Pepperdine Technology Procurement

A Pepperdine CDW-G account is appropriate for Pepperdine employees who regularly purchase computers for their team, department, or school. Most faculty and staff members do not need a Pepperdine CDW-G account because another person in their school or department handles these purchases on their behalf.

Eligibility requirements include:

• Must request an account through the Pepperdine CDW-G Account Request Form. Do not sign up for a standard CDW-G account, and do not use the "Create Account" process from the Pepperdine CDW-G portal. Accounts created on the CDW-G site do not meet University Financial Policies' requirements, will not be associated with our Pepperdine organization, and will not receive our benefits and discounts. Use the aforementioned request form link instead.
• Must be associated with an active employee's Pepperdine email address (not a departmental or group email).
• Must be an eligible purchaser (e.g. is already an approved Pepperdine University credit card holder or is a PeopleSoft Finance requestor).
• The user-selected password must be unique and cannot repeat their Pepperdine NetworkID password. See mypassword.pepperdine.edu.
• Must be used for University-owned equipment or business purposes, not personal purchases or ineligible items per University Financial Policies.

If you are unsure whether you should request a Pepperdine CDW-G account, consult with your supervisor or your department/school's Major Area Budget Manager.

Please refer to the requirements in the previous FAQ item to see if you are eligible. If eligible, use the "Pepperdine CDW-G Account Request" form.

For reference, Pepperdine's institutional account # 419475 will be listed on all quotes, invoices, and transaction receipts made with an official Pepperdine CDW-G account.

Do not sign up for an account on the CDW-G website! A self-created account on the CDW-G website does not meet University Financial Policies' requirements, will not be associated with our Pepperdine organization, and will not receive our benefits and discounts. Again, use the request form mentioned earlier.

If your request is approved, the process can take 3-5 business days for review and account creation.

Once created, you will receive an email from our CDW-G account representative with your Pepperdine CDW-G account credentials. Visit cdwg.com/pepperdine and select "Sign In" at the top right. Use your new account credentials to access the site.

If you already have a Pepperdine CDW-G account, simply visit the Pepperdine CDW-G Portal and select "Sign In." On this page, use the "Forgot Password?" link and follow the on-screen instructions.

You have a new Pepperdine CDW-G account. To be more efficient when you place orders, consider entering your delivery address with your personal profile account. Saving this information with your personal profile (versus during the checkout process) will keep this information private to your profile only.

NOTE: A "Personal" address or credit card payment method will be private to your account. An "Organizational" address or payment method will be available to all Pepperdine University CDW-G users.

1. Visit cdwg.com/pepperdine.
2. Select "Sign In" and enter your Pepperdine CDW-G account credentials (your Pepperdine email and your CDW-G password).
3. Select "Account" at the top right and choose "Go to My Account."
4. In the left navigation, choose "Account Settings" and then "Profile and Preferences."
5. To set your delivery address:
   • Select the "Shipping - Address Book, Restrictions and Shipping Accounts" accordion.
   • Choose the "Address Book" accordion.
   • Select the "Add Address" button to enter a personal address (e.g. to deliver to your campus or remote office).
   • Complete the form. If this is the address you wish to always use, choose "Set as Default." If you purchase equipment for multiple people at different locations, avoid setting a default address.
   • Choose "Save" when done.
6. To add a payment method:
   • Select the "Billing - Address, Saved Payment Methods and Restrictions" accordion.
   • Choose the "Saved Payment Methods" accordion.
   • Select the "Add New Credit/Debit Card" button.
   • Enter a nickname (if you manage multiple cards for the department, give each a unique name).
   • Enter the card information.
   • Verify that the "Personal" option is pre-selected.
   • If you only purchase with this single payment card (and you will never pay for something using another person's University credit card), you may select the "Make this card my default payment method" option.
   • Select the box for "I am not a robot" (if presented).
   • Select "Save" when done
   • Verify that your "Personal" payment method now displays in the table.
7. Done!

If you are receiving email marketing communications from CDW-G, you may opt-out through your account preferences.

1. Visit cdwg.com/pepperdine.
2. Select "Sign In" and enter your Pepperdine CDW-G account credentials (your Pepperdine email and your CDW-G password).
3. Select "Account" at the top right and choose "Go to My Account."
4. In the left navigation, choose "Account Settings" and then "Profile and Preferences."
5. Select the "Communications - Email and Direct Mail" accordion.
6. Select the "Unsubscribe from All" option. (The "No" option should be selected for everything.)
7. Scroll down and select the "Save" button to finish.

