1 Big Lots Vendor Compliance Web Portal User Guide - Vendor 1. To login to the system for the first time: Open the New User Notification Invite that you received. Write down your User ID because you will need it soon, then click the Click here to respond to Invitation link in the . The User ID and Address are below your link. Type your Address in the fields. Click Continue. A new page displays. In a moment, you will receive an containing a Security Key. When you received the , open it and copy the security key. 1
2 Type the Security Key and click Continue. A new page displays. Response to the Invitation. If you select No, please enter a reason for not accepting the invitation in the Reason field. If you select Yes, you do not need to enter a reason. Click Ok to continue. Click Login to application? link. After clicking Login to application, you will be brought to the screen where it asks you to create a password. 2
3 Type your New Password and retype a password of your choosing. Click Ok. The Actionable Intelligence user interface opens. 3
4 2. When you log into Actionable Intelligence, you will see your Dashboard. The Dashboard fills most of the page. It displays a high-level view of various tasks, statuses, issues, and other information. It contains Messages, Tasks, and Announcements components. You can view your Messages, Tasks, and Announcements components at the upper right side of the page. 3. You will have one Not Started task on your Dashboard; click View to view the task. Task 2.0 Review Compliance Policies Select the 2.0 Review Compliance Policies task Click Take Action Read the Instructions and check the Yes box Click Save & Close Task A new task page will display 4
5 Task 3.0 Download Instructions for Onboarding Select the 3.0 Download Instructions for Onboarding task Click Take Action Click Download Click Done after you have downloaded the Instructions A new task page will display Note: If the Internet Explorer security message appear on your screen, click the message and select Allow Blocked Content > click Yes 5
6 Task 3.1 Review Merchandising Select the 3.1 Review Merchandising task Click Take Action Review the Vendor Management Onboarding Merchandising Check the I Agree box Click Save & Close Task A new task page will display Task 3.2 Review Vendor Compliance Information Select the 3.2 Review Vendor Compliance Information task Review the Vendor Management Onboarding Vendor Compliance Check the I Agree box Click Save & Close Task A new task page will display 6
7 Task 3.3 Review Invoice Requirements Select the 3.3 Review Invoice Requirements task Review the Vendor Onboarding Accounts Payable Check the I Agree box Click Save & Close Task A new task page will display 7
8 Task 3.4 Review Finance Information Select the 3.4 Review Finance Information task Review the Big Lots Early Payment Financing Program Overview Check the I Agree box Click Save & Close Task A new task page will display 8
9 Task 4.0 Download Guide Select the 4.0 Download Guide task Click Take Action Click Download Click Done after you have downloaded the Guide Note: If the Internet Explorer security message appear on your screen, click the message and select Allow Blocked Content > click Yes 9
10 Task 5.0 Test Knowledge Select the 5.0 Test Knowledge task Click Take Action Answer the questions and click Save & Close Task Task 6.0 Download T and Cs Select the 6.0 Download T and Cs task Click Take Action Click Download Click Done after you have downloaded the PO Terms and Conditions Note: If the Internet Explorer security message appear on your screen, click the message and select Allow Blocked Content > click Yes 10
11 Task 7.0 EDI Supplier Form Select the 7.0 EDI Supplier Form task Click Take Action Enter the information and check the I Agree box Click Save & Close Task 11
12 Task 8.0 Assign Roles Instructions Select the 8.0 Assign Roles Instruction task Click Take Action Read the instructions and check the Yes box Click Save & Close Task 12
13 Task 9.0 Assign User Roles Your User ID has been created by the system, please memorize your User ID. You will be asked to enter your User ID when you login to the system. Please read the following instructions if you want to create a new user for your company. Select the 9.0 Assign User Roles task Click Take Action Click New to create a new user and assign to new role Type the information on the fields and select the Access Role for the user Or if you are the only user within your company, double click the primary contact Enter your first and last name Enter your address Please memorize your User ID Assign all roles to yourself, check all of the boxes on the Access Roles Click Save Note: Each role must be assigned to at least one person in order to complete the task. If you are the only user within your company, you will need to assign all roles to yourself. 13
14 4. To login AFTER the first time: Go to the AI website URL for your portal. Type your User ID and Password, then click Login. Note: If you forget your password, click the Forgot your password? link to receive a new password. 5. When you log into Actionable Intelligence, you will see your Dashboard. The Dashboard fills most of the page. It displays a high-level view of various tasks, statuses, issues, and other information. It contains Messages, Tasks, and Announcements components. You can view your Messages, Tasks, and Announcements components at the upper right side of the page. 6. If you want to view your Important, Normal or All messages: Click the appropriate View button to display a list of messages Open Message(s) and respond appropriately When you are finished click Close 14
