C3 Reservations Quick Reference Guide. Supplier Users

Transcription

1 Supplier Users

2 TABLE OF CONTENTS 1 INTRODUCTION TARGETED AUDIENCE AND OBJECTIVES TECHNICAL REQUIREMENTS LOGIN PROCESS DASHBOARD CREATING A RESERVATION EDITING RESERVATIONS EDITING QUANTITIES, SIDS OR RESCHEDULING CANCELLING RESERVATIONS ACTION REQUIRED MESSAGES This document is intended for Suppliers or Carriers needing to create delivery appointments for Shipments (SIDs) created in the CVP. In order to schedule an appointment, an SID is required. Please refer to the CVP Quick Reference Guide to obtain an SID. Page 2 of 11

3 1 INTRODUCTION 1.1 TARGETED AUDIENCE AND OBJECTIVES This document is intended for Suppliers or Carriers needing to create delivery appointments for Shipments (SIDs) created in the CVP. In order to schedule an appointment, an SID is required. Please refer to the CVP Quick Reference Guide to obtain an SID. Its objectives are to: Overview system navigation Define process for scheduling and editing reservations. 1.2 TECHNICAL REQUIREMENTS Browsers: C3 Reservations can be used from any browser supporting Flash Player 12 and above (e.g. Internet Explorer 8 or later, Firefox 17 or later, Chrome, Opera 11, Safari 5 or later) Screen resolution: 1280x1024 minimum for Business users Flash Player: version 12.0 or higher is required (must be installed from each browser used) Use this link to verify which version is installed, if any: LOGIN PROCESS 1. To receive a username and password, vendorlogin@dollartree.com and provide the below: Current Shipment ID First and last name of the person responsible for creating the appointments address for the person listed above If multiple usernames are needed, please list the information above for each user 2. Go to: 3. Enter the Username and Password you were provided. (Note: passwords are case-sensitive.) You will be required to change your password upon initial login. 4. Click the Login button. You will access the home page shown below. (Note: First time users will need to click Accept on the Acceptable Use Policy generated upon first login to C3.) If you have forgotten your password you can retrieve it here. Page 3 of 11

4 2 Dashboard This section provides a visual overview of the supplier s home screen view, which lists all your existing reservations on the top half of the screen and shipments without reservations on the bottom half. This is the first page you will see when you log into the system. Click the plus sign to create a new reservation. List of all reservations associated with the supplier including any made by a carrier with the supplier s name Click to show filters List of all Shipment IDs (POs) Quick search bar- Enter Shipment ID (SID), Reservation # (if already scheduled) Use the search engine to search by Reservation OR Shipment ID (Purchase Order). Page 4 of 11

5 3 CREATING A RESERVATION This section shows how to create a new reservation in C3 from a Shipment ID. Step 1: Click the Plus sign from the top left corner as indicated in Section 2.1 to create a new reservation. Step 2: In What Screen, enter Shipment ID (SID) in the available field and click ADD SID. Continue to fill in all required data. To enter multiple SIDs on one truck continue to enter additional SIDs, clicking ADD SID each time until all Shipment IDs have been entered Note: If a reservation already exists for the SID an error box will appear and you will not be allowed to make a reservation. To reschedule the existing reservation see section 4.1 Click on + to show Load Type, Ship Units, Cases and number of SKUs being shipped Review the Line information. If any are incorrect, click the pencil on the right to edit. When complete click the to save changes or the without saving to exit Note: The units field refers to the number of pallets (palletized shipment), slip sheets, or cartons (floor load). This number should be entered in the Cases or Pallet Quantity field below To Delete an SID from this reservation, click on trash can icon on the right. Fill out the remaining fields under Reservation Details. Fields bordered in red are mandatory and must be filled out. Contact Name, Phone and are informational in the event our DC needs to contact someone regarding the reservation Note: Prepaid shipments for Family Dollar Distribution Centers require the supplier to be on the approved drop list in order to schedule a drop appointment. Page 5 of 11

