Home

Zanzibar User Manual Release 4.6

1. tem search Comparison New Mass editing g Delete A 7 Standard cf x a a Page of1 2 items of 13 selected UNSPSC 8 1201 M 2 fem number Short description Manufacturer Manufacturer s item no EAN Lead time Release status gt History E All items in this catalogue 564863008 1 1 Not checked E Unstructured item H 3 23 Industrial Manufacturing and Proces 364663012 2 1 Not checked 90 Travel and Food and Lodging and Er O 3 1 Not checked o 715806 gt gt 4 1 Not checked 2 You can now approve and or reject the items loaded Select items by ticking the item box es To select all tick the box above the items The release status for each item is Not Checked You can now inspect each item and reject or approve them or you can approve them all immediately as described below To reject an item check the relevant left hand column and click the Reject icon to the top right of the page The item is now marked for rejection Note You will need to contact your supplier stating the reason why the items were rejected so they can amend their items in the catalogue and resubmit them to the buying organisation to load and or approve as required Approve Items tem search Comparison New Mass editing oo o Delete p m a Standard v ee page of1 2 items of 13 selected UNSPSC 8 1201 v C tem number Short description Man
2. Catalogue analysis 100 Time 0 01 Technical validations Entries Time 0 01 A Content validations 100 SSS Time 0 05 v 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 Import Report will now be displayed and the catalogue will now be in Supplier Review EE SS TTT rare ikalasi pre Sea DT lisp ETET Eraikiz bs E3 l a Generad information on kpa report for 7 Sep 2011 14 3641 Pis Test upph ZZB 4 Wut Buyer Test IUT PS4 343 Lu Fa 11301 BU cat t 2 11 Select Validate to run the validation report ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File ProcServe gt 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 ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Creating the Additional Files for
3. Release 4 6 Zanzibar User Manual ProcServe ope bee pepe eta HUE FEL FEE Ebel sy d ProcServe Holdings Limited 2012 All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks This document has been prepared and remains the copyright of ProcServe The information contained in this document is proprietary and confidential to ProcServe and should only be made available to the recipients defined in the Distribution List or employees of the recipients business The recipient of this document agrees that it will not duplicate any information contained within this document except for internal use This document is version controlled and any updates or amendments will be detailed in the Change Control section of this document The information defined in this document is 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 lice
4. Technical validations Entries Time 0 01 A Content validations 100 SSS Time 0 05 v 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 i SSO SS TTT Lorie ikalasi prit seal oper mean hers verse Probie Ho a General infsemation on let repost lor 02 Sep 2011 1426 41 uhim Paati 4 Taat Suppi Ep CB 1 uui Buyer Ted E MH 1 eT Trait Fes 3 owe LI LUN F3 1 Taiki FT Eutsi 2 i Select Validate to run the validation report and then select Release to Buyer ProcServe ProcServe Holdings Limited 2012 Single Buyer Catalogue Initial Load Importing the Catalogue ProcServe haya rrara 7 ee LE 7 pple G raial idaman den aldee epen or GS MURS Pira d TER Soe Erw 43 biun Baar Teni Torey PHL ZD _PS4_ 13 11 The catalogue will now be in Buyer Review Administration Logged in as toniariffiths toni Griffiths Toni ProcServe a O TEE Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO 7 0 t Fe aaa eee TEST Edition of 22 07 2011 Buyer review Catalogue 1 Toni Test Buying Organisation N ex ProcServe
5. e 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 w izard Searching e 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 the keyw ord search to find items e if you know the manufacturer s number use this as a starting point e 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 e if you have a catalogue number then use this as a search term e lf you want to search for a product from a particular supplier then SHOPPING use the advanced search functionality e if 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 e Use the slider bar to vary the way the system searches across the searchable fields e 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 e Searched words can appear in any order within any of the searchable fields e if 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 e If you have problems finding supplier catalogues or products
6. 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 ProcServe Holdings Limited 2012 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 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 an
7. SCHEDULE RELEASE RELEASE CATALOGUE ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Catalogue Update Process Importing the Updated Catalogue 4 5 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 gt Catalogue Manager Windows Internet Explorer 6 j gt https procserveonline com x g 4 x R pl Fie Edit view Favorites Tools Help x Google 9 search z More gt gt gt Signin we Favorites 3 Harlem Renaissance House 3 Best of the Web Channel Guide M Free Hotmail Internet Explorer News Internet Start Quick Search exe ee Toggle Images exe a a Catalogue Manager ai H Page Safety Tools v Administration Loggedina Saturn Admin Admin Saturn Loa off ProcSe rve Ee gE DEMOCATALOGUE001 1 Q Iig DEMOCATALOGUE001_1 DEMO Catalogue 1 Created Update expected Supplier review Buyer review Productive Replaced x o Catalogue file Source Multimedia contents J Source Progress Catalogue Overview Page 112 Catalogue a Supplier Buyer Current catalogue edition Current st
8. _ 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 Catalogue Overview Catalogue Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO om De 2 a TEST Edition of 22 07 2011 Buyer review Catalogue 1 Toni Test Buying Organisation Huver review le W amp x Buyer Review Once a supplier has performed the upload they will release the catalogue to buyer review The ProcServe Catalogue Management System will automatically email you providing the workflow was correctly configured so you can complete the rest of the process ProcServe ProcServe Holdings Limited 2012 Single Buyer Catalogue Updates Approving your Catalogue 4 3 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
9. 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 Cookie uses session cookies to ensure that a user is recognised 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 CPV 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 ProcServe ProcServe Holdings Limited 2012 C C S Comma Separated Value A flat file format sometimes used for data import or export Commerce eXtensible Mark up Language see also XML A XM 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 A 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 N
10. this product BEB Sponge Rubber Balls 64mm Dia Yellow East Riding of Yorkshire Council 0 36 each 1 0 day 4 oO ERS 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 Search filter fA Catalogues fA O Stuff Cat 6 Schools Banner Business Supplies Ltd 2 D T Schools Supplies For Schools Ltd 2 O Schools Martin Luck Lid 2 O Schools Devon County Council Martin Luck Ltd 2 Schools Printerbase Catt 2 More selection Suppliers Stuftuk net 6 Martin Luck Ltd 4 Printerbase Lid 2 Supplies For Schools Ltd 2 Banner Business Supplies Lid 2 Print Clearly ink and Media Ltd 1 Office Depot UK Lid 1 Our iste 0 3 Shopping lists Advanced search Feature search R serene 22 tems found page EE of 3 4 Oo C Standard assortment O School London Office Depot UK Ltd 1 Image view tem no Short description Supplier Manufacturer Image Price Lead time Quantity O CESO54 CE5054 054 HP BLACK TONER 2 300 Supplies For HP CES5054 54 64 each 1 0 day 1 er go Pages Schools Ltd CESOSA Hewlett Packard Original Toner cart Black Inkost Ltd Hewlett Packard 53 16 each 2 0 days
11. 4 oO CESOSA 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 ProcServe Examples of Searching Search Advanced search Feature search Supplier contains _w Hills And y C Standard assortment Short description contains v AA All fields w tolerant v I All fields _ tolerant v All fields v tolerant v 47 tems found page GLEN OOD 021 4311 AA TO C SIZE BATTERY CONVERTER Hills Components 0 90 each 1 0 day FR F amp AA B00MA BATTERY Limited 021 4339 AA AAA RECHARGEABLE Hills Components 7 95 pack 1 0 day lt T O BATTERY PACK Limited 02 5866 CQ AA 1500 PROCELL BATTERY BOX Hills Components 25 00 box 1 0 day n F 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 catalo
12. Catalogue Access Management Catalogue Management A new window will open and the Catalogue Home page is displayed Proc S a rve Logged in as amp robertpetheram proc amp Log off Currency Eels eP Home page Catalogue search SELGE O Shopping lists News 4 Open Administration Module Click the Administration link as indicated in the above image The Administration module is displayed Proc S 2 rve Logged in as robertpetheram proc LEA Administration amp Log off Currency Ee g eP Home page Catalogue search Sees CS m O Shopping lists Administration Y Administration amp User Ega Catalog views ry 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 vews 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 ProcServe Holdings Limited 2012 ProcServe Adding a new Classification View P ro C S e r ve Logged in as amp robertpetheram proc By Administration Home page Catalogue search Souris cas m O
13. DEMO Catalogue 2 TEST a Leis agg Edition of 25 07 2011 Release scheduled D E em S Acatalogue properties DEMOCATALOGUE004 1 DEMO Catalogue 4 TEST a ad Edition of 29 07 2011 Update expected DB e 150BB x NEMNPATAI APIIENNE 4 MEMA Patalnann amp TECT Toni Test Buying Cditinn nf NOINOINNA 4 Binds era Th Le me F M https saturn pem procserveonline com PCM main load do amp Internet 100 3 Import BMECat File Click the browse button on the catalogue file path Note You need to use the BMECat file xml and not the Excel xls file to load the catalogue 4 Click the Transfer button in the right ProcServe ProcServe Holdings Limited 2012 Single Buyer Catalogue Updates Importing the Updated Catalogue ef Catalogue analysis 100 SSS SSS Se Se eee eee The catalog data are not complete Please open Catalogue Analysis to add the missing data kK Technical validations Content validations Import preparations Catalogue import Hote 5 The Summary page is displayed 6 Once the import is successfully completed the confirmation screen is displayed ProcServe Holdings Limited 2012 ProcServe Single Buyer Catalogue Updates Importing the Updated Catalogue Catalogue analysis 100 Time 0 01 v Technical validations 6 Entries Time 0 01 y Content validations 100 Time 0 05 v Import preparations 100 ET Time 0 00 v Catalogue import 100 Time 0 05
14. Easier There are also some features we would like you to know about that will help you shop o Checking Item Details For items in the Marketplace you can view item and supplier summary details as well as check a list of items other people bought o Favourites You can add items that appear on your home page You can add these items directly to your shopping cart o Shopping Lists When you have items in your shopping cart you can save the items for later use o Comparing Catalogue Items You can compare items to see which meets your needs Submitting your Requisition You can checkout your shopping cart at any time during shopping You can update quantities or remove items before sending the requisition for authorisation or returning to your shopping ProcServe ProcServe Holdings Limited 2012 Buyer Menu 17 Start Shopping 2 2 1 2 Shopping in the Catalogue Search Overview This shows how to access the catalogue system and introduces the catalogue home page features 1 Punchout from your P2P in to the Marketplace 2 The catalogue home page The catalogue home page will open in a new window amp nickanderson proc By a 1 Currency ma Catalogue search ST UT ELLE am O Shopping lists My Favourites 16 Jan 2009 Welcome Welcome to Procserve s online trading network Gives you the ability to trade with all your suppliers in one place Julie s Guide to Motorbikes Verity s Recipies External cat
15. Edit System Settings button 4 The Edit System Settings page is displayed in Edit mode DUNS Number en organisations DUNS number You cannot change your DUNS Default Language You can select a different default language from the drop down list Homepage Feeds These are the default options for the users in your organisations User Roles These are the roles available for your users Edit System Settings ADAM BUYER ORG DUNS number 000000021 System set Up Default language English UK NF Welcome message Homepage feeds Message Of The day jv News F Buyer Super User User roles F Buyer Basic F System Save Changes ProcServe Holdings Limited 2012 ProcServe Admin Menu Supplier Management 2 3 4 Supplier Management 2 3 4 1 Supplier Management Overview Overview This section describes how you invite suppliers and enable them to register Once a supplier is available it appears in the Supplier Directory You can vew and change some of the details of suppliers who are already on the system who you invited You can also send an invite to suppliers you wish to trade with Suppliers are invited by buyers to join the ProcServe Trading Network by sending an email request within the Supplier Management feature Supplier Classifications Suppliers are classified as Basic or Enhanced Bronze Silver or Gold These classifications represent the level of integration the supplier has with the Trading Network a
16. Griffiths Toni Loa off ee S ProcServe FE G Catalogue Overview 3 Import BMECat File In the Import Analysis page click the Browse button or enter a path and file name in the source field T4 Catalogue import Unknown catalogue Catalogue file Source Progress File transfer i 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 xls file to load the catalogue ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load 97 Importing your Catalogue BMECat File Transfer Catalogue file SOURCE C Documents and Settings LON ANT My Documents 2011 Consulting Testing4 SITES Progress File transfer E Hote Select the catalogue file you want to transter here and contirm by clicking on Transfer 5 During the import process Catalogue Manager will stop the import and you will be prompted to run a Catalogue Analysis click on the Catalogue Analysis link Ei Catalogue analysis 100 SSS The catalog data are not complete Please open Catalogue Analysis to add the missing data Technical validations Content validations Import preparations Catalogue import a Hote 6 Verify the details in the Catalogue Analysis pop up window Pro
17. Holdings Limited 2012 ProcServe Single Buyer Catalogue Initial Load Configuring Catalogue Workflow 4 23 Configuring Catalogue Workflow The workflow for the catalogue now needs to be configured to ensure that the necessary people from the buyer and supplier organisations are notified by email of catalogue changes and perform the appropriate administration duties for a particular catalogue The workflow also determines if any steps are automated for example supplier review in an initial load as well as export options such as scheduling Note The person people selected for each workflow step is used to trigger an email notification and to give permission to users to complete tasks 1 Select the catalogue workflow option 2 Set up the email settings as required Search for the relevant organisation on the top right Workflow E mail settings Automation settings Release settings Update expected Search Organization TEST Import blocked Supplier review Buyer review Release scheduled Productive Replaced K Selection Search results System Administrator Premium Content Manager Griffiths Toni TEST 3 Click on the relevant users and click on the select button repeat as necessary ProcServe ProcServe Holdings Limited 2012 Single Buyer Catalogue Initial Load Configuring Catalogue Workflow E mail settings Automation settings Release settings Update expected Seach Organiza
18. 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 tem Number from the Price List Detailed tem Number report ProcServe ProcServe Holdings Limited 2012 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 ou can view the DELIVERYCHARGERULE Delivery ChargeRule Icons File from the ProcServe Catalogue Builder The Icon file only needs completing and loading if the catalogue is utilising Icons PCB Source Icon file template column name Supplier Item ID Item Number Central Hub ltem Central Hub ltem ProcServe Holdings Limited 2012 ProcServe Multi Buyer Cat
19. 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 ProcServe ProcServe Holdings Limited 2012 Working w ith Shopping Lists __ is pay the items Marking Shopping List You mark an item by checking the relevant Mark box in the right hand column Replace Shopping Cart yy 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 a Delete all marked Shopping Lists A prompt is Lists E 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 to display these fields Shopping lists Private shopping lists ES Company shopping lists B Group shopping lists _ Private shopping lists No private shopping lists available _ My favorites Where you can then enter the Shopping List details Private shopping list New shopping list Create new shopping list Enter a name and save it using the button in the top right corner Name
