Supplier Training Visual Guide

Transcription

1 Supplier Training Visual Guide

2 Course Agenda Log in as a Supplier RFx Response 2

3 Course Objectives Learn to respond to a RFx and access the contract agreements. 3

4 Here are some key terms you ll want to remember Term Definition Workflow Short/Free Text FAQ Process by which documents routes to inboxes Item/Service description in one s own words Frequently asked Questions 4

5 Let s Get Started!!! 5

6 Supplier Training Visual Guide 6

7 with the Login Credentials 1. Once you receive your personal log in information, click on the link in the . 7

8 Login Page 1. Enter your user name and password. 2. Then click Log On. 8

9 Changing the Password 1. The system will prompt you to change your password from the temporary one issued when you are logging in for the first time. 9

10 Supplier Training Visual Guide 1. You will get the Terms and Conditions page after login. 2. Read the terms and click Accept. 10

11 Workbench of the Supplier 1. Important events like RFx, MA, etc. will appear in this box. 1. The alerts, for example if an RFx is considered for contract, will appear in this box. 1. The RFx along with its status will appear in this box. 11

12 Supplier Response to an RFx 12

13 Supplier Response to an RFx 1. Click on RFX. 13

14 Supplier Response to an RFx 1. Select the RFx from the list. 14

15 Supplier Response to an RFx 1. Click on the RFX response. 15

16 Supplier Response to an RFx 1. Select Intend To Respond radio button IF this box appears. 1. Note: this will appear based on buyer discretion when they created the RFx. 16

17 Supplier Response to an RFx 2. You can click on the Header, Schedule, and Information tabs to review the information provided. 1. You can click on the Attachments tabs to review any additional documentation provided with the RFx. 3. You can enter a short message in the Cover Page comments section OR place a longer response in an attachment. 17

18 Supplier Response to an RFx 1. Click Questions tab. 2. Select from the title to answer all of the questions. 3. Click on Save. 4. Click Done. 18

19 Supplier Response to an RFx 1. Click Line Items tab. 2. Fill in the price for the line items. 3. Click Save. 19

20 Supplier Response to an RFx A list of line items can be exported and then have the price, lead time, and questions filled in. Note: Users can unprotect the workbook to expand files or copy and paste into a new document, but you must NOT delete any columns when you reimport the file. 1. Click on the Line Items tab. 2. Click on the material/service in blue. 3. Fill in the lead time value. 4. Click Save. 20

21 Supplier Response to an RFx 1. Click on the Line Items tab. 2. IF you are responding with scale pricing, click the blue icon under Scales. 21

22 Supplier Response to an RFx 1. Fill in the correct scale pricing. 2. Click Save. 22

23 Supplier Response to an RFx 1. Click on Actions. 2. Select Export RFx from Excel. 3. Click the link to download the document. 4. Click Open. 5. Go to the Line Items tab. 6. Fill in columns P and DL if anything other than 1 7. Note: Lead Time is column DZ. 8. Click File > Save As. 9. Click Import Line Items. 10. Click OK to Save. 11. Click the Picker Button for uploading document. 12. Click Open. 13. Click Next. 14. Click Next a second time. 15. Click Finish. 23

24 Supplier Response to an RFx 1. Click the Discussions tab. 2. For any questions you may have, type in the free text box and the question(s) will be sent to the Purchaser. 1. Click New Message. 2. Type in a Subject. 3. Enter question to be sent to the Purchaser. 4. Add an attachment if needed. 5. Click Finish. 6. Click Finish again. 7. Then click Finish a third time. 3. Click Save. 24

25 Supplier Response to an RFx 1. Select Submit. 2. Click Final Response. 25

26 Supplier Response to an RFx 1. NOTE: This is a confirmation that the RFx is final and no changes can be made once the Final Response is submitted. 2. Click OK to process or Cancel to not proceed. 26

27 Supplier Review of Contract 27

28 Supplier Review of Contract Supplier reviews the contract 1. Login with your credentials. 28

29 Supplier Review of Contract 1. Click Contracts tab. 29

30 Supplier Review of Contract 1. Click CT Master Agreement. 30

31 Supplier Review of Contract 1. Select the document from the Contract Documents tab. 31

32 Supplier Review of Contract 1. Go to Actions. 2. Select Check Out. 3. Click OK. 32

33 Supplier Review of Contract 1. Click on the file file to to download the file.. the file. 33

34 Supplier Review of Contract 1. Go to the Review tab. 2. In order to keep track of modifications, turn on Track Changes if it is not already enabled. 34

35 Supplier Review of Contract 1. Modify the document as required. 2. File > Save As. 3. Go to Actions. 4. Select Check In. 35

36 Supplier Review of Contract 1. Select the modified contract from your local folder. 2. Click Open from the File Upload window. 36

37 Supplier Review of Contract 1. Click Next. 37

38 Supplier Review of Contract 1. Click OK after the upload has completed. 38

39 Supplier Review of Contract 1. Negotiations can be continued through the Contract Documents tab. 2. Once satisfied with the final document, select Actions > Check Out, print and sign the document. 3. Then go to Actions > Check In and upload your signed document. 39

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