support library

If you need further assistance, please contact the ESM Solutions’ Customer Support Team at support@esmsolutions.com or 1.877.969.7246.


 

(SS) Supplier Support Videos

What will be covered:

  • Where to find the registration forms
  • Which database you should register in
  • How to find your NIGP codes

What will be covered:

  • Where to go to login
  • What database to register in
  • What to do if you forgot your password (see the “How to Reset your Password” video for a step-by-step walk through)

What will be covered:

  • Where to go to reset your password
  • How to reset your password

What will be covered:

  • Where to submit a bid response
  • The bid response submitting process

What will be covered:

  • What you can see and do within the Create submenu in the Vendor Response tab

What will be covered:

  • Where to go for printing reports
  • How to print a report from the application


 

(SR) Supplier Reference Guides

This is an FAQ for suppliers who need assistance in the registration process or for responding to bids.

Click thumbnail to download PDF.

SR Supplier Registration & Bid Response FAQ

This document provides instruction on how suppliers can add bid responses to line item bids more efficiently, using a spreadsheet format. Once the item pricing information is uploaded, the supplier can then modify and submit the response when ready.

Click thumbnail to download PDF.

 SR Bid Response Import

This document outlines the steps to register as an international vendor in the Mercury Version platform.

Click thumbnail to download PDF.

 SR International Registration


 

(NT) Training Videos – easyPurchase

What will be covered:

  • How to add visibility for newly assigned catalogs
  • How to edit catalog visibility

5 Steps in 50 seconds..

  • Shop/Search & Go
  • Select items & Add to cart
  • Manage cart & Continue
  • Manage order & Prepare
  • Enter info to Continue

What will be covered:

  • How to add a new catalog
  • How to configure user access to specific catalogs
  • How to assign or unassigned specific users to catalogs

What will be covered:

  • Where to find unsubmitted transactions
  • How to add items to an existing transaction

What will be covered:

  • How to assign a catalog as preferred
  • Search and view your preferred catalogs

What will be covered:

  • How to shop in a Punchout catalog
  • How to bring items back into easyPurchase


 

(NR) Reference Guides – easyPurchase

This guide takes you through the Shop, Cart, Checkout process for credit card transactions. Learn the 5 steps in 50 seconds with navigational hint screen overlays and an interactive video demo.

Click thumbnail to download PDF.

NR Navigation Hints for CC RG

This guide provides system administrators with an enhanced ability to setup their district using easyPurchase. This includes the addition and/or modification of users, locations, suppliers, and custom banners/images.

Click thumbnail to download PDF.

NR easyPurchase Admin RG

This guide will assist system administrators as they create and subsequently configure their catalogs. Gain exposure setting up catalogs and the various ways they can be displayed on the shop page within your purchasing environment.

Click thumbnail to download PDF.

easyPurchase Admin RG

This guide offers assistance processing orders that require approval. Learn how you can reference all the necessary information to make an informed decision as to whether you will approve or reject a user’s request

Click thumbnail to download PDF.

NR Approver RG

This guide offers users with a high-level summary in regards to how requests can be created and submitted within the purchasing environment. Learn about the different types of catalogs that can be used to create and subsequently submit a request.

Click thumbnail to download PDF.

NR easyPurchase User RG

This guide will address how to review and process order details for a summary of orders in the Office tab. This includes actions such as: approve/reject orders, prepare credit card orders and release orders to suppliers.

Click thumbnail to download PDF.

NR easyPurchase Back Office RG

This guide explains how to manage approval workflows and includes the steps involved to assign Matrix Workflow Criteria, Manage Workflow Priority and Approver Sequence, as well as how to add and edit your workflows.

Click thumbnail to download PDF.

NR Matrix Workflow RG

This document will address the most frequently asked questions amongst users who are responsible for approving and/or rejecting submitted requests.

Click thumbnail to download PDF.

NR Approver FAQ

This document will address the most frequently asked questions amongst users responsible for creating requests .

Click thumbnail to download PDF.

NR9 User FAQ

This document will address the most frequently asked questions amongst users with the credentials to create and manage workflows.

Click thumbnail to download PDF.

NR Workflow Matrix FAQ

This document will address the most frequently asked questions amongst system administrators responsible for the configuration and management of their entity.

Click thumbnail to download PDF.

NR System Admin FAQ

This document will address the most frequently asked questions amongst back Office users in regards to the management of requisitions in their queue.

Click thumbnail to download PDF.

NR Office FAQ

This document will address the most frequently asked questions amongst back Office users in regards to the management of requisitions in their queue.

Click thumbnail to download PDF.

NR Account Code Guide

This document will address the most frequently asked questions amongst back Office users in regards to the management of requisitions in their queue.

Click thumbnail to download PDF.

NR Account Code FAQ

This guide demonstrates how to access the order summary screen for purposes of referencing transactions. Learn how to query and export transactional data based on a wide variety of selection criteria.

Click thumbnail to download PDF.

NR Order Summary Guide

This guide will step you through how to turn off “Compatibility Mode” if you are having trouble viewing the ESM Solutions application in certain browsers.

Click thumbnail to download PDF.

NR16 Browser Compatibility Reference Guide

This guide will walk you through how to set-up and use the Receiving functionality in easyPurchase 2.0.

Click thumbnail to download PDF.

NR easyPurchase 2.0 Receive Tab

This guide will walk you through how to use the Order Summary Screen in easyPurchase.

