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CDW G Quote To Order
University of Michigan M-marketsite CDW-G “Quote-To-Order” & “Assign a Cart” M-marketsite CDW-G “Quote-To-Order” CDW-G Sales Quote Obtain Sales Quote from CDW sales rep emailed in PDF Format Locate your CDW-G Sales Quote number Access CDW-G Punchout Select the CDW-G Icon to access the “Punchout” homepage The University of Michigan’s CDW-G Homepage The Quote search option is now visible during punchout Enter the CDW-G Quote Number (not case sensitive) and select the find button to display the quote details. Punchout Session – Quote Detail Page Review the quote and select the “Add To Cart” button Price Quote Details Page Select the “Use Standard Checkout” button to accept the items and pricing and prepare your cart for M-marketsite. Warning – Changes to original quantity are subject to approval from CDW-G. Transfer Shopping Cart Select the “Transfer Shopping Cart” button to bring your cart into M-marketsite Assign A Cart Assign a Cart Functionality M-marketsite browsers and users can shop in M- marketsite and assign a draft cart to another user who has access to submit M-marketsite ePro requisitions The Assignee will get an email notifying them of the assigned cart The Assignee can review and update the cart in M- marketsite and return the lines to an ePro requisition in M-Pathways Practical Uses & Benefits More control over who has access to place orders Browsers have full access to their M-marketsite Profile where they can save default shipping addresses, ShortCodes, department reference numbers & assignees Browsers designate and send draft orders to their department’s authorized M-Pathways requisitioner (self-managed departmental workflow) Browsers can assign a draft cart 24/7 Ability to share the workload of creating orders Assign Cart Button Select the “Assign Cart” button on the active cart page Note to Assignee When a user is assigning a draft cart they can add a note for the assignee. The note will be displayed in the e-mail the assignee receives. Assigned Carts are accessed via the Draft Cart folder Assign a Cart Training Documents Up-to-date ePro and M-marketsite Assign a Cart user documents are located in My LINC Browse Only documents – are located on the Procurement Services web site under How to Buy > M- marketsite (http://www.procurement.umich.edu/mmarketsite.html) Order Approval Process Equipment orders that need approval are automatically routed and processed, following the University’s Procurement Policies. This is an exclusive M-marketsite on-line ordering feature.
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