NIO Partner Portal. User Guide. Non-Production Purchasing Partner

NIO Partner Portal User Guide Non-Production Purchasing Partner

Version Author Date Description 1.2 2017/04/07 History Version 2.0 Linda Liu 2017/04/14 Update Partner information 2.1 Linda Liu 2017/05/14 Update Order and Finance information 2.2 Linda Liu 2017/10/23 Contract add Notice on Change of Parts Prices

Contents 1. Summary... 5 1.1 Purpose... 5 1.2 Scope... 5 2. System Describe... 5 2.1 System Function Introduction... 5 2.2 System Operation Environment... 5 2.3 System Login... 6 3. Instruction... 7 3.1 The User Requests the Partner Registration Application... 7 3.2 The partner submits partner information... 10 3.3 Update Partner information... 12 3.4 The Partner Organization Requests the Non - Production Purchasing - Request for Quotation Application (GP RFQ)... 13 3.5 The User Requests the GP RFQ Information Application... 16 3.6 The non-production purchasing User View and submit Quotation (GP RFQ)... 20 3.7 The Partner Organization Requests the Contract Information Application... 22 3.8 The User Requests the Contract Information Application... 24 3.9 The User Views Contract Information... 28 3.10 The Partner Organization Requests the Order Information Application... 30 3.11 The User Requests the Order Information Application... 33 3.12 The User Views Order Information... 37 3.13 The Partner Organization Requests the Finance Information Application... 38 3.14 The User Requests the Finance Information Application... 41 3.15 The User Views Finance Information... 45 3.15.1 Finance Home Page... 45 3.15.2 GR Report... 46 3.15.3 Create Invoice... 47 3.15.4 Search Invoice... 51 3.15.5 Confirmation Requests Information... 52 3.16 View News in NIO portal... 53 3.17 View Bulletins quick list in welcome... 54 3.18 View Bulletin... 54

4. Covisint Helpdesk... 56

1. Summary 1.1 Purpose NIO Partner Portal builds a unique connection for NIO and NIO Partners and improve the efficiency between NIO and Partners. This document guides partners on using NIO portals. 1.2 Scope This manual applies to NIO Partner. 2. System Describe 2.1 System Function Introduction Register Partner Information Partner Organization information can be submitted to NIO for being a potential or active partner via NIO Partner portal. Non-Production Purchasing - Request For Quotation (GP RFQ) GP RFQ information is able to be viewed and submitted via NIO Partner portal. View Contract Information Contract information is able to be viewed via NIO Partner portal. View Order Information Order information is able to be viewed via NIO Partner portal. View Finance Information Finance information is able to be viewed via NIO Partner portal. View Acritical User is able to view news via NIO Partner portal. View Bulletin User is able to view Bulletins via NIO Partner portal. 2.2 System Operation Environment OS:Windows Browse(s): IE11+

2.3 System Login Log in the system: 1. Open the Browser 2. Enter http://partner.nio.com/ 3. Enter Username and password 4. Click the link Sign in

3. Instruction 3.1 The User Requests the Partner Registration Application 1) Login NIO Portal and click self administration>more information 2) Click my Profile>Request a Service Package 3) Click the request sub-package (application package)

4) Select Partner Registration, input reason and click continue. 5) The Security Admin of the Partner Organization approves the user s request via Administration>Pending Requests>User requests> User service package

6) Wait for the HelpDesk/NIO admin s approval 7) Once the request is approved, the user will receive an approval email alert. Access the NIO portal again and view my Profile> View my Service Packages, Partner Registration is granted.

