Partner Side SMART Guide

Transcription

1 Partner Side SMART Guide

2 Table of Contents 1. Introduction Partner Registration Process Additional Form Scorecard View Buyer Profile Partner Side User Manual 31 Oct Page

3 1. Introduction Partner management module helps buyer manage all stages from initial partner registration, to ongoing performance assessment. Partner management module also assists in:- Manage partners information and performance by using additional forms. On board partners through online registration process. Search functionality helps to search partners by entering name as keyword. Quickly add new partners just by adding few partner details. The following guide will help users navigate through the application and make effective use of its various features and capabilities. 2. Partner Registration Process Step 1. Buyer logs in the tool and adds a partner through quick add partner process Step 2. Buyer sends notification to Partner as shown in the below screenshot. Partner receives an notification which provides link to Registration Form link. Step 3. Partner will click on the Registration Form link specified in the mail to provide the required details Partner Side User Manual 31 Oct Page

4 1. Enter all the mandatory details numbered from 1to 7 to complete this section Click on the Contact Information to expand the tab Step 4. Partner fills in the Registration Form and submits to buyer. Partner can specify his password in the Registration Form Partner can specify the required password Enter all the mandatory details numbered from 1to 5 to complete this section Enter all the details in the mandatory fields:- 1. Full Name 2. Company The ID will be the login username. 3. Company Phone Partner Side User Manual 31 Oct Page

5 4. Contacts Business Region: Click this icon to select from the available list of regions. Select any region or click on (+) sign to open the tree Click on done after selecting the required region 5. Contacts Goods and Services: Click on the icon to select from the available list of categories. Select any region or click on (+) sign to open the tree Click on done after selecting the required business region Step 5. After submitting the registration form, Partner receives an activation to activate his profile. Partner Side User Manual 31 Oct Page

6 Step 6. As highlighted in the above screenshot, Partner is required to click on the link to activate their profile. After clicking on the activation link, partner will receive an confirmation message as shown in the below screenshot:- Step 7. The partner is successfully registered and can login to the tool using their id and password created in the registration form. Step 8. On successful log in Partner, system pop-ups a welcome message for the partner. The Partner is required to click on Company Profile link on to access the profile. Partner Side User Manual 31 Oct Page

7 Every time Partner logs in system will display this welcome message. Click on the checkbox to disable this message. Step 9. When the partner closes the page, they land on the below page Step 10. On clicking company profile link as highlighted in above screenshot, user will land on the Company Profile page. The partner is required to fill in details and can edit multiple tabs on the company profile Partner Side User Manual 31 Oct Page

8 Basic Details Edit the required info by clicking on Change Partner Side User Manual 31 Oct Page

9 Business Information Choose from the options available in the drop down Enter required data and select diversity status from the available options Click on this icon to view the information regarding diversity status Click on this button to add new location Partner Side User Manual 31 Oct Page

10 Marketing C B A A. Click on icon to download the list of Partners B. Click on the link to view list of partners as shown in below screenshot:- C. The Partner can upload other partners by clicking ont the Upload icon Partner Side User Manual 31 Oct Page

11 Contacts Click to add new contact Partner can also use this method to copy the contacts from the existing ones Certifications Click to add new certification After entering all details, click on Save Partner Side User Manual 31 Oct Page

12 Step 11. After completing the profile details on the Home Page, the Partner can also participate in the events specified in the My Task panel as shown in the below screenshot. 3. Additional Form Step 1. Partner logs in tool and previews the pending activities in my task. Step 2. Click on Respond to view the Forms and provide the required response. User will land on the below page:- Partner Side User Manual 31 Oct Page

13 Step 3. Provide the required response and click on Save to store the data or Submit to send the response. 4. Scorecard Step 1. Partner logs in tool and previews the pending activities in my task. Step 2. Click on Respond to view the Scorecard and provide the required response. User will land on the below page:- Partner Side User Manual 31 Oct Page

14 Step 3. Provide the required response and click on Save to store the data or Submit to send the response. 5. View Buyer Profile Step 1. The Partner can also view the buyer profile. Partner clicks on partners tab and lands on below page from where the Partner can see card view of buyer Step 2. Partner clicks on buyer name card to view buyer profile. Partner can view details in two parts i.e. Basic Details and Documents. Partner Side User Manual 31 Oct Page

15 Basic Details Partner can choose transaction types from the available options Documents Click on Form name to view or edit details. Partner Side User Manual 31 Oct Page

16 On clicking form name partner will land on the form page where the partner can edit, view and save the details as shown in the below screenshot. Partner Side User Manual 31 Oct Page