{"id":101,"date":"2026-03-06T10:37:13","date_gmt":"2026-03-06T15:37:13","guid":{"rendered":"https:\/\/www.clarku.edu\/business-and-financial-services\/?page_id=101"},"modified":"2026-03-09T10:22:53","modified_gmt":"2026-03-09T14:22:53","slug":"user-profile","status":"publish","type":"page","link":"https:\/\/www.clarku.edu\/business-and-financial-services\/operations-services\/purchasing\/smartbuy-plus\/training-topics\/user-profile\/","title":{"rendered":"User Profile"},"content":{"rendered":"\n
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Create or change account defaults and favorites<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

Address defaults<\/summary>\n
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  1. Begin by selecting \u2018View My Profile\u2019 from the drop-down menu next to the user name in the upper right-hand corner of the SmartBuy Plus homepage.<\/li>\n\n\n\n
  2. Select \u2018Default Addresses\u2019.<\/li>\n\n\n\n
  3. Under \u2018Shipping Addresses\u2019, choose Clark University<\/strong>. The \u2018Edit Selected Address\u2019 box will open.<\/li>\n\n\n\n
  4. Use this section to configure the editable fields for the selected address.
    Please note that BOLD<\/strong> 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.<\/li>\n\n\n\n
  5. In this section, the \u2018Nickname\u2019 box is optional. Use this field to assign a personalized \u201cnickname\u201d 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.<\/li>\n\n\n\n
  6. Enter the correct receiving contact next to Attn:<\/strong> and the appropriate ship-to location next to Bldg\/Rm\/Flr: <\/strong>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\u2019t include \u201cstreet\u201d, \u201croad\u201d, etc. (in the example, use \u201c151 Woodland\u201d)<\/li>\n\n\n\n
  7. When completed, check the Default box and save. This information will appear automatically the next time you make a purchase with SmartBuy Plus.<\/li>\n\n\n\n
  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.<\/li>\n\n\n\n
  9. Click the \u2018Save\u2019 button.<\/li>\n<\/ol>\n<\/details>\n\n\n\n
    Accounting codes<\/summary>\n
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    1. Under My Profile<\/strong>, choose \u2018Custom Field and Accounting Code Defaults\u2019.<\/li>\n\n\n\n
    2. Select the \u2018Codes\u2019 tab.<\/li>\n\n\n\n
    3. This tab is used to set default Fund, Organization and numbers. While you can set a default account code, it is strongly recommended<\/li>\n\n\n\n
    4. Select \u2018Edit\u2019 next to the Field Name being assigned a default code.<\/li>\n\n\n\n
    5. Select \u2018Create New Value\u2019.<\/li>\n\n\n\n
    6. Either type in the known default code or, if unknown, enter criteria and select Search <\/strong>to see results meeting the selected criteria. To see all values (up to 4000) simply select Search<\/strong>.<\/li>\n\n\n\n
    7. Check the box next to the desired value. Select \u2018Add Values\u2019 and this value will appear in the box to the left.<\/li>\n\n\n\n
    8. Select the newly added value, check the Default box on the right and select \u2018Save\u2019.<\/li>\n\n\n\n
    9. Hit the \u2018Close\u2019 button and the newly added value will appear as a default value.<\/li>\n<\/ol>\n<\/details>\n\n\n\n
      Code favorites<\/summary>\n

      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 \u201cAdd\u201d 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.<\/p>\n<\/details>\n\n\n\n

      Create or Change Default Address<\/h2>\n\n\n\n

      Before using SmartBuy Plus, it is helpful to set up default ship-to and bill-to addresses. The ship-to address can be changed at the time the order is placed in the event you need to override the default.<\/p>\n\n\n\n

      Ship to address<\/summary>\n
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      1. Begin by selecting \u2018View My Profile\u2019 from the drop-down menu next to the user name in the upper right-hand corner of the SmartBuy Plus homepage.<\/li>\n\n\n\n
      2. From the menu on the left of the screen (appears under your name) select \u201cDefault User Settings\u201d and then \u201cDefault Addresses\u201d<\/li>\n\n\n\n
      3. Select the \u201cShip To\u201d address tab (if not already selected).<\/li>\n\n\n\n
      4. Click on the blue \u201cSelect Addresses for Profile\u201d button.<\/li>\n\n\n\n
      5. Click on the select list next to \u201cSelect Address Template\u201d.<\/li>\n\n\n\n
      6. Choose Clark University<\/strong>. The \u2018Edit Selected Address\u2019 box will open.<\/li>\n\n\n\n
      7. Use this section to configure the editable fields for the selected address.
        Please note that BOLD<\/strong> 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.<\/li>\n\n\n\n
      8. Enter the appropriate ship-to location next to Bldg\/Rm\/Flr: <\/strong>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\u2019t include \u201cstreet,\u201d \u201croad,\u201d etc. (in the example, use \u201c151 Woodland\u201d).<\/li>\n\n\n\n
      9. When completed, check the \u201cDefault box\u201d (if not checked already) and click on the blue \u201cSave\u201d button.<\/li>\n\n\n\n
      10. This information will appear automatically the next time you make a purchase with SmartBuy Plus.<\/li>\n<\/ol>\n\n\n\n
        \"screen<\/figure>\n<\/details>\n\n\n\n
        Bill to address<\/summary>\n
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        1. Click the \u201cBill To\u201d tab.<\/li>\n\n\n\n
        2. Click on the blue \u201cSelect Addresses for Profile\u201d button.<\/li>\n\n\n\n
        3. Click on the select list next to \u201cSelect Address Template\u201d<\/li>\n\n\n\n
        4. Choose Clark University<\/strong>. The \u2018Edit Selected Address\u2019 box will open.<\/li>\n\n\n\n
        5. You do not need to make any changes at this point \u2013 just click the \u2018Save\u2019 button.<\/li>\n<\/ol>\n<\/details>\n<\/div>\n\n\n\n