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Training

Welcome to uSOURCE, U of T’s online marketplace. On this page you will find a number of resources to get you going on the system:

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User Manual

User Manual pdf-icon  (Last Updated 2017-08-16)

In-Class Training for Requisitioners

This 2 hour course provides a basic understanding of the Requisitioner role in uSOURCE.

Upcoming sessions

DATE TIME Location
Tuesday, Oct 24, 2017 2:00 pm – 4:00 pm 256 McCaul, rm 109 Register
Thursday, Nov 23, 2017 2:00 pm – 4:00 pm 256 McCaul, rm 109 Register

Video Tutorials

Topic Description Role Audio
Accounting Code Favourite Create an accounting code favourite and set the default Purchasing Group Shopper
Requisitioner

Approve a Requisition Approve a Requisition Approver checkmark-icon

Approve by Email Approve a Requisition by email Approver

Approving Approve, Reject, Forward and other options Approver checkmark-icon

Assign a Cart Assign a shopping cart to a Requisitioner Shopper checkmark-icon

Assign Substitute Approver Assign a substitute Approver Approver checkmark-icon

Default Shipping Address Create a default shipping address Shopper
Requisitioner

Document Search Search for documents in uSOURCE All Roles checkmark-icon

How to Shop Create shopping carts using Hosted and Punch-Out catalogues Shopper checkmark-icon

Create a Goods Receipt
Create a Goods Receipt (required for orders $5,000+) Shopper
Requisitioner

Return an Order
(coming soon)
Return process for orders below and above $5,000 Shopper
Requisitioner
checkmark-icon

Cancel an Order
Cancel a line item Shopper
Requisitioner

Share a Cart Share a Cart and Create a Shared Cart Group Shopper
Requisitioner
checkmark-icon

Update Your User Profile Review and update your user profile All Roles checkmark-icon

Quick Guides

FAQ

Not sure what to do? See the uSOURCE FAQ for answers to commonly asked questions.