UB Marketplace General Store Setup Request - Workflow

^* Required Information

Before You Begin

You will need to know:

Is at least one person registered in UB Marketplace to monitor reports about this product? *Necessary for submission
1. If you are this person, please register in the store and then continue this request.
  - Register for UB Marketplace by clicking Register from the top menu bar:
    1. You will open a new page outside the UB website.
    2. Use your UB email address and create a new, unique password.
2. If not, close the request and restart when someone is registered
Does an approved fee exist for this? *Necessary for submission
1. Learn about creating State fees.
2. Log in to see the list of approved fees.
The State IFR account number into which proceeds will be deposited. *Necessary for submission
Was this previously an ePay product? If yes, what is the ePay number?
What is the go-live date for the product in UB Marketplace?
Do you need to charge shipping or tax?
The Product Description (short and long)
Type of pricing: set, variable, customer-entered
Product link private for specific customers or public to everyone?
Product attributes from which customer chooses (e.g. color, available dates, invoice #)
Has the required product image been approved?
Who needs access to review transactions for this product?

* These approvals require applications to other units.

I am requesting *

To transition a product from ePay to Marketplace To set up a completely new product in the General Store

Department Contact Information

Staff Contact Name*

First Name

Last Name

Staff Email Address*

Confirm Staff Email Address *

@buffalo.edu

Staff Campus Address

Staff Campus Phone Number

xxx-xxx-xxxx

Department Name*

Department Chair or Department Head*

Authorization for adding item to UB Marketplace will be confirmed with this individual

Required Information

Approval has been granted for collecting the fee for this product.*

Yes No

You cannot complete this request without prior fee approval. Please obtain fee approval by submitting the Fee Approval Request form, then restart this request.

Learn more about creating State fees.

Log in to see the list of approved fees.

Contact us at ubs-fees@buffalo.edu for questions.

Is there at least one departmental staff registered in UB Marketplace now?*

Yes No

It's necessary for at least one person to have access to UB Marketplace in order to monitor store reports.

To have access, each person must first be registered in the store. To register, go to UB Marketplace and select Register from the top menu.

Please continue or restart this request when there is a registrant in UB Marketplace.

Payment Processing

State IFR Account Number*

8 digits - Funds collected for this item to be deposited here

Was this previously an ePay product?*

Yes No

Current ePay #*

3 digit #

General Product or Service Information

Do you need to charge tax?*

Yes No

Do you need to charge shipping?*

Yes No

When do you need to begin collecting payment for this product?*

Enter date as xx/xx/xxxx

New Product or Service Information

Product Short Description*

Product Long Description*

Would you like the product to be visible to any customers in the store?*

Yes No

Is the price a set price or is it variable? *

Set Variable Customer Entered

Price Type Options

Set: One price for everyone for this product

Variable: The price can vary with a variety of options or circumstances, such as affiliation of the customer, date of purchase, product variations

Customer Entered: As from a previous price quote

Set Price*

Same price for each purchase

Describe what the customer should enter*

Number of Different Prices for this Product*

1 2 3 More than 3

Additional Product Pricing Information

Describe any other price information, including optional add-ons such as printing or monograms

Variable Prices

Variable Price 1*

$x.yy

Variable Price 1 Description*

Describe the qualification for Price 1

Variable Price 2*

$x.yy

Variable Price 2 Description *

Describe the qualification for Price 1

Variable Price 3*

$x.yy

Variable Price 3 Description*

Describe the qualification for Price 1

More than 3 Variable Prices

List each additional price and its description

Product Image

Has the product image been approved?*

Yes No Don't Know

Product Image

Each product listed in UB Marketplace stores should have a product image whose purpose is to give users a visual cue of what they’re purchasing.

To accommodate the wide variety of products in UB Marketplace stores, while maintaining an easy shopping experience, each product image will include a simple icon against a UB-brand color background.

• There will be no text in the product image.

• You will add the name of your product when you create it in your Marketplace store. Once published, the product name will appear directly beneath your product image.

• Unit logos may not be used as your product image. (per University Communications, the image area is too small to make logos readable.)

