Create or Change Account Defaults and Favorites

Before using SmartBuy Plus, it is helpful to set up default ship-to and bill-to addresses, along with adding frequently used account codes to your profile.

Address Defaults

1. Begin by selecting ‘View My Profile’ from the drop-down menu next to the user name in the upper right-hand corner of the SmartBuy Plus homepage.
2. Select ‘Default Addresses’.
3. Under ‘Shipping Addresses’, choose Clark University. The ‘Edit Selected Address’ box will open.
4. Use this section to configure the editable fields for the selected address.
   Please note that BOLD fields are required at checkout. If you choose not to enter a default value for one of these fields in your profile, the system will require that you provide one at each checkout.
5. In this section, the ‘Nickname’ box is optional. Use this field to assign a personalized “nickname” for the selected address. This nickname can be any unique name or code that will help you identify the full address associated with this name.
6. Enter the correct receiving contact next to Attn: and the appropriate ship-to location next to Bldg/Rm/Flr: If your building address is the same as a street address (for example 151 Woodland Street), use the number and street as the building name but don’t include “street”, “road”, etc. (in the example, use “151 Woodland”)
7. When completed, check the Default box and save. This information will appear automatically the next time you make a purchase with SmartBuy Plus.
8. When setting the default bill-to address, simply assign a nickname if preferred and check the default box. The Accounts Payable address is pre-loaded into this setting.
9. Click the ‘Save’ button.

Accounting Codes

1. Under My Profile, choose ‘Custom Field and Accounting Code Defaults’.
2. Select the ‘Codes’ tab.
3. This tab is used to set default Fund, Organization and numbers. While you can set a default account code, it is strongly recommended
4. Select ‘Edit’ next to the Field Name being assigned a default code.
5. Select ‘Create New Value’.
6. Either type in the known default code or, if unknown, enter criteria and select Search to see results meeting the selected criteria. To see all values (up to 4000) simply select Search.
7. Check the box next to the desired value. Select ‘Add Values’ and this value will appear in the box to the left.
8. Select the newly added value, check the Default box on the right and select ‘Save’.
9. Hit the ‘Close’ button and the newly added value will appear as a default value.

Code Favorites

Use Code Favorites for quick access to accounting code combinations saved to your profile during checkout. You may create a new Code Favorite by clicking the “Add” button and entering a commonly used combination of accounting codes with or without splits. Code Favorites are accessed during checkout by editing the codes section or by selecting it as your default accounting codes in your profile.