3.2 The partner submits partner information 1) Pre-condition: the user of the partner organization has received the approval email alert of Partner registration. 2) The partner user logins into the NIO Partner portal 3) Click Partner Registration tab link 4) Home page of Partner registration displays. Note: Below information display in the home page a. Partner Status -- Initial/Potential/Active b. Information Approve Status: - Draft/Submit/Approved/Return

c. Logs for each actions i. Submit supplier application (This log displays after partner info is submitted) ii. Return supplier application (This log displays after partner info is returned by NIO buyer) iii. Approve potential supplier application (This log displays after partner info is approved by NIO buyer) iv. Submit supplier information change request (This log displays after partner info is updated and re-submitted by partner) v. Return supplier information change request (This log displays after updated partner info is returned by NIO buyer) vi. Approve supplier information change request (This log displays after updated partner info is approved by NIO buyer) vii. Officially becomes NIO Active supplier (This log displays after partner info is approved by NIO buyer Admin) 5) Click Partner Registration link under my menu 6) Input all required and necessary partner org information and click save button in partner registration page. 7) Review the information and Click submit button. 8) Wait for the buyer s reviewing. After the info is reviewed, an email alert will be sent to partner. Note: o Buyer Email address: Please input corresponding s buyer email address correctly o Fields with * are required field o Please make sure all information are correctly before you submit. o Area is Asia, and the country is China, business license No must be 15 or 18

o Financial information area Click "Add" to add multiple financial information; Bank name support fuzzy search 3.3 Update Partner information 1) The partner user logins into the NIO Partner portal 2) Click partner registration tab 3) Click partner registration under my menu and click partner data 4) Click Edit button in this page 5) Partner registration page displays

6) Partner information is editable. Update partner information as necessary and click submit 3.4 The Partner Organization Requests the Non - Production Purchasing - Request for Quotation Application (GP RFQ) 1) The security admin of the partner organization login NIO portal and click Self Administration > More information 2) Then click My organization> Request a Service Package for my Organization

3) Click Request a sub-package (application package) 4) Click Request button besides GP RFQ Information

5) Click Continue, the GP RFQ Information request is submitted successfully. 6) Wait for the HelpDesk/NIO administrator's approval. 7) Once the request is approved, the security admin of the partner organization will receive an approval email alert. Access the NIO portal again and view my organization> View my organization Service Packages, GP RFQ Information is granted.

3.5 The User Requests the GP RFQ Information Application 1) Login NIO Portal and click self administration>more information 2) Click my Profile>Request a Service Package

3) Click the request sub-package (application package) 4) Select GP RFQ Information, input reason and click continue.

5) The Security Admin of the Partner Organization approves the user s request via Administration>Pending Requests>User requests> User service package

6) Wait for the HelpDesk/NIO admin s approval 7) Once the request is approved, the user will receive an approval email alert. Access the NIO portal again and view my Profile> View my Service Packages, PP RFQ Information is granted.

3.6 The non-production purchasing User View and submit Quotation (GP RFQ) 1) Pre-condition: the user of the partner organization has received the approval email alert of GP RFQ Information. 2) The user logins into the NextEV Partner portal 3) Click GP RFQ Information tab link 4) GP RFQ Home page display Note: Numbers of All no quotation GP RFQ, new quotation during the week and off the stocks quotation display in home page. 5) Click GPRFQ information under my menu, GPRFQ information page display.

Note: All status GPRFQ information can be searched out in this page. 6) Select un-quotation GPRFQ and click quotation or GPRFQ package number 7) Detail page of GPRFQ information page displays 8) Complete Quotation for Parts and upload documents if necessary. And then, click submit quotation button. 9) Note: All Parts quotation should be completed and submitted before GPRFQ is expired. It will be considered as dropping bids if quotation hasn t been submitted before expiration date. Note: Email Alert While a New GPRFQ is pushed, related Partner will receive an email alert about this. While a GPRFQ is cancelled, related Partner will receive an email alert about this. While a GPRFQ is going to be expired, related Partner will receive an email alert about this. While Win the bid, related Partner will receive an email alert about this. While Lose the bid, related Partner will receive an email alert about this.

3.7 The Partner Organization Requests the Contract Information Application 1) The security admin of the partner organization login NIO portal and click Self Administration > More information 2) Then click My organization> Request a Service Package for my Organization 3) Click Request a sub-package (application package) 4) Click Request button besides Contract Information

5) Click Continue, the Contract Information request is submitted successfully. 6) Wait for the HelpDesk/NIO administrator's approval. 7) Once the request is approved, the security admin of the partner organization will receive an approval email alert. Access the NIO portal again and view my organization> View my organization Service Packages, Contract Information is granted.

