www.procurement.vt.edu

HokieMart On-line Training ModuleSetting Up, Creating and

Managing Your User Preferences

Version 1.2Revised 10-11-13

www.procurement.vt.edu

CREATING AND MANAGING YOUR USER

PROFILE

www.procurement.vt.edu

Creating and Managing Your User Profile

Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart.

www.procurement.vt.edu

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 http://www.hokiemart.vt.edu

You can pause and go there now or continue to follow the module.

www.procurement.vt.edu

www.procurement.vt.edu

www.procurement.vt.edu

www.procurement.vt.edu

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 e-mail.

www.procurement.vt.edu

Creating and Managing Your User Profile

USER PROFILE:

Navigation in HokieMart is done by using Tabs.

www.procurement.vt.edu

www.procurement.vt.edu

Creating and Managing Your User Profile

USER PROFILE:

Navigation in HokieMart is done by using Tabs.

www.procurement.vt.edu

Creating and Managing Your User Profile

USER PROFILE:

Navigation in HokieMart is done by using Tabs.

Not every tab is pertinent to every user.

www.procurement.vt.edu

Creating and Managing Your User Profile

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

USER PROFILE:

The Profile tab allows the user to view and manage personal information.

www.procurement.vt.edu

Creating and Managing Your User Profile

TABS UNDER USER PROFILE:

User Settings

www.procurement.vt.edu

Creating and Managing Your User Profile

TABS UNDER USER PROFILE:

User Settings

The first tab “User Settings” is divided into various sub tabs.

www.procurement.vt.edu

Creating and Managing Your User Profile

TABS UNDER USER PROFILE:

User Settings

The first tab “User Settings” is divided into various sub tabs.

www.procurement.vt.edu

Creating and Managing Your User Profile

TABS UNDER USER PROFILE:

User Settings

The first tab “User Settings” is divided into various sub tabs.

www.procurement.vt.edu

Creating and Managing Your User Profile

TABS UNDER USER PROFILE:

User Settings

The first tab “User Settings” is divided into various sub tabs.

www.procurement.vt.edu

Creating and Managing Your User Profile

TABS UNDER USER PROFILE:

User Settings

The first tab “User Settings” is divided into various sub tabs.

www.procurement.vt.edu

Creating and Managing Your User Profile

TABS UNDER USER PROFILE:

User Settings

The first tab “User Settings” is divided into various sub tabs.

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:Is the first sub- tab User Settings

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:Is the first sub- tab User Settings

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:

The sub tab, “User Identification,” allows users to:

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:

The sub tab, “User Identification,” allows users to:

view their name

phone number

e-mail address

department and

user name

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:Is the first sub- tab User Settings

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:Is the first sub- tab User Settings

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:Is the first sub- tab User Settings

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:Is the first sub- tab User Settings

www.procurement.vt.edu

Creating and Managing Your User Profile

USER IDENTIFICATION:

If changes are needed, send an email to:

Penny Falck at plfalck@vt.edu.

www.procurement.vt.edu

Creating and Managing Your User Profile

ROLES

www.procurement.vt.edu

Creating and Managing Your User Profile

ROLES

Click on the “Roles” tab.

www.procurement.vt.edu

Creating and Managing Your User Profile

ROLES

Roles are assigned to a particular user based on information received from departments

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

ROLES

Users can view their assigned roles.

www.procurement.vt.edu

Creating and Managing Your User Profile

ROLES

If roles need to be changed, complete the HokieMart Departmental Functions form found at:

http://www.procurement.vt.edu/HokieMart/forms.html

Mail the form to:

Penny Falck Mail Code: 0312

in the Controller’s Office.

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES

Let’s go back to the HokieMart Home pageClick on the Profile Tab again

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES

Let’s go back to the HokieMart Home pageClick on the Profile Tab again

profile

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES

Let’s go back to the HokieMart Home pageClick on the Profile Tab again

profile

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:

Now click on the “Email Preferences” tab:

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:Now click on the “Email Preferences” tab:

www.procurement.vt.edu

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:

This will bring up options for you to personalize the email notifications that you can receive from the system.

