Partner Guardian Training Guide HomeDepotLink & HDConnect

Transcription

1 THE HOME DEPOT Partner Guardian Training Guide HomeDepotLink & HDConnect Presented by: Merchandising Operations Training & Support

2 Overview Introduction This document contains Partner Guardian Training for HomeDepotLink Partner Guardians and HDConnect Service Provider Guardians. Click here to access the HomeDepotLink Partner Guardian Training Guide. Click here to access the HDConnect Service Provider Guardian Training Guide. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 2

3 THE HOME DEPOT Partner Guardian Training Guide HomeDepotLink Presented by: Merchandising Operations Training & Support T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 3

4 REVISION HISTORY: Partner Guardian Training Guide Version Changes Modified By 1.0 Document Created Merchandising Operations T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 4

5 TABLE OF CONTENTS Overview... 2 Introduction... 2 OVERVIEW... 6 Introduction... 6 Objectives... 6 First Time Setup... 7 Setting up Accounts... 7 Maintaining Individual User Accounts... 8 Accessing User Information... 8 Adding a New User... 9 Managing Requests Removing/Inactivating a User Editing a User Data Management General, Payment, Shipping Information General Tab Payment Tab Shipping Tab Updating Addresses Editing Applications/Reports Maintaining Store Contacts US Merchandise Supplier Only Adding a Contact Editing/Deleting a Contact Maintaining Primary Contacts T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 5

6 OVERVIEW Introduction This document is intended for the following: Partner Guardians who will be responsible for managing user information in HomeDepotLink. Partner Profile is a new application where we will store Supplier contact information at the store level. Partner Profile will allow our Partner Guardians to maintain their accounts easily in one area. Partner Guardian: Partner Guardians will be responsible for creating and maintaining all of the supplier portal users for their location. Additionally, they will have access to the supplier data/user management application to manage their data including contacts. Objectives The Partner Guardian Course will train participants on the technology and business processes regarding managing user accounts in HomeDepotLink. This includes the creation and removal of user accounts and managing their access to content, applications, and reports. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 6

7 First Time Setup Setting up Accounts Partner Guardians will receive an notification once the SBA has been approved stating that they are the Partner Guardian. They will need to view and confirm or edit some of their information on first login, setup users and maintain information. Step 1: Sign into HomeDepotLink: Note: The first time you login, you will be asked to read and sign the Terms & Conditions. You will also be required to update your account information. Step 2: Once you adhere to the Terms & Conditions, you will be directed to change your password and update your contact information via My Accounts. Step 3: Access Partner Guardian to setup all users. Proceed to Maintaining Individual User Accounts for steps on adding new users. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 7

8 Maintaining Individual User Accounts Accessing User Information Partner Guardians are able to maintain individual user accounts. Step 1: Sign into HomeDepotLink: Step 2: Launch Partner Profile. Note: Once you sign into Partner Profile, you will automatically come to the Contacts tab and see a list of all current users. Step 3: Once you are in the Contacts tab, you will see a list of users for that particular Partner. You will be able to Add/Edit/Delete any contacts under this screen. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 8

9 Adding a New User Partner Guardians are able to add new Partner Guardians and general users for their company. Step 1: In order to Create a new contact, click Add. Step 2: Under the Profile tab, Partner Guardians will be able to update any field that is not grayed out. If the User will be a Partner Guardian, select Guardian User. Edit the appropriate fields and click Save. Note: If the Create User box is not checked, you will only be creating a contact in the system. No User ID will be created for the contact. In order to assign a 3 rd Party access to your account, check Delegate User. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 9

10 Note: Steps 3 and 4 are for US Merchandise Suppliers only. For non US Merchandise Suppliers proceed to Step 5. You will not be able to access these screen if you are a Carrier, Canadian Merchandise Supplier or Non-Merchandise Supplier. Step 3: Under the M-Vendors tab, add any M-Vendors associated with that user. Note: Selecting M-Vendors will drive the reporting functionality in HomeDepotLink. Reports can be maintained at the M-Vendor level, and if they are not selected, users will not have the ability to access the correct reports. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 10

11 Step 4: Under the Contact Types tab, select the appropriate Contact Type(s) for this user. Contacts may have more than one Contact Type. Step 5: Under the Access Rights HomeDepotLink tab, verify all Applications and Reports the user should have access to and click Save. NOTE: You will receive a message stating User/Contact saved successfully once you have completed the process. Click OK to continue adding users. Step 6: Users will receive an notification with their account information. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 11

12 Managing Requests Partner Guardians are responsible for managing new user requests to their account. Step 1: Under the Contacts tab, click on Requests. Note: The Requests tab will be red if there are requests to be managed. Step 2: Select the request you want to view and click View Request. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 12

13 Step 3: Review the request and select Approve to grant the user access or Deny to reject the request. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 13

14 Step 4: Update the Profile and Access Rights - HomeDepotLink information for the user and click Finish. Note: For US Merchandise Suppliers, fill in the M-Vendors and Contact Types tabs. Step 5: A message will pop up saying User Request Approved successfully and an notification will be sent to the user. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 14

15 Removing/Inactivating a User Partner Guardians have the ability to remove access and inactive users for their company. Inactive users are still maintained in Partner Profile but deleted users will no longer be accessible through Partner Profile. Step 1: In order to remove/inactivate a contact, highlight the appropriate User ID and click Edit. Step 2: Under the Profile tab, for Status select Inactive and click Save. The user will no longer be able to access the system but their information will still be maintained in Partner Profile. Note: Users can be reactivated by changing their Status to Active. If a user is Deleted, then there will no longer be a record of that user in the system. A notification will be sent to the user. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 15

