Jaggaer Supplier - Job Aid

Transcription

1 Audience and Purpose: This guide is intended for external suppliers wishing to do business with WM. The job aid outlines the necessary steps for a supplier to register in Waste Management s supplier onboarding portal. 1. Receive invite to register as a Waste Management Supplier. 2. Click on the Register Now button. Page 1 of 12 Last Updated: 1/15/2019

2 3. You will be taken to the Supplier Registration welcome page. Please read through the material on this page. 4. Once you have read the information, then click Continue with Registration. Page 2 of 12 Last Updated: 1/15/2019

3 5. The user will be taken to the Supplier Registration page. 6. Please read through the page information including the Terms and Conditions (Text is shown, use links to see more). 7. Complete the Your Contact Info section making sure to fill in fields with an * as they are required fields. 8. Once the contact info is filled out, click Create Account. Page 3 of 12 Last Updated: 1/15/2019

4 9. When the Supplier Registration Profile Welcome Page appears, note there are 9 sections that need to be completed prior to submitting your profile. Arrows to the right will turn green, once completed. Click Next. 10. Complete the Company Overview section making sure to fill-in any required fields at minimum (marked by asterisk *). Note: If you are a Non-US Based Entity, change your Legal Structure to either Non- US Based Entity, Foreign Individual or Other. Please add your Business Number in the Tax Identification Number field. 11. You can either click Next or Save Changes. The difference being: Next Goes to the next item to complete. Save Changes Allows you to save and come back later to complete, if necessary. Page 4 of 12 Last Updated: 1/15/2019

5 12. At the Business Details screen, complete the information requested making sure to fill-in any required fields at minimum (marked by asterisk *). Company specific information Annual Revenues/Receipts Sales Territories Note, if your company is not a Local or National Supplier, you are required to add what U.S. and Canada Service Area you service. Products and Services Note: Under Commodity Codes, it is very important to choose the commodity code(s) that most closely describes the products and/or services you provide. 13. You can either click Next or Save Changes. The difference being: Next Goes to the next step to complete. Save Changes Allows you to save and come back later to complete, if necessary. Page 5 of 12 Last Updated: 1/15/2019

6 14. At the Addresses screen, enter both a Physical and Payment Remittance address by clicking on Add Address button. 15. Click Next once you have added the required address information. 16. At the Contacts page, make sure there is at least one Primary and Corporate contact. 17. Click Next to advance to the next tab. Page 6 of 12 Last Updated: 1/15/2019

7 18. At the Locations tab, add at least 1 Primary location. 19. Click Next to advance to the next tab. 20. At the Diversity screen, click the Add Diversity Classification button, to either select a diversity classification or decline any diversity classifications. 21. If you select Yes to any Diversity Classifications, then you will be required to answer Additional Questions. Note, you must provide adequate certifications to be classified as a diverse supplier with WM. Failure to add correct documentation will delay registration. 22. You can either click Next or Save Changes. The difference being: Next Goes to the next step to complete. Save Changes Allows you to save and come back later to complete, if necessary. Page 7 of 12 Last Updated: 1/15/2019

8 23. At the Insurance screen. Add your General Liability insurance by clicking the Add Insurance button. 24. After uploading the Certificate of Insurance document, continue to answer the required questions making sure to fill-in any required fields at minimum (marked by asterisk *). Depending on your answers, there may be additional documents required to be uploaded. 25. You can either click Next or Save Changes. The difference being: Next Goes to the next step to complete. Save Changes Allows you to save and come back later to complete, if necessary. Page 8 of 12 Last Updated: 1/15/2019

9 26. At the Payment Information screen, complete the payment information. 27. In the Additional Questions section, add any necessary files. 28. Click the Submit button. 29. At the Tax Information screen, complete the required information and click the Add Tax Information screen. Note: If you are a Non-US Based Entity and only see a W-9 option for Tax documentation, go back to the Company Overview screen of the registration. Change your Legal Structure to either Non-US Based Entity, Foreign Individual or Other. Click Save Changes and a W8-BEN option will now be required in the Tax Information screen. 30. You can either click Next or Save Changes. The difference being: Next Goes to the next step to complete. Proceed to Certify and Submit takes you directly to the final action needed to register as a supplier. Page 9 of 12 Last Updated: 1/15/2019

10 31. Once you have completed the 9 tasks required for the Supplier Registration, you will be asked to Certify & Submit your registration. Complete the required fields. 32. Click on the Submit button, once you have completed the fields. 33. A confirmation screen indicating you have completed your supplier registration will appear after clicking the Submit button above. Page 10 of 12 Last Updated: 1/15/2019

11 34. Once you have completed your registration, you will receive an confirmation with a link to allow you to revisit the site at any time to make changes or updates, necessary. Note, if you have updates to your address or banking details after registration, be sure to notify your local WM contact. Page 11 of 12 Last Updated: 1/15/2019

12 Audience and Purpose: This last section of the Supplier Job Aid is intended for external suppliers wishing to switch their language preferences from English to French. 1. Once you are logged into your supplier profile, click on your supplier name in the top right-hand corner. 2. Select View My Profile. Supplier Name Supplier Name 3. Under User Profile and Preferences section, select Language, Time Zone and Display Settings. 4. Change your Language under the Select a Language drop-down. 5. Click Save Changes. Supplier Name User Name This Job Aid is Complete! Page 12 of 12 Last Updated: 1/15/2019