20. ProcServe Comparing Items 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 283 Items found page of 29 OO Image view VMM30001 Map Marketing World Political Laminated Map BEX Supplies For MAP MARKETING BEX 17 95 each 1 0 day 4 Schools Ltd a VMMO5271 Map Marketing Giant World Political Laminated Supplies For MAP 30 59 each 1 0 day 4 Map GALD Schools Ltd MARKETING GALD 3 Add Selected ltems a Sc Click the Add Selected Items icon Items details are listed in the Compare Items window ProcServe ProcServe Holdings Limited 2012 F Compare with this column Comparing Items ad Compare with this column Short Map Marketing World Political Map Marketing Giant World Political description Laminated Map BEX Laminated Map GWLD Price 17 95 feach 30 59 each Supplier Supplies For Schools Ltd Supplies For Schools Ltd Supplier part hMM30001 VMMO5271 no Manufacturer MAP MARKETING MAP MARKETING Manufacturer BEX LDO part no EAN Contentiorder 1 each 1 each unit Lead time 1 0 day 1 0 day Description Barthol
21. and hint to change your memorable word The entries are validated and if valid the system will display a message ProcServe ProcServe Holdings Limited 2012 Getting Started Unlocking your Account 2 1 4 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 Subject Your account has been locked Hello Your account has been locked due to too many invalid login attempts To unlock your account you will need both a username and access key included below and you will need your memorable word which you specified in your account profile Your access key is D C4DJD4 Instead of typing the access key out try copying and pasting it into the unlock screen using the following steps Highlight the access key making sure there are no spaces at the beginning or end Right click and select Copy In the access key field of the login screen right click again and select Paste You can unlock your account at E https preprod buyers procserveonline com procserveportal auth html 2 Navigate to the url within the email
22. apply now if your Organisation does not already have a DUNS Number ProcServe Holdings Limited 2012 ProcServe About ProcServe Suppliers and Buyers 6 2 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 Supplier Relationship Activity Map The main activities in the Supplier process Supplier s ProcServe Cemed 16122008 Owner Mark Stevenson Greatar Nick Andersen amended 17103108 Amended sy Nick Anderson Add Basic Supplier details to system Send Invite Supplier email Invites Supplier s email POs Basic Supplier Purchase Orders by email Send Purchase Orders Receive Electronic Invoices Enhanced Supplier Bronze As Basic plus Purchase Orders raise Invoices Credit Notes MIS ate Purchase from Catalogues Maintain cataloques I Enhanced Supplier Silver Create and use Catalogue Full Integration P2P Enhanced Supplier Gold Supplier receives and processes orders in their own system ProcServe Receive Invitation by email Upgrade to Enhanced Supplier Yes Registration Portal Login to Registration Portal Obtain DUNS if necessary Enter DUNS Enter basic details Accept Terms and Conditions
23. assigned by Dun amp Bradstreet to identify unique business s separate and distinct operations Supplier Relationship The two types of supplier are Basic and Enhanced Suppliers can be Bronze accepts electronic orders and can produce electronic invoices and credit notes etc Silver provides one or more catalogues or Gold fully integrated Basic suppliers can only accept orders as email attachments and cannot use the ProcServe electronic forms ProcServe ProcServe Holdings Limited 2012 Buyer Menu Supplier Directory Contact Details This area displays Supplier Contact details Registered name Procserve Supplier Support Ltd Email Telephone 0875 875 53875 number 67 Great St Address London ECs6CC GB a Download as a vCard What is this Tip You can contact the suppliers using the details stored 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 Download as vCard link to download 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 Financial and other Information This area holds finance and other details Financial information Tax code 235634 Tax Number 7777 Payments accepted Cheque Cash Currencies accepted Pound Sterling Other information Short name PSSSup ProcServe Holdings Limited
24. classes D Search Advanced search Feature search Q Search tolerant C Standard assortinert gt _ UNSPSC 8 1201 3 Using the Search Features to find your items Click the catalogue search tab Home page Catalogue search Shopping Basket EX Shopping lists roduct classes D Search Advanced search Feature search Q Search tolerant 3 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 following list describes ways you can search Product You 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 ProcServe How to Search ES 16 Field and court sports equipment Ci O0 Field and court sports equipment uncodedi 5 15 Field sports equipment Ci O0 Field sports equipment uncoded Ci 02 Baseball gloves Ci 03 Baseballs 04 Footballs Search Tab A simple search allows you to locate items b
25. click the left hand column heading box to select all items ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Catalogue Update Process Exporting your Multi Buyer Catalogue 4 5 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 j 1 i k i Daye een T EN Generel amaenn cn validation repam ber 02 Sep 7018 135002 Perce 4 Tawi Dupri LAN Ped 141 EBA Past Jag jrs A a ER BL 3 Lu Cip r r Chlap peer liue Current Sire on Cured mili Lies EU PAU AN 2 PNA PS 313 Far aJ Tear Suppter slums Guyane Este OIG S011 Eure nr Mas Et Se 3 Once the Validation has run successfully you can now Schedule Release Administration Logged in as Saturn Admin Admin Saturn Log off ProcServe TONITESTDEIM103 1 Wa le Created gt Update expected D Supplier review 2 Buyerreview gt Productive 2 Replaced gt x 2 General information on validation report for 08 Aug 2011 17 42 29 Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 5 Catalog ID DEMOCATALOGUE005_1 v Rejectcatalog Validate Schedule release The status will now show as Release Scheduled Check that the release settings are correct and select Release Fate rece CCE Pere ae Ee TH Een Sr a
26. comte ie tuie 139 About ProcServe Suppliers and Buyers cccsccccsceeeeeeeeeeeeeeeeeeneeeensesnensescnsesenseeeesaees 140 Catalogue Import Matrix ss ess etan sta seen nes aE brest rene evene 142 Gurek TID CR RE EC Seecmeseuasceeesace 144 Troubleshooting Essen sai re ere dne a tente sente nds te ere etienne 147 CO SAN aa nt aa ESEA 149 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 Zanzibar system effectively Who is ProcServe ProcServe is a Commerce Network It connects buyers and suppliers together va a fully hosted eCommerce infrastructure ProcServe particularly specialises in providing and managing eProcurement and elnvoicing solutions and services for customers What does ProcServe offer e ProcServe offers packaged Commerce Solutions to enable our customers of all sizes and technical capabilities to connect to the Commerce Network e All of our solutions are provided as software as a service with no requirement for capital investment in IT infrastructure What do our solutions consist of The ProcServe solutions are a blend of world class application Commerce Modules all hosted and managed by ProcServe combined with professional service packages that ensure a swift implementation and maximum return on investment The ProcServe Commerce Network ProcServe offers two types of
27. 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 Import BMECat File Check Validation Issues paaa a E ai Supplier Admin Review and Approval M M M Create Contract and Price i File ral Pal Set Catalogue to Multi Buyer x alg a fe a Release Rail Haro oe US ae 8 gs LH Reset ProcServe ProcServe Holdings Limited 2012 Catalogue Import Matrix ProcServe Holdings Limited 2012 ProcServe 6 4 Quick Tips BUYER PORTAL CATALOGUE Logging in to the portal Supplier directory Supplier management j Opening the BMECat file BM ECat file loading Removing catalogues e Exporting your catalogue profile single and multibuyer catalogues Loading catalogue with e images Quick Tips ou 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 sup
28. of 35 selected S UNSPSC 8 1201 O item number Short description EAN Lead time Price Release status gt History res eect arte All items in this catalogue CARR100 Carriage up to 100 Miles 1 Approved Unstructured item O O g CARR125 Carriage up to 125 Miles O mM 4 03 56 Furniture and Furnishings 1 Approved t 78 Transportation and Storage and Mail CARR150 Carriage up to 150 Miles 1 Approved Carriage uo to 175 Miles 1 Aooroved a 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 the lead buyers price list ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Catalogue Update Process Overview 4 5 Multi Buyer Catalogue Catalogue Update Process 4 5 1 Overview Overview This section describes the process of updating a Multi Buyer catalogue Multi Buyer Catalogue Catalogue Update Process supplier Lead Authority Secondary Buying Org Upload updated BME Cat File Import catalogue Images Validate Catalogue load Release Catalogue for Buyer Review send PCB amp BME Cat i il File to Lead Authority Seer cere end Price ontract Re File ta Secondary Buying Uploae oo Org s Validate Catalogue Validate Catalogue as Buyer Approve Catalogue Buyer Review
29. or use the Unlock account on the login page ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login Username Password 3 Enter your user name and access key that was issued in the email ProcServe Holdings Limited 2012 ProcServe Getting Started Unlocking your Account ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Unlocking Your Account 1 of 2 Please enter your username and the randomly generated access key contained in the email you received Enter your details Username 4 Access key Submit 4 Enter your memorable word using the hint written in the instructions bar ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Enter your memorable word Unlock Memorable word 5 Your account is unlocked If you do not remember your password you can request a new one which will be emailed to you ProcServe ProcServe Holdings Limited 2012 Getting Started Unlocking your Account ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed servi
30. 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 ProcServe Holdings Limited 2012 Multi Buyer Catalogue Catalogue Update Process Lead Organisation Approving your Catalogue 4 5 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 the 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 Mass editing o fer Delete rP _ _ Ee Standard bud se x a a Page of1 2 tems of 13 selected UNSPSC 8 1201 M S J item number Short description Manufacturer Manufacturer s item no EAN Lead time Release status 2 History All items in this catalogue 564863008 1 1 Not checked Unstructured item
31. 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 ProcServe Holdings Limited 2012 Zanzibar Buyer Portal Getting Started Logging in to the ProcServe Trading Netw ork 2 Zanzibar Buyer Portal 2 1 Getting Started 2 1 1 Logging in to the ProcServe Trading Network Overview This describes how you access and login to the ProcServe Commerce Network Pre Requisites In order to access the ProcServe Commerce Network you will need a username and password Your username and password will be emailed to you If you do not have this information please contact your local administrators Locating the ProcServe home page The following list describes how you access and login to the ProcServe Commerce Network 1 Browse to hitp www procserve com 2 The ProcServe home page is displayed 3 Click the customer login button top right in the main navigation bar ProcServe Automate your Procurement Process Get mare Control of your Spending Reduce Transaction Costs Idi 328 Leverage Existing Investments Bryer Solutions Supplier Solutions Home
32. the My Profile page 1 In the top menu bar click the My Profile link Hello Ron My profile Feedback Log out 2 The My Profile page is displayed My Profile Edit my profile 3 The My Profile page allows you to view and change your details Click the Edit my Profile button to display the User Profile page in edit mode Edit My Profile Title Mr z First name Monty Last name Pylon lt t LC lt C lt 7 7 3 XHhtiCS Status Active Username ronsmail agbuyer Email address monty tiscali couk Confirm Email address monty tiscalicouk Organisation ADAM BUYER ORG Default address LANTERN HOUSE GU14TX GUILDFORD gt Telephone number 01483 222222 Fax number 01483 222244 Preferred language English UK gt F Message Of The day Data Feed s F News F Welcome message Save Changes 4 The following is displayed and can be edited FIELD NAME FIELD CONTENT Title First Name Last Name Mandatory ProcServe ProcServe Holdings Limited 2012 Getting Started My Profile Username Cannot be changed Email Address Mandatory Confirm Email Address Mandatory Organisation Cannot be changed Default Address Mandatory Telephone Number Optional Fax Number Optional Optional Preferred Language Data Feeds Admin Users Only Catalogue Classification Views Admin Users Only Not used by organisations w ho access the system from their P2P system Warning Email a
33. 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 Buyer Catalogue Re ProcServe Catalogue Manager Catalogue Context Re ProcServe The selection of a Catalogue with which it is intended to Catalogue Manager 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 Catalogue Edition Re ProcServe Catalogue Manager Catalogue Status Re ProcServe Provides information about the process steps that are Catalogue Manager 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 Catalogue Version Re ProcServe Catalogue Manager The process of running macros to test and validate Catalogue data in the ProcServe Catalogue Builder before the creation of the BMEcat file Check Data re ProcServe Catalogue Builder The product classification code associated to an item It is Class Code mandatory in ProcServe Trading Network catalogues that all
34. 2012 ProcServe Admin Menu Administration Overview 2 3 Admin Menu 2 3 1 Administration Overview Overview This section describes how you can configure and manage your users suppliers news items marketplace catalogues and organisation details The following list provides links to the administrative tasks you can perform User Management View and manage user accounts Supplier Management View and manage how you trade with suppliers News Management You can add or edit news items to the home page View user access and classification views to your Marketplace Admin y Marketplace Catalogue Management Manage supplier catalogues Edit Organisation View and edit your organistation details Only available to ProcServe Support ProcServe ProcServe Holdings Limited 2012 Admin Menu User Management 2 3 2 User Management 2 3 2 1 User Management Overview Overview This describes user types and what they can do and provides links to related topics Basic User Details The following list describes where to find user task instructions Disabling Users To disable a user you should contact the ProcServe service desk Adding a User Additional users can be added by super users lf your account is locked you will need to contact the ProcServe Unlocking User Account service desk The following describes each buyer type some of these might not be applicable to your organisation Buyer who can perform all services t
35. 23 Industrial Manufacturing and Proces 2 1 Not checked 90 Travel and Food and Lodging and Er E 715805 3 1 Not checked g 715806 1 Not checked 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 tem search Comparison New Mass editing oo fer Delete Standard v ey a Page of1 2 items of 13 selected a i UNSPSC 8 1201 M O item number Short description Manufacturer Release status gt History ES AI items in this catalogue 564863008 1 1 Not checked E Unstructured item E E 23 Industrial Manufacturing and Proces 2 1 Not checked 90 Travel and Food and Lodging and Er gog 715805 3 1 Not checked gog 715806 1 Not checked Items that need to be approved should be selected and approved using the Approve icon at the top 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
36. 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 ERP product planning parts purchasing maintaining inventories interacting with Suppliers providing customer service and tracking orders ERP can 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 ETIM Electrotechnical Information Model A classification scheme for the electrical and electronics industry Euro currency 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 ltems Goods or services added to a requisition which are not included in a Catalogue Great British Pounds currency Global Trade Identification Number Generic term GTIN 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 attach
37. HB Bulk PK Pencils HB MERSEYSIDE PAPER SUPPLIES 1 day 14 99 pack 4 14 99 d VMM30001 Map Marketing World Political Laminated Map BEX Supplies For Schools Ltd 1 day 17 95 feach eal 17 95 oO 40376598 Computer Gear headset Equanet 5 days 5 64 each ea 5 64 FJ 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 I Save changes to your Favourites Delete Items Delete items that have a Tick in the checkbox from your Favourites Add to Shopping List i You can add all the checked items to a Shopping List ProcServe ProcServe Holdings Limited 2012 Working with Favourites s mich you can change and re use later Add Item s to Cart of Check each item to be added to your cart and click the multiple Shopping Cart icon ProcServe Holdings Limited 2012 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 allows you to save items so that you can quickly create a requisition at a later date For example if you
