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CruzBuy

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

 

 

Shopping: How to Find Suppliers or Add a Supplier

Summary: Learn how to find suppliers in CruzBuy, and how to add a new supplier.


Shoppers can click on Browse: suppliers located under the Shop dialog on the home/shop page to view Hosted Catalog Suppliers. See also What Icons Represent.

Supplier Search Button

List of CB Suppliers from Browse Link

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Supplier Search Procedure & Adding a New Supplier to CruzBuy

  1. From any form, click choose supplier... to search for the supplier.

Supplier Search on Forms

  1. A new screen will appear. Click the Search for Supplier button to continue,
    or
    to request a preferred supplier not already in CruzBuy, skip to Step 6 below.

CruzBuy Supplier Search dialog screenshot

  1. Enter the name of your supplier in the Supplier Name field,
    or
    To request that Purchasing choose the supplier, enter "To be Selected" in the Supplier Name field, and then select "To be Selected by Central Purchasing" from the Supplier Search Results.

CruzBuy Supplier to be Selected by Purchasing

The asterisk (*) is the wildcard option for searching. It is advisable to put an asterisk before and after a shortened version of the supplier's name.

  1. Click the Search button.
  2. A list of suppliers will appear. Click the Select button (on the right side) and the supplier information will be entered on the form. See How to Choose the Correct Business Address When Selecting a Supplier.
    This completes the process for suppliers available in CruzBuy.
  3. To request a preferred supplier not already in CruzBuy, select Manually enter supplier information in the Supplier selection criteria dropdown and then enter the supplier information.
    1. List the supplier's phone number and fax number.
    2. Add an Internal Note to Procurement and Business Contracts indicating that you are requesting a new supplier, and indicate whether you have sent a Payee Setup Form 204 (pdf) to the supplier. See Adding an Internal Note. All completed 204 forms must be mailed or faxed. Include the CruzBuy Requisition Number on any completed 204 forms you fax or mail to Procurement and Business Contracts. Do not scan or email completed 204 forms, due to the information security risk. See UCSC Financial Affairs: Vendor Setup Guide.
  4. Finish your order and complete as usual.
  5. Your order will be routed to Purchasing where we will either determine if we can use another supplier who is already on file or we will send the new vendor a 204 tax form if you have not sent one yet.

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"Doing Business As" Suppliers (dba)

In CruzBuy, shoppers are able to search for vendors by their business names. Before December 2006, over 300 suppliers were identified by the owner's name rather than the business name. For example, in order to find Joe's Pizza & Subs, it was necessary to search by the owner's name, Youssef Hammana. This caused a great deal of confusion. All those suppliers whom we call dba suppliers (doing business as), are now in CruzBuy using their business names.

Suppliers with Multiple Business Names

Occasionally suppliers have multiple business names. For instance, Consolidated Electrical Distributors Inc is also known as Royal Wholesale Electric and All-Phase Electric Supply. Purchasing maintains a list of suppliers who have multiple Business Names. The list is available at Doing Business As List.

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