Account Registration Process
For staff and faculty members with purchasing authority who would like access to the Amazon Business account, there are two ways in which you can be invited:
Ask your supervisor for an invitation
Reach out directly to Finance (freemanj2@spu.edu)
Once you have received an invitation through your SPU email, click the orange "Join Amazon Business" button to enter the account. If you have already used your SPU email for a personal Amazon account, then follow the steps in this Registration Roadmap to transfer your personal account to a different email address. Once you complete these steps, you will be automatically sorted into your department's Amazon group.
How to Place an Order
Once you have selected an item and placed it in your cart, click on your cart and proceed to checkout. Once you arrive at checkout, you must complete the following steps:
Select the group you wish to purchase from (i.e., Athletics)
Complete the Business Order Information
Choose a Shipping Address
Choose a Payment Method
Review Items and Shipping
Reports & Business Analytics
Business Analytics is a tool that gives our faculty and staff the ability to create and download reporting on any purchasing inquiries.
Account Admins are required to review their department’s expenditures on a monthly basis, so it
Here is a step-by-step process for building a basic order history report:
Select “Business Analytics” under the account details listing
Click on “Orders” under the Reports tab
Click on “Organization Specific Info” under “Adjust Columns”
This step ensures that the SPU-unique accounting information is included in your report. Here is a key for the custom fields under Organization Specific Info:
Amazon Business Organization Specific Info Key | |
Custom Field 1 | Fund |
Custom Field 2 | Org |
Custom Field 3 | Account |
Custom Field 4 | Activity Code |
Custom Field 5 | Business Purpose |
Custom Field 6 | Is this a Grant Purchase (Yes / No) |
Select the time range of your report under the “Time Period” field
Press the orange “Generate Report” button to download your report to excel
For other questions related to Business Analytics, please consult this Business Analytics guide or contact Finance.
Student Purchases
Students are not allowed to join the Amazon Business account or make purchases on behalf of a faculty or staff member. If you have a student who needs to make an Amazon purchase with SPU funds (i.e., Resident Advisor or ASSP club member), then Finance requests that you use the “list” function to ensure that all purchases are ultimately approved and completed by a staff or faulty member with purchasing authority.
How to Create a List (For Students)
Here is a step-by-step process for students who wish to create a list:
Hover over your name and select “Create a List”
Click on the yellow “Create a List” button
Name your list
Example: Finance Office Supplies
Once you have created your list, you will be directed to this screen. After this process is completed, you can begin adding items to your list.
Add items to your list
Your lists will appear underneath the far right column (the bottom right corner of the image below)
Once you add an item to your list, you will be prompted to view your list or continue shopping. Once your list is complete, click “view your list”
Invite your supervisor to your list
Once you have created your list, you can send the list to your supervisor by clicking on “view and edit”
Click on the yellow “Create your profile” button
Click the yellow “submit” button
Return to your published list
Click on “Copy Link”
At this step, you can copy a published link and send it to your supervisor.
How to Approve a List (For Faculty/Staff)
Here is a step-by-step process for faculty or staff member who receives a list from a student:
Open email invitation link
Click the yellow “Accept and join the list” button
Click the yellow “Add all to Cart” button
Click the yellow “Proceed to Checkout” button
Complete the “How to Place an Order” steps (See table of contents)
For other questions related to Student orders, please contact Finance.
Table of Contents
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