Procurement Services

Setting Preferences in iProcurement

 

 Navigation to iProcurement HomePage

Step 1:

Log into eBusiness. Select the UNI Purchasing User responsibility. Open the iProcurement Home Page.

 Navigation to Preferences Link

Step 2:

Click on PREFERENCES in the upper right hand corner (or the bottom of the iProcurement screen).

 iProcurement Preferences Link  

Step 3:

From the left menu, click iProcurement Preferences.

 Setting Shopping Preferences

Step 4:

Under Shopping, update the following fields based on your preferences:

  • My Favorite Store: This sets your search store in the iProcurement main page.
  • Search Results Per Page
  • Shopping Search Results Per Page
  • Sort Shopping Results By
  • Shopping Search Results Layout
 Adding Favorite Lists  

Step 5:

Under Favorite Lists, you can add frequently purchased items to create an easy shopping list. 

Note: You cannot add items from the iProcurement Punchouts to this list. They have alternative ways to create shopping lists.

 Delivery Settings  

Step 6:

Under delivery, you can adjust the following items:

  • Need by date offset
  • Need by time
  • Requester
  • Deliver to location
 Favorite Account Set Up  

Step 7:

Under Favorite Charge Accounts, you can add your frequently used accounts in this section. Account nicknames can be used so that you can easily identify your accounts when applying them to transactions. One primary account is required but you have multiple favorite accounts set up.

Click the APPLY to save your work.

If you have any questions about Setting Preferences please contact the Procurement team at purchasing@uni.edu or by phone at 319-273-2162.