• There are some exceptions to this guideline

Example:

For Approval: Contact Tracey Eastman, Director of Communications

Notes about the Image

Product Information for Customer to Provide

How many questions does a customer have to answer before purchasing this product?*

0 1 2 3 4 5 6 7 8

For example, all available dates, color, email address

Question 1

What's Question 1?*

e.g. Color, Days of the Week I Can Attend, My Email Address

Is Question 1 required or is it optional?*

Required Optional

How will the customer respond in Question 1 ?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 1 list?*

comma-separated list

Question 2

What's question 2?*

e.g. Color, Days of the week I Can Attend, My Email Address

Is question 2 required or is it optional?*

Required Optional

How will the customer respond in Question 2 ?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 2 list?*

comma-separated list

Question 3

What's Question 3?*

e.g. Color, Days of the Week I Can Attend, My Email Address

Is Question 3 required or is it optional ?*

Required Optional

How will the customer respond in Question 3?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 3 list?*

comma-separated list

Question 4

What's Question 4?*

e.g. Color, Days of the Week I Can Attend, My Email Address

Is the Question 4 required or is it optional?*

Required Optional

How will the customer respond in Question 4?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 4 list?*

comma-separated list

Question 5

What's the Question in Product Choice 5?*

e.g. Color, Days of the Week I Can Attend, My Email Address

Is the Question 5 required or is it optional?*

Required Optional

What is the Customer's Response for Question 5?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 5 list?*

comma-separated list

Question 6

What's Question 6?*

e.g. Color, Days of the Week I Can Attend, My Email Address

Is the Question 6 required or is it optional?*

Required Optional

What is the Customer's Response for Question 6?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 6 list?*

comma-separated list

Question 7

What's Question 7?*

e.g. Color, Days of the Week I Can Attend, My Email Address

Is the Question 7 required or is it optional?*

Required Optional

What is the Customer's Response for Question 7?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 7 list?*

comma-separated list

Question 8

What's Question 8?*

e.g. Color, Days of the Week I Can Attend, My Email Address

Is the Question 8 required or is it optional?*

Required Optional

What is the Customer's Response for Question 8?*

Choose one option from a list Choose multiple options from a list Enter a short answer

What are the options on the Question 8 list?*

comma-separated list

Report Access

Submit names for access only for registered users.

Only staff who are registered in the UB Marketplace can be granted report access to view all transactions. Submit names for access only for registered users.

To register, go to UB Marketplace and click Register at the top of the page. Use your UB email address and create a new, unique password for this site.

How many individuals will need report access?*

1 2 3 4 5

Must be at least 1

Name - 1*

First Name

Last Name

Email Address - 1*

@buffalo.edu

Name - 2*

First Name

Last Name

Email Address - 2*

@buffalo.edu

Name - 3*

First Name

Last Name

Email Address - 3*

@buffalo.edu

Name - 4*

First Name

Last Name

Email Address - 4*

@buffalo.edu

Name - 5*

First Name

Last Name

Email Address - 5*

@buffalo.edu

Edit Access

Submit names for access only for registered users.

Only staff who are registered in the UB Marketplace can be granted edit access to activate a product, update data and edit text, as well as view transactions.

To register, go to UB Marketplace and click Register at the top of the page. Use your UB email address and create a new, unique password for this site.

How many individuals will need administrative access?*

1 2 3 4 5

Must be at least 1

Name - 1*

First Name

Last Name

Email Address - 1*

@buffalo.edu

Name - 2*

First Name

Last Name

Email Address - 2*

@buffalo.edu

Name - 3*

First Name

Last Name

Email Address - 3*

@buffalo.edu

Name - 4*

First Name

Last Name

Email Address - 4*

@buffalo.edu

Name - 5*

First Name

Last Name

Email Address - 5*

@buffalo.edu

Fee Group Review

Reviewer Name*

First Name

Last Name

Reviewer Email*

@buffalo.edu

Fee approval is on file*

Yes No

Additional Comments

Last Step in Setup

Choose Next Step*

UB Marketplace Services will add a new product to General Store UB Marketplace Services will transition the product from ePay to Marketplace Requestor must provide additional information before product can be added Request Cannot be Completed

Please provide the following information: *

Request Cannot be Completed Because:*

GL Code *

3 or 4 digits

Direct Link for Private Listing in Store*

Requestor chose "Yes" to charging tax. Reminder to get back to customer about charging tax.

Requestor chose "Yes" to shipping. Reminder to get back to customer about shipping charges.