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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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Training Manual

It is recommended that all users read the Training Manual before purchasing through uSOURCE.

Download Training Manual pdf-icon  (Last Updated 2017-02-03)

In-Class Training for Requisitioners

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

Topics

  • Overview and Benefits of uSOURCE
  • Purchasing Role Combinations
  • Basic Shopping
  • User Profile Set-up
  • Reviewing and Submitting Requisitions
  • Document Search
  • Goods Receipts
  • Returns, Cancellations, and PO Changes
  • Reviewing Invoice Status

Registration

To register, email uSOURCE@utoronto.ca with your name, department, and UTORid.

Video Tutorials

New to uSOURCE? Watch these short video tutorials (3-4 mins each) that cover basic functionality for the Shopper and Requisitioner roles:

  1. Update Your User Profile
  2. How to Shop
  3. Share a Cart
  4. Assign a Cart
  5. Document Search
  6. Receiving: Create a Goods Receipt
  7. Returning

All 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

Receiving Receive an order by creating a Goods Receipt Shopper
Requisitioner

Returning Return an Item Shopper
Requisitioner
checkmark-icon

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.