38. Our Solutions i Serves Our Costonsers Hows ft Events Library dola Qur Team egay nn ty e Fan in ER 4 The customer login page is displayed 5 Click the Zanzibar logo ProcServe ProcServe Holdings Limited 2012 Getting Started Logging in to the ProcServe Trading Netw ork Home Our Solutions amp Services Our Customers News amp Events Library Join Our Team About Us Contact Us Customer Login Home Customer Login Customer Login Customer Support PRE Customer Login Buying Organisations Proc Serve 44 0 845 603 6727 or email Contact Me ProcServe ProcServe w OTIS Zanzibar P2P 44 0 845 603 2885 or email Gj Request a Demo OPEN g Sign Up for News 44 0 845 600 6736 or email 0 Er e O cyfnewidcymru Fasnachu Library Zanzibar OPEN h pa astran asin a xchangewales eTrading 44 0 845 602 9802 or email P Become A Partner s xchangewales eTrading for Schools Inewide i 44 0 845 602 9803 or email Dar 1 einet Shoots pfh ROGUREMENT is FOR HOUSING Procurement for Housing 44 0 845 864 5299 or email o Supplier Organisations Print LA Forward PES PDF version News Feed 44 0 845 604 2328 or email ProcServe Holdings Limited 2012 ProcServe Getting Started ProcServe Commerce Netw ork Home Page 2 1 2 ProcServe Commerce Network Home Page Overview The ProcServe Portal home page is displayed once you are logged into the ProcServe Commerce Network The Ho
39. Secondary Buying Organisation Loading the Price and Contract Files 4 5 4 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 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 tem Doon hozo h tem Doo 635 h Before loading the Price File the Price Effective Date
40. Secondary Buying Organisations 44 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 Item 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 from the Reports in Catalogu
41. Shopping lists A Log off Carener Fels PP Administration Y Classification views for the company Demo Organisation amp User re Fe an Catalog views os Classification views Name Description c Demo Organisation Standard This is the view available to all users og 6 Enter a name and a description for the Classification view and click the Save icon For example Proc S e r ve Logged in as 8 robertpetheram proc Rh Administration amp Log off Currency Fels ya Home page Catalogue search Sees ECS m O Shopping lists Administration Y Create new classification view for the organization Demo Organisation DEMO amp User Now enter a name and description for the new classification view ry a Catalog views Sy Classification views New classification view pz Demo Organisation Name Extended 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 e r Ve Logged in as robertpetheram proc hy Administration Log off Currency Boa ee Home page Catalogue search Sue esa O Shopping lists Administration Y Edit classification view Extended for the organization Demo Organisation DEMO amp User 3 BA B Q Fe Name Extended Description This is an extended view including additional catalogues over and above these in the
42. Stationery Fortnightly stationery order Description The following list describes how you work with the create Shopping List page Name o Enter a name for the new Shopping List Description Enter a description for the new Shopping List Save 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 ProcServe Working w ith Shopping Lists Private shopping list fortnightly stationery order B lt tem no Short description Supplier Service provider Lead time Price Quantity Amount O VRX13485 Rexel Agenda2 Stationery Sorter Charcoal 2101037 Supplies For Schools Ltd 1 day 10 13 feach 1 1013 E WWR21718 Gel Pens Red MERSEYSIDE PAPER SUPPLIES 1 day 2 95 j pack 4 295 F Wx26040 Ball Pens Black MERSEYSIDE PAPER SUPPLIES 1 day 1 96 pack 4 1 58 O 012426 30CM WHITE RULERS PACK OF 100 The Consortium for Purchasing and Distribution Ltd 2 days 12 99 pack 4 12 99 F c20 C20 Erasers MERSEYSIDE PAPER SUPPLIES 1day 225 pack 1 2 25 o MYA3 Mycopy 43 copier paper MERSEYSIDE PAPER SUPPLIES 1day 475iream 1 475 F The following list describes how you use the Shopping Items list page Show Ite
43. Supplier Portal Login to Supplier Portal Maintain Users Maintain Organisation Maintain Document formats Process Orders Create Invoices Credit Notes etc MIS etc Upgrade to Silver res Send Catalogue to Buyer for validation and upload send Catalogue updates to Buyer for validation and upload Upgrade to Gold Integrate Suppliers System ProcServe Holdings Limited 2012 About ProcServe Suppliers and Buyers EI The following list describes each activity in the above diagram e Buyer Invite Supplier s Buyers 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 e Supplier Receive Invitation emails Three emails are sent to the Supplier o A 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 e 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 e 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 Supp
44. TL Links EM Pe JA 9 ET FS MIS Palaces 4 1 Tent upptar LUE agate Essen erases Betenee schecuted Barat Agen Your catalogue should now export automatically by following the Export Profile you created ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Buyer Review and Exporting your Multi Buyer Catalogue ProcServe Holdings Limited 2012 ProcServe Secondary Buying Organisation Loading the Additional Files Multi Buyer Catalogue Load and Configure Initial Catalogue Load 4 4 10 Secondary Buying Organisation Loading the Additional Files As a secondary 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 catalogu
45. UNCH OUL SINGS Sn EE EREA seen 73 Catalogue Management 75 Catalogue Management Introduction cccccceceeeeeeeeeeeeeeeneeeeneeeensesoeseseesneeeeneeseeenseeones 75 Single Buyer Catalogue Initial Load ns sssssssrnrnsnenenennnnnennnnnnennnnnns 76 COIN De ne D Sn ne nt 76 WIP OF ING Me Catalo Que Lune dense rendre inerte ere reed etienne 77 COnTIOUFING Catalogue MOFRTION SR een men A nn 82 VA lidauinag your CaraloQUe ss Rene nement dentiste 86 ADP OVINO VOU CAAIOQUE SERRE nn M ni es 87 Eborting your Carmo Que arrea een internet aE aE denete er Le cest tetes 88 Single Buyer Catalogue Updates cccccceececseceeeeeeeneeeensesensesceseseeenseeenseseseeeeonsaseesnees 89 NT ease techie tant dt Ch teeta en en cio achat 89 porting the Updated Catalogues tn nr ne dr E E Tete 90 Approving vour Catalogue LE RAS RS a A Nan en Me lee 93 EX porting your Catalogue sssrin A En nt nn ee nel 94 Multi Buyer Catalogue Load and Configure Initial Catalogue Load 95 SN esos he ec sc are 95 porting your Catalogue BMECat File insesi manne en nn puret 96 Creating the Additional Files for Secondary Buying Organisations ccccccccccccceessessseesseeseeeeeeeeeeeeeeeeseseeees 101 Setting the Catalogue to Multi BUy er uiine a E A 104 Contiguring Catalogue Work IOW ni nn in di naine nie Ares 106 Validating Our CAtAlOQUesss res nn nn ne ten NN eae tn in Ne ni 110 Adding Secondary Buyin
46. ab contains a list of all suppliers now registered including their Enhanced Supplier status and the date they completed their registration supplier management Top targeted suppliers Search all invited suppliers Now enhanced suppliers suppliers whe have registered 1 10 of 23 First Jack 11 2 3 herd Lass a BEE Cahir sehmiyegiprocseres com 11 June 2008 Hicka One Slop Shop CHED rickg oresiopstop 2 February 2008 Tache Crat Suppliers LTD 98H98 14 Jawery 209 Temp Heats Seveces Q9stE 3249 20 Jawar 209 JTE HS 14 Jamar ANS S50 COOM john daane proc seve Cor 18 June 2008 Crrere rir aile dir l ur 7 The Supplier Details Page When you click on a supplier name the organisation details page is displayed Supplier Directory Supplier OrgProfile Back Pencil House PLC DUNS number 234567890 esse Relationship NA Contact details Registered Poncil House PLC name Graphite House Borough Road Address Mundanton BN39UK 2 Download as a vCard What is this Email order settings As this supplier is a Basic supplier you can still order from them via email by supplying an email address below Adding an email address will also add this supplier to your organisations Supplier invite list under Supplier management Email order email address Add an email order address for this supplier ProcServe ProcServe Holdings Limited 2012 Admin Menu Supplier Management 8 You can view the S
47. add the missing data KR Technical validations Content validations Import preparations Catalogue import Gi Note 6 Verify the details in the catalogue analysis pop up window ProcServe ProcServe Holdings Limited 2012 Importing the Catalogue Catalogue analysis Windows Internet Explorer pcr procserveonline com M Delete Cancel Catalogue recipient buyer Buyer name Supplier Supplier name Catalogue Catalogue identifier Catalogue name Catalogue statistics Done Continue analysis Catalogue data ZZBar 43 Multi Buyer Test Found Catalogue data PServe 4 3 Test Supplier Found Catalogue data ZZM1_PS43_333_1 ZZM143_PS43_333 Not found System data ZZBar 43 Multi Buyer Test System data PServe 4 3 Test Supplier System data ZZM1_PS43_333 1 ZZM143_PS43_333 Internet fa Single Buyer Catalogue Initial Load 79 V A 100 Note Check the buyer and supplier are Found If not click on cancel to exit the import and correct the errors in the ProcServe Catalogue Builder and reload the file Note The catalogue should be Not Found which is correct as its a new catalogue 7 Click on Continue Import 8 Once the import is successfully completed the confirmation screen is displayed ProcServe Holdings Limited 2012 ProcServe Single Buyer Catalogue Initial Load Importing the Catalogue Catalogue analysis 100 Time 0 01
48. alogs and links and no links to external pages have been created supplier Choose your products on the site of our No jumps to external catalogues have been selected for display on the home page Shopping directly from the 5 supplier and return with your basket to the PBC 3 From here you can search for items you wish to add to your shopping cart For more information on this please see the Catalogue Shopping section 4 When you have completed all your shopping you can navigate to the shopping cart to checkout 5 Checkout When you have checked that the items you wish to order are OKyou are ready to click the checkout button 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 6 If your Checkout is successful You will be redirected to your P2P or back office system ProcServe Holdings Limited 2012 ProcServe Buyer Menu Supplier Directory 2 2 2 Supplier Directory 2 2 2 1 Supplier Directory Overview Overview This section shows how you can use Supplier Directory The Supplier Directory allows you to see what suppliers you have traded with and what suppliers are available to your Marketplace Note A supplier is shared amongst many buying organisations A supp
49. alogue Load and Configure Initial Catalogue Load Setting the Catalogue to Multi Buyer 44 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 fe if Ge 3j v amp https procserveonline com PC j v 4 ba 4 X Pir File Edit View Favorites Tools Help x Google v VA Search More D Signin w Favorites 3b Harlem Renaissance House 3 Best of the Web Channel Guide C Free Hotmail Internet Explorer News Internet Start a Quick Search exe Eg Toggle Images exe a E lt y Catalogue Manager D 6 mm Page Safety Toos Administration Loggedinas Saturn Admin Admin Saturn Log off Proc Serve EF g DEMOCATALOGUE001_1 Il DEMOCATALOGUE001_1 DEMO Catalogue 1 Created 2 Update expected gt Supplier review Buyer review Productive Replaced x M Catalogue file Multimedia contents E Progress M Vance ff 1FATISIET Catalogue Overview Page 112 Catalogue a Supplier Buyer Current catalogue edition Current status Links Toni Test Buying r a DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST Er Edition of 22 07 2011 Update expected ie 8 SAB x DEMOCATALOGUE002 1 DEMO Catalogue 2 TEST EC pla i Edition of 25 07 2011 Rel
50. alogue 2pecific 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 cataloque type https fMsaturn pcm procser eonlins comi PMi MessageBox jsp an 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 Catalogue Overview Page 112 Catalogue a Supplier Buyer Current catalogue edition Current status Links DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST lt Multiple buyers gt Edition of 22 07 2011 U expected b at 2BBx Fie im ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Configuring Catalogue Workflow 44 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 ad
51. and charge 6 95 Price 30 59 each Description Further documents ltem 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 rT Click to add item to your Shopping Basket Add Item to Basket Open Items Details Add to Favourites Add to Shopping List Return to Search Page i Click to view item details in new window Click to add item to your Favourites List I 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 ProcServe ProcServe Holdings Limited 2012 The Items Details Page Add to Shopping Cart Click to add item to your Shopping Basket Note In the Shopping Cart item details pop up you 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
52. and have exhausted all other tips and hints please call or email the ProcServe service desk e 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 wil wth etc as they will be excluded from the search If you need further help or guidance please use the online help ProcServe Holdings Limited 2012 ProcServe RE ee ProcServe ProcServe Holdings Limited 2012 6 5 Troubleshooting cannot find a supplier in the supplier directory don t understand why am getting some results in my supplier directory search cannot delete a user 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 l have loaded a catalogue and have assigned to a classification view but my users cannot see the items within the marketplace Troubleshooting 147 Try changing search term as the organisation mayhave 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 requirem
53. aper co_uk O New Paper 123456189 y Jim pe 3 16 February Supplies Ltd Edit 2009 DU l Richard richard tuorte com E 06 January FT New Supplier 207536222 Edit 3 2009 John Smithers Johns Fencil com 16 Februa ProcServe Holdings Limited 2012 ProcServe Admin Menu Supplier Management 4 1 Search You can enter a search string in the box and click the Find button to view a list of suppliers meeting the search criteria you enter For example Search for supplier lp 4 2 Click the Find button to list any results Search results for p 2 of 2 New Paper Supplies pe Jim Bouy Jim NewPaper co uk 16 February 0 g Ltd 123456789 Edit ProcServe 2009 John Smithers Johns Pencil com 16 February ProcServe J Pencil House PLC 234567890 Edit 2009 Toggle all Email selected Suppliers who sre marked with the will show up on your Top targeted suppliers list The following can be actioned perch SUPPE M Check the box if you wish to send this supplier a email reminding them to follow up the invitation to trade Top Targeted Supplier J p g PP ey This icon indicates that the supplier will appear on this page To remove the supplier from this page click the icon You can add suppliers into this list using the search all invited suppliers tab Supplier Name Link Click the name of a supplier to vew supplier details You can view the supplier s details change the email details and download the
54. ar 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 BME cat 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 catalogue system The application into which catalogues are imported from ProcServe Catalogue Manager where they are hosted for ProcServe Catalogue Search ProcServe Holdings Limited 2012 ProcServe PP and ERP systems to access ZIP File A file that has been compressed for ease of transmission ZMP Forum Zanzibar Marketplace Forum ProcServe ProcServe Holdings Limited 2012
55. as tonigriffiths toni Griffiths Toni Log off ProcServe Catalogue Overview Catalogue Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE0011 DEMO zr dB 6 EE ES TEST Edition of 22 07 2011 Buyer revie Catalogue 1 Toni Test Buying Organisation w amp amp x 3 Select Validate to validate the catalogue against the validation rules set for this catalogue Administration nas tonigriffiths toni Griffiths Toni Log off 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 v Reject catalog _ Validate Y Schedule release ProcServe ProcServe Holdings Limited 2012 Approving your Catalogue Single Buyer Catalogue Initial Load 4 25 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 item search Comparison New Mass editing pr o Delete F a Standard M Eh d a O Page of1 2 items of 13 selected UNSPSC 8 1201 M EN O item number Short description Manufacturer Manufacturers item no EAN Lead time Release status 2 History All items in this catalogue 564863008 1 1 Not checked Unstruc
56. ate Process Creating a Price File and Contract Ref File 4 5 3 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 Price 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 cr
