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Individually Managed Community User Manual for the Procserve

1. SATURN LTD Name Description Demo Classification View Demo Edit Remove Saturn Demo Add a new view 6 Make your changes c8 procserve Procserve Holdings Limited 2012 Procserve Commerce Hub Administration Administering Procserve Commerce Hub Organisation Management Classification Views Catalogue Sharing Olympics Add a new catalogue view Classification view details Description N lymp001_ nzit001_001 Olympics_Test_Catalogue Available Regardless of catalogue all catalogues are visible Assignment of classification system Search classification system UNSPSC 8 1201 7 Click Save once complete Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 3 4 2 3 Removing a Classification View 1 Login to Procserve Commerce Hub 2 Click on Administration 3 Click on Organisation 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 4 Click on Classification Views 5 Click on Remove Hello Buyer_ You last logged in today 8 August MyProfile Feedback Logout ProcServe Administrati
2. When you are sure that an item is correct you can check the relevant items and click the Approve icon on the menu at the top of the page ip 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 it is recommended to make the changes in the Procserve Catalogue Builder and re import the file This will ensure that your copy of the Catalogue Builder reflects the content on the system Note Any new file imported will over write the old data where the header data is the same 0 G5 Procserve Procserve Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load 158 Buyer Review and Exporting your Multi Buyer Catalogue 4 5 9 Buyer Review and Exporting your Multi Buyer Catalogue Once you have completed the above steps you now will be able to release your catalogue You can now validate and release your catalogue You can complete this by searching for your Catalogue and select Validate ProcServe EE ee ere i General iefoemation on validation report fer 62 Sep 2011 15 53 02 PServe 4 2 Test Supphe Z7Mit43_PS43_33 Zu PS2 333 1 kaa Catatogue Over Catsiogue Suppiier lunes Current catstogue edition Current status Links us PS4 33 1 ZDUN4 PS4 33 Pere 43 Test Supper bo buses Eanes of
3. Image view item no Short description Supplier Manufacturer Image Price Lead time 188 Anemometer East Riding of Yorkshire Council ERS 11 65 feach 1 0 day 4 088059 Anemometer With Product WESTWARD PAPER SALES 14 70 each 2 0 days Guide The database currently contains no images for this product 461121 ANEMOMETER YPO Yorkshire Purchasing 13 75 each On request Organisation The database currently contains no images for this product Procserve Holdings Limited 2012 c8 procserve The Items Details Page se 3 4 The items Details Page Overview This section describes how to use the Item Details page The Item Details page provides you with a detailed description of an item and a list of related items you may wish to consider Locating the Item Details Page The Item Details page is accessed from e The Shopping Cart In the shopping cart click the short description to display item details in a popup window e The Search Results List In the Search Results area click the short description to display item details in the Search Results area About the Item Details Page The following image is an example of the Item Details page from an item in the Search area The three numbered areas are 1 Action Icons 2 Item Details and 3 Associated Items These are shown in greater detail below Item Detail view Add to Basket ns n 1 Map Marketing Giant World Political Laminated Map GWLD Supplier
4. Organisation Jupiter Buyer Ltd 123 Buckingham Palace Road Default address London SW1W 9SR United Kingdom Telephone number 11112223333 Fax number Preferred language English UK Job title Tester Document notifications Receive email notifications for new documents 4 When complete click Save at the footer of the page Note You can also edit the roles the user has access to on the Roles button c8 procserve Procserve Holdings Limited 2012 Procserve Commerce Hub Administration Managing your Users 2 3 3 4 Editing the Roles a User has in an Organisation Overview At any time you can amend a users role they have within an organisation To edit the roles of a user 1 Click on the Administration tab Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Supplier Registration Catalogue Access Management Catalogue Management Organisation Management User Management 2 Click on User Management 3 Click on the user you wish to edit the roles for 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
5. Top targeted suppliers You can add suppliers to Top targeted suppliers to ensure that you focus effort on adopting these See the Targeting your Suppliers for more information Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management Supplier Registration Search top targets Gol Browse invited suppliers 5 Top targeted suppliers 1 Now enhanced suppliers 6 Invite a new supplier L_JEsmmiemne ous em Jens Jan SCIMITAR CAPITAL LTD 211778393 Nasir Ahmed nasir ahmed2 procserve org 21 Nov 2011 mo Edit Showing 1 1 of 1 suppliers Toggle all With the selected send them a reminder email z Go Now enhanced suppliers Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption You can view the suppliers you have invited that have registered on the Procserve Trading Network and the status they have achieved There are three types of enhanced suppliers Bronze supplier has agreed the terms and conditions and now has access to the Supplier Portal Silver as Bronze and the supplier has provided content Gold as silver and the supplier has some form of back office integration
6. Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management Supplier Registration Browse invited suppliers 5 Top targeted suppliers 1 Now enhanced suppliers 6 Invite a new supplier Capabilities rte a Contact details Date invited Registered date D gt 6 ri di 5 ct WMay 2012 May 22 EEE _ wosan Dec e amp Sa RTE bis N PANNE slice gt ni 4 2 aa oe 8 procserve org aa an e Y z1 A d arene shs Pr sont pi Aa a tinal b aa ii S org MAg Showing 1 6 of 6 suppliers P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption 2 3 2 2 Registering New Suppliers Overview Dependant on your role you can invite and add new suppliers for yours and on behalf of other organisations using Supplier Registration Note Dependant on your community and organisation setup some of the screens and steps may appear differently To add a new Supplier to the marketplace 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 Registratio
7. Other information Save Changes cancet Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 3 4 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 Catalogue Management Catalogue Access Management User Management Supplier Registration Organisation Management 2 Click on Organisation Management Hello Buyer_ You last logged in yesterday 7 August MyProfile Feedback Logout ProcServe Administration Catalogue Management Supplier Registration Catalogue Access Management User Management Organisation Management Organisation Management a Overview System settings Classification Views Catalogue Sharing SATURN LTD Edit fo DUNS number 226023588 Contact details Registered name SATURN LTD Email nasir_ahmed procsere com Telephone number 020861237461 Fax number 462379413242 The Red Building Hoe Street Walthamstow Address London Greater London E17 4SD United Kingdom Download as a vCard
8. User Management Search users Browse Users 56 Add a new user Status User s name Email address User Name Date added Date last updated Nasir Ahmed nasir ahmed procserve com nasirahmed proc 11 Nov 2011 14 Aug 2012 Henry oh10 paconsulting com ohenry proc 15 Aug 2011 07 Aug 2012 A Smith andrew smith procserve com asmith proc 19 Mar 2009 21 Jun 2012 asmith 349363296d procs co uk asmith01 proc 21 Jun 2012 21 Jun 2012 angela Hatchman angela hatchman procserve com angelahatchman proc 25 Nov 2011 31 May 2012 4 Click on Roles to edit their roles in the organisation Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Users Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management User Management Browse Users 7 Roles Classification Views Mr Super Buyer Status Enabled User Name superbuyer jptr004 Email address nasir ahmed13 procserve org Organisation Jupiter Buyer Ltd Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Acce
9. Items that need to be approved should be selected and approved using the Approve icon at the top of the page ip 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 P Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Catalogue Update Process Exporting your Multi Buyer Catalogue 4 6 6 Exporting your Multi Buyer Catalogue You can now validate and release your catalogue You can complete this by searching for your Catalogue and select Schedule Release in the Catalogue Overview window Select Validate ProcServe EE EE J po 5 4 4 Pare retiens aa hopes A General infeemation on validation report fer 02 Sep 2011 15 53 02 PServe 4 Test Suppher ZM PS4 30 Zum PS4 333 1 OCT CSG p pn LI Catatoque Overve Catalogue fuppher Duyer Current Catalogue edition Current status Laks TIMI PS4 AN 1 7014 PS4 33 Para 4 3 Test Supper uton Dues Eaten of 02002011 But stots Qaeae See Once the Validation has run successfully you can now Schedule Release Administration agedinas Saturn Admin Admin Saturn Loa off frowmesToen103_1 MA Tie ProcServe Created gt Update expected Supplier review gt Buyerreview gt Productive Replaced x a General information on validation report for 08 Aug 20
10. Regardless of catalogue all catslogues are visible Assignment of classification system Search classification system Search gt 9 UNSPSC 8 1201 ave care Within the Catalogues section you can select the catalogue or catalogues you wish to assign to this view You can then further restrict this by assigning only specific Classification Codes using the UNSPSC tree to locate and select classes to your view Once complete click on the Save button Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 3 4 2 2 Editing a Classification View 1 Login to Procserve Commerce Hub 2 Click on Administration 3 Click on Organisation 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 4 Click on Classification Views 5 Click on Edit to edit the classification view Hello Buyer_ You last logged in today 8 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management Organisation Management Overview System settings Classification Views f Catalogue Sharing
11. Single Buyer Catalogue Initial Load Importing the Catalogue ProcServe Cesti Wpcaieespectet _ REED Gaye cenen Prodatve Replaced Gereral information on validation report for 02 Sep 2011 14 36 35 PServe 4 3 Test Suppter ZZBar 43 List Bayer Test T2 P541 79 zzMt_PS43_333_1 Rewpet vacate Releasetoouer b 11 The catalogue will now be in Buyer Review Administration Loggedinas toniariffiths toni Griffiths Toni Loa off ProcServe E Catalogue Overview Catalogue Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO de BBrarysy Catalogue 4 TEST Toni Test Buying Organisation Edition of 22 07 2011 Buver review N ex A Procserve Holdings Limited 2012 G6 Procserve Single Buyer Catalogue Initial Load Configuring Catalogue Workflow 4 3 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 c
12. 3 Click on System Settings Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub Hello Buyer_ You last logged in yesterday 7 August MyProfile Feedback Logout ProcServe Administration User Management Supplier Registration Catalogue Access Management Catalogue Management Organisation Management Organisation Management Overview System settings Classification Views catalogue Sharing m SATURN LTD System set up Short name stn011 Default language English UK Skin ProcSere default Approval Orders need approval before being submitted to suppliers Payment Options Invoice Credit Debit Card Lodged Card ProcServe ePayment Shared secret kw4 BjbN Use shared secret No 4 To edit the system settings click Edit 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 Overview System settings Classification Views Catalogue Sharing oo SATURN LTD System set up Short name strn011 Sorry you can t edit this Default languag
13. Create a new Request for Quote Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe WETEYCIME Administration Home My Transactions Catalogue Shopping Raise a Free Text Order f Create a new Request for Quote Supplier Directory 2 Complete at least one step of RFQ by clicking on the Next Step and then select Draft Request for Quotations tab You will be presented with list of Draft RFQs as below Create a new Request for Quote Start Request for Quotation Templates Draft Request for Quotations Suppliers Items First Item Date Saved AUTO DRAFT 1626 1 15 0 Pine finish desks with 10 Aug 2012 2 Edit Delete storage mea Books_ 10 2012 NAZ4TECH LTD NAZ LTD 1 300 0 Lined wire bound A4 10 Aug 2012 2 Edit Delete note books E ane AUTO DRAFT 1624 NAZ4TECH LTD NAZ LTD 1 300 0 Lined wire bound A4 10 Aug 2012 2 Editfi Delete note books Zg AUTO DRAFT 1623 ProMatrix NAZ LTD 1 200 0 Black ink ball point 10 Aug 2012 2 Edit Delete pens Qu Tae Showing 1 4 of 4 drafts Note Draft will be saved at the point where you select the Next Step as you can see from the above example no supplier s name is populated this is because the draft automatically saved where you stopped in this instant the process has not reached at step where the suppliers are selected You can save the RFQ as a draft and gi
14. Setting the Catalogue to Multi Buyer ececeeseeseeceeseeseseeeeeeeeteeeeeeeeees Configuring Catalogue Workflow Validating your catalogue eceeceeeceeeeeneeeeeeeeeeeeeaeetaeeeaeeeneeneeeeaees Adding Secondary Buying Organisations to Multi Buyer Catalogue Approving your Catalogue Buyer Review and Exporting your Multi Buyer Catalogue eeeeeeeceeeceeeeeeeeeeeeceaeeeeeeeaeeeaeeeaeeneeeeeeeeeneeeaee Secondary Buying Organisation Loading the Additional Files Changing the buyer in List Properties Multi Buyer Catalogue Catalogue Update Process OV GIVI Wn su a sen dinar a a ME ee aba detre seen ween Importing the Updated Catalogue iii Creating a Price File and Contract Ref File Procserve Holdings Limited 2012 User Guide Contents m Secondary Buying Organisation Loading the Price and Contract Files s 169 Lead Organisation Approving your Catalogue sisi 171 Exporting your Multi Buyer Catalogue sise 172 Part5 Managing Classification Views 174 5 1 Managing Classification Views Overview sm ssssssnssreenneeneennneenennnns 174 5 2 Adding a new Classification View ccccssceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeseeeneeeaeees 175 5 3 Administering Existing Classification Views ss 178 5 4 Updating the Search Index ss sssssssssssserennnseenennnneenennnneenennnne 181 Part6 Additional Information 183 6 1 About DUNS 500 fun en deteste mere E KEE
15. Add to Favourites Al You can add all the checked items to your Favourites List for future use 6 Checkout When you have checked that the items you wish to order are OK you are ready to click the checkout button Exenacasus LE OM OAN Note The order will not be sent to the supplier until your requisition has been approved Note Shopping Basket Caching Unless you cancel the purchase or checkout your basket and its items will be cached So the next time you log in to the Marketplace your items will still be in your basket 7 If your Checkout is successful You will be redirected to your P2P or back office system P Procserve Holdings Limited 2012 CS procserve Working w ith your Shopping Cart 3 8 Working with your Shopping Cart Overview You can make changes to your cart cancel the purchase or send the requisitions using the cart The following list provides a description of the components of the shopping cart You can punch out to an external catalogue You can click on the Short Description to view a more detailed description of the item Cancel Purchase External Catalogues To cancel the purchase click the Cancel nn Purchase icon Add Multiple Item s to Check each item to be added and click the cart multiple shopping cart icon Save Changes You can make changes to the items in the cart For example change quantities Click the Save Changes icon to save your changes a Delete Selec
16. Individually Managed Community User Manual for the Procserve Commerce Network Release 4 7 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 documentis 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 documentis 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 provided under license from ProcServe Shared Serv
17. ProcServe Home page Catalogue search SU escts Cia O Administration T Administration User 1 Toni Test Migration Organisation HA Catalog views E ES Classification views 5 Select the user you wish to amend the assigned classification views of A list of users will appear on the right had panel Please note that a user must have punched in to the Catalogue Search System to appear here as they are auto created based on a template user In order to amend the views that users get as standard when they first access you need to amend the template user which has userid _Template To select the user click on the link with the user s identifier Procserve Holdings Limited 2012 n CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub Shopping Basket a O Shopping lists User Accounts in the organization Toni Test Migration Organisation Here you can create new accounts and edit or delete existing accounts G Name Description Last login _Template RRRRR karlchapman proc er tonixmo 23 08 2012 tonigriffiths proc tonigriffiths tonixmo 02 10 2012 6 Edit views assigned to a user Within the users profile scroll down to the Classification Views settings Here you can view the full list of views and the views that have been allocated to the user To move these from allocated not allocated click on the view name an
18. 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 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 lt Do not evaluate gt m 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 tn 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 as tonigrifiths toni Griffiths Toni Log off ProcServe E3 Catalogue Overview Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO 3 Pi B mamlaqiad TEST Edition of 22 07 2011 Buyer revie Catalogue 1 Toni Test Buying Organisation i is ae x 3 Select Validate to validate the catalogue against the validation rules set for this catalogue Administration gt ggedinas toniariffiths toni Griffiths Toni Loa
19. 0 00 Catalogue import 100 Time 0 05 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 Import Report will now be displayed and the catalogue will now be in Supplier Review EE EC OS TTT Created Upstate expected buyer erm Proda tre Repiac ed La General infoemation on import report for 02 Sep 2011 14 26 41 Suporter Peeve 3 Test Supopder Buyer ZZBa 4 Mut Buyer Test Catmcrque name Zui1a3 PS43 393 Catalog ID Zi Paa Catalogue format Buca 12 11 Select Validate to run the validation report P Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File ProcServe FE es gt Gereral infoemation on validation report for 02 Sep 2011 14 36 35 _ Rewmpet vacate Release to ouyer 12 If the Validation Report has run without errors you can now create the additional files for secondary buying organisations and set the catalogue to be multi buyer 13 If errors have been found in the validation report you will need to address these before creating additional files Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load ES Crea
20. D G5 Procserve Procserve Holdings Limited 2012 3 6 Smart Forms Overview This section describes Smart Forms and how to use them What is a Smart Form A Smart Form is used in certain catalogues to capture additional information that is typically unique to the particular purchase Smart Forms enable the supplier to create user defined fields which can be either free text or drop down lists Each field can be specified as either mandatory or optional with those fields that are mandatory needing to be completed before you can check out Completing the Smart Form The Smart Form is contained within the items details of the line item tem Detad new Blackberry 8520 Curve Serpe xces Gesoer zae Decitenry 1520 New 2o Verstenre Bacisery Vess enrer petro fan Less me On reves Conert Orser art each Order ae ww reese r uetity order Quetty Cortract Setvery Reterence Crarge Price 45 00 reach Eqvomet accourt Nunee a Arme Altor Murter a Lrocyee numee a Prove Users Name a Prone Number Upgrade Orly 2 The Smart Form details can then be completed as required Procserve Holdings Limited 2012 P CS procserve P Procserve Holdings Limited 2012 CS procserve Adding Items to your Shopping Cart 106 3 7 Adding Items to your Shopping Cart Overview This section describes how you add items to your Shopping Basket and manage your shopping cart 1 Adding Items to your Cart Having found the item
21. Depending on what you are buying it can be good practice to put in a target price For example if you are buying some playground equipment by putting in a target price you are informing the supplier about your budget and therefore to what scale there offer should be 4 Click Add Note You can add in multiple lines to complete your RFQ 5 When complete click Next Step A Procserve Holdings Limited 2012 G oO procserve Creating a Request for Quote Create a new Request for Quote Start Request for Quotation Templates Draft Request for Quotations Step 1 Add line items Es i i Target Price Item Name Item Description Quantity PR Pens Black ink ball point pens 200 0 Each 0 80 P Edit E Remove Add Each Attachment cana Step 2 Add RFQ details Step 3 Choose suppliers Step 4 Confirm details 6 Add the details of the RFQ such as the expiry and delivery requirements Procserve Commerce Hub Main Menu ra Free Text Order details Special instructions Terms and Conditions Next step Step 3 Choose supplier Step 4 Add payment details Step 5 Confirm details J Note Select a date from when this should expire field to define when the RFQ expires This date will be shown within the RFQ sent to the supplier Tip Adding a reminder in an RFQ sends you a r
22. Hazardous ltem D G6 Procserve Procserve Holdings Limited 2012 Setting the Catalogue to Multi Buyer Multi Buyer Catalogue Load and Configure Initial Catalogue Load 4 5 4 Setting the Catalogue to Multi Buyer The catalogue will need to be configured as multi buyer so it can be shared with other buying organisations 1 Select Catalogue Properties from the Links menu Catalogue Manager Windows Internet Explorer E Fie Edt View Favorites Tools Help jo lt https procserveonline com Pc d a HKALE E x Google w I Search More gt gt Signin sig Favorites Harlem Renaissance House 3 4 Best of the Web Channel Guide Jj Free Hotmail 41 Internet Explorer News 4 Internet Start 4 Quick Search exe E Toggle Images exe amp Catalogue Manager fa D E M Pager Safety Toos Administration Saturn Admin Admin Saturn Loa off ProcServe DEMOCATALOG a IE DEMOCATALOGUE001_1 DEMO Catalogue 1 Created 2 Updateexpected gt Supplier review Buyer review Productive Replaced x a Catalogue file Source Browse Multimedia contents source Os Progress M Cancel Tranter F1 Catalogue Overview page 3 12 Catalogue a Supplier Buyer Current catalogue edition Current status Links Toni Test Buying e B DEMOCATALOGUE001 1 DEMO Catalogue 1 B Update expected 0 e B x TEST Organisati
23. NAZ4TECH LTD a Categories Office Solutions a al LONDON E17 8JQ Telephone number 442073336162 Email nasir ahmed procserve com Payment Invoice NAZ LTD a Categories Office Solutions DE LONDON E17 4SD Telephone number 442073331623 Email nasir ahmed5 procserve org Payment Invoice Special instructions Document history This RFQ has yet to be submitted Submit to selected suppliers Save as Template Save as Draft Cancel Edit before sending 3 Scroll down to the bottom of the page and enter a suitable name for the RFQ template This RFQ will be sent to the following suppliers NAZ4TECH LTD Categories Office Solutions LONDON E17 8JQ Telephone number 442073336162 Email nasir ahmed procserve com Payment Invoice NAZ LTD Categories Office Solutions LONDON E17 4SD Telephone number 442073331623 Email nasir ahmed5 procserve org Payment Invoice Special instructions Document history This RFQ has yet to be submitted Template Name Pens_08 2012 4 Enter a suitable name and click on Save button to save your RFQ template Procserve Holdings Limited 2012 P CS procserve Creating a Request for Quote Create a new Request for Quote Procserve Commerce Hub Main Menu ES Start Request for Quotation Templates Draft Request for Quotations Create a new Template
24. Name Suppliers Date Saved Pens_08 2012 NAZ4TECH LTD Demo Supplier 200 0 Black ink ball point 09 Aug 2012 pens Text Books_08 2012 ProMatrix NAZ LTD 200 0 Lined A4 ring bind text 09 Aug 2012 books Showing 1 2 of 2 templates If you need to use the template click on Use button the RFQ process will restart from the beginning where you can edit RFQ details change add or remove suppliers and change delivery date P Edit Delete In the list of saved templates three buttons are displayed Use This button allows to reuse the saved template and complete the process of submitting RFQ Edit This buttons allows you to edit the template where you can add more lines and add or remove suppliers Note In the edit mode you will not be able to change the delivery and invoice address and you will not be able to set the delivery date Delete This allows you to delete the template from the list C8 procserve Procserve Holdings Limited 2012 Procserve Commerce Hub Main Menu Creating a Request for Quote 2 2 2 2 2 RFQ Saving as a Draft Overview This function will automatically save your RFQ as draft as you complete one step and move to the next Purpose of this function is if a user has to stop the creating of RFQ at any point the saved draft allows the user to continue from where it stopped instead of starting from the beginning again 1 Start RFQ process by selecting
25. 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 To trevor burgess procserve com nasir ahmed55 procserve org Subject Some feed back on my Procserve Commerce Hub experience Type your message here 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 Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new 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 submit
26. Top targeted suppliers 0 Now enhanced suppliers 1 Invite a new supplier LI Isvoniernone Jours one et Dae inv Your organisation has not yet targeted any suppliers Once you have they will appear here You can view all the suppliers in your top target list Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption 2 3 2 4 1 Adding a new supplier to your top targeted list Overview You can dynamically add and remove suppliers from your Top targeted suppliers tab 1 Search for the supplier in Browse invited suppliers 2 Select the organisation you wish to add to the Top targeted suppliers tab by clicking the flag Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management Supplier Registration Search suppliers Es Browse invited suppliers 6 Top targeted suppliers 2 Now enhanced suppliers 6 Invite a new supplier amp The Atlas 213453967 Atlas Man nasir ahmed60 procserve org 07 Aug 2012 mo Edit COMPAY LTD 458973823 A Company nasir ahmed58 procserve org 01 Aug 2012 mo Edit QUICK LTD 846911951 Nas Ahmed nasir ahmed7 procserve org
27. 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 eessesse 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 A Procserve Holdings Limited 2012 CS procserve Changing My Passw ord Procserve Commerce Hub Getting Started 2 1 7 Changing My Password Procserve Holdings Limited 2012 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 Feedback Logout Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory ProcServe Main Menu 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
28. www procserve com solutions and services supplier enablement services html A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption 2 3 2 4 Targeting your Suppliers Overview You can target certain suppliers you have invited to join the Procserve Trading Network You can use this feature to make it easier to send reminder emails and track the status of priority suppliers Viewing your top targeted suppliers 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 Supplier Registration Hello Buyer_ You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration f Web Services Accounts Catalogue Access Management Catalogue Management 3 Click on Top targeted suppliers Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management Supplier Registration Search top targets Go Browse invited suppliers 1
