CAG e-procure Supplier Training

Transcription

1 CAG e-procure Supplier Training

2 Topics 1. Profile Management 2. Steps in Creating a Quotation 3. Request to Participate 4. Acknowledgement of e-purchase Order 5. Q & A

3 Log in to CAG Source Key Portal Key-in your Org ID, User ID, and Password issued by SESAMi and then click ENTER to log in

4 Terms and Conditions page Terms and Conditions must be accepted every time you log in.

5 Profile Management

6 Password Reset Click Forgot password? to reset/retrieve your password

7 How to reset your Password Key-in your Org ID and User ID issued by SESAMi and then click ENTER

8 New Password alert A new password will be sent to the registered .

9 Changing your password

10 Supplier User Profile Go To Profile > User Profile > Update Profile to update your profile

11 Updating User Profile Update the information that you wish to update and then click UPDATE button to save changes Click the Password button to change your password

12 Updating User Profile Key-in the new password twice and click Change to save changes

13 Updating your company s Product Category

14 Updating Company Profile Go to Profile > Company Profile > Update Company Profile This function is used to specifically match the notification that you are receiving whenever there is a published tender/rfq that matches your product category. Click Products & Services Tab Select your category **Hold + CTRL to select multiple categories Click Update to save changes

15 notification to matching category

16 Creation of Quotation Response to E-RFQ & E-Tender

17 notification to invited vendors

18 Create e-quotation Upon logging in, Go to Source Key and select Create Quotation

19 View E-Request for Quotation or E- Tender Click View to view the details of the Tender/RFQ

20 Preview of E-Request For Quotation/E-Tender Click the Decline button if you intend not to respond to the tender. Click Print to Print the page.

21 Responding to E-Request for Quotation or E-Tender Click Submit Quotation to respond to the RFQ/Tender

22 Create E-Quotation Header Tab Mandatory fields are denoted with a red asterisk (*) Complete the fields then click Save as Draft or NEXT to move to next page

23 Create E-Quotation Detail Tab

24 Create E-Quotation Details Tab

25 Create E-Quotation Details Tab

26 Create E-Quotation Attachment Tab Attachment Input Area where users can select documents to be attached and provide file description Click the Upload button after selecting the file to be attached

27 Display area of file/attachment uploaded Create E-Quotation Attachment Tab

28 Create E-Quotation Attachment Tab Vendors can upload multiple files but limited to 5MB per file. To delete wrong file attached, tick the box of the file to be deleted and click the DELETE button

29 Create E-Quotation Preview Tab On the PREVIEW, vendor can return to the Previous page, Edit or Submit Quote

30 E-Quotation acknowledgement submission prompt System will prompt you of a successful quotation submission as shown above.

31 Managing your Quotations

32 View E-Quotation Go to Source Key > View Quotation to view or edit your quotations

33 View E-Quotation All the quotations that you have created (whether DRAFT or submitted) will be listed in the View E-Quotation page Click View to View the details. If an RFQ/Tender is open, Edit link will appear

34 View E-Quotation If an RFQ/Tender is open, Edit button will appear. You can edit your quotation as long as the tender/rfq is still open.

35 Request to Participate for CAG e-tenders and e-rfq

36 Business Opportunities In the log in page, go to Business Opportunities and click click here to view all to view all published tenders/rfqs.

37 List of etender/erequest for Quotation Vendors can opt to SEARCH to locate the RFQ/Tender After selecting the RFQ or etender, click VIEW

38 Request to Participate Click Click here to request to participate to proceed

39 Form for Request to Participate Key in Org ID first The rest of the information will be auto populated

40 Submission of the Request to Participate After completing the form, click SUBMIT

41 Submission of the Request to Participate The following prompt will appear upon a successful submission: You can then log in and go to Source Key > Create Quotation to access the tender/rfq

42 Frequently Asked Questions

43 Frequently Asked Questions FAQs are available at the login page Most common cases/enquiries can be addressed through FAQs

44 Frequently Asked Questions Most common cases/enquiries can be addressed through FAQs

45 Acknowledgement of E-Purchase Order

46 E-PO Alert

47 Order Management Go to Order Management > Purchase Order > View Purchase Order to access your PO

48 View Purchase Order New - Order(s) which have not been acknowledged Acknowledged/Rejected - Order(s) which are viewed Acknowledged/Rejected

49 View E-Purchase Order Click the PO number to view its details.

50 Purchase Order Acknowledgement/Reject Click Acknowledge to accept the order Click Print to print the PO Click REJECT to reject the PO (only applicable to contracted Stationery Suppliers)

51 Printing the E-PO

52 Important Notes 1. Quotation Number is assigned by the vendor and limited to alphanumeric (alphabet and numbers only). 2. Buyers has an option to negotiate the bid price and an Negotiation will be raised with the new closing date and Reference number will be denoted with a suffix _x. 3. Additional information or further enquiries on the items in the E-RFQ / E- Tender should be liaised directly with the buyer. Refer to the contact person for general matter (under HEADER tab). 4. Attachment is NOT a must. Vendor can skip the attachment by clicking the NEXT button and proceed with the next tab. 5. Vendors are advised to respond to E-RFQ a day before to avoid the rush. Once the E-RFQ is closed, you cannot send your quotation anymore. 6. Vendor Reference number in the E-PO is assigned by the vendor.

53 Questions & Answers

54 Thank you!