57. atus Links z z DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST amp L Edition of 22 07 2011 Update expected Da 61F5 8Bx DEMOCATALOGUE002 1 DEMO Cataloque 2 TEST EE Leis agg Edition of 25 07 2011 Release scheduled DB a amp catalogue properties DEMOCATALOGUE004 1 DEMO Catalogue 4 TEST Toni Test Buying Edition of 29 07 2011 Update expected DR er152B8x x Organisation NEMNPATAI APIIENNE 4 MEMA Patalnann amp TECT A W Toni Test Buying Cditian af nomoinnaas M EEEE E A al a m a a 2 M https saturn pem procserveonline com PCM main load do amp Internet 100 3 Import BMECat File Click the browse button on the catalogue file path Note You need to use the BMECat file xml and not the Excel xls file to load the catalogue 4 Click the Transfer button on the right ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Catalogue Update Process Importing the Updated Catalogue ef Catalogue analysis 100 SSS SSS Se ee The catalog data are not complete Please open Catalogue Analysis to add the missing data kK Technical validations Content validations Import preparations Catalogue import Hote 5 The Summary page is displayed 6 Once the import has successfully completed the confirmation screen is displayed ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Catalogue Update Process Importing the Updated Catalogue Catalogue analys
58. ave 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 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 ProcServe Holdings Limited 2012 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 Catalo
59. bureg FN Pa 291 1 TEA PGA 7 ee ne Fangs depot 3 Een Een a Your catalogue will now export and change to the status Update Expected ProcServe ProcServe Holdings Limited 2012 Managing Classification Views Managing Classification View s Overview EI 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 Zanzibar for shopping and transactions then Classification views need creating in the marketplace and in Zanzibar Classification views are created to allow a buyer to see only selected UNSPSC classifications and or supplier catalogues ins PiocServe Holdings Limited 2012 Adding a new Classification View 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 vew where as in Zanzibar you administer what classification views an organisation and its user has access too Adding a new Classification View to the marketplace 1 Login to Zanzibar 2 Click on Administration 3 Click on Catalogue Access Management Hello justin You last logged in today 5 May MyProfile Feedback Logout Administration Community Management Organisation Management User Management Supplier Registration
60. cServe Holdings Limited 2012 View edit name of your organisation mandatory Upload a company logo optional Name the company is registered in for your organisation mandatory View edit website URL for your organisation optional View edit default contact Email for your organisation optional View edit default contact Telephone for your organisation optional View edit default contact Fax for your organisation optional View edit default address for your organisation mandatory View edit default city town for your organisation mandatory View edit default county for your organisation optional View edit default country for your organisation mandatory View edit default post code for your organisation mandatory ProcServe Admin Menu Edit Organisation Contact details Registered ADAM BUYER ORG name Website JIM JONES procserve org Generic contact sddress for the organisation Email Telephone Di438466908 number Fax number LANTERN HOUSE Address City town GUILDFORD County Doo Country UNITEDKINGDOM x Post Code Guix o o o Other information Short name Description Note Other details may be displayed here depending on what we have set up To change any of these details please contact the Service Desk ProcServe ProcServe Holdings Limited 2012 Admin Menu Edit Organisation 3 Editing System Settings Details Select the System Settings tab and click the
61. cServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File E Catalogue analysis Windows Internet Explorer Delte Cancel Continue analysis Catalogue recipient buyer Catalogue data Buyer name ZZBar 43 Multi Buyer Test Found Supplier Catalogue data Supplier name PServe 4 3 Test Supplier Found Catalogue Catalogue data Catalogue identifier ZZM1_PS43_333_1 Catalogue name ZZM143_PS43_333 Not found Catalogue statistics Done System data e https procserveonline com ZZBar 43 Multi Buyer Test System data PServe 4 3 Test Supplier System data ZZM1_PS43_333_1 ZZM143_PS43_333 Internet fa 7 100 Note Check the buyer and supplier are Found If not click on cancel to exit the import and correct the errors in the ProcServe Catalogue Builder and reload the file Note The catalogue should be Not Found which is correct as 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 ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File
62. ce Login Usemame Password o ProcServe Holdings Limited 2012 ProcServe Getting Started Feedback 2 1 5 Feedback Overview You provide feedback to us using the Feedback page Locating the Feedback Page The following steps describe how to locate and use the Feedback page 1 In the top menu bar click the Feedback link Hello Ron My profile Feedback Log out The Feedback Page is displayed 2 Enter your feedback in the text area 3 Click the send feedback button Feedback Feel free to use this form in order to provide any type kind of feedback that you have Maybe you d like to see some different features Or perhaps 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 Whatever your reasons please type them out below and we ll happily take hem into consideration Your feedback Once you have submitted your feedback we will send you a copy at your registered email address nickcwa tiscali co_uk and if a response is needed we ll contact you within the next two working days Send feedback Note Please do not report system errors using this form please email or call the ProcServe service desk ProcServe ProcServe Holdings Limited 2012 Getting Started Getting Support 2 1 6 Getting Support The ProcServe Commerce Network provides full support services via a dedicated service desk C
63. ce List Item Price from the Schema list Reference Bu er Extension from the Schema list Buyer Specific Extensions from the Schema list j 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 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 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Changing the buyer in List Properties 4 4 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 It earch TE Price list short M Eh Page 2 of2 0 items
64. check out Completing the Smart Form The Smart Form is contained within the items details of the line item cumny EF 5 ad LA Actress T era hope sis Procserve Login T amp toner Cigar maidh Horse Le Shopping hase EX earch tiner search CEHA eS H lat mg anes SEE Teppa ed MagF Pre fe aed tr 5 1 OOOO al acier Fiat tare Macisarrs EST i aaoi fike EU pih On map P iee paH Marmitacser mr Fra ea 1 Clicking the link of an item will take you in to the details E J l 4 1 ao Br m 73 ip gel mj rocServe Loos mae rT Let Qi acmins riire fy Log nit Currency RAFIT Homes pue CACHE branch chong Basket FX Shopping lists F E i 5 Es Rem deal mas E LL TE H E Blackberry 8520 Curve ee mepri pi Menger RESTE Fos vs ata RTE CHECS Te es sert en Lan Li De OM rbh Cest Grae utd face Order 7 Free in tiry i ES AT Case Seth ep ETS oe Cmarge Price E dE GOT pach Payee SECRET tamt LP LEE RE epp fencer a Pnong gare Four aq Prag Meng ant Dr 2 The Smart Form details can then be completed as required ProcServe Holdings Limited 2012 ProcServe Smart Forms ee ProcServe ProcServe Holdings Limited 2012 Adding Items to your Shopping Cart ES 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 you
65. ck the Add button to validate the Supplier details and if valid save them The following example shows a completed Add Supplier page Supplier Total Paper Supplies Seas Total Paper Supplies DUNS number 12345677 Femi Address lean Lane City Town Tonbridge County ENT Country UNITEDKINGDOM o CS Post Code TN9IGH Jimmy Gross S x Contact Name Enter the name of the person you would like to contact at the supplier when inviting them to join this marketplace JimGross TPS com Contact Email Enter the email address of the person you named above OrdersQ TPS com Order email Enter the email address that orders to this supplier from your chosen buying organisation should be sent to Add this supplier to my Top targets J e When you click the Add button the system shows your supplier added to the Last 5 Supplier list in the Search All Invited Suppliers tab Tip Clicking the blue flag will 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 Last 5 added suppliers Sate Originally Total Date Basic 101 Basic procs co uk Basic 101 666000101 Edit ProcServe HE 2008 General Demo Supplier 1 11 m Schools 084983023 Ppssupplier1 hotmail co uk Demo Buyer 1 December Supplies Ltd Edit 2008 13 Janua C rpc 112255448 bob ianmichell ed Edit ProcServ
66. come Enhanced All three email types will include detalla on how to register aa an Enhanced Supplier ProcServe Receive email orders as Basic Supplier Login to Registration process Supplier Portal Homepage Supplier is now an Enhanced supplier and stan providing Catalogue Content Admin Menu Supplier Management 2 3 4 2 The Supplier Management Page Overview This describes the Supplier Management page The Supplier Management page covers three areas Suppliers you have selected to focus on as part of your supplier Top Targeted Suppliers adoption programme Using the Search All Invited Suppliers tab you can add Suppliers Search All Invited Suppliers to your Top Targeted Suppliers tab so they can be accessed immediately This tab contains a list of all Suppliers now registered including Now Enhanced Suppliers their Enhanced Supplier status and the date they completed their registration Note Once the Supplier details have been bulk uploaded to the console they will be vewable within the Search All Invited Suppliers tab Locating the Supplier Management Page The following steps describe how you locate and use the Supplier Management page 1 Navigate Admin Menu gt gt Supplier Management 2 The Supplier Management page is displayed Supplier management Top targeted suppliers Search all invited suppliers Now enhanced suppliers The Supplier Management page tabs are des
67. 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 a EM The following list describes how to use this page Create New Shopping List Li 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 3 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 B Company shopping lists _ Group shopping lists Last modified Name Description Mark My favorites Aug 5 2011 fortnightly stationery order Order fortnightly starting 08 08 oO Aug 5 2011 Computing accessories General computer goods E Aug 5 2011 Sporting goods Regularly ordered sporting items o 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 groups of users Note Only authorised employees can create and change these lists
68. cribed in the steps below e Top Targeted Suppliers e Search All Invited Suppliers e Now Enhanced supplier ProcServe ProcServe Holdings Limited 2012 Admin Menu 37 Supplier Management 3 Top Targeted Suppliers Tab Suppliers you have selected to focus on as part of your supplier adoption programme You can also email one or more of your suppliers Supplier management Top targeted suppliers Search all invited suppliers Now enhanced suppliers Top targeted suppliers 3 of 3 Supplier er Total Date Cleveland Clinic procserve rob proc 06 January 0 g Su 726208728 Eit Eat ProcServe 2009 New Paper Jim Bouy 16 February OIER su ee ey e Be John Smithers 16 February Pencil House O 234567890 ProcServe A pic Johns Pencil com Edit 2009 Toggle all Email selected 4 Search all Invited Suppliers Tab The search all invited suppliers tab allows you to search for an invited supplier add a supplier to your targeted list send an email to previously invited suppliers and work with supplier details You can search all invited suppliers who have not registered yet Supplier management Top targeted suppliers Search all invited suppliers Now enhanced suppliers enhanced suppliers Search all invited suppliers Scarch for A supplier D E Last 5 added suppliers DUNS he aS Total TERE Cleveland Clinic 06 January 0 4 een 726208728 Rob orocserve rab proc Edit 2009 Jim Bouy Jim NewP
69. d language Role Data Feed s Catalogue view s Save Changes Edit User Nick Anderson Mr v Nick Anderson Active nickanderson agbuyer Inick ridgepc fsnet co uk Inick ridgepc fsnet co uk ADAM BUYER ORG LANTERN HOUSE GU14TX GUILDFORD UNITED KINGDOM gt English UK Buyer Basic F Buyer Super User NF Welcome message F News F Message Of The day View 1 Add another view 11 The following is displayed and can be edited Title First Name Last Name Username Email Address Confirm Email Address Organisation Default Address Telephone Number Fax Number Optional Preferred Language Data Feeds Catalogue Classification Views Mandatory Cannot be changed Mandatory Mandatory Cannot be changed Mandatory Optional Optional Mandatory Admin Users Only Admin Users Only Not used by organisations who access the system from their P2P system Note Changes to a user profile may not be completed until after the user logs back into the system ProcServe Holdings Limited 2012 ProcServe Admin Menu Admin Menu Edit Organisation 2 3 3 Edit Organisation 2 3 3 1 Organisation Overview This describes how organisations are managed within ProcServe Basic Details This is the information that defines your organisation These are the settings that define what you see the look and feel of the System Settings web pages and how you want your password b
70. d 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 Keywords 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 Q31376 Address Books Hard Backed Book and Paper address book Co with tabs Size A4 R5C945 A4 Books A4 Size Books Book and Paper aa 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 process ProcServe Holdings Limited 2012 ProcServe Overview of Catalogue Searching E dependant on what you want to search for e Exact Word Search lf 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 N
71. date Catalogue Create Price Contract Ref File from PCB Set Catalogue Header to Multi Buyer Status Created or Update Expected Notify ProcServe Helpdesk of Secondary Buyer s Create Catalogue Workflow Validations Set Export Settings Select Catalogue and Click Continue Without Import Import Images Validate for Supplier and Release to Buyer Validate as Buyer Send Price Contract Ref Upload Price Contract Ref File to Secondary Buying File Org s Await for confirmation that all secondary orgs have uploaded Validate price contract reference and delivery charge files Approve items Buyer Review Schedule Release RELEASE CATALOGUE ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Importing your Catalogue BMECat File 4 4 2 Importing your Catalogue BMECat File lf the catalogue is new then the multi buyer process can begin with the initial upload of the BMECat file lf 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 BMECeat 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 toniariffiths toni
72. ddresses are unique within ProcServe they can only be used once 5 Save Changes Button When you have finished making changes to your profile you click this button to validate and if valid save your changes Note Changes to your profile may not be completed until after you log back into the system Password change This area allows you to change your password Change your password Please note that your password for security reasons must follow these rules Minimum of 6 character s Enter your current sssssssss password Enter your new lecccccccce password Please re enter your eosssssses new password 6 Enter your existing and new password to change your password The entries are validated and if valid the system will display a message Success You have changed your password The next time you log in you wil need to u se this n ew password Memorable Word Change This area allows you to change your memorable word ProcServe Holdings Limited 2012 ProcServe Getting Started My Profile Change your memorable word This is a word that is personal to yourself easy to remember and can be any word that you choose to use but you must ensure that It is at least 8 characters long It is kept safe and SeCUre The memorable word hint is a reminder of your memorable word in case you forget it Memorable word hint game with ball Save new memorable word 7 Enter your new memorable word
73. e 2009 7 ia Paper Jimmy Gross ADAM 22 February DORN 123456778 a a EE BUYERORG 2009 Your supplier s are now listed in the Supplier Management ProcServe Holdings Limited 2012 ProcServe Admin Menu Supplier Management 2 3 4 4 Adding a Supplier from Supplier Directory Overview This topic shows you how to add a supplier who already exists in the Supplier Directory in the Trading Network to your Supplier Management console Locating the Suppliers to Add 1 Navigate Buyer Menu gt gt Supplier Directory Hello Demo My profile Feedback Log out ProcServe BUYER MENU Supplier Directory Supplier Org Profile gt Start Shopping gt Transactions Back gt Supplier Directory gt RFQ Management gt Free Text Requisitions z 3 Add to Supplier Management list Hide from your buyers gt Service Requests 2 Click the Add to Supplier Management List button Hello Demo My profile Feedback Log out ProcServe BUYER MENU start Shopping Transactions Supplier Directory RFQ Management Supplier Directory Supplier Org Profile 3 The supplier will now appear in your Search all invited suppliers tab where you invite them via email to register ProcServe ProcServe Holdings Limited 2012 Catalogue Shopping Overview of Catalogue Searching E 3 Catalogue Shopping 3 1 Overview of Catalogue Searching Overview The search engine allows you to r
74. e 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 ProcServe Holdings Limited 2012 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 lf 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 Item Number Contract Reference Contract Reference Delivery Charge File from the ProcServe Catalogue Builder Note
