Step 1: Login Step 2: Select Purchasing Option Step 3: Enter Account Information Step 4: Search for Items/Add Items to Shopping Cart Step 5: View Cart/Update.

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Presentation transcript:

Step 1: Login Step 2: Select Purchasing Option Step 3: Enter Account Information Step 4: Search for Items/Add Items to Shopping Cart Step 5: View Cart/Update Quantities Step 6: Check Out/Enter Delivery Information Step 7: Review/Confirm Order Details Step 8: Order Status ID # Item Driven Ordering

Step 1: Login –Using your Fastrack Login and Password Select Purchasing *

Option 1 - Contracted: Select this to order from the E-Catalog (textbooks, general supplies, computers, audio visual media, instructional materials etc.,) place orders for Professional Services, or use the Non-List option. Option 2 - Non-Contracted: Non-contracted ordering, including 3-bids, No Bids, Sole Vendor, Exception to Bid, and Competitive Grant Option 3 - Change Notice: Change or cancel a Portal order that has already been posted. Option 4 - Order Tracking: Check to see if your order has been posted and approved. Step 2: Select Purchasing Option

Contracted Purchasing Option Selected Step 2: Select Purchasing Option continued… E-Catalog: The E-Catalog contains all items from Fastrack and more. Select E-Catalog to order textbooks, computers, instructional materials, general supplies, audio visual equipment, etc. Non-List: Create a purchase order with a contracted vendor for contracted items not available in the E-Catalog. Includes used textbooks, sheet music, magazine subscriptions, libraries, listing applications and more (click here to see a complete list of Non-List categories.) Professional Services: Create a purchase order for contracted professional services (i.e. professional development, curriculum development, evaluation services, student support services, counseling services) Listing Applications: For the designated procurements of published or copyrighted materials, artistic performance of specific artists or groups, payment of admission fees to cultural institutions and other such programs.

Contracted Purchasing Option Selected E-Catalog Purchasing Example Step 2: Select Purchasing Option continued… Textbooks: Includes textbooks, student workbooks, teacher materials, trade books, etc. Computer Software: Instructional and administrative computer software. Audio Visual Media: Includes videos, DVDs, audio CDs and cassettes. Supplies, Instructional Materials, and Hardware: Includes classroom supplies, office supplies, computers, printers, instructional learning materials, art supplies, lab equipment, etc

E-Catalog Purchasing Example Step 2: Select Purchasing Option continued…

E-Catalog Purchasing Example – Supplies, Instructional Materials & Hardware Commodity Group was selected for this example. Step 1: Select Commodity Group Step 2: Enter Account Information Step 2: Select Purchasing Option continued…

Step 3: Enter Account Information Guide to Entering Account Information Please Select Fiscal Year If funds are not pre-encumbered… If fund are pre-encumbered… Please Enter District Please Enter Quick Code Please Select Object Code Please Enter Location Code Please Enter Account Information Please Enter Pre-Encumbrance number Example: PE Please Enter Suffix

E-Catalog Purchasing Example – Supplies, Instructional Materials & Hardware Commodity Group was selected for this example. Step 3: Click Recalculate to view available funds Click Next to proceed Step 3: Enter Account Information continued…

E-Catalog Purchasing Example – Supplies, Instructional Materials & Hardware Commodity Group was selected for this example. Quick Search for Items Example: You are looking to purchase a ruler, a notebook, and a pair of scissors… Step 4: Search for Items/Add Items to Shopping Cart

Example: You are looking to purchase a ruler… Step 1: Search by description, type the word “ruler”, and click search Step 2: Browse through items and select which to purchase Click camera icon view a picture of item Step 3: Add Item to the Cart Using Quick Search: Step 4: Search for Items/Add Items to Shopping Cart

Example: You are looking to purchase a notebook… Step 1: Search by item number, enter Fastrack item number and click search. Step 2: Confirm item found is correct Click camera icon view a picture of item Step 3: Add Item to the Cart You know the Fastrack Item number of the notebook you want to purchase. Using Quick Search: Step 4: Search for Items/Add Items to Shopping Cart

Using Advanced Search: Step 4: Search for Items/Add Items to Shopping Cart

Example: You are looking to purchase a pair of Scissors… You don’t exactly know which scissors you want, but you want to purchase them from Staples. In this case you can use the advanced search feature, to help you find a scissors from the Staples catalog. Step 1: Enter “scissors” under description, and “Staples” under Vendor Name. Click search, to view all scissors under the Staples catalog. Using Advanced Search Example: Step 4: Search for Items/Add Items to Shopping Cart

Example: You are looking to purchase a pair of Scissors… Using Advanced Search Example: Step 2: Your search found 6 results. Select the scissors of your choice. Step 3: Add Item to the Cart Click onfor additional information on the item Step 4: Search for Items/Add Items to Shopping Cart

E-Catalog Purchasing Example – Supplies, Instructional Materials & Hardware Commodity Group was selected for this example. Example: You are looking to purchase a ruler, a notebook, and a pair of scissors… You have added a ruler, a notebook and a pair of scissors to your shopping cart! Step 6: Clickto view all items in your shopping cart Please note you can update quantity: Enter in the quantity that you desire in the text box and click After you have updated your quantities, click to proceed with your order. Step 5: View Cart/Update Quantities

After you will be prompted to enter your delivery information * It is crucial that this information is accurate, for prompt delivery. Note: You have a field available for “Special Delivery Instructions” and for “Any Additional information” Use as needed. * Please be sure to fill in ALL REQUIRED fields. Click Next to proceed with your order Step 6: Check Out/Enter Delivery Information

The following screen is to warn you NOT to use the back button during posting Click Yes to finish posting your order Step 6: Check Out/Enter Delivery Information

Step 7: Review and confirm your order and delivery information

After you have confirmed your order details, please click “Process All Orders” Note: You have an option to print and mail your order. If you choose to use this option make sure you have checked the box. Step 7: Review and confirm your order and delivery information

This icon will print your order Using the Order Status ID # you can track your order This icon will redirect you to the Portal home page Step 8: Order Status ID #