logging in……
Hint: It’s the same password that you use to log into to view your .

112. Creating and Managing Your User Profile
Navigation in HokieMart is done by using Tabs.

114. Creating and Managing Your User Profile
Navigation in HokieMart is done by using Tabs.

115. Creating and Managing Your User Profile
Navigation in HokieMart is done by using Tabs.
Not every tab is pertinent to every user.

116. Creating and Managing Your User Profile
Navigation in HokieMart is done by using Tabs.
Not every tab is pertinent to every user
Tabs that are not pertinent to the Requestor will not be discussed in this module.

117. Creating and Managing Your User Profile
The Profile tab allows the user to view and manage personal information.

118. Creating and Managing Your User Profile
Tabs under User Profile:
User Settings

119. Creating and Managing Your User Profile
Tabs under User Profile:
User Settings
The first tab “User Settings” is divided into various sub tabs.

120. Creating and Managing Your User Profile
Tabs under User Profile:
User Settings
The first tab “User Settings” is divided into various sub tabs.

121. Creating and Managing Your User Profile
Tabs under User Profile:
User Settings
The first tab “User Settings” is divided into various sub tabs.

122. Creating and Managing Your User Profile
Tabs under User Profile:
User Settings
The first tab “User Settings” is divided into various sub tabs.

123. Creating and Managing Your User Profile
Tabs under User Profile:
User Settings
The first tab “User Settings” is divided into various sub tabs.

124. Creating and Managing Your User Profile
Tabs under User Profile:
User Settings
The first tab “User Settings” is divided into various sub tabs.

125. Creating and Managing Your User Profile
User Identification:

126. Creating and Managing Your User Profile
User Identification:
Is the first sub- tab User Settings

127. Creating and Managing Your User Profile
User Identification:
Is the first sub- tab User Settings

128. Creating and Managing Your User Profile
User Identification:
The sub tab, “User Identification,” allows users to:

129. Creating and Managing Your User Profile
User Identification:
The sub tab, “User Identification,” allows users to:
view their name

130. Creating and Managing Your User Profile
User Identification:
The sub tab, “User Identification,” allows users to:
view their name
phone number

131. Creating and Managing Your User Profile
User Identification:
The sub tab, “User Identification,” allows users to:
view their name
phone number
address

132. Creating and Managing Your User Profile
User Identification:
The sub tab, “User Identification,” allows users to:
view their name
phone number
address
department and

133. Creating and Managing Your User Profile
User Identification:
The sub tab, “User Identification,” allows users to:
view their name
phone number
address
department and
user name

134. Creating and Managing Your User Profile
User Identification:
Is the first sub- tab User Settings

135. Creating and Managing Your User Profile
User Identification:
Is the first sub- tab User Settings

136. Creating and Managing Your User Profile
User Identification:
Is the first sub- tab User Settings

137. Creating and Managing Your User Profile
User Identification:
Is the first sub- tab User Settings

138. Creating and Managing Your User Profile
User Identification:
If changes are needed, send an to:

139. Creating and Managing Your User Profile
User Identification:
If changes are needed, send an to:
Penny Falck at

140. Creating and Managing Your User Profile
Roles

141. Creating and Managing Your User Profile
Roles
Click on the “Roles” tab.

142. Creating and Managing Your User Profile
Roles
Roles are assigned to a particular user based on information received from departments

143. Creating and Managing Your User Profile
Roles
Roles are assigned to a particular user based on information received from departments
Levels of responsibilities within individual departments and are controlled within the HokieMart application.

144. Creating and Managing Your User Profile
Roles
Users can view their assigned roles.

145. Creating and Managing Your User Profile
Roles
If role (or roles) need to be changed, complete the
HokieMart Departmental Functions form found at:

146. Creating and Managing Your User Profile
Roles
If role (or roles) need to be changed, complete the
HokieMart Departmental Functions form found at:

147. Creating and Managing Your User Profile
Roles
If roles need to be changed, complete the HokieMart Departmental Functions form found at:
Mail the form to:

148. Creating and Managing Your User Profile
Roles
If roles need to be changed, complete the HokieMart Departmental Functions form found at:
Mail the form to:
Penny Falck Mail Code: 0312

149. Creating and Managing Your User Profile
Roles
If roles need to be changed, complete the HokieMart Departmental Functions form found at:
Mail the form to:
Penny Falck Mail Code: 0312
in the Controller’s Office.

