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User Manual for Community Administrators of the Procserve

1. A Sa Catalogue Manager gt 9 d amp b v Page gt Safety Tools e Administration Loggedina Saturn Admin Admin Saturn Log off ProcSe rve a gt g DEMOCATALOGUE001 7 amp Iig DEMOCATALOGUE001_1 DEMO Catalogue 1 Created Update expected Supplier review Buyer review Productive Replaced x Catalogue file Source Multimedia contents B Source Proqress d Catalogue Overview Page 112 Catalogue a Supplier Buyer Current catalogue edition Current status Links z z DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST amp pliers Edition of 22 07 2011 Update expected Ba arserweax DEMOCATALOGUE002 1 DEMO Catalogue 2 TEST a Leis agg Edition of 25 07 2011 Release scheduled D E A t S Acatalogue properties DEMOCATALOGUE004 1 DEMO Catalogue 4 TEST a endl aren Edition of 29 07 2011 Update expected Dea atSYRB x a REMACATALACIICANE 4 MEMA Oatalaniin amp TECT Toni Test Buying Cditinn af nomoinnaa M EEEE E Dmh a m e a F https saturn pem procserveonline com PCM main load do amp Internet gay 100 3 Import BMECat File Click the browse button on the catalogue file path Note You need to use the BMECat file xml and not the Excel xls file to load the catalogue 4 Click the Transfer button in the right C Procserve Holdings Limited 2012 G S procserve Importing the Updated Catalogue Single Buyer Catalogue Updates Ei Catalogue analysis SSS SSS Se ee The catalog data
2. hd A 100 Note Check the buyer and supplier are Found If not click on cancel to exit the import and correct the errors in the Procserve Catalogue Builder and reload the file Note The catalogue should be Not Found which is correct as its a new catalogue 7 Click on Continue Import 8 Once the import is successfully completed the confirmation screen is displayed Procserve Holdings Limited 2012 0 Gis Procserve Single Buyer Catalogue Initial Load Importing the Catalogue Catalogue analysis 100 a Time 0 01 w Technical validations o Entries Time 0 01 A Content validations 100 SSS Time 0 05 v Import preparations 100 a Time 0 00 Catalogue import 100 Time 0 05 yf The import has been successfully completed Please go to the import report to investigate any Warnings that occurred 9 Click on Close if visible at the bottom of the Catalogue Import screen or click outside the Catalogue Import screen 10 The catalogue will now be in Supplier Review PN ee eee Creiaad Ugdasip map I Lary lew ae Prodi Heplaced General information on import report for 7 Sep 2011 1426 AT Tippit Pi 4 5 Taar Sipi Buyer LIBE 2 Wut Bayer Te Page a iP it hara AETI t E e E E TEH ID Para E Pa D ea a G Coe copie T Bical 12 FE T Bu a e ee ee os a z 1 rial Select Validate to run the validation report and then select Release to Buyer Pr
3. Overview fs ProcServe Description ProcServe marketplace C Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management 2 2 2 3 2 Sharing catalogues within a Hybrid Community Managing the sharing of catalogues and classification vews will be done from OTIS The community members will have a list of catalogues available to them The catalogues available consist of e Network catalogues available to the community e Community catalogues made available to all members e Catalogues other community members have shared with the buying organisation e Catalogues shared by network members outside the hybrid community e Private catalogues only available to the individual buyer The below shows a Hybrid Community Hello Daryl You last logged in today 3 August My Profile Feedback Logout ment Supplier Registration PS Demo Community o Edit Helpdesk telephone number 0645 609 6727 Helpdesk email address Supporti preccsery e Gon Default skin defaultSkin Administrating organisation ProcServe Buyer self registration Self registration is disabled User terms User terms i disabled User profiles Users can edit their own profile details Admin copy Admin copy is disabled Supplier list Supplier fist is enabled Public content Can subscribe to public catalogues Community Type Hybrid Community Short name PSDC Maximum quote value 100 000 00 Under Community
4. User Manual for Community Administrators of the Procserve Commerce Hub Release 4 7 ate TES pumeeesesssss554585 p Procserve Holdings Limited 2012 All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks This document has been prepared and remains the copyright of ProcServe The information contained in this document is proprietary and confidential to ProcServe and should only be made available to the recipients defined in the Distribution List or employees of the recipients business The recipient of this document agrees that it will not duplicate any information contained within this document except for internal use This document is version controlled and any updates or amendments will be detailed in the Change Control section of this document The information defined in this documentis relevant to the date and time of its publication ProcServe accepts no responsibility for inaccuracy of the information contained within this document after its publication date The BuyerConnect product referred to in this manual is pr
5. 26 July MyProfile Feedback Logout Emcee Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe Home Welcome Welcome to OTIS the latest generation of online procurement tools designed to simplify the procurement process and enabling rapid benefits realisation OTIS provides immediate and simple access to rich content provided by your suppliers on the ProcServe Trading Network Its intuitive nature lets you buy what you need easily while helping you to manage the end to end transaction process with your suppliers fully electronically and on line Whether you re looking to buy basic commodities or complex products and services OTIS helps you manage the procurement process so you can ensure that you get the goods and services you need when you want and at the price you have agreed OTIS enables you to Create requisitions from the catalogues available to you via the ProcServe Trading Network or by using free text ordering Ensure that all requisitions are forwarded for approval by the appropriate budget holders Generate purchase orders and other procurement documents and transmit these electronically to suppliers Receive electronic invoices and other related procurement transactions from suppliers Manage and view all of these documents in a simple inbox outbox based environment Control your spend using the document history and audit trai
6. Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory Home Welcome Welcome to OTIS the latest generation of online procurement tools designed to simplify the procurement process and enabling rapid benefits realisation OTIS provides immediate and simple access to rich content provided by your suppliers on the ProcServe Trading Network Its intuitive nature lets you buy what you need easily while helping you to manage the end to end transaction process with your suppliers fully electronically and on line 2 Click on Edit My Profile Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe WETENGE Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory My Profile Mr Buyer_ Administrator j y Profile User Name buyer_administrator strn011 Email address nasir ahmed55 procserve org Organisation SATURN LTD Procserve Holdings Limited 2012 C CS procserve Procserve Commerce Hub Getting Started My Profile 3 Edit the features you wish to change Hello Buyer_ You last logged in today 26 July MyProfile Feedback Logout ProcServe Enea Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory My Profile ii C buyer_admin
7. ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login User Name Password Forgotten your password Forgotten your User Name Unlock Account 2 Click on the Forgotten your password link at the bottom of the page ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login User Name Password ger Account Procserve Holdings Limited 2012 G S procserve Procserve Commerce Hub Getting Started Retrieving a Lost Password 3 Enter your username ProcServe To recover your User Name please enter your email address below and we will send you your User Name Recover your User Name Email address Submit 4 Click Submit Note Your password will be sent to you via email The next time you log in you will have to change it from the system generated password Procserve Holdings Limited 2012 G S procserve Procserve Commerce Hub Getting Started Retrieving a Lost Username 2 1 3 Retrieving a Lost Username Overview Should you forget your username you can request a reminder which will be emailed to your registered account Retrieving a lost username 1 Navigate to the Procserve Commerce Hub URL https obuy ers procserveonline com otis
8. 87 Add a new Buying Organisation Step 1 Add profile data foment Make sure that the image you use is 100 pixels wide by 80 pixels high leave this blank to continue using the current image 742389614 This should by a nine digit long number Contact details Telephone number 6741782399999 7 When complete click Next Step Community Management Community settings Buying Organisations 45 Users in Buying Organisations 87 Add a new Buying Organisation Step 1 Add profile data Step 2 Add system settings Short name ryl002 Default language English UK ProcServe default Sorry you can t edit this Approval Orders need approval before being submitted to suppliers Payment Options Invoice Credit Debit Card Lodged Card ProcServe ePayment Sed seere moo Use shared secret Public content key Sorry you can t edit this Step 3 Select classification views Step 4 Add services Note The approval box determines whether for this organisation the order requires approval before being Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Community Management transmitted to the supplier 8 Click Next when satisfied with the settings Note Dependent on your community settings you may have to select the classification views for the organisation as this stage 9 Add the services the organisation will be able to see and do