29. 02 5866 CQ AA 1500 PROCELL BATTERY BOX Hills Components 25 00 box 1 0 day 4 El OF 100 Limited Q I have been asked to get some carbonless 2 ply paper in white pink I have been given the product code from the supplier s catalogue but have not been told the suppliers name A Enter the product code into the search field If the supplier has a catalogue on the system then the item will be returned Search a Advanced search Feature search 003R99107 yal C Standard assortment 6 tems found ee Taxtiviewsou B tem no Short description Supplier Manufacturer Image Price Lead time Quantity o s CT 003R99107 003R99107 XEROX Premium Digital Carbonless Supplies For XEROX 003R99107 13 26 each 1 0 day Hem o Paper White Pink 44 2 Ply 250 Sets Schools Ltd es J gt ES Q I need to find the price on an anemometer but am unsure how it has been spelt by the supplier A Try searching using the beginning of the word then using the wildcard search tool Put anem into the search field If this brings back too many results then consider adding extra letters to your search This example will bring back items with the letters anem at the beginning of a word in the item data P Procserve Holdings Limited 2012 CS procserve Examples of Searching Search a Advanced search Feature search SE Alseen Garenne
30. 02002011 Bue resora De as Sen Once the Validation has run successfully you can now Schedule Release If there are any problems returned in the Validation report we recommend that you amend these in the Catalogue Builder and re import DOTE General information on validation report tor 02 Sep 2011 16 13 37 PServe 4 2 Test Suppher Zur Pa ZM PS LI Catalogue Overview W Page Casque Suppter Buyer Current catalogue edition Current status unas TIMI PS4 303 1 270146 PS4 333 PSene43TentSupple ttt moi bus Edtenot0208201 Euersmien Racor ax The status will now show as Release Scheduled Check that the release settings are correct and select Release _ Rekasescheded By al Rawsse mode Canaiogue name Zu pa 1 IZU PS4 tos 1 Reverse mode nme LA Eater ote d Schecuting x 0 Renee Consioque Oversee Ore 7 LM Catalogue Sppe Buyer Current Catalogue eaten Current status une ui EAA 292 1 raid 954 222 PServe 43 Test Suppter tuto buyers Eamon of 02002011 Retease scneaues eeree fax Your catalogue should now export automatically by following the Export Profile you created Procserve Holdings Limited 2012 P CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Buyer Review and Exporting your Multi Buyer Catalogue P Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Seco
31. 2012 11 47 BST Request For Quotation created NAZ LTD Quote 1575 03 Aug 2012 11 43 BST Quote created NAZATECH Invoice 0000000032 03 Aug 2012 11 42 BST Invoice created NAZATECH L Purchase Order 1573 03 Aug 2012 11 41 BST Invoice received NAZATECH Quote 1575 03 Aug 2012 11 41 BST Quote created NAZ LTD Request For Quotation 1575 duplicate 03 Aug 2012 11 40 BST Request For Quotation created NAZ4TECH LTD Request For Quotation 1575 03 Aug 2012 11 40 BST Request For Quotation created NAZATECH LTD Quote 1568 03 Aug 2012 09 35 BST Quote created NAZ LTD Invoice 0000000076 03 Aug 2012 09 34 BST Invoice created 7 NAZ LTD Purchase Order 1566 03 Aug 2012 09 33 BST Invoice received NAZ LTD Quote 1568 03 Aug 2012 09 33 BST Quote created NAZ LTD Request For Quotation 1568 03 Aug 2012 09 31 BST Request For Quotation created Downloading records to Excel 1 Filter the documents you to result 2 When satisfied with results to export click Excel Spreadsheet Procserve Holdings Limited 2012 Q Gis Procserve Procserve Commerce Hub Main Menu Document Tracker A B c D E E Supplier name Document Type Document Type Last updated dat Last updated dat Last event NAZ LTD 1584 Purchase Order 06 Aug 2012 0
32. Admin Admin Saturn Loa off DEMOCATALOGUE001_1 S Iiki DEMOCATALOGUE001_1 DEMO Catalogue 1 ProcServe EE eated Update expected Supplier review Buyer review Productive Replaced x Aa Catalogue file Source Browse Multimedia contents Source Browse Progress M Cancel rene _ E Catalogue Overview page _ 3 112 Catalogue a Supplier Buyer Current catalogue edition Current status Links i z a DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST 8 ele Edition of 22 07 2011 Update expected Ba 6t5 8B x DEMOCATALOGUE002 1 DEMO Catsloque2 TEST ae pled ark Edition of 25 07 2011 Release scheduled D amp 0 S Acatalogue properties DEMOCATALOGUE004 1 DEMO Catalogue 4 TEST BJ M Toni Test Buying Edition of 29 07 2011 Update expected bDe er15LBBx S Organisation PEMARATAI ANLIENNE 4 NEMA Patalaann E TEeT M amp Toni Test Buying Caitian af NONON Diwar emina f ime v https saturn pcm procserveonline com PCM main load do internet a Rio 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 xis file to load the catalogue 4 Click the Transfer button in the right 0 G5 procserve Single Buyer Catalogue Updates Importing the Updated Catalogue Cry eA Catalogue analysis 100 The catalog data are not complete Please open Catalogue An
33. Automated validation supple Automated vaidation buyer Automated release o Automated update expected 2 Sae Note Suggested setting for a 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 P CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Configuring Catalogue Workflow E mail settings Automation settings Release settings Release mode New and replace me Scheduling As soon as possible iv Time g 23 00 Create search database Create incrementally Mi 7 Click on Save on the bottom right of the pop up window 8 Click on close or click outside of the catalogue window A Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Validating your catalogue 4 5 6 Validating your catalogue The catalogue will automatically inherit the standard validation rules that have been defined for all catalogues in your organisation You are able to change the validations against a specific catalogue if you wish Note Any changes to the validation profile will be effective immediately 1 Amending the validation profile from your standard profile Select the validation profile icon for your catalogue from the Links Menu To change the evaluation against a rule selec
34. Buyer_ You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration f Web Services Accounts Catalogue Access Management Catalogue Management From here you will see all suppliers that you have invited and are currently in the registration process Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption Tip To focus your supplier adoption use the top targeted tab and invite suppliers from there as a priority 3 Tick the box next the supplier you wish to remind and then at the footer of the page click Go Tip More than one supplier can be reminded at a time by selecting multiple boxes Supplier Registration Search suppliers Go Browse invited suppliers 6 Top targeted suppliers 1 Now enhanced suppliers 6 Invite a new supplier Supplier name DUNS Contact details Date invited Activity M The Atlas 213453967 Atlas Man nasir ahmed60 procserve org 07 Aug 2012 540 Edit e J COMPAY LTD 458973823 A Company nasir ahmed58 procserve org 01 Aug 2012 mo Edit a V J QUICK LTD 846911951 Nas Ahmed nasir ahmed7 procserve org 15 May 2012 mo Edit P J Nasir 230481053
35. Catalogue Manager Merchant Capacity Multiple Buyer Catalogue re Procserve Catalogue Manager Non Catalogue ltems Buying Solutions p G5 procserve The process of editing multiple items in a single operation The Merchant Capacity indicates what level of VAT detail on purchases the merchant is able to provide to the buying Organisation It should only be selected where Payments Accepted Credit Card The Merchant Capacity levels are 0 does not accept credit cards 1 provides basic VAT information 2 provides Summary VAT information 3 provide Line Item Detail In order to receive either Level 2 or Level 3 VAT information the buying Organisation must use a Purchase Card Purchase Cards are only available to public sector Organisations Maintenance Repair and Operations Products and services that Organisations must obtain to run their day to day business operations See also Source Catalogue A Catalogue created for the purpose of having more than one buying Organisation associated with it and contains data for more than one Buyer Used to create Assortment Catalogues Multiple Buyer Catalogues are not exported to Procserve Catalogue Search see also Free Text Items Goods or services added to a requisition that are not included in a Catalogue National Supplies Vocabulary Product classification code originally developed by the NHS and used as a standard in UK government Managed by Coding Internationa
36. 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 WER Cum Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory 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
37. E My favorites PSGD80301 MITRE MESH PANNELLED BALL SACK BLACK Davies Sports 4days 13 95 feach 1 1395 GPSOOHB Bulk PK Pencils HB MERSEYSIDE PAPER SUPPLIES Aday 14 99 pack 1 4489 VMM30001 Map Marketing World Political Laminated Map BEX Supplies For Schools Ltd 1 day 17 95 each 1 17 95 40376598 Computer Gear headset Equanet Sdays 584 each a ssm 6 The following list describes how you work with the Favourites e Update Quantity You can change the Quantity for an item and click the Save icon see below The new quantity is saved for later use You can also update the quantity prior to adding to your Shopping Cart e Mark Item To mark an item for deletion or adding to a Shopping List or cart you check the box in the right hand column You can mark as many items as you like Save Changes Save changes to your Favourites Delete Items Delete items that have a Tick in the checkbox from your Favourites Add to Shopping List You can add all the checked items to a Shopping List P Procserve Holdings Limited 2012 CS procserve Working w ith Favourites Po which you can change and re use later Add Item s to Cart A Check each item to be added to your cart and click the multiple Shopping Cart icon Procserve Holdings Limited 2012 CS procserve Working w ith Shopping Lists 3 10 Working with Shopping Lists Overview This section describes how to work with your Shopping Lists A Shopping List allow
38. Invoice 0000000045 26 Jul 2012 10 38 BST NAZ LTD Invoice 0000000059 19 Jul 2012 14 35 BST s Z NAZATECH LTD 18 Jul 2012 16 40 BST ej Z NAZLTD Quote 0000000009 18 Jul 2012 16 37 BST This will show the open quote and show all the other documents in the document tree which you can expand to review c8 procserve Procserve Commerce Hub Main Menu Creating a Request for Quote Quote number 0000000003 Submition Date 15 Jul 2012 13 12 BST From NAZ4TECH LTD 32 THEOBALD ROAD Deliver to SATURN LTD LONDON Admin _Nas SATURN LTD E17 8JQ Hoe Street United Kingdom Walthamstow London E17 4SD United Kingdom Target delivery date 31 Jul 2012 Description Quantity Unit Price Tax rate Tax amount Total price Black in ball point pens 200 Each 0 80 VAT 20 32 00 192 00 Totals 32 00 192 00 Supplier comments Document history You received Quote 0000000003 from NAZ4TECH LTD on the 15 Jul 2012 Raised on the 15 Jul 2012 Tip You can also review an RFQ by viewing the original RFQ at looking at the quotes at the footer of the document Quote evaluation Quotes received 3 Average price 204 80 192 00 NAZ4TECH LTD Lowest price quotes 206 40 NAZ LTD 216 00 NAZ STORES LTD Withdraw this RFQ Quotes received ordered by
39. Jul 2012 26 Jul 2012 Admin _Nas nasir ahmed16 procserve org admin_nas stm011 10 Feb 2012 23 Jul 2012 Alex Kentish alex kentish11 procserve org alexkentish strn011 27 Jun 2012 28 Jun 2012 NABLED Deborah Shadare deborah shadare12 procserve org deborahshadare strn011 27 Jun 2012 28 Jun 2012 Showing 1 to 6 of 6 users 4 Complete the form from dropdown menu select the appropriate role for the user and click on Add this user button D cs Procserve Procserve Holdings Limited 2012 Procserve Commerce Hub Administration Managing your Users User Management Browse Users 6 Add a new user Step 1 Add user information Title Mr x First name Last name User User Name This will be generated by the system Email address Confirm Email address Organisation SATURN LTD Default address The Red Building Hoe Street Walthamstow E17 4SD gt Telephone number Fax number Preferred language English UK Job title Document notifications V Receive email notifications for new documents Role Buyer super user Add this user Upon completing the form and clicking on the Add this user button you will receive two emails one containing username and second containing a temporary password Note The temporary password is one time use only you will be asked to change the tempor
40. 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 A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Getting Started My Profile 2 15 My Profile Overview Within the My Profile you can edit your general details and view the roles that you have 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 overview page where you can view and edit your basic details Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory ProcServe Main Menu My Profile Overview Role s 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 Telephone number 13793793793795 Fax number Preferred language English UK Job title Administrator Document notifications Rece
41. Management To deactivate activate a user 1 Click on the Administration tab Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Catalogue Management Organisation Management User Management Supplier Registration Catalogue Access Management 2 Click on User Management and then the link of the user you wish to activate deactivate 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 Catalogue Ac UEU T us Catalogue Management Supplier Registration Buyer Registration Search users Go User Management Browse Users 56 oo om Status User s name Email address User Name Date added Date last updated Nasir Ahmed nasir ahmed procserve com nasirahmed proc 11 Nov 2011 14 Aug 2012 O Henry oh10 paconsulting com ohenry proc 15 Aug 2011 07 Aug 2012 A Smith andrew smith procserve com asmith proc 19 Mar 2009 21 Jun 2012 asmith 349363296d procs co uk asmith01 proc 21 Jun 2012 21 Jun 2012 angela Hatchman angela hatchman procserve com angelahatchman proc 25 Nov 2011 31 May 2012 3 Click on Edit general information Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration
42. Managing your Supplier Adoption Hello Nasir You last logged in yesterday 6 August MyProfile Feedback Logout Main Menu Administration Root Management Network Management Community Management Community Registration ProcServe Organisation Management User Management Supplier Registration Buyer Re ation Catalogue A Management Catal Management Supplier Registration Browse invited suppliers 41 Top targeted suppliers 3 Now enhanced suppliers 58 Invite a new supplier Step 1 Choose which Organisation you are inviting this supplier on behalf of Which organisation would you like to invite this supplier for Search organisations Step 2 Find the supplier Step 3 Add contact details for the supplier 5 Choose the buying organisation you are inviting the supplier on behalf of and click Invite supplier for this organisation Supplier Registration Browse invited suppliers 41 Top targeted suppliers 3 Now enhanced suppliers 58 Invite a new supplier Step 1 Choose which Organisation you are inviting this supplier on behalf of Which organisation would you like to Jupiter invite this supplier for Search organisations Search Results 2 Organisation name DUNS Number Marketplace s Address details 123 Buckingham Palace Road Jupiter Buyer Ltd 987896541 Zanzibar London Invite supplier for
43. Managing your Users Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management User Management Browse Users 7 General Roles Classification Views Mr Super Buyer Status Enabled User Name superbuyer jptr004 Email address nasir ahmed13 procserve org Organisation Jupiter Buyer Ltd 123 Buckingham Palace Road Default address London SW1W 9SR United Kingdom Telephone number 11112223333 Fax number Preferred language English UK Job title Tester Document notifications Receive email notifications for new documents 4 To Disable a user Tick the box to amend to the require status Note You will have to provide comments in the box to state why this action has been taken for audit purposes Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management User Management Browse Users 6 General Roles Classification Views Mr Super _Nas Status Disable account Disabling this account will stop this user from being able to access the system Account is disabled as the
44. Menu Home My Transactions Catalogue Shopping Create a new Request for Quote Supplier Directory 2 Click on the Supplier Directory From here you can view the suppliers by their name using the alpha numeric list 1 and search for a supplier 2 Hello Admin You last logged in today 7 August Administration Raise a Free Text Order MyProfile Feedback Logout ProcServe Main Menu Home My Transactions Catalogue Shopping Create a new Request for Quote Supplier Directory Supplier Directory Search Suppliers Go Suppliers my Organisation has traded with 3 Suppliers in my community 155 All Suppliers 163 V C ONY VANN PSN ONE COTON RTS TO ECC EN CE CC OC O Y A Nas Supplies Categories Defence LONDON SW2 1AA ER at 42 NAZ LTD Categories Office Solutions LONDON E17 4SD ET 42 NAZATECH LTD Categories Office Solutions LONDON E17 8JQ 2327360 Showing 1 3 of 3 suppliers s gt 6 Supplier has been Supplier has A supplier that A supplier that has A supplier that has A supplier who is Environmentally pre registered but completed currently delivers submitted at least submitted one or backend integrated Certified have yet to complete registration and has one or more one quote to an RFQ more electronic using the ProcServe the registration full access to the catalogues to one or invoices to one or Commerce Network p
45. Nasir Ahmed nasir ahmed21 procserve com 29 Nov 2011 Mo Edit v f SCIMITAR DIVING LTD 233878078 Nasir Ahmed nasir ahmed3 procserve org 21 Nov 2011 mo Edit SCIMITAR CAPITAL LTD 211778393 Nasir Ahmed nasir ahmed2 procserve org 21 Nov 2011 Mo Edit Showing 1 6 of 6 suppliers Toggle all With the selected send them a reminder email Go You will then be presented with the email wizard for sending a reminder email A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption Supplier Registration Browse invited suppliers 6 Top targeted suppliers 1 Now enhanced suppliers 6 This email will be sent from portal procserve com any replies will be directed to your email address nasir ahmed procserve com The suppliers will be blind copied in to this message and will therefore not be able to see who else you have sent this to To nasir ahmed58 procserve org nasir ahmed3 procserve org nasir ahmed60 procserve org nasir ahmed7 procserve org Subject A reminder from Jupiter Buyer Ltd We recently invited you join the ProcServe Trading Network notice that you haven t yet registered The ProcServe Trading Network is Jupiter Buyer Ltd s preferred method of sending orders to our suppliers and all our orders will be sent to you via the ProcServe Trading Network We would like you to join the ProcServe Tr
46. Price Supplier Supplier part no Manufacturer Manufacturer part no EAN Content Order unit Lead time Description Unit of Purchase Quantity Image Further documents Compare with this column Map Marketing World Political Laminated Map BEX 17 95 each Supplies For Schools Ltd VMM30001 MAP MARKETING BEX 1 each 1 0 day Bartholomew Executive World Map Laminated map that shows countries clearly defined with political colouring Main cities and towns are clearly marked along with time zone clocks Size 37x59 MM30001 tem Information URL Comparing Items Compare with this column Map Marketing Giant World Political Laminated Map GWLD 30 59 feach Supplies For Schools Ltd VMMO5271 MAP MARKETING GALD 1 each 1 0 day Giant world political map featuring countries clearly defined with political colouring Main cities and towns clearly marked Time zone clocks country flags and statistics Size 830 x 1200mm Scale 1 34 000 000 520 miles 1 inch Laminated MM05271 tem Information URL 5 Differences are highlighted as shown in the above image 6 On the Compare Page you can Remove Item Add to Cart Empty Compare List Click the Remove Icon to remove the relevant item from the Comparison List Click the Add to Cart icon to add the relevant item to your shopping cart Click this icon to close the Comparison window and empty the Comparison List
47. ProcServe Jrg DEMOCATALOGUE001_ amp Iik DEMOCATALOGUE001_1 DEMO Catalogue 1 eated Update expected Supplier review Buyer review Productive Replaced x Aa Catalogue file Source Browse Multimedia contents i Source Browse Progress M Cancel rene _ E Catalogue Overview page _ 3 112 Catalogue a Supplier Buyer Current catalogue edition Current status Links EN i i A DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST T R Edition of 22 07 2011 Update expected BB EB SP BBX DENMOCATALOGUE002 1 DEMO Catalogue 2 TEST ae Fo gg Edition of 25 07 2011 Release scheduled D amp F Atslogue properties DEMOCATALOGUE004 1 DEMO Catalogue 4 TEST BJ M Toni Test Buying Edition of 29 07 2011 Update expected QB areraax Organisation REMARATALARHERNE 4 EMA Aatatnann E Teor amp amp Toni Test Buying Ealitinn nf noinoinnad ee ma mie Dy https saturn pem procserveonline com PCM main load do internet a Rio 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 xis file to load the catalogue 4 Click the Transfer button on the right 0 G5 procserve Multi Buyer Catalogue Catalogue Update Process Importing the Updated Catalogue Cry eA Catalogue analysis 100 The catalog data are not complete Please open Catalogue Analysis to add the missing data R Technical validations Content validations Import preparat
48. S Catalogue search SAC O Shopping lists 4 Open Administration Module Click the Administration link as indicated in the above image The Administration module is displayed ProcSe rve Logged in as robertpetheram proc hy Administration amp Log off Currency Mieis Seca O Catalogue search Shopping lists Administration Y Administration E User EF Catalog views E Eg Classification views Note You need special permissions to view the Administration module and some of it s contents If you cannot access the administration module and need to work with Classification views please contact your service support team 5 Click on a Classification View to administer To work with existing views you locate your organisation name in the tree and select Details of existing classification views are loaded into the page shown below You can delete or change existing views from here the icon highlighted below is selected to change the corresponding view Procserve Holdings Limited 2012 P CS procserve Administering Existing Classification Views ProcSe rve Logged in as robertpetheram proc y Administration Log off currency E s Qg Home page Catalogue search Shopping Basket O Shopping lists Administration Y Classification views for the company Demo Organisation amp User OB m E Catalog views H Classification views Name
49. Supplier R ration Catalogue Ac ss Management Organisation Management Overview System settings Classification Views Edit the overview 5 Creating a new Classification View To create a new classification view click on the Add a new view button Hello Buyer_ You last logged in today 8 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management Organisation Management Overview System settings Classification Views Catalogue Sharing SATURN LTD Name Description Saturn Demo Edit Remove 6 Enter the details for the Classification view catalogues and classification selection and click the Save icon Enter a name and a suitable description for the catalogue Tip Ensure the name given to the view is clear enough so that other users within your organisation may be able to work with the view in your absence A Procserve Holdings Limited 2012 G o procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub Organisation Management Overview Classification Views Catalogue Sharing Olympics Add a new catalogue view Classification view details Description Catalogues as j lymp001_ nzit001_001 Olympics_Test_Cstalogue Available
50. Transactions Select quote to review Awarding an RFQ Expand the winning quote Click Sent Documents Select My Transactions Open source RFQ C8 procserve Confirm details Enter the reason gt Procserve Holdings Limited 2012 Procserve Commerce Hub Main Menu Creating a Request for Quote 2 2 2 2 Raising a Request for Quote Overview This section shows how you can create a Request for Quote Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Main Menu Creating a Request for Quote Creating an RFQ 1 Log in to Procserve Commerce Hub 2 Click Create a new Request for Quote Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout Main Menu Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory ProcServe 3 Add in the item details for the first line of your RFQ ProcServe Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory Create a new Request for Quote Start Request for Quotation Templates Draft Request for Quotations Step 1 Add line items Item Name Item Description Quantity Ht ga Attachment Browse Cancel Step 2 Add RFQ details Step 3 Choose suppliers Step 4 Confirm details Tip
51. Widely used bar code symbology used for product marking Two versions of EAN exist See also UPC The EAN system is managed worldwide by EAN International Web http www ean int org Electronic Business Interchange Standard see XML A standard defining acceptable formats and content for sending documents by electronic means SAP Enterprise Buyer Professional A procurement application which can be integrated for use as the P2P system within the Procserve Trading Network A product classification system that has been developed to enable products materials merchandise and services to be organised in a logical structure The system has four hierarchical levels The highest level consists of 22 technical domains which are divided into main groups groups and subgroups as leaf product classes Each level is identified by a two digit number so that each subgroup can be identified by its eight digit class number A document held electronically eClass Procserve Holdings Limited 2012 CS procserve Enterprise Resource Planning systems Example Oracle JD Edwards SAP or Peoplesoft An industry term for the broad set of activities supported by multi module application software that helps a manufacturer or other businesses manage the important parts of their business including product planning parts purchasing maintaining inventories interacting with Suppliers providing customer service and tracking orders ERP can
52. also include application modules for the finance and human resources aspects of a business Typically an ERP system uses or is integrated with a relational database system The Procserve Trading Network can integrate information into these systems Evaluated Receipt Electrotechnical Information Model A classification scheme for the electrical and electronics industry Explicit Item List Re Procserve An explicit item list is a list of items that is specifically Catalogue Manager included in or excluded from an assortment Catalogue Financial Management System Free Text Requisition see also Non Catalogue Items Goods or services added to a requisition which are not included in a Catalogue Great British Pounds currency Government Procurement Card Global Trade Identification Number Generic term representing a family of global data structures including EAN UCC and UPC Free Text Items A database identification field not usually used in the GUI that uniquely identifies a data element Local Area Network Usually your computer is attached to other computers and severs that reside internally within your Organisation This is your organisation s LAN The inability of a user to login to the Procserve Trading Lock ed Out Network due to the freezing of their user account A lockout occurs after 3 failed login attempts Procserve Holdings Limited 2012 G V procserve Glossary 197 Mass Edit Re Procserve