15 7. If you want to view your Overdue, Not Started, or In Progress Tasks: Click View for that category Select My Tasks and the Status of the task Select the Max Results to 1000 Click Apply Click Close to close the open task Note: You can view your tasks in Task on the Dashboard when you login, or you also can click Home or Deduction on the navigation page (left menu) to view your tasks. Note: If the Internet Explorer security message appear on your screen, click the message and select Allow Blocked Content > click Yes 15
16 8. If you want to Take Action for a Task: Select the task for which you want to take action Click the Deduction link to view the detail of the issue Click Comments to view the comment or Attachment to view the picture Click Close to return to the Deduction Task 16
17 Click Take Action to dispute a deduction Select Yes to dispute a deduction Click Save & Close Task to save, or Close to cancel A new page display Click Close to close the task 17
18 You will have a new task name Dispute Select the task and click Take Action The Deduction Task Action > Dispute page display Type the comment Attach the supporting documentation or picture for the action Click Save & Close Task Note: Your request to dispute the deduction will be sent to Vendor Compliance Manager. Once your request is approved or rejected then the system will send you a notification. 18
19 9. If you want to Reassign a Task: Select the task you want to reassign Click Reassign In the page that opens, select the person to whom you want to reassign the task Click Save to Save, or Close to cancel 19
20 10. If you want to Print a Task: Select the task you want to print Click Print 11. If you want to Export the task list to Excel: Click Export > Export List to Excel 12. If you want to Refresh the page: Click Refresh 13. If you want to open an Announcement: Click on the Announcement hyperlink After reading, Click Close to close the announcement 20
21 14. In the Dashboard, the Deduction Summary component displays a pie chart representation of the dollar amounts associated with different deduction categories. 15. If you want to change the data represented in the chart: Click Edit Select the parameters Click Save 16. If you want to view a Deduction Issue: (Under Deductions Module) Click Deduction > Deduction Issues If necessary, type the PO# on the Identifier field If necessary, select the Start and End Date from the Calendar icons Select the Status of the deduction from the drop down list 21
22 Click Apply Select the deduction item, then click Open You can view the Deduction Issue s status 17. If you want to view the Comment or Attachment for the issue: Click Comments tab Click Attachments tab Note: If the Internet Explorer security message appear on your screen, click the message and select Allow Blocked Content > click Yes 22
23 18. If you want to categorize and analyze deduction issues in list: Click Deductions > Deduction Analysis Select the filter you want to apply to the project, then click Apply If you want to refine the data further, select options in the View By 1 and View By 2 dropdown lists, then click Apply 19. If you want to view a summary item in graphic form: Select the Category, then click Charts Select the type of chart you want to view, such as Pie Chart If you want to view the detail of the Category click Open Select the deduction item, then click Open 20. If you want to change the Analysis Filter parameter on your Deduction Analysis: Click Deductions > Analysis Filter Click New Type the name of the new filter Select USER in the Access filter Check the Make this a default filter box if you want the filter to be the default filter in the Deduction Analysis Select the Date Filter Type Select the Analysis Period Click Save 23
24 21. If you want to view your Scorecard: Click Production Analysis > Scorecard Select the Analysis Filter and click Apply 22. If you want to change the Analysis Filter parameter on your Scorecard: Click Production Analysis > Analysis Filter Click New > Scorecard Filter Type the name of the new filter Select USER in the Access filter Check the Make this a default filter box if you want the filter to be the default filter in the Actions (In Order) Select the Date Filter Type Select the Analysis Period Click Save 24
25 23. If you want to create a new user within your company: Click Administration > Users Click New Type the information (Name, Phone, Address, User ID, etc) Click Save Note: Select Active on the Active field, select the appropriate Access Roles for the new user that you re created, check the Portal Access and Notification boxes. 25
26 Module Name Pending Summary Information Deduction was created, but has not yet been reviewed by the Vendor Compliance Manager. Approved Vendor Compliance Manager has certified the deduction will be imposed on the partner. Disputed Partner disagrees with the deduction and is disputing it with the Vendor Compliance Manager. No charge Vendor Compliance Manager has certified the deduction is valid, but has decided not to impose the penalty on the partner. Exempt While a deduction would normally apply to a partner, the Vendor Compliance Manager has indicated the partner is not liable for the penalty. Acknowledged Partner has acknowledged the deduction Reversed Vendor Compliance Manager has agreed with the partner s dispute and will not impose the penalty. 26
BIG LOTS VENDOR COMPLIANCE WEB PORTAL USER GUIDE - VENDOR 300 PHILLIPI RD. COLUMBUS, OH 43228 Contents Getting Started...4 Tips for Using Actionable Intelligence... 4 Logging into Actionable Intelligence...