Click thumbnail to download PDF.

NR Access Order Summary

This guide will walk you the process of adding additional locations for Non-Catalog Suppliers in easyPurchase.

Click thumbnail to download PDF.

NR Adding Locations Non-Catalog Suppliers

This guide explain how to turn on the reporter for any user within your entity.

Click thumbnail to download PDF.

NR theReporter Entity Admin

This guide will walk you through the process of configuring theReporter. Learn how to manage folders and user groups.

Click thumbnail to download PDF.

NR Configuring theReporter

This guide will walk you through how to activate Transfer Originator’s Cart at both the entity and user levels, and guide you in how to use this functionality.

Click thumbnail to download PDF.

NR Transfer Originators Cart


 

(ES) Support Videos – eSchoolMall/Mercury Version

What will be covered:

  • How to enter the shopping cart
  • How to build a shopping cart

What will be covered:

  • Where to adjust an order
  • How to adjust an order
  • What you can add to an order

What will be covered:

  • How to convert Cart to Checkout
  • What you can do within the Cart screen

What will be covered:

  • Search cataolgs
  • Create a shopping cart
  • Adjust an order
  • Submit an order

What will be covered:

  • Modifying a user profile within system settings
  • Viewing and assigning routes to a specific user

What will be covered:

  • Creating roles
  • Sequencing the roles into a route
  • Assigning a route to an end-user

What will be covered:

  • Where to login to the system
  • How to access the easySourcing application

 

 


(ER) Reference Guides – eSchoolMall/Mercury Version

This guide provides valuable information for the system administrator using the eSchoolMall/Mercury Version of easyPurchase. Learn how to add users and locations, assign catalogs and upload banners and images.

Click thumbnail to download PDF.

ER easyPurchase System Admin RG

The Receiving reference guide provides all the information necessary to receive items that have been ordered through eSchoolMall/Mercury Version of easyPurchase.

Click thumbnail to download PDF.

ER Receiving RG

The Approval reference guide is designed to assist any manager approve or reject online orders submitted as requisitions within the eSchoolMall/Mercury Version of easyPurchase.

Click thumbnail to download PDF.

ER Approver RG

This guide shows you how to prepare a quote, publish to multiple suppliers and review responses online.

Click thumbnail to download PDF.

ER easySourcing Quote RG

This guide provides information for end-users who create orders using the new Shop, Cart, Checkout interface in the eSchoolMall or Mercury Version of easyPurchase.

Click thumbnail to download PDF.

ER Requisition RG

This guide provides the basic information needed for the system administrator using the eSchoolMall/Mercury Version of easyForms. Learn how to add forms to the repository, assign forms to approval routes and enable for use by end users.

Click thumbnail to download PDF.

ER easyForms RG

This guide provides the basic information needed for using the eSchoolMall/Mercury Version of easyProject. Learn how to prepare, modify, copy, publish and award projects and run reports.

Click thumbnail to download PDF.

ER easyProject RG

This guide provides the basic information needed for a system administrator to setup Account-Based Workflow within eSchoolMall/Mercury Version of easyPurchase. This guide shows how to set up accounts, routes, and users to use the new Account-Based Workflow function.

Click thumbnail to download PDF.

ER Account-Based Workflow RG

This guide provides valuable information pertaining to the purchase order process for users of the easyPurchase eSchoolMall/Mercury version. Follow step-by-step instructions with screenshots to create and manage purchase orders.

Click thumbnail to download PDF.

ER Purchase Order RG

This guide will step you through how to turn off “Compatibility Mode” if you are having trouble viewing the ESM Solutions application in certain browsers.

Click thumbnail to download PDF.

ER10 Browser Compatibility

 


 

(CM) Training Videos – ContractManagement

What will be covered:

  • How to use the global search feature

What will be covered:

  • Introduction to basic searching in contract management system

What will be covered:

  • How to change your password

What will be covered:

  • How to perform a saved search

What will be covered:

  • An overview of the uses of an advanced filter
  • The two main operators

What will be covered:

  • An overview of the uses of calendar filters
  • Time vs. calendar filters

What will be covered:

  • An overview of the uses of duplicate filters
  • First records

What will be covered:

  • An overview of the uses of first/last filters
  • Sorting

What will be covered:

  • An overview of the uses of a related table filter
  • Connections to saved searches

What will be covered:

  • An overview of the uses a run time filter
  • How run time filters interact with other searches

What will be covered:

  • An overview of the uses of a simple filter
  • Values vs. variables

What will be covered:

  • An overview of the uses of a time filter
  • Using working hours in searches

What will be covered:

  • An overview of the quick search feature,
  • The search wizard and
  • The global search feature

What will be covered:

  • An overview of creating, editing and managing views,
  • Personal views and
  • Accessing additional views

 


 

Our Two Cents Newsletter

Issue 001 – July 2012

Issue 002 – August 2012

Issue 003 – September 2012

Issue 004 – October 2012

Issue 005 – November/December 2012

Issue 006 – January/February 2013

Issue 007 – March/April 2013

Issue 008 – May/June 2013

Issue 009 – July/August 2013

Issue 010 – September/October 2013

Issue 011 – November/December 2013

Issue 012 – January/February 2014

Issue 013 – March/April 2014

Issue 014 – May/June 2014

Issue 015 – July/August 2014

Issue 016 – September/October 2014