HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences
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Transcript of HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences
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HokieMart On-line Training ModuleSetting Up, Creating and
Managing Your User Preferences
Version 1.2Revised 10-11-13
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CREATING AND MANAGING YOUR USER
PROFILE
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Creating and Managing Your User Profile
Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart.
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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.
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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.
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Creating and Managing Your User Profile
USER PROFILE:Navigation in HokieMart is done by using Tabs.
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www.procurement.vt.edu
Creating and Managing Your User Profile
USER PROFILE:Navigation in HokieMart is done by using Tabs.
![Page 12: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/12.jpg)
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Creating and Managing Your User Profile
USER PROFILE:Navigation in HokieMart is done by using Tabs.Not every tab is pertinent to every user.
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Creating and Managing Your User Profile
USER PROFILE:Navigation in HokieMart is done by using Tabs.Not every tab is pertinent to every userTabs that are not pertinent to the Requestor will not be discussed in this module.
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Creating and Managing Your User Profile
USER PROFILE:The Profile tab allows the user to view and manage personal information.
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Creating and Managing Your User Profile
TABS UNDER USER PROFILE:
User Settings
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Creating and Managing Your User Profile
TABS UNDER USER PROFILE:
User Settings The first tab “User Settings” is divided into various sub tabs.
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Creating and Managing Your User Profile
TABS UNDER USER PROFILE:
User Settings The first tab “User Settings” is divided into various sub tabs.
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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.
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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.
![Page 20: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/20.jpg)
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.
![Page 21: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/21.jpg)
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.
![Page 22: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/22.jpg)
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Creating and Managing Your User Profile
USER IDENTIFICATION:
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Creating and Managing Your User Profile
USER IDENTIFICATION:Is the first sub- tab User Settings
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Creating and Managing Your User Profile
USER IDENTIFICATION:Is the first sub- tab User Settings
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Creating and Managing Your User Profile
USER IDENTIFICATION:The sub tab, “User Identification,” allows users to:
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Creating and Managing Your User Profile
USER IDENTIFICATION:The sub tab, “User Identification,” allows users to:
view their namephone number e-mail addressdepartment and user name
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Creating and Managing Your User Profile
USER IDENTIFICATION:Is the first sub- tab User Settings
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Creating and Managing Your User Profile
USER IDENTIFICATION:Is the first sub- tab User Settings
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Creating and Managing Your User Profile
USER IDENTIFICATION:Is the first sub- tab User Settings
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Creating and Managing Your User Profile
USER IDENTIFICATION:Is the first sub- tab User Settings
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Creating and Managing Your User Profile
USER IDENTIFICATION:
If changes are needed, send an email to:Penny Falck at [email protected].
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Creating and Managing Your User Profile
ROLES
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Creating and Managing Your User Profile
ROLES
Click on the “Roles” tab.
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Creating and Managing Your User Profile
ROLES
Roles are assigned to a particular user based on information received from departments
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Creating and Managing Your User Profile
ROLES
Roles are assigned to a particular user based on information received from departmentsLevels of responsibilities within individual departments and are controlled within the HokieMart application.
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Creating and Managing Your User Profile
ROLES
Users can view their assigned roles.
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Creating and Managing Your User Profile
ROLESIf 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.
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Creating and Managing Your User Profile
EMAIL PREFERENCES
Let’s go back to the HokieMart Home pageClick on the Profile Tab again
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Creating and Managing Your User Profile
EMAIL PREFERENCES
Let’s go back to the HokieMart Home pageClick on the Profile Tab again
profile
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Creating and Managing Your User Profile
EMAIL PREFERENCES
Let’s go back to the HokieMart Home pageClick on the Profile Tab again
profile
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Creating and Managing Your User ProfileEMAIL PREFERENCES:
Now click on the “Email Preferences” tab:
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Creating and Managing Your User Profile
EMAIL PREFERENCES:Now click on the “Email Preferences” tab:
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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.
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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.
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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.
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Creating and Managing Your User Profile
EMAIL PREFERENCES:
We recommend users check the following email notification boxes to increase the level of individual notification.
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Creating and Managing Your User Profile
EMAIL PREFERENCES:Place check marks in the Override Role boxes.
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Creating and Managing Your User Profile
EMAIL PREFERENCES:Place check marks in the Override Role boxes.
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Creating and Managing Your User Profile
EMAIL PREFERENCES:This will activate the Role box.
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Creating and Managing Your User Profile
PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab
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www.procurement.vt.edu
Creating and Managing Your User Profile
PURCHASING: CUSTOM FIELDSThe Custom Fields sub tab under the Purchasing tab
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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
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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.
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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.
![Page 57: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/57.jpg)
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.
![Page 58: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/58.jpg)
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.
![Page 59: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/59.jpg)
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.
