System Requirements and Browser Compatibility

System Demos

• Search
• Product Comparison
• Wish List

TXSmartBuy Basics

The TxSmartBuy Basics Demo videos provide a high level overview of the basic functionalities of the Texas SmartBuy System as well as information regarding the tools and resources available to assist in using the system.

View the complete list of Topics Covered in Demo Videos [PDF, 27K]

• Part I

  Topics Covered

  • What is TxSmartBuy?
  • TxSmartBuy Tools and Resources
  • Searching in TxSmartBuy
    • My Settings
    • Catalog Tabs
    • How to search for an item
  • Creating a Favorites Search
• Part II

  Topics Covered

  • Search Results Page
    • Search within Results
    • Narrow Search Results
    • Exporting Search Results
    • Comparing Items
    • Adding items to Cart
      • Selecting product options
  • Saving and Retrieving a Shopping Cart
  • Quick Order
• Part III

  Topics Covered

  • Adding Quotes or Charges
  • Completing the Checkout Process
    • Adding header-level notes and attachments
    • Adding line-level notes and attachments
  • Viewing a Requisition
• Part IV

  Topics Covered

  • Modifying a Purchase Order
  • Cancelling a Purchase Order line item
  • Cancelling a Purchase Order
  • Searching and Viewing Online Purchase Orders on the Statewide Contractor Reporting Dashboard

Purchaser Demos

• View, Modify and Cancel PO (MP4, 6MB)
• Multiple POs (MP4, 4MB)
• Favorites (MP4, 5MB)
• Completing a Purchase Order (MP4, 7MB)
• Quote Orders (MP4, 7MB)
• Rental and Leases (MP4, 6MB)
• Search View by Supplier or Categories (MP4, 11MB)
• Purchase Order Attachments (MP4, 4.2MB)
• Quick Order (MP4, 2.6MB)
• Delivery Destination (MP4, 4.3MB)
• Add a Note to Supplier (MP4, 2.6MB)

System User Guides

• TxSmartBuy Basics Training Guide
  (PDF, 3.8MB - Last Updated 6/27/12)
• Search System Guide for All Employees
  (PDF, 4MB - Last Updated 6/27/12)
• Purchaser Guide
  (PDF, 9.4MB - Last Updated 01/17/12)
• Purchase Orders Plug-in: Installation Instructions
  
• Disable JRE Auto Update
  (PDF, 155KB Last Updated 7/02/12)
• Road Aggregate Guide
  (PDF, 381KB Updated 04/18/11)
• Fleet Vehicle Guide
  (PDF, 307KB Updated 04/18/11)
• Equipment Rental and Lease Renewal Guide
  (PDF, 377KB Updated 04/18/11)
• Cancel POs and Line Items
  (PDF, 1.4MB Updated 10/18/11)
• Delivery Date
  (PDF, 475KB Updated 6/27/12)
• Lease and Rental
  (PDF, 168KB Updated 04/18/11)
• Punchout
  (PDF, 593KB Updated 6/27/12)
• Contract Number View
  (PDF, 99KB Updated 6/27/12)
• Purchase Order Change Notice
  (PDF, 331KB Updated 07/05/11)
• Xerox Punchout Instructions
  (PDF, 487KB Updated 07/27/12)

Frequently Asked Questions (FAQs)

• State Agencies and CO-OP members
• TXMAS Contractors

General Information for Vendors

• System Overview
• Register as a Texas Vendor (Centralized Master Bidders List) to receive bid opportunities
• Apply for HUB Certification

TxSmartBuy Contractor Tools

• System Demo for Vendors
• Contractor Webinar - What is Expected from TxSmartBuy Contractors (.mp4, 54MB - Last Updated 8/06/09)
• TxSmartBuy Contractor Webinar Questions and Answers (PDF, 368K - Last Updated 8/18/09)

System Tools

• System Contractor Guide (PDF, 3MB - Last Updated 6/27/12)
• Contractor Catalog Template (.xls, 98KB - Last Updated 08/27/09)
• Contractor Catalog Punchout Information (PDF, 356K - Last Updated 3/29/10)

Reporting Tools

• Contractor Reporting Tool
  (login to MyCPA - CMBL/HUB area)
• Go to reporting template download page (Last Updated 08/12/10)
• Reporting Overview
• Reporting Help, Guide and FAQs