InSites Supplier Portal

Transcription

1 InSites Manual New York I Timisoara I London I Rotterdam I Ghent Sydney

2 Table of contents 1. Why use our InSites? 2. How to access it? 3. User registration 4. Home page 5. PO download 6. Invoice submission 7. FAQs

3 1. Why use it? InSites = a fully digital and online solution This improves our service to you by: + faster PO delivery and submission of your invoices + full visibility and tracking of POs and invoices + eliminating lost invoices, reducing risk for delayed payment + reduced cost + supporting sustainability +. So the time has come to go digital - just join us on our platform!

4 2. How to access it? Directly accessible through this URL: (enter your personal login details) OR Click the link provided in the which contains your PO

5 3. First time? As easy as ABC! A. A. Click No account yet? on the starting page (*) B. After registering, you will receive a confirmation to activate your account. No confirmation = no registration! C. Log in with your user details. Activate and confirm to finalise. B. C. AND YOU RE GOOD TO GO! (*) Make sure to use the same address that the POs are sent to!

6 4. Homepage Filter Invoice submission Export possibilities Change account options Flip/download PO PO information fields e.g. invoice to entity, order date, PO nr, currency, amount, VAT, etc.

7 5. PO download Easy to download one or several POs that were sent to you. The generated.pdf file can be saved, printed, etc., as you prefer.

8 6. Invoice submission A. Click the PO you wish to submit an invoice for B. Fill in the required fields C. Don t forget to attach your invoice! D. Hit Send to ship your invoice to us Invoices are processed and paid in accordance with the InSites Terms & Conditions. For a copy of our Terms & Conditions, send a mail to finance@insites-consulting.com.

9 6. Invoice submission A. Click the PO you wish to submit an invoice for Select PO and click this logo Invoices are processed and paid in accordance with the InSites Terms & Conditions. For a copy of our Terms & Conditions, send a mail to finance@insites-consulting.com.

10 6. Invoice submission B. Fill in the required fields These fields are mandatory The amounts can be changed if required (e.g. adapt to submit an agreed pre-invoice on a certain PO) BEWARE: only invoicing amounts less than/equal to the PO amount are allowed. If you need to enter a higher PO amount, please contact your InSites contact. Invoices are processed and paid in accordance with the InSites Terms & Conditions. For a copy of our Terms & Conditions, send a mail to finance@insites-consulting.com.

11 6. Invoice submission C. Don t forget to attach your invoice! 1. Click this button to select upload section 2. Click to browse to and select the file 3. Click to save This is what a successful upload looks like Invoices are processed and paid in accordance with the InSites Terms & Conditions. For a copy of our Terms & Conditions, send a mail to finance@insites-consulting.com.

12 6. Invoice submission D. Hit Send to ship your invoice to us Invoices are processed and paid in accordance with the InSites Terms & Conditions. For a copy of our Terms & Conditions, send a mail to finance@insites-consulting.com.

13 FAQ - Forgot your password? Easy Forgot your password? function on the login page Should you encounter problems which keep persisting, please contact our Finance Accounts Payable team on: finance@insites-consulting.com

14 Need further support? Finance Accounts Payable team