ScanSource Supplier Setup User Guide

Transcription

1 ScanSource Document Version 1.0 Created on April 21, 2014 Last modified on 4/21/ :16 AM CNET Content Solutions For questions and comments regarding this guide, please call or send an to Page 1

2 ScanSource Contents Document Information... 1 History of Revisions Preface Overview Requirements Required Information If You Have a ScanSource Account: If You Do Not Have a ScanSource Account: ScanSource Account Support Entering Account Information into ChannelOnline Technical Issues... 3 Page i

3 Preface Document Information History of Revisions Revision Date /21/14 By James P. Description Created ScanSource 1 Preface The Guide can be found by performing the following steps: 1. Log into ChannelOnline. 2. Click on Help link in the upper right corner of the application. 3. Click on s category. Or by: 1. Log into ChannelOnline with Admin privileges. 2. Click on Admin > Suppliers link in the left menu. 3. Click on Account Setup icon for ScanSource. 2 Overview This guide was created to provide instructions on how to apply for a ScanSource account and how to enter your ScanSource account information into ChannelOnline in order to download pricing and availability from ScanSource. Page 1

4 Requirements 3 Requirements 3.1 Required Information In order to access pricing and inventory information from ScanSource, and to place orders with ScanSource through ChannelOnline, you will be requested to provide the following information: Account number FTP Username FTP Password File Name If You Have a ScanSource Account: If you have an ScanSource account and need assistance obtaining an FTP File Name, please b2bsupport@scansource..com and have the following information available: Account Number Company Name Your Name Your Telephonee Number If You Do Not Have a ScanSource Account: If you do not have a ScanSource account one can be set up for you quickly and conveniently by contacting 3.2 ScanSource Account Support For questions with your ScanSource account number and FTP credentials such as the FTP file name, please contact b2bsupport@scansource.com. 4 Entering Account Information into ChannelOnline In order to enter your ScanSource Account information into ChannelOnline, follow these steps: 1. Log in to ChannelOnlinewith the Set up CNET Supported Suppliers access right. 2. Click on Admin. 3. Click on Suppliers. 4. Click on the Account Setup icon in the Account Setup column. 5. Enter your ScanSource Account Number, FTP Username, FTP Password and File Name in the appropriate fields. Page 2

5 Technical Issues NOTE: All Supplier information that is entered into ChannelOnlinee should be entered EXACTLY as received from each supplier. All fields are case- sensitive. Any information entered, using the incorrect case, may prevent your downloads from being processed correctly. 6. Check the box to activate Supplier pricing. This will be grayed out until you complete the necessary information required for downloads. 7. Please be sure to click the Save link located on the bottom left hand corner to maintain the changes made in this screen. After clicking Save, you will be returned to your main Supplier page. 8. From there, click downloads. Save on the bottom left to enable (activate) your supplier 9. If you would like to verify the information you have just entered, click on Test in the upper right hand corner of the main Supplier page to verify that you have entered your Supplier account information correctly. The test results will be ed to your login ID or address. Please note your ScanSource product catalog may not be searchable for up to hours after your information is entered. 5 Technical Issuess For questions/concerns about setting up Supplier information, or if you are experiencing download errors, please contact our technical support team at channelsupport@cnet.com For questions with your user ID and password information contact the ScanSource Technical Support at b2bsupport@scansource.com. Page 3