If you’re not sure you have everything you need in order to enter a Catalog order, here is a helpful step-by-step checklist guide.
1. Preparation
- Confirm you have access to Marshall Marketplace and are an authorized user. If you do not, contact Melanie Gallaher.
- Identify the supplier(s) needed and confirm they are available in the marketplace. If not, submit a Supplier Request to Justin Hawthorne or Melanie Gallaher to register the supplier before proceeding.
- Identify the item(s) needed and confirm they are available in the punchout catalog.
• Gather any necessary account codes, delivery addresses, and approval information.
2. Entering the Catalog Order
- Log in to Marshall Marketplace.
- Select the appropriate punchout catalog for your supplier.
- Search for the item(s) and add them to your shopping cart.
- Review item descriptions, quantities, and pricing.
- Proceed to checkout and return the cart to Marshall Marketplace.
3. Completing the Requisition
- Review the returned cart in Marshall Marketplace.
- Confirm delivery addressand contact information.
- Enter required accounting codes(FOAPAL or equivalent).
- Attach any supporting documentation(quotes, specifications, etc.), if required.
- Add any necessary comments or instructions for the supplier in the Special Instructions box. These comments should only be for the supplier, not the Procurement office.
- Submit the requisition for approval once everything required is finished.
4. Approvals
- Monitor the approval workflow to ensure all required approvers have reviewed and approved the order.
- Please respond promptly to any requests for additional information or corrections.
5. Order Confirmation
- Once approved, confirm the order has been placed with the supplier.
- Save the order confirmation for your records.
6. Receiving
- Upon delivery, inspect items for accuracy and condition.
- Complete the receiving processin Marshall Marketplace to confirm receipt.
- Report any discrepancies or issues to Procurement Services immediately.
7. Documentation & Compliance
- Retain all order documentation for audit purposes.
- Ensure compliance with university purchasing policies and procedures.
- Do not use a PCard for state purchases unless it is an emergency or a travel related expense and approved by Purchasing.
Tips
- For technology purchases, follow additional university-specific procedures.
- For emergency purchases, document the justification and follow expedited approval processes. If items are not available in the Catalog, use the Non-Catalog requisition form.