Once you have your Pepperdine CDW-G account, do the following:

1. Visit cdwg.com/pepperdine.
2. Select "Sign In" at the top right.
3. Enter your Pepperdine email address as your username.
4. Enter your CDWG account password (which should not be the same as your Pepperdine University NetworkID password; refer to our Pepperdine password standards).
5. You will see the Pepperdine CDW-G portal home page.

Once you are logged into the Pepperdine CDW-G purchasing portal, locate the left navigation. You will see options like:

• "Featured Dell"
• "Featured Apple"
• "Computer Monitors and Displays"
• And other categories.

Select the appropriate option and review the available choices. For Dell systems, "CTO" stands for "Custom to Order." These options allow you to customize the system to desired specifications. Customization is appropriate for positions with special duties like video editing, graphic design, or similar duties. Please be good stewards of University resources and purchase equipment, options, and accessories appropriate to the position.

If you are not seeing options that meet your needs, you may also search for computer equipment via the "Search" option at the top of the page.

If you have any questions or need purchasing advice, please speak with your school or department's technical support group or call Tech Central at 310.506.4357 for guidance.

If you have selected your desired equipment and saved your items to your cart, you are ready to complete your purchase.

1. Select the "Cart" icon at the top right.
2. From the resulting menu, choose "Checkout."
3. Shipping Address
   • If you saved your preferred address, it will display by default.
   • If another Pepperdine address displays or you need to specify the person receiving the equipment at the existing address, choose "Edit" and/or "Change Saved Shipping Address."
     • When changing a saved address, choose the campus from the drop-down menu (e.g. West LA, Irvine, Malibu, etc.) and select "Edit." Important: Add the recipient's name in the "Recipient Contact Information" boxes. Failure to specify the recipient will result in significant delivery delays.
     • If the address is for a remote worker or a non-Pepperdine campus location, select "New Shipping Address" and enter the appropriate details. Note: Do not save the address because it will be saved for everyone at Pepperdine, not your personal address book. You would add a personal address through your account preferences (see the section "Pepperdine CDW-G Accounts" and "First-time Tips: Set your delivery address and payment").
   • Select "Continue" when ready.
4. Shipping Method
   • Select the Delivery method. Barring an emergency, choose the free option. For any expedited shipping, you must get approval from your supervisor or your department/school's Major Area Budget Manager.
   • Remember, products with shipping lead times (e.g. 4-6+ days) or that are back ordered will not ship faster with next-day shipping options.
   • Select "Continue" when ready.
5. Billing and Payment
   • Choose the Billing Address. Most Pepperdine credit card holders will choose the Accounts Payable Malibu address (e.g. 24255 Pacific Coast Hwy, attn: ADP Accounts Payable, etc.) even if they work at another campus or remotely.
   • For Payment Method, most will select "New Credit/Debit Card" and enter their Pepperdine University credit card information. If you saved your payment method in your personal preferences, you may choose "Saved Payment Methods" and select your personal payment option. (Please do not choose another person's method if they mistakenly saved their card for the entire organization rather than personal.)
   • Do not store payment methods through the Checkout process! Any payment saved during Checkout will be available to all Pepperdine University CDW-G users, not just you. If you want to save a personal payment method, you will do so in advance through your account preferences (see the section "Pepperdine CDW-G Accounts" and "First-time Tips: Set your delivery address and payment").
   • In the Billing section, the "Additional Details" are meant for Purchase Orders and can be skipped.
   • Select "Continue" when ready.
6. Additional Information
   • (Optional) You may enter the Quote/Order source information if desired.
   • Select "Review Your Order" when ready.
7. Review your Order Summary and verify the correct shipping, billing, and payment information.
   • Please do not select the box to save your order details for future purchases. Instead, you may enter a personal address and payment method via your account preferences (see the section "Pepperdine CDW-G Accounts" and "First-time Tips: Set your delivery address and payment").
   • To make changes, select "Edit" next to the appropriate section.
8. When ready, select "Place Order" to complete the purchase.

If you plan to purchase equipment by purchase order (PO), the general process is:

• You will create a quote for the equipment via the CDW-G portal
• You (or your department's requestor) will then create a PeopleSoft requisition request and attach the quote as part of the documentation
• If approved by the multiple levels of approvers, then Finance's Purchasing department will generate the PO and communicate with CDW-G
• CDW-G will create the order for the PO and attach the appropriate person (usually the person who generated the original quote) as the customer

To create a quote, you will search for and add the desired equipment to your cart in the CDW-G portal. Once you have saved all of your items to your cart, you are ready to save the quote.