6 Step 3: Click the Where button lower right corner or upper left. The DC associated with the shipment ID is pre-populated. No Action Required Step 4: Click on When button in the lower right or upper left Select Delivery Date from Calendar Note: This system does not prevent you from scheduling or rescheduling same day appointments. However, Dollar Tree and Family Dollar Distribution Centers WILL NOT accommodate same day appointments. Drivers will be turned away at the guard shack if the appointment was not scheduled or rescheduled at least 1 day prior to delivery. Select available time desired. Click Request button (lower right) to confirm appointment. C3 sends confirmation to creating user with Reservation #. This Reservation # MUST be presented to the guard for entry to the DC. Page 6 of 11

7 4 EDITING RESERVATIONS 4.1 EDITING or RESCHEDULING RESERVATIONS Search by SID (PO) number: Step 1: To edit OR reschedule a current reservation click the search engine box at the top right corner of the screen. You can search by Shipment ID or by reservation number. Click the magnifying glass. Then click the shopping cart. Type the Shipment ID in the space next to the SID space and press enter. Click the i icon or double click in the yellow box to open the Shipment Search by Reservation: In the reservations section at the bottom, double click in the white box to open the Reservation. Amend the Reservation: Click the magnifying glass, then click the clock. Type the Reservation Number and press enter. Click the i icon or double click in the yellow box to open the reservation. Click the drop down underneath the reservation details and select amend and the WHAT screen will open Note: the Amend process can also be initiated from the dashboard screen. Clicking the reservation will bring up Cancel and Amend buttons. Click amend and follow the following process. Page 7 of 11

8 Step 2: Add, Remove or Edit Shipments if necessary. To add an SID, enter the SID # in the box and click the ADD SID button The SID is added and highlighted in yellow, click the + sign on the left to show shipment info. The pencil will show at the right if any edits are needed. Note: If adding an SID, follow the next 2 points as the number of total units will have changed To change the number of units, cases or SKUs, click the pencil, make any changes and then click the check mark to save. (see section 3 step 2; page 5). Based on above chagnes, edit the total Case count (or pallet count if pallets) at the bottom of the screen Note: This will ensure the correct duration of the reservation To remove a Shipment: click on the trash can at the far right of the PO. A pop up message will appear for you to confirm if you would like to remove the PO, click YES. Click the WHEN tab on the left The AMEND button will appear at the bottom if not rescheduling click AMEND. Review the changes and select a reason code Select AMEND to save the changes Note: C3 sends confirmation to creating user. Page 8 of 11

9 Step 3: Reschedule Date/Time of Reservation: To reschedule the reservation: on the WHEN screen change the toggle next to Reschedule this appointment? from NO to YES. The calendar and times will come up with the current appointment date and time highlighted. Select the new date and time and click the amend button the lower right. at Review the changes and select a reason code Select AMEND to save the changes Note: C3 sends to creating user. Page 9 of 11

10 4.2 CANCELLING RESERVATIONS Step 1: Search for the SID or Reservation number (Step 1 in 4.1) or select from the dashboard: Click in the reservation box, it will turn yellow and the cancel and amend buttons will appear for you to select. Select Reason code and click the cancel button. Note: C3 sends confirmation to creating user. Page 10 of 11

11 4.3 Action Required Messages You may receive an Action Required stating that the quantities on the shipment have changed and therefore, may affect the required unload time. You will then be required to amend your reservation to ensure the length is appropriate for the amount of product needing to deliver. Note: The Reservation has not been changed or updated until you take action. The quantity change to the shipment may or may not require a change to your reservation duration or time. Step 1: Find your reservation that is in an action required status. Step 2: Amend your reservation so that the updated quantities are added to the reservation. (See 4.1 Step 2; page 8) Step 3: Confirm your new reservation date and time. (See 4.1 Step 3; page 9) Note: Your reservation date and time may not change, but completing the amendment is required. Step 4: Reservation no longer in action required status. Page 11 of 11