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How to use MMP

How to use MMP

Just like many online ordering system, shopping on the McGill MarketPlace is done with the popular shopping cart model. For general information on Shopping Carts, please refer to General Information about Shopping Carts


Creating and Renaming a Shopping Cart

Step 1. Go to Shop --> My Carts and Orders --> View Draft Shopping Carts.

Step 2.  Press the Create Cart icon.

Step 3.  Rename your cart by editing the information in the Name this cart box on the left of your screen.

Step 4.  Press on Update.

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Adding Products from a Hosted Catalog Supplier

Step 1.  Make sure you are using either an empty cart (Current Cart icon shows $0.00 ) or one that is populated with product(s) from the same supplier. To create a New Cart, please see the “Creating and Renaming a Shopping Cart” section.

Step 2.  Select the Home  or Shop  Page. Enter the product name or description in the empty rectangular box.

Step 3.  Press the Go or Search button.

Step 4.  To add the chosen product to your shopping cart, press on the Add to Cart icon.


Adding Products from a Punchout Supplier

Step 1.  Make sure you are using an empty cart (Current Cart icon shows $0.00 ). To create a New Cart, please see the “Creating and Renaming a Shopping Cart” section.

Step 2.  Select the Home page .

Step 3. From the Punchout supplier section, select the supplier by pressing on the supplier’s icon. MMP will re-direct you to the supplier’s website.

Step 4. Internet browsers (Internet Explorer, Firefox and Chrome) might block a website when it considers that there may be unsafe content on the website. If a security pop-up window appears, please press “Show All Content”. In Firefox and Chrome, you may see an icon in the address bar that looks like a little shield. Click on this shield to see the option to view Insecure Content (Select “Disable Protection on This Page” in Firefox, and “Load unsafe script” in Chrome)

Step 5. Search and add products within Punchout Supplier’s website. When you finish adding products, click on “Check Out” or “Submit Order”, your completed cart will be brought back into MMP.


Creating a Non-Catalog Requisition

Step 1. Make sure you are using an empty cart (Current Cart icon shows $0.00). Select the Home or Shop page and click Non-Catalog Item.

Step 2. If you just create a New Cart (for instruction, please see the “Creating and Renaming a Shopping Cart” section), press Add Non-Catalog Item.

Step 3. This will open up a pop-up window.

Step 4.  Enter the beginning of a supplier’s name in the Enter Supplier box. A list of suppliers will show up. Select the supplier by clicking on the supplier name.

Step 5.  You can also click on the “Supplier Search” link to search a supplier by part of its name. Press the Select button to select the supplier.

Step 6.  Enter the information for the product you wish to order (Product Description, Catalog Number (not mandatory), Quantity, Unit Price and Unit of Measure).

Step 7. To add another item from the same supplier press the Save and Add Another button. When you finish adding product information, press the Save and Close button.


Reviewing and Completing an Order

Step 1.  Access your Active Cart by pressing on the “Current Cart” icon on the top right corner of the page.

Step 2. Click “View My Cart” to review and edit item details, and then press the Proceed to Checkout icon on the upper right corner.

Step 3.  By default, you should be brought to the FOAPAL Information section of the flow chart (see image below) however you may back track to previous steps if necessary (see Step 4).

Step 4.  Edit the Shipping Information, Delivery Date, add Internal Note and Vendor Note if required by selecting the appropriate section on the flow chart.

Step 5.  Press the Edit button in the FOAPAL Information section of the flow chart. If you enter a fund code manually, press the Update Org/Prog link to match the Organization and the Program to the Fund. You can select a code from the My Favorites drop down list under the associated FOAPAL Element. Or you can click on All Codes to search a code by value or by description. Press Save.

Step 6.  Once ready to submit requisition, click on the Final Review section of the flow chart.

Step 7.  Press the Place Order icon on the upper right corner.