75. e 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 tem Doon hozo h tem Doo 635 h 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 tem Number Amount Lowerbound Price Effective Date Price Expiry Date a tem ID1001 10 20 01 04 2011 30 07 2011 item ID1003 tem ID1004 11 00 08 02 2011 30 07 2011 7 08 02 2011 30 07 2011 Item ID1002 5 35 Mo 08 02 2011 30 07 2011 EA ProcServe ProcServe Holdings Limited 2012 Secondary Buying Organisation Loading the Additional Files Multi Buyer Catalogue Load and Configure Initial Catalogue Load 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 EE you are uploading a price list select Pri
76. ease scheduled D amp amp Catalogue properties DEMOCATALOGUE004 1 DEMO Catalogue 4 TEST ae aad Edition of 29 07 2011 Update expected Ba arerRaax Bs REMACATALACHICANR 4 MEMA Patolnann E TEST 2 W Toni Test Buying Cditinn af nomomnaa hovers radna msi me mm om RER amp https saturn pem procserveonline com PCM main load do Internet fa 100 2 Open the header data tab from within the popup General settings Header data Catalogue type Standard supplier catalogue Supplier catalogue for multiple buyers Languages Supplier TEST Edition and version Catalogue identifier DEMOCATALOGUE00_1 Security C Public catalogue Toni Test Buying Organisation 3 gt Agresso Unit 4 Anson AnyCorp Avon and Somerset Constabulary Bank of England Close 3 Select the supplier catalogue for multiple buyers option as indicated in the above image ProcServe ProcServe Holdings Limited 2012 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 catalogue to multi buyer or no to return to the header data tab procserveonline com eccsqeRr amp Changing the catalogue type from Standard supplier catalogue to Supplier catalogue for multiple buyers will have far reaching effects This aleo deletes all the cat
77. eate the Price File Please note you will have to select all items to enable the Excel button in order to generate the report on Pm naa 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 Supplier Item ID Item Number ProcServe Holdings Limited 2012 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 available from the ProcServe Service Desk lf 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 Item Number Contract Reference Contract Reference ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Catalogue Update Process
78. ed 2012 Single Buyer Catalogue Initial Load Configuring Catalogue Workflow E mail settings Automation settings Release settings Release mode New and replace AS s00n as possible se PO Create search database Create incrementally 6 Click on Save 7 Click on close or click outside of the catalogue ProcServe Holdings Limited 2012 ProcServe Single Buyer Catalogue Initial Load Validating your Catalogue 4 24 Validating your Catalogue The catalogue will automatically inherit the standard validation that has been defined for all catalogues in your organisation You are able to change the validations against a specific catalogue if you wish 1 Amending the validation profile from your standard profile Select the validation profile icon for your catalogue ei To change the evaluation against a rule select an option from the drop down list options vary depending on the type of rule Do not valuate gt yt Import blocker Release blocker Informal To add a rule select a similar rule and click on the Create a new rule based on this rule icon ce Th Change the required details and click on save Tip Ensure you give the rule a meaningful name so that others can recognise what that rule checks for Tip Do not amend rules as this amends the rule for all catalogues and organisations on the system 2 Click on the Buyer Review status link for the catalogue Administration stration 1
79. ed to LAN other computers and severs that reside internally within your Organisation This is your organisations 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 ProcServe Holdings Limited 2012 Mass Edit Re ProcServe Catalogue The process of editing multiple items in a single operation Manager p g p al 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 Merchant Capacity 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 Multiple Buyer Catalogue re ProcServe associated with it and contains data for more than one Catalogue Manager Buyer Used to create Assortment Catalogues Multiple Buyer Catalogues are not expo
80. ehaviour defined You cannot change these details yourself These details are normally configured when we create your organisation If you think that settings for your shopping cart quote or other documents need changing please contact support Document Settings You cannot change these details yourself These define the buyer Supplier and admin features you are able to access The default menu for Service Settings each user type is defined by what we have configured for you at organisation level and then by user type If you feel you do not have all the required features you should contact the Service Desk ProcServe ProcServe Holdings Limited 2012 Admin Menu Edit Organisation Overview 2 3 3 2 Edit Organisation Details As a Super user you can make some changes to your organisations details Locating the Organisation Profile Page 1 Navigate Admin Menu gt gt Edit Organisation 2 The Organisation Profile page is displayed Organisation Management View Organisation Edit Profile Overview System Settings ADAM BUYER ORG DUNS number 000000021 Number of users 3 Contact details 3 Editing Organisation Details Select the Overview tab and click the Edit Profile button The following list describes the Edit Overview page Organisation Name Upload a logo Registered Name Website Email Telephone number Fax Number Address City Town County Country Post Code Pro
81. ement ee 26 Viewing or Changing Basic User Details ss nine nen seins 27 ESATE ONG ANS AUO ET PE as Meessen ec aene BPs se Migs tee eaeaSe a E T 30 organis Allon OVerv eW LR RE Re D cents ee ed idea in nee 30 Edit Organisation Detalls cs 2 NA ndlr a ETER ecrit 31 Supplier NARAQEMENL erne nant ses ne es ti 34 Supplier Management Overview iiiiieeeeeeeereeerrrreeeeersseeeeenenneeeeeeeeeeeenn 34 The Supplier Management Page entrant luit is 36 A Gding A SPONGE EL nn demie tee Roi den eme nement 42 Adding a Supplier from Supplier Directory iii 44 Part 3 Catalogue Shopping 46 3 1 Overview of Catalogue Searching cccccccsceeeecceeeeeeceseeeeeeeeeeneeeeneesenseeonseeensasesensasensnees 46 3 2 HOW 10 SCAG Sn a a nn Et ca Ent 49 3 3 Examples Of S archinG sessions anne en in end ein 53 3 4 The hems Details PAR en a E EEEE 56 3 2 COMPATINON OMS saiia a A E EAE E AAE E 58 3 6 SMa FOM ER a a a E a 61 3 7 Adding Items to your Shopping Cart ssssasnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 63 3 8 Working with your Shopping Cart sssssssnsnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 65 3 9 WV OFKING WIT Favourite Srana e a e Ee 67 3 10 WORKING With Shopping LISIS esseci aa Ea E aa aa EaR 70 ProcServe Holdings Limited 2012 User Guide 3 11 Part 4 4 1 4 2 4 3 4 4 4 5 Part 5 9 1 5 2 5 3 5 4 Part 6 6 1 6 2 6 3 6 4 6 5 6 6 Contents Il DOUDIC P
82. ents 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 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 index to run for your users to find the item using the standard search feature ProcServe Holdings Limited 2012 ProcServe Troubleshooting ww 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 h
83. er environment I m Sure you agree that manual paper processes can be time consuming inefficient and a drain on resources 5 1 You can change the subject or the main body of the email For example you may wish to add further contacts details 5 2 When you are satisfied with the email you click the Send button to send it This email will be sent from portal procserve com any replies will be directed to your email address n procserve yahoo co uk The suppliers will be blind copied in to this message and will therefore not be able to see how else you have sent this to The following text will also be added to the email before being sent You can register your company as a supplier fo ProcServe s Trading Network free of charge there are no joining hosting or transaction fees for suppliers on our Trading Network Joining FrocServes Trading Network will give you an Enhanced account With your Enhanced account you can provide content manage your orders and retum elnvoices You can register by clicking on this weblink which will fake you fo our registration site where you can self register To find out more about ProcServe s Trading Network please visit our website at htto www procserve com semices supolierEnablement or contact us at info procserve com Thank you The ProcServe Supplier Team Send ProcServe Holdings Limited 2012 ProcServe Admin Menu Supplier Management 6 Now Enhanced Suppliers Tab This t
84. 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 Requisition re P2P The term used in 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 ProcServe Catalogue Search Shopping Lists can be used puehpmigit les as templates or skeleton orders to avoid the need for searching catalogues ProcServe Holdings Limited 2012 ProcServe 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 The relative path and name or URL of a file 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 Sup
85. g all catalogs are visible Catalogue 1 _ 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 Regardless of catalog all catalogs are visible 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 ProcServe Holdings Limited 2012 ProcServe Administering Existing Classification Views Assignment of classification system EAL UNSPSC 3 1201 M6 10 Live Plant and Animal Material and Accessories and Supplies HA 11 Mineral and Textile and Inedible Plant and Animal Materials ia O 12 Chemicals including Bio Chemicals and Gas Materials H O 13 Resin and Rosin and Rubber and Foam and Film and Elastomeric Materials M 14 Paper Materials and Products Ci O 00 Paper Materials and Products uncoded gt 10 Paper materials OS M 11 Paper products P 00 Paper products uncoded e 15 Printing and writing paper oim 16 Novelty paper ea M 17 Personal paper products f a O 18 Business use papers X 8 When complete click the save icon 3 ProcServe ProcServe Holdings Limited 2012 Updating the Search Index saad 137 5 4 Updating the Search Index Overview This section describes how the search index updates once you have removed or cha
86. g Organisations to Multi Buyer Catalogue ccssccsssssssssssessstsesssssesseesseeeseeens 111 ADOrOVING VOUr CAlAlOQUESS RAR ns see wie A Mere RE RCE TER 113 Buyer Review and Exporting your Multi Buyer Catalogue nennen rennene nennen eenn 114 Secondary Buying Organisation Loading the Additional Files cccccccccecccccccceccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeess 116 Changing the buyer in List Properties iii 118 Multi Buyer Catalogue Catalogue Update Process cccceceeeeeeeeeeseeeeeeeeeeeeeeeeeeeees 119 COMORES nd duree nt cent E te ele 119 hporting the Updated Catalogu 85 Histo ne cade duis sone E A irtineeaevaeeenmanscglalydaualy mrad terrine 120 Creating a Price File and Contract Ref File iii 123 Secondary Buying Organisation Loading the Price and Contract Files cccccccccccccceceeeceeeeeeeeeeeeeeeeeeeeeeess 125 Lead Organisation Approving your Catalogue iii 127 Exporting your Multi Buyer Catalogue siennes 128 Managing Classification Views 130 Managing Classification Views OvervieW ccsccceeceeeeceeeeeeseneeeenseeeseeeeenseseeseseseneeeones 130 Adding a new Classification View c cccccceceeeeeeeeeeeeeeeeeeeeneeeeeeeenseeeeoeensnsaeaeeeesnsaeeeoeens 131 Administering Existing Classification Views si sssssssesesresennnne 134 Updating the Search Index aa en ne 137 Additional Information 139 ADOUU DUNS ESS UT a oi
87. ges for this product 461121 ANEMOMETER YPO Yorkshire Purchasing 13 75 feach On request h E Organisation The database currently contains no images for this product ProcServe Holdings Limited 2012 ProcServe The Items Details Page EI 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 Map Marketing Giant World Political Laminated Map GWLD Supplier Supplies For Schools Supplier part no VMMO05271 D rade Ltd px Bs Manufacturer MAP MARKETING Manufacturer part no GALD gestae EAN Lead time 1 0 day Content 1 Order unit each Order quantity 1 each Increase in order Ei quantity 2 Contract 0 Delivery Charge display Delivery charge 6 95 per order UK Reference Mainl
88. gue 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 Audit Trail re P2P Pay 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 Developers 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 bmecat 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 POS ere 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 enhanced
89. gue 1 Catalog ID DEMOCATALOGUE001_1 mi Reject catalog Validate q release 3 Then click on Release to export the Catalogue Created gt Update expected 7 Supplier review Buyer review Productive Replaced x A General information on validation report for 22 Jul 2011 17 39 07 L Supplier TEST mn Buyer Toni Test Buying Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 Im Back lu Release The catalogue will now be scheduled for release or released immediately according to the release settings configured for this catalogue The catalogue Status will now change to Update Expected ProcServe ProcServe Holdings Limited 2012 Single Buyer Catalogue Updates Overview 4 3 Single Buyer Catalogue Updates 4 3 1 Overview This section describes the process a supplier will follow to load catalogue updates using a BMECa 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 single Buyer Catalogue Catalogue Update Process File Release Catalogue for Check Validation Report Buyer Review and Workflow settings Approve Catalogue Schedule Release RELEASE CATALOGUE ProcServe Holdings Limited 2012 ProcSe
90. gue 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 Advanced search Feature search 003R99107 Search tolerant C Standard assortment 6 tems found Image view p tem no Short description Supplier Manufacturer Image Price Lead time Quantity CI 003R99107 003R99107 XEROX Premium Digital Carbonless Supplies For XEROX 003R 99107 13 26 each 1 0 day 4 F Paper White Pink 44 2 Ply 250 Sets Schools Ltd 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 ProcServe ProcServe Holdings Limited 2012 Examples of Searching Search Advanced search Feature search Image view tem no Short description Supplier Manufacturer Image Price Lead time Do A 1BB Anemometer East Riding of Yorkshire Council ERS 11 65 each 1 0 day 1 F 088059 Anemometer With Product WESTWARD PAPER SALES 14 70 each 2 0 days h CI Guide The database currently contains no ima
91. gue until all organisations have completed loading their files ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Adding Secondary Buying Organisations to Multi Buyer Catalogue ProcServe ProcServe Holdings Limited 2012 Approving your Catalogue Multi Buyer Catalogue Load and Configure Initial Catalogue Load 4 4 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 Catalogue Explorer 1 Select Catalogue Explorer from the Links Menu item search Comparison New Mass editing pri fer Delete _ es a a Standard e x a a Page of1 2 items of 13 selected UNSPSC 8 1201 v S O tem number Short description Manufacturer Manufacturer s item no EAN Lead time Release status 4 History All items in this catalogue 564863008 gt 1 1 Not checked Unstructured item 9 23 Industrial Manufacturing and Proces 564863012 2 1 Not checked GQ 90 Travel and Food and Lodging and Er g 715805 3 1 Not checked Ej 715806 1 Not checked 2 You can now approve and or reject the items loaded Select items by ticking the item box es To select all tick the box above the items The release status for each item
92. hat the organisation has been configured for plus administrative tasks for their own organisation For example they will be able to change some or their own organisation or users details load and approve catalogues Buyer Super User Buyer who can perform a sub set of the services that the i mane veer organisation has been configured for Required to enable authentication to transmit and download System transactions ProcServe Holdings Limited 2012 ProcServe Admin Menu User Management 2 3 2 2 Adding a User Overview You can add a new user to your organisation if you have the role of buyer super user Adding a New User The following steps will show you how to navigate to the User Management page and add new users 1 Navigate gt gt User Management gt gt Add a User Hello justin My profile Feedback Log out ProcServe BUYER MENU Supplier Directory User management RFQ Management Free Text Requisitions Add a user ADMIN MENU Title User Management i gt Add a User First name Last name Supplier Management N Username This will be generated by the system Email address Catalogue Management Edit Organisation Confirm Email address 2 Enter the details of the user Note Email address must be unique for each user 3 When complete click Save at the bottom of the screen You will be shown the success notification as
