Reliance Company Re-registration User Guide For Existing Users

Transcription

1 Reliance Company Re-registration User Guide For Existing Users Contents Locating Company Re-registration Form... 2 What s First? Entering in your Billing Information... 5 Selecting your Company(s) to have Re-registered... 6 Entering your Company s Annual Gross Sales Amount... 8 Paying & Completing your Company(s) Re-registration... 9 To find the most current costs for SQFI Reliance company re-registration(s), check out our website, under the Suppliers tab, then Costs.

2 Locating Company Re-registration Form LOGGING INTO RELIANCE 1) For existing users, log in to Reliance via the SQF website, under the Suppliers tab, then Existing Users. After opening the Reliance login page via the SQF website, simply type in your username and password into the correct fields as demonstrated below. If logging into Reliance for the first time, you will be prompted to change your password and select your time zone for security purposes. If at any time you have lost your password, simply type in your username then select Forgot your password? Your username must first be entered in order to use this feature. Once selecting Forgot your password?, an automated from the system will be distributed to the username s corresponding address. If you do not receive this immediately, be sure to check your spam filter. Once receiving your password, you will be prompted to change that password when re-entering the system for the first time. Simply type in the temporary password you received via the distributed , then your desired password. The password rules will be listed for you, as shown below. When completed, select OK. Do note that you also have the opportunity to change your login information in your user profile within the system (refer to Editing My User Profile User Guide ). Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 2 of 12

3 To change your password at any time, you must first know your existing username and password. Simply type in your username and password into the correct fields, then select Change Password. Your username and password must first be entered in order to use this feature. After selecting Change Password, you will be prompted to change your password. Simply type in your existing password, followed by your desired password. The password rules will be listed for you, as shown below. When completed, select OK. Do note that you also have the opportunity to change your login information in your user profile within the system (refer to Editing My User Profile User Guide ). It is important to note the End User License Agreement housed on the Reliance login page. By signing into the Reliance System using your personal username and password, you are acknowledging your understanding and acceptance of the terms and conditions listed in the End User License Agreement. Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 3 of 12

4 2) Once having logged into the system, to access the Company Re-registration form, select the Registration and Invoicing application. 3) Once entering the Registration and Invoicing application, a new tab will open for you at the top of your page within the system, similar to that of a web browser. This is simply for navigation purposes within the system. Within Reliance, it is important that you utilize Reliance features. It is suggested that you do not use your web browser back, forward, or refresh buttons when within the system. To refresh the page at any time, select Refresh within the Reliance toolbar. This toolbar will be made accessible to you when within an application at any time, as the toolbar moves up and down your screen as you scroll up and down a form. To navigate back and forth, simply utilize the tabs as you would in a web browser. EXAMPLE 4) Within the Registration and Invoicing application, select Registration Registration from New Document drop-down menu to begin an existing company re-registration(s). Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 4 of 12

5 5) After selecting New Document, a new, blank registration form (the Company Re-registration form) will open for you to begin the re-registration process. 6) Within the new, blank Company Re-registration form, select Re-registration from the Registration Type drop down box under Billing Information. 7) After having selected Re-registration from the Registration Type area, you will notice that your Billing Contact information is pre-populated with your information. This occurs simply because the system is aware that you are logged in and attempting to re-register an existing company. What s First? Entering in your Billing Information 1) When entering Reliance s company re-registration, you will enter what is known as a company reregistration form. 2) You will begin by entering your Billing Company information, as your Billing Contact information already appears. This information is what will appear on your invoice/receipt once your company reregistration has been submitted. Any field denoted with a red asterisk is required. Text must be entered within these fields in order to submit your company(s) registration. Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 5 of 12

6 3) Fill in the appropriate Billing Company information. Unless your Billing Company Name and Address are the same as the facility being re-registered, this information is not saved within Reliance. When entering the Company Country and Company State/Province, you can either begin typing in the name, then select what appears beneath the field, or you can simply utilize the drop down box and search for the correct information. Selecting your Company(s) to have Re-registered 1) At this point, you may now search for the company to be re-registered within the Company/Companies to Re-register field. You may have this completed two ways, as demonstrated below. SEARCHING FOR YOUR COMPANY BY TYPING IN COMPANY NAME Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 6 of 12

