eStore

Shopping carts must be created in the self-service eStore before any commitment is made to suppliers

Ways of creating shopping carts and purchase orders are:

eStore shopping carts

The eStore has entries for all goods and services contracts so users can automatically raise purchase orders.

All the main school catalogues suppliers are included in the eStore. You are strongly encouraged to raise eStore shopping carts because they are from contracted suppliers, who meet our agreed levels of performance, ability to supply, financial viability, insurance, health and safety and other requirements.

Priced items have been included in the eStore catalogue to make ordering as easy as possible. Where this is not possible there are ‘free text’ entries which let you to type in your requirements against a contract.

Note:  Free text entries don’t allow management information to be collected, so should be used only where necessary.

There are videos to help you use shopping carts in the eStore and using free text.

Service shop

Service shop is used to place an order where you’ll receive multiple invoices, but you’re not sure when or how many invoices you’ll receive or what the final value will be for the individual invoices.

Service shop can’t be used for multiple lines, capital expenditure or if you’re shopping on behalf of someone else.

There’s a video to help you use service shop.

Can’t find

You should use ‘can’t find’ when you need to order goods/services and there’s no suitable contract, or a contract exists but the item required isn’t available and there is no 'free text’ entry in the catalogue.

There’s a video to help you use ‘can’t find’

Simple shop

Most goods/services should be purchased using the eStore. Simple shop is an alternative to using ‘Can’t find’ for goods and services that don’t have a contract.  Simple shop can’t be used for capital goods or for shopping on behalf of someone else.

There’s a video to help you use simple shop

Invoicing plans

Invoicing plans are negotiated as a method of payment for some contracts, where the date and value of the payment can be specified in advance.  The owner of the contract decides if a contract is suitable for invoicing plans and makes sure the details are in place with the supplier.  To use invoicing plans raise the order using the form available online

Invoicing plans can only be used with some contracts, so if you’d like to raise an invoicing plan and aren’t sure if you can use them with your suppliers, contact corporateprocurement@oxfordshire.gov.uk

Choosing the right way of buying

Some contracts specify the type of order to be raised.  Where there’s no specified method, the purchasing guidance tool will help you decide which way of buying to choose.

Raising orders

Purchase orders (POs) are needed to let suppliers know what we require. It’s important to create the order so that suppliers know what our expectations for the delivery are.  They also let the supplier know what PO to include on their invoices.

The format of the purchase order depends on how you want to receive the goods/services and how you expect the invoice to be broken down.  Where there are catalogues in the eStore, the self-service system will guide you through the order.  If you use a locally-sourced supplier, that’s not subject to a corporate contract, you should use the quotation from the supplier to guide the layout of the purchase order.

The following information will be required on the PO:

  • Description: this should have enough information for the supplier to know what you want and how you want it.  When you raise orders from the catalogue or through ‘can’t find’, only the ‘vendor text’ will be printed on the purchase order, so please ensure you add your requirements to the vendor text field.
  • Price: the actual price as per the contract or quote, or an approximate cost for some services or multiple delivery orders.
  • Quantity (not in service shop): you don’t have to have the whole quantity in one go, examples of multiple delivery orders are given below.
  • Delivery date: use this to let the supplier know when goods or services are required.  An e-mail reminder will be generated and sent to the shopper two days after this date, if the goods receipt hasn’t been entered into the system
  • Product categories (previously known as material groups):  these drive coding and reporting. To find the right category use the search facilities available when you raise a shopping cart or view the list of product categories (xlsx format, 38Kb)
  • The format of the purchase order will depend on how the goods/services will be received and how the invoice will be broken down.  If the purchase order is laid out in the same format as the invoice, the invoice can be processed more easily.

Multiple delivery orders

Orders for multiple deliveries can be used to save work but it’s important you choose the most appropriate method.

  • If there are regular invoices for the same amount use the eStore to raise a single line with a quantity that represents the number of invoices to be received.
  • If the values are known in advance, but are variable, use the eStore to raise multiple lines with a line for each invoice.
  • If multiple deliveries are needed, but the actual dates are not know, use eStore or service shop.

Capital purchases

If you’re making a capital purchase then you need to place your order using eStore or ‘can’t find’.

Copying shopping carts

If you need to copy a previous order you can do this by copying shopping carts and updating the previous text and coding.

There's a video to help you copy a shopping cart

Emergency orders

An emergency order is only for genuine items which are needed immediately. They should only be used when there’s a risk to a person or property and when a purchase order can’t be raised before the goods are delivered or service carried out.

  • A purchase order has to be raised as soon as possible after the event
  • A note stating that the order has been placed verbally, and goods/services have been received, should be added to the purchase order. Example text: ‘This order is a confirmation of <description> carried out on <date> and is provided for the purpose of quoting a purchase order number on the invoice.  Please do not resupply’.
  • When verbally requesting goods or services from a supplier, make it clear they should wait to receive the purchase order before sending an invoice, as they have to include the PO number on their invoice or it won’t be paid.