![Page 60: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/60.jpg)
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.
![Page 61: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/61.jpg)
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Creating and Managing Your User ProfilePURCHASING: CUSTOM FIELDS
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Creating and Managing Your User ProfilePURCHASING: CUSTOM FIELDS - CODES
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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.
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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.
![Page 65: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/65.jpg)
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.
![Page 66: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/66.jpg)
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Creating and Managing Your User ProfilePURCHASING: CUSTOM FIELDS - CODES
Let’s look briefly at two of the fields required when processing a purchase requisition (PR)
Fund and Account.
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Creating and Managing Your User ProfilePURCHASING: CUSTOM FIELDS - CODES
Let’s look briefly at two of the fields required when processing a purchase requisition (PR)
Fund and Account.
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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
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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
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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
![Page 71: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/71.jpg)
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
![Page 72: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/72.jpg)
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
![Page 73: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/73.jpg)
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
![Page 74: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/74.jpg)
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
![Page 75: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/75.jpg)
www.procurement.vt.edu
Adding Fund information to user profile:
Creating and Managing Your User Profile
![Page 76: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/76.jpg)
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
![Page 77: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/77.jpg)
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
![Page 78: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/78.jpg)
www.procurement.vt.edu
![Page 79: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/79.jpg)
www.procurement.vt.edu
![Page 80: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/80.jpg)
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
![Page 81: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/81.jpg)
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
![Page 82: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/82.jpg)
www.procurement.vt.edu
Enter the name of the department, as identified
Creating and Managing Your User Profile
![Page 83: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/83.jpg)
www.procurement.vt.edu
Enter the name of the department, as identified in Banner, in the description field.
Creating and Managing Your User Profile
![Page 84: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/84.jpg)
www.procurement.vt.edu
Enter the name of the department, as identified in Banner, in the description field.
Creating and Managing Your User Profile
![Page 85: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/85.jpg)
www.procurement.vt.edu
Enter the name of the department, as identified in Banner, in the description field.
Creating and Managing Your User Profile
![Page 86: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/86.jpg)
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
![Page 87: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/87.jpg)
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
![Page 88: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/88.jpg)
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.
![Page 89: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/89.jpg)
www.procurement.vt.edu
Creating and Managing Your User Profile
Place a check mark in the “Select” box.
![Page 90: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/90.jpg)
www.procurement.vt.edu
Creating and Managing Your User Profile
Place a check mark in the “Select” box.
![Page 91: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/91.jpg)
www.procurement.vt.edu
Creating and Managing Your User Profile
Place a check mark in the “Select” box.
![Page 92: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/92.jpg)
www.procurement.vt.edu
Creating and Managing Your User Profile
Click Add Values . The fund number will be added to your listing.
Add Values
![Page 93: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/93.jpg)
www.procurement.vt.edu
Creating and Managing Your User Profile
Click Add Values . The fund number will be added to your listing.
Add Values
![Page 94: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/94.jpg)
www.procurement.vt.edu
Users may edit fund numbers.
Creating and Managing Your User Profile
![Page 95: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/95.jpg)
www.procurement.vt.edu
If you wish to make a particular fund the default for all purchases:
Creating and Managing Your User Profile
![Page 96: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/96.jpg)
www.procurement.vt.edu
Select the “fund number” and a box will display to the right.
Creating and Managing Your User Profile
![Page 97: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/97.jpg)
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
![Page 98: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/98.jpg)
www.procurement.vt.edu
Click “Save.”
Creating and Managing Your User Profile
![Page 99: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/99.jpg)
www.procurement.vt.edu
Click “Save.”
Creating and Managing Your User Profile
![Page 100: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/100.jpg)
www.procurement.vt.edu
Users may have only one default.
Creating and Managing Your User Profile
![Page 101: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/101.jpg)
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
![Page 102: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/102.jpg)
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.
![Page 103: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/103.jpg)
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.
![Page 104: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/104.jpg)
www.procurement.vt.edu
Creating and Managing Your User Profile
ADDING ACCOUNT CODES TO YOUR PROFILE
It is recommended that
![Page 105: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/105.jpg)
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.
![Page 106: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/106.jpg)
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.
![Page 107: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/107.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
This information should be populated prior to using HokieMart.
![Page 108: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/108.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
This information should be populatedprior to using HokieMart.
The “Ship To” addresses in HokieMart .
![Page 109: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/109.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
This information should be populatedprior to using HokieMart.
The “Ship To” addresses in HokieMart are the current addresses in Banner.
![Page 110: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/110.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
This information should be populatedprior to using HokieMart.
The “Ship To” addresses in HokieMart are the current addresses in Banner.
![Page 111: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/111.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
The addresses available are:
![Page 112: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/112.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
The addresses available are: “Ship To” and
![Page 113: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/113.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
The addresses available are: “Ship To” and “Bill To.”