7 SEARCHING FOR YOUR COMPANY BY UTILIZNG THE SEARCH ICON (preferred method) Click on the Existing Company Lookup field search icon. A new window will open to which you can select which company(s) to have re-registered. You will now be able to view each company of yours that is either Due for Re-registration or Expired. Companies with active registrations will not appear to you, as these companies do not need to be re-registered. The only companies that will appear to you are those due for reregistration or those that have expired. A company enters the Due for Re-registration phase exactly 90 days prior to its registration expiration. Once having entered this phase, you will be able to re-register the company at any time. Select the check box next to the company(s) you would like to have re-registered. Then select the Add button, to add the company to the re-registration form. Finally, select OK. Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 7 of 12

8 4) After selecting the company(s) you would like to have re-registered, you will be brought back to the company re-registration form. You will notice that the company information pre-populated for you within the form. If the company information is incorrect, or needs to be updated, this must be completed within the Companies application, not within the Registration and Invoicing Application. If you need assistance with having this updated, contact SQFI at Entering your Company s Annual Gross Sales Amount 1) In order for the company re-registration fee to populate, you must first select the annual gross sales range to which the company you are re-registering falls. Simply select the drop down box within the Gross Sales field to view each annual gross sales range. Once you have selected the appropriate range from the Gross Sales field, the Classification and Amount will automatically populate for you as read-only fields. These fields are not editable, as they are associated with the particular annual gross sales range you selected. You will need to have this completed for each company you are re-registering. The most current costs for SQFI Reliance company re-registration can be found on our website, under the Suppliers tab, then Costs. Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 8 of 12

9 Paying & Completing your Company(s) Re-registration 1) When you have completed filling out your company re-registration sub-form(s), you can calculate the total cost by selecting Calculate Total. The Total Amount Due will populate for you to the right. 2) You may now choose your payment method. You have three options: credit card (preferred), wire transfer, or check. If you choose to pay for your company re-registration(s) by wire transfer or check, it can take up to 10 calendar days for SQFI to receive and process payments. It is highly recommended that if you have an SQFI audit within two weeks from when you are reregistering your company(s) that you pay by credit card. A company is immediately activated within Reliance if your credit card payment is successful. PAYMENT BY CREDIT CARD Select the Credit Card radio button in the Payment Method area. When selecting the Credit Card radio button, empty credit card fields will populate for you in the Credit Card Information area. Fill out each field with the appropriate information. Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 9 of 12

10 For the Security Code field, an image for assistance is provided for you on how to locate the security code on your credit card. Simply roll over the image with your mouse to enlarge the image for viewing purposes. Scroll over image with mouse to enlarge Once having entered all of your credit card information, check the check box titled I verify the above information is accurate. After selecting the I verify the above information is accurate check box, a Submit Payment button will appear. Select Submit Payment if you are ready to pay for your company registration(s). Once selecting Submit Payment, you will be prompted with the following message. Select OK. Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 10 of 12

11 If your credit card payment has processed successfully, you will be prompted to generate your receipt. If you are to have any issues generating your receipt, contact SQFI for further assistance at PAYMENT BY WIRE TRANSFER/CHECK Select Wire Transfer or Check in the Payment Method area. If you select Wire Transfer or Check, you will be prompted with the following message. If you would like to change your payment method, simply select Credit Card within the Payment Method area. If you would like to continue with your payment by Wire Transfer or Check, then select Submit. You will receive an with a subject line titled SQFI Reliance Registration Invoice containing your invoice within two business days. Please note that the invoice will be ed to the Billing Contact address entered in the Registration form within the system. If you do not receive an containing your invoice within two business days, please check to see if it was captured in your spam filter. If not, contact SQFI for further assistance at sqfibilling@sqfi.com. Company(s) that have expired will not be active within Reliance until payment has been received and processed in full by SQFI. Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 11 of 12

12 To log out of the Reliance system at any time, simply enter your portal, then select Log Out via your User Information, or at the top right hand corner of your screen. You will be prompted to save any incomplete information prior to logging out of the system. OR CONTACT INFORMATION If you are to have any questions, or experience any issues with company reregistration(s), contact SQFI for assistance at or Company Re-Registration User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 12 of 12