53. and some of it s contents If you cannot access the administration module and need to work with Classification views please contact your service support team 5 Navigate Classification Views gt gt Your Organisation To create a new classification view expand the classification views option in the left hand pane Then select the organisation name this will open a list of the existing views and the option on the right hand side of the screen to create a new view which should be selected P Procserve Holdings Limited 2012 CS procserve Adding a new Classification View ProcServe Logged in as amp robertpetheram oroc yAdministrtion Logor feurn ETES e Home page Catalogue search Sues O Shopping lists Administration Y Classification views for the company Demo Organisation TE m 1 Ea Catalog views zy EN Classification views Name Description te Demo Organisation Standard This is the view available to all users o g 6 Enter a name and a description for the Classification view and click the Save icon For example P roc S erve Logged in as robertpetheram proc Qh Administration Log off cureney PE s Home page Catalogue search Shopping Basket 0 Shopping lists Administration Y Create new classification view for the organization Demo Organisation DEMO User Now enter a name and description for the new classification view Bf m Ff Catalog
54. documents Go My Transactions Document Management My Organisations Documents Document Tracking Archive Mark as read Mark as unread Flag Unflag Received Documents 13 Sent Documents All Documents 13 Select All None Read Unread Flagged Not Flagged Name Document type ID Message Date Flagged Documents Requisitions to approve 0 Orders not Invoiced 12 Open RFQ s 0 Expired RFQ s 4 NAZLTD Credit Note 0000000004 30 Jul 2012 16 27 BST NAZ LTD Invoice 0000000060 30 Jul 2012 16 27 BST SIMPLE LTD Invoice 0000000045 26 Jul 2012 10 38 BST NAZ LTD Invoice 0000000059 19 Jul 2012 14 35 BST NAZATECH L NAZ LTD TD Quote 0000000009 18 Jul 2012 16 40 BST Quote 0000000009 18 Jul 2012 16 37 BST BINGO LTD Quote 0000000003 18 Jul 2012 16 35 BST Procserve Holdings Limited 2012 You should see all the transactions that you have received 3 Click on a quote you have received Archive Mark as read Mark as unread Flag Unflag Select All None Read Unread Flagged Not Flagged Tienes 0 NAZLTD Credit Note 0000000004 30 Jul 2012 16 27 BST 1 s Z NAZLTD Invoice 0000000060 30 Jul 2012 16 27 BST SIMPLE LTD
55. duplicate 03 Aug 2012 11 47 BST Request For Quotation created NAZ LTD Quote 1575 03 Aug 2012 11 43 BST Quote created i NAZATECH LTD Invoice 0000000032 03 Aug 2012 11 42 BST Invoice created 7 NAZATECH LTD Purchase Order 1573 03 Aug 2012 11 41 BST Invoice received i NAZ4TECH LTD Quote 1575 03 Aug 2012 11 41 BST Quote created P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Main Menu Document Tracker Searching for Documents The Document Tracker has many different filters and once set by using the Search Preview button will display the results onscreen Alternatively they may also be downloaded into a Microsoft Excel file by selecting the Excel Spreadsheet button once you have set your filters and the results have been returned The searchable fields currently available include Document ID text entry Enter your purchase order invoice or credit note reference into this y box to return a specific document l Enter the name of the Supplier as registered on the Procserve Supplier Name text entry Trading Network PR 9 By entering a From date all documents form that date onwards will be returned By enter a To date all document prior to the specified date will be returned By selecting both then documents within the date range specified will be returned Type drop down list Choose from either PO Invoice or Credit Notes Event drop down list Events can be used to specif
56. 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 Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Main Menu Creating a Request for Quote 2 2 2 Creating a Request for Quote 2 2 2 1 Introduction to RFQ Overview You can use OTIS to send Request For Quotes RFQ s to suppliers that are members of your trading community or marketplace In addition OTIS allows all responding Quotes from these suppliers to be linked to the originating RFQ for audit trail purposes Responding Quotes that are selected as wining bids are automatically converted to Purchase Orders so no re keying of data is required Note You may not be able to complete an RFQ if you do not have the required roles Note You should always consider your organisations procurement rules before undertaking an RFQ Request for Quote Processes Creating an RFQ Select Suppliers Pe Click Next Add RFQ details Click Next Add line details Click D Nert j Click Create an RFQ Reviewing Received Quotes Click Click Document Received Management documents p 2na9 Re Select My
57. list select Price List Item Price from the Schema list Reference Buyer Extension from the Schema list Buyer Specific Extensions from the Schema list eee you are uploading a icons file select Icons Buyer Specific Extensions from the Schema list 8 Click the Browse button A dialogue is displayed Locate and select the relevant file and click the upload button 9 The file is uploaded When the upload is complete a message containing an upload summary is displayed Repeat this process until all required files have been uploaded You can do this by selecting Data upload from the top left of the pop up 10 Exit out of the Data Upload Screen by selecting Close at the bottom of the window or clicking your mouse on the dark area of the page 11 You should now run a validation on the catalogue by selecting Validate Once the Price and Contract Reference files have been loaded and validated the secondary Buying Organisations should notify the lead buying organisation so they can schedule the release of the catalogue Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Catalogue Update Process 171 Lead Organisation Approving your Catalogue 4 6 5 Lead Organisation Approving your Catalogue The lead buying organisation will perform the task of approving the catalogue Buyer Review Approving the Catalogue The buyer review is now required The buyer contract manager will need to check and then approve t
58. 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 Current password New password Confirm new password Save new password Cancel 3 Enter your old password and what you wish to change it to Note Be 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 D G5 Procserve Procserve Commerce Hub Getting Started Giving Feedback on Procserve Commerce Hub 2 18 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 f Feedback Logout Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory
59. or items you wish to add to your requisition in the Search page you can now add them to your cart Search a Advanced search Feature search map of the world Q Search tolerant C Standard assortment 283 Items found page 023 OO Image view VMM30001 Map Marketing World Political Laminated Map BEX Supplies For MAP MARKETING BEX 17 95 jeach 1 0 day 1 g Schools Ltd VMMO5271 Map Marketing Giant World Political Laminated Supplies For MAP chools Ltd MARKETING GWLD A pees 2 If required you can change the quantity and check the box in the right hand column 30 59 each 1 0 day 4 El v If you only require this item then you can add item to shopping basket by clicking on the Shopping Basket icon EI or if more than one item is ticked on you can click on the Add Selected Items To Shopping Basket Tab If you want to continue shopping you can simply search for another item and repeat above process 3 When you add items to your shopping cart the shopping cart tab will flash for a short while and will be updated with the number of items you added For example if you added an item to your shopping cart that already had an item in it the new total will be two 4 Reviewing Shopping Cart You can review and update your shopping cart and when you are satisfied with the items send the requisition At any time during shopping you can click the shopping cart tab to view the con
60. 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 Massediting Delte Standard Js amp Pace t 2 tems of 12 selected a UNSPSC 8 1201 M Be tem number Short description Manufacturer Manufacturer s tem no EAN Lead time Release status B History All items in this catalogue J 564863008 1 1 Not checked 8 ured item Not checked m 22 Industrial Manufacturing and Proces t GS 90 Travel and Food and Lodging and Er y n 3 1 1 R Not checked 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 lf 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 0 G5 Procserve Procserve Holdings Limited 2012 Procserve Holdings Limited 20
61. the Organisation s General Details Editing the Organisation s System Details Managing Classification View s in Procserve Commerce Hub 78 Procserve Holdings Limited 2012 User Guide Part 3 3 1 3 2 3 3 3 4 3 5 3 6 3 7 3 8 3 9 3 10 3 11 Part 4 4 1 4 2 4 3 4 4 4 5 4 6 Contents Il Adding a New Classification Views nement hatred renin arden 78 Editing a Classification View asisite OA V NEE d E ENa aiaiai 81 Removing a Classification View iii 83 Add Classification Views to Users in the Procserve Commerce Hub 84 Add Classification View s to Users in the Procserve Catalogue Search SYSIOM aa Mids eta ech e e nel Alin nies Sh ini ne LE 86 Catalogue Shopping 89 Overview of Catalogue Searching ss ssssssnnrennneeeeennneennnnnss 89 HOW 10 SO anh ic sires ccc er ns ee En nn ee en 92 Examples of Searching ss sssssssssssenennsseeneennsenneennsnenenee 96 The Items Details Page ccceeecececeeeseeeeeeeseeeeeeeseeeeneeseeeeeenseeeaeeeseeeaeeeseeeaeeeseeeseeeseeeseees 99 Comparing REMS eesosa NT nr ns E SEEN E A gere ND te faune uns 101 Smart FOrMS ens oc cel cacao ne ed ere anse nent ren sn eo te een EEan a Een Aan danses nel 104 Adding Items to your Shopping Cart ssssssssssnerreeensenneensenenens 106 Working with your Shopping Cart ss ssssssnneereensenneennseeneenneneenns 108 Working with Favourites cceeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
62. the catalogue they should send the price and other files to the secondary buying organisations to load Do not approve or release the catalogue until all secondary buying organisations have completed uploading their files Procserve Holdings Limited 2012 P CS procserve Multi Buyer Catalogue Catalogue Update Process 167 Creating a Price File and Contract Ref File 4 63 Creating a Price File and Contract Ref File Each secondary buying organisation that requires access to a multi buyer catalogue will need to load price and contract reference files The Price File should be created by the lead buying organisation by either downloading from the Procserve Catalogue Manager or by using the Procserve Catalogue Builder that the supplier completed Note Suppliers that use Price Breaks in their catalogue will need to send their catalogue Builder to the lead organisation to allow them to create the price files incorporating Price Breaks You cannot download Price Break information from the Procserve Catalogue Manager To create the files you need to copy data from the Procserve Catalogue Builder into another spreadsheet the price contract reference template files This will ensure you have captured all the relevant data including any price breaks For the latest price file and contract reference templates please contact the Procserve service desk The below tables highlight which columns data is copied from and pasted into Creating a Pric
63. this organisation SW1W 9SR Walthamstow Ang Jupiter Ltd 989765431 Zanzibar London Invite supplier for this organisation E17 Showing 1 2 of 2 results Step 2 Find the supplier Step 3 Add contact details for the supplier 6 Fill in the web form to search for the details of the supplier P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption Step 2 Find the supplier Supplier name Address City Town County Country United Kingdom Post Code Step 3 Add contact details for the supplier 7 When complete click Find this supplier Your results will be shown at the bottom of the page 8 Click Invite this supplier to select your chosen supplier Search Results 10 Result Salei Registered name ni Address details 4 South Ealing Road 80 Atlas Property Letting Services 210340911 LONDON W5 4QA 4 South Ealing Road ATLAS DEPOSITS LTD 216733129 LONDON W5 4QA 4 South Ealing Road ATLAS PROPERTY LETTING amp SERVICES 769996786 LONDON ED W5 4QA 16 Seagrave Road The Atlas 213453967 LONDON Invite this supplier SW6 1RX 9 Add the contact details for the supplier and click Invite this supplier Step 3 Add contact details for the supplier Supplier name The Atlas DUNS Number 213453967 Address 16 Seag
64. total price with lowest first Quote 0000000006 NAZ4TECH LTD Total price 192 00 Quote 0000000031 NAZ LTD Total price 206 40 Quote 0000000023 NAZ STORES LTD Total price 216 00 A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Main Menu Creating a Request for Quote 2 2 2 4 Closing an RFQ Overview This section shows you how to close an RFQ Closing an RFQ Having reviewed your quotes you can close your RFQ by choosing a winner or closing the RFQ with no winners Note You can withdraw an RFQ before it has closed Awarding an RFQ 1 Locate the RFQ within My Transactions Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Main Menu Creating a Request for Quote 2 Select the winning quote from Received documents in My Transactions 3 Scroll to the bottom of the quote and click Choose this quote as the winner Choose this quote as the winner Forward Save as PDF Save as a cXML file 4 Provide a reason and click Choose as winner Choose as the winning quote Please enter a reason for picking this quote as the winner This reason will not appear on any Supplier facing documents but will appear in the document history of this quote for future reference A good price Choose as winner You will be presented with Submit winning quote pa
65. views ici T Classification views New classification view amp Demo Organisation nae ETS EL ne Name Description This is an extended view including additional catalogues over and above those in the standard view 7 Add the required catalogues to the view Proc S erve Logged in as robertpetheram proc hy Administration Log off currency E s Qg Home page Catalogue search Seis O Shopping lists Administration Y Edit classification view Extended for the organization Demo Organisation DEMO amp User Bae FER ORe a py Classification views Name Extended ta Demo Organisation Description This is an extended view including additional catalogues over and above these in the standard view O UNSPSC 8 1201 1 Regardless of catalog all catalogs are visible Catalogue 1 Catalogue 2 Catalogue 3 Catalogue 4 The following list describes how you use the above page to add classifications to your view 1 Catalogue Selection You can check one or more catalogues to make available in this view for example 2 Select Classification Groups You use the UNSPSC tree to locate and select classes to add to your view for example Procserve Holdings Limited 2012 P CS procserve Adding a new Classification View I g WwW I 177 Assignment of classification system ED amp uNspsc s 1201 10 Live Plant and Animal Material and Accessories and Supplies
66. 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 html marketplaceld 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 beginning 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 zanzibarhelpdesk procserve com A Procserve Holdings Limited 2012 CS procserve Navigating Around Procserve Commerce Hub Procserve Commerce Hub Getting Started 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 P
67. 11 17 42 29 Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 5 Catalog ID DEMOCATALOGUE005_1 v The status will now show as Release Scheduled Check that the release settings are correct and select Release cated paste expected weet reves baye 1e verts Release tchetted Proauacave Regte w aj Raes mode Catou name ZD PS42921 ZM PS49 229 Eason o 02000011 2 Reese mode wee M 72 LA Eaten Cones of 52282011 Sawang Beck Aee ns LI Cotatogue Oversee Gre 7 O Cataoque Seppter Ruyer Currert catalogue ddon Current status Ums Zur Pas 112 1 24 P34 2 PSeeve 43 Test Suppter lt tutple buyers Eamon cf 02000011 Reitase scheduied a ee Fax Your catalogue will now export and change to the status Update Expected Procserve Holdings Limited 2012 P CS procserve Managing Classification Views Managing Classification View s Overview 174 5 Managing Classification Views 5 1 Managing Classification Views Overview This section describes how to create and manage classification views Note If your buying organisation is using Procserve Commerce Hub for shopping and transactions then 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 Procserve Holdings Limited 2012 CS procserve Adding a new Classifica
68. 11 Mineral and Textile and Inedible Plant and Animal Materials 12 Chemicals including Bio Chemicals and Gas Materials 13 Resin and Rosin and Rubber and Foam and Film and Elastomeric Materials 14 Paper Materials and Products m 00 Paper Materials and Products uncoded en 10 Paper materials 11 Paper products 00 Paper products uncoded He M 15 Printing and writing paper aS 16 Novelty paper O 17 Personal paper products THEMA CLLLL 1 amp You will also need to either set the catalogue selection to specific catalogues or Regardless of catalog 8 When complete click the save icon 3 and exit the marketplace A Procserve Holdings Limited 2012 CS procserve Administering Existing Classification View s 178 5 3 Administering Existing Classification Views Overview This section describes how you can amend classification views in the marketplace Administering Classification Views 1 Login to Procserve Commerce Hub 2 Click on Administration 3 Click on Catalogue Access Management Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration f Catalogue Access Management Catalogue Management A new window will open and the Catalogue Home page is displayed Logged in as amp robertpetheram proc we Administration amp Log off Currency 5
69. 12 Single Buyer Catalogue Updates Exporting your Catalogue 4 44 Exporting your Catalogue You can now release your catalogue 1 Click on the Buyer Review link for the catalogue Administration Loggedin as toniariffiths toni Griffiths Toni Log off ProcServe FE CRE Catalogue Overview Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO E r B8tSP a ae ee TEST Edition of 22 07 2011 Buyer revie Catalogue 1 Toni Test Buying Organisation oes BOX 2 You can now select Schedule Release Created Update expected Supplier review Buyer review Productive Replaced x General information on validation report for 22 Jul 2011 17 39 07 Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 3 Then click on Release to export the Catalogue Created Update expected Supplier review Buyer review Productive Replaced General information on validation report for 22 Jul 2011 17 39 07 Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 _ Back 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 0 G5 procserve Multi Buyer Catalogue Load and Configure I
70. 15 04 BST Quote created NAZ4TECH LTD 1554 Quote 02 Aug 2012 15 04 BST Quote created NAZ LTD 1554 Quote 02 Aug 2012 15 03 BST Quote created NAZATECH LTD 1554 Request For Quotation 02 Aug 2012 14 59 BST Request For Quotation created NAZ LTD 554 Request For Quotation 02 Aug 2012 14 59 BST Request For Quotation created ProMatrix 1554 Request For Quotation 02 Aug 2012 14 59 BST Request For Quotation created ProMatrix 1547 Request For Quotation 01 Aug 2012 13 37 BST Request For Quotation created COWBOYS LTD 1547 Request For Quotation 01 Aug 2012 13 37 BST Request For Quotation created Demo Supplier 1547 Request For Quotation 01 Aug 2012 13 37 BST Request For Quotation created 1 COWBOYS LTD 1545 Request For Quotation 01 Aug 2012 13 36 BST Request For Quotation created ProMatrix 1545 Request For Quotation 01 Aug 2012 13 36 BST Request For Quotation created COWBOYS LTD 1545 Request For Quotation 01 Aug 2012 13 30 BST Request For Quotation created ProMatrix 1545 Request For Quotation 01 Aug 2012 13 30 BST Request For Quotation created oo one ton A new window will open with an option to Open or Save the file A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Overview 2 3 Procserve Commerce Hub Administration 2 3 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 Manag
71. 15 May 2012 Mo Edit 2 Your Top targeted suppliers tab will now be updated with the number of suppliers targeted ip You can remove suppliers from the top targeted list by clicking Aa Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Users 2 3 3 Managing your Users 2 3 3 1 Introduction to User Management Overview You can add edit and deactivate users within your organisation in User Management Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Users 2 3 3 2 Add a New User To add a New User to your Organisation 1 Log on to PCH as administrator 2 At home page select Administration menu then select User Management 3 Click on Add a new user Hello Admin You last logged in today 15 August MyProfile Feedback Logout Administration Organisation Management f User Management Supplier Registration Catalogue Access Management Catalogue Management User Management rs Se Browse Users 6 Status User s name Email address User Name Date added Date last updated ENABLED Super _Nas nasir ahmed18 procserve org super_nas strn011 10 Feb 2012 07 Aug 2012 Buyer Administrator nasir ahmed55 procserve org buyer_administrator stm011 20 Jul 2012 07 Aug 2012 Basic _User nasir ahmed60 procserve org basic_user stm011 26
72. 9 10 BST Purchase Order forwarded to supplier NAZ4TECH LTD 4575 Request For Quotation 03 Aug 2012 11 47 BST Request For Quotation created NAZ LTD 1575 Quote 03 Aug 2012 11 43 BST Quote created NAZATECH LTD 0000000032 Invoice 03 Aug 2012 11 42 BST Invoice created NAZ4TECH LTD 1573 Purchase Order 03 Aug 2012 11 41 BST Invoice received NAZ4TECH LTD 1575 Quote 03 Aug 2012 11 41 BST Quote created NAZ LTD 4575 Request For Quotation 03 Aug 2012 11 40 BST Request For Quotation created NAZ4TECH LTD 4575 Request For Quotation 03 Aug 2012 11 40 BST Request For Quotation created NAZ4TECH LTD 1568 Quote 03 Aug 2012 09 35 BST Quote created 1 NAZ LTD 0000000076 Invoice 03 Aug 2012 09 34 BST Invoice created NAZ LTD 1566 Purchase Order 03 Aug 2012 09 33 BST Invoice received NAZ LTD 1568 Quote 03 Aug 2012 09 33 BST Quote created NAZ LTD 1568 Request For Quotation 03 Aug 2012 09 31 BST Request For Quotation created NAZATECH LTD 1568 Request For Quotation 03 Aug 2012 09 31 BST Request For Quotation created NAZATECH LTD 1562 Quote 03 Aug 2012 09 12 BST Quote created NAZ LTD 1562 Quote 03 Aug 2012 09 11 BST Quote created NAZ LTD 1562 Request For Quotation 03 Aug 2012 09 09 BST Request For Quotation created NAZ4TECH LTD 1562 Request For Quotation 03 Aug 2012 09 09 BST Request For Quotation created ProMatrix 70000000069 Invoice 02 Aug 2012 17 29 BST Invoice created 1 ProMatrix 1559 Purchase Order 02 Aug 2012 17 29 BST Invoice received ProMatrix 1554 Quote 02 Aug 2012
73. A EAEAN ONEA remet E NEKEEN 183 6 2 About Procserve Suppliers and Buyers ss 184 6 3 Catalogue Import Matrix cccceceeeeeeeeeeeee ee ee ence ee eeeeee sn eeeeeeseeeseeeseeeaeeesaeeaeeesaeeseeeneeeseees 186 G24 QUICK TIDSE 55 52 see ces en E Ra rene ere oder de DE ee ce steed anlsadaedtcacsstetenseeztuateseueetes 188 6 5 TroubleShooting 1 5 2880 a a ia Ea EA cece E 191 6 05 GIOSSATY cienia iA EAE EAT E ES EE R 193 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 elnvwicing solutions and services for customers What does Procserve offer e Procsere 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
74. A a a Ea Ann e Pa 30 Review ing an RFQ GIOSING an AQ stasi aa a ceed se Aver a a SAA Suppli r D RE eo A AE EE EA E ETTA T A ee a Bere NT ER Et Introduction to the Supplier Directory iii 39 View ing Suppliers my Organisation has traded with 40 View ing All Available Suppliers in the Community ss 41 Document Tracker 2 cess ete cis een heen Aaah ae eee na eae ave a Ae 42 Introduction to Document Tracker see 42 Using Document Trackin tar ne a oes tigen A ee ee nr ten an 43 Dow nloading the transactions to Excel ss 46 2 3 Procserve Commerce Hub Administration ss 48 OVEIVICW i terra EM er ate ee Net AON ter vine tell Ra A cl teh Neel reel na ieee eM ee 48 Managing your Supplier AGOption ss rss i eitused evei ei aa aE Ep EES 49 Overview of Supplier Registration sn 49 Registering New Suppliers iinei iiien iA ea e evei Reminding Suppliers to Join Targeting YOUr SUPplierS 25e indienne nes men tree na errant dense Adding a new supplier to your top targeted list ss 61 Managing V our US Gr sirsie a E eae dt nei Ape nee aber Introduction to User Management sise Add a New User ie in nt ann ae dire onl Giana Go nae eee see Editing a Existing User 52 fn Le ntm I et SR a i ER aed Editing the Roles a User has in an Organisation Deactivating and Activating a User Administering Procserve Commerce Hub sise Managing my Organisation aerea ne tes MAR M dea eis a tant Editing
75. Access Management Catalogue Management Supplier Registration User Management Organisation Management 2 Click on Organisation Management Hello Buyer_ You last logged in yesterday 7 August MyProfile Feedback Logout ProcServe Administration Catalogue Management Catalogue Access Management Organisation Management User Management Supplier Registration Organisation Management Oveniew System settings Classification Views Catalogue Sharing SATURN LTD P Edit fo DUNS number 226023588 Contact details Registered name SATURN LTD Email nasir_ahmed procserve com Telephone number 020861237461 Fax number 462379413242 The Red Building Hoe Street Walthamstow Address 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 P G oO procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub Organisation Management Overview Classification Views Cstslogue Sharing Make sure that the image you use is 100 pixels wide by 80 pixels high leave this blank to continue using the current image CE Coe Contact details CE Telephone number 020861237461 Financial information GB VAT Standard 20 0 GB891208789
76. Buyer name Supplier Supplier name Catalogue Catalogue identifier Catalogue name Catalogue statistics 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 Multi Buyer Catalogue Load and Configure Initial Catalogue Load System data ZZBar 43 Multi Buyer Test System data PServe 4 3 Test Supplier System data ZZM1_PS43_333_1 ZZM143_PS43_333 Mi Done e Internet fg 7 100 7 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 it s a new catalogue If this is found this means that the catalogue ID is already in use for another catalogue In this situation you will need to create a new catalogue ID in the Catalogue Builder and reload 7 Select Continue Analysis 8 Once the import is successfully completed the confirmation screen is displayed Procserve Holdings Limited 2012 Q G6 Procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File lf Catalogue analysis 100 CRE DE nn Time 0 01 Technical validations 8 Entries Time 0 01 x Content validations 100 Time 0 03 Import preparations 100 Time
77. D Davies Sports 28 I East Riding of Yorkshire Councit 280895 FOAM SPONGE BALLS 7CM PVC YPO Yorkshire Purchasing 7 77 i pack On request mn ERS 10 COATED PK12 Organisation PT ee YPO Yorkshire Purchasing contet inas for Organisation 8 this product l one 8 erai Schools Supplies Ltd 6 m cational Supplies 3 BEB Sponge Rubber Balls 64mm Dia Yellow East Riding of Yorkshire Council 0 36 each 1 0 day FT S O Atoz 3 ERS E D More selection Manufacturer E Not specified 77 Q need a toner cartridge for a HP LaserJet P2550d printer The code on the cartridge is CE505A A Try searching for the cartridge model number CE505A Put CE505A in the search field and this will return results with the product code anywhere within them Home page Catalogue search Shopping Basket 0 Shopping lists Search fitter D search Advanced search Feature search Catalogues mp A CE505A E Stuft Cat 6 E Schools Banner Business Supplies Standard assortment found page 1300 k temno Short description Supplier Manufacturer Image Price Lead time Quantity M I Luck Ltd 2 E Schools Printerbase Cat 2 CESOSA CESOSA 054 HP BLACK TONER 2 300 Supplies For HP CESOSA 54 64 each 1 0 day 4 Ej E Schoo London Office Depot UK Ltd 1 7 SEE SE E D More selection 054 Suppliers re 1 Stuftuk net 6 E Matia Uia ee CESOSA Hewlett Packard Original T
78. Description ta Demo Organisation Extended This is an extended view including additional catalogues over and above those in the standard view Standard This is the view available to all users ci The following list describes how you use the above page to add or remove catalogues to your view Proc S erve Logged in as robertpetheram proc hy Administration Log off currency PE s Qg Home page Catalogue search Sica O Shopping lists Administration Y Edit classification view Extended for the organization Demo Organisation DEMO amp User enge ic Catalog views ease a g Classification views Name Extended ta Demo Organisation Description This is an extended view including additional catalogues over and above those in the standard view Assignment of classification system D UNSPSC 8 1201 C Regardless of catalog all catalogs are visible Catalogue 1 7 Catalogue 2 Catalogue 3 Catalogue 4 1 Catalogue Selection You can check one or more catalogues to make available in this view or alternatively uncheck a catalogue to remove it from the view C Regardless of catalog all catalogs are visible vV Catalogue 1 v Catalogue 2 v Catalogue 3 Cataloque 4 2 Select Classification Groups You use the UNSPSC tree to locate and select or remove classes to add to your view for example P Procserve Holdings Limited 2012 CS procserve Admini
79. Feedback Logout ProcServe Administration Root Management Network Management Community Management Community Registration Organisation Management User Management Supplier Registration Buyer Registration Catalogue Acc Management Catalogue Management User Management Search users Go Browse Users 56 Add a new user Status User s name Email address User Name Date added Date last updated Nasir Ahmed nasir ahmed procserve com nasirahmed proc 11 Nov 2011 14 Aug 2012 O Henry oh10 paconsulting com ohenry proc 15 Aug 2011 07 Aug 2012 A Smith andrew smith procserve com asmith proc 19 Mar 2009 21 Jun 2012 asmith 349363296d procs co uk asmith01 proc 21 Jun 2012 21 Jun 2012 angela Hatchman angela hatchman procserve com angelahatchman proc 25 Nov 2011 31 May 2012 3 Click on Edit general information Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Users ProcServe Catalogue Management User Management Browse Users 7 Hello Admin You last logged in today 7 August MyProfile Feedback Logout Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management General Roles Classification Views Mr Super Buyer Status Enabled User Name superbuyer jptr004 Email address nasir ahmed13 procserve org
80. Gear headset 5 84 3 The following describes how you work with the Home Page Favourites List e Image View and Text View You can switch between a view that includes the item images and a text view The image view is shown in the above image Text view does not show any images Image View Procserve Holdings Limited 2012 n CS procserve Working w ith Favourites g MITRE MESH PANNELLED BALL SACK BLACK 13 95 Bulk PK Pencils HB 14 99 ree Map Marketing World Political Laminated Map BEX 17 95 6 Computer Gear headset 5 84 Text View Text view MITRE MESH PANNELLED BALL SACK BLACK 13 95 Bulk PK Pencils HB 14 99 Map Marketing World Political Laminated Map BEX 17 95 Computer Gear headset 5 84 e Item Details Click an Item description to view the Item details e Add Item to Shopping Cart Click this icon FF Addto Basket to add the item to your Shopping Cart 4 Working With Your Favourites List You can delete items add multiple items to the Shopping Cart or add items to a Shopping List using the Favourites List within the Shopping Lists tab 5 In the Catalogue navigate Shopping Lists gt gt My Favourites Home page Catalogue search Sura a 0 Shopping lists EEE shopping lists Myfavorites p0 Company shopping lists Group shopping lists tem no Short description Supplier Service provider Leadtime Price Quantity Amount Private shopping ists s
81. Keywords Supplier Manufacturer Manufacturer bar Number Description Description Name tem Number Name setting Toleran Begins Tolerant Tolerant Contains Contains Begins With Contains t With With When a search term is entered the results may include where the word s appear in any order in e A single field e Across one or more fields e g one word in short description and one word in supplier name Using the System Example You would like to order some A4 Books You decide to type A4 Book in the search field and click search The system will perform a search for each word individually and return items where one of the words exists in one of the searchable fields Some typical examples of the types of results you can expect to see from this search are below with the words returned by the search in bold Supplier Part Short Description Long Description Supplier Name No Z1A223 A4 Paper A4 Reams Note Book and Paper Pad in various Co sizes 086 961 Reading Books A5 amp A4 Reading Schools Supply Book Books Co reading children 116 630 A4 Writing Pads Schools Supply Pad Co recycled a4 Book Q3T376 Address Books Hard Backed Book and Paper address book Co with tabs Size A4 R5C945 A4 Books A4 Size Books Book and Paper a Co Other Ways of Searching Exact Word and Wild Card Search There are some additional elements of functionality that can be used to enhance the search pro
82. Locations Search categories Search locations C3 United Kingdom of Great Britain and Northern Ireland England Bath and North East Somerset G Bedford G Borough of Barnsley G Borough of Blackburn with Darwen B Borough of Blackpool G Borough of Bolton B Borough of Bournemouth G Borough of Bracknell Forest G Borough of Brighton and Hove B Borough of Bury G Borough of Calderdale G Borough of Darlington G Borough of Doncaster E Borough of Dudley gt Ca Barouah of Halton G Emergency and Rescue G Energy and Fuels G Engineering Goods G Facilities G Fleet G ICT Commodities G ICT Systems G Industrial Services Learning and Development Legal Aid G Logistics G Office Solutions G Operational Goods and Services G Personnel Related G Print and Print Management G Professional Services CCL 11 Once you have found suppliers that meet the your requirements click Add all A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Main Menu Creating a Request for Quote Step 3 Choose suppliers Find available suppliers Use supplier search Categories Locations Search categories Search locations TCT Commoanes G ICT Systems G Industrial Services G County of Suffolk G County of Surrey G Learning and Development G Legal Aid G Logistics G O
83. NDP as the code manager responsible for managing the UNSPSC Classification scheme The code manager is responsible for ensuring compliance with the principles of the UNSPSC as well as the integrity of the code schema The UCC is responsible for overseeing code change requests industry revision projects issuing regularly scheduled updates to the Code communications with members as well as special projects and initiatives as determined both by the UNDP and member requests Web http www gs1us org and http www uc council org United Nations Development Program The UNDP own all rights to the UNSPSC and appointed the Uniform Code Council UCC as code manager Web http www undp org UNECE United Nations Economic Commission for Europe UNECE Recommendation 20 The unit of purchase used in the Procserve Trading Network Web http www unece org Procserve Holdings Limited 2012 CS procserve United Nations Standard Products and Services Code An international standard product classification code structure UNSPSC developed jointly by the UNDP and D amp B Preferred classification code of the OGC and the mandatory Classification system for the Procserve Trading Network Web http www unspsc org Unit of Measure Referred to in the Procserve Trading Network as the Unit of Purchase See also UNECE Recommendation 20 Universal Product Code Widely used bar code symbology developed originally by the grocery industry
84. 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 Q G6 Procserve Procserve Holdings Limited 2012 Importing the Catalogue Procserve Holdings Limited 2012 Single Buyer Catalogue Initial Load lf Catalogue analysis 100 CRE DE nn Time 0 01 Technical validations 8 Entries Time 0 01 x Content validations 100 Time 0 03 Import preparations 100 Time 0 00 Catalogue import 100 Time 0 05 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 TE E Created Upstate expected buyer terns Proactive Repisced x General infoemation on import report for 02 Sep 2011 14 26 41 Supoter PSeeve 3 Test Suroter Buyer ZZBa 4 Uus Buyer Test Catmcque name Zlui1s3_PS43 393 Cao ID Z2M1_PS43_333_1 Catatogue format Buton 12 Select Validate to run the validation report and then select Release to Buyer G6procserve
85. Procserve Catalogue Search to refer to a list of items that an individual is buying and wishes to return Shopping Basket to their P2P application The Basket is sometimes referred to as a Cart In the P2P application a Shopping Cart is usually converted into or added to a Requisition A saved list of items for adding to a Shopping List in Shopping List Procserve Catalogue Search Shopping Lists can be used as templates or skeleton orders to avoid the need for searching catalogues Procserve Holdings Limited 2012 CS procserve Requisition re P2P See also Multiple Buyer Catalogue A Catalogue created for the purpose of having more than one buying Organisation associated with it and contains data for more than one Buyer Used to create Assortment Catalogues Source Catalogues are not exported to Procserve Catalogue Search Structured Query Language A language used to obtain data from or modify data in a relational database A Catalogue provided by a single Supplier which is Standard Supplier Catalogue re associated with exactly one buying Organisation A Procserve Catalogue Manager Standard Catalogue is exported to Procserve Catalogue Search Source Catalogue re Procserve Catalogue Manager Target System Re Procserve Catalogue The aoe to which an exported Catalogue file is to be Manager Thumbnail A small preview of an image Uniform Code Council Also known as GS1US The Organisation appointed by the U
86. S 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 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 A Procserve Holdings Limited 2012 G oO procserve Proc
87. SH ACOMPANY LTD Categories LONDON NW6 1NX ER at 42 V Abe Categories LONDON E17 8LS 277660 VY ANGLID Categories Office Solutions BATH BA1 3PB 255760 P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Main Menu Document Tracker 2 2 4 Document Tracker 2 2 4 1 Introduction to Document Tracker Overview The Document Tracker is an online solution providing an overview of the history and most recent state of transaction documents Users can see the last status of a transaction with its associated timestamp Note Access to Document Tracker is dependant on your organisation set up and roles Buyer Reporter The key areas that the Document Tracker allows Buyers to view details of relating to their documents include 1 Who the Supplier is 2 The date and time the specified document was a received by the Procserve Trading Network b relayed by Procserve to the Supplier c opened or read by Supplier within the Supplier Portal d adocument was downloaded or uploaded by the Supplier using SWS or SPConnect If an invoice has been sent against the purchase order and its associated date A visual representation of the document onscreen A full timestamp audit trail of the document through the Procserve Trading Network The last status of the document e g relayed to a Supplier or an invoice has been received oOo fw The Document Tracker also offers the ability to set filters to refine your searc
88. Supplies For Schools Supplier part no VMMO5271 si Ltd 4 ag Manufacturer MAP MARKETING Manufacturer part no GALD ba EAN Lead time 1 0 day Content 1 Order unit each Order quantity 1 Cen Eil Increase in order 2 Contract 0 Delivery Charge display Delivery charge 6 95 per order UK Reference Mainland charge 6 95 Price 30 59 each Description Further documents Item properties Giant world political map featuring countries clearly defined with political colouring Main cities and towns clearly marked Time zone clocks country flags and statistics Size 830 x 1200mm Scale 1 34 000 000 520 miles 1 inch Laminated MM05271 The following list describes the major features of Items details page 1 Action Icons These icons are not displayed if the item is already in your Shopping Cart Click to add item to your Shopping Basket Click to view item details in new window Add Item to Basket Open Items Details Add to Shopping List Click to add item to your Shopping List Click to return to Search Page 2 Item Details A summary of the item details To view any associated documents click on any link in the Further Documents field Return to Search Page Add to Favourites la Click to add item to your Favourites List P Procserve Holdings Limited 2012 CS procserve The Items Details Page 100 Add to Shopping Cart Click to add item to your Shopping Basket Note In the Shopping Cart item details pop up you
89. a 4 Mut Buyer Test ZDI PS zan PS 1 BuEcat Em LI Catatogue Overview Catatogue Suppher boye Current cataogue eGon Current status nes ZM PS4 232 1 77u14 PS4 203 PSan 43 Test Supper TD SJ um Due Essen of 02082011 Sucober seven aroraa You can now take the catalogue through Supplier Review and release to buyer ProcServe vg a Supper renew Gereral information on validation report for 02 Sep 2011 14 36 55 PSerne 42 Te Z2Bar 43 Last Boyer Test qt Psa O Rempon Vatdsie Release to buyer Price File Uploads You should now send the Price Contract Reference Icon and Delivery Rule files to the secondary buying organisations who should then load validate and confirm when this has been completed You should not approve or release the catalogue until all organisations have completed loading their files P Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Adding Secondary Buying Organisations to Multi Buyer Catalogue Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load 157 Approving your Catalogue 4 5 8 Approving your Catalogue Once confirmations of uploads or Price Contract Icon and Delivery Files has been received from secondary Buying Orgainsations you will be able to approve your catalogue To approve the items in your catalogue you will need to approve them in Catalogu
90. ading Network so you can provide content for our buyers and return elnvoices At the moment we can only send free text orders to SupplierName Transacting online has advantages for both Jupiter Buyer Ltd and SupplierName Removing paper from our transaction processes will save both our organisations money and contribute to a greener environment l m sure you agree that manual paper processes can be time consuming inefficient and a drain on resources To find out more about the ProcServe Trading Network please visit http www procserve com solutions and services supplier enablement services html Note You can change some of the text in the reminder email but the second half remains static as this contains the important registration details 4 When satisfied with the email click Send at the footer of the page The following text will also be added to the email before being sent You can register your company as a supplier to ProcServe s Trading Network free of charge there are no joining hosting or transaction fees for suppliers on our Trading Network Joining ProcServe s Trading Network will give you an Enhanced account With your Enhanced account you can provide content manage your orders and return elnvoices You can register by following this URL which will take you to our registration site where you can self register using the User Name and password below User Name Password will appear here To find out m
91. ailable from the Procserve Service Desk If the Contract reference is used in the Procserve Catalogue Builder the Buying Organisation can create a contract reference file The below table shows you which columns in the Procserve Catalogue Builder relate to the contract reference File columns PCB column name Contract ref file template column name Supplier Item ID tem Number Contract Reference Contract Reference Procserve Holdings Limited 2012 P CS procserve Multi Buyer Catalogue Catalogue Update Process Secondary Buying Organisation Loading the Price and Contract Files 4 64 Secondary Buying Organisation Loading the Price and Contract Files The secondary buying organisation will need to upload a price file and contract reference file to be to buy from the multi buyer catalogue 1 Uploading the Additional Files The price file and if required the contract reference delivery charge and icon files must be uploaded and validated by each buying organisation before exporting the catalogue to the Marketplace There are two options Option 1 Where you are operating on behalf of other buying organisations You should log in as a buyer super user for each organisation and upload as directed below Option 2 If you are not operating on behalf of other buying organisations You should notify all of your buying organisations and direct them to upload as below 2 Upload the price file in Catalogue Manager Navigate to the cata
92. allow buyers to easily search for and select items to add to requisitions Before a supplier is able to provide catalogue content they must be invited to the Procserve Trading Network and be registered as a bronze supplier There are 3 different types of catalogues a buying organisation may have access to Single Buyer Catalogue Catalogue is for a single buying organisation only Catalogues can be shared amongst selected buying Multi Buyer Catalogue en organisations Catalogues are made available to all buying organisations Public Catalogue This is only available to a few organisations and is not covered by the content of this manual Note Some of the sections within Catalogue Management may not be relevant to you dependant on your organisation set up Procserve Holdings Limited 2012 CS procserve Accessing Catalogue Management 4 2 Accessing Catalogue Management Overview Within Catalogue Management you can upload and manage your catalogue content Note Dependant on your community and organisation setup some of the menus may appear in a different order To access Catalogue Management 1 Login to Procserve Commerce Hub 2 Click on Catalogue Management Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Catalogue Management Organisation Management User Management Supplier Registration Catalogue Access Management A
93. alogue Workflow E mail settings Update expected Import blocked Supplier review Buyer review Release scheduled Productive Replaced Automation settings Multi Buyer Catalogue Load and Configure Initial Catalogue Load Release settings Search Organization m Search results man Select Selection Griffiths Toni TEST 4 Click on any users within the selection that need to be removed and click on deselect repeat as necessary Update expected Import blocked Supplier review Buyer review Release scheduled Productive LT Replaced Automation settings E mail settings Release settings Search Organization TEST m Search results Selection Griffiths Toni TEST c8 procserve Procserve Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Configuring 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 O O OOOO 5 Click on Automation Settings and ensure that the Automation settings are set as required Om E mai settings Automation settings Release settings Automated import fz
94. alysis to add the missing data R Technical validations Content validations Import preparations Catalogue import Note 5 The Summary page is displayed 6 Once the import is successfully completed the confirmation screen is displayed A Procserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Updates Importing the Updated Catalogue Catalogue analysis 100 TE Time 0 01 x Technical validations 8 Entries Time 0 01 Content validations 100 Time 0 03 Import preparations 100 Time 0 00 xy Catalogue import 100 Time 0 05 y The import has been successfully completed Please go to the 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 EEE TEE E Catalogue Overview Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO Fa z ObratrtsFsy PS a al TEST Edition of 22 07 2011 Buyer review EE Catalogue 1 Toni Test Buying Organisation B amp x Buyer Review Once a su
95. ary password as you login for the first time TIP Copy and paste your username password from your emails instead of typing in manually Below are examples of one of two email the user receives Email with username Hello Super Welcome to the Zanzibar eMarketplace Your account has been set up and you can now access the marketplace at any time from your Internet browser To access your account you will need both your User Name included below and your Password which will be sent in a separate email for security reasons Your User Name is super_demo strn011 Once you have received your password you will be able to log in at https buyers procserveonline com otis login html marketplaceld 2 amp locale en_GB 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 beginning or the end 2 Right click and select Copy Email with password Procserve Holdings Limited 2012 D c Procserve Procserve Commerce Hub Administration Managing your Users Hello Super Welcome to the Zanzibar eMarketplace Your account has been set up and you can now access the marketplace at any time from your Internet browser To access your account you will need both your User Name which will be sent in a separate email for security reasons and your Password included below Your t
96. atalogue workflow option 2 Set up the email settings as required Search for the relevant organisation on the top right Workflow E mail settings Automation settings Release settings Search Organization TEST Import blocked Search results Supplier review Buyer review Release scheduled Productive Replaced Selection Update expected System Administrator Premium Content Manager Griffiths Toni TEST 3 Click on the relevant users and click on the select button repeat as necessary Procserve Holdings Limited 2012 n CS procserve Configuring Catalogue Workflow E mail settings Update expected Import blocked Supplier review Buyer review Release scheduled Productive Replaced Automation settings Single Buyer Catalogue Initial Load Release settings Search Organization m Search results man Select Selection Griffiths Toni TEST 4 Click on any users within the selection that need to be removed and click on deselect repeat as necessary E mail settings Automation settings Release settings Update expected Search Organization TEST o Import blocked gt Search results Supplier review System Administrator Premium Content Manager Buyer review Release scheduled Productive Rance r Selection Griffiths Toni TEST c8 procserve Proc
97. ation 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 Supplier Registration Hello Buyer_ You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration f Web Services Accounts Catalogue Access Management Catalogue Management From here you can see the three tabs used in Supplier Registration Tip Adding new suppliers You can invite new suppliers to join the Procserve Trading Network For more information on this view the Registering New Suppliers Hello Buyer_ You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management Supplier Registration Search suppliers Go Browse invited suppliers 1 Top targeted suppliers 0 Now enhanced suppliers 1 Invite a new supplier Supplier name DUNS Contact details Date invited Activity BLOO LTD 219060915 Naz Ahmed nasir ahmed41 procserve org 17 Jul 2012 mo Showing 1 1 of 1 suppli
98. brun own 7 moi bas few fow n 7 Before loading the Price File the Price Effective Date should be changed to the current date or the date when the Price File will be loaded It is easier to do this if the Price File is sorted in Ascending order on the Price Effective Date Any dates in the past will be shown near the top and can be amended quickly Item ID1001 10 20 1H Jo1 04201 1 30 07 2011 Ex ltem ID1002 535 08 0220 1 30 07 2011 Es Item ID1003 7 50 o8 02 201 30 07 2011 EA tem ID1004 11 00 Hs 08 02 2011 30 07 2011 Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Secondary Buying Organisation Loading the Additional Files 3 Select the Catalogue from the list of results and select the Data Upload Icon from the Links Menu 5 The Data Upload page is displayed 6 Leave the Excel option checked 7 Select the relevant Schema s you are uploading a price list select Price List Item Price from the Schema list Reference Buyer Extension from the Schema list Buyer Specific Extensions from the Schema list ee you are uploading a icons file select Icons Buyer Specific Extensions from the Schema list 8 Click the Browse button A dialogue is displayed Locate and select the relevant file and click the upload button 9 Repeat this process until all required files have been uploaded You can do this by selecting Data upload from
99. can now release your catalogue 1 Click on the Buyer Review link for the catalogue Administration inas toniariffiths toni Griffiths Toni Loa off ProcServe E Catalogue Overview Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO S 8 SP m a TEST Edition of 22 07 2011 Buyer revi Catalogue 1 Toni Test Buying Organisation LU i ay D Ex 2 You can now select Schedule Release Created Update expected Supplier review Buyer review Productive Replaced x 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 r Reject catalog Ji Validate Schedule release N 3 Then click on Release to export the Catalogue Created Update expected Supplier review Buyer review Productive Replaced General information on validation report for 22 Jul 2011 17 39 07 Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 Back 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 Procserve Holdings Limited 2012 n CS procserve Single Buyer Catalogue Updates Overview 4 4 Sing
100. cannot change the quantity 3 Description This gives a more detailed description of the item 4 Further Documents This may include additional images 5 Item Properties This may include further details of item Add to Basket Click to add item to your Shopping Basket Procserve Holdings Limited 2012 CS procserve ing It Comparing Items 101 3 5 Comparing Items Overview This section describes how to compare items You can build a list of items to be compared and compare one of the items against the others Building the Compare Item List The following steps describes how you can add items to and use the Comparison List 1 Locate the items you are considering purchasing 2 Mark the items you wish to compare by selecting the right check box for each item For example Image view VMM30001 Map Marketing World Political Laminated Map BEX Supplies For MAP MARKETING BEX 17 95 each 1 0 day fj v Schools Ltd YMM05271 Map Marketing Giant World Political Laminated Supplies For MAP 30 59 each 1 0 day 4 M Map GVVLD Schools Ltd MARKETING GWLD Pos 3 Add Selected Items Click the Add Selected Items icon Items details are listed in the Compare Items window A Procserve Holdings Limited 2012 CS procserve Short description Price Supplier Supplier part no Manufacturer Manufacturer part no EAN Content Order unit Lead time Description Unit of Purchase Q
101. cess Procserve Holdings Limited 2012 G V procserve Overview of Catalogue Searching oot dependant on what you want to search for e Exact Word Search If you want to search for an exact word or words you should place the word s in quotation marks This will find the word s in the order entered within a single searchable field Using the same example as above searching for A4 Book will bring back results from the highlighted columns as they are the only ones with the search term in a single field Supplier Part Short Description Long Description Supplier Name No Z1A223 A4 Paper A4 Reams Note Pad in various 116 630 iti Schools Supply Co recycled Q3T376 Hard Backed Book and Paper address book Co with tabs Size A4 e Wildcard Search There are two variations on the wildcard search available to a user A question mark is used to replace a single character and an asterisk is used to replace any number of characters Question Mark Use this to replace a single character within a search Searching for wh te will return results such as white and whyte Asterisk Use this to replace a string of letters either at the end or beginning of a word Searching for ave will return results such as Avery Labels average contents and winged avenger Searching for ave will return results such as Wave Pens Super Save Ltd and rave reviews A Procserve Holdings Limited 2012 CS procserve How to Searc
102. cserve Holdings Limited 2012 Procserve Commerce Hub Main Menu Creating a Request for Quote Create a new Request for Quote Start Request for Quotation Templates Draft Request for Quotations Suppliers Date Saved Books_ 10 2012 NAZATECH LTD NAZ LTD 300 0 Lined wire bound A4 10 Aug 2012 note books AUTO DRAFT 1624 NAZATECH LTD NAZ LTD 300 0 Lined wire bound A4 10 Aug 2012 note books AUTO DRAFT 1623 ProMatrix NAZ LTD 200 0 Black ink ball point 10 Aug 2012 pens Showing 1 3 of 3 drafts Procserve Holdings Limited 2012 c8 procserve Procserve Commerce Hub Main Menu Creating a Request for Quote 2 2 2 3 Reviewing an RFQ Overview This section shows how you review the quotes you have received YES Procserve Holdings Limited 2012 c8 procserve Creating a Request for Quote Procserve Commerce Hub Main Menu Reviewing received quotes 1 Log in to Procserve Commerce Hub 2 Navigate to My Transactions Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout Main Menu Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory ProcServe Home My Transactions My Transaction page will be displayed Received Documents will be populated by default here you will be able to see all of the documents you have received including Invoice Quotes and Credit Notes Search
103. d then use the arrows to move the view across Views and Permissions Catalog view e Classification views Available views View for this account Test View 2 Test View a EN a 7 Save the user s profile Once you have finished changing the views allocated to the user you need to save the users profile by selecting the save button at the top right of the pane fala amp A Procserve Holdings Limited 2012 CS procserve Catalogue Shopping Overview of Catalogue Searching e 3 Catalogue Shopping 3 1 Overview of Catalogue Searching Overview The search engine allows you to run to various types of search for items in the catalogues available to you This section will provide you with a brief overview of how the search functionality works and give you some hints and tips on the best ways to use the search engine How does search work When a supplier creates a catalogue they complete a template that mandates information put into key fields to fully describe the products or services that they provide When you enter a search term the search engine searches across some of these fields to ensure you return the best possible results The key fields that a supplier completes and the system searches across are e Supplier Item Number e Item Short Description e item Long Description e Supplier Name e Manufacturer Item Number e Manufacturer Name e Item Keywords When searching the system allows you to adjust how the search wo
104. e English UK Skin ProcSere default Sorry you can t edit this Approval VW Orders need approval before being submitted to suppliers Payment Options E Invoice W Credit Debit Card V Lodged Card v ProcServe ePayment Shared secret kw4 BjbN Use shared secret P 5 Once complete click Save Changes P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 3 4 2 Managing Classification Views in Procserve Commerce Hub 2 3 4 2 1 Adding a New Classification View Overview This section describes how to create and manage classification views In the marketplace you administer the catalogue content of the classification view where as in Procserve Commerce Hub you administer what classification views an organisation and its user has access too Adding a new Classification View to the marketplace 1 Login to Procserve Commerce Hub 2 Click on Administration e OTIS Hello justin You last logged in today 23 April MyProfile Feedback Logout Main Menu Administration Home 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 Netwo
105. e Explorer 1 Select Catalogue Explorer from the Links Menu tem search Comparison New Massediing Delete Standard JE AADO Pace t 2 tems of 13 selected A p Lead time Release status tem number Short description Manufacturer Manufacturer s tem no 564 1 1 Not checked anufacturing and Proces v Not checked nd Food and Lodging and Er 1 1 1 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 from the menu at the top 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 H amp Pace ott 2 items of 13 selected s tem number Short description Manufacturer Manufacturer s item no EAN gad time Release status is E 5648530 2 1 red Not checked Manufacturing and Proces v el and Food and Lodging and Er
106. e File from the Procserve Catalogue System Price File Templates are available from the Procserve Service Desk The below table shows how you can create a Price File from the available reports in Catalogue Explorer By changing the drop down option and selecting the reports highlighted below you can run each report and create the Price File Please note you will have to select all items to enable the Excel button in order to generate the report Report Column within Report Price file template column name Price List Detailed tem Number Order Information Minimum Order Quantity Price List Detailed Valid From Price Effective Date Price List Detailed Valid To Price Expiry Date Creating a Price File from the Procserve Catalogue Builder To create the files copy data from the Procserve Catalogue Builder into the price contract reference template files This will ensure you have captured all the relevant data including any price breaks The below table shows you which columns in the Procserve Catalogue Builder relate to the price file Template columns PCB column name Price file template column name P Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Catalogue Update Process Creating a Price File and Contract Ref File Price Effective Date Price Effective Date Price Expiry Date Price Expiry Date Creating a Contract Reference File from the Procserve Catalogue Builder Contract Reference Templates are av
107. e a reason why the RFQ is being withdrawn RFQ submitted to wrong suppliers Reason for withdraw Confirm withdrawal You will receive on screen confirmation that the RFQ has been withdrawn and the suppliers will be automatically informed Hello Buyer_ You last logged in today 27 July MyProfile Feedback Logout Main Menu Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory ProcServe My Transactions Document Management My Organisation s Documents Document Tracking RFQ number 2428 Creation date 27 Jul 2012 12 26 BST Invoice to SATURN LTD Buyer_ Administrator Deliver to SATURN LTD Hoe Street Buyer_ Administrator Walthamstow Hoe Street Walthamstow London Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Main Menu Supplier Directory 2 23 Supplier Directory 2 2 3 1 Introduction to the Supplier Directory Overview Supplier Directory allows you to view all suppliers registered on the Procserve Trading Network who are available in your marketplace Note If you can not see Supplier Directory you may not have the required role Please check with your system administrator Supplier Capabilities There are up to seven Supplier Capability icons associated with each supplier depending upon the suppliers current status T
108. e complete click Save Changes My Profile Overview Role s Title Mr First name Buyer_ Last name Administrator User Name buyer_administrator strn011 Sorry you can t edit this Email address buyer administrator procserve com Confirm Email address buyer administrator procserve com Organisation SATURN LTD Sorry you can t edit this Default address Hoe Street Walthamstow E17 4SD rl Telephone number 13793793793795 Fax number Preferred language English UK El Job title Administrator Document notifications VI Receive email notifications for new documents cm Note If you wish to cancel your changes click Cancel A Procserve Holdings Limited 2012 CS 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 unloc
109. e help Procserve Holdings Limited 2012 RE PE PE Procserve Holdings Limited 2012 P CS procserve Troubleshooting EI 6 5 Troubleshooting cannot find a supplier in the supplier directory don t understand why I am getting some results in my supplier directory search cannot delete a user I cannot see the private catalogues that am loading in my classification view My shopping cart has contents in it that didn t add cannot find the same products as my colleague have loaded a catalogue and have assigned to a classification view but my users cannot see the items within the marketplace 0 G5 procserve Try changing search term as the organisation may have registered their full name or with a different abbreviation Try searching by the supplier s DUNS Contact the supplier to confirm their details The search does not only run on the supplier name other information the supplier provides such as whether they provide recycled goods is also searched against You will not be able to delete users due to audit requirements however you should disable any user accounts that are no longer required Confirm that the catalogue was imported against your organisation by checking the header in the catalogue builder matches exactly the organisation in the portal Confirm that the catalogue management system export was successful Contact Procserve helpdesk to ensure the correct assigned buyer
110. eeeseseaeeeeeseeeseeeseeeseeeseaneeeeees 110 Working with Shopping Lists ee eeeeeeeeeeeeaeeeeeseeeeeeeseeeeeeeseeeeeeeees 113 Double Punch out Sites sn ddan echoed ccnedecdveccuees condentucncdueed exe 116 Catalogue Management 118 Catalogue Management Introduction ss 118 Accessing Catalogue Management ssssssnereeennsenenees 119 Single Buyer Catalogue Initial Load ss 120 OVEIVIEW da tree i eae etd a ae i ei es 120 Importing the Catalogue aAa E es LA A ea A Ee 121 Configuring Catalogue Workflow sise 126 Validating your Catalogue enr healer dare ve ve ced law neon E en iar ue 130 Approving your Catalogue ninaman ited abet etal Benoa nm ee aes 131 Exporting your Catalogue 21 588 see ceases tas A Pa dees SUE iy E A A A E a NE ne 132 Single Buyer Catalogue Updates nnneneennnenneennennenes 133 OVEIVIEW are dentate iets le See ie ee eh ele ee as 133 Importing the Updated Catalogue siens 134 Approving your Catalog e s ninna n asad veri ev tn en rent denied 137 Exporting your Catalogue indie ee ESE e wi irre hin inant itt meer ann era Ain ETNE EA 138 Multi Buyer Catalogue Load and Configure Initial Catalogue Load 139 OVOIMIOW er mme net en een nn Rene dla net net TN eens tree Importing your Catalogue BMECat File Creating the Additional Files for Secondary Buying Organisations
111. elcome 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 eesessssssssese Login Forgotten your password Forgotten your User Name Unlock Account Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Getting Started 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 Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory ProcServe Main Menu Home Welcome Welcome to OTI
112. ement 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 Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption 2 3 2 Managing your Supplier Adoption 2 3 2 1 Overview of Supplier Registration Overview This section describes how you can add new suppliers to the Procserve Trading Network By loading a suppliers details they will automatically be added as a basic supplier This section looks at both the loading process and the tools to progress supplier registration Supplier Registr
113. eminder via email that the RFQ is coming to an end You can define how many days before the RFQ closes you would like to receive this email from the drop down 7 When satisfied with the terms of the RFQ click Next Step 8 You then need to search and select some suppliers to submit the RFQ too You can select search for a supplier using the Find available suppliers search engine Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Main Menu Creating a Request for Quote Step 3 Choose suppliers Find available suppliers Your chosen suppliers 0 Use category search These suppliers will be sent this RFQ 3 suppliers found T MD err60 Categories Travel LONDON E17 4SD Add this supplier DEMO NAZ STORES LTD Aa maT 4 Categories Defence LONDON E14 6AH Add this supplier 9 Or you can use the category search to identify suppliers who provide the commodity you are interested in from the regions you require Step 3 Choose suppliers Find available suppliers Your chosen suppliers 0 These suppliers will be sent this RFQ 10 From within here you can search for categories and locations or drill through the hierarchy until you reach the desired commodity location Step 3 Choose suppliers Find available suppliers Use supplier search Please select a category and a location below to start the supplier search Categories
114. emporary Password is bBy7Bn P Using this and your User Name you can now log in to the eMarketplace at It is recommended that instead of typing the Password try copying and pasting it into the login screen using the following steps 1 Highlight the Password making sure there are no spaces at the beginning or the end 2_ Right click and select Canv 5 Copy and paste the URL from the email into your browser 6 At log in screen copy and paste username and password and click on Login button 7 You will be asked to change your temporary password to something that you will be able to remember 8 Also you need to provide a memorable word so if you locked your account you will be asked to provide the memorable word to unlock your account A Procserve Holdings Limited 2012 G Y procserve Procserve Commerce Hub Administration Managing your Users 2 3 3 3 Editing an Existing User Overview You can edit the basic details of a user in User Management To edit a user 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 User Management and then the link of the user you wish to add to an organisation Hello Nasir You last logged in today 14 August MyProfile
115. ent to you via email The next time you log in you will have to change it from the system generated password A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Getting Started Retrieving a Lost Username 2 13 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 buy ers procserveonline com otis 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 P CS 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
116. erials HazMat buying larger quantities of this item Price Break Price Breaks occur when you receive a discount for Required Associated Item s B A Required Associated Item s is an item which MUST be purchased if the original item is purchased to shopping basket Optional Associated Item s m Optional Associated Item s are not automatically added Procserve Holdings Limited 2012 CS procserve Working w ith Favourites no 3 9 Working with Favourites Overview This section describes how to work with your favourite items Your Favourite items are available as a list on your Home page You use favourites to add items you order frequently Adding to Favourites The following steps describe how you add and work with favourites 1 You can add to your favourites whenever you see this icon 2 The Home Page Favourites List Favourites are shown on the landing page of the Procserve Catalogue System Home page Catalogue search Shopping Basket 0 Shopping lists a aa sn E Ho messages You have not yet defined any items as favorites The Home Page will always display You have not yet defined any items as your favourites until an item is added Home page Catalogue search Shopping Basket EXD Shopping lists Ho messages g MITRE MESH PANNELLED BALL SACK BLACK 13 95 El TF Bulk PK Pencils HB 14 99 El Map Marketing World Political Laminated Map BEX 17 95 El Computer
117. ers Toggle all With the selected send them a reminder email Browse invited suppliers P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption You can search all the suppliers you have added and have not yet registered You can also remind selected suppliers to complete registration Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management Supplier Registration Search suppliers Go Browse invited suppliers 5 Top targeted suppliers 1 Now enhanced suppliers 6 Invite a new supplier Someran Jouns Conas aoaie neuves acto COMPAY LTD 458973823 A Company nasir ahmed58 procserve org 01 Aug 2012 mo Edit P M QUICKLTD 846911951 Nas Ahmed nasir ahmed7 procserve org 15 May 2012 Bo Edit P M amp Nasir 230481053 Nasir Ahmed nasir ahmed21 procserve com 29 Nov 2011 g0 Edit SCIMITAR DIVING LTD 233878078 Nasir Ahmed nasir ahmed3 procserve org 21 Nov 2011 Mo Edit M amp SCIMITAR CAPITAL LTD 211778393 Nasir Ahmed nasir ahmed2 procserve org 21 Nov 2011 mo Edit Showing 1 5 of 5 suppliers
118. ers Association The Bundesverband Materialwirtschaft Einkauf und Logistik The Federal Association for Material Management Purchasing and Logistics based in Frankfurt Germany BME Re Procserve Catalogue Builder amp Procserve Catalogue Manager BMEcat data format is a widely used international standard for the exchange of product data catalogues between Supplier and purchasing Organisations This standard is BMEcat used by the Procserve Trading Network for the creation and exchange of Catalogue data within the Procserve Catalogue Builder Procserve Catalogue Manager and Procserve Catalogue Search Web http omecat de The user interface to the Procserve Trading Network is Browser through your standard Web browser example Microsoft Internet Explorer or Netscape Navigator Procserve Holdings Limited 2012 CS procserve Procserve Holdings Limited 2012 Glossary 194 Buyer Catalogue Re Procserve Catalogue Manager Catalogue Context Re Procserve Catalogue Manager Catalogue Edition Re Procserve Catalogue Manager Catalogue Status Re Procserve Catalogue Manager Catalogue Version Re Procserve Catalogue Manager Check Data re Procserve Catalogue Builder Class Code See also Assortment Catalogue A Catalogue created from a Multiple Buyer or source Catalogue for a single Buyer The Catalogue may contain all or any assortment of items derived from the Multiple Buyer Catalogue and may be e
119. ffice Solutions G Operational Goods and Services G County of Warwickshire G County of West Sussex G County of Wiltshire G County of Worcestershire G District of East Riding of Yorkshire G District of Rutland G District of Telford and Wrekin G District of Wokingham G Personnel Related G Print and Print Management Professional Services CCL 5 Professional Services Other G Gateshead G Social Care re i OTa j Isles of Scilly G North East Lincolnshire G North Lincolnshire G North Somerset Uncategorised Waste Management Welfare to Work Step 4 Confirm details You should be then presented with the suppliers that you have selected in your chosen suppliers list Step 3 Choose suppliers Find available suppliers Your chosen suppliers 2 Use category search These suppliers will be sent this RFQ se 1 suppliers found NAZ4TECH LTD i Categories Travel DEMO NAZ STORES LTD LONDON E17 8JQ Categories Defence LONDON E14 6AH Remove this supplier Add this supplier j oe Oz ree Categories Travel Showing 1 1 of 1 suppliers LONDON E17 4SD Remove this supplier Next step Step 4 Confirm details Tip You can remove a supplier from the targeted suppliers list by clicking Remove this supplier Tenet Mapping Ltd a e Categories Horsham RH12 5UX Re
120. file for the new buyer Resolution Load a price file for the new buyer and click Validate to clear the errors This will move the task onto Release the Catalogue and continue following the process in the normal way until its reached Update Expected again Procserve Holdings Limited 2012 CS procserve 1 6 6 Glossary The glossary provides a list of terms and definitions used in the system AID Re Procserve catalogue Search Article ID The item number A list of business rules defining what happens to either a requisition or purchase order after it is submitted by a user Approval Plans contain approval criteria and notification controls Approval Plan re P2P See also Buyer Catalogue A Catalogue created from a Multiple Buyer or source Catalogue for a single Buyer The Catalogue may contain all or any assortment of items derived from the Multiple Buyer Catalogue and may be enhanced with Buyer specific data When the contents of an Assortment Catalogue is defined the item data is not copied but referenced to the original source Catalogue Assortment catalogue re Procserve Catalogue Manager A list of all actions that occur during the processing of a requisition or purchase order that Procserve Purchase to Pay Audit Trail re P2P records and automatically time and date stamps which is visible to all the parties who have permission to view the order BASDA Business Application Software Develop
121. ge Submit winning quote Step 1 Check purchase order items Item ID Description Quantity Unit Price Tax rate Tax amount Total price Pens Pens 200 Each VAT 20 168 00 Totals 168 00 Next step Step 2 Confirm delivery and invoicing details Step 3 Add payment details Step 4 Confirm details and send requisition Closing an RFQ with no winners 1 Locate the RFQ within My Transactions 2 Scroll to the footer of the RFQ and click Complete with no winners Reissue this RFQ Complete with no winners Forward Save as PDF Save as a cXML file 3 Give a reason why you closed the RFQ with no winners and click Complete this RFQ P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Main Menu Creating a Request for Quote Complete with no winner Please enter a reason for not choosing any of the quotes received against this RFQ You reason will be recorded for future reference in this RFQs document history All quotes above target price Complete this RFQ You should be presented with a success message Withdrawing an RFQ 1 Locate the RFQ within My Transactions 2 Scroll to the footer of the RFQ and click Withdraw this RFQ Add a supplier Reissue this RFQ Withdraw this RFQ Forward Save as PDF Save as a cXML file 3 Giv
122. h 3 2 How to Search Overview How To Search This section shows you the various ways to use the search functionality Locating the catalogue search feature The following steps describe how you locate and use the catalogue search feature to create a requisition from a catalogue 1 Punch out from your P2P in to the Marketplace 2 The catalogue is opened in a new window From here you can complete a simple keyword search in the search field P roc S e rve Logged in as damo PAC h Administr ation Be Log off Currency Ej Ki Home page Catalogue search SITU E LCL 0 Shopping lists Product classes amp w Search cal Advanced search Feature search UNSPSc 8 1201 Q Search tolerant C Standard assortment 3 Using the Search Features to find your items Click the catalogue search tab Home page Catalogue search T EELE 0 Shopping lists oduct classes amp Search a Advanced search Feature search UNSPSC 8 1201 ES EEE PEER RER US Seis a Q Search olera Search Search for the items you want using a simple advanced or feature search Select your preferred search mode exact tolerant or similar Navigation Select a catalog or a classification system and click through to the lowest level of the directory tree If you are in the product class context you can also search for classification groups The following list describes ways you can search Product Yo
123. has been set Some organisations will have requested to have shopping carts saved if the user closes the session without checking out therefore if you did this last time that will be why items are in the cart The solution supports what are known as classification views which control what content can be seen by different users which would explain why you cant see what someone else can if you have different views assigned The item will be searchable using the UNSPSC structure however you will need to wait for the search indexto run for your users to find the item using the standard search feature Procserve Holdings Limited 2012 Troubleshooting se If you are searching for an item with a eg 26 6 Staples the is ignored by the search engine This means that when How can I find a item which has a in you search for 26 6 staples the search engine searches for the description 26 6 staples which means that 26 6 staples are not found To overcome this use the search term 2676 staples as the denotes any one character Symptoms If you have asked the Service Desk to add additional buyers to a multi buyer catalogue that has already reached Update Expected the Catalogue may go to Supplier Review Please solve all errors and all the items marked will be marked as Errors wish to add additional buyers to an Cause This is an expected system state as the existing catalogue Catalogue will be waiting for a price
124. he items catalogue To approve the items in the catalogue the buying organisation will need to approve them in Catalogue Explorer 1 Select Catalogue Explorer from the Links Menu tem search Comparison New Massedting G2 gt Delete Standard ys ADDO Pace ot 2 items of 12 selected Le E tem number Short description Manufacturer Manufacturer s item no Lead time Release status e 7 56486301 1 1 Not checked facturing and Proces z Not checked ufacturing a 90 Travel and Food and Lodging and Er 2 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 at the top of the page The item is now marked for rejection Note If any items are rejected the Supplier should be advised accordingly Approve Items yer BD pase ot 2 items of 13 selected ba UNSPSC 8 1201 LM tem number Short description Manufacturer Manufacturer s item no EAN Lead time Release status Hi Not checked ufacturing and Proces v d Food and Lodging and Er Not checked
125. he keyw ord search to find items f you know the manufacturer s number use this as a starting point Try to be more specific when putting in search terms if you want to look for A4 paper then do not search for paper as this term is too w ide If you have a catalogue number then use this as a search term f you w ant to search for a product from a particular supplier then use the advanced search functionality f you see a result that looks as if it shouldn t have been returned look at the item in detail as the search term will be in one of the other fields Use the slider bar to vary the way the system searches across the searchable fields f you have a word that is made of two separate words e g earplugs break it dow n into individual w ords e g ear plugs Searched words can appear in any order within any of the searchable fields f you know a product in a particular way e g packing tape and you get no results when searching try searching for variations e g parcel tape f you have problems finding supplier catalogues or products and have exhausted all other tips and hints please call or email the Procserve service desk Do not try to search for words such as a an and are as at be but by for if in into is it no not of on or such that their the then there these they this to was will with etc as they will be excluded from the search f you need further help or guidance please use the onlin
126. he lead buyers price list Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Catalogue Update Process Overview 4 6 Multi Buyer Catalogue Catalogue Update Process 4 6 1 Overview Overview This section describes the process of updating a Multi Buyer catalogue Procserve Holdings Limited 2012 c8 procserve Procserve Holdings Limited 2012 Multi Buyer Catalogue Catalogue Update Process Importing the Updated Catalogue 4 6 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 by clicking on either the name or the status of the catalogue The actions that can be completed at this stage will be available Catalogue Manager Windows Internet Explorer EEX G Jo lt https cm procserveanlne com PCM main lo By R r x ME coc Pi File Edt View Favorites Tools Help x Google x A Search More gt gt D Signin i Favorites oly Harlem Renaissance House 3 Best of the Web Channel Guide Jj Free Hotmail Internet Explorer News Internet Start 4 Quick Search exe lif Toggle Images exe 5 y Catalogue Manager fn Gl 1 dm Pager Safety Toos Administration in Saturn Admin Admin Saturn Loa off
127. hese capabilities reflect the supplier registration status their system integration capabilities multi buyer status and environmental certification The seven Supplier Capability icons are as follows OR FFS D Supplier has been pre registered but have yet to complete the registration process They are able to receive PO via email but do not have access to the Procserve Commerce Network Supplier has completed registration and has full access to the Procserve Commerce Network A supplier that currently delivers one or more catalogues to one or more buyers A supplier that has submitted at least one quote to an RFQ A supplier that has submitted one or more electronic invoices to one or more buyers A supplier who is back end integrated using the Procserve Commerce Network Environmentally Certified P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Main Menu Supplier Directory 2 2 3 2 Viewing Suppliers my Organisation has traded with Overview Suppliers my Organisation has traded with shows all the organisations that you have sent an order or a Request for Quote to or have received an Invoice Quote or Credit Note from Using Supplier my Organisation has traded with 1 Click on the Main Menu tab within Procserve Commerce Hub Hello Buyer_ You last logged in yesterday 25 July Administration Raise a Free Text Order Feedback My Profile Logout ProcServe Main
128. hing and both show these results onscreen or download them in a Microsoft Excel The searchable fields currently available include 1 Document ID 2 Supplier Name 3 Date From and To 4 Document Type 5 Event Type Any combination of these filters details can be selected to enhance and restrict the search results Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Main Menu Document Tracker 2 2 4 2 Using Document Tracker To view the Document Tracker 1 From Main Menu click on My Transactions Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout Main Menu Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe 2 Click on Document Tracking Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe MEME Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory My Transactions Document Management My Organisation s Documents Document Tracking Document ID Supplier Name Date From Date To Event Received by ProcServe z Type ca pra Search Results 541 Supplier name NAZLTD Purchase Order 1584 06 Aug 2012 09 10 BST Purchase Order forwarded to supplier NAZ4TECH LTD Request For Quotation 1575
129. ices Limited All rights in BuyerConnect are owned by ProcServe Holdings Limited Printed October 2012 Software Version 4 7 0 User Guide Contents l Table of Contents Part 1 About this Guide 2 pa n eiiaoe lI iTo p A O E A A A E E T dund en gosses c nets 2 Part2 Procserve Commerce Network 4 2 1 Procserve Commerce Hub Getting Started ses 4 Logging on to Procserve Commerce Hub iii 4 Retrieving a Lost Passw ord Retrieving a Lost Username Navigating Around Procserve Commerce Hub sise 10 My Profiles A SSSR rm ne ASE SAM AIO eis Mer en Se ee N E aa 12 Editing My Profile ya gscaseetvet unes range nn da et Aid eed ahi pee ahi A i ee 14 Unlocking Your ACCOUNT re eee ee ced E hal Gav nari en ee nl ee ein 16 Changing My PaSswiord jsccsaiceni ei naan ere eed ment a An en ieee ara whee 18 Giving Feedback on Procserve Commerce Hub iii 19 2 2 Procserve Commerce Hub Main Menu is 20 OVGIVIOW tre merite ane ant ee A eta et el eA tt eed 20 Creating a REQUEST TOM QUOTE issen airnet aenea D Eara sans an arsts tes araon AE ES aan ani nn Re anus de def un etat del age den 21 Introduction to RQ 252 nn e nn a ER Ne ie eee ee cages 21 Raising a Request Tor QUOTE 21ccc52 csce deeeerscencecgusussaiesscntenaeinendieptecsnausvandentadsenedesacegmensdeabesdeaneaaisinzensaiies 22 FREQ TOMmplates evista Sa ne faces DE tft tan nre ten der nn de a tan Manatees 28 RFQ Saving asa Draf tessa 2eme a a a
130. 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 Procserve 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 CS 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 W
131. in the source field Ga Catalogue import Unknown catalogue Catalogue file Progress File transfer Hote Select the catalogue file you want to transfer here and confirm by clicking on Transfer 4 Click the Transfer button in the top left Note You need to use the BMECat file xml and not the Excel xis file to load the catalogue Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File Transfer Catalogue file Source C Documents and Settings LONAN1 My Documents 2011 Consulting Testing 4 3 TES Progress File transfer Hote Select the catalogue file you want to transfer here and confirm 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 Ef Catalogue analysis 100 a EST The catalog data are not complete Please open Catalogue Analysis to add the missing data R Technical validations Content validations Import preparations Catalogue import Note 6 Verify the details in the Catalogue Analysis pop up window P Procserve Holdings Limited 2012 CS procserve Importing your Catalogue BMECat File Catalogue analysis Windows Internet Explorer procserveonline com PCM Delete Cancel Continue analysis Catalogue recipient buyer
132. ions Catalogue import Note 5 The Summary page is displayed 6 Once the import has successfully completed the confirmation screen is displayed A Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Catalogue Update Process Importing the Updated Catalogue Catalogue analysis 100 TE Time 0 01 x Technical validations 8 Entries Time 0 01 y Content validations 100 Time 0 03 Import preparations 100 Time 0 00 xy Catalogue import 100 Time 0 05 The import has been successfully completed Please go to the 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 ProcServe Gereral information on validation report for 02 Sep 2011 14 9635 PServe 4 Test Supoter Z2Bar 43 tas Boyer Test z7ut4 _P 49_239 z7ut_PS43_333_1 8 Buyer Review Once a supplier has performed the upload they will release the catalogue to Buyer Review The Procserve Catalogue Manager System will automatically email the users listed in the Buyer Review section of this catalogues workflow so the next stage of the process can be completed 9 Once the Buyer has Validated
133. ive email notifications for new documents 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 P CS procserve Procserve Commerce Hub Getting Started My Profile Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe Main Menu My Profile k Mr Buyer_ Administrator Buyer administrator Buyer Administrator users are have the ability to manage their organisations and users P Procserve Holdings Limited 2012 CS 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 f MyProfile f Feedback Logout Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe Main Menu Home Welcome Welcome to OTIS the latest generation of online procurement tools designed to simplify the procurement process and enabling rapid be
134. k 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 as Page ott 2 items of 13 selected tem number Short description Manufacturer Manufacturer s item no EAN Lead time Release status F 564863008 1 1 G90 Travel and Food and Lodging and Er 1 1 1 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 via 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 P Procserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Initial Load Exporting your Catalogue 4 3 6 Exporting your Catalogue You
135. k 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 https 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 spaces 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 L E 4 Enter the memorable word You hint will be displayed in the instructions window Procserve Holdings Limited 2012 0 G5 Procserve Procserve Commerce Hub Getting Started 17 Unlocking your Account ProcServe
136. l Web http codingit co uk Open Catalogue Interface Used by SAP EBP applications to communicate with external Catalogue systems eg Procserve Catalogue Search Office of Government Commerce The Office of Government Commerce is an independent office of the Treasury and works with public sector Organisations to help them improve their efficiency gain better value for money from their commercial activities and deliver improved success from programmes and projects Web http www ogc qov uk Buying Solutions is the trading arm of the Office of Government Commerce which is itself an office of HM Treasury It provides public sector procurement professionals with a route to the products and services they need to maximise procurement efficiency and value for money Its contracts and framework agreements offer substantial savings through significant buying power economies of scale Procserve Holdings Limited 2012 and strategic partnerships Rigorous tendering and evaluation processes ensure that products and services are checked for quality price competitiveness fitness for purpose and compliance with statutory requirements These products and services are available through Buying Solutions framework agreements managed services and other procurement arrangements More details are available on the website http online ogcbuyingsolutions gov uk Official Journal of the European Union Online Procurement for Education Need
137. l Organisations Buyer Review and Confirm FL Export Profile a Procserve Holdings Limited 2012 KN x K a x lak Jar ae ma CE gi N D c procserve Catalogue Import Matri gue TR x 487 E SRE 3 Procserve Holdings Limited 2012 G Y procserve 6 4 Quick Tips Logging in to the portal e Supplier directory BUYER PORTAL Supplier management Opening the BMECat file BMECat file loading Removing catalogues e Exporting your catalogue profile single and multibuyer catalogues CATALOGUE Loading catalogue with images Procserve Holdings Limited 2012 Quick Tips 188 The passw ord in case sensitive Your account will be locked if you enter your passw ord incorrectly 3 times You can click the email field to send an email to us if you have a local mail program installed for example Outlook Click the dow nload as vCard link to dow nload the supplier details as a vCard When you click the link a prompt will appear You can save the vCard to your computer and import it onto your mail program later The Top Targeted suppliers tab provides quick access to your most used Suppliers Clicking the blue flag q w ill add the Supplier to the Top Targeted suppliers list From here you can ensure that you focus your supplier adoption strategy on the suppliers that are more important to your organisation Excel Macros If you have got macros turned off in Excel a
138. le of a catalogue If you w ant to export a catalogue on a specific date then this must be entered in the export schedule For catalogue updates Only If a time is entered in the export Profile the catalogue will export at the specified time automatically once it has been approved by the buyer The export schedule is used for the initial catalogue export The initial catalogue export should be run immediately f you are uploading images you should perform the image upload before the catalogue is exported You can use jpeg png and gif image formats Each individual image needs to be a reasonable size for example under 100kb The catalogue system does not resize images Images are displayed as thumbnails in the Marketplace therefore having large images will only take a while to load on the page The image name and extension must match that in the PCB All images must be zipped before they are uploaded 0 G5 Procserve Catalogue with expiry dates Validation Profiles Process Profiles Basket Comparing items RFQ Searching SHOPPING 0 G5 Procserve The Zip file w hen opened should only display a list of images and nothing else ff you open a Zip file and see another folder in this file the images will not load The catalogue system looks to extract the image files from the zip but will be unable to find them if they are hidden within a folder Items entered with a expiry date will automatically be removed fromthe s
139. le Buyer Catalogue Updates 4 4 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 buyer catalogue section Procserve Holdings Limited 2012 c8 procserve Procserve Holdings Limited 2012 Single Buyer Catalogue Updates Importing the Updated Catalogue 44 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 Catalogue Manager Windows Internet Explorer EEX ET Jo ee https cm procserveonine com PCM main lo m a BS e gt lt SB co Az File Edt View Favorites Tools Help x Google x A Search More gt gt Sign In iy Favorites gg Harlem Renaissance House 3 Best of the Web Channel Guide Jj Free Hotmail Internet Explorer News 4 Internet Start 4 Quick Search exe Ef Toggle Images exe as y Catalogue Manager fn Gl 1 dm Pager Safety Toos Administration dinas Saturn
140. logue by searching for the catalogue name Note Loading Price Files with Price Effective Date and Price Expiry Date When loading Price files which have a Price Effective and Price Expiry Date care should be taken not to load these files with a Price Effective Date which is in the past The main catalogue will load as normal and will not give an error In the Price File example below where it is being loaded on 08 02 2011 fem Number Amount owerbound Price Efoctne Bate Price Expiy Dae tem Dioon oz brun own 7 moi bas few fow n 7 Before loading the Price File the Price Effective Date should be changed to the current date or the date when the Price File will be loaded It is easier to do this if the Price File is sorted in Ascending order on the Price Effective Date Any dates in the past will be shown near the top and can be amended quickly Item ID1001 10 20 1H Jo1 04201 1 30 07 2011 Ex ltem ID1002 535 08 0220 1 30 07 2011 Es Item ID1003 7 50 o8 02 2011 30 07 2011 EA tem ID1004 11 00 Hs 08 02 2011 30 07 2011 A Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Catalogue Update Process Secondary Buying Organisation Loading the Price and Contract Files 170 3 Select the Catalogue from the list of results and select the Data Upload Icon from Links 5 The Data Upload page is displayed 6 Leave the Excel option checked 7 Select the Schema oo you are uploading a price
141. logue to multi buyer or no to return to the header data tab Heiler Software AG Catalog manager Webpage Dialog a https saturn pcm procserveonline com POM Message Changing the catalogue type from Standard supplier catalogue to Supplier catalogue for multiple buyers will have far reaching effects This also deletes all the catalogue specific profiles Before the next import you may have to create new import process and validation profiles The export profile for the previous individual buyer is also deleted Therefore you have to create an assortment catalogue with a corresponding export profile for the previous buyer Changing the catalogue type cannot be undone Are you sure that you want to change the catalogue type Yes No https saturn pem procserveonline com PCM MessageBox jsp amp Internet 5 Save changes Click the save icon in the top left of the pop up window to save the catalogue as multi buyer Tip Changes will not be made to the system until you have saved the new header details 6 The catalogue is now a multi buyer catalogue 7 The status of the catalogue will now revert to Created or Update Expected E Catalogue Overview page 3 12 Catalogue Supplier Buyer Current catalogue edition Current status Links DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST lt Multiple buyers gt Edition of 22 07 2011 Update expected Be es Pox P Procser
142. ment Search users Go Browse Users 7 Add a new user Status User s name Email address User Name Date added Date last updated Super Buyer nasir ahmed13 procserve org superbuyer jptr004 17 Nov 2011 06 Jul 2012 Admin Buyer nasir ahmed12 procserve org adminbuyer jptr004 17 Nov 2011 27 Jun 2012 Basic User nasir ahmed24 procserve org basicuser jptr004 22 May 2012 22 May 2012 DISABLED Basic Buyer nasirahmed14 procserve org basicbuyer jptr004 17 Nov 2011 12 Mar 2012 DISABLED Advance Buyer nasirahmed15 procserve org advancebuyer jptr004 17 Nov 2011 12 Mar 2012 Toni Griffiths toni griffiths1 procserve org tonigriffiths jptr004 21 Nov 2011 24 Nov 2011 DE User001 rob petheram21 procserve org deuser001 jptr004 21 Nov 2011 21 Nov 2011 Showing 1 to 7 of 7 users 4 Go to the Classification View Tab Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub Hello Buyer_ You last logged in today 8 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management User Management Browse Users 6 General Roles J Classification Views Mr Super _Nas Demo Classification View 5 Select the Classification View 6 Click on Apply Cha
143. move this supplier 12 Click Next step at the bottom of the page once you have all the suppliers you require to Procserve Holdings Limited 2012 Aa CS procserve Procserve Commerce Hub Main Menu Creating a Request for Quote target with your RFQ 13 You can then confirm the details of the RFQ edit the content as required and submit to the suppliers selected Step 4 Confirm details Please read over this RFQ and check that the details are correct before submitting it Admin Buyer 123 Buckingham Palace Road London SWIW SSR es Closing date 09 Aug 2012 17 00 BST RE GB358745129 Target delivery date 29 08 2012 This RFQ will be sent to the following suppliers NAZATECH LTD Categories Office Solutions LONDON E17 8JQ Telephone number 442073326162 Email nasir ahmed procserve com Payment Invoice NAZ LTD z Categories Office Solutions e aS ee Demo LONDON E17 4SD Telephone number 442073331623 Special instructions Document history This RFQ has yet to be suommed c procserve Procserve Holdings Limited 2012 D Procserve Commerce Hub Main Menu Creating a Request for Quote 2 2 2 2 1 RFQ Templates Overview This sections shows how you can save your RFQ as template 1 Create a new RFQ and go through all the step 2 At Step 5 before you submit your RFQ to suppliers click on Save as Template This RFQ will be sent to the following suppliers
144. mporting the Catalogue Transfer Catalogue file Source C Documents and Settings LONAN1 My Documents 2011 Consulting Testing 4 3 TES Progress File transfer Hote Select the catalogue file you want to transfer here and confirm 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 rs EA Catalogue analysis 100 aa ee Se UM The catalog data are not complete Please open Catalogue Analysis to add the missing data R Technical validations Content validations Import preparations Catalogue import Hote 6 Verify the details in the catalogue analysis pop up window Procserve Holdings Limited 2012 P CS procserve Importing the Catalogue Catalogue analysis Windows Internet Explorer mn procserveonline com P Delete Cancel Catalogue recipient buyer Buyer name Supplier Supplier name Catalogue Catalogue identifier Catalogue name Catalogue statistics 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 Single Buyer Catalogue Initial Load Done internet
145. n Catalogue Access Management Catalogue Management 2 Click Supplier Registration Hello Buyer_ You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration f Web Services Accounts Catalogue Access Management Catalogue Management From here you will see all suppliers that you have invited and are currently in the registration process 3 Click Invite a new supplier Hello Buyer_ You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management Supplier Registration Search suppliers Go Browse invited suppliers 1 Top targeted suppliers 0 Now enhanced suppliers 1 Supplier name puns Contact details Date invited Activity BLOO LTD 219060915 Naz Ahmed nasir ahmed41 procserve org 17 Jul 2012 Eg0 Edit Showing 1 1 of 1 suppliers Toggle all With the selected send them a reminder email Go NOTE Steps 4 and 5 only apply for the Community Administrator 4 Search for the buying organisation you wish to register the supplier for Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration
146. nd you cannot open this file you will have to turn them on Open Excel Go to Tools Menu bar gt gt Options gt gt Security Tab gt gt Macro Security Button Select Medium security Close Excel When you open the Procserve Catalogue Builder you will need to select enable macros from the prompt You need to use the BMECat file xml and not the Excel xls file to load the catalogue Catalogues cannot be deleted If you w ant to remove the catalogue so its no longer view able use the Export Revoke functionality t is advised that the export of catalogue updates is scheduled for out of business hours as this will prevent the catalogue from disappearing from a user s view The time stated in the export profile determines the time updated catalogue is exported This does not affect the initial catalogue as this is scheduled manually in the export schedule When a catalogue is exported its contents can only be found during Shopping using the UNSPSC tree structure until the search index The search index is scheduled to run 23 00 daily Once this is complete you can use the keyword search to find items Therefore it is recommended automatic export is scheduled to run after hours but before 21 00 just allow enough time for the export to run depending on the size of the catalogue the export time will vary Use 24hr clock 14 00 instead of 2 00 when scheduling a catalogue export A date CANNOT be entered in the export Profi
147. ndary Buying Organisation Loading the Additional Files 4 5 10 Secondary Buying Organisation Loading the Additional Files As asecondary buying organisation you will need to upload the additional files to be able to see and trade using the multi buyer Catalogue 1 Uploading the Additional Files The price file and if required the contract reference delivery charge and icon files must be uploaded by each buying organisation before exporting the catalogue to the Marketplace There are two options Option 1 Where you are operating on behalf of other buying organisations You should access each account as a buyer contract manager for each organisation and upload as directed below Option 2 If you are not operating on behalf of other buying organisations You should send the relevant files to all of your buying organisations and direct them to upload as below 2 Upload the price file in Catalogue Manager Navigate to the catalogue by searching for the catalogue name Note Loading Price Files with Price Effective Date and Price Expiry Date When loading Price files which have a Price Effective and Price Expiry Date care should be taken not to load these files with a Price Effective Date which is in the past The main catalogue will load as normal and will not give an error In the Price File example below where it is being loaded on 08 02 2011 fem Number Amount owerbound Price Efoctne Bate Price Expiy Dae tem Dioon oz
148. nefits 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 Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe My Profile Overview Role s Mr Buyer_ Administrator ly Profile User Name buyer_administrator strn011 Email address nasir ahmed55 procserve org ganisation SATURN LTD Procserve Holdings Limited 2012 n 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 Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe Main Menu My Profile Overview Role s en Title Mr gt First name Buyer_ Last name Administrator User Name buyer_administrator strn011 Sorry you can t edit this Email address buyer administrator procserve com 4 Onc
149. new window will open where you can administer catalogues as shown in the following sections A Procserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Initial Load Overview 4 3 Single Buyer Catalogue Initial Load 4 3 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 4 3 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 Logged S toniariffiths toni Griffiths Toni Log off ProcServe KE a TUE 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 xis file to load the catalogue l Catalogue import Unknown catalogue Catalogue file Source Browse Progress File transfer 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 Aa Procserve Holdings Limited 2012 CS procserve Single Buyer Catalogue Initial Load I
150. nges A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 3 4 2 5 Add Classification View s to Users in the Procserve Catalogue Search System This section is for organisations using a P2P system to purchase items on the Procserve Commerce Network If you are using the Procserve Commerce Hub please see the section Add Classification Views to Users in the Procserve Commerce Hub 1 Login to Procserve Commerce Hub 2 Click on Administration 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 3 Click on Catalogue Access Management Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration f Catalogue Access Management Catalogue Management A new window will open and the Catalogue Home page is displayed Proc S e rve Logged in as 8 robertpetheram proc amp Log off Currency PES Catalogue search SRE O Shopping lists 4 Open Administration Module Click the Administration link as indicated in the above image The Administration module is displayed expand the User area and click on your Organisation name
151. nhanced with Buyer specific data When the contents of a Buyer Catalogue is defined the item data is not copied but referenced to the original Source Catalogue The selection of a Catalogue with which it is intended to work Editions are used so that the history of a Catalogue can be managed coherently A Catalogue always has one current edition in which changes validations and other operations are made and is identified with a name and description There can be multiple versions of each edition Provides information about the process steps that are currently being carried out within the Catalogue Several versions can exist of one Catalogue edition The version number is incremented from within the Catalogue edition and is usually used to record a major revision to the data Catalogue Versions can be created manually and are also created automatically before each import The process of running macros to test and validate Catalogue data in the Procserve Catalogue Builder before the creation of the BME cat file The product classification code associated to an item It is mandatory in Procserve Trading Network catalogues that all items are coded to the UNSPSC A cookie is a small piece of data which is sent from a website to a web browser and stored locally on a users PC The use of cookies enables a Web site to become more interactive with its users The Procserve Trading Network uses session cookies to ensure that a user is recogni
152. nitial Catalogue Load Overview 4 5 Multi Buyer Catalogue Load and Configure Initial Catalogue Load 4 5 1 Overview This section refers to catalogues that are used by more than one organisation To utilise the multi buyer catalogue feature you will need to obtain the catalogue from the supplier From this you can create a price file and if required a contract reference file to be used by any further buying organisations referred to as secondary buying organisations Procserve Holdings Limited 2012 c8 procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File 4 52 Importing your Catalogue BMECat File If the catalogue is new then the multi buyer process can begin with the initial upload of the BMECat file If you are converting an existing private catalogue then please read the next section in this chapter Importing your Catalogue BMECat File After the has been checked and the BMECat file is ready for upload to Procserve you need to use the Catalogue Manager to upload and configure the imported catalogue 1 Navigate Admin Menu gt gt Catalogue Management The Catalogue Manager is displayed 2 Select the Import Analysis Icon Administration tonigriffiths toni Griffiths Toni Loa off ProcServe R TUE Catalogue Overview 3 Import BMECat File In the Import Analysis page click the Browse button or enter a path and file name
153. off ProcServe EE ZE Created Update expected Supplier review Buyer review Productive Replaced x General information on validation report for 22 Jul 2011 17 39 07 Supplier TEST cu Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 lt Rejectcatalog TN Schedule release Procserve Holdings Limited 2012 n CS procserve Single Buyer Catalogue Initial Load Approving your Catalogue 4 3 5 Approving your Catalogue 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 em search Comparison New Massediting G2 Delete G G x a 4S Pace ot 2 items of 13 selected UNSPSC 8 1201 v tem number Short description Manufacturer Manufacturer s item no EAN Lead time Release status History E All items in this catalogue F 48630 1 1 Not checked 8 em ess ae janufacturing and Proces M 4853012 Not e Food and Lodging and Er o 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 chec
154. ogue system The application into which catalogues are imported from P r rch OS ER Catalogue Seat Procserve Catalogue Manager where they are hosted for Procserve Holdings Limited 2012 CS procserve P2P and ERP systems to access ZIP File A file that has been compressed for ease of transmission ZMP Forum Zanzibar Marketplace Forum Procserve Holdings Limited 2012 G Y procserve
155. on Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management Organisation Management Overview System settings eessifcation Views Views Catalogue Sharing SATURN LTD Name Description Demo Classification View Demo Edit Remove Satun Demo Add a new view P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 3 4 2 4 Add Classification View s to Users in the Procserve Commerce Hub This section is for organisations using the Procserve Commerce Hub to purchase items If you are using a P2P system please see the section Add Classification Views to Users in the Catalogue Search System 1 Login to Procserve Commerce Hub 2 Click on Administration Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management Catalogue Access Management Catalogue Management User Management Supplier Registration 3 Click on User Management search and select your user Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management User Manage
156. on Edition of 22 07 2011 be FP aR DEMOCATALOGUE002 1 DEMO Catalogue 2 TEST amp amp Toni Test Buying Edition of 25 07 2011 Release scheduled Da amp Catalogue properties Organisation DEMOCATALOGUE004 1 DEMO Catalogue 4 TEST B Toni Test Buying Edition of 29 07 2011 Update expected BH aEtFPO REx Organisation PEMA ATM ACHENNE 4 DEMA Catalana E TEST amp Toni Test Buying Editing afnoinoinna4 Drine emina DAs mee a v amp https saturn pem procserveonline com PCM main load do Internet Rio 2 Open the header data tab from within the popup Save General settings Header data Catalogue type Standard supplier catalogue oO Supplier catalogue for multiple buyers Languages Supplier TEST Q _ Edition and version Catalogue identifier DEMOCATALOGUE001_1 Security Buyer settings C Public catalogue Premium Content Manager A 3M Buyer 422MC ACPO ASB3D Agresso Unit 4 Anson AnyCorp Avon and Somerset Constabulary Bank of England Toni Test Buying Organisation Close 3 Select the supplier catalogue for multiple buyers option as indicated in the above image Procserve Holdings Limited 2012 n G5 procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Setting the Catalogue to Multi Buyer Read the warnings and make sure you are working on the correct catalogue 4 Click the yes button if you wish to convert the cata
157. oner cart Black Inkost Ltd Hewlett Packard 5316feach 20days nr O Printerbase Ltd 2 CESOSA E Supplies Ltd 2 pilies Ltd 2 Media ttd 1 I Banner Busine E Print Clearly Office Depot Q want to buy some AA batteries from my local supplier Hills Components Limited A You could try putting AA into the search field This however would bring back too many results as the search term entered is too vague You could try adding additional words to the search such as battery but this would also bring back items from suppliers you are not interested in To get a precise return use the advanced search functionality Put the words Hills and AA as shown in the example below making sure each term searches on the correct field Procserve Holdings Limited 2012 0 G5 procserve Examples of Searching Search Advanced search Feature search Supplier Vcomem hils And Q _ Search a Short description contains vi AA All fields v tolerant v LE Al fields tolerant se All fields tolerant v 47 Items found pag 1500 0 90 feach 10 day Qi E 021 4311 AA TO C SIZE BATTERY CONVERTER Hills Components amp AA 800m4 BATTERY Limited 021 4339 AA AAA RECHARGEABLE Hills Components 7 95 pack 1 0 day 1 f BATTERY PACK Limited e
158. opy 43 copier paper MERSEYSIDE PAPER SUPPLIES 1 day 4 75 fream il 475 The following list describes how you use the Shopping Items list page Show Item Details You can click the Short Description for an item to view item details Quantity You can change the quantity for an item Marked Box Check the box for each item you to apply a particular action to for example deletion or add to favourites Save Changes 5 Click this icon to save any changes to your Shopping List Delete Selected Items T Click this icon to delete all selected items A prompt is displayed Click the OK button to delete the selected items Click the Cancel button to cancel the deletion Add Selected Items to Favourites a Click this icon to add all selected items to your Favourites pi Selected Items Shopping 5 Click this icon to add the all items from all marked ar Shopping Lists to your current Shopping Cart Back Icon amp Click the Back icon to return to the Shopping Lists page Changes are not saved P Procserve Holdings Limited 2012 CS procserve Double Punch out Sites 116 3 11 Double Punch out Sites Overview Punch out means you can go to a suppliers eProcurement site shop and bring your items back to your shopping cart Whilst punch out sites can be provided for any Supplier they are commonly used when a standard catalogue may not be appropriate because of the need to personalise or configure a purchase e g a comp
159. ore about ProcServe s Trading Network please visit our website at http www_procserve com solutions and services supplier enablement services html or contact us at info procserve com Thank you The ProcServe Supplier Team Once the email has been sent you will get a success message Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Supplier Adoption Supplier Registration Browse invited suppliers 1 Top targeted suppliers 0 Now enhanced suppliers 1 nasir ahmed41 procserve org A reminder from SATURN LTD We recently invited you join the ProcServe Trading Network notice that you haven t yet registered The ProcServe Trading Network is SATURN LTD s preferred method of sending orders to our suppliers and all our orders will be sent to you via the ProcServe Trading Network We would like you to join the ProcServe Trading Network so you can provide content for our buyers and return elnvoices At the moment we can only send free text orders to SupplierName Transacting online has advantages for both SATURN LTD and SupplierName Removing paper from our transaction processes will save both our organisations money and contribute to a greener environment I m sure you agree that manual paper processes can be time consuming inefficient and a drain on resources To find out more about the ProcServe Trading Network please visit http
160. pdates can be made that are fully validated checked and confirmed before being released multi buyer catalogues can be shared amongst several buying organisations and need to configured slightly differently Gold Suppliers Gold suppliers connect their back office systems directly to the Procserve Trading Network This means they can process and respond to orders electronically in their own applications P Procserve Holdings Limited 2012 CS procserve Catalogue Import Matrix 6 3 Catalogue Import Matrix This provides a list of the activities involved in catalogue import Key to table below Activities M Indicates that the Activity is relevant for the process x Indicates that the Activity is not relevant for the process Who Does What a The Buyer does this Pat The Supplier does this may be automated The following table lists the activities e g Create Procserve Catalogue Builder and processes e g Single Buyer Update involved in catalogue imports and indicates whether the activity is relevant for the process and who carries out the activity Activity Single Multi Single Multi Buyer Delivery Buyer Buyer Buyer Update charges New New Update Create Procserve Catalogue z Import BMECat File Check Validation Issues mal Supplier Admin Review and Approval Create Contract and Price File Set Catalogue to Multi Buyer og Configure Process Profile FEI Setup Validation Rules Release Catalogue Notify al
161. pplier has performed the upload they will release the catalogue to buyer review The Procserw 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 P CS procserve Single B Catal Updat ingle Buyer Catalogue Updates 137 Approving your Catalogue 4 4 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 a A tem search Comparison New Massediing O G Delete Standard Vis DB pace ot 2 items of 13 selected A UNSPSC 8 1201 M moa tem number Short description Manufacturer Manufacturer s tem no EAN Lead time Release status History Unstructured item E All items in this catalogue 7 564862008 gt gt 1 1 m 23 Industrial Manufacturing and Proces 2 1 m G 90 Travel and Food and Lodging and Er 715805 A 3 1 1 K Not checked 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
162. rave Road City Town LONDON County Country Add contact details for this supplier Contact name Email address Order email address Invite this supplier You should then get a success message Procserve Holdings Limited 2012 P CS procserve Managing your Supplier Adoption Supplier Registration Top targeted suppliers 3 Now enhanced suppliers 58 Browse invited suppliers 42 Invite a new supplier The Atlas COMPAY LTD Procserve Commerce Hub Administration Search suppliers Go 213453967 Atlas Man nasirahmed60 procserve org Jupiter Buyer Ltd ias 458973823 A Company nasir ahmed58 procserve org Jupiter Buyer Ltd c8 procserve Edit 07 Aug 2012 01 Aug 2012 Procserve Holdings Limited 2012 Procserve Commerce Hub Administration Managing your Supplier Adoption 2 3 2 3 Reminding Suppliers to Join Overview Once a supplier has been invited to join the Procserve Trading Network you can remind them to complete their registration Sending reminders to suppliers 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 Supplier Registration Hello
163. rivate shopping list New shopping list a Create new shopping list Enter a name and save it using the button in the top right corner Name Stationery Fortnightly stationery order Description The following list describes how you work with the create Shopping List page Name o O Enter a name for the new Shopping List Enter a description for the new Shopping List ISave Icon Click the Save icon to validate and if valid save the new Shopping List There are no items in this new Shopping List You will need to add items to this Shopping List if you wish to use it 6 Working with Shopping List Items When you click on the name link for a Shopping List the contents of the list are displayed Procserve Holdings Limited 2012 CS procserve Working w ith Shopping Lists Private shopping list fortnightly stationery order Item no Short description Supplier Service provider Lead time Price Quantity Amount Fi VRX13485 Rexel Agenda2 Stationery Sorter Charcoal 2101037 Supplies For Schools Ltd 1 day 10413 each 1 1013 WK21718 Gel Pens Red MERSEYSIDE PAPER SUPPLIES 1 day 2 95 pack nil 2 95 WX26040 Ball Pens Black MERSEYSIDE PAPER SUPPLIES 1 day 1 98 pack 4 1 98 012426 30CM WHITE RULERS PACK OF 100 The Consortium for Purchasing and Distribution Ltd 2 days 12 99 pack el 12 99 C20 C20 Erasers MERSEYSIDE PAPER SUPPLIES 1 day 2 25 pack 1 2 25 MYA3 Myc
164. rk 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 e Create requisitions from the catalogues available to you via the ProcServe Trading Network or by using free text ordering e Ensure that all requisitions are forwarded for approval by the appropriate budget holders e Generate purchase orders and other procurement documents and transmit these electronically to suppliers 3 Click on Organisation Management Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Administration Organisation Management f User Management Supplier Registration Catalogue Access Management Catalogue Management 4 Open Classification Views Module Click on the Classification Views link as indicated in the below image Procserve Holdings Limited 2012 P G Y procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub v OTIS Hello justin You last logged intoday 6 May MyPro le Feedback Logout Administration Community Management Organisation Management Use
165. rks across the searchable fields by using the slider bar on the catalogues tab Moving the slider bar will change how the system searches and will affect how many results are returned The slider bar has three settings and these are described below Home page Catalogue search Shopping Basket 0 Shopping lists sn roduct classes amp Search Advanced search Feature search Q Search tolerant J unsPsc 8 1201 Search Search for the items you want using a simple advanced or feature search Select your preferred search mode exact tolerant or similar Navigation Select a catalog or a classification system and click through to the lowest level of the directory tree If you are in the product class context you can also search for classification groups The search details you type in the search field must exactly match what is in the catalogue Tolerant The system will allow for some minor discrepancies including some common spelling mistakes e g recieved will find received Similar The system will use a wider scope and broaden the search based on the Procserve Holdings Limited 2012 0 G5 Procserve Overview of Catalogue Searching information you used in the search field For example if you searched for towel you could return trowel This table below shows what fields are searched and how they are searched based on which slider bar setting is selected Slider Item Short Long
166. rocess They are ProcServe more buyers more buyers able to receive PO via email but no access to ProcServe Commerce Network Commerce Network Procserve Holdings Limited 2012 C8 procserve Procserve Commerce Hub Main Menu Supplier Directory 2 2 3 3 Viewing All Available Suppliers in the Community Overview All available suppliers shows all the organisations that are on the Procserve Trading Network and available in your marketplace Using All available suppliers 1 Click on the Main Menu tab within Procserve Commerce Hub 2 Click on the Supplier Directory tab 3 Click on the All suppliers tab From here you can view the suppliers by their name using the alpha numeric list 1 and search for a supplier 2 Note You can search the Supplier Directory by suppliers name category DUNS number contact details or description Hello Admin You last logged in today 7 August MyProfile Feedback Logout Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe Main Menu Su ppl ier Di rectory Search Suppliers Go Suppliers my Organisation has traded with 12 Suppliers in my community 155 All Suppliers 163 ae AOC RUE CON eT 2 A A Y 3663LD Categories HIGH WYCOMBE HP11 1JU CEE a aea Y ABC Categories LONDON W2 5
167. rocserve 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 26 July MyProfile Feedback Logout Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create anew Request for Quote Supplier Directory ProcServe Main Menu 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 yo
168. rocserve Holdings Limited 2012 CS procserve Additional Information About DUNS ves 6 Additional Information 6 1 About DUNS A DUNS Number is a nine digit code assigned by Dun amp Bradstreet to identify unique business s separate and distinct operations There is no charge to obtain a D amp B DUNS number for your business and it can make it easier for your customers to do business with you You can apply for a unique DUNS number on the Dun amp Bradstreet website at http dbuk dnb com Forms DUNS_Request asp If you do not have one central sales order processing site you will need to obtain a separate DUNS number for each ordering location In this event and to avoid misunderstanding please check with your head office to determine which if any DUNS number may have already been allocated The process for application to Dun amp Bradstreet should take no longer than two weeks You may wish to apply now if your Organisation does not already have a DUNS Number P Procserve Holdings Limited 2012 CS procserve About Procserve Suppliers and Buyers About Procserve Suppliers and Buyers This provides and overview of the supplier and buyer relationship You can view a map that describes how the Procserve Trading Network enables supplier and buyer activities The following image shows the activities for each type of Supplier Procserve Holdings Limited 2012 Supplier Relationship Activity Map The main ac
169. rom the Reports in Catalogue Explorer By changing the drop down option and selecting the reports highlighted in the table below you can run each report to generate the data for the Price File Note Only two reports are required Price List Detailed and Order Information Note You will have to select all the items within Catalogue Explorer for the Excel button to appear so you can run the download Column within Report Price file template column name A Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Creating the Additional Files for Secondary Buying Organisations Price List Detailed Order Information Minimum Order Quantity Valid From Price Effective Date Price List Detailed Valid To Price Expiry Date Contract Reference File from the Procserve Catalogue Builder If you use the contract reference field in the Procserve Catalogue Builder you will need to create a contract reference file The below table shows you which columns in the Procserve Catalogue Builder relate to the contract reference File columns You need to copy the contract reference data from the original Procserve Catalogue Builder into the contract reference template file Note You cannot retrieve this data from the Catalogue System PCB column name Contract ref file template column name Supplier Item ID tem Number Contract Reference Contract Reference Delivery Charge File from the Proc
170. rs invite suppliers to join the Procserve network by providing basic details such as a contact name and email address These basic details will be loaded into our system Supplier Receive Invitation emails Three emails are sent to the Supplier o welcome email containing basic instructions and a link to the Registration Portal o An email containing your User ID for the Registration Portal o An email containing your Password for the Registration Portal Supplier Registration Portal As a basic supplier you can only receive orders as PDF attachments to emails from your clients You can continue receiving your orders by email or you can go to the Registration Portal and register as a bronze enhanced Supplier Bronze Suppliers An bronze supplier can receive orders from buyers through the Procserve Supplier Portal Buyers will create requisitions that when authorised are sent as orders to the supplier Suppliers can receive orders and subject to validation and other checks can create invoices and credit notes automatically at the Supplier Portal Suppliers can also access reports MIS about the documents and other work flow items Silver Suppliers Suppliers and buyers can work together to upload and make available catalogues that buyers can shop from and add items to requisitions There is an initial phase of uploading validating configuring and releasing catalogues including setting up authorisations Once a catalogue is in use then u
171. s An eProcurement Marketplace solution designed specifically for schools Purchase to Pay or Procure to Pay The procurement application used to connect to Procserve Catalogue Search The P2P used within the Procserve Trading Network environment is Procserve P2P PA Consulting PA Consulting Group is a leading PA Consulting management systems and technology consulting firm Web http www paconsulting com A method of searching catalogues that enables the user to define values for certain Catalogue fields Procserve Catalogue Search returns a list of items that match the search criteria Parametric Search Adobe Portable Document Format A format that allows the conversion of virtually any document in virtually any application to be universally distributed read and stored Where a Supplier provides a Catalogue to a single buying Private Catalogue Organisation under contract or agreement with that buying Organisation The entire management process from import to release of Process Profile Re Procserve data Standard processes distribute tasks to responsible Catalogue Manager users and can automatically start operations like Catalogue exports In some buying Organisations credit or charge cards which Procurement Cards are used for purchasing supplies Also known as Purchasing Cards or GPC s Procserve Holdings Limited 2012 CS procserve The PCB is a Microsoft Excel spreadsheet used to contain data that defines ca
172. s note will be recorded along with your User Name and the time and date in a system log for auditing purposes Enable account Enabling this account will allow this user to access the system again 7 When complete click Save at the footer of the page Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Administration Managing your Users Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management User Management Browse Users 6 General Roles Classification Views Mr Super _Nas Status Enabled User Name super_nas strn011 Email address nasir ahmed18 procserve org A Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Administering Procserve Commerce Hub 2 34 Administering Procserve Commerce Hub 2 3 4 1 Managing my Organisation 2 3 4 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 Catalogue
173. s of users Note Only authorised employees can create and change these lists Private Shopping List These are shopping lists you create for your own use Note Only you can create and change these lists 4 Working with Shopping Lists The following list describes how you work with shopping lists Open Shopping List m You can click the Name link for a Shopping List to P Procserve Holdings Limited 2012 CS procserve Working w ith Shopping Lists ma cisplay the items Marking Shopping List You mark an item by checking the relevant Mark box in the right hand column Replace Shopping Cart ER Replace the entire Shopping Cart with all marked with Marked Items Shopping Lists Add Marked Shopping Add the all items from all marked Shopping Lists to Lists to Shopping Cart your current Shopping Cart Delete Marked Shopping B Delete all marked Shopping Lists A prompt is Lists _ displayed Click the OK button to delete the marked Shopping Lists Create Shopping List Create an empty Shopping List for future use 5 Create New Shopping List You can create an empty Shopping List for future use Click this icon La to display these fields Home page Catalogue search Shopping Basket EX AMEE Shopping lists Private shopping lists A Company shopping lists C4 Group shopping lists Private shopping lists No private shopping lists available C My favorites Where you can then enter the Shopping List details P
174. s you to save items so that you can quickly create a requisition at a later date For example if you create a monthly artistic supplies requisition you can save all the items in a Shopping List add to the shopping cart and then review and send the requisition Adding Items to Your Shopping Lists 1 Whilst shopping you can add to your Shopping List by clicking this icon Ez The following list describes how to use this page Create New Shopping List C To create a new Shopping List enter a name and description in the relevant fields The new Shopping List is displayed Add to Shopping List Add the items to the relevant Shopping List The existing Shopping List is displayed with item s added Back Icon a Return to the previous page Changes are not saved 2 Locating your Shopping Lists Click Shopping Lists tab ihopping lists Private shopping lists Q Company shopping lists L Group shopping lists Last modified Name Description Mark _ Private shopping lists J My favorites Aug 5 2011 Order fortnightly starting 08 08 Aug 5 2011 General computer goods Aug 5 2011 Regularly ordered sporting items 3 About the Shopping List Page The following list describes the Shopping List Company Shopping List These are for use throughout the organisation Note Only catalogue administrators can create edit and delete these lists Group Shopping List These are for use by group
175. sed when they move from page to page within the Marketplace and that any information entered is remembered Unlike normal cookies session cookies are deleted from the users PC when they log out Common Procurement Vocabulary A product classification system derived from the UN Common Procurement Classification and adopted as an EU standard Used for public procurement and public sector reporting and used to drive OJEU Notices Web http www simap eu int 0 G5 procserve Comma Separated Value A flat file format sometimes used for data import or export Commerce eXtensible Mark up Language see also XML A cXML standard defining acceptable formats and content for sending documents by electronic means The individual or combined elements or properties of data Data Key that are used to determine the uniqueness of a Catalogue item Dun and Bradstreet Number DUNS numbers or correctly D U N S Numbers are issued owned and solely maintained by Dun amp Bradstreet Corporation and are used in the main for credit risk management and corporate authentication The DUNS Numbers DUNS Number is a unique nine digit identification sequence which provides unique identifiers of single business entities while linking corporate family structures together When a business is entered into the D amp B business information database each distinct business location that it has is assigned its own DUNS Number European Article Numbering
176. serve Catalogue Builder Note If the main catalogue has 50 items the Delivery Charge File will also need to have 50 lines with the same Delivery Charge Rule This is to ensure the Delivery Rule is visible to the user for all items in the catalogue PCB Source Delivery Charge file template column name Supplier Item ID Item Number Header on the Procserve Catalogue Builder DeliveryChargeRule Delivery Charge File from the Procserve Catalogue System Note If the main catalogue has 50 items the Delivery Charge File will also need to have 50 lines with the same Delivery Charge Rule This is to ensure the Delivery Rule is visible to the user for all items in the catalogue Source Delivery Charge file template column name Item Number from the Price List Detailed Item Number report Procserve Holdings Limited 2012 n G5 procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Creating the Additional Files for Secondary Buying Organisations From an individual item within the catalogue Navigate to Catalogue Explorer gt Select the catalogue gt view any item gt scroll down and Delivery ChargeRule 147 ou can view the DELIVERYCHARGERULE Icons File from the Procserve Catalogue Builder The Icon file only needs completing and loading if the catalogue is utilising Icons PCB Source Supplier Item ID Central Hub ltem Collaborative Content Item Core ltem Envronment Friendly Item
177. serve Commerce Hub Getting Started Retrieving a Lost Passw ord 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 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 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 Forgotten your password Forgotten your User Name emai Account Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Getting Started 7 Retrieving a Lost Passw ord 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 s
178. serve Holdings Limited 2012 Single Buyer Catalogue Initial Load 128 Configuring 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 O O OOOO 5 Ensure that the Automation settings are set as required Click on Automation Settings oo E mai settings Automation settings Release settings Automated import B Automated validation supple Automated vaidation buyer Automated release o Automated update expected za mesem 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 P CS procserve Configuring Catalogue Workflow Single Buyer Catalogue Initial Load E mail settings Automation settings Release settings Release mode New and replace Scheduling As soon as possible iv Time e g 23 00 Create search database Create incrementally EA 6 Click on Save 7 Click on close or click outside of the catalogue 0 G6 Procserve Procserve Holdings Limited 2012 Single Buyer Catalogue Initial Load Validating your Catalogue 4 3 4 Validating your Catalogue
179. ss Management Catalogue Management User Management Browse Users 7 General Roles Classification Views Mr Super Buyer Roe peseritom o oO Buyer administrator Buyer Administrator users are have the ability to manage their organisations and users Enable role een Buyer Super Users are user that have the ability to see all the external documents in their own organisation RFQ s Disable rol y pa Quotes Purchase Orders Invoices Credit Notes etc same rola Eea A buyer contract manager has the ability to invite and manage suppliers Enable role Buyer authoriser A buyer authoriser can approve or reject requisitions Disable role Advanced buyer Advanced buyers have the ability to raise request for quotations Disable role Basic buyer Basic buyers have the ability to raise requisitions by catalogue shopping or free text order Disable role Buyer reporter Buyer reporter have the ability to use reporting features Disable role 5 Enable and disable roles as required by clicking the Enable role or Disable role button as necessary Note There is no need to save any changes but the user will have to re log in for the changes to take effect P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Users 2 3 3 5 Deactivating and Activating a User Overview You can deactivate and activate a user in User
180. stering Existing Classification Views sm Assignment of classification system gA amp UNSPSC 8 1201 D O 10 Live Plant and Animal Material and Accessories and Supplies H oS M 11 Mineral and Textile and Inedible Plant and Animal Materials O 12 Chemicals including Bio Chemicals and Gas Materials H O 13 Resin and Rosin and Rubber and Foam and Film and Elastomeric Materials A P 14 Paper Materials and Products C 00 Paper Materials and Products uncoded 7 10 Paper materials B 11 Paper products Ff M 00 Paper products uncoded H M 15 Printing and writing paper H M 16 Novelty paper 3 M 17 Personal paper products ae 18 Business use papers 8 When complete click the save icon 3 Procserve Holdings Limited 2012 P CS procserve Updating the Search Index vet 5 4 Updating the Search Index Overview This section describes how the search index updates once you have removed or changed a classification linked to a user Removing a View Currently when a Classification is removed from a users view the user will still be able to locate a removed item until the search index is rebuilt over night The Checkout button however will be removed so a user can not request those items Should a catalogue need removing urgently the classification view can be taken away from the user and that catalogue can be re exported using Create Incrementally The function will only work for Private or Multibuyer catalogues P P
181. t an option from the drop down list options vary depending on the type of rule lt Do not evaluate gt v 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 Change the required details and click on save and close the pop up 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 Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Adding Secondary Buying Organisations to Multi Buyer Catalogue 4 5 7 Adding Secondary Buying Organisations to Multi Buyer Catalogue You will need to email call the Service Desk to allow the secondary buying organisations access to the catalogue They will add these buyers to the catalogue Within this email call please include the following information Your organisation name The catalogue name and ID The names of the other buying organisations Once the additional organisations have been added select the catalogue by clicking on it and in the top window click on the Continue Without Import button You will now need to Validate the catalogue at Supplier Review status a Ye uc Supphes revers General information on import report for 02 Sep 2011 14 26 41 PSecve 3 Test Suppter Z2B
182. talogues and Catalogue item data A macro Check Data can be run to check that the data is correctly formed Once data has been checked a BMECat file q v can be generated The BMECat file can then be imported onto the Catalogue Management system Procserve Catalogue Builder PCB Where a Supplier provides a Catalogue for use by multiple Public Catalogue buying Organisations under contract or agreement with Buying Solutions see also Shopping Lists A saved list of regularly Recurring Requisition purchased items A recurring requisition can be used to add items to a requisition instead of searching catalogues Request for purchase which may consist of items from various Suppliers grouped and ready to submit for approval or ordering A requisition is usually converted into a Purchase Order during or after approval Request for Quote Return Material Authorisation The generic term for a returns RMA number issued by a Supplier under which goods are to be returned SAID Re Procserve Catalogue Search Supplier Article ID If a list or page contents extends to over a single page Scrolling display it is possible to scroll vertically or horizontally to read the hidden page content A tool which enables a user to search for items or Search Engine documents based on information that they enter A search engine returns a list of results which meet the search criteria SGML Standard Generalised Mark up Language The term used in
183. ted Items mn Click this item to delete all items that have si their right column boxes checked A prompt is displayed Click the OK button to delete the items Click the Cancel button to cancel the deletion Delete All Items th Click this item to delete all items in the cart Click the OK button to delete the items Click the Cancel button to cancel the deletion Add to Shopping List fE You can add all the checked items to a Shopping List which you can change and re use later Add to Favourites val You can add all the checked items to your Favourites List for future use Checkout F Checkout Click this icon when you are ready to send the requisition The requisition will now be available for the authoriser to import into your back office for approval You may also notice a number of icons next to specific items These are used by suppliers where relevant to enhance specific items The following is a guide to icons you may see on the marketplace Central Hub Item Content from this icon is from Mandated Contracts UK Public Sector Organisations only Collaborative Content Item is part of Collaborative Contract or Framework Agreement Procserve Holdings Limited 2012 0 G5 procserve Working w ith your Shopping Cart Environmentally Friendly Items showing this icon are recyclable bio degradable carbon neutral or otherwise Environmentally Friendly Hazardous ltem Items displaying this icon are Hazardous Mat
184. ted 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 To 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 A Procserve Holdings Limited 2012 G oO procserve Procserve Commerce Hub Main Menu Overview 2 2 Procserve Commerce Hub Main Menu 2 2 1 Overview Main Menu Options Note Dependent on your organisation set up and roles you have been given you may not have access to some of the menu options Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe WET Cum Administration Home My Transactions Catalogue Shopping Raise a Free Text Order Create a new Request for Quote Supplier Directory 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
185. tents The shopping cart contains the items you have selected for your requisition You can continue shopping by clicking the catalogue search tab at any time Procserve Holdings Limited 2012 CS procserve Adding tt t Shopping Cart ing Items to your Shopping Car 107 You can add or remove items from your cart change quantities or cancel the purchase Also note that delivery charge if applicable will be included in the shopping basket tab Exemal cataiogs ALES CCE The table below highlights the additional options available to you when working with the Shopping Cart External Catalogues nu You can punch out to an external catalogue You can click on the Short Description to view a more detailed description of the item Cancel Purchase To cancel the purchase click the Cancel Purchase Save Changes You can make changes to the items in the cart For example change quantities Click the Save Changes icon to save your changes O g icon Delete Selected Items mi Click this item to delete all items that have their right column boxes checked A prompt is displayed Click the OK button to delete the items Click the Cancel button to cancel the deletion Delete All Items Click this item to delete all items in the cart Click the OK button to delete the items Click the Cancel button to cancel the deletion Add to Shopping List B You can add all the checked items to a Shopping List which you can change and re use later
186. the top left of the pop up 10 Exit out of the Data Upload Screen by selecting Close at the bottom of the window or clicking your mouse on the dark area of the page 11 You should now run a validation on the catalogue by selecting Validate Once the Price and Contract Reference files have been loaded and validated the secondary Buying Organisations should notify the lead buying organisation so they can schedule the release of the catalogue Procserve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Changing the buyer in List Properties 4 5 11 Changing the buyer in List Properties Changing the buyer in List Properties in order to download the correct price file 1 Select the catalogue 2 Click on Catalogue Explorer from the Links menu 3 Change the drop down from Standard to Price list Short and click on the icon next to this drop down sad time Price Release status item number Short description EAN Carriage up to 125 Miles Approved Carriage up to 150 Miles Approved Ls Carriage up to 100 Miles 1 Approved 1 1 1 m CARRITS Carriace uo to 175 Miles Aooroved 4 A pop up window will appear in which you can make further settings for the items list presentation 5 Click on the Buyer Drop Down box to change the buyer 6 Click ok to view the other buyers item prices and to download t
187. ting the Additional Files for Secondary Buying Organisations 4 5 3 Creating the Additional Files for Secondary Buying Organisations Each secondary buying organisation that requires access to a multi buyer catalogue will need to load separately additional files These should be created by the lead buying organisations using the Procserve Catalogue Builder that the supplier completed to ensure consistent and complete data Note In some instances the data can be taken from the Procserve Catalogue System and where applicable this has been narrated in the manual The additional files which may be used include Price File Mandatory Contract reference file Optional Delivery charge file Optional Icons file Optional To create the files you need to copy data from the Procserve Catalogue Builder into another spreadsheet For the latest file templates please contact the Procserve service desk The below tables highlight which columns data is copied from and pasted into Price File from the Procserve Catalogue Builder The below table shows you which columns in the Procserve Catalogue Builder relate to the price file Template columns PCB column name Price file template column name Supplier Item ID tem Number Price Effective Date Price Effective Date Price Expiry Date Price Expiry Date Price File from the Procserve Catalogue System The below table shows the data required to create the Price File This can be generated f
188. tion View 175 5 2 Adding a new Classification View Overview This section describes how to create and manage classification views In the marketplace you administer the catalogue content of the classification view where as in Procserve Commerce Hub you administer what classification views an organisation and its user has access too Adding a new Classification View to the marketplace 1 Login to Procserve Commerce Hub 2 Click on Administration 3 Click on Catalogue Access Management Hello Buyer_ You last logged in yesterday 25 July MyProfile Feedback Logout ProcServe Main Menu Administration Organisation Management User Management Supplier Registration Catalogue Access Management Catalogue Management A new window will open and the Catalogue Home page is displayed Proc S 2 rve Logged in as 8 robertpetheram proc amp Log off Currency Fels Catalogue search Shopping Basket O Shopping lists 4 Open Administration Module Click the Administration link as indicated in the above image The Administration module is displayed Administration Log off currency E s Qg Shopping lists Logged in as robertpetheram proc Home page Catalogue search Shopping Basket FX Administration Y Administration 5 amp User ER Catalog views E T Classification views Note You need special permissions to view the Administration module
189. tivities in the Supplier process Supplier s view ProcServe cremea 18 12 2008 Owe Mark Stevenson orema Nick Anderson mended 17 03 08 Amendes oy Nick Anderson Add Basic Supplier details to system Pe P Send Invite Supplier email Receive Invitation by email Basic Supplier Purchase Orders by email Invites Supplier s emailPOs Upgrade to Enhanced Supplier Yes Registration Portal Login to Registration Portal Obtain DUNS if necessary Enter DUNS Enter basic details Accept Terms and Conditions Supplier Portal Login to Supplier Portal Maintain Users Maintain Organisation Maintain Document formats Process Orders Create Invoices Credit Notes etc MIS etc Send Purchase Orders Receive Electronic Invoices Enhanced Supplier Bronze As Basic plus Purchase Orders raise i Invoices Credit Notes MIS etc Sliver Yes Send Cataloque to Buyer for validation and upload Send Catalogue updates to Buyer for validation and upload Purchase from Catalogu Maintain catalogues Enhanced Supplier Silver Create and use Catalogue Gold Yes Full Integration P2P Enhanced Supplier Gold Supplier receives and processes orders in their own system Integrate Suppliers System D G5 Procserve About Procserve Suppliers and Buyers es The following list describes each activity in the above diagram Buyer Invite Supplier s Buye
190. to Search ss Add to Shopping List You can add all the checked items to a Shopping List which you can change and re use later Add to Comparison List You can add all the checked items to a Comparison Add to Favourites You can add all the checked items to your Favourites List for future use Add Selected Item s to Ss Check each item to be added and click the shopping rv cart cart icon Procserve Holdings Limited 2012 CS procserve 3 3 Examples of Searching Here are some common examples of using the search system Examples of Searching Q want to buy a sponge ball but am unsure exactly what type of sponge ball I want A Try putting both words sponge and ball into the search box Putting in just one of the words may make your search too wide Home page Catalogue search urbe cas 0 Shopping lists Search fitter D search Advanced search Feature search Catalogues pa sponge ball 201s Davies Sports Catt 28 East Riding of Yorkshire Standard assortment 77 tems found page Mots OO R supply zone Cat B temno Short description Supplier Manufacturer Image Price Lead time Quantity J a 29389X FOAM SPONGE BALLS 7CM TENNIS YPO Yorkshire Purchasing 0 28 feach On request 1 AtoZ Cat 3 SIZE Organisation The aol i D More selection he depas gurrently contains n images for Suppliers this product
191. ts are as follows Event Filters Event Filter Details Received by Procserve Shows all documents Not Viewed or Downloaded Shows all orders not viewed by the Supplier in the Portal or downloaded RE by either SWS or SP Connect Viewed Downloaded Shows all orders viewed by a Supplier or downloaded by either SWS or SP Connect No corresponding documents Shows all purchase orders that have not been invoiced Has corresponding Shows all purchase orders that have been invoiced documents Error occurred Shows all documents that are currently being investigated due to processing issues Procserve Holdings Limited 2012 G Y procserve Document Tracker Procserve Commerce Hub Main Menu 2 2 4 3 Downloading the transactions to Excel Overview You can download transactions in Document Tracking to Excel for ease of viewing and data manipulation Below is an example of the headings and type of data you can report on My Transactions Document Management My Organisation s Documents Document Tracking Document ID Supplier Name Naz LTD Date From 01 08 2012 Date To 03 08 2012 Event Received by ProcServe Type Any Search Preview Excel Spreadsheet Search Results 55 Supplier name Document Type ID Last updated date Last event NAZATECH LTD Request For Quotation 1575 duplicate 03 Aug
192. u can use the UNSPSC tree to the left of the search page to navigate through Classes the folder structure to a Product Class in order to return the items classified within that Product Class as shown below Note Only UNSPSC codes which you have access to will be displayed Procserve Holdings Limited 2012 n CS procserve How to Search ES 16 Field and court sports equipment E 00 Field and court sports equipment uncoded 15 Field sports equipment E 00 Field sports equipment uncoded A 02 Baseball gloves FJ 03 Baseballs FJ 04 Footballs Search Tab A simple search allows you to locate items by entering keywords in the Search field and clicking the Search button Search Advanced search Feature search football Q Search tolerant Advanced The Advanced Search allows you to search specific fields and with Search conditions Click the Advanced Search tab to display the advanced search fields and build your search rules as shown below Search Advanced search football mitre z Feature The Feature Search allows you to filter items within your Search results that Search meet certain criteria To perform a Feature Search you need to select the Feature Search tab and a Product Class from the left hand pane before selecting from the drop down boxes the features that you wish your items returned to contain as shown below Search Feature search Carriage Free Model Name Unit of Purchase Q
193. u 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 eeeeee Procserve Holdings Limited 2012 D cs Procserve Procserve Commerce Hub Getting Started 11 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
194. uantity 4 Filter on Search Results When you search for a specific item you will then see a filter option on the left hand side where there will be a number of options for you to choose from Options include Procserve Holdings Limited 2012 CS procserve How to Search A breakdown of items per catalogue A breakdown of items per supplier A breakdown of items per Manufacturer A breakdown of items per Lead Time Product Classes Search filter V2 Search Catalogues Pa 7 football Schools Davies Sports Cat 523 SEGRE gt Search for fc Schools Supply Zone Cat 202 SCHSYPOCat 78 Schools NES Arnold Catt 70 Schools AtoZ Catt 58 Schools GLS Education Catt 58 Schools WNW Cat 58 gt More selection Suppliers Davies Sports 523 Supply Zone 202 YPO Yorkshire Purchasing Organisation 78 NES Arnold 70 GLS Educational Supplies 58 AtoZ 58 WIN 58 gt More selection Manufacturer Not specified 1 274 MITRE 12 TALLON 1 Fellowes 1 gt More selection 5000796 5000802 71 1560 160379 If you tick on one of the options in the filter results you will be presented with more item details and further breakdown of information from chosen supplier For more information see The Item Details Page section of this guide 5 Working with the Search Results Procserve Holdings Limited 2012 P CS procserve How
195. uantity Image Further documents O Compare with this column Map Marketing World Political Laminated Map BEX 17 95 feach Supplies For Schools Ltd YMM30001 MAP MARKETING BEX 1 teach 1 0 day Bartholome Executive World Map Laminated map that shows countries clearly defined with political colouring Main cities and towns are clearly marked along with time zone clocks Size 37x59 MM30001 tem Information URL Comparing Items Map Marketing Giant World Political Laminated Map GWLD 30 59 each Supplies For Schools Ltd VMMO5271 Fi Compare with this column MAP MARKETING GALD 1 each 1 0 day Giant world political map featuring countries clearly defined with political colouring Main cities and towns clearly marked Time zone clocks country flags and statistics Size 830 x 1200mm Scale 1 34 000 000 520 miles 1 inch Laminated MM05271 1 tem Information URL ip If you want to compare items on several different pages of the comparison list you must click on leve to the next page otherwise your selection will be lost The comparison list will be retained if you close the window with ES or if you use the search function to create a new item list 4 Using the Compare Items List Compare with This Column Check Box Check this box to highlight differences between this item and all other items Procserve Holdings Limited 2012 D G5 Procserve la Short description
196. used for product UPC marking Five versions of UPC exist See also EAN An online database for UPC codes exists at http www upcdatabase com Uniform resource Locator An internet address United States Dollar Currency A specific validation test for testing the quality of data Validation Rule Re Procserve Validation Rules are grouped together to form Validation Catalogue Manager Profiles which can be associated with a Catalogue or Organisation Extensible Mark up Language see also cXML A type of web page that allows large amounts of data to be shipped XML across the internet in a compact format while retaining the information in distinct fields that can be used for integration with a database The Zanzibar Managed Service is the UK public sector eProcurement managed service delivered by Procserve It is available under a framework agreement to all English Wales and Northern Irish public sector Organisations Zanzibar is a web based purchase to pay P2P and electronic Marketplace solution It provides a common hosted platform for ePurchasing and elnvoicing Zanzibar Managed Service The Procserve Trading Network Catalogue Content Management System The application into which the BMEcat file is imported for the creation management and approval of Supplier catalogues Catalogues are exported from Procserve Catalogue Manager to Procserve Catalogue Search Procserve Catalogue Manager Procserve Trading Network catal
197. user is on long leave a If you are disabling this account please add a note detailing why This note will be recorded along with your User Name and the time and date in a system log for auditing purposes 5 When complete click Save at the footer of the page P Procserve Holdings Limited 2012 CS procserve Procserve Commerce Hub Administration Managing your Users Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management User Management Browse Users 6 General Roles Classification Views Mr Super _Nas Status Disabled super_nas strn011 6 To Enable a user Tick the box to amend to the require status Note You will have to provide comments in the box to state why this action has been taken for audit purposes Hello Admin You last logged in today 7 August MyProfile Feedback Logout ProcServe Administration Organisation Management User Management Supplier Registration Web Services Accounts Catalogue Access Management Catalogue Management User Management Browse Users 6 General Roles Classification Views Mr Super _Nas Status a The user has returned to duty If you are enabling this account please add a note detailing why Thi
198. uter could be customised by adding extra memory or a larger hard disk Locate and Open the Shopping Cart The following steps describe how you punch out to an external Supplier site from the Procserve Marketplace 1 Click the Shopping Cart tab 2 The Shopping Cart is displayed Home page Catalogue search Shopping Basket 0 Shopping lists Shopping basket External catalogs Ms Item no Short description Supplier Service provider Lead time Price Quantity Amount There are currently no products or services in the shopping basket Note The above image shows an empty Shopping Cart The cart could also have other items in it 3 The External Catalogues Drop Down Open the external catalogues drop down list External catalogs Guanti Buck and Hickman Ltd TRE Office Depot Eriks UK Nimans Ltd BES 4 Select one of the External Suppliers from the drop down 5 The selected Suppliers website will open in a new window 6 Shop online with this Supplier as you usually would 7 When you have finished your external shopping you can checkout 8 The items you chose are displayed in Shopping Cart 9 You can continue to shop or work on your Shopping Cart Procserve Holdings Limited 2012 P CS procserve Catalogue Management Catalogue Management Introduction ve 4 Catalogue Management 4 1 Catalogue Management Introduction Overview Suppliers can provide buying organisation s catalogues which
199. ve Holdings Limited 2012 CS procserve Multi Buyer Catalogue Load and Configure Initial Catalogue Load Configuring Catalogue Workflow 4 5 5 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 Note Workflow changes will be effective on Change of the Catalogue Status 1 Select the catalogue workflow option from the Links Menu 2 Set up the email settings as required Search for the relevant organisation on the top right Workflow E mail settings Automation settings Release settings Search Organization TEST Import blocked Search results Supplier review Buyer review Release scheduled Productive Replaced Selection System Administrator Premium Content Manager Griffiths Toni TEST Update expected _ Save 3 Click on the relevant users and click on the select button repeat as necessary Procserve Holdings Limited 2012 n CS procserve Configuring Cat
200. ve name at any step 3 Click on Save as Draft button then scroll down to bottom of the page and enter a suitable name and click on Save button Procserve Holdings Limited 2012 P CS procserve Creating a Request for Quote This RFQ will be sent to the following suppliers ProMatrix Categories Office Solutions London SW1W 9SR Telephone number 442073336161 Email nasir ahmed21 procserve_org Payment Invoice ITS DEMO Special instructions NAZ LTD Categories Office Solutions LONDON E17 4SD Telephone number 442073331623 Email nasir ahmed5 procserve_org Payment Invoice Document history This RFQ has yet to be submitted Submit to selected suppliers Save as Template This RFQ will be sent to the following suppliers NAZATECH LTD Categories Office Solutions LONDON E17 8JQ Telephone number 442073336162 Email nasir ahmed procserve com Payment Invoice Procserve Commerce Hub Main Menu 272760 Cancel Edit before sending 2z2726O NAZ LTD Categories Office Solutions LONDON E17 48D Telephone number 442073331623 Email nasir ahmed5 procserve org Payment Invoice H Special instructions Document history This RFQ has yet to be submitted Draft Name Books_10 2012 Now you will be presented with list of all saved list of draft RFQs Q Gis Procserve 22260 Pro
201. y statuses of documents further P details of which are outlined below 1 You can search for documents using any of the search fields highlighted Date From and To select box My Transactions Document Management My Organisation s Documents Document Tracking Document ID Supplier Name Date From Date To Event Received by ProcServe Type Search Preview Excel Spreadsheet Search Results 541 Supplier name Document Type ID Last updated date Last event NAZ LTD Purchase Order 1584 06 Aug 2012 09 10 BST Purchase Order forwarded to supplier 2 Once you have added your search term click Search Preview My Transactions Document Management My Organisation s Documents Document Tracking Document ID 1575 Supplier Name NAZ LTD Date From 01 08 2012 Date To 06 08 2012 Event Received by ProcServe Type Any A Search Preview Excel Spreadsheet earch Results 541 Supplier name Document Type 1D Last updated date Last event Procserve Holdings Limited 2012 P CS procserve Procserve Commerce Hub Main Menu 45 Document Tracker Applying an Event Type filter to your documents The Document Tracker has Event types that can be set to view the last event of the documents based on the set filters These Even
202. ystem when they reach their expiry date Suppliers should use offline reminders to ensure a revised catalogue is loaded in time The PCB will check for many errors therefore it may not be necessary to set a validation rule to Error Choose the Error evaluation wisely it may be useful to standardise validation rules across your catalogues or certain commodities Changing a Validation Rule will apply across all catalogues and therefore should not be amended If you require a specific rule create a new rule Process profiles cannot be copied For Multi Buyer Catalogues amending the Process Profile w ill affect all buying organisations Unless you cancel the purchase or checkout your basket and its items w ill be cached So the next time you log in to the Marketplace your items will still be in your basket You can keep adding items to the comparison list until you are ready to compare So you can switch betw een the compare items list and the window you were shopping in In the RFQ overview page if the ppen RFQs list is empty you can click the create a new RFQ link to display the w izard When the ppen RFQs list is empty the create a new RFQ link is displayed You can click this link to start the create new RFQ wizard When a catalogue is exported its contents can only be found during Shopping using the UNSPSC Tree Structure until the Search Index has run The search index runs daily at 23 00 Once this is complete you can use t

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