Need Help?
Call 459-2311
buy4me@ucsc.edu

University Business Services
UC Santa Cruz
1156 High Street
Santa Cruz, CA 95064-1077

© UC Santa Cruz

Managing Favorites in CruzBuy

Summary: Learn what Favorites are, how to add favorite items to a requisition, how to add items to your list of favorites, how to organize favorites into folders and subfolders, and how to delete favorite items and folders.

My Favorites is a CruzBuy tool that allows requestors to store a list of items they purchase on a regular basis. Users can create personal folders and add items from catalogs, existing requisitions, and forms. Favorites can be organized: users can move items, rename items, delete items, and order directly from the favorites tab. All this is accomplished using a single screen.

• Personal favorites allow users to create personal folders and add items to these folders.
• Shared favorites are folders, items and forms set up by a system administrator and viewable by ALL SelectSite users.

Navigate to the Favorites screen by choosing the favorites tab from any screen or choose the favorites link in the Go to: section under Shop. Both favorites links perform the same function.

• Add Favorite Items to your Requisition
• Add Items to your Personal Favorites
• Create Folders and Sub-Folders
• Delete Favorite Items and Folders

Add Favorite Items to your Requisition

1. Navigate to the Favorites screen.
2. Select a folder in the left column.
3. Select the item(s) you would like to add to your Requisition by clicking the checkbox on the far right of the screen.
4. Enter the quantity you need.
5. Click the Add to Cart button.

[Top of Page]

Add Items to your Personal Favorites

1. To add an item to your Favorites choose add to favorites on the right side of the line item description. Items ordered on forms can be added to favorites. Do not add punch-out items to favorites.

2. The Add to Favorites window will pop up. Choose the folder to which you would like to add the item.
3. Edit the name to make it easily recognizable later, as needed.
4. Click Submit.

5. A success message will be displayed.

[Top of Page]

Create Folders and Sub-Folders

Users can create folders and sub-folders. Some examples of ideas for folders:

• Office Supplies
• Lab Supplies from Fisher
• Plumbing Supplies
• Products needed for new hires
• Inventory items
• Kerr Hall Boiler parts

To create a new folder in My Favorites:

1. Navigate to the Favorites screen.
2. Select New in the top left corner.
3. Choose whether to add a Top level personal folder or Subfolder of selected folder.
4. The Create New Personal Favorites Folder or Sub-Folder dialog will appear. Give your folder a name.
5. Click Save.
6. You can now begin adding items to your new Favorites folder.

[Top of Page]

Delete Favorite Items and Folders

Delete an Item

1. Navigate to the Favorites screen.
2. Choose the folder that contains the item you want to delete.
3. Click the Delete button.
4. A popup will open and request confirmation for deleting the item.
5. Click OK. The item will be removed.

Delete a Folder

1. Navigate to the Favorites screen.
2. Select the folder you wish to delete.
3. Click the Delete icon above the list of folders.
4. A popup will open and request confirmation for deleting the folder.
5. Click OK. The folder will be removed.

Important: All items in a folder get deleted if you delete a folder. Be careful!

[Top of Page]

Last revised: July 24, 2009 (am)       [CruzBuy Reference Manual TOC ]