Setting Your Profile Preferences

Within HuskyBuy you can adjust your profile settings to set default accounting codes and shipping addresses for shopping; setup how you want to receive notifications, or if you want to receive them at all. Although it is not technically a profile setting, we will even show you how to setup a new Home page.

Table of Contents

Process Steps

Setting Your Default Home Page

1. The Home page for all users is set to the Shopping Home page by default. To change that, navigate to the page you to set as default.

   1. (Navigate to Shop > My Carts and Orders > View Carts.)

   2. Click on your profile icon in the upper right section of the page and select, Set My Home Page.

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2. In the pop-up menu, ensure Current Page is selected and click Save Changes.

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Setting Your Initial Profile Settings

1. Click on your profile icon in the upper right section of the page and select, View My Profile In the pop-up menu.

2. You will be brought to the User’s Name, Phone Number, Email, etc. section of your profile.

   If the Phone Number is blank, please enter your phone number here.

3. Select Language, Time Zone and Display Settings on the left and fill out all of the pertinent information in this section. Click Save Changes when done.

4. Use the menu on the left to review all your profile information.

   1. User Profile and Preferences – is where you set your regional location and contact information.

   2. Default User Settings – is where you can set your default accounting codes and shipping address information.

   3. User Roles and Access – is where you can see the role assigned to you.

   4. Ordering and Approval Settings – shows your purchasing settings and approval folders where you can add a substitute approver in your absence.

5. Continue with your profile information.

   1. Permission Settings – shows your permissions for functions related to shopping, carts & requisitions, orders, and related items depending on your role.

   2. Notification Preferences – shows your HuskyBuy notification preferences. You may update your notification preferences as desired.

   3. User History – Here you can see all the changes you ever made to your user profile.

Setting Your Default Shipping Address

1. To add a default shipping address, click Default User Settings > Default Addresses. Here you can add your shipping addresses or review/edit an existing address.

   If this is your first time here, you might not have a Ship-To address yet. Click on “Select Addresses for Profile” to search for a new one.

2. Enter a search term for your address and click Search. It can be a department or any part of the address.

   Select an address from the list and the information will populate as shown below.

3. The address is displayed and most of the fields are populated. Four of the fields can be changed.

   1. Nickname: Can be changed if desired.

   2. Default: This checkbox is automatically set for the first address added.

   3. Attn: Your name is added by default but can be changed here.

   4. Room: This displays as a required field but can be left blank in your profile. You have the option to add the room number here in your profile or add it on a per requisition basis.

      Click Save when done.

4. Repeat the above steps to add as many Ship-To addresses as you need. The other addresses will be available in the dropdown selection of the requisition.

5. Click on the address to see the details or to make edits.

   1. Click the Default check-box for the one you will use most often.

   2. Click the Save button to save your edits.

   3. You can also delete addresses by selecting them and clicking on the Delete Address button.

6. If your address has changed, or it does not exist in HuskyBuy, you will not find it in your search.

   1. New addresses can be added to HuskyBuy by filling out the Shipping Address Form on the Shopping Home page of HuskyBuy, located in the Internal Request Forms section.

   2. Click on the Shipping Address Form, fill it out, and submit it.

   3. You will be notified when it is in HuskyBuy.

Setting Your Default Accounting Code Favorites

1. If you will be using certain combinations of Account and Object Codes, click on Default User Settings > Custom Field and Accounting Code Defaults.

   1. Click on the Code Favorites tab and select Add.

2. Enter any commonly used combination of accounting codes with or without splits. Give it a Nickname and check whether these will be your default codes or not.

   1. Click Save when done. You can add as many sets of codes that you need.

   2. The account code favorites can be accessed while completing your requisition by editing the codes section or by selecting them as your default here.

3. The example above was saved as Default and named Purchasing Favorite 2. This will be the default set of codes used on a Purchase Requisition (PR).

   1. As you can see here, the accounting codes are added to this PR.

   2. If we had saved multiple sets of codes, they could also be selected by clicking on the Pencil Edit button.

4. In the popup that appears, you can select from your list of code favorites here.

   1. Move your cursor over this screen and you will see the heart icon appear for your favorites.

   2. There is only one in this example, but others would be listed here if you created more favorites.

   3. You can also change the Account number and Object Code directly, if you know what they are.

5. If you have a list of preferred codes set up for your department, you can access that list by clicking the arrow link, under the Account number and Object Codes.

   1. Clicking the arrow will display a drop-down box with the preferred codes you have setup in your profile.

The next section will show you how to set up this preferred list of codes in your profile.

Setting Your Preferred List of Accounting Codes

1. Back in your profile, go to your Default User Settings > Custom Field and Accounting Code Defaults .

   1. Click on the Code tab.

   2. Click on the Edit button for the Account.

2. Click on the Create New Value button to get the Search For Value box.

   1. Enter a value or a description and click Search. (Partial values will work and wildcards are not needed.)

3. Select the correct number from the list by clicking in the check-box and click on the Add Values button.

   1. The selected account number(s) will be added to the box on the left side.

4. Choose the Account Number that you want as a Default and click on it.

5. Select the Default check-box. Click Save.

6. A popup message will appear if there were no problems. And Close the window. Notice the Remove button.

7. The Default account is the only account number shown on this page. Follow the exact same steps for adding the Object Codes, or any of the other codes on the page.

8. Added the Object Codes. Set the Default. Saved. And closed the window.

9. Only the Default values show up on this page.

10. Now when you edit the Accounting Codes in a Purchase Requisition…

11. … and click on the Search Field Arrow in the Account number or Object Code fields, you will see your default code Profile Values preferred list.

Setting a Point of Contact Email and Phone #

1. Back in your profile, go to your Default User Settings > Custom Field and Accounting Code Defaults again.

   1. Click on the Header (int.) tab this time.

   2. A Point of Contact email and phone number can be set here. The procedure for setting both of these is identical. Here are the steps.

   3. Click on the Edit button for Point of Contact email (or phone #).

2. Click on the Create New Value button to get the New Value box.

   1. Enter the email address (or phone number) in the Value field and select the Default check-box if it will be the default. Click Save.

3. The email address (or phone number) is added to the list on the left. Click on the Create New Value button to add more email addresses to be available in a dropdown selection list.

   1. Click the Close button when done.

4. Repeat steps 1 – 3 to add a Point of Contact phone number.

Checking Your Assigned Roles

Click on User Roles and Access > Assigned Roles to see the roles that have been assigned to you.

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