Supplier: Registration Guide

Transcription

1 Supplier: Registration Guide

2 INDEX 1 INTRODUCTION INITIAL REGISTRATION ACCESS TO THE PURCHASING PORTAL SUPPLIER S ACCOUNT MANAGEMENT... 5

3 1 INTRODUCTION In order to participate in the bidding processes you must register in this online platform, fill in and complete the required data and attach the requested documents. The purpose of this document is to guide you step by step in the registration process as a supplier. 2 INITIAL REGISTRATION To register in the platform, click on Register from the access page to the platform: : 1

4 Once you have the first data filled and click on "Save" button, you will receive an with your username and your password. 2

5 Already on the platform, you should continue with the registration and fill out the registration forms which consists of 4 steps. All mandatory questions on the form must be completed (marked with *). Once the registration forms have been completed, you should select the category: Remember that you can access and complete the registration forms and categories when you consider, always saving the content you are inserting. 3

6 3 ACCESS TO THE PURCHASING PORTAL You can access to the platform using your username and password. Both must be entered in the "Login" box, Image 1. Click on Enter to access to the platform. Image 1 If you have any questions, you can contact the Help Desk whose phone number and address you will find on the main page of the purchasing portal. 4

7 4 SUPPLIER S ACCOUNT MANAGEMENT Once authorized by Bankia as an enabled supplier, you will receive an to indicate that you have been activated and you can access to complete the other information necessary to complete the qualification. It is important that you keep your data and those of the users of your organization updated with access to the platform so that the buyer can invite them and send them all the necessary information to those contacts that must participate in each tender. Only the main user of your organization can create new users for your organization. To perform these actions, you should go to the "My Organization" area, Image 2. Image 2 5

8 Within the area, you can find the different tabs, Image 3. Image 3 Within the "Registration Data" tab you will have all the information related to your company. From here you can verify, check and modify the registration data, if they had already been preloaded on the platform. If you are accessing for the first time, there will be nothing preloaded and you should create all the data from the beginning. The main user will be the person in charge of managing his account as a supplier and of registering new users for your organization. All data can be modified by clicking on the "Edit" button, Image 4. Image 4 You can also change the password and the username assigned as account administrator by clicking the username in the upper right corner of the screen and then in "User Profile". Image 5 and 6. 6

9 Image 5 Image 6 Then go to "Basic Profile". In this section, there may be different forms, in our case there will be one entitled "Homologation Form". You should complete at least all the mandatory data of the form until completing 100% of the same Image 7. 7

10 Image 7 By clicking on the name of the form you will be able to access the information for your query or modification, Image 8. Image 8 Then we should access to "Extended Profile". In the same way, as in the section "Basic Profile", we should access to each of the forms and complete all mandatory fields. Image 9. 8

11 Image 9 To return to the Main Page place the mouse on the tab that we show you below: You will be shown a drop-down menu, left click on the "Menu" icon. Then select "My Categories" within "My Organization" area. 9

12 On this screen, you can add or modify the products and services that you can provide to the buyer (Image 10). Please keep this information updated so that buyers can invite you to negotiate the products and services you provide. - To select categories: Image 10 You should click on "Add Category" and then search and select all those categories within the current category tree that you consider. Once selected the appropriate categories click on "Confirm Current Selection" to saved them. Image

13 Image 11 - To delete selected categories: You must click on the category to remove, and once inside click on the icon be displayed the option "Remove Category". Image 12., where it will Image 12 11

14 Finally, through the Main Page, we can access to the "User Management" area where you can create new users for your organization or modify some of the existing ones. Image 13. Image 13 Clicking on "Create", the screen with the necessary data of the user information will open, Image 14 Image 14 All those sections that have a red asterisk (*), must be answered. It is important that the mail that is indicated in contact is the correct one, since it will be the address to which the user will be sent and the password of the subuser to access the platform. Once you have completed all the data, click on "Save". 12

15 Then the subuser rights will should be configured. Click on "View User Rights". Image 15 Image 15 Rights can be given in the Auctions and RFI / RFQ Management, User Management, Supplier Rights and Contract Management. You can modify each section, one by one, or you can modify all the sections at once by clicking on "Edit", depending on the rights that you are going to assign to the subuser. Image 16. Image 16 Once you have already modified all rights, click on "Back to List". 13

16 In the list, will appear all subusers registered. To access the characteristics of each, click on the name. A new screen will appear where you can modify the User Details as well as your User Rights. Image 17. Image 17 Within the section "User Roles" you can create different profiles with specific permissions for each one (Image 18). In this way, each time a new subuser is registered, a Profile will be selected, which will have already defined the rights, without having to modify the rights one by one. 14

17 Image 18 Clicking on "Create" will open the creation screen with all available permissions (Image 19). You can then associate a profile with each user you create. If in your organization all users with access to the platform can perform all actions, it is recommended that you create a single profile with all permissions and that profile be associated with all users. Image 19 Returning to the "User Management" option, by clicking on the "Divisions" option, the subuser can be classified as the Main Administrator of your company, in the defined divisions. Image

18 Image 20 Click on Create. Image 21. Image 21 Enter the Division Name as well as the Division Manager, and click on "Save". In this way, subusers could be classified within a specific Division. If you have more than one user, you should review the "Default Users" section from the Main Page, to assign the user or users who will receive the invitations to the various events. Image

19 Image 22 After selecting the subuser for each section, click "Save". If you have completed all these steps, your registration will be completed successfully. From this moment, you can already be invited by the buyer to future tenders. Do not forget to modify and keep up to date all the data of your Supplier Profile. 17