93. ile 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 Catalogue with expiry items entered with a expiry date will automatically be removed dates from the system when they reach their expiry date e Suppliers should use offline reminders to ensure a revised catalogue is loaded in time Validation Profiles e The PCB will check for many errors therefore it may not be necessary to set a validation rule to Error e Choose the Error evaluation wisely e lt may be useful to standardise validation rules across your catalogues or certain commodities e 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 e Process profiles cannot be copied e For Multi Buyer Catalogues amending the Process Profile will affect all buying organisations Basket e 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 Comparing items e 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 RFQ e Inthe RFQ overview page if the ppen RFQs list is empty you can click the create a new RFQ link to display the w izard
94. 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 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 SD 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 VAT Value Added Tax 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 Servce 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 Zanzib
95. is 100 Time 0 01 v Technical validations 6 Entries Time 0 01 y Content validations 100 2 Time 0 05 9 Import preparations 100 ET 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 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 Cest al damnation on validation pepe for GE Sep HOT ARTS Parad Tam Sores EAN 43 Lu Basar Tan gasses Te Ed Pa a Patu L PS4 154 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 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 ProcServe Holdings Limited 2012 Multi Buyer Catalogue Catalogue Upd
96. 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 tem search Comparison New Mass editing oo ren Delete a Standard v ey S a Page of1 2 items of 13 selected UNSPSC 8 1201 2 O item number Short description Manufacturer Manufacturers item no EAN Lead time Release status 8 History EJ All items in this catalogue 564863008 1 1 Not checked E Unstructured item 23 Industrial Manufacturing and Proces 564863012 2 1 Not checked 90 Travel and Food and Lodging and Er gog 715805 3 1 Not checked gog 715806 1 Not checked 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 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 it is recommended
97. ister 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 vews from here the icon highlighted below is selected to change the corresponding view ProcServe ProcServe Holdings Limited 2012 Administering Existing Classification Views P roc S e rve Logged in as 8 robertpetheram proc Ry Administration amp Log off Currency Me k3 Home page Catalogue search N GEL G E m O Shopping lists Administration Y Classification views for the company Demo Organisation Ge Name Description Extended This is an extended view including additional catalogues ower and above those in the O standard view Standard This is the view available to all users g CA The following list describes how you use the above page to add or remove catalogues to your view Proc S a rve Logged in as amp robertpetheram proc By Administration Log off Currency Eleis PP Home page Catalogue search SUN UNE ECS O Shopping lists Administration Y Edit classification view Extended for the organization Demo Organisation DEMO amp User 3 Bae ay Al Name Extended Description This is an extended view including additional catalogues over and above those in the standard view Assignment of classification system UNSPSC 8 1201 2 C Regardless of catalo
98. k the relevant items and click the Approve icon to the top right of the page Tip If you wish to view an item s detail click the Item number link to display the item details Tip You can approve items one at a time or you can click the left hand column heading box to select all items Note If changes are required then you can both amend through the ProcServe Catalogue Manager Catalogue explorer interface or va the ProcServe Catalogue Builder and re import the file Note Any new file imported will over write the old data where the header data is the same ProcServe Holdings Limited 2012 ProcServe Single Buyer Catalogue Initial Load 88 Exporting your Catalogue 4 2 6 Exporting your Catalogue You can now release your catalogue 1 Click on the Buyer Review link for the catalogue Administration Logged in as t oniariffiths toni Griffiths Toni Loa off ProcServe EE TUE Catalogue a Supplier Buyer Current catalogue ed Current status Links DEMOCATALOGUE001_1 DEMO m M amp 64 C r TEST Edition of 22 07 2011 Buyer revie Catalogue 1 Toni Test Buying Organisation r Ts amp amp x 2 You can now select Schedule Release Created gt Update expected gt Supplier review Buyer review Productive gt Replaced x y rm General information on validation report for 22 Jul 2011 17 39 07 4 Supplier TEST Buyer Toni Test Buying Organisation Catalogue name DEMO Catalo
99. ked 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 extemal catalogs MEL e creo JE Tes 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 ProcServe ProcServe Holdings Limited 2012 Working w ith your Shopping Cart sm 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 External Catalogues 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 deh To cancel the purchase click the Cancel Purchase icon Add Multiple Item s to Check each item to be added and click the cart multiple shopping cart icon Save Changes B You can make changes to the items in the cart For example change quantities Click the Save Changes icon to save your changes Delete Selected Items a Click this item to delete all item
100. le if a Supplier has a catalogue they will be shown as a silver supplier If they remove their catalogue there Status will reflect this be showing the supplier as bronze ProcServe ProcServe Holdings Limited 2012 Supplier Directory 2 2 2 2 The Supplier Directory Overview Buyer Menu You can view Suppliers you trade with or you can search or browse for available Suppliers using the Supplier Directory feature Locating the Supplier Details Page The following steps describes how you locate and use the Supplier Details page 1 Navigate Buyer Menu gt gt Supplier Directory 2 The Supplier Directory page is displayed 3 The Supplier Directory page contains three tabs These are described in the following steps 4 Suppliers my organisation has traded with tab This tab allows you to view suppliers who your organisation has traded with Supplier Directory Suppliers my organisation has traded with Don t see your supplier here Request a new supplier gt First Prev 1 2 Next Last Oxford Computer Consultants Ltd 235221780 3M Healthcare 212340298 A and C Black 210028353 AJS Test3 101010105 DCSF Test Supplier 339911771 DePuy International Limited 896498813 DHL Global Mail Ltd 965317441 ESPI Supplier Account 800000008 Gailarde Ltd 211612478 Keane Ltd 227657251 The following list describes how you use the above tab 0123 02073336176 01706747328 4 2 Supplier List You can
101. lick on Release to export the Catalogue Created Update expected gt Supplier review Buyer review Productive General information on validation report for 22 Jul 2011 17 39 07 Supplier TEST Buyer Toni Test Buving Organisation Catalogue name DEMO Catalogue 1 Catalog ID DEMOCATALOGUE001_1 Edition of 22 07 2011 Buyer bia Replaced Replaced Current catalogue ed Current status Links Me r Bt SP W amp xX x n Reject catalog Validate e x n m Back i Release The catalogue will now be scheduled for release or released immediately according to the release settings configured for this catalogue The catalogue Status will now change to Update Expected ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Overview 4 4 Multi Buyer Catalogue Load and Configure Initial Catalogue Load 4 4 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 Multi Buyer Catalogue Initial Catalogue Load Process Create and send PCB amp BME CAT File to Lead Upload Catalogue load Authority BME Cat File Vali
102. lier listed under the Supplier Directory may not mean they have provided your buying organisations with a catalogue to buy from Supplier Directory Suppliers my organisation has traded with Search all available suppliers Browse available suppliers Supplier name DUNS Category Telephone Number N A OGCBS Supplier 919191919 Basic and Enhanced suppliers All suppliers are assigned a category based on the highest level of enablement they support This category is an indication of their ability and does not mean they support this level of enablement for every buying organisation There are 4 categories of suppliers Basic Bronze Silver and Gold These are explained below aT Basic suppliers have been invited to join the marketplace but have not yet registered They can be viewed in the Supplier Directory and can be used for Free Text Orders They are not able to return elnvoices Bronze Bronze suppliers are registered on the marketplace and are able to return elnvoices and other eDocuments for all buying organisations Guyen Silver suppliers are registered on the marketplace and provide electronic content catalogues etc to at least one buying organisation sus Gold suppliers are registered on the marketplace and have integrated their systems into the marketplace meaning that they can process your orders more efficiently Note The category Basic Bronze Silver and Gold is current status of the supplier For examp
103. liers 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 e 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 updates 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 e 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 ProcServe Holdings Limited 2012 ProcServe Catalogue Import Matrix EF 6 3 Catalogue Import Matrix This provides a list of the activities involved in catalogue import Key to table below Activities T Indicates that the Activity is relevant for the process Indicates that the Activity is not relevant for the process Who Does What D The Buyer does this a The Supplier does this This may be automated The following table lists the activities e g Create ProcServe Catalogue Builder and processes
104. m 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 Click this icon to save any changes to your Shopping List Delete Selected Items Glick 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 e Click this icon to add all selected items to your Favourites fae 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 a Click the Back icon to return to the Shopping Lists page Changes are not saved ProcServe ProcServe Holdings Limited 2012 Double Punch out Sites 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 computer 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 fr
105. me page allows you to access the ProcServe Commerce Network features You can also access your user profile get help provide feedback and log out Note The Home page you see may be different depending on which features you are authorised to use The ProcServe Portal Home Page The following image is an example Home page plus descriptions of the main features Hello Nick My profile Help Feedback Log out ProcServe D ome BUYER MENU Edit this story Start Shopping Welcome to the Portal Transactions 1 1 Supplier Directory Welcome OPEN User 5 RFQ Management Congratulations on signing up to OPEN The Online Procurement for Educational Needs marketplace OPEN has been designed specifically for you to make the Free Text 1 process of buying goods and services faster easier and more simple Requisitions OPEN has real and significant benefits for you The OPEN marketplace Service Requests Provides a single point of access to many suppliers Provides the ability to compare products and suppliers on a single screen gt Supplier Portal 2 Reduces the need to have numerous paper brochures and avoids using out of date prices Creates quicker more efficient transactions and ADMIN MENU Provides the opportunity for making savings through better access to collaborative arrangements SUPPLIER MENU User Management Web Services We hope you enjoy being part of the OPEN community Suppli ane 3 For any as
106. mew Executive World Map Giant world political map featuring countries Laminated map that shows countries clearly defined with political colouring Main clearly defined with political colouring Main Cities and towns clearly marked Time zone cities and towns are clearly marked along clocks country flags and statistics Size O30 with time zone clocks Size 37x59 x 1200mm Scale 1 34 000 000 320 miles 1 hh s0001 inch Laminated MMOS271 Unit of 1 1 Purchase Quantity Image Further tem Information URL tem Information URL documents 5 Differences are highlighted as shown in the above image 6 On the Compare Page you can 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 Remove Item Add to Cart Empty Compare List Click this icon to close the Comparison window and empty the Comparison List ProcServe ProcServe Holdings Limited 2012 ER 3 6 Smart Forms Overview This section describes Smart Forms and how to use them What is a Smart Form 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
107. ministration 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 Update expected search Organization TEST Import blocked Supplier review Buyer review Release scheduled Productive Replaced K Selection Search results System Administrator Premium Content Manager Griffiths Toni TEST Save 3 Click on the relevant users and click on the select button repeat as necessary ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Configuring Catalogue Workflow E mail settings Automation settings Release settings Update expected Seach Organization TEST Import blocked Search results Supplier review Buyer review Release scheduled Productive Replaced Selection Griffiths Toni TEST save 4 Click on any
108. nd not their size spend or relationship with the Buying organisations IT Basic suppliers have been invited to join the Trading Network but have not yet registered They can be viewed in the Supplier Directory and can be used for free text orders As these suppliers are not registered they do not have access to the system and are therefore not able to provide content or return elnvoices Bronze suppliers are registered on the Trading Network and are able to return elnvoices and other eDocuments for all buying organisations siwer Silver Suppliers are registered on the Trading Network and provide electronic content a catalogue or PunchOut connection to at least one buying organisation soo Gold suppliers are registered on the Trading Network and have integrated their systems into the Trading Network ProcServe ProcServe Holdings Limited 2012 Supplier Management Supplier Enablement Process Admin Menu The diagram below outlines the process for inviting and registering suppliers Supplier Management Overview Upload Bulk Upload CSV Template ProcServe Holdings Limited 2012 Identify Suppliers select Suppliers to add to Marketplace Download Bulk Upload CSV Template from Portal Complete Bulk Upload CSV Template View Supplier Directory with new Basic Suppliers Buyer can now send orders vla email Auto Generated Invitation Email Buyer can send Reminder email asking supplier to Register be
109. nged 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 vew 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 ProcServe Holdings Limited 2012 ProcServe Additional Information About DUNS EI 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 douk 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
110. nse from ProcServe Shared Services Limited All rights in BuyerConnect are owned by ProcServe Holdings Limited Printed July 2012 Software Version 4 6 0 User Guide Contents Table of Contents Part 1 About this Guide 2 ET MMYod CUO M stin tn tt ec uae ee etet aa 2 Part 2 Zanzibar Buyer Portal 4 2 1 Gen Starte Ch ESS SSSR a Net NE Reg ue 4 Logging in to the ProcServe Trading Netw ork iii 4 ProcServe Commerce Netw ork Home Page cccccccceceeeeeseeeeeeneaaeeeeeeeeeeeeeesceseeeeeeaaaeeeeeeeeeeseeesssseeesenseeaeeseneeeeees 6 MRONO soeia aurea cece des tusalssansanvexpsudsececdusasuacsan nan suave E E sod mas T E 8 Unlocking y Our AC COU ts ennemi E E 11 F CUDACKS Sn nie eg eu eee eee ee 14 GETING SUDDOF E RENNES sainsasa te dusabuadandh beleaesiswunshvadetsea dunes teiiaberenweVenions 15 22 UV OT MENU arne aaa ae aaa a Ea EEE a sand heceausssesevenmncecn 16 SAR SIMO PION aaea a 16 SHOP ING STVE W EE ARR N UE Cd tnt te ndlr nie 16 Shopping imithe Catalogue SAC nd nus dent nuno mnt 17 Sapper PIFECIONY arrie A a A 18 Supplier Directory Overview sceccu a a a a aia a a 18 Mme Supplier Dreco ya RE a AE E SS 19 The Suppliek PONS PAJE rea A E di neces 22 2 3 AAMIIN MENU isisa e ae Eaa a a ace een en 24 Adminis rator OV CIVICW nel A R uote Moxmnamneure Uaniouuaene 24 WIS CF VIANA COSINE arree aain aer E E E E EE 25 User Management Overview E A EEE A a E EA 25 Adang a USG eeror ce Er RE EE ER EO AE REE AEE T n
111. o 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 Profile 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 ProcServe ProcServe Holdings Limited 2012 Quick Tips ous e The Zip file when opened should only display a list of images and nothing else If you open a Zip file and see another folder in this f
112. o 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 ProcServe Holdings Limited 2012 The PCB is a Microsoft Excel spreadsheet used to contain data that defines catalogues 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 lf a list or page contents
113. om the ProcServe Marketplace 1 Click the Shopping Cart tab 2 The Shopping Cart is displayed Home page Catalogue search Shopping Basket Shopping lists Shopping basket External catalogs 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 RS Components External catalogs RS Components ek and Hickman Ltd SCC 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 ProcServe Catalogue Management Catalogue Management Introduction 4 Catalogue Management 4 1 Catalogue Management Introduction Overview Suppliers can provide buying organisation s catalogues which 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 Net
