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Review Cart Screen: Internal Notes & Attachments

Summary: Learn how to add internal notes and attachments.

1. To access the carts screen, click the carts tab, or the active cart in the upper right corner of the screen.
2. Access the Review Cart screen by clicking on Review in the flowchart shown on the upper right side of the carts screen.
3. The Internal Notes and Attachments box is on the left, under General Information. By clicking the Edit button, you are able to:
   • Change your PI/Other Approver
   • Add/Remove Special Handling
   • Add/Clear an Internal Note

Never attach a completed 204 form to a CruzBuy order, due to personal identity information security requirements. 204 forms must be mailed or faxed. See Personal Identity Information Security.

How to Add an Internal Attachment

1. Click the leading text add attachment... located under Internal Attachments
2. A new window will appear. Enter a File Name for your attachment.
3. Click the Browse button to search your hard drive for the attachment.
4. After locating the attachment, click Open so it will transfer to CruzBuy.
5. Click Save.

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Last revised: July 31, 2009 (am)       [CruzBuy Reference Manual TOC ]