9. Management select the Community you want to manage from the drop down box in this case the Hybrid community PS Demo Community Procserve Holdings Limited 2012 C C65 Procserve Procserve Commerce Hub Administration 47 Community Management Hello Daryl You last logged in today 3 August My Profile Feedback Logout Network Management Community Management Organisation Management PS Demo Community Helpdesk telephone number Helpdesk email address Description This is a Hybrid Community Managed by ProcServe To share catalogues across the community or with specific buying organisations within your community select Catalogue Settings Community Management iiy seff Catalogue Sharing A PS Demo Community My Catalogues PSDCV2_ANYONE_ 01_1 ANYONE LTD PSDC_ANYONE 01_1 ANYONE LTD shared Catalogue Status Catalogue ID Supplier nane GEMPUBLOGICOO1_1 LOGICLINE GROUP LTD Gel TestVerd1_O01_1 Test Version 41 supplier GeM_DMBRTEST_001 1 DM Branding Test TTESTPUBIMAGES DM Branding Test Two catalogue types My Catalogues and Shared Catalogues Catalogue settings is an additional tab available for Hybrid Communities To share a catalogue click Edit Sharing It provides the following options e Shared wth whole community shares with all Buying organisations in the community Procserve Holdings Limited 2012 CS procserve Procserve Com
10. Palace Road Default address London London SW1W 9SR United Kingdom Fax number Preferred language English UK Document notifications Receive email notifications for new documents You will see the organisations you already have access too Tip You can edit the roles you have in the existing organisations from this screen too 7 Click on Add another organisation at the footer of the page Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Community Management User Management Browse Users 55 General Roles Classification Views Organisations Mr Nasir Ahmed Ang Jupiter Ltd Buyer administrator Demo Ltd Buyer administrator Department for Work and Community administrator Buyer administrator Basic buyer Buyer reporter Gel Centre of Excelence Dem Buyer Buyer administrator Buyer super user Advanced buyer Basic buyer Buyer reporter Buyer administrator Jupiter Buyer Ltd Buyer administrator Jupiter Supplies Ltd Buyer administrator Microtronics Buyer administrator ProcServe Community support Community reporter Buyer super user Buyer contract manager Buyer authoriser Buyer reporter Edit Roles Root Administrator Network administrator Network support Network contract manager Community administrator Supplier administrator Fait Roles Buyer administrator Buyer administrator 8 Search for the organisation you wish to add the user t
11. The organisation will only be able to see the menus that you enable here Step 3 Add services Menu Access pmo Add organisation 10 Click Add organisation when complete Community Management Organisation Management You will get a success message Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Community Management Hello Nasir You last logged in today 14 August MyProfile Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Catalogue Access Management Catalogue Management Community Management Search users g i isati Users in Buying Organisations 100 Add a new Buying Organisation Zanzibar 30 Buying Organisations 29 Enabled 1 Disabled rT a aa yap Royal London E17 8KQ 14 Aug 2012 14 Aug 2012 F Jupiter Buyer Ltd London SW1W 9SR 17 Nov 2011 13 Aug 2012 Green London E17 8JQ 01 Aug 2012 02 Aug 2012 11 You then need to add your first user to the organisation which is highlighted in the next section Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management 2 2 2 2 3 2 Adding a New User Overview This section describes how you can add a new user to an new or existing organisation Pro
12. Update Expected C Procserve Holdings Limited 2012 G S procserve Single Buyer Catalogue Updates Overview 3 2 Single Buyer Catalogue Updates 3 2 1 Overview This section describes the process a supplier will follow to load catalogue updates using a BMECat file Note The updated load of a catalogue is normally performed by a supplier Should you need to update a catalogue for any reason the below steps can be followed If the supplier is performing the update please go to the Approving you Catalogue and Exporting your Catalogue within the multi obuyer catalogue section Procserve Holdings Limited 2012 c8 procserve Single Buyer Catalogue Updates Importing the Updated Catalogue 3 2 2 Importing the Updated Catalogue The following steps should be completed by the supplier 1 Navigate Admin Menu gt gt Catalogue Management 2 The Catalogue Manager is displayed Select the Catalogue and the actions that can be completed at this stage will be available gt Catalogue Manager Windows Internet Explorer Ge y E https procserveonline com x B llall x a pl File Edit view Favorites Tools Help x Google v G Search 7 More gt gt Sign In A we Favorites 3 Harlem Renaissance House 3 Best of the Web Channel Guide C Free Hotmail Internet Explorer News Internet Start A Quick Search exe ee Toggle Images exe
13. against a specific catalogue if you wish 1 Amending the validation profile from your standard profile Select the validation profile icon for your catalogue ea To change the evaluation against a rule select an option from the drop down list options vary depending on the type of rule Do not valuate gt yt Import blocker Release blocker Informal To add a rule select a similar rule and click on the Create a new rule based on this rule icon ce Th Change the required details and click on save Tip Ensure you give the rule a meaningful name so that others can recognise what that rule checks for Tip Do not amend rules as this amends the rule for all catalogues and organisations on the system 2 Click on the Buyer Review status link for the catalogue Administration stration 1as toniagriffiths toni Griffiths Toni Log off ProcServe Catalogue Overview Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUEDO01_1 DEMO zr MVorteOBOrevePy e a a a TEST Edition of 22 07 2011 Buyer revie Catalogue 1 Toni Test Buying Organisation w wD x 3 Select Validate to validate the catalogue against the validation rules set for this catalogue Administration nas toniariffiths toni Griffiths Toni Loa off Created Update expected Supplier review Buyer review Productive Replaced x General information on validation report for 22 Jul 2011 17 39 07 Supplie
14. are not complete Please open Catalogue A missing data Technical validations Content validations Import preparations Catalogue import Hote 5 The Summary page is displayed 100 ine to add the 6 Once the import is successfully completed the confirmation screen is displayed Procserve Holdings Limited 2012 2 C6 Procserve Single Buyer Catalogue Updates 71 Importing the Updated Catalogue Catalogue analysis 100 ESE aaa se Time 0 01 5 v Technical validations 5 Entries Time 0 01 y Content validations 100 A SS Time 0 05 v Import preparations 100 ET Time 0 00 v Catalogue import 100 Time 00S _ The import has been successfully completed Please go tothe import report to investigate any Warnings that occurred 7 Click on Close if visible at the bottom of the Catalogue Import screen or click outside the Catalogue Import screen Note Depending on the workflow configured for this catalogue the catalogue will now go to Supplier Review An email will be sent to the nominated supplier user to prompt them to complete this Administration Logged in as toniariffiths toni Griffiths Toni Loa off ProcServe Catalogue Overview Catalogue Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO om VBE at Fe a TEST Edition of 22 07 2011 Buyer review Catalogue 1 Toni Test Buying Organisation Huver review le W
15. login html marketplace procserve You will be presented with the log in screen at log in screen 2 Click on the Forgotten your username link ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login User Name Password Login Forgotten your password Forgotten your User Name Unlock 3 Enter your email address ProcServe To recover your User Name please enter your email address below and we will send you your User Name Recover your User Name Email address buyer_administrator procserve com Procserve Holdings Limited 2012 G S procserve Procserve Commerce Hub Getting Started Retrieving a Lost Username 4 Click Submit Note Your username will be sent to you via email as an example below Hello Buyer_ We received a request for your User Name to be resent to you Please see below Your User Name is buyer_administrator strn011 Using this and your Password you can now log in to the eMarketplace at saturn buyers procserveonline com otis login f laceld 2 amp locale en GB The first time you use this password you will be asked to change it to something more memorable for you It is recommended that instead of typing the User Name try copying and pasting it into the login screen using the following steps 1 Highlight the User Name making sure there are no spaces at the b
16. you can edit the helpdesk contact details organisations and catalogue content and views 2 Organisation Management You can view and edit the the general address details of your organisation in Organisation Management 3 User Management You can add edit and deactivate users within your organisation in User Management 4 Supplier Registration You can manage your supplier adoption in Supplier Registration 5 Catalogue Access Management You can determine which organisations and users can see what content in Catalogue Access Management 6 Catalogue Management You can upload and manage your catalogue content in Catalogue Management Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management Procserve Holdings Limited 2012 C G S procserve Procserve Commerce Hub Administration Community Management 2 2 2 Community Management 2 2 2 1 Introduction to Managing My Community Overview Within Community Management you can edit the helpdesk contact details organisations and catalogue content and views This section highlights how you can manage your community Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Administration Community Management 2 2 2 2 Community Administration 2 2 2 2 1 Administering