114. omew Executive World Map Giant world political map featuring countries Laminated map that shows countries Clearly defined with political colouring Main Clearly defined with political colouring Main cities and towns clearly marked Time zone cities and towns are clearly marked along clocks country flags and statistics Size O30 with time zone clocks Size 37x59 x 1200mm Scale 1 34 000 000 520 miles 1 th 30001 inch Laminated MMOS274 Unit of 1 1 Purchase Cuantity Image Further tem Information URL tem Information URL documents Tip If you want to compare items on several different pages of the comparison list you must click on a before you go to the next page otherwise your selection will be lost The comparison list will be 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 ProcServe Compare with this column Comparing Items Fl Compare vith this column Short Map Marketing World Political Map Marketing Giant Work Political description Laminated Map BEX Laminated Map GWLD Price 17 95 f each 30 59 Seach Supplier Supplies For Schools Ltd Supplies For Schools Ltd Supplier part VMMSO001 MMOS 271 na Manufacturer MAP MARKETING MAF MARKETING Manufacturer REx MLD part no EAR Content Order 1 leach 1 each unit Lead time 1 0 day 1 0 day Description Bartholo
115. ontact details for the service desk are shown below and can also be found by clicking Contact Helpdesk at the bottom of each page on the buyer portal How to reach us Comments Email Please provide full contact details organisation zanzibarhelpdesk procserve com name and a description of the support issue query Telephone 0845 6032885 For general queries questions and support issues ProcServe Holdings Limited 2012 ProcServe Buyer Menu Start Shopping 2 2 2 2 1 Buyer Menu Start Shopping 2 2 1 1 Shopping Overview Overview This section provides an overview to the shopping features and the general use of the ProcServe Catalogue Search The following list describes what we have documented to help you shop and create requisitions Shopping home page You start shopping from the Shopping home page o Adding catalogue Items to your Requisition You can browse search or navigate the ProcServe supplier catalogues and add items to your shopping cart as you go o Shopping Cart Your shopping cart is where the items you select for purchasing are stored You can check your shopping cart at any time You can change or remove items and resume shopping You can also view item and supplier details where appropriate o PunchOut The shopping cart page allows you to access supplier catalogues that are not on the ProcServe buyer portal You can then add items from these catalogues to your requisition Making Shopping
116. ote Book and Paper Pad in various 116 630 A4 Writing Pads recycled a4 Book Q3T376 Address Books Hard Backed address book with tabs Size 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 ProcServe ProcServe Holdings Limited 2012 How to Search 3 2 Howto 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 Proc S C rve Logged in as damo PAC Administr ation amp Log off Currency apin igs Home page Catalogue search ST Reta 0 Shopping lists Product
117. plier 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 The directory to which an exported Catalogue file is to be Catalogue Manager copied Thumbnail A small preview of an image Uniform Code Council Also known as GS1US The Organisation appointed by the UNDP 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 UCC 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 UNDP 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 ProcServe Holdings Limited 2012 Glossary 157 United Nations Standard Products and Services Code An
118. pliers tab provides quick access to your most used Suppliers Clicking the blue flag ey 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 ff you have got macros turned off in Excel and 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 It 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 keyw ord search t
119. r Cart Having found the item or items you wish to add to your requisition in the Search page you can now add them to your cart Search Advanced search Feature search map of the world Search tolerant C Standard assortment 283 ttems found page of 29 OO Image view YMM30001 Map Marketing World Political Laminated Map BEX Supplies For MAP MARKETING BEX 17 95 each 1 0 day 1 a Schools Ltd Rir lt i VMMO5271 Map Marketing Giant Yorld Political Laminated Supplies For MAP 30 59 feach 1 0 day 4 Map GALD Schools Ltd MARKETING GALD a 2 If required you can change the quantity and check the box in the right hand column lf 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 sa 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 vie
120. r when you receive a discount for buying larger quantities of this item Required Associated Item s A Required Associated Item s is an item which MUST be purchased if the original item is purchased Optional Associated Item s Optional Associated Item s are not automatically added to shopping basket ProcServe ProcServe Holdings Limited 2012 Working w ith Favourites 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 Su Ur Cam a 0 Shopping lists 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 Tuas Cams m 0 Shopping lists Image view Text view Ho messages 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 3 The following describes how yo
121. rted to ProcServe Catalogue Search see also Free Text Items Goods or services added to a Non Catalogue Items nies g 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 International 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 gov 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 Buying Solutions ProcServe Holdings Limited 2012 ProcServe and strategic partnerships Rigorous tendering and evaluation processes ensure that products and services are checked for quality price competitiveness fitne
122. rve Admin Menu Supplier Management 2 3 4 3 Adding a Supplier Overview This describes how you add supplier details to the system Locating the Add Supplier Page The following steps describe how you locate and use the Add Supplier page 1 Navigate Admin Menu gt gt Supplier Management gt gt Add a Supplier 2 Adding Supplier Details The Add Supplier page is displayed Add a supplier for ADAM BUYER ORG Supplier _ CC N ame DUNS number Address City Town County Country UNITED KINGDOM Post Code Contact Name Enter the name of the person you would like to contact st the supplier when inviting them to join this marketplace Contact Email Enter the email address of the person you named above Order email Enter the email address that orders to this supplier from your chosen buying organisat o Add this supplier to my Top targets qg O The following list describes how you use the Add Supplier page Supplier Name Mandatory DUNS Number Mandatory Address Mandatory City Town Mandatory County Optional Country Mandatory Post Code Mandatory Contact Name Mandatory Contact Email Mandatory Order Email Mandatory 3 Add this Supplier to my Top Targets ProcServe ProcServe Holdings Limited 2012 Admin Menu Supplier Management Check the box to add the Supplier as one of your top target Suppliers 4 Click Add When you have completed all the required fields you cli
123. rve Single Buyer Catalogue Updates Importing the Updated Catalogue 4 3 2 Importing the Updated Catalogue The following steps should be completed by the supplier 1 Navigate Admin Menu gt gt Catalogue Management 2 The Catalogue Manager is displayed Select the Catalogue and the actions that can be completed at this stage will be available gt Catalogue Manager Windows Internet Explorer Ge y https procserveonline com amp IR x 3 Pe File Edit View Favorites Tools Help x Google v Search 7 More gt gt Signin A we Favorites 3 Harlem Renaissance House 3 Best of the Web Channel Guide M Free Hotmail Internet Explorer News Internet Start Quick Search exe ee Toggle Images exe A Sa Catalogue Manager gt 9 d amp b v Page gt Safety Tools e Administration Loggedina Saturn Admin Admin Saturn Log off ProcSe rve Er g DEMOCATALOGUE001_ 1 Q Iig DEMOCATALOGUE001_1 DEMO Catalogue 1 Created Update expected Supplier review Buyer review Productive Replaced x Catalogue file Source Multimedia contents B Source Proqress d Catalogue Overview Page 112 Catalogue a Supplier Buyer Current catalogue edition Current status Links z z DEMOCATALOGUE001 1 DEMO Catalogue 1 TEST amp L Edition of 22 07 2011 Update expected DD 6 1F75 86Bx DEMOCATALOGUE002 1
124. s of Books 217450563 N A B and M Office Machines Ltd 294440524 N A Banner Business Supplies Ltd 236638362 N A Barclaycard Business 548616721 N A Barkers Norman Broadbent 232258157 N A 6 1 Select Letter or Number Click the letter or number 0 9 In the above image B has been clicked 6 2 Results As shown in the above image if one or more Suppliers matched your letter or number then a list of Supplier is displayed You can view the details listed or click a Supplier Name to load the Supplier Profile page ProcServe Holdings Limited 2012 ProcServe Buyer Menu Supplier Directory 2 2 2 3 The Supplier Profile Page Overview The supplier profile page displays supplier information as the result of a search from the supplier directory You can use the supplier profile page to vew supplier details or to hide a supplier so it cannot be used in your organisation Locating the Supplier Profile Page The following steps describes how you access and use the supplier profile page 1 The Supplier Profile page is displayed when you select a supplier in a list in the Supplier Directory Procserve Supplier Support Ltd DUNS number 978320999 Bronze Relationship Your organisation can trade with this supplier Contact details 2 The Supplier Profile Page Details The Supplier Profile consists of the following areas Supplier Basic Details shown above This area displays DUNS Number A DUNS Number is a nine digit code
125. s that have E 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 Fr r Click this item to delete all items in the car Click the OK button to delete the items Click the Cancel button to cancel the deletion 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 Favourites pe You can add all the checked items to your Favourites List for future use Checkout 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 ProcServe Working w ith your Shopping Cart EE Environmentally Friendly Items showing this icon are recyclable bio degradable carbon neutral or otherwise Environmentally Friendly Hazardous ltem Items displaying this icon are Hazardous Materials HazMat Price Break P Price Breaks occu
126. s this amends the rule for all catalogues and organisations on the system ProcServe ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Adding Secondary Buying Organisations to Multi Buyer Catalogue 4 4 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 TUN 0 a U Tappia LL General semation on beet T lor OF 5ap 2011 143641 SSS Canoga Dre L Lee pen iii oye Lire Calle ae CL hi li Lika T PS 39 M F 313 Poara d J Ter Sugpleer See eMart Eaten otor Sunker ni E E E TT You can now take the catalogue through Supplier Review and release to buyer ProcServe 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 catalo
127. 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 tem Number Amount Lowerbound Price Effective Date Price Expiry Date a tem ID1001 10 20 01 04 2011 30 07 2011 item ID1003 tem ID1004 11 00 08 02 2011 30 07 2011 7 08 02 2011 30 07 2011 Item ID1002 5 35 Mo 08 02 2011 30 07 2011 ES ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Catalogue Update Process Secondary Buying Organisation Loading the Price and Contract Files 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 Select the Schema lt i 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 so 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
128. shown below Hello justin My profile Feedback Log out ProcServe BUYER MENU RA User management view User Supplier Directory RFQ Management Back Free Text Requisitions Edit this profile ADMIN MENU User Management i Add a User Supplier Management 4 The new user has been created Log in details will be sent to the email account specified for that user ProcServe ProcServe Holdings Limited 2012 User Management 2 3 2 3 Viewing or Changing Basic User Details Overview Admin Menu You can use the User Management feature to view or change basic details for the users in your organisation You can change address and contact details change the user type e g buyer basic or buyer super user or update the user s classification views Note For any other changes you need to contact the ProcServe service desk Locating a User Account The following steps describe how you access and use the user management feature 1 Navigate Admin Menu gt gt User Management menu option 2 The Find Users page is displayed User management Find Users Search for A User Find 3 You use the search functionality to search for the user you require by name or user ID 4 Enter a search string For example User management Find Users Search for A User NickAnderson Find Note The search is not case sensitive ProcServe Holdings Limited 2012 ProcSer
129. sistance please call or e mail the OPEN Help desk on 0845 600 6736 or OPEN Support News Management Edit this story New functions now available in OPEN Marketplace Admin Catalogue Management There are now two new functions available to you to assist with the procurement ProcServe ProcServe Holdings Limited 2012 Getting Started 7 ProcServe Commerce Netw ork Home Page The following list describes the ProcServe Home page as indicated by the numbering e 1 Buyer Menu Shop and manage your shopping Supplier Directory View your supplier s details e 3 Admin Menu Administer your organisation and users o User Management Edit user accounts o Supplier Management Suppliers you trade with o Marketplace Admin Manage your Marketplace and classification views o Catalogue Management Manage your catalogues o Edit organisations View and edit your organisation e 4 Title Bar Features o Current User The name of the logged in user is displayed o My Profile View and edit your details o Feedback Submit feedback to the ProcServe Team o Logout e 5 Feed Area In the Home page this area holds news and other information of interest ProcServe Holdings Limited 2012 ProcServe Getting Started My Profile 2 1 3 MyProfile Overview You can view or edit your user profile details or change your password using the My Profile page Locating My Profile The following steps describe how to locate and use
130. ss 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 OJEU Official Journal of the European Union OPEN Online Procurement for Education Needs An eProcurement Marketplace solution designed specifically for schools Purchase to Pay or Procure to Pay The procurement pop 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 t
131. ssification Views 5 3 Administering Existing Classification Views Overview This section describes how you can amend classification vews in the marketplace Administering Classification Views 1 Login to Zanzibar 2 Click on Administration 3 Click on Catalogue Access Management Hello justin You last logged in today 5 May MyProfile Feedback Logout Administration Community Management 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 e rve Logged in as amp robertpetheram proc amp Log off Currency al S go Home page Catalogue search Sevens Cas m O Shopping lists News 4 Open Administration Module Click the Administration link as indicated in the above image The Administration module is displayed Proc S e rve Logged in as robertpetheram proc Rhy Administration amp Log off Currency Ee ee Home page Catalogue search SU UN EEE cas O Shopping lists Administration Y Administration A User Catalog views 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 vews please contact your service support team 5 Click on a Classification View to admin
132. standard view Assignment of classification system UNSPSC 8 1201 2 C 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 ProcServe Holdings Limited 2012 Adding a new Classification View Assignment of classification system g UNSPSC 8 1201 wH O 10 Live Plant and Animal Material and Accessories and Supplies ess 11 Mineral and Textile and Inedible Plant and Animal Materials Gi O 12 Chemicals including Bio Chemicals and Gas Materials 1 13 Resin and Rosin and Rubber and Foam and Film and Elastomeric Materiale HG jm 14 Paper Materials and Products P 00 Paper Materiale and Products uncoded E 10 Paper materiala BA j 11 Paper products FJ 00 Paper products uncoded HG M 15 Printing and writing paper oim 16 Novelty paper f a O 17 Personal paper products 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 ProcServe Holdings Limited 2012 ProcServe Administering Existing Cla
