Gateway Training Series
New to Gateway or just need a refresher? These classes are highly recommended for staff working in department procurement roles.
Click a class name from the following list to view the schedule and register for upcoming sessions at the UCSB Learning Center.
- Gateway 101: This class provides an introductory overview of the Gateway e-Procurement system. Topics include placing an order, approval routing, invoice status, User Profile management, supplier search, and helpful tips.
- Gateway Forms: The second class in the Gateway series focuses on the many types of forms in our e-Procurement Gateway system. Topics include Vendor Blankets, Contracts, Change Orders, Walk-In, Confirming, FlexCard, and others.
- Gateway Receiving & Reporting: The third class in the Gateway series focuses on the Receiver role and reporting. We will walk you through how and when to receive, briefly discuss invoices, and cover how to search for POs that need receipts, invoices, and more.
Additional Training Resources
Gateway Form Requests - Enhanced User Interface Notes - Release 26.1 (03-30-26) (PDF)
Gateway Supplier Search - New Experience (07-02-24) (PDF)
Amazon Business Punchout Access Issue Resolution Guide (PDF)
How to Shop and Create an Order (11-14-25) (PDF)
How to Approve via Email (PDF)
How to Add an Off Campus Ship-to Address on a Requisition (01-21-25) (PDF)
Gateway Commodity Account Codes Mapping (rev. 9/25/25) (PDF)
Gateway and GMC Glossary (PDF)
Gateway 101 Classroom Notes (rev. 11/14/2025) (PDF)
Gateway Forms Classroom Notes (rev. 12/12/25) (PDF)
Gateway Receiving Classroom Notes (rev. 12/12/25) (PDF)
Gateway Vendor Blanket Search/Export Guide (rev. 8/26/21) (PDF)
Gateway Reporting Guide (PDF)
Gateway Tips & Tricks (PDF)