{"id":8467,"date":"2026-03-27T11:02:28","date_gmt":"2026-03-27T16:02:28","guid":{"rendered":"https:\/\/www.marshall.edu\/procurement-services\/?page_id=8467"},"modified":"2026-03-27T11:02:28","modified_gmt":"2026-03-27T16:02:28","slug":"catalog-order-checklist","status":"publish","type":"page","link":"https:\/\/www.marshall.edu\/procurement-services\/catalog-order-checklist\/","title":{"rendered":"Catalog Order Checklist"},"content":{"rendered":"<p>If you&#8217;re not sure you have everything you need in order to enter a <strong>Catalog <\/strong>order, here is a helpful step-by-step checklist guide.<\/p>\n<p><strong>1. Preparation<\/strong><\/p>\n<ul>\n<li>Confirm you have access to Marshall Marketplace and are an authorized user. If you do not, contact <strong>Melanie Gallaher<\/strong>.<\/li>\n<li>Identify the supplier(s) needed and confirm they are available in the marketplace. If not, submit a <strong>Supplier Request <\/strong>to <strong>Justin Hawthorne <\/strong>or <strong>Melanie Gallaher<\/strong> to register the supplier before proceeding.<\/li>\n<li>Identify the item(s) needed and confirm they are available in the <strong>punchout catalog<\/strong>.<\/li>\n<\/ul>\n<p>\u2022 Gather any necessary <strong>account codes, delivery addresses, <\/strong>and <strong>approval information<\/strong>.<\/p>\n<p><strong>2. Entering the Catalog Order<\/strong><\/p>\n<ul>\n<li>Log in to Marshall Marketplace.<\/li>\n<li>Select the appropriate punchout catalog for your supplier.<\/li>\n<li>Search for the item(s) and add them to your shopping cart.<\/li>\n<li>Review item <strong>descriptions, quantities, <\/strong>and <strong>pricing<\/strong>.<\/li>\n<li>Proceed to checkout and return the cart to Marshall Marketplace.<\/li>\n<\/ul>\n<p><strong>3. Completing the Requisition<\/strong><\/p>\n<ul>\n<li>Review the returned cart in Marshall Marketplace.<\/li>\n<li>Confirm <strong>delivery address<\/strong>and <strong>contact information<\/strong>.<\/li>\n<li>Enter required <strong>accounting codes<\/strong>(FOAPAL or equivalent).<\/li>\n<li>Attach any <strong>supporting documentation<\/strong>(quotes, specifications, etc.), if required.<\/li>\n<li>Add any necessary comments or instructions for the supplier in the Special Instructions box. <strong>These comments should only be for the supplier, not the Procurement office<\/strong>.<\/li>\n<li>Submit the requisition for approval once everything required is finished.<\/li>\n<\/ul>\n<p><strong>4. Approvals<\/strong><\/p>\n<ul>\n<li>Monitor the approval workflow to ensure all required approvers have reviewed and approved the order.<\/li>\n<li>Please respond promptly to any requests for additional information or corrections.<\/li>\n<\/ul>\n<p><strong>5. Order Confirmation<\/strong><\/p>\n<ul>\n<li>Once approved, confirm the order has been placed with the supplier.<\/li>\n<li>Save the order confirmation for your records.<\/li>\n<\/ul>\n<p><strong>6. Receiving<\/strong><\/p>\n<ul>\n<li>Upon delivery, inspect items for <strong>accuracy <\/strong>and <strong>condition<\/strong>.<\/li>\n<li>Complete the <strong>receiving process<\/strong>in Marshall Marketplace to confirm receipt.<\/li>\n<li><strong>Report any discrepancies or issues to Procurement Services immediately<\/strong>.<\/li>\n<\/ul>\n<p><strong>7. Documentation &amp; Compliance<\/strong><\/p>\n<ul>\n<li>Retain all order documentation for audit purposes.<\/li>\n<li>Ensure <strong>compliance <\/strong>with university purchasing policies and procedures.<\/li>\n<li><strong>Do not use a PCard for state purchases unless it is an emergency or a travel related expense and approved by Purchasing<\/strong>.<\/li>\n<\/ul>\n<p><strong>Tips<\/strong><\/p>\n<ul>\n<li>For technology purchases, follow additional university-specific procedures.<\/li>\n<li>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.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>If you&#8217;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<\/p>\n","protected":false},"author":262,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-8467","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/pages\/8467","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/users\/262"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/comments?post=8467"}],"version-history":[{"count":2,"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/pages\/8467\/revisions"}],"predecessor-version":[{"id":8471,"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/pages\/8467\/revisions\/8471"}],"wp:attachment":[{"href":"https:\/\/www.marshall.edu\/procurement-services\/wp-json\/wp\/v2\/media?parent=8467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}