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:

When actions are performed in HokieMart, emails can automatically be generated to notify users of these actions.

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:

By placing the cursor over the description, a brief definition will be displayed to assist users in making a decision.

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:

We recommend users check the following email notification boxes to increase the level of individual notification.

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:Place check marks in the Override Role boxes.

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:Place check marks in the Override Role boxes.

www.procurement.vt.edu

Creating and Managing Your User Profile

EMAIL PREFERENCES:This will activate the Role box.

www.procurement.vt.edu

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODES

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESThe Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESThe Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESThe Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESFor each field Edit is available. Again the only required fields when processing a requisition are

Edit

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESFor each field Edit is available. Again the only required fields when processing a requisition are Fund and

Edit

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESFor each field Edit is available. Again the only required fields when processing a requisition are Fund and

Edit

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESFor each field Edit is available. Again the only required fields when processing a requisition are Fund and Account.

Edit

www.procurement.vt.edu

Creating and Managing Your User Profile

PURCHASING: CUSTOM FIELDS - CODESFor each field Edit is available. Again the only required fields when processing a requisition are Fund and Account.

Edit

www.procurement.vt.edu

 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.

Creating and Managing Your User Profile

www.procurement.vt.edu

 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.

Creating and Managing Your User Profile

www.procurement.vt.edu

 Adding Fund information to user profile:

Creating and Managing Your User Profile

www.procurement.vt.edu

 Adding Fund information to user profile:

Select “Edit” under the “Edit Values” column on the far right.

Creating and Managing Your User Profile

www.procurement.vt.edu

 Adding Fund information to user profile:

Select “Edit” under the “Edit Values” column on the far right.

Follow along to view how:

Creating and Managing Your User Profile

www.procurement.vt.edu

www.procurement.vt.edu

www.procurement.vt.edu

 Adding Fund information to user profile:

Select “Edit” under the “Edit Values” column on the far right.

Then click “Create New Value.”

Creating and Managing Your User Profile

www.procurement.vt.edu

 Adding Fund information to user profile:

Select “Edit” under the “Edit Values” column on the far right.

Then click “Create New Value.”

Creating and Managing Your User Profile

www.procurement.vt.edu

Enter the name of the department, as identified

Creating and Managing Your User Profile

www.procurement.vt.edu

Enter the name of the department, as identified in Banner, in the description field.

Creating and Managing Your User Profile

www.procurement.vt.edu

Enter the name of the department, as identified in Banner, in the description field.

Creating and Managing Your User Profile

www.procurement.vt.edu

Enter the name of the department, as identified in Banner, in the description field.

Creating and Managing Your User Profile

www.procurement.vt.edu

Enter the name of the department, as identified in Banner, in the description field.

Click “Search.”

Creating and Managing Your User Profile

www.procurement.vt.edu

Enter the name of the department, as identified in Banner, in the description field.

Click “Search.”

Creating and Managing Your User Profile

www.procurement.vt.edu

 

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.

www.procurement.vt.edu

 

Creating and Managing Your User Profile

Place a check mark in the “Select” box.

www.procurement.vt.edu

 

Creating and Managing Your User Profile

Place a check mark in the “Select” box.

www.procurement.vt.edu

 

Creating and Managing Your User Profile

Place a check mark in the “Select” box.

www.procurement.vt.edu

 

Creating and Managing Your User Profile

Click Add Values . The fund number will be added to your listing.

Add Values

www.procurement.vt.edu

 

Creating and Managing Your User Profile

Click Add Values . The fund number will be added to your listing.

Add Values

www.procurement.vt.edu

Users may edit fund numbers.

Creating and Managing Your User Profile

www.procurement.vt.edu

If you wish to make a particular fund the default for all purchases:

Creating and Managing Your User Profile

www.procurement.vt.edu

Select the “fund number” and a box will display to the right.

Creating and Managing Your User Profile

www.procurement.vt.edu

Select the “fund number” and a box will display to the right.

