Awarded Vendor - Daniel Office Products #41001318 RFP #21-10-04–Office ...

Awarded Vendor - Daniel Office Products #41001318

RFP #21-10-04?Office Supplies (Online Ordering) Exp. May 2025 ? DO NOT NEED 2ND QUOTE FOR FEDERAL FUNDS

RFP #19-08-01A-Instructional Supplies Exp. July 2024 ? IF USING FEDERAL FUNDS MUST GET 2 QUOTES

RFP #20-07-02-Personal Protective Equipment Exp. Sept. 2023

The contract does not cover the full Daniel's catalog, so you need to login under CISD to view the items you ARE allowed to purchase and the contracted prices. If you need an item that is not on the contract, contact Janet Bradley, 936-709-7650, for assistance.

Make sure you use the correct commodity code on the purchase requisition: Supplies 525-005, Personal Protective Equipment 500-004, Instructional Supplies Specific Commodity based on Class. If you use the log-on that has the password "instructional" you must get 2 quotes for Federal funds.

Log on to Enter a USERNAME and PASSWORD.

For Browsing Only (to obtain item # and pricing without placing orders) Use the following Office Supplies: Username: browse Password: cisd Instructional Supplies: Username: browse Password: instructional

To place an online order (for allowed personnel only): Enter your username and password for Office Supplies or Instructional Supplies (will be different log-ons.). Send an email to Rachel Wood if you do not have a log-on and password for Office Supplies. Call Janet Bradley with log-on questions for Instructional Supplies.

Click LOGIN. You are now ready to shop. Click on CONTRACT ITEMS at top right of screen. Click on the category you need from the LIST MANAGER menu on the left.

Note: For more detailed instructions on navigating the site, see the Daniel Office Products ? How to Browse instructions on the Purchasing Website. When you find an item you want, enter a quantity and click on ADD TO CART. When you are ready to check out, click on the Cart (picture) at top of screen. You can update, delete items, or add Line Item Notes here.

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To complete the order: Click on CONTINUE Shipping Address ? should default to your school address Attention to ? should default to your name. Click on CONTINUE Purchase Order # - enter XX (you must enter something here) Click on CONTINUE Click on SUBMIT MY ORDER

At the top of the page you will see Success Your Order #__ is Complete. Print a PDF copy of the order and attach it to your purchase requisition. Go back to the homepage and log out.

You now need to go into eFinancePlus and create a requisition for this order.

When entering the Requisition:

For vendor

41001318 (Daniel Office Products)

For comments RFP #21-10-04 (office supplies) or 19-08-01A

(instructional) or 20-07-02 (PPE supplies)

For commodity 525-005 (office supplies), 500-004 (PPE supplies)

Instructional Supplies Specific Commodity based on

Class

For description ONLINE ORDER # ---- (not your requisition #)

For quantity enter 1 (you have 1 online order)

For Unit price enter total amount of online order

Delivery: Print and sign your full name on the delivery ticket Receive the order in eFinance

Reminders:

Enter separate purchase requisitions for Office Supplies, Personal Protective Equipment, and Instructional Supplies. (Office Supplies, Personal Protective Equipment can be on the same requisition)

Attach a copy of your cart to the purchase requisition.

Only 1 online order per requisition.

Be sure to use the correct RFP number on the purchase requisition, we cannot tell from looking at the cart which log on you used to place the order.

Custom orders such as stamps cannot be done online. Call Daniel's, 281292-3355 for prices.

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Screens for creating a new cart

Click on Support Click on Shopping Carts

Name Your Cart and click on CREATE

Make sure this has the correct cart name Select the Cart you wish to use

Updated 11-9-21

Screens for printing an order confirmation

Click on Support then Click on Order History

Click on the Order # Tracking # of the order

Right click with your Mouse to get this screen Click on Print. Do not click on Save as, it will print in a format that eFinance will not accept

This screen will come up. Click

on Printable Order.

When you click on Print, choose Save as PDF as the Destination. Save the PDF to attach to your purchase requisition

Updated 11-9-21

Sample of a cart to attach to your purchase requisition

Order Number for Purchase Requisition

Updated 11-9-21

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