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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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leadership:purchasing [2017/04/13 23:03] dkvilla |
leadership:purchasing [2021/09/19 21:59] (current) |
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| - Identify what you want to purchase | - Identify what you want to purchase | ||
| - Estimate how much things will cost | - Estimate how much things will cost | ||
| - | - Choose the account that you will be using to purchase | + | - Choose the account that you will be using to purchase |
| - | + | - Obtain approval from faculty advisor | |
| - | + | - Place order with vendor | |
| ====== Information ====== | ====== Information ====== | ||
| + | |||
| Best Practices: | Best Practices: | ||
| - CC Dr. Kuh on purchasing correspondence | - CC Dr. Kuh on purchasing correspondence | ||
| Line 34: | Line 34: | ||
| - College Funds | - College Funds | ||
| - | ====== Test ====== | + | |
| + | ===== Setting Up An Order ===== | ||
| + | |||
| + | **Starting** | ||
| - Set up purchasing parts spreadsheet | - Set up purchasing parts spreadsheet | ||
| - Try to use Vendors that take Purchase Orders (POs) or whatever is compatible with Accounts (Adafruit and Digikey) | - Try to use Vendors that take Purchase Orders (POs) or whatever is compatible with Accounts (Adafruit and Digikey) | ||
| Line 50: | Line 53: | ||
| - Others have a cart that can be used as well | - Others have a cart that can be used as well | ||
| - Ex. Digikey can use the cart, Adafruit has the wishlist option | - Ex. Digikey can use the cart, Adafruit has the wishlist option | ||
| - | - Print order total INCLUDING shipping estimates - as PDF | + | - Print the total order (including items, subtotal, tax, total, etc.) as a PDF |
| - | - | + | - Include shipping costs (Estimates/ list of estimated shipping costs) |
| - | - Send the PQ's Lori/Gail/whomever the account holder to order | + | - Upload a copy of each file to the item request Google Drive folder |
| - | - NOTE: This was the | + | |
| + | ===== Placing An Order ===== | ||
| + | |||
| + | **Buying the things!** | ||
| + | - Send the PQ's to Lori/whomever the account holder ** Note: Get New Process Tho ** | ||
| + | - Include which account is going to be used for which purchases | ||
| + | - CC Dr. Kuh, scel, PM | ||
| + | - Signify that this order has been ordered | ||
| + | - Change the folder name to (Ordered) | ||
| + | - Update the budget | ||
| + | |||
| + | ==== New Processessi ==== | ||
| + | |||
| + | * ~~ For Adafruit: | ||
| + | * Using the SCEL account, complete an online order with PO selected as the intended purchasing option | ||
| + | * After receiving PO from account holder, send Adafruit a pdf copy of the PO. They should send a confirmation email thread which asks for it. | ||
| + | * Then they will send you a shipping confirmation | ||
| + | * ~~ For Digikey: | ||
| + | * Send the price quote (cart) and PO (from account holder) to [email protected] stating you would like them to process the order and send the invoice. I included the shipping address with my own name. You can use Dr. Kuh if he's on campus. It doesn't matter whos name is on the shipping address, it's just who has to pick up the package from the office. | ||
| + | * Wait til you receive it - usually goes to HH483 - EE office or HH250 | ||
| + | * Once you've picked up the package, be sure to mention to the account holder that we received the package so that they may complete the purchasing process. | ||
| + | |||
| + | |||
| + | ===== Receiving An Order ===== | ||
| + | |||
| + | **Christmas Presents Opening Time** | ||
| + | - Tell the office the list of people that are able to pick up the package | ||
| + | - If you don't tell the office, then only the one name who ordered it (it might even be Lori) will be able to order it | ||
| + | - Locate packing slip - it's sometimes on the outside of the box | ||
| + | - Check off each item from the package on the packing slip | ||
| + | - Make sure there is correct product and quantity | ||
| + | - Checker: Inital and date the packing slip and file into cabinet in the purchases folder | ||
| + | - Inventory parts order and sort items into their correct place | ||