Version: 1.1 Date: 06-May-2014 Introduction Once a new system has been delivered, or an update has taken place, issues could occur, questions raised and new functionality needed. You can register these
How do I sign up for a Canvas account as a Parent? Parents (Observers) can link their Canvas account to their student's account so they can see assignment dues dates, announcements, and other course content.
GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records
How to Login After navigating to the SelecTrucks ATTS Call Tracking & Support Site: www.selectrucksatts.com Select Corporate Link to login for Corporate owned Centers/Locations. Username: Your Email Address
This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module
isupplier User Training Guide Brooks Automation, Inc Overview isupplier Portal is a self service tool that enables Brooks Automation and its suppliers to communicate with each other throughout the procure-to-pay
User manual for Knowledge Center (Portal for Distributors) Page 1 USER MANUAL FOR KNOWLEDGE CENTER - PORTAL FOR DISTRIBUTORS VERSION 3.1 PREPARED BY IVAN TAGILTSEV (IT CONSULTANT) GIVEN IMAGING LTD 02-02-12
Client Timesheet and Expense Instructions Page 1 Log In The web portal allows timesheet approvers to log into the system to view working candidates, approve and reject timesheets, and manage positions.
Web Payroll User Guide 2013 Payroll Solutions, Inc & www.payrollmadeeasy.com Overview Introduction This web-based system was designed to give our clients more access and control of their payroll operations
Set up Delegate & Travelers Setting Up a Delegate and Assigning New Travelers Learn how to Login to Banner Travel and Expense Management Application and to set up yourself as a Delegate and assign Travelers
CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL Table of Contents Open Supplier Network SM Table of Contents 1 How to Get Started..3 Viewing Orders....6 Processing Orders. 12 Exporting Orders...16
Step By Step Guide to Submitting an Electronic Invoice against a Purchase Order through Oracle Fusion Page 1 of 16 v4.00 July 2015 Introduction This guide is to be used by suppliers to submit electronic
TBR System Office Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin 7.0 is a multi-functional
Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...
CORE K-Nect Web Portal Training October 2015 KIOSK Information Systems www.kiosk.com October 2015 Table of Contents Table of Contents 1 Getting Started 2 Logging In 2 Your Account Settings 3 My Profile
Understanding Manage Orders Acknowledge Purchase Orders Logging into the 3M supplier portal (Supplier Direct) will allow the supplier to enter Purchase Order Acknowledgements (POA) directly into 3M s system.
VERSION 1103 01.24.12 SELECTION MANAGER GUIDE Selection Manager: Quick Start Guide PART 1: GENERAL INFORMATION Selection Manager is the hiring official s interface for USA Staffing. In Selection Manager,
Self Service Banner (SSB) Finance I. Self Service Banner Finance Introduction Self Service Banner is a user friendly Banner interface used to research and extract information from the Banner Finance module.
Totally Internet Based Software User Entry Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Adding Users... 1 User Information Tab... 1 Operations Tab... 2 Accounting Tab... 2 Display
MAS 90 Demo Guide: Purchase Order Purchasing is one of the main driving forces behind many companies, so tracking orders is of vital importance. In this guide we will look at where orders are entered and
Purpose Use this procedure to add, change, or remove recurring payments. Trigger Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Prerequisites
Remedy ITSM Service Request Management Quick Start Guide Table of Contents 1.0 Getting Started With Remedy s Service Request Management. 3 2.0 Submitting a Service Request.7 3.0 Updating a Service Request
COSTARS Sales Reporting Manual December 2013-1 - DGS/COSTARS website Suppliers access the COSTARS website through the DGS website. Follow the steps below to navigate to the COSTARS website. 1. Navigate
PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet
ADIB Learning Management System Employee User Manual ADIB Academy Application 1 P a g e Table of Contents 1. Learning Management System (LMS) Overview:... 3 1.1 LMS Login Page:... 3 1.2 Logout:... 3 1.3
PICO Portal Integrado del Comerciante (Integrated Merchant Portal) User Manual August, 2015 Table of Contents PICO Home Page... 4 New User... 5 Create User steps... 6 User log in... 9 User name recovery...
FILING REPRESENTATIVES TRAINING ONLINE COURSE SCHEDULING USER GUIDE October 18, 2013 Online Course Scheduling User Guide Page 1 of 28 TABLE OF CONTENT 1 ABOUT THIS DOCUMENT... 3 2 REGISTRATION... 4 2.1
End User Guide Version 8.0 Table of Contents About this Guide... 5 Using this Manual... 5 Audience... 5 RedCarpet Overview... 6 What is RedCarpet?... 6 Who Uses RedCarpet?... 6 How Do I Get Started?...