17. Catalogue Workflow You need to set users for all 7 sections O Update Expected Supplier Super User Import Blocked Supplier Super User Supplier Review Supplier Super User Buyer Review Buyer Super User Release Scheduled Buyer Super User Productive Buyer Super User Replaced Buyer Super User OoOoO000 O 5 Ensure that the Automation settings are set as required Click on Automation Settings E mail settings Automation settings Release settings A Winmaied mpi Sinaia vee supper aWiomaie d valkiabon buyer Auiomaied release H 0 GO g ina a s Sae Note Suggested setting for standard catalogue is to deselect Automated validation supplier to enable Supplier Review status on subsequent loads 6 Check release settings are as required Procserve Holdings Limited 2012 G S procserve Single Buyer Catalogue Initial Load Configuring Catalogue Workflow E mail settings Automation settings Release settings Release mode New and replace l As 00n as possible me PO Create search database Create incrementally 6 Click on Save 7 Click on close or click outside of the catalogue Procserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Initial Load Validating your Catalogue 3 1 4 Validating your Catalogue The catalogue will automatically inherit the standard validation that has been defined for all catalogues in your organisation You are able to change the validations
18. Community Helpdesk Details Overview Within Community Settings you can change the contact details for the communities helpdesk Community Management Click on Community Management Click on Community Settings Click on Edit icon CMO02 Creating Classification Views To edit your Community Details 1 Click on the Administration tab Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Community Management 2 Click on the Community Management tab and then Community Settings Tip If you administer multiple communities you can change the drop down to the community you wish to work with ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration WebSerices Accounts Catalogue Access Management Catalogue Management i ProcServe 7 Go nin atin ProcServe Community settings Buying Organisations 89 Users in Buying Organisations 213 Zanzibar xchangewales OPEN xchangewales eTrading For Schools AppStore 4 4 Indidivually Managed Public ProcServe OPEN eMarketplace Managed Commun
19. Importing the Catalogue 57 Transfer Catalogue file Source CADocuments and Settings LONAN My Documents 2011 Consulting Testing 4 3 TES Progress File transfer E Hote Select the catalogue file you want to transter here and contirm by clicking on Transfer 5 During the import process catalogue manager will stop the import and you will be prompted to run a catalogue analysis Click on the catalogue analysis link El Catalogue analysis 100 hea EE ES ES eee ae Ee The catalog data are not complete Please open Catalogue Analysis to add the missing data i Technical validations Content validations Import preparations Catalogue import i Hote 6 Verify the details in the catalogue analysis pop up window C6 Procserve Procserve Holdings Limited 2012 Single Buyer Catalogue Initial Load Importing the Catalogue Catalogue analysis Windows Internet Explorer pcr procserveonline com M Delete Cancel Catalogue recipient buyer Buyer name Supplier Supplier name Catalogue Catalogue identifier Catalogue name Catalogue statistics Done Continue analysis Catalogue data ZZBar 43 Multi Buyer Test Found Catalogue data PServe 4 3 Test Supplier Found Catalogue data ZZM1_PS43_333_1 ZZM143_PS43_333 Not found System data ZZBar 43 Multi Buyer Test System data PServe 4 3 Test Supplier System data ZZM1_PS43_333_1 ZZM143_PS43_333 Internet f
20. Registration Catalogue Access Management Catalogue Management Community Management Search users Go Buying Organisations 30 Users in Buying Organisations 102 Add a new User to a Buying Organisation Zanzibar 102 Users in Buying Organisations 59 Enabled 43 Disabled User s Organisation Added Last updated Nasir Ahmed nasir ahmed59 procserve org nasirahmed ryl001 Royal 14 Aug 2012 14 Aug 2012 ENABLED 6 You can now add classification views so the user can shop using the marketplace and add additional roles Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management 2 2 2 2 4 Community Administration Roles Matrix When assigning roles to a community administrator although other roles may be visible only the following should be used Note All users within the Community Admin organisation should be given the Buyer Contract Manager role Community Community Buyer Contract Role Description Administrator Contract Manager Manager gt gt gt gt gt gt gt gt This should only be done by Procserve Service Desk Support teams This should be done by the buying organisation and not Value Wales Classification views need to be created and maintained in Catalogue Access Management and not the new Buyer Portal Only if granted access by Community Administrator to other orgs Procserve Holdings Limited 2012 G S procs
21. amp x Buyer Review Once a supplier has performed the upload they will release the catalogue to buyer review The Procserve Catalogue Management System will automatically email you providing the workflow was correctly configured so you can complete the rest of the process Procserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Updates Approving your Catalogue 3 2 3 Approving your Catalogue The buyer review is now required The buyer contract manager will need to check and then approve the items catalogue To approve the items in your catalogue you will need to approve them in Catalogue Explorer 1 Select Catalogue Explorer from Links tem search Comparison New Mass editing g eT Delete A 7 Standard cf x a ar Page of1 2 tems of 13 selected UNSPSC 8 1201 M ey tem number Short description Manufacturer Manufacturer s item no EAN Lead time Release status gt History ES All items in this catalogue 564863008 1 1 Not checked E Unstructured item H 3 23 Industrial Manufacturing and Proces 364663012 2 1 Not checked 90 Travel and Food and Lodging and Er O 3 1 Not checked o 715806 gt gt 4 1 Not checked 2 You can now approve and or reject the items loaded Select items by ticking the item box es To select all tick the box above the items The release status for each item is Not Checked You can now inspect ea
22. by the appropriate budget holders Generate purchase orders and other procurement documents and transmit these electronically to suppliers Receive electronic invoices and other related procurement transactions from suppliers Manage and view all of these documents in a simple inbox outbox based environment Control your spend using the document history and audit trails to provide easy visibility for you and your organisation 4 Click on the Buying Organisations tab Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management Hello Nasir You last logged in today 14 August MyProfile Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Web Services Accounts Catalogue Access Management Catalogue Management Community Management Community settings Buying Organisations 45 Users in Buying Organisations 87 Overview fs Zanzibar Buyer helpdesk telephone number 44 845 603 2885 Buyer helpdesk email address zanzibarhelpdesk procserve_com Supplier helpdesk telephone number 44 845 603 2885 Supplier helpdesk email address zanzibarhelpdesk procserve com Description Zanzibar marketplace From here you can see all the existing buying organisations in the community 5 Click Add a new buyin
23. ch item and reject or approve them or you can approve them all immediately as described below To reject an item check the relevant left hand column and click the Reject icon to the top right of the page The item is now marked for rejection Note You will need to contact your supplier stating the reason why the items were rejected so they can amend their items in the catalogue and resubmit them to the buying organisation to load and or approve as required Approve Items tem search Comparison New Mass editing oo o Delete p m a i Standard v ee a BH page of 1 2 items of 13 selected UNSPSC 8 1201 v n C tem number Short description Manufacturer Manufacturer s item no EAN Lead time Release status A History SSS eer 564863008 1 1 Not checked Unstructured item E E 23 Industrial Manufacturing and Proces 2 1 Not checked 29 90 Travel and Food and Lodging and Er O 715805 3 1 Not checked EJ 715806 1 Not checked 3 When you are sure that an item is correct you can check the relevant items and click the Approve icon to the top right of the page Tip If you wish to view an item s detail click the Item number link to display the item details Tip You can approve items one at a time or you can click the left hand column heading box to select all items Procserve Holdings Limited 2012 C G SS Dprocserve Single Buyer Catalogue Updates 73 Ex
24. cserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Administration Community Management Adding a user 1 Click on Community Management and then Users in Buying Organisations Hello Nasir You last logged in today 14 August MyProfile Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Catalogue Access Management Catalogue Management Community Management Search users so Buying Organisations 30 Users in Buying Organisations 100 Add a new User to a Buying Organisation Zanzibar 100 Users in Buying Organisations 57 Enabled 43 Disabled aus a EE iiaa Organisation Added Last updated name date date Emaste PE Nasir Ahmed nasir ahmed procserve com nasirahmed proc ProcServe 11 Nov 2011 14 Aug 2012 Super Buyer nasir ahmed13 procserve org superbuyer jptr004 Jupiter Buyer Ltd 17 Nov 2011 13 Aug 2012 O Henry oh10 paconsulting com ohenry proc ProcServe 15 Aug 2011 07 Aug 2012 2 Click on Add a new User to a Buying Organisation Hello Nasir You last logged in today 14 August MyProfile Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Catalogue Access Managemen