3.8 The User Requests the Contract Information Application 1) Login NIO Portal and click self-administration>more information 2) Click my Profile>Request a Service Package

3) Click the request sub-package (application package) 4) Select Contract Information, input reason and click continue.

5) The Security Admin of the Partner Organization approves the user s request via Administration>Pending Requests>User requests> User service package

6) Wait for the HelpDesk/NIO admin s approval 7) Once the request is approved, the user will receive an approval email alert. Access the NIO portal again and view my Profile> View my Service Packages, Contract Information is granted.

3.9 The User Views Contract Information 1) Pre-condition: the user of the partner organization has received the approval email alert of Contract Information. 2) The user logins into the NIO Partner portal 3) Click Contract Information tab link 4) Contract Information Home page displays 5) Note: Numbers of new contracts during the week display in home page

6) Click the Contract Information link under My Menu, Contract Information page displays. 7) Input search criteria and search contract here. 8) By Clicking the Contract No or Download link, the contract is downloaded for reviewing. 9) By Clicking the ECA Code link, the ECA is downloaded for reviewing.

Note: Email Alert While a New Contract is pushed, related Partner will receive an email alert about this. While a Contract is cancelled, related Partner will receive an email alert about this. When the contract has price change, related Partner will receive an email alert about this. 3.10 The Partner Organization Requests the Order Information Application 1) The security admin of the partner organization login NIO portal and click Self Administration > More information

2) Then click My organization> Request a Service Package for my Organization 3) Click Request a sub-package (application package) 4) Click Request button besides Order Information

5) Click Continue, the Order Information request is submitted successfully. 6) Wait for the HelpDesk/NIO administrator's approval.

7) Once the request is approved, the security admin of the partner organization will receive an approval email alert. Access the NIO portal again and view my organization> View my organization Service Packages, Order Information is granted. 3.11 The User Requests the Order Information Application 1) Login NIO Portal and click self-administration>more information

2) Click my Profile>Request a Service Package 3) Click the request sub-package (application package) 4) Select Order Information, input reason and click continue.

5) The Security Admin of the Partner Organization approves the user s request via Administration>Pending Requests>User requests> User service package

6) Wait for the HelpDesk/NIO admin s approval 7) Once the request is approved, the user will receive an approval email alert. Access the NIO portal again and view my Profile> View my Service Packages, Order Information is granted.

3.12 The User Views Order Information 1) Pre-condition: the user of the partner organization has received the approval email alert of Order Information. 2) The user logins into the NIO Partner portal 3) Click Order Information tab link 4) Order Information Home page displays 5) Note: Numbers of new Order during the week display in home page 6) Click the Order Information link under My Menu, Order Information page displays.

7) Input search criteria and search order here. 8) By Clicking the Order No or Download link, the Order is downloaded for reviewing. Note: Email Alert While a New Order is pushed, related Partner will receive an email alert about this. While an Order is updated, related Partner will receive an email alert about this. While an Order is cancelled, related Partner will receive an email alert about this. 3.13 The Partner Organization Requests the Finance Information Application 1) The security admin of the partner organization login NIO portal and click Self Administration > More information 2) Then click My organization> Request a Service Package for my Organization

3) Click Request a sub-package (application package) 4) Click Request button besides Finance Information

5) Click Continue, the Finance Information request is submitted successfully. 6) Wait for the HelpDesk/NIO administrator's approval. 7) Once the request is approved, the security admin of the partner organization will receive an approval email alert. Access the NIO portal again and view my organization> View my organization Service Packages, Finance Information is granted.

3.14 The User Requests the Finance Information Application 1) Login NIO Portal and click self-administration>more information 2) Click my Profile>Request a Service Package

3) Click the request sub-package (application package) 4) Select Finance Information, input reason and click continue.