Check the “Default” box.

Creating and Managing Your User Profile

www.procurement.vt.edu

Click “Save.”

Creating and Managing Your User Profile

www.procurement.vt.edu

Click “Save.”

Creating and Managing Your User Profile

www.procurement.vt.edu

Users may have only one default.

Creating and Managing Your User Profile

www.procurement.vt.edu

Users may have only one default.

Users may add additional funds as necessary as long as they have access to use them.

Creating and Managing Your User Profile

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

ADDING ACCOUNT CODES TO YOUR PROFILE

It is recommended that

www.procurement.vt.edu

Creating and Managing Your User Profile

ADDING ACCOUNT CODES TO YOUR PROFILE

It is recommended that

default account codes not be created.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

ADDING ADDRESSES TO YOUR PROFILE

This information should be populated

prior to using HokieMart.

www.procurement.vt.edu

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

.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

ADDING ADDRESSES TO YOUR PROFILE

The addresses available are:

www.procurement.vt.edu

Creating and Managing Your User Profile

ADDING ADDRESSES TO YOUR PROFILE

The addresses available are: “Ship To” and

www.procurement.vt.edu

Creating and Managing Your User Profile

ADDING ADDRESSES TO YOUR PROFILE

The addresses available are: “Ship To” and

“Bill To.”

www.procurement.vt.edu

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

www.procurement.vt.edu

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

www.procurement.vt.edu

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

www.procurement.vt.edu

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

www.procurement.vt.edu

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

www.procurement.vt.edu

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

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

 

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Click “Select Addresses for Profile”

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Select Search

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Select Search

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

The address information will then be displayed.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Depending on information entered, the listing may be long.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

To add this address to your Profile

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Place the cursor in the “radio” button and click.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Place the cursor in the “radio” button and click.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Place the cursor in the “radio” button and click.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

The address will be displayed.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Type users name in Contact name field.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Type users name in Contact name field.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Click Save

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

Click Save

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

If only one address is needed, it will appear as the default.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

To select additional addresses: Click “Select Addresses for Profile.”

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

To select additional addresses: Click “Select Addresses for Profile.”

www.procurement.vt.edu

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. 

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

SETTING UP A "SHIP TO" ADDRESS

 

User has now added multiple addresses in the “Ship To” section.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

ABOUT ADDRESSES:

 

We encourage users to verify all address information.

www.procurement.vt.edu

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.

http://www.procurement.vt.edu/HokieMart/forms.html

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

BILL TO:

 

With central invoicing required in HokieMart, most invoices will be received by the Controller’s Office.

www.procurement.vt.edu

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.

www.procurement.vt.edu

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

www.procurement.vt.edu

Creating and Managing Your User Profile

TO CREATE A “BILL TO” ADDRESS IN HOKIEMART

Click “Select Addresses for Profile.”

www.procurement.vt.edu

Creating and Managing Your User Profile

TO CREATE A “BILL TO” ADDRESS IN HOKIEMART

From the drop-down list, select Accounts Payable

www.procurement.vt.edu

Creating and Managing Your User Profile

TO CREATE A “BILL TO” ADDRESS IN HOKIEMART

From the drop-down list, select Accounts PayableNote: This is the only option

www.procurement.vt.edu

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.

www.procurement.vt.edu

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.

www.procurement.vt.edu

Creating and Managing Your User Profile

TO CREATE A “BILL TO” ADDRESS IN HOKIEMART

Click Save

www.procurement.vt.edu

Creating and Managing Your User Profile

TO CREATE A “BILL TO” ADDRESS IN HOKIEMART

Click Save

www.procurement.vt.edu

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.

www.procurement.vt.edu

Before we finish….

If you have any questions please email the HokieMart Help desk

HokieMart@vt.edu

www.procurement.vt.edu

Before we finish….

If you have any questions please email the HokieMart Help desk

We will be glad to assist you.

www.procurement.vt.edu

Before we finish….

If you have any questions please email the HokieMart Help desk

We will be glad to assist you.

Thanks and see you in class.