25. dress London Greater London E17 4SD United Kingdom Download as a vCard 3 To edit the details click Edit 4 Once complete click Save Changes Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub Organisation Management System settings Classification Views Catalogue Sharing Sr Make sure that the image you use is 100 pixels wide by 80 pixels high leave this blank to continue using the cument image ware The Red Building Hoe Street Walthamstow Financial information corsa FE Other information Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 2 3 1 2 Editing the Organisation s System Details Overview You can edit your organisations system settings in Organisation Management System Settings Editing your organisation s system settings 1 Click on the Administration tab Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management 2 Click on Organisation Management Hello Buyer_ You last logged in yesterday 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supp
26. e aware of the password restrictions within your marketplace that are narrated above the password change fields 4 Click Save new password to save the changes Note You can cancel the changes by clicking the Cancel button Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Getting Started Giving Feedback on Procserve Commerce Hub 2 1 8 Giving Feedback on Procserve Commerce Hub Overview You can use the feedback section to provide Procserve with feedback on the system Providing feedback 1 From any screen within Procserve Commerce Hub click Feedback Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout Eminem Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe 2 Enter your feedback notes and subject in the box provided Feedback Feel free to use this form in order to provide any kind of feedback that you have Maybe you d like to see some different features Or prehaps you have a great idea about how to improve what already exists Or maybe you d like to get in touch and let us know what you like or dislike about our system Once you have submitted your feedback we will send you a copy at your registered email address nasir ahmed55 procserve org and if a response is needed we ll contact you within the next two working days trevor burgess procserve com nasir ahmed55 pr
27. ectory Administration Menu Options Note Dependant on your organisation set up and roles you have been given you may not have access to some of the menu options 1 Community Management Within Community Management you can edit the helpdesk contact details organisations and catalogue content and views 2 Organisation Management You can view and edit the the general address details of your organisation in Organisation Management 3 User Management You can add edit and deactivate users within your organisation in User Management 4 Supplier Registration You can manage your supplier adoption in Supplier Registration 5 Catalogue Access Management You can determine which organisations and users can see what content in Catalogue Access Management 6 Catalogue Management You can upload and manage your catalogue content in Catalogue Management Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management C Procserve Holdings Limited 2012 G S procserve Procserve Commerce Hub Getting Started My Profile 2 1 5 My Profile Overview Within the My Profile you can edit your general details and view the roles that you have You can also view the organisations that you belong to and switch to these organisations to administer and v
28. eginning or the end 2 Right click and select Copy 3 In the User Name field of the login screen right click again and select Paste If you did not request a User Name reminder please contact the Zanzibar Service Desk via zanzibarhelodesk procserve com Procserve Holdings Limited 2012 G S procserve Procserve Commerce Hub Getting Started Navigating Around Procserve Commerce Hub 2 1 4 Navigating Around Procserve Commerce Hub Overview When you first log in to Procserve Commerce Hub you will land on the homepage Below is a brief description of where you need to navigate to in order to access the various features of Procserve Commerce Hub Note The menu options and features that you have will depend on your organisation and the role that you have been given The Hompage 1 Header from here you can change your profile and password give feedback on Procserve Commerce Hub and log out of Procserve Commerce Hub 2 Menu tabs the two options are Main Menu and Administration These are described later in this section 3 Menu options once selected you can view a variety of other menus which are described later in this section 4 Menu body the detail of the area where you can complete your required task 5 Footer details Procserve privacy and accessibility details as well as some useful contact information of the Procserve Commerce Hub administrators Hello Buyer_ You last logged in today
29. ello Nasir You last logged in today 13 August MyProfile Feedback Logout ProcServe Administration Root Management f Network Management Community Management Organisation Management User Management Supplier Registration Buyer Registration Catalogue Access Management Catalogue Management Network Management Communities 12 Overview fs ACPO Police Procurement Hub Buyer helpdesk telephone number 0845 603 2885 Buyer helpdesk email address procservesupport procserve com Supplier helpdesk telephone number 0845 603 2885 Supplier helpdesk email address procservesuppornt procserve com Default skin acpo Administrating organisation NPPH Buyer self registration Self registration is disabled User terms is disabled ere e Under Community Management select the Community you want to manage from the drop down box in this case the Hybrid community PS Demo Community Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management Hello Nasir You last logged in today 13 August MyProfile Feedback Logout ProcServe Administration Root Management Network Management Community Management Jj Organisation Management User Management Supplier Registration Buyer Registration Catalogue Acc Management Catalogue Management Community Management ProcServe Community settings Buying Organisations 1057 Users in Buying Organisations 1256
30. en you have switched organisation you will have the roles assigned to the user for that organisation You will also be presented with a text box stating which organisation you are currently working as Hello Nasir You last logged in today 13 August MyProfile Feedback Logout ProcServe Emcee Administration Home Supplier Directory The organisation you are currently logged in with is Demo Ltd To switch back you can either go to My Profile and select your organisation or log out and log in again 2 G5 Procserve Procserve Holdings Limited 2012 Procserve Commerce Hub Administration Community Management 2 2 2 3 Hybrid Communities 2 2 2 3 1 Overview A Hybrid Community is used where a community has a significant need to share content but still require individual buying organisation to control some of their content in particular double Punch Out Suppliers Managing the sharing of catalogues and classification vews will be done from OTIS The community members will have a list of catalogues available to them The catalogues available consist of e Network catalogues available to the community e Community catalogues made available to all members e Catalogues other community members have shared with the buying organisation e Catalogues shared by network members outside the hybrid community e Private catalogues only available to the individual buyer The below shows a Hybrid Community H
31. erve Procserve Commerce Hub Administration Community Management 2 2 2 2 5 Buying Organisation Roles Matrix When assigning roles to a user in a buying organisation although other roles may be visible only the following should be used Note Buyer Super User role is no longer used Buyer f Role Description Administrator Buyer Reporter Classification views need to be created and maintained in Catalogue Access Management and not the new Buyer Portal E Toe C o Procserve Holdings Limited 2012 G S procserve Procserve Commerce Hub Administration 37 Community Management 2 2 2 2 6 Switching Organisations Overview This section highlights how you can switch organisations to work in their organisation and troubleshoot issues Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Administration Community Management Switching Organisations Note As the above flow chart suggests there are different steps required to switch organisations depending on your current user configuration The following instruction will show the full process as if this was the first time you have the requirement to switch to the organisation This is done in two main steps Adding the organisation to your Profile and Adding Roles that the user will have within this organisation Adding an organisation to a user profile 1 Log in to Procserve Commerce Hub 2 Click on Administration Hello Buye
32. erve also provides services in order to implement these commerce solutions and exploit their capability The level of services provided are entirely flexible Procserve Holdings Limited 2012 C G V procserve Procserve Commerce Network Procserve Commerce Hub Getting Started Logging on to Procserve Commerce Hub 2 Procserve Commerce Network 2 1 Procserve Commerce Hub Getting Started 2 1 1 Logging on to Procserve Commerce Hub 1 Navigate to the Procserve Commerce Hub URL https buy ers procserveonline com otis login html marketplace procserve You will be presented with the log in screen ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login User Name Password Login Forgotten your password Forgotten your User Name Unlock Account 2 Enter your username and password Tip You will have received these via email It is sometimes easier to copy and paste the system generated password ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login User Name buyer_administrator strn011 Password eesseeeeeceeeee Login Forgotten your password Forgotten your User Name Unlock Account Procserve Holdings Limited 2012 C G S procserve Procserve Commerce Hub Getting Sta