150. Creating and Managing Your User Profile
Preferences
Let’s go back to the HokieMart Home page
Click on the Profile Tab again

151. Creating and Managing Your User Profile
Preferences
Let’s go back to the HokieMart Home page
Click on the Profile Tab again
profile

152. Creating and Managing Your User Profile
Preferences
Let’s go back to the HokieMart Home page
Click on the Profile Tab again
profile

153. Creating and Managing Your User Profile
Preferences:
Now click on the “ Preferences” tab:

154. Creating and Managing Your User Profile
Preferences:
Now click on the “ Preferences” tab:

156. Creating and Managing Your User Profile
Preferences:
This will bring up options for you to personalize the notifications that you can receive from the system.

157. Creating and Managing Your User Profile
Preferences:
When actions are performed in HokieMart, s can automatically be generated to notify users of these actions.

158. Creating and Managing Your User Profile
Preferences:
By placing the cursor over the description, a brief definition will be displayed to assist users in making a decision.

159. Creating and Managing Your User Profile
Preferences:
We recommend users check the following notification boxes to increase the level of individual notification.

160. Creating and Managing Your User Profile
Preferences:
Place check marks  in the Override Role boxes.

161. Creating and Managing Your User Profile
Preferences:
Place check marks  in the Override Role boxes.

162. Creating and Managing Your User Profile
Preferences:
This will activate the Role box.

164. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab

165. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab

166. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab

167. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users

168. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

169. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

170. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

171. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

172. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

173. Creating and Managing Your User Profile
Purchasing: Custom Fields
The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

174. Creating and Managing Your User Profile
Purchasing: Custom Fields

175. Creating and Managing Your User Profile
Purchasing: Custom Fields - Codes

176. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
The Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile.

177. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
The Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile.

178. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
The Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile.

179. Creating and Managing Your User Profile
Purchasing: Custom Fields - CODES
Let’s look briefly at two of the fields required when processing a purchase requisition (PR)
Fund and Account.

180. Creating and Managing Your User Profile
Purchasing: Custom Fields - CODES
Let’s look briefly at two of the fields required when processing a purchase requisition (PR)
Fund and Account.

181. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
For each field Edit is available.
Edit

182. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
For each field Edit is available. Again the only
Edit

183. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
For each field Edit is available. Again the only required fields when processing a requisition are
Edit

184. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
For each field Edit is available. Again the only required fields when processing a requisition are Fund and
Edit

185. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
For each field Edit is available. Again the only required fields when processing a requisition are Fund and
Edit

186. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
For each field Edit is available. Again the only required fields when processing a requisition are Fund and Account.
Edit

187. Creating and Managing Your User Profile
Purchasing: Custom FIELDS - CODES
For each field Edit is available. Again the only required fields when processing a requisition are Fund and Account.
Edit

188. Creating and Managing Your User Profile
 Adding Fund information to user profile

189. Creating and Managing Your User Profile
 Adding Fund information to user profile
 As funds are selected by the user, they will appear in a list on the left of the screen.

190. Creating and Managing Your User Profile
 Adding Fund information to user profile
 As funds are selected by the user, they will appear in a list on the left of the screen.
If a default fund is selected, it will appear in BOLD type.

191. Creating and Managing Your User Profile
 Adding Fund information to user profile:

192. Creating and Managing Your User Profile
 Adding Fund information to user profile:
Select “Edit” under the “Edit Values” column on the far right.

193. Creating and Managing Your User Profile
 Adding Fund information to user profile:
Select “Edit” under the “Edit Values” column on the far right.
Follow along to view how:

196. Creating and Managing Your User Profile
 Adding Fund information to user profile:
Select “Edit” under the “Edit Values” column on the far right.
Then click “Create New Value.”

197. Creating and Managing Your User Profile
 Adding Fund information to user profile:
Select “Edit” under the “Edit Values” column on the far right.
Then click “Create New Value.”

198. Creating and Managing Your User Profile
Enter the name of the department, as identified

199. Creating and Managing Your User Profile
Enter the name of the department, as identified in Banner, in the description field.

200. Creating and Managing Your User Profile
Enter the name of the department, as identified in Banner, in the description field.

201. Creating and Managing Your User Profile
Enter the name of the department, as identified in Banner, in the description field.

202. Creating and Managing Your User Profile
Enter the name of the department, as identified in Banner, in the description field.
Click “Search.”

203. Creating and Managing Your User Profile
Enter the name of the department, as identified in Banner, in the description field.
Click “Search.”

204. Creating and Managing Your User Profile
A list of available funds for the department will appear.
Place a check mark in the “Select” box.
Click “Add Values.” The fund number will be added to your listing.

205. Creating and Managing Your User Profile
Place a check mark in the “Select” box.

206. Creating and Managing Your User Profile
Place a check mark in the “Select” box. 

207. Creating and Managing Your User Profile
Place a check mark in the “Select” box. 

208. Creating and Managing Your User Profile
Click Add Values The fund number will be added to your listing.
Add Values 

209. Creating and Managing Your User Profile
Click Add Values The fund number will be added to your listing.
Add Values 

210. Creating and Managing Your User Profile
Users may edit fund numbers.

211. Creating and Managing Your User Profile
If you wish to make a particular fund the default for all purchases:

212. Creating and Managing Your User Profile
Select the “fund number” and a box will display to the right.

213. Creating and Managing Your User Profile
Select the “fund number” and a box will display to the right.
Check the “Default” box. 

214. Creating and Managing Your User Profile
Click “Save.”

215. Creating and Managing Your User Profile
Click “Save.”

216. Creating and Managing Your User Profile
Users may have only one default.

217. Creating and Managing Your User Profile
Users may have only one default.
Users may add additional funds as necessary as long as they have access to use them.

218. Creating and Managing Your User Profile
Adding Account Codes to Your Profile

219. Creating and Managing Your User Profile
Adding Account Codes to Your Profile

220. Creating and Managing Your User Profile
Adding Account Codes to Your Profile
As accounts are selected by the user,

221. Creating and Managing Your User Profile
Adding Account Codes to Your Profile
As accounts are selected by the user,
they will appear in a list on the left of the screen.

222. Creating and Managing Your User Profile
Adding Account Codes to Your Profile
As accounts are selected by the user,
they will appear in a list on the left of the screen.

223. Creating and Managing Your User Profile
Adding Account Codes to Your Profile
It is recommended that

224. Creating and Managing Your User Profile
Adding Account Codes to Your Profile
It is recommended that
default account codes not be created.

225. Creating and Managing Your User Profile
Adding Account Codes to Your Profile
Users should verify the account code .

226. Creating and Managing Your User Profile
Adding Account Codes to Your Profile
Users should verify the account code
at the time the requisition is being prepared.

227. Creating and Managing Your User Profile
Adding Addresses to Your Profile
This information should be populated

228. Creating and Managing Your User Profile
Adding Addresses to Your Profile
This information should be populated
prior to using HokieMart.

229. Creating and Managing Your User Profile
Adding Addresses to Your Profile
This information should be populated
prior to using HokieMart.
The “Ship To” addresses in HokieMart .

230. Creating and Managing Your User Profile
Adding Addresses to Your Profile
This information should be populated
prior to using HokieMart.
The “Ship To” addresses in HokieMart

231. Creating and Managing Your User Profile
Adding Addresses to Your Profile
This information should be populated
prior to using HokieMart.
The “Ship To” addresses in HokieMart
are the current addresses in Banner.

232. Creating and Managing Your User Profile
Adding Addresses to Your Profile
This information should be populated
prior to using HokieMart.
The “Ship To” addresses in HokieMart
are the current addresses in Banner.

233. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:

234. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and

235. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and
“Bill To.”

236. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and
“Bill To.”
The addresses may be viewed by selecting

237. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and
“Bill To.”
The addresses may be viewed by selecting
“Profile” tab

238. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and
“Bill To.”
The addresses may be viewed by selecting
“Profile” tab
“Purchasing” tab

239. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and
“Bill To.”
The addresses may be viewed by selecting
“Profile” tab
“Purchasing” tab
“Addresses” tab

240. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and
“Bill To.”
The addresses may be viewed by selecting
“Profile” tab
“Purchasing” tab
“Addresses” tab
“Ship To” tab or

241. Creating and Managing Your User Profile
Adding Addresses to Your Profile
The addresses available are:
“Ship To” and
“Bill To.”
The addresses may be viewed by selecting
“Profile” tab
“Purchasing” tab
“Addresses” tab
“Ship To” tab or
“Bill To” tab

242. Creating and Managing Your User Profile
SETTING Up a “Ship to” Address

243. Creating and Managing Your User Profile
SETTING Up a “Ship to” Address
The “Ship To” address will be the address users would like the item(s) delivered.

244. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
The “Ship To” address will be the address users would like the item(s) delivered.
For some departments, addresses will vary.

245. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
The “Ship To” address will be the address users would like the item(s) delivered.
For some departments, addresses will vary.
For this reason, users have the ability to select multiple “Ship To” addresses.

246. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
The “Ship To” address will be the address users would like the item(s) delivered.
For some departments, addresses will vary.
For this reason, users will have the ability to select multiple “Ship To” addresses.
To create a “Ship To” address in HokieMart, users are able to search all available addresses.

247. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Click “Select Addresses for Profile”

248. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Click “Select Addresses for Profile.”
Users may find it easier to enter their department name or building name in the “Address Text” field.

249. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Click “Select Addresses for Profile.”
Users may find it easier to enter their department name or building name in the “Address Text” field.

250. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Click “Select Addresses for Profile.”
Users may find it easier to enter their department name or building name in the “Address Text” field.

251. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Click “Select Addresses for Profile.”
Users may find it easier to enter their department name or building name in the “Address Text” field.
The text field is not case sensitive.

252. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Select
Search

253. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Select
Search

254. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
The address information will then be displayed.

255. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
The address information will then be displayed.

256. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Depending on information entered, the listing may be long.

257. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
To add this address to your Profile

258. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Place the cursor in the “radio” button and click.

259. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Place the cursor in the “radio” button and click.

260. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Place the cursor in the “radio” button and click.

261. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
The address will be displayed.

262. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Type users name in Contact name field.

263. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Type users name in Contact name field.

264. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Click
Save

265. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
Click
Save

266. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address

267. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
If only one address is needed, it will appear as the default.

268. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
If only one address is needed, it will appear as the default.
If additional addresses are necessary, users have the ability to select a particular address as their default.

269. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
If only one address is needed, it will appear as the default.
If additional addresses are necessary, users have the ability to select a particular address as their default.
 Users have the ability to select multiple “Ship To” addresses based on their needs and the needs of their department.

270. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
To select additional addresses:

271. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
To select additional addresses:
Click “Select Addresses for Profile.”

272. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
To select additional addresses:
Click “Select Addresses for Profile.”

273. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
To select additional addresses:
Click “Select Addresses for Profile.”
Follow the same steps for adding address information that we just learned. 

274. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
The query box will display. The steps are the same as outlined above.

275. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
User has now added multiple addresses in the “Ship To” section.

276. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
This address will appear as an option in the drop-down menu of the “Ship To” address.

277. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
When adding multiple addresses, if users select a default address, it will be in BOLD type.

278. Creating and Managing Your User Profile
SETTING Up a "SHIP TO" Address
When adding multiple addresses, if users select a default address, it will be in BOLD type.

279. Creating and Managing Your User Profile
About addresses:

280. Creating and Managing Your User Profile
About addresses:
We encourage users to verify all address information.

281. Creating and Managing Your User Profile
About addresses:
We encourage users to verify all address information.
If changes need to be made, a form is provided by the Procurement Department for these changes.

282. Creating and Managing Your User Profile
About addresses:
We encourage users to verify all address information.
If changes need to be made, a form is provided by the Procurement Department for these changes.

283. Creating and Managing Your User Profile
About addresses:
We encourage users to verify all address information.
If changes need to be made, a form is provided by the Procurement Department for these changes.
We suggest that the “Nick Name” option not be used.

284. Creating and Managing Your User Profile
Bill To:

285. Creating and Managing Your User Profile
Bill To:
With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.

286. Creating and Managing Your User Profile
Bill To:
With central invoicing required in HokieMart, most invoices will be received by the Controller’s Office.

287. Creating and Managing Your User Profile
Bill To:
With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.
The “Bill To” address may be added by selecting:

288. Creating and Managing Your User Profile
Bill To:
With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.
Departments should not receive an invoice.
The “Bill To” address may be added by selecting:
“Profile” tab

289. Creating and Managing Your User Profile
Bill To:
With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.
Departments should not receive an invoice.
The “Bill To” address may be added by selecting:
“Profile” tab
“Purchasing” tab

290. Creating and Managing Your User Profile
Bill To:
With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.
Departments should not receive an invoice.
The “Bill To” address may be added by selecting:
“Profile” tab
“Purchasing” tab
“Addresses” tab

291. Creating and Managing Your User Profile
Bill To:
With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.
Departments should not receive an invoice.
The “Bill To” address may be added by selecting:
“Profile” tab
“Purchasing” tab
“Addresses” tab
“Bill To” tab

292. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart

293. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
Click “Select Addresses for Profile.”

294. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
Click “Select Addresses for Profile.”

295. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
From the drop-down list, select Accounts Payable

296. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
From the drop-down list, select Accounts Payable
Note: This is the only option

297. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
Accounts Payable is the only address which can be chosen and will always be the default.

298. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
Accounts Payable is the only address which can be chosen and will always be the default.

299. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
Click
Save

300. Creating and Managing Your User Profile
To create a “Bill To” address in HokieMart
Click
Save

301. Before we finish….

302. Before we finish…. If you haven’t worked along with me during the

303. Before we finish….
If you haven’t worked along with me during the this module to set up your user profile

304. be sure to take time and set it up now.
Before we finish….
If you haven’t worked along with me during the this module to set up your user profile
be sure to take time and set it up now.

305. Before we finish….
If you have any questions please the HokieMart Help desk

306. Before we finish….
If you have any questions please the HokieMart Help desk

307. Before we finish….
If you have any questions please the HokieMart Help desk
We will be glad to assist you.

308. Before we finish….
If you have any questions please the HokieMart Help desk
We will be glad to assist you.
Thanks and see you in class.