![Page 114: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/114.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
The addresses available are: “Ship To” and “Bill To.”
The addresses may be viewed by selecting
![Page 115: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/115.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
The addresses available are: “Ship To” and “Bill To.”
The addresses may be viewed by selecting“Profile” tab
![Page 116: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/116.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING ADDRESSES TO YOUR PROFILE
The addresses available are: “Ship To” and “Bill To.”
The addresses may be viewed by selecting“Profile” tab“Purchasing” tab
![Page 117: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/117.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING 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
![Page 118: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/118.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING 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
![Page 119: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/119.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileADDING 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
![Page 120: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/120.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A “SHIP TO” ADDRESS
The “Ship To” address will be the address users would like the item(s) delivered.
![Page 121: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/121.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 122: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/122.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 123: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/123.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Click “Select Addresses for Profile”
![Page 124: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/124.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 125: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/125.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 126: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/126.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 127: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/127.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 128: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/128.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Select Search
![Page 129: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/129.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Select Search
![Page 130: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/130.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
The address information will then be displayed.
![Page 131: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/131.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Depending on information entered, the listing may be long.
![Page 132: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/132.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
To add this address to your Profile
![Page 133: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/133.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Place the cursor in the “radio” button and click.
![Page 134: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/134.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Place the cursor in the “radio” button and click.
![Page 135: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/135.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Place the cursor in the “radio” button and click.
![Page 136: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/136.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
The address will be displayed.
![Page 137: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/137.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Type users name in Contact name field.
![Page 138: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/138.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Type users name in Contact name field.
![Page 139: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/139.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Click Save
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www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
Click Save
![Page 141: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/141.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
If only one address is needed, it will appear as the default.
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www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 143: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/143.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
![Page 144: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/144.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
To select additional addresses: Click “Select Addresses for Profile.”
![Page 145: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/145.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
To select additional addresses: Click “Select Addresses for Profile.”
![Page 146: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/146.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING 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.
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www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
The query box will display. The steps are the same as outlined above.
![Page 148: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/148.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
User has now added multiple addresses in the “Ship To” section.
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www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
This address will appear as an option in the drop-down menu of the “Ship To” address.
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www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
When adding multiple addresses, if users select a default address, it will be in BOLD type.
![Page 151: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/151.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileSETTING UP A "SHIP TO" ADDRESS
When adding multiple addresses, if users select a default address, it will be in BOLD type.
![Page 152: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/152.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileABOUT ADDRESSES:
We encourage users to verify all address information.
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www.procurement.vt.edu
Creating and Managing Your User ProfileABOUT 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
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www.procurement.vt.edu
Creating and Managing Your User ProfileABOUT 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.
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www.procurement.vt.edu
Creating and Managing Your User ProfileBILL TO:
With central invoicing required in HokieMart, most invoices will be received by the Controller’s Office.
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www.procurement.vt.edu
Creating and Managing Your User ProfileBILL TO:
With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.
Departments should not receive an invoice.
![Page 157: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/157.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileBILL 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
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www.procurement.vt.edu
Creating and Managing Your User ProfileTO CREATE A “BILL TO” ADDRESS IN HOKIEMART
Click “Select Addresses for Profile.”
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www.procurement.vt.edu
Creating and Managing Your User ProfileTO CREATE A “BILL TO” ADDRESS IN HOKIEMART
From the drop-down list, select Accounts Payable
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www.procurement.vt.edu
Creating and Managing Your User ProfileTO CREATE A “BILL TO” ADDRESS IN HOKIEMART
From the drop-down list, select Accounts PayableNote: This is the only option
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www.procurement.vt.edu
Creating and Managing Your User ProfileTO CREATE A “BILL TO” ADDRESS IN HOKIEMART
Accounts Payable is the only address which can be chosen and will always be the default.
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www.procurement.vt.edu
Creating and Managing Your User ProfileTO CREATE A “BILL TO” ADDRESS IN HOKIEMART
Accounts Payable is the only address which can be chosen and will always be the default.
![Page 163: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/163.jpg)
www.procurement.vt.edu
Creating and Managing Your User ProfileTO CREATE A “BILL TO” ADDRESS IN HOKIEMART
Click Save
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www.procurement.vt.edu
Creating and Managing Your User ProfileTO CREATE A “BILL TO” ADDRESS IN HOKIEMART
Click Save
![Page 165: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/165.jpg)
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.
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www.procurement.vt.edu
Before we finish….
If you have any questions please email the HokieMart Help desk
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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.
![Page 168: HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences](https://reader035.fdocuments.us/reader035/viewer/2022062813/568165be550346895dd8bfe4/html5/thumbnails/168.jpg)
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.