33. g organisation Hello Nasir You last logged in today 14 August MyProfile Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Web Services Accounts Catalogue Access Management Catalogue Management Community Management Search users Go Buying Organisations 45 Users in Buying Organisations 87 Add a new Buying Organisation Zanzibar 45 Buying Organisations 41 Enabled 4 Disabled onupiowadoe SATURN LTD London E17 4SD 10 Feb 2012 08 Aug 2012 Disable H M Government Cabinet Office London SW1A 2AS 25 Jul 2012 26 Jul 2012 ABLED Disable Olympics London SW1W 9SR 29 May 2012 18 Jul 2012 BLU London E17 amp JQ 18 Jul 2012 18 Jul 2012 6 Complete the web form details Note Fields marked with an are mandatory Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management Hello Nasir You last logged in today 14 August MyProfile Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Web Services Accounts Catalogue Access Management Catalogue Management Community Management Buying Organisations 45 Users in Buying Organisations
34. ht of the page The item is now marked for rejection Note You will need to contact your supplier stating the reason why the items were rejected so they can amend their items in the catalogue and resubmit them to the buying organisation to load and or approve as required Approve Items tem search Comparison New Mass editing oo fE Delete z F A ees Standard a E g wD Page of1 2 items of 13 selected UNSPSC 8 1201 Y W S item number Short description Manufacturer Manufacturers item no Lead time Release status 4 History ES A ll items in this catalogue 564863008 1 1 Not checked E Unstructured item GQ 23 Industrial Manufacturing and Proces 364863012 2 1 Not checked 90 Travel and Food and Lodging and Er g 715805 3 1 Not checked gO 715806 1 Not checked When you are sure that an item is correct you can check the relevant items and click the Approve icon to the top right of the page Tip If you wish to view an item s detail click the Item number link to display the item details Tip You can approve items one at a time or you can click the left hand column heading box to select all items Note If changes are required then you can both amend through the Procserve Catalogue Manager Catalogue explorer interface or va the Procserve Catalogue Builder and re import the file Note Any new file imported will over write the old data where the header data is the same 0 Gi
35. ibed Unsubscribe GeM_DMBRTEST_001_1 DM Branding Test Public catalogue Available Subscribe PSDC_ANYONE_001_1 ANYONE LTD PS Demo Community Available Subscribe TTESTPUBIMAGES DM Branding Test Public catalogue Available Subscribe Procserve Holdings Limited 2012 G S procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 2 3 Administering Procserve Commerce Hub 2 2 3 1 Managing my Organisation 2 2 3 1 1 Editing the Organisation s General Details Overview You can view and edit the the general address details of your organisation in Organisation Management Editing your Organisation s overview 1 Click on the Administration tab Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management 2 Click on Organisation Management Hello Buyer_ You last logged in yesterday 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management f User Management Supplier Registration Catalogue Access Management Catalogue Management Organisation Management SATURN LTD J Edit fo DUNS number 226023588 Contact details Registered name SATURN LTD nasir ahmed procserve com Telephone number 020861237461 Fax number 462379413242 The Red Building Hoe Street Walthamstow Ad
36. iew their configuration Note Dependant on the roles you have been given you may not be able to see all functions in the below screenshots Viewing My Profile 1 Click on My Profile from any page within Procserve Commerce Hub You will be taken to the overvew page where you can view and edit your basic details Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout Ebene Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe My Profile Mr Buyer_ Administrator Edit My Profile User Name buyer_administrator strn011 Email address nasir ahmed55 procserve org Organisation SATURN LTD Hoe Street Walthamstow Default address London E17 4SD United Kingdom C You can view any of the tabs and the details within them by clicking on the tab By clicking on the Roles tab you can view the roles that you have been given Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Getting Started My Profile Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Emcee Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory My Profile Overview Mr Buyer_ Administrator mw os O o Buyer administrator Buyer Administrator users are have the ability t
37. istration Organisation Management User Management Supplier Registration Buyer Registration Web Services Accounts Catalogue Access Management Catalogue Management 3 Click on Community Management Hello Nasir You last logged in today 14 August MyProfile Feedback Logout Main Menu Administration Root Management Network Management f Community Management Community Registration Organisation Management User Management ProcServe Supplier Registration Buyer Registration WebSerices Accounts Catalogue Access Management Catalogue Management Home Welcome Welcome to OTIS the latest generation of online procurement tools designed to simplify the procurement process and enabling rapid benefits realisation OTIS provides immediate and simple access to rich content provided by your suppliers on the ProcServe Trading Network Its intuitive nature lets you buy what you need easily while helping you to manage the end to end transaction process with your suppliers fully electronically and on line Whether you re looking to buy basic commodities or complex products and services OTIS helps you manage the procurement process so you can ensure that you get the goods and services you need when you want and at the price you have agreed OTIS enables you to Create requisitions from the catalogues available to you via the ProcServe Trading Network or by using free text ordering Ensure that all requisitions are forwarded for approval
38. istrator strn011 Sorry you can t edit this Email address buyer administrator procserve com 4 Once complete click Save Changes My Profile Role s Title Foner sewer SS a Note If you wish to cancel your changes click Cancel C Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Getting Started Unlocking your Account 2 1 6 Unlocking your Account Overview Your account will be locked if you enter your log in details incorrectly 3 or more times You will be informed that your account has been locked via an email You can unlock your own account using your memorable word and the access code contained in the email Unlocking your account 1 You will receive an email informing you your account has been locked Within the email are the details you require to unlock your account Hello Buyer_ Your account has been locked due to too many invalid login attempts To unlock your account you will need both a User Name and Access Key included below and you will need your Memorable Word which you specified in your account profile Your Access Key is YDRM3DDN You can unlock your account at saturn buyers procserveonline com otis auth html marketplaceld 2 amp locale en GB It is recommended that instead of typing the Access Key try copying and pasting it into the unlock screen using the following steps 1 Highlight the Access Key making sure there are no s
39. ity Hybrid Migration Description ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Web Services Accounts Catalogue Access Management Catalogue Management Community Management Zanzibar Community settings Buying Organisations 45 Users in Buying Organisations 87 Overview Zanzibar Buyer helpdesk telephone number 44 845 603 2885 Buyer helpdesk email address zanzibarhelpdesk procserve com Supplier helpdesk telephone number 44 845 603 2885 Supplier helpdesk email address zanzibarhelpdesk procserve com Description Zanzibar marketplace 3 Click on Edit these settings You can now edit the community settings Procserve Holdings Limited 2012 G 5 Procserve Procserve Commerce Hub Administration Community Management ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Web Services Accounts Catalogue Access Management Catalogue Management Community Management Community settings Buying Organisations 45 Users in Buying Organisations 87 Overview Zs m irna Description Zanzibar marketplace Note You may not be able to edit some of the fields dependent on your Community set up 4 When com
40. lier Registration Catalogue Access Management Catalogue Management Organisation Management Classification Views Catalogue Sharing SATURN LTD DUNS number 226023588 Contact details SATURN Email nasir ahmed procsere com The Red Building Hoe Street Walthamstow Address London Greater London E17 4SD United Kingdom Download as a vCard 3 Click on System Settings Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub Hello Buyer_ You last logged in yesterday 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management Organisation Management System settings Classification Views Catalogue Sharing SATURN LTD System set up seine SS SC dSSCSC S S S S S lt S S S S amen eo OOS C gest SSCS S S S emme o 4 To edit the system settings click Edit Hello Buyer_ You last logged in yesterday 7 August My Profle Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management Organisation Management System settings Classification Views Catalogue Sharing SATURN LTD System set up C Somyvcanest V Invoice Credit Debit Card Lodged Card ProcServe ePa
41. line Whether you re looking to buy basic commodities or complex products and services OTIS helps you manage the procurement process so you can ensure that you get the goods and services you need when you want and at the price you have agreed OTIS enables you to Create requisitions from the catalogues available to you via the ProcServe Trading Network or by using free text ordering Ensure that all requisitions are forwarded for approval by the appropriate budget holders Generate purchase orders and other procurement documents and transmit these electronically to suppliers Receive electronic invoices and other related procurement transactions from suppliers Manage and view all of these documents in a simple inbox outbox based environment Control your spend using the document history and audit trails to provide easy visibility for you and your organisation Note The menus that you are presented with will depend on the roles your user has been given Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Getting Started Retrieving a Lost Password 2 1 2 Retrieving a Lost Password Overview Should you forget your password you can generate a system password which will be emailed to your registered account Retrieving a lost password 1 Navigate to the Procserve Commerce Hub URL https obuy ers procserveonline com otis login html marketplace procserve You will be presented with the log in screen