16 Editing a User Partner Guardians have the ability to edit user information for all users within their company. Step 1: In order to edit a contact, highlight the appropriate User ID and click Edit. Step 2: Under the Profile tab, you will be able to edit any of the fields that are not grayed out. Note: Under the Edit function of contacts, Partner Guardians will be able to reset Passwords by clicking on the Reset Password button. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 16

17 Note: Steps 3 and 4 are for US Merchandise Suppliers only. For non US Merchandise Suppliers proceed to Step 5. You will not be able to access these screens if you are a Carrier, Canadian Merchandise Supplier or Non-Merchandise Supplier. Step 3: Under the M-Vendors tab, you can edit any M-Vendors associated with that user. Step 4: Under the Contact Types tab, you can add or remove Contact Type(s) for this user. Contacts may have more than one Contact Type. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 17

18 Step 5: Under the Access Rights HomeDepotLink tab, you can add or remove access for all Applications and Reports. Step 6: Once you have updated all user information click Save. You will receive a message stating User/Contact saved successfully once you have completed the process. Click OK to continue working. An will be sent to the new user with their account information. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 18

19 Data Management General, Payment, Shipping Information These tabs are for Merchandising Suppliers only and can be viewed at the MVendor level. This information was agreed upon during SBA and if there are any discrepancies, it will involve changes to a contact. You must reach out to your merchant if there are any changes that need to be made. To start, you must select an M-Vendor number from the dropdown in order to view the following information: General Tab The screen includes a General, and a Market/DC tab, which contain basic pieces of vendor information, including: financial, shipping and Mkt/DC status information. Most information is maintained through the SBA process, so most fields will be display-only for users. General Sub-Tab Field Level Details: Vendor Captain BYO (General tab) Field Description: Displays the Vendor Captain BYO number (non-import Vendors only) Required/Optional: Display Valid Values: Numeric Default Value: None Displayed for import and non-import Vendors (Import = 50; Domestic = 1) EDI (General tab) Field Description: Required/Optional: Valid Values: Default Value: Used to display whether or not the vendor has been set up as EDI in the system Display/Radio button Yes/No None Displayed for both import and non-import Vendors T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 19

20 Certified Receiving Override in Last 12 Months (General tab) Field Description: Displayed based on derived value of IBM base tables history for the vendor s certified receiving information Required/Optional: Display Valid Values: Yes/No Default Value: None Displayed for non-import vendors only Certified Receiving (General tab) Field Description: Indicates if the vendor is/is not set up for certified receiving Required/Optional: Display/Radio button Valid Values: Yes/No Default Value: None Displayed for non-import vendors only DC Inventory Tracking (General tab) Field Description: Indicates if inventory is/is not controlled by the Supplier at a Distribution Center Required/Optional: Display/Radio button Valid Values: Yes/No Default Value: None Displayed for both import and non-import vendors Cross Border Shipping (General tab) Field Description: Identifies whether or not a supplier ships across the Mexican or Canadian border Required/Optional: Display/Radio button Valid Values: Yes/No Default Value: None Displayed for both import and non-import vendors Charge Back (General tab) Field Description: Displays whether or not the supplier is charged back for defective products Required/Optional: Display/Radio button Valid Values: Yes/No Default Value: None Displayed for import vendors only THD Importer of Record (General tab) Field Description: Indicates if the supplier is/is not the importer of record Required/Optional: Display/Radio button Valid Values: Yes/No Default Value: None Displayed for import vendors only THD Liability Insurance (General tab) T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 20

21 Field Description: Required/Optional: Valid Values: Default Value: Indicates if The Home Depot is/is not liable for insurance on products Display/Radio button Yes/No None Displayed for import vendors only THD Pay Wire (General tab) Field Description: Indicates whether or not the supplier receives wire payments Required/Optional: Display/Radio button Valid Values: Yes/No Default Value: None Displayed for import vendors only Freight Forwarder (General tab) Field Description: Indicates if the vendor is set up with freight forwarder shipping Required/Optional: Display/Radio button Valid Values: Yes/No Default Value: None Displayed for import vendors only Cost Basis Indicator (General tab) Field Description: Indicates whether to use the cost in effect at the time the PO is created or the cost in effect at the time of shipment (for a vendor s purchase order). Required/Optional: Optional Valid Values: S- PO costed at the time of shipment O- PO costed when the order is created Default Value: None Displayed for import vendors only Create Date (General tab) Field Description: Vendor create date Required/Optional: Display Valid Values: N/A Default Value: None Displayed for both import and non-import vendors By (General tab) Field Description: Required/Optional: Valid Values: Default Value: Displays the ID of the associate who performed the last update on the vendor record Display N/A None Displayed for both import and non-import vendors Payment Vendor (General tab) Field Description: Displays the Payment Vendor number for the corresponding Mvendor T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 21

22 Required/Optional: Valid Values: Default Value: GLN/s (General tab) Field Description: Required/Optional: Valid Values: Default Value: displayed Display N/A None Displayed for both import and non-import vendors Displays the GLN(s) attached to the selected MVendor Display N/A None Displayed for both Import and non-import vendors Pallet Charge (General tab) Field Description: Displays a yes/no value to indicate if there is a pallet charge attached to the vendor Required/Optional: Display Valid Values: N/A Default Value: None Displayed for both Import and non-import vendors Drