Order Management System An Overview Application Developer: Noreen Charania Procurement Specialist: Amitav Sanyal

Training Objectives How to access the online system How to place order for the next academic year How to use the system to check to see if the order was approved and ordered

How to access the system: Use the bookmark on PowerTeacher Navigate to the PowerTeacher website :8000/teachers/pw.ht ml :8000/teachers/pw.ht ml Follow the bookmarked link at the bottom

Order System Website Directly access the website A useful page to bookmark: Link to this years database Link to last years database A copy of the PPT that you are viewing A Quick Start Guide

What is your User Name and Password? Account name is u followed by your badge number Password: aisd ALL SMALL

How would you place orders? Once you log-in, you are most likely viewing the Budget Manager Screen On the top right corner click on Manage your list of items Click on the second tab Click on Order items for

A Sample of a Populated List

Adding items to your list

CAUTION Did you select the right vendor? Did you enter the ISBN completely, as stated on the website or in the catalog? Are the quantity, price and unit type correct Did you save the item or is it in a draft state? CAUTION

Useful tips View your list in html format Try Save and order next item – To consecutively order items Try Duplicate items – To order multiple items from the same vendor where the ISBN might be very similar

Saved / Draft Orders Items appear in your list as Draft / Saved Items appear as Drafts if you walk away and your browser loses connection with the server. Please edit and SAVE all such items. Draft items will not be processed.

Pending / Approved / Denied When staff members enter items, they stay in the system in a pending (pending administrative review) state. After school administrators view the list the item is either approved or denied. The procurement office then works towards acquiring all approved items.

Markup

Budget - Balance Totals are maintained on the order list Totals are maintained with Markup on the Main interface

View your list of Approved/Denied/Processed orders

Second cycle After Purchase Orders are Issued

Key points Accurate entries expedite the process System consolidates a list – Items are ordered February onwards Please use the status tab to ensure all items are processed System centralizes orders for – Staff – Administrators – Accounts Department – Procurement Office