42. ls to provide easy visibility for you and your organisation Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Getting Started Navigating Around Procserve Commerce Hub Main Menu Options Note Dependant on your organisation set up and roles you have been given you may not have access to some of the menu options 1 Home shows the homepage and any news feeds 2 My Transactions My Transactions captures your own and your organisations transactions From within My Transactions you can perform any approvals that may be required on specific document types You can also view inbound documents and documents you have created 3 Catalogue Shopping You can access the marketplace and shop for catalogue items 4 Create a new Free Text Order You can shop for non catalogue items This tool provides a method to keep all transactions within Procserve Commerce Hub 5 Create a new Request for Quote RFQ You can create a Request for Quote RFQ for any good or service where you require a competitive procurement process to take place 6 Supplier Directory Supplier Directory allows you to view all suppliers registered on the Procserve Trading Network who are available in your marketplace Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe ETc Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Dir
43. merce Hub Administration Community Management e Shared wth specific organisations wthin my community allows you to select which Buying organisations can have access Community settings Catalogue Settings Buying Organisations 2 Users in Buying Organisations 1 Catalogue Sharing PS Demo Community Manage Catalogue Sharing ANYONEV2 LTD PSDC Shared with whole community Shared with specific organisations within my community Add Share The following shares has been added to this catalogue Shares added Shared with Selecting Shared with whole community and clicking Add Share will display the Shared Classification for the catalogue with a green confirmation message PS Demo Community Manage Catalogue Sharing ANYONEV2 LTD PSDC No sharing options are available for this catalogue Cancel The following shares has been added to this catalogue Shares added Shared with Shared with whole community PS Demo Community x Remove If you select Shared with specific organisations within my community you will then be prompted to select specific Buying organisations from the community which you can share the catalogue with Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Community Management Click Add Share against Buying organisation that require access to that catalogue po PS Demo Community Manage Catal
44. ng ny Organisa toikin E E sa ehoedueeeroue ti 50 Editing the Organisation s General DetallS ccccceeceseseneceeeeeeeeeeeeeesseseseneaaseeeeeeeeeeessssssessseneasaees 50 Editing the Organisation s System Detalls cccccccceeseseeeesceeeeeeeeeeeeeessseessneeaeeeeeeeeeeeeesesssessseneeaaees 52 Part 3 Catalogue Management 55 3 1 Single Buyer Catalogue Initial Load eecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeneesensesonseseesneeseneeeones 55 CDW UNSW Biotest Raat cea E ard A acne a A 55 mMponing TIS Ga AIO GUS estes aha case ic Oded vc cen wwicd Sad sence dette dae acta iat ence ad a ng Dani a 56 Configuring Catalogue Workflow ccccccccecsecsesensneeeeeeeeeeeeseeseeeenaaeeeeeeeeeeessesseeseeeeaeeeeeeeeeeeesessseeseseneaeaeeneeeneess 61 Valid alin your GatalOQUe csc a aie raat eel ale aa dah ahi wa Oe ciara ee uel acne Darran needa oa baauee nace 65 ADP OVDA VOUrCAA 6 0 6 gt neinei penne comme eRe tee ene a a een eee en ee 66 EXO MING your Ae AIG UC asa St ica i E anced dateee cima E aden wet diane ccnian EE asic am 67 3 2 Single Buyer Catalogue Update cccccsscsceeeeceeeneeenensceenseeenseeeneesonenscnsaseesaseesnsesones 68 QT VOW sca a eh ak cage ds Ss Ra NO eh a Saadeh eal ua Ae RG tl 68 hporting the Updated Catalogue i esisiini chads in peaks eceecvace Liv A a Aumscbiabawasticseteads ie 69 Approving your Catalogue erison e AE r E AO TRES 72 EX DOING your Catalogue xs cocec ses catursaitsacuaceacn
45. o manage their organisations and users By clicking on Organisations you can view the organisations you have against your profile and switch to administer and troubleshoot as required Hello Nasir You last logged in today 23 July Main Menu Catalogue Shopping My Profle Feedback Logout ProcServe Home My Transactions Raise a Free Text Order Create anew Request for Quote Supplier Directory My Profile Role s Organisations Mr Nasir Ahmed Buyer administrator Department for Work and Pensions Community administrator Community support Community reporter Community contract manager Buyer administrator Buyer super user Buyer contract manager Buyer authoriser Advanced buyer Basic buyer Buyer reporter Network administrator Network support Network reporter Network contract manager Community administrator Gem Buyer Community amai Community reporter Community contract manager Buyer administrator Buyer super user Buyer tract B uth Advanced buyer B For more information on switching see Switching Organisations Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Getting Started My Profile 2 1 5 1 Editing My Profile Overview You can update your basic details on your profile Editing my profile 1 Click on My Profile from any page within Procserve Commerce Hub Hello Buyer_ You last logged in today 26 July My Profile f Feedback Logout ProcServe Enea
46. ocserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Initial Load Importing the Catalogue ProcServe EE aes ie elle Jodatessoected J SADE niy i ayer eriw Frodcawe Replaced Dal emalen on validation report for 02 Sep 2011 Ho Paar d J Te Dapoi EBay 43 iim Baar Tii a Pe B a a TIU PHILA 11 The catalogue will now be in Buyer Review toniariffiths toni Griffiths Toni Administration Logged in as ProcServe iy ca Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO 7 0 t Fe aaa eee TEST Edition of 22 07 2011 Buyer review Catalogue 1 Toni Test Buying Organisation N ex Procserve Holdings Limited 2012 C G6 Procserve Single Buyer Catalogue Initial Load Configuring Catalogue Workflow 3 1 3 Configuring Catalogue Workflow The workflow for the catalogue now needs to be configured to ensure that the necessary people from the buyer and supplier organisations are notified by email of catalogue changes and perform the appropriate administration duties for a particular catalogue The workflow also determines if any steps are automated for example supplier review in an initial load as well as export options Such as scheduling Note The person people selected for each workflow step is used to trigger an email notification and to give permission to users to complete tasks 1 Select the catalogue workflow option 2 Se
47. ocserve_org Subject Some feed back on my Procserve Commerce Hub experience 3 Click Send Your message has now been sent to the system administrators Hello Buyer_ You last logged in today 26 July MyProfile Feedback Logout ProcServe Main Menu Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory Feedback Feel free to use this form in order to provide any kind of feedback that you have Maybe you d like to see some different features Or prehaps you have a great idea about how to improve what already exists Or maybe you d like to get in touch and let us know what you like or dislike about our system Once you have submitted your feedback we will send you a copy at your registered email address nasir ahmed55 procserve org and if a response is needed we ll contact you within the next two working days trevor burgess procserve com nasir ahmed55 procserve org Subject Some feedback on my Procserve Commerce Hub experience Really pleased find the catalogue experience very simple a Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Overview 2 2 Procserve Commerce Hub Administration 2 2 1 Overview Administration Menu Options Note Dependant on your organisation set up and roles you have been given you may not have access to some of the menu options 1 Community Management Within Community Management
48. ogue Sharing ANYONEV2 LTD PSDC Shared with whole community Shared with specific organisations within my community Add Share The following shares has been added to this catalogue Shares added Shared with x Remove x Remove x Add ere PS Demo Buyer 1 Shared with specific organisations PS Demo Buyer 2 To remove the sharing classification of your catalogue from selected Buying Organisations simply click Remove for that particular Buying organisation from the list of shares Shares added Shared with l l o PS Demo Buyer 1 Shared with specific organisations PS Demo Buyer 2 ORGANISATION MANAGEMENT As a Buying Organisation that is part of a Hybrid Community you have the ability to subscribe or unsubscribe to catalogues that have been shared with you Under the Catalogue Sharing tab it will provide a list of shared catalogues either from the Network the Community or other Buying organisations Organisation Management Search G0 Overview Classification Views Catalogue Sharing PS Demo Buyer 2 My Catalogues Catalogue ID Supplier name Sharing status Your organisation has no catalogues Once it does you will be able to view them here Refresh Shared Catalogue Status Catalogue ID Supplier name Owner Access status GEMPUBLOGIC001_1 LOGICLINE GROUP LTD Public catalogue Subscribed Unsubscribe GeM TestVer41_001_1 Test Version 41 supplier Public catalogue Subscr