1. Select the "Cart" icon at the top right.
2. From the resulting menu, choose "View Cart" (do not select "Checkout").
3. In the "Order Summary" box of the cart, select "Quote." You will be generating a quote that can be used to requisition the equipment in PeopleSoft.
4. Shipping Address
   • If you saved your preferred address, it will display by default.
   • If another Pepperdine address displays or you need to specify the person receiving the equipment at the existing address, choose "Edit" and/or "Change Saved Shipping Address."
   • When changing a saved address, choose the campus from the drop-down menu (e.g. West LA, Irvine, Malibu, etc.) and select "Edit." Important: Add the recipient's name in the "Recipient Contact Information" boxes. Failure to specify the recipient will result in significant delivery delays.
   • If the address is for a remote worker or a non-Pepperdine campus location, select "New Shipping Address" and enter the appropriate details. Note: Do not save the address because it will be saved for everyone at Pepperdine, not your personal address book. You would add a personal address through your account preferences (see the section "Pepperdine CDW-G Accounts" above and "First-time Tips: Set your delivery address and payment").
   • Select "Continue" when ready.
5. Shipping Method
   • Select the Delivery method. Barring an emergency, choose the free option.
   • Remember, products with shipping lead times (e.g. 4-6+ days) or that are back ordered will not ship faster with next-day shipping options.
   • Select "Continue" when ready.
6. Billing Information
   • Choose the Billing Address. Since this is a Purchase Order, only select the Accounts Payable Malibu address (e.g. 24255 Pacific Coast Hwy, attn: ADP Accounts Payable, etc.) even if you or the recipient works at another campus or remotely.
   • In the "Additional Details" section, enter a meaningful description for this order. Space is limited, so consider NetworkID or last name, campus abbreviation, and a brief description of equipment (e.g. "JDOE12-WLA123-DellPrec5570").
   • Select "Continue" when ready.
7. Review your Quote Summary and verify the correct shipping, billing, and equipment details.
   • Please do not select the box to save your order details for future purchases. Instead, you may enter a personal address and payment method via your account preferences (see the section "Pepperdine CDW-G Accounts" above and "First-time Tips: Set your delivery address and payment").
   • To make changes, select "Edit" next to the appropriate section.
8. When ready, select "Request Quote" to save the quote.
9. You will receive an email with your quote. You may use this quote to submit a requisition in PeopleSoft (or forward the quote information to the appropriate requestor in your department).
10. Once Purchasing receives your purchase requisition, they will generate a Purchase Order (PO) and submit the Purchase Order to CDW-G on your or your department's behalf. CDW-G will then place the order and process it for shipment.

Please refer to University Finance's Purchasing Requisitions documentation to learn more about purchase order processes.

There are a few ways to locate an existing order or quote.

1. Account Menu: Select the "Account" menu at the top right and then select the appropriate option, such as "All Orders" or "All Quotes."
2. Pepperdine CDW-G Portal Home Menu: When signed into the Pepperdine CDW-G purchasing portal, locate the left menu. From the menu, select "Order Management" and then choose either "Orders" or "Quotes."

Yes, all systems must be initially shipped to one of the four Pepperdine Southern California campuses (Malibu, West LA, Irvine, or Calabasas). Choose the campus where the purchasing school or department resides, and specify the Recipient as the remote or off-campus employee.

Once delivered to the SoCal campus, Tech Central will coordinate with the purchaser to prepare the setup of the machine. After the initial setup is complete, Tech Central will deliver the machine to the purchaser or their department/school. At that point, the purchasing school or department will ship the computer to the final recipient. 

Once you have received your device, please fill out the Computer Setup form to request the setup of your device. A Tech Central technician will be assigned to your request to set up a profile, download any required software, and grant print access to your device. The setup typically takes 2-3 days. Once complete, the technician will reach out to you and return your device for use.

While it is best for you to wait for the computer equipment to arrive at the delivery campus, you can complete the Computer Setup request form after you order the equipment.

To complete the form, you will need either the Serial Number (Apple) or Service Tag (Dell) of the new computer. This information can be found on the CDW-G order confirmation of the computer. Please select a Setup Date some time after the expected delivery date for the order.

Yes. All University-owned systems must be officially registered with the University, configured to meet security requirements, and include centrally managed software.

Yes. All computer systems must include device management and security configurations to meet University policies. Tech Central will consult with you about the purpose and destination of the computer equipment, and the setup will take special conditions into account.