OVERVIEW This User Guide is an overview to understand how to access the isupplier Portal, navigate through the system and understand the notification sent from the automatic system email notification to
Vico Licensing Management System User Guide Table of Contents Introduction to Vico Licensing Management System... 3 Login and Password... 3 Account Details Page... 4 Vico Contact Tab... 5 Account Details
Q360 Technical Staff Mobile Application The objective of this document is to outline the steps to manage tasks in the Q360 mobile application for a new customer installation. Pre-requisites: Project has
Online Appointments (Patients) Overview Once the patient has registered and activated their account they can use the modules available at the practice. This section of the user guide details how the patient
United Arab Emirates Federal Authority For Government Human Resources User Guide BMC Remedy Support System User Guide BMC Remedy Support System Releases: Bayanati Self-Service User Guide Version 1.0 Bayanati
QuickBooks Business Accounting Software 2013-2006 for Windows Account Conversion Instructions for Web Connect to Direct Connect QuickBooks Business Accounting Software 2008 2010 for Windows Account Connect
MySupplier Portal Pitney Bowes is pleased to announce a new service for our suppliers. Our new Supplier Portal enables companies who supply Pitney Bowes with goods or services to view invoice status over
MUNIS Leave Request System (Employee Self Service) Time Off Approver The MUNIS software system will be utilized by all employees to request time off beginning April 2, 2014. REVIEW AN EMPLOYEE S TIME OFF
Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:
QuickBooks 2016 Getting Started Guide for Financial Institutions Financial Institution Support OFX Connectivity Group Table of Contents QUICKBOOKS 2016 FOR WINDOWS GETTING STARTED GUIDE... 3 ABOUT THIS
Welcome! This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events
TWO WAYS TO SCHEDULE A SCOPIA VIDEO CONFERENCE BASED MEETING. 1- SCOPIA USER PORTAL 2- OUTLOOK SCOPIA MEETING PLUG-IN USING IVIEW SCOPIA USER PORTAL TO SCHEDULE A MEETING: GO TO: http://iview.utoledo.edu:8080/
Page 1 of 6 Tips & Tricks Guide to Accessing and Navigating Around the ABB Customer Portal and Downloading LinkOne Software The purpose of this document is to assist users to access the ABB Customer Portal
Frequently Asked Questions What is happening to the current Bill Pay system? We are upgrading the current system in an effort to provide you with a richer online experience. The updated Bill Pay will feature
Yo-Mart Training Manual Requestor/Shopper Login url: http://www.appleap.appstate.edu/yomart_home.html You may also access Yo Mart on the Appleap website by clicking on System Access and then Yo Mart Shopping.
Resorts World Sentosa Purchase Order Acknowledgement (POA) and Placing Bids User Guide for Vendors Page 1 Contents INTRODUCTION...3 PROCESS FLOW...3 1. Purchase Order Acknowledgement...3 1.1 PRINTING OF
SharePoint Project Management Tools 1 P age W elcome to Tyler Implementation! Over the years, Tyler has continuously revisited and refined its Implementation processes in order to benefit from years of
Quick Start User Guide Table of Contents Getting to Know CRM... 3 Importing Your Contact Information from Outlook and Excel... 6 Using Your Calendar... 11 Managing Tasks, Events and Marketing Programs...
ver 11.03.10 LONE STAR COLLEGE SYSTEM ISTAR SUPPLIER/BIDDER PORTAL INFORMATION PACKET A Company s Guide to istar Lone Star College System 1 TABLE OF CONTENTS Chapter CONTACTS......................................................................
1 Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. You will need to enter your Email Address and Password assigned to you by your Agent.
Document Overview This document is being provided to explain how to request a SedonaOnline password and how to use SedonaOnline to submit and view Support Tickets. Our company utilizes the SedonaOffice
Help Desk Web User Guide 1 P age Contents Create an Incident... 3 Classifying Category... 3 Describe Incident Request... 3 Add Attachments to the Request... 4 Requests... 4 Request List View... 5 Modes
QT9 Supplier Portal Support is Free. Please contact us via the Contact Support help icon on the top of the screen or at our contact information below: QT9 Software Toll Free: (866) 913-5022 Email: email@example.com
Welcome to the NEW Esso Fleet Online Designed to make your life easier and save you money. We are pleased to announce exciting new features on Esso Fleet Online. Please take a few minutes to read all about
ARIBA Contract Management System User Guide to Accompany Training Technical Training Team 6/29/2010 Table of Contents How to use this Guide... 4 Contract Management Process... 5 ARIBA- Getting Started...