49. oo User Management Browse Users 56 Mr Nasir Ahmed General Roles Organisations Step 1 Select an organisation Find available organisations Search organisations with 405 organisations found A COMPANY LTD LONDON NWE TNX Select this organisation 9 Click Select this organisation button of the organisation you wish to add to the user Procserve Holdings Limited 2012 CS procsefve Procserve Commerce Hub Administration Community Management 10 You can then add roles to the user to complete the required tasks within the organisation User Management Browse Users 56 Add a new user Mr Nasir Ahmed General Roles Organisations Step 1 Select an organisation Step 2 Select roles Please select the roles you want to enable for Nasir Ahmed in 3663 LTD Supplier administrator Supplier administrator Basic supplier Basic supplier 11 When complete click Add these roles You will get a Success menu User Management Browse Users 56 General Roles Classification Views Organisations Mr Nasir Ahmed Organisation Enabled Roles 3663 LTD Basic supplier Edit Ang Jupiter Ltd Buyer administrator C Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Community Management Switching to the Organisation 1 Click on My Profile Hello Buyer_ You last logged in today 26 July My Profile f Feedback Logo
50. ovided under license from ProcServe Shared Services Limited All rights in BuyerConnect are owned by ProcServe Holdings Limited Printed October 2012 Software Version 4 7 0 User Guide Contents Table of Contents Part 1 About this Guide 2 Tell UNTFOGUCTION seoteeeicech toe tee testo e ea raa eet EN 2 Part 2 Procserve Commerce Network 4 2 1 Procserve Commerce Hub Getting Started cccccccecseceeeeceeeeeeeeeeeeeeeeenseeonseeeesnseeeneeennes 4 Logging n to Procserve Commerce AUD visti rerna var carsadeatvace soy cid a ab bid TRE aes AEEA sceanrad anne 4 RETRIEVING a LOS PAS SW ONG nuiir nuraucs vince cullen tea han E E E beaannesutapnned enue eetonies 6 Rerevng a OS TUS SrA soson a AE dives ih ed dsdsseveacnamnery in E coaccamntouacveavan 8 Navigating Around Procserve Commerce Hub ccccesssssssessseessesssessescseeseeeseeesaeesaeesaeesaeesaeesaaeaaeesaesseeeaaeaas 10 WI PROMIG a iran en a maaueatig E nob cackuaoie Waa vcevtaceaconcs E A A ean AA 12 moin A PV ONG ES A E A E E E 14 WOKING YOU ACCOUNT rreran E T E E E A O oi daa naceecnaeyanys 16 Ghanging My Password oireen eia E Ere EEE E a E 18 Giving Feedback on Procserve Commerce HUD 2 0 0 0 ccceececeeseneneeeeeeeeeeeeessesseeeeaeeeeeeeeeeeessssseeeensneaeaeeeeeeeeess 19 2 2 Procserve Commerce Hub Administration ccccccccecceeceeeeeeeseeeeeneeeenseseeseseesneeeeneeeones 20 OVET VICIN oua a ciate es cenedua tre am aks ees se estas aes te A acea
51. paces at the beginning or the end 2 Right click and select Copy 3 In the Access Key field of the unlock screen right click again and select Paste If you have any questions please contact the Zanzibar Service Desk via zanzibarhelpdesk procserve com Thank you 2 Navigate to the url within the email or use the Unlock account on the login page 3 Enter your username and the access key provided in the email ProcServe Unlocking Your Account 1 of 2 Please enter your User Name and the randomly generated Access Key contained in the email you received Enter your details User Name Access key Next step Forgotten your password Forgotten your User Name 4 Enter the memorable word You hint will be displayed in the instructions window Procserve Holdings Limited 2012 C G S procserve Procserve Commerce Hub Getting Started Unlocking your Account ProcServe Unlocking Your Account 2 of 2 Please enter your memorable word which you specified in your account profile Please note that the memorable word is case sensitive You specified the following hint when creating your memorable word Dina Unlock your account Memorable word eesesesee Unlock Forgotten your password Forgotten your User Name 5 Your account is unlocked If you do not remember your password you can request a new one which will be emailed to you Procserve Holdings Limited 2012 G S procserve Procser
52. plete click Save changes Note You can cancel any changes by clicking the Cancel button Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management 2 2 2 2 2 Community Classification View Overview This section describes how to create and manage classification views Classification views need creating in the marketplace and in Procserve Commerce Hub Classification views are created to allow a buyer to see only selected UNSPSC classifications and or supplier catalogues Classification views are then added to a user or user group profile For more information on classification vews and administering them within the system view the Managing Classification Views section Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Administration Community Management 2 2 2 2 3 Adding Buying Organisations and Users 2 2 2 2 3 1 Adding a New Buying Organisation Overview This section describes how you can add a new buying organisation Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Administration 27 Community Management Adding a new organisation to a community 1 Log in to Procserve Commerce Hub 2 Click on Administration Hello Nasir You last logged in today 14 August My Profle Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Reg
53. porting your Catalogue 3 2 4 Exporting your Catalogue You can now release your catalogue 1 Click on the Buyer Review link for the catalogue oniariffiths toni Griffiths Toni Loa off Administration Loggedinas t ProcServe EE O CY Catalogue Overview Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO e Me OBOrtePy a op a TEST Edition of 22 07 2011 Buyer revie Catalogue 1 Toni Test Buying Organisation j Ts W W x 2 You can now select Schedule Release Created gt Update expected Supplier review Buyer review Productive gt Replaced x A General information on validation report for 22 Jul 2011 17 39 07 4 Supplier TEST z Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 m Rejectcatalog Validate g release G 3 3 Then click on Release to export the Catalogue Created Update expected gt gt Supplier review Buyer review Productive gt Replaced x r General information on validation report for 22 Jul 2011 17 39 07 L Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 m Back i Release The catalogue will now be scheduled for release or released immediately according to the release settings configured for this catalogue The catalogue Status will now change to Update Expected C Procser
54. r TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 v Reject catalog Validate Y Schedule release C Procserve Holdings Limited 2012 G S procserve Approving your Catalogue Single Buyer Catalogue Initial Load 3 1 5 Approving your Catalogue Procserve Holdings Limited 2012 To approve the items in your catalogue you will need to approve them in Catalogue Explorer 1 Select Catalogue Explorer icon to review the catalogue items item search Comparison New Mass editing oo o Delete F a Standard aji E d ay O Page of1 2 items of 13 selected UNSPSC 8 1201 eS O item number Short description Manufacturer Manufacturers item no EAN Lead time Release status 4s History All items in this catalogue 564863008 1 1 Not checked Unstructured item GQ 23 Industrial Manufacturing and Proces 564863012 2 1 Not checked 90 Travel and Food and Lodging and Er Fj 715805 a 1 Not checked g 1 Not checked 2 You can now approve and or reject the items loaded Select items by ticking the item box es To select all tick the box above the items The release status for each item is Not Checked You can now inspect each item and reject or approve them or you can approve them all immediately as described below To reject an item check the relevant left hand column and click the Reject icon to the top rig
55. r_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management 3 Click on User Management Hello Admin You last logged in today 13 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management f Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management 4 Search for the user you wish to add the organisation to 5 Click on the link of the user User Management Search users Go Browse Users 56 Add a new user Ema aes tsertone Dawes Date st up O Henry oh10 paconsulting com ohenry proc 15 Aug 2011 07 Aug 2012 Nasir Ahmed nasir ahmed procserve com nasirahmed proc 11 Nov 2011 01 Aug 2012 A Smith andrew smith procserve com asmith proc 19 Mar 2009 21 Jun 2012 a smith 349363296d procs co uk asmith01 proc 21 Jun 2012 21 Jun 2012 ENABLED angela Hatchman angela hatchman procserve com angelahatchman proc 25 Nov 2011 31 May 2012 ENABLED John Elson 39support procserve org johnelson proc 05 Feb 2009 25 May 2012 6 Click on the Organisations tab Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Community Management User Management Browse Users 56 General Roles Classification Views Mr Nasir Ahmed 123 Buckingham
56. rted Logging on to Procserve Commerce Hub Tip If this is the first time you have logged in you will be asked to reset your password and create a memorable word The memorable word is used to reset your account should you lock it through multiple incorrect log in attempts ProcServe Please change your password to something that is more meaningful to you Please remember that your Community requires your password to adhere to the following rules your password must include letters numbers and symbols and must be at least eight characters long Your password must also be different to the system generated password that you were sent Password reset Current password New password Confirm new password Reset and login You will see the home page Hello Buyer_ You last logged in today 26 July MyProfile Feedback Logout ProcServe CETEVCUIE Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory Home Welcome Welcome to OTIS the latest generation of online procurement tools designed to simplify the procurement process and enabling rapid benefits realisation OTIS provides immediate and simple access to rich content provided by your suppliers on the ProcServe Trading Network Its intuitive nature lets you buy what you need easily while helping you to manage the end to end transaction process with your suppliers fully electronically and on