5) The Security Admin of the Partner Organization approves the user s request via Administration>Pending Requests>User requests> User service package

6) Wait for the HelpDesk/NIO admin s approval 7) Once the request is approved, the user will receive an approval email alert. Access the NIO portal again and view my Profile> View my Service Packages, Finance Information is granted.

3.15 The User Views Finance Information 3.15.1 Finance Home Page 1) Pre-condition: the user of the partner organization has received the approval email alert of Finance Information. 2) The user logins into the NextEV Partner portal 3) Click Finance Information tab link 4) Finance Home page display Note: The total number for each of below Finance information displays in home page Un-invoiced GR Draft Invoice Error Invoice

Invoice Send in this week Paid invoice in this week New Confirmation Requests 3.15.2 GR Report 1) Click GR Report on under my menu, Finance Information > GR Report page display. 2) Input search criteria and search GR here Note: The GR Report can be downloaded by clicking download button in the search page

3.15.3 Create Invoice 1) Click Create Invoice on under my menu, Finance Information > Create Invoice page display. 2) Input search criteria and doing search, the GRs that satisfy the criteria display 3) select the GR and click Create Invoice button

Note: Only the GRs with Currency, Tax Code, Payment Term Code consistent can be created in one invoice and the maximum GR number is 990. 4) Invoice Detail page displays 5) Input Invoice No and Invoice Date, Click Save as Draft or Save and send.

Note: After Save as Draft, the invoice will be in draft status. User can update Invoice NO and Invoice Date or Delete the draft status invoice. After Save and Send, the invoice will be sent to NIO. User cannot update Invoice NO or Invoice Date or Delete the invoice. After Save and Send, the invoice will be in Error status if there is Error in the invoice. Meanwhile, User will receive an email alert for the Error, and User can delete the Error invoice and re-create One. After Save and Send, the invoice will be in Success status if there is no Error in the invoice. Then, User Could Send the paper invoice to NIO. The invoice will be in AP status after NIO received the paper invoice. The invoice will be in Paid status after NIO paid. If the invoice is reversed, the invoice will be in delete status. And the user will receive an email alert for this. User could re-create an invoice 6) Select the created invoice and click Batch no

Go 7)Click downloda

Download detail page displays 3.15.4 Search Invoice 1) Click Query Invoice under my menu, Finance Information > Query Invoice page display. 2) Input search criteria and search Invoice 3) Select the invoice, click Batch No or Invoice No, Invoice Detail page displays.

3.15.5 Confirmation Requests Information 1) Click Confirmation Requests information under my menu, Finance Information > Confirmation Requests information page display. 2) Input search criteria and Click search 3) Select a Confirmation Requests which need confirmation, Click the download link or Confirmation Requests Number, the confirmation request will be downloaded. 4) Review the confirmation request. 5) Click Confirm link, below message displays.

6) Click OK button, below page display. Note: If it is correct in confirmation, Click Confirm Button in next page; If there is difference in confirmation, input comment for the difference and Click Difference Button in next page. Email Alert While a New Confirmation Request information is pushed, related Partner will receive an email alert about this. 3.16 View News in NIO portal 1) User access NIO portal 2) Related news displays in NIO portal

3.17 View Bulletins quick list in welcome 1) User access NIO portal and login 2) User can view the latest un-read Bulletins under Directed Communication section in Welcome page. 3) Click the ID of the Bulletin 4) Detail information of the bulletin displays 3.18 View Bulletin 1) User access NIO portal and login 2) Click Directed Communication tab

3) Select the bulletin, Click ID or subject, Bulletin detail page displays.

4. Covisint Helpdesk 1) If you meet issue on account locked, password forgotten and other login issues on the system, you can get help from Covisint portal Helpdesk. Phone of Global helpdesk is here: https://portal.covisint.com/web/supportauto/contactus/autosupplier 2) If you meet issue on data transfer or register new partner organization, you can email APServDesk@covisint.com, or dail +86-21-61713290. Covisint Helpdesk will give the support on those. 3) Above information can be found in NIO Portal Self Administration page too. 4) For business related issue, please contact NIO related business person.