How to Use the H-ITT Analyzer Version 2.4.4 I. Preparing to Use Analyzer: Adding Your Class II. Introduction to the Analyzer Interface III. Sync Your Class Roster in Analyzer IV. Update Your Class Roster
Online Services through My Direct Care www.mydirectcare.com WEB PORTAL Employers and Employees associated with Consumer Direct have access to online services available through a secure website www.mydirectcare.com.
Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement
NYC Common Online Charter School Application Admin Guide In this guide, you will find information about the following features: How to log in How to view or export basic data 1. Application index How to
HELPDESK SYSTEM (HDS) USER MANUAL Release No.: 2.0 prepared by OMESTI Berhad. TABLE OF CONTENTS 1.0 HOW TO ACCESS THE HELPDESK SYSTEM (HDS)... 1 2.0 HOW TO REGISTER NEW USER... 2 3.0 HOW TO RECOVER PASSWORD...
IBM TRIRIGA Version 10.0 Procurement Management User Guide Copyright IBM Corp. 2011 i Note Before using this information and the product it supports, read the information in Notices on page 232. This edition
Upgrade of Business Systems Data Warehouse Reporting The Business Systems Data Warehouse Reporting System was upgraded to a new version of Business Objects the weekend of December 12 th. The current system
Topic: Blanket Declaration Records What s Inside: What is a Declaration? Page 1 Who Can Create a Declaration Record? Page 2 Granting User Access to Declaration Records Page 2 Portal Account Instructions
Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting
ProvisionPoint Delegate Admin Thursday, March 24, 2011 Contents ProvisionPoint Overview... 3 ProvisionPoint Login... 3 Invite New Users... 4 View New User Requests... 5 Quick Approve/Approve New User Requests...
ACT State Testing Online Services Tutorial Back-up Test Supervisor Version Released July, 2009 2009 by ACT, Inc., All rights reserved. Back-up Test Supervisor Online Profile Form Introduction The Back-up
Bidder s User Guide For Online E-Tendering System Introduction to the User s Guide The User s Guide is a documentation regarding all the features of Bidder Online E-Tendering System. It explains how the
WELCOME! The College Faculty Salary and Credentialing System has been developed to streamline the process of Salary Placement and Credentialing submission, review, and approval. Features include: Secure
CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) VERSION 2.6 (REVISED APRIL 2012)... I INTRODUCTION... 5 Helpful Hints... 5 Pop-Up Blockers... 5 Users... 6 CPUC Staff Administrator...
SAP Business Intelligence ( BI ) Financial and Budget Reporting 2nd Edition (Best Seller Over 1,000,000 copies sold) August 2009 Table of Contents Log In... 1 Initial Variable Screen... 4 Fund Center Hierarchy
InformationNOW System Preferences About this Guide This Quick Reference Guide provides an overview of all options within the System Preferences menu except for Setup. For details regarding the Setup menu,
Ariba Network PO & Invoice Guide Content Introduction Purchase Order Management Order Confirmations Ship Notices Invoice Practices Before you Begin Invoicing Viewing Customer Invoice Rules Electronic Invoice
isupplier Portal Users: Quick Reference Guide Purpose This quick reference guide (QRG) provides an overview of the isupplier Portal. This guide will help you in performing various tasks in the Portal using
Customer Management Work with the Leads Database & Lead Entry The Oasis-CRM Leads Database is quarantined from the main Oasis-CRM accounts and contacts database until they are converted to a prospect or
Step By Step Guide to Requesting a Change to a Purchase Order through Oracle Fusion Page 1 of 13 v1.00 Introduction This guide is to be used by suppliers to request a change to a Purchase Order through
georgia tax center Quick Reference Guide 1 Table of Contents 1. Forgot Password or Username.. 3 2. Create a New GTC Profile.. 4 3. Register a New GA Business.. 5 4. Add Accounts to my GTC Profile. 6 5.
Start Guide Salary Payments for Sage Pastel Payroll & HR 1 Our easy to use guide will get you up and running in no time! Sage Pay allows you to seamlessly transfer your salary payments from Sage Pastel
February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering
University of California, Berkeley How to Pay Your UC Berkeley BFS Account Online by echeck Step-by-Step Guide for Non-Student Customers 2014 Table of Contents Overview... 2 Step 1: Log into ebill... 2
Wentworth Institute of Technology Performance Management Supervisor s Guide A Step-By-Step Supervisor s Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin