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  1. ESM Solutions
  2. Implementation
  3. Quick Reference Guides - Consumer Role

Quick Reference Guides - Consumer Role

  • Using Quote Drop to Expedite Non-Catalog Purchases
  • Understanding User Roles: Shopper, Requester, Approver & Administrator
  • Tracking Transactions – Order Summary
  • Submitting and Tracking a Request
  • Searching the Store and Shopping Lists
  • Reviewing a Purchase Request
  • Receiving Orders
  • Creating a Non-Catalog Purchase (Manual Entry)
  • Navigating the Interface
  • Managing Users & Permissions
  • How to Log Into ESM
  • Creating User Accounts
  • Creating a Purchase Request (Quick Buy)
  • Checking Spend & Invoices
  • Creating a Catalog Purchase
  • Budget Checks & Overspend
  • Browser Requirements
  • Approving and Rejecting Requests
  • Adding Notes & Attachments
  • Accessibility Options
  • Accessing the Training Environment : Non- SSO Login
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