133. supplier details Edit button Click this button to edit the relevant contact details Toggle All button Click this to check all unchecked suppliers and uncheck all checked suppliers Email Selected button When you have selected checked one or more suppliers you click this button to email the selected suppliers ProcServe ProcServe Holdings Limited 2012 Admin Menu Supplier Management 5 Send reminder email to Selected Suppliers to register When you click the email selected button on either the Top Targeted or Search Suppliers tabs the following page is displayed Send a reminder email to invited suppliers To rob proc Jim NewPaper co uk richard tuorte com Johns Pencil com Subject A reminder from Procserve Trading Network We recently invited you join the ProcServe Trading Network I notice that you haven t yet registered The ProcServe Trading Network is the preferred method of sending orders to suppliers for several Government Departments and public sector bodies A full list of these organisations can be found on our website listed below We would like you to join the ProcServe Trading Network so vou can provide content for these organisations and return eInvoices to them At the moment they can only send free text orders to SupplierHamet Transacting online has advantages for both buyers and suppliers Removing paper from our transaction processes will save both organisations money and contribute to a green
134. the Catalogue The following steps describe how you upload and configure a catalogue for the first time 1 Navigate Admin Menu gt gt Catalogue Management The catalogue manager is displayed 2 Click on Import Analysis Administration ias tonigriffiths toni Griffiths Toni Loa off ProcServe EE a IE Catalogue Overview 3 Import the BMECat File In the Import Analysis page click the Browse button or enter a path and file name in the source field Note You need to use the BMECat file xml and not the Excel xls file to load the catalogue Li Catalogue import Unknown catalogue Catalogue file SOUP ce Progress File transfer G Hote Select the catalogue file you want to transfer here and confirm by clicking on Transfer 4 Click on Transfer in the top left corner ProcServe Holdings Limited 2012 ProcServe Single Buyer Catalogue Initial Load Importing the Catalogue 78 Transfer Catalogue file Source CADocuments and Settings LONAN My Documents 2011 Consulting Testing 4 SITES Progress File transfer E Hote Select the catalogue file you want to transter here and contirm by clicking on Transfer 5 During the import process catalogue manager will stop the import and you will be prompted to run a catalogue analysis Click on the catalogue analysis link El Catalogue analysis 100 hea EE ES ES eee ae Ee The catalog data are not complete Please open Catalogue Analysis to
135. tion TEST Import blocked Search results Supplier review Buyer review Release scheduled Productive Replaced Selection Sriftiths Toni TEST ES 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 Import blocked Search results Supplier review System Administrator Premium Content Manager Buyer review Release scheduled Productive Replaced Selection Griffiths Toni TEST ProcServe Holdings Limited 2012 ProcServe Single Buyer Catalogue Initial 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 O0 OO OOO 5 Ensure that the Automation settings are set as required Click on Automation Settings AUiOmMaion settings RAgicase settings Ei H k Aled valida z t C1 F1 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 ProcServe Holdings Limit
136. 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 ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Buyer Review and Exporting your Multi Buyer Catalogue 4 4 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 pe iLt ESE hry Cure cole bce Curren satin Lim rs ETC Eames so Buri ut ds mt 22 z 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 Ganenn inion on valerian HT der Sepa 16 1 Fapa d 3 Tip uppis Hei Ceara AR ei DUTEN S Liria a Eaka dia0an EM fat Sann The status will now show as Release Scheduled Check that the release settings are correct and select Release Feng mid ken a ee 1 li Pad F q Heu mi Lu l ri Li fi Ca Lt o BE Ai D _ j Caron beers LE Prog Ji aj aioe oper Miry CEHE alakapp Rion Currer R
137. ton s GLS Education Catt 58 Schools FN Catt 58 gt More selection Suppliers Davies Sports 523 CT Supply Zone 202 YPO Yorkshire Purchasing Organisation 7d NES Arnold 70 CI GLS Educational Sub lies 55 AtoZ 54 MN 561 gt More selection Manufacturer Not specited 7 274 CI MITRE 12 FALLON 11 F liowes g1 gt More selection Search football gt Search for fc A 1000 tems tem no ae 5000796 2000602 1 1560 160379 How to Search 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 ProcServe How to Search 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 Add to Comparison List List E vou can add all the checked items toa You can add all the checked items to a Comparison ns to Favourites Rene re can add all the checked items to your Favourites List for future use Add Selected Item s to Check each item to be added and click the shopping cart cart icon ProcServe ProcServe Holdings Limited 2012 3 3 Examples of Searching Here are some common examples of using the search system Examples of Searching Q
138. tured item GQ 23 Industrial Manufacturing and Proces 564863012 2 1 Not checked 90 Travel and Food and Lodging and Er Fj 715805 3 1 Not checked g 1 Not checked 2 You can now approve and or reject the items loaded Select items by ticking the item box es To select all tick the box above the items The release status for each item is Not Checked You can now inspect each item and reject or approve them or you can approve them all immediately as described below To reject an item check the relevant left hand column and click the Reject icon to the top right of the page The item is now marked for rejection Note You will need to contact your supplier stating the reason why the items were rejected so they can amend their items in the catalogue and resubmit them to the buying organisation to load and or approve as required Approve Items tem search Comparison New Mass editing oo pen Delete z al a NN Standard a E g a Page of1 2 items of 13 selected UNSPSC 8 1201 LM W 2 item number Short description Manufacturer Manufacturer s item no Lead time Release status History El Al items in this catalogue 564863008 1 1 Not checked E Unstructured item GQ 23 Industrial Manufacturing and Proces 364863012 2 1 Not checked 90 Travel and Food and Lodging and Er g 715805 3 1 Not checked gO 715806 1 Not checked When you are sure that an item is correct you can chec
139. u 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 ProcServe Working w ith Favourites Image view MITRE MESH PANNELLED BALL SACK BLACK 13 95 Bulk PK Pencils HB 14 99 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 Yorld 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 Add to Basket 5 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 hopping lists My favorites B C Company shopping lists ea temno Short descrigtion Supplier Service provider Leadtime Price Guentty Amount O rivate shopping lists 4 ir Toria i PSGD80301 MITRE MESH PANNELLED BALL SACK BLACK Davies Sports 4 days 13 95 each Pa 13 95 O GPS500
140. ufacturer Manufacturer s item no EAN Lead time Release status History All items in this catalogue 564863008 1 1 Not checked Unstructured item E 23 Industrial Manufacturing and Proces 2 1 Not checked C3 90 Travel and Food and Lodging and Er Fj 715805 3 1 Not checked EJ 718806 1 Not checked 3 When you are sure that an item is correct you can check the relevant items and click the Approve icon to the top right of the page Tip If you wish to view an item s detail click the Item number link to display the item details Tip You can approve items one at a time or you can click the left hand column heading box to select all items ProcServe Holdings Limited 2012 ProcServe Single Buyer Catalogue Updates Exporting your Catalogue 4 3 4 Exporting your Catalogue You can now release your catalogue 1 Click on the Buyer Review link for the catalogue Administration ProcServe FE Catalogue Overview Loggedinas toniariffiths toni Griffiths Toni Loa off Catalogue a Supplier Buyer DEMOCATALOGUE001 1 DEMO TEST Catalogue 1 Toni Test Buying Organisation 2 You can now select Schedule Release Created Update expected Supplier review Buyer review Productive gt 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 c
141. umbers 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 V L European Article Numbering Widely used bar code EAN 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 eBis standard defining acceptable formats and content for sending documents by electronic means SAP Enterprise Buyer Professional A procurement EBP 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 ProcServe Enterprise Resource Planning systems Example Oracle JD
142. un 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 works 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 m O Shopping lists oduct classes D Search Advanced search Feature search Q Search tolerant 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
143. upplier s details or perform the following tasks 8 1 Download asa vCard Link vCards can be imported into your contact lists for example Microsoft Outlook When you click the link a dialogue is displayed for example Click the Open button to perform the import immediately Note The above example is from Internet Explorer v 7 Your browser may display a different dialogue box File Download Do you want to open or save this file Name 234567890 vcf Type vCard File 248 bytes From demo buyers procserveonline com Oen Swe coca N Always ask before opening this type of file gt While files from the Intemet can be useful some files can potentially Q ham your computer If you do not trust the source do not open or save this file What s the risk 8 2 Add an email Order address for this supplier Click this link to add an email address Enter the email address in the top field Confirm the email address in the bottom field Click the Save email address button to validate and if valid save the changes Email order settings As this supplier is a Basic supplier you can still order from them via email by supplying an email address below Adding an email address will also add this supplier to your organisations Supplier invite list under Supplier management Email order email address Email order confirm email address Save email address ProcServe Holdings Limited 2012 ProcSe
144. 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 Import blocked Search results Supplier review System Administrator Premium Content Manager Buyer review Release scheduled Productive Replaced Selection Griffiths Toni TEST ProcServe Holdings Limited 2012 ProcServe gt 107 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 o0oO000 O 5 Click on Automation Settings and ensure that the Automation settings are set as required E mail settings Automation settings Re iesse setings iomaied import i SUT VAR EN supper E SAT CANOT DUPE Soe reese SLT URS ee pee F1 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 ProcServe Holdings Limited 2012 Multi Buyer Catalogue Load and Configure Initial Catalogue Load Configuring Catalogue Workflo
145. ve Admin Menu User Management 5 Click the Find button 6 If the system finds one or more matching users they are listed Search results for NickAnderson 6 of 6 Added Updated 16 December 2008 22 February 2009 User name nickanderson agbuyer Tip You can also select a user from the list of recently added changed users Last 5 added edited users 16 December 2006 22 February 2009 05 January 2009 03 February 2009 24 April 2006 20 January 2009 Click the user name for the relevant user to display the user details See User Details below 7 Click the user name link for the user you wish to edit 8 The User Profile page is displayed Edit this profile Mr Nick Anderson Status Active Username Email address Organisation Address Telephone number Fax number Preferred language Role Data Feed s Catalogue view s nickanderson agbuyer nick ridge co uk ADAM BUYER ORG LANTERN HOUSE GUILDFORD GU14TX UNITED KINGDOM English UK Buyer Super User Welcome message News Message Of The day ProcServe ProcServe Holdings Limited 2012 User Management Editing a User Account Click the Edit this profile button 10 The Edit User page is displayed Back without saving changes Title First name Last name Status Username Email address Confirm Email address Organisation Default address Telephone number Fax number Preferre
146. view the details listed or click a Supplier Name to load the Supplier Profile page ProcServe Holdings Limited 2012 ProcServe Buyer Menu Supplier Directory 5 Search all available suppliers tab This tab allows you to search for a Supplier within the Marketplace using key words Supplier Directory Suppliers my organisation has traded with Search all available suppliers Browse available suppliers Enter keyword s Once you run a search the results will appear here The following list describes how you use the above tab 5 1 Enter Keywords Enter the key words you wish to search on 5 2 Find Button Click the Find button 5 3 Results If one or more Suppliers matched your key words then a list of Supplier is displayed Search results for proc 5 of 5 Supplier name DUNS Telephone Number IA ProcServe 349363296 Ni 020 7730 9000 ProcServeOnline 10000000 N A Procserve Supplier Support Ltd 978320999 N A You can vew the details listed or click a Supplier Name to load the Supplier Profile page ProcServe ProcServe Holdings Limited 2012 Buyer Menu Supplier Directory 6 Browse available suppliers tab This tab allows you to browse Suppliers within the Marketplace alphabetically or numerically For example Supplier Directory Suppliers my organisation has traded with Search all available suppliers Browse available suppliers B M Browne UK Ltd Brownes GU 965047721 N A Bag
147. w E mail settings Automation settings Release settings Release mode New and replace scheduling As s00n as possible Time e g 23 00 Create search database Create incrementally 7 Click on Save on the bottom right of the pop up window 8 Click on close or click outside of the catalogue window ProcServe Holdings Limited 2012 ProcServe Multi Buyer Catalogue Load and Configure Initial Catalogue Load Validating your catalogue 4 4 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 select an option from the drop down list options vary depending on the type of rule lt Do not valuate gt lt Do not valuate gt 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 a
148. w the contents 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 ProcServe Adding Items to your Shopping Cart 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 The table below highlights the additional options available to you when working with the Shopping Cart External Catalogues rf You can punch out to an external catalogue You can click on the Short Description to vew a more detailed description of the item Cancel Purchase To cancel the purchase click the Cancel Purchase icon Save Changes B You can make changes to the items in the cart For example change quantities Click the Save Changes icon to save your changes Delete Selected Items T 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 Ti 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 amp You can add all the checked items to a Shopping List which you can change and re use later Add to Favourites You can add all the chec
149. want to buy a sponge ball but am unsure exactly what type of sponge ball 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 Feature search Home page Catalogue search Shopping Basket m O Shopping lists Search filter A Search Advanced search Catalogues As sponge ball O Schools Davies Sports Catt 28 O Schools East Riding of Yorkshire Catt 10 Schools Supply Zone Cat 8 7 SCHSYPOCAat1 8 O SCHS_GeneraiSupplies 6 Schoo sTTS Group Limited 3 D Schools AtoZ Cat 3 More selection Suppliers 5 gt T Davies Sports 28 East Riding of Yorkshire Council ERS 10 O YPO Yorkshire Purchasing rganisation 8 Supply Zone 8 O Genera Schools Supplies Ltd 6 GLS Educational Supplies 3 AtoZ 3 More selection Manufacturer Not specified 77 77 Items found Q Search tolerant page Hore OO C Standard assortment Image view tem no Short description Supplier Manufacturer Image Price Lead time Quantity O 29389x FOAM SPONGE BALLS 7CM TENNIS YPO Yorkshire Purchasing 0 28 each On request ie Fl Organisation The database currently contains no images for this product 280895 FOAM SPONGE BALLS 7CM PVC YPO Yorkshire Purchasing 777 pack On request 4 l COATED PK12 Organisation The database currently contains no images for
150. work 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 an 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 ProcServe Single Buyer Catalogue Initial Load 76 Overview 4 2 Single Buyer Catalogue Initial Load 4 21 Overview This section describes the process of loading and configuring a catalogue for a single buying organisation using the Catalogue Management single Buyer Catalogue Initial Catalogue Load Process supplier Buying Organisation Complete PCB Header Data and send to supplier Create and send PCB BME CAT File to Lead Authority Upload Catalogue load BME Cat File Load Image files Create Catalogue Workflows Validations Validate for Supplier and Release to Buyer Approve Catalogue Set Release Settings and Schedule Release RELEASE CATALOGUE ProcServe ProcServe Holdings Limited 2012 Single Buyer Catalogue Initial Load 77 Importing the Catalogue 4 2 2 Importing
151. y entering keywords in the Search field and clicking the Search button Search a 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 EE BE 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 Advanced search Feature search Carriage Fres Modei Name Unit of Purchase Quantity 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 ProcServe Holdings Limited 2012 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 e Product Classes Search filter Cataloques Schools Davies torts Cati 523 Schools Supply Zone Cat 202 SCHSYPOCatH 78 Scans WES Arga Catt 701 Scans Atoz Catt 5d Se

Zanzibar User Manual Release 4.6

Contents

Download Pdf Manuals

Related Search

Related Contents