Spliting FOAPALS

You can split multiple FOAPAL for the same order. To do so, please click on the Split by FOAPAL link, choose how you want to split the fund (three choices), and ensure you click on the Update Org/Prog link once you manually enter the Fund number.

Adding an Attachment

Step 1.  Create and populate a cart with the required product(s).

Step 2.  Press the Proceed to Checkout icon on the upper right corner.

Step 3.  Click on Vendor Note.

Step 4. Click on ADD ATTACHMENT.

Step 5.  Enter a File Name, click Browse and search for your attachment file and then click Save.


Assigning Carts as a Shopper

Step 1.  Create and populate a cart with the required product(s).

Step 2.  Press the Proceed to Checkout icon on the upper right corner.

Step 3.  By default, you should be brought to the FOAPAL information section of the flow chart (see image below) however you may back track to previous steps if necessary (see Step 4).

Step 4.  Enter Internal Note and Vendor Note if required by selecting the appropriate section on the flow chart.

Step 5.  Once ready to submit shopping cart, click on the Final Review section of the flow chart.  

Step 6.  Press the Assign Cart icon on the upper right corner.

Step 7.  Click All Assignees to search and add the name of the assignee.

Step 8.  Enter text in the Note to Assignee box if required. The note will be sent to the Assignee by e-mail.

Step 9.  Press the Assign button.


Completing a Cart from a Shopper

Step 1.  Go to Shop --> My Carts and Orders --> View Draft Shopping Carts..

Step 2.  The carts assigned to you are in the Pending Carts Assigned to Me section.

Step 3.  Click on the Shopping Cart Name link in order to continue with the assigned cart.

Step 4.  Press the Proceed to Checkout icon on the upper right corner.

Step 5.  If you want the requisition resides in your history, click on the General section of the flow chart and press the Edit button to change the Finalized by from the shopper’s name to your name (the Requestor).

Step 6. From this point on, complete the order as you would do normally.


Searching for an order

Document search - quick search:

Option 1: Open the Quick Search box by clicking on the Search button (magnifying glass) on the top right corner, select the document type (Purchase Order, Requisition etc), enter the document number and press the Search button.

 

Option 2: Go to the Orders & Documents page, select Search Document. Enter the document number and click GO. You can also click on the My Requisitions or My Purchase Order link to see a list of your personal requisitions/purchase orders for the past 3 months.

Document search :

Step 1: Go to the Orders & Documents page, select Search Document, and click on the Advanced Search link.

Step 2: Search orders by entering the parameters such as Participants (requestor’s name), date, supplier, FOAPAL elements, etc.

Copying past orders or rejected requisitions to a new cart

Note: This function is disabled for all punchout suppliers that have been enabled on e-settlement.

Step 1. Locate the order you would like to copy (see Searching for an order  section for instructions)

Step 2.  Open the summary page of the requistion (you might need to press on the Requisition number from your search result).

Step 3.  From the drop down menu under Available Actions, choose Copy to New Cart and press the Go button. Note: this functionality is not available in the PO, so please make sure you open the requisition.

Step 4.  A new Cart/Requisition Name will be assigned to the new cart, however all other information from the previous requisition (such as Item details, Internal Note, Vendor Note, Shipping Address, FOAPAL) is copied into the new cart. You can add or delete items under the Current  Cart section.

Step 5.  Press the Proceed to Checkout icon on the upper right corner.

Step 6.  Press Place Order to complete the order.

Ordering uPrint Paper

Please refer to this uPrint Order Instructions.

Tips: Please ensure you enter the proper FOAPAL element, including the Activity code 00204, and select a MFD Device Group Code (page 3, step #5 and #6.)

NEW - KEYWORD SEARCH


Training and Materials

***UPDATE***Please note that a new training course is being offered for MMP.

To register, please log in to Minerva > Employee menu > IT Customer Services (ICS) menu > Banner/Minerva training > select PRO 201 - Get Your Hands on MMP (McGill MarketPlace)

For a list of MMP quick steps, please refer to the MMP Quick_Reference.