Getting Started

We know that introducing anything new to any organization is never easy. Therefore, every component of k-Purchase has been designed so that the implementation is smooth, unintimidating, and non-disruptive. Our QuickStart Advantage process will facilitate the set-up, training and adoption of your customized k-Purchase Solution. Best of all, we will do almost all the work. There will be very little time required from your side.

No new software, hardware or systems are required because k-Purchase is cloud-based. Your staff will simply access k-Purchase from any internet-connected computer, by logging onto a password-protected site that has been customized specifically for your school.

SET-UP

Your Personal Purchasing Assistant will work with you to lay out a launch plan and timeline.  If you will be using our requisition platform, we will provide tools to gather information about your vendors, buyers, and approvers, as well as the specifics of your purchasing approval process. Your Assistant will then configure the k-Purchase solution to mirror your rules and workflow. Once we have tailored the system accordingly, your Personal Purchasing Assistant will conduct an online session to train your key administrators.

ANNOUNCING YOUR PROGRAM

QuickStart Advantage will make it easy for you to introduce your staff to the many benefits of k-Purchase to the advantages of their wonderful, new, day-to-day reality. Your Assistant will provide materials and easy-to-use email templates, such as the following:

  • Click here for the ‘Welcome’ video, sent in a first email 1-2 weeks before you launch.
  • Click here for the ‘Getting Started’ video, sent in a second email the day you launch.
  • Click here for the PDF of the Welcome Card, with instructions for you to distribute – also on the day that you launch.

TRAINING

QuickStart Advantage includes simple, concise, turnkey training that is targeted to the following user groups:

  • Those authorized to approve purchase orders. We will provide a two-minute how-to video and concise instruction sheet that shows how easy it is to identify requisitions waiting for approval, and then review and respond to them. It is that easy to learn!

Optionally, your Personal Purchasing Assistant will then hold an online session for those who have questions or want additional information.

  • Those who are authorized to submit requisitions. Virtually all of your staff will learn all that they need to know in just 5-10 minutes.  We will provide a series of short how-to videos, as well as instruction sheets that can be printed and kept for reference by each of your staff.  Here are some examples: 

    • Click here for a video on how to create a requisition.
    • Click here for the corresponding instruction sheet.
    • click here for how to use the one-stop shopping instruction sheet.
    • Click here for a video on how to mark an order as received.
    • Click here for the corresponding instruction sheet.
    • Click here for a video on how to view my orders (queue).
    • Click here for the corresponding instruction sheet.

In order to minimize your involvement in supporting your staff, we will provide each team member with the contact information of your Personal Purchasing Assistant, in case anyone needs help or additional information.