Supplier Portal Quick Reference Guides

Transcription

1 Supplier Portal Quick Reference Guides

2 Contents Requesting access and logging in to Supplier Portal Managing Advanced Shipment Notices (ASN s) Confirming e-direct deliveries Blue Diamond Amending quantities of orders Support

3 Requesting access and logging in to Supplier Portal In order to get the benefits of the new Supplier Portal you ll need to create an account with us. If you have one already please skip this step and go to page 5. How do I create an account? Go to and click on Create an account in the blue login panel on the right hand side of the site. Fig 1. Fig 2. Create an account Step 2 You ll be taken through to the Your Account page with an account application form. Add your details in the fields provided, under organisation scroll through the dropdown list to find Supplier (SUPP). Once selected the supplier list will appear underneath. Step 3 Scroll through the list of suppliers and find your company name on the list. Once selected click Apply for an account. On receipt of your request we will you shortly after with a username and password to access Supplier Portal. Fig 3. Create an account 3

4 Requesting access and logging in to Supplier Portal Logging in to Supplier Portal Go to and click on Suppliers in the main navigation bar at the top of the page. Fig 4. Step 2 You ll be taken through to the Suppliers page. There are two ways to access Supplier Portal on the page, one in the Suppliers sub-menu and one in the left hand column as shown here. Fig 5. Suppliers Homepage Step 3 You will now be on the Supplier Portal Login page. Enter your login details to access the Portal. If you have just created an account, you can find these details in the confirmation we sent you. Fig 6. Supplier Portal Login 4

5 Managing advanced shipment notices (ASN s) Creating an ASN An ASN is created by assigning orders to a delivery point on a particular date. Select e-commerce > Advanced shipment notices > Create ASN from the Portal menu. Fig 7. Supplier Portal Menu Step 2 First select the Delivery point from the dropdown list. Then click Delivery date and choose a date from the calendar. Any orders that meet the criteria selected will then be listed. Fig 8. Select delivery details Step 3 Choose whether you are making the delivery (Direct) or someone else is delivering on your behalf (Carrier). If you select Carrier, the Number of pallets and Number of cases text fields are hidden. Fig 9. Select delivery type 5

6 Managing advanced shipment notices (ASN s) Step 4 Select the orders from the ones displayed that are to be grouped into this batch and click Create. The ASN is created and is instantly available at the top of the page. Fig 10. Orders available Fig 11. ASN created Step 5 The ASN is created and is instantly available at the top of the page. To print the ASN click on the PDF icon at the top of the page. Step 6 Contact bookings to arrange a delivery slot using the details below: bookings@supplychain.nhs.uk 6

7 Confirming e-direct deliveries e-direct deliveries are those that you deliver directly to the customer. For you to be paid for these orders, you need to confirm that the delivery has taken place. Select e-commerce > e-direct delivery confirmation from the Portal menu. A list of delivery dates is then shown, with an indication of the number of orders for each day. Fig 12. Supplier Portal Menu Step 2 - Viewing an order Click View to the left of a delivery date to see the orders for that date. Fig 13. Order select Step 3 - Confirming an order To confirm that an order has been delivered, and that the quantities are as stated in the order details, select the order and click Confirm. Fig 14. Confirm order Step 4 - Amending an order Fig 15. Amend an order To check or change details of the order, or amend order quantity, click the order number. 7

8 Blue Diamond e-direct deliveries are those that you deliver directly to the customer. For you to be paid for these orders, you need to confirm that the delivery has taken place. Select e-commerce > e-trading order status from the Portal menu. The first page that opens lists all orders received over the last 120 days, with the most recent at the top. Fig 16. Supplier Portal Menu View order You can see details of all orders in a batch by clicking the view order icon in the Orders column on the left of each row. Produce report You can produce a report of every order in a batch in PDF format (for printing) by clicking the PDF icon on the right of each row. Fig 17. e-trading Order Status Print labels You can print labels for Blue Diamond and e-direct orders by clicking the appropriate icon in the Labels column see Printing labels for non-stock products 8

9 Amending quantities of orders You can only amend quantities for orders where the delivery date is in the future (the delivery has not happened) and when the order is not for the Home Delivery Service (HDS). Changing the order quantity On the main order screen as shown on the previous page, click the view order icon. Step 2 This will display all orders within the selected Interchange batch. To make a change click on the order number to the far left. Fig 18. Interchange orders Fig 19. Individual orders Step 3 To change the quantities of the orders delivered, change the number in the amend column and then click Amend order. Fig 20. Amending order quantiy Amend order is not enabled until you have made a change either to the delivery date/courier or to a quantity. The Labels column and Print all labels are only shown for stock orders. The changes you have made to the order quantities are shown in brackets as they have not yet been processed. Fig 21. Amends made to order quantity 9

10 If you require any help or assistance with the new Supplier Portal please contact us using our dedicated Supplier Portal helpline on