Customer List Maintenance

Transcription

1 At Avendra, we are always striving to improve communications with our partners. This Customer List Portal upgrade includes new functionality and improvements in the areas of Customer List Maintenance. Customer List Maintenance Overview There are two new change types that may be displayed in your Customer List Portal. Enrollment Date: This will indicate that a customer that was originally displayed with a Change Type of Enroll or Enroll Upon Order with a future date, highlighted in yellow, has changed the enrollment date after you have set up the Account. This will notify you of the date change. ecommerce: Avendra is pleased to introduce ecommerce management for your Avendra customers. If you are signed up with Avendra to accept ecommerce orders from Avendra customers, you will see this new Change Type. If you use Punchout, you will be required to enter a Punchout user name and password and assign a Catalog(s) to the customer. If you use a Hosted platform, you will be required to select the appropriate Catalog(s) for the customer only. The Customer List Menu buttons have changed slightly, and the Download button has been replaced by a menu selection. Home Page Changes You may see two additional Change Types: Enrollment Date signaling that a future dated enrollment date has changed after account set up; and ecommerce signaling that a Customer has been setup to utilize the ibuyefficient ecommerce platform. You must be set up with Avendra to accept this type of order before you would see the ecommerce Change Type.

2 Customer List Changes After selecting View/Update Customer List from the Customer List Portal Home Page, you will notice that the buttons have been replaced by menu links. 1. A new menu item, Show ecommerce Customers, can be used to manage any Avendra Customer that uses the ibuyefficient portal to place and manage orders. This tab will be blank if you have not been set up to accept orders via either or both of these two Avendra ecommerce platform options. 2. The Download button to list your Customers in Excel format has been replaced by a new menu option, Download Customer List, followed by the Microsoft Excel icon.

3 On the Customer Details List if you scroll to the right, you will notice three new columns: ecommerce Setup Complete Yes or No for ecommerce Change Types. Initially will be No, changing to Yes when you have selected Catalog(s) for the Customer and entered a Punchout User Name and Password if necessary. ecommerce Start Date the Customer s start date for utilizing the ecommerce platform ecommerce Platform BuyEfficent This only applies to Suppliers that are set up in Avendra systems to accept ecommerce orders. Report Changes The Customer List Report will have an additional tab ecommerce. Download the Customer List Report and click on the ecommerce tab to show details of all of your ecommerce enabled Customers.

4 The Customer Detail Download will show two new sections: ecommerce and Catalogs for individual Customers. For ecommerce Suppliers If your company has worked with Avendra and is set up as a supplier that can accept ecommerce orders from Avendra Customers, you will use the Customer List Portal to: 1. View Customers who wish to use that platform to order products/services from you via ibuyefficient, 2. Assign appropriate Catalogs to Customers, 3. Set up Punch-out userids and passwords if Customers will be punching out of the ibuyefficient portal into your catalog. (Only for suppliers using Punchout)

5 When you view the Customer List on the main tab (Show Customers), you will see the ecommerce Change Type in the list of changes when a Customer chooses to utilize this service. You can take care of setting this Customer up from there by clicking on the pencil icon on the left of the Change Type or you can click on the menu link Show ecommerce Customers. The Show ecommerce Customers tab will be a filtered list of only those Customers that need ecommerce setup.

6 When you click on the pencil icon to the left of the Change Type from either the Show Customers tab or the Show ecommerce Customers tab, you will open the Customer Detail. A message near the top of the Customer record tells you that you have not yet set up this Customer for ecommerce activity. There is a new tab for ecommerce Details. Click on the ecommerce Details tab to open that new section. Add the Punchout User Name and Password if you use Punchout. If you use Hosted ecommerce, do not fill in these two fields. Select one or more Catalogs for this customer to view. Note: Every Customer must have at least one Catalog. A Customer may have access to more than one Catalog, but cannot have the same Catalog with different Pricing Groups.

7 If you do not see the Catalog(s) you are expecting, use the link at the bottom of the Catalog section to notify Avendra that one or more catalogs are missing. Enrollment Date Change Type When Customers enroll in Avendra programs with a future date, you normally see a Change Type of Enroll or Enroll Upon Order. Should you set up their account in preparation for ordering, and the future date changes, you will now see a new Change Type, Enrollment Date, indicating the future date has changed. This notification is for you information only and requires no action. This notification will be present in your portal for 14 days. 1. Enrollment Date will appear in the Change Type 2. The new date is in the Effective Date of Change column