Differences

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--- gateway_instructions [2021/06/22 20:43] – furst
+++ gateway_instructions [2022/08/26 20:39] (current) – [Non-Catalog Item] haley
@@ Line 14: / Line 14: @@
 ====Non-Catalog Item====
-Non-catalog items are suppliers recognized by Gateway, but not integrated into its checkout system. You must first search for a supplier and insure they are supported within the non-catalog item checkout. If supported, the invoice must then be recreated within Gateway by adding a description, catalog No., quantity, and price.
+Non-catalog items are suppliers recognized by Gateway, but not integrated into its checkout system. You must first search for a supplier and ensure they are supported within the non-catalog item checkout. If supported, the invoice must then be recreated within Gateway by adding a description, catalog No., quantity, and price.
 {{ :wiki:ww:non_catalog.jpg?400|}}
   - Attempt to find desired product from one of Gateways integrated suppliers
@@ Line 25: / Line 25: @@
   - In Gateway insure all invoicing information is correct before clicking "assign Cart"
   - Search for desired lab PI or sponsor and assign the cart for approval
+-----
 ====Flexcard purchase====
 If a supplier is not supported in both the integrated suppliers and non-catalog item it must be purchased through a Flexcard authorization. As Flexcard authorizations are processed internally by hand it is preferable to use non-catalog or integrated suppliers when possible. When filling out a flecard authorization ensure to provide enough information and detail for someone unfamiliar with lab equipment to order. It is better to err on the side of providing more information than necessary, including screenshots if the ordering process requires filling out technical specifications.
+{{ :wiki:ww:flexcard.jpg?400|}}
+  - Attempt to find desired product from one of Gateways integrated suppliers or non-catalog item
+  - Find the desired product within non-catalog suppliers website including catalog No. and description
+  - Within Gateway select "Flexcard Authorization" from under the "Forms" tab within Gateway
+  - Include full supplier name and contact information
+  - Under "Order Information" select "place order with ANOTHER Flexcard" from the "Order Placement" dropdown
+  - Under "Flexcard Holder's Name" fill in the name "Lynne Leininger"
+  - Fill in product information including description, price, and quantity.
+    - Include links to purchasing or product page if possible
+    - Include pictures under "Internal Attachments" if useful during ordering process
+    - These orders are processed by hand, typically by people unfamiliar with technical products. Provide enough information to make their job easy and straightforward.
+  - Select "Go" in the top right corner of the pop up to continue checkout process
+  - Once saved, select the cart icon in Gateway in the upper right hand corner
+  - In Gateway insure all invoicing information is correct before clicking "assign Cart"
+  - Search for desired lab PI or sponsor and assign the cart for approval
+-----