57. s Procserve Single Buyer Catalogue Initial Load 67 Exporting your Catalogue 3 1 6 Exporting your Catalogue You can now release your catalogue 1 Click on the Buyer Review link for the catalogue Administration Logged in as t oniariffiths toni Griffiths Toni Loa off ProcServe EE E Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO m v Bt FP C r TEST Edition of 22 07 2011 Buyer revie Catalogue 1 Toni Test Buying Organisation r Ts w Dx 2 You can now select Schedule Release Created Update expected s gt Supplier review Buyer review Productive gt Replaced x y rm General information on validation report for 22 Jul 2011 17 39 07 4 Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 mi Reject catalog Validate q release 3 Then click on Release to export the Catalogue Created gt Update expected 7 Supplier review Buyer review Productive Replaced x A General information on validation report for 22 Jul 2011 17 39 07 3 Supplier TEST m Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 Im Back lu Release The catalogue will now be scheduled for release or released immediately according to the release settings configured for this catalogue The catalogue Status will now change to
58. sta ia 20 Comin Nanage meN lt acdessesc a a E Vasant yand comiacaeeauceeaddomue vie aie 21 Introduction to Managing My Community saint eeieven cess acute nas cicineeiteiwereetedinenw avers ue sr weetieiaciedetion 21 Common Adan ATT aiin erica ws een va ean A 22 Administering Community Helpdesk Details cccccccccccccccccccceeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeseseeeeeeeeseneenegs 22 Community Classification View iscescsscees sctsuveretadss aid eocecarexasas Gaunedeus deed uid deevstveuvesacusuadusaseteleiaiwiisaetcathes 25 Adding Buying Organisations and Users ccccccccccceccceecceeceeeceeeceeeceeeeeeeeeeeeeeeeeneeeeeeeeeeeeeeeneseneeeneeenss 26 Adding a New Buying Organisation iincivssicnts cyarciwsietvesiPernbtieni dameminaannseiivnmteatmdain 26 Radno a New Sarane a n cscs mevertieueseretaven rz redid ineiaoeereecie meena eect 32 Community Administration Roles Matrix cccccssssecccecceeeeeesesseeessceeeeeeeeeeeesseseessesceeeeeeeeeeeeseseseeeees 35 Buying Organisation Roles MaK aerar a A vncus vee sen vert N 36 SWC MING Organis AVON S sira O E A 37 HY Drio CO mnie Sirra n EN E eens aantneieem nen 44 RUT a ee see gk tae as cc E a es 44 Sharing catalogues within a Hybrid Community ccccccceeeceesesessceeeeeeeeeeeeeesesesseeeseeeeeeeeeeeeseesseeeees 46 Administering Procserve Commerce Hub ccceeesseseeeeeeeeeeeeeseseesennaeeeeeeeeeeeesesseeeseeeneeeeeeeeeeeeeesssesenesneaaeees 50 Managi
59. t Catalogue Management Community Management Search users So Buying Organisations 30 Users in Buying Organisations 100 Add a new User to a Buying Organisation Zanzibar 30 Buying Organisations 29 Enabled 1 Disabled Senn orgensaionname Lacan e ane Jianupaaoaan OOOO meee Royal London E17 8KQ 14 Aug 2012 14 Aug 2012 Jupiter Buyer Ltd London SW1W 9SR 17 Nov 2011 13 Aug 2012 Green London E17 8JQ 01 Aug 2012 02 Aug 2012 3 Find the organisation you wish to add the user too and click Choose this organisation 4 Complete the web form Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management Community Management Buying Organisations 30 Users in Buying Organisations 100 Add a new User to a Buying Organisation Step 1 Add user information Title Last name Email address Confirm Email address Organisation Default address Telephone number Fax number Preferred language Job title Document notifications Receive email notifications for new documents Buyer administrator x 5 Click Add this user when complete You should get a success message Hello Nasir You last logged in today 14 August My Profle Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer
60. t up the email settings as required Search for the relevant organisation on the top right Workflow E mail settings Automation settings Release settings Update expected Search Organization TEST Import blocked Supplier review Buyer review Release scheduled Productive Replaced K Search results Selection System Administrator Premium Content Manager Griffiths Tani TEST 3 Click on the relevant users and click on the select button repeat as necessary C Procserve Holdings Limited 2012 G S PIOCSCTVO Single Buyer Catalogue Initial Load Configuring Catalogue Workflow E mail settings Automation settings Release settings Update expected Seach Organization TEST Import blocked Search results Supplier review Buyer review Release scheduled Productive Replaced Selection Sriftiths Toni TEST X save 4 Click on any users within the selection that need to be removed and click on deselect repeat as necessary E mail settings Automation 2 ttings Release settings Update expected Search Organization TEST Import blocked Search results Supplier review System Administrator Premium Content Manager Buyer review Release scheduled Productive Replaced Selection Griffiths Toni TEST X Procserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Initial Load Configuring
61. ut ProcServe Eee Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory Home Welcome Welcome to OTIS the latest generation of online procurement tools designed to simplify the procurement process and enabling rapid benefits realisation OTIS provides immediate and simple access to rich content provided by your suppliers on the ProcServe Trading Network Its intuitive nature lets you buy what you need easily while helping you to manage the end to end transaction process with your suppliers fully electronically and on line 2 Click on the Organisations tab My Profile Ore Mr Nasir Ahmed 2 Edit My Profile User Name nasirahmed proc Email address nasir ahmed procserve com 123 Buckingham Palace Road Default address London London SW1W 9SR United Kingdom Fax number Preferred language English UK Document notifications Receive email notifications for new documents You will then be presented with the organisations you can switch too 3 Click on the Switch to button next to the organisation you wish to switch to Procserve Holdings Limited 2012 G5 Procserve Procserve Commerce Hub Administration Community Management My Profile Overview Role s a Mr Nasir Ahmed Organisation Enabled Roles a 3663 LTD Basic supplier Ang Jupiter Ltd Buyer administrator switen to Demo Ltd Buyer administrator Wh
62. ve Commerce Hub Getting Started Changing My Passw ord 2 1 7 Changing My Password Overview You can change your password at any time within My Profile Changing my password 1 Click on My Profile from any page within Procserve Commerce Hub Hello Buyer_ You last logged in today 26 July My Profile f Feedback Logout Eee Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe Home Welcome Welcome to OTIS the latest generation of online procurement tools designed to simplify the procurement process and enabling rapid benefits realisation OTIS provides immediate and simple access to rich content provided by your suppliers on the ProcServe Trading Network Its intuitive nature lets you buy what you need easily while helping you to manage the end to end transaction process with your suppliers fully electronically and on line 2 On the overview screen scroll down to the Change your password area Change your password Please note that your password for security reasons must follow these rules your password must include letters numbers and symbols and must be at least eight characters long Your password must also be different to all of the previous three passwords that you have used Ee wormed SY Save new password Cancel 3 Enter your old password and what you wish to change it to Note B
63. ve Holdings Limited 2012 G S procserve
64. y cave auceviesed T E saaacdded Gi canceicuanyacs sed 73 Procserve Holdings Limited 2012 About this Guide Introduction 1 About this Guide 1 1 Introduction The aim of this guide is to give you a comprehensive guide on how to use the Procserve Commerce Network system effectively Who is Procserve Procserve is a Commerce Network It connects buyers and suppliers together via a fully hosted eCommerce infrastructure Procserve particularly specialises in providing and managing eProcurement and elnvoicing solutions and services for customers What does Procserve offer e Procserve offers packaged Commerce Solutions to enable our customers of all sizes and technical capabilities to connect to the Commerce Network e All of our solutions are provided as software as a service with no requirement for capital investment in IT infrastructure What do our solutions consist of The Procserve solutions are a blend of world class application Commerce Modules all hosted and managed by Procserve combined with professional service packages that ensure a swift implementation and maximum return on investment The Procserve Commerce Network Procserve offers two types of services commerce solutions and commerce services Regardless of what back office infrastructure organisations have Procserve implements only those trading solutions needed to complete their ability to conduct electronic transactions between buyer and supplier Procs
65. yment 5 Once complete click Save Changes Procserve Holdings Limited 2012 CS procserve Catalogue Management Single Buyer Catalogue Initial Load Overview 3 Catalogue Management 3 1 Single Buyer Catalogue Initial Load 3 1 1 Overview This section describes the process of loading and configuring a catalogue for a single buying organisation using the Catalogue Management Procserve Holdings Limited 2012 c8 procserve Single Buyer Catalogue Initial Load Importing the Catalogue 3 1 2 Importing the Catalogue The following steps describe how you upload and configure a catalogue for the first time 1 Navigate Admin Menu gt gt Catalogue Management The catalogue manager is displayed 2 Click on Import Analysis Administration ias toniariffiths toni Griffiths Toni Loa off ProcServe EE a N E Catalogue Overview 3 Import the BMECat File In the Import Analysis page click the Browse button or enter a path and file name in the source field Note You need to use the BMECat file xml and not the Excel xls file to load the catalogue Urs Catalogue import Unknown catalogue Catalogue file SOUP ce Progress File transfer G Hote Select the catalogue file you want to transfer here and confirm by clicking on Transfer 4 Click on Transfer in the top left corner Procserve Holdings Limited 2012 C G S procserve Single Buyer Catalogue Initial Load

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