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Accepting Electronic Payments for UB Foundation (UBF) Funds in UB Marketplace
Using UB Marketplace, UB Foundation account holders can accept credit, debit and electronic check payments for products and services. UBF account holders can follow the steps on this page to add and manage products in UB Marketplace stores they can access. Non-UBF account holders can use the forms below to set up a UBF account and apply to open a UB Marketplace storefront.
On this Page
What is UB Marketplace?
UB Marketplace is a third-party e-commerce solution allowing departments with individual, distinct storefronts relative to UB.
UB units can use UB Marketplace to accept credit and debit card payments as well as electronic checks (e-checks) for products and services other than academic fees and tuition.
Why Use UB Marketplace?
- Easily list products or services such as event tickets, conference registration, etc.
- Minimize the risk associated with cash receipt collections.
- Utilize SIRI and UB Marketplace reports to review the revenue from transactions.
UB Marketplace cannot be used to collect any Category-1 data except for credit card info.
- A file is transmitted from UB Marketplace to the university’s general ledger daily for bank reconciliation purposes. It is also posted to departmental accounts every 15 days.
- Departments are not required to complete cash receipt transmittals for UB Marketplace transactions.
- The UB Marketplace Orders page provides real-time information regarding payments made via UB Marketplace. You can review individual payments comprising daily or summarized fee deposits for a day or a range of dates.
If your department decides to receive the data electronically, then it is responsible for providing the additional programming required, including any integrations needed for the application.
UB Marketplace Funds
Funds from UB Marketplace are deposited into your UB Foundation account. If you do not have a UBF account, you cannot use UBF's UB Marketplace.
UB Marketplace Setup
Those with an existing UB Foundation account can apply to open a UB Marketplace storefront to list and manage products or services.
Once UBF processes your form, you will receive a notification and a link to register. When you complete the registration, contact UBF so they can assign permissions to your account. UBF will send a confirmation when your permissions have been assigned, and allow you to set up your product or service in UB marketplace.
Add or Edit a Product or Service
- Click Administration at the top of the page to open the left menu.
- Click Catalog to open the dropdown, and then click Products.
- Click Add New to add a new item, or click Edit in line with an item you would like to edit if it already exists.
- Enter your Product info, Price, Shipping, Inventory, Add a new picture and Mappings.
- Click Save and Continue Edit.
First time logging in?
You will need to switch the view from basic to advanced by unchecking Basic.
| Field | Description |
|---|---|
| Product name | Name of your product or event. |
| Short description | A short description of your product. If you would like to format the text, you can enter it in the Full description field, click Tools, then Source Code, copy the source code to the Short description field and clear the Full description field. |
| Published* | This must be unchecked so UB Foundation can program your product to deposit properly into your UBF account before it is published. |
| Product tags | Select the product category provided to you by UBF. |
| Vendor | Choose the vendor group assigned to you by UBF. |
| Allow customer reviews | Consider unchecking this for one-time events. |
| Field | Description |
|---|---|
| Price | Amount to bill the customer for a product. |
| Tax Exempt | Determines whether tax will be charged at checkout. |
| Tax Category | Select an item from the drop-down if you are selling a physical product. |
For information regarding taxable and exempt property and services, see NY Tax Bulletin ST-740.
| Field | Description |
|---|---|
| Shipping | Uncheck this option unless you will be shipping the product. |
| Field | Description |
|---|---|
| Inventory method | Select Track inventory if the number of available spaces or products is limited. |
| Stock quantity | Enter the number of spaces or products available. The product or event will be automatically removed from UB Marketplace if sold out. |
| Display availability | Checking this will allow customers to see how many spaces or products are remaining. |
| Minimum cart qty | Minimum number of products a single customer can purchase. |
| Maximum cart qty | Maximum number of products a single customer can purchase. |
| Not returnable | Checking this will prevent a customer from submitting a return request for this product. |
| Field | Description |
|---|---|
| Upload a File | Click to upload a photo of your product. |
| Alt | A short description of the photo. This field must be filled in for accessibility purposes. |
| Title | Title of your photo. |
Pictures should be 500x500 pixels.
| Field | Description |
|---|---|
| Categories | Select the product category assigned to you by UBF from the dropdown. |
| Vendor | Choose the vendor group assigned to you by UBF. |
Adding a product attribute
Products need a name attribute as the registrant's name may differ from the billing name.
- Click the Products attribute tab.
- Click Add a new attribute.
- Select a name attribute from the Attribute drop-down menu.
- Click Save and Continue Edit.
- Enter the product attribute info.
- Click Save and Continue Edit.
| Field | Description |
|---|---|
| Is Required | Will toggle whether the attribute is required or not. |
| Control type | The type of control for user input. For name attributes, select textbox. |
| Display order | If there will be more than one product attribute, enter a number to choose where in the list the attribute will be displayed. |
Manually Process Credit Cards
Contact Kaity Ross at (716)645-8753, hand deliver or mail the Payment Card Authorization Form below with a UBF Deposit Transmittal Form.
Contact an Expert
Kaity Ross
Program Service Revenue Coordinator
UB Foundation
Phone: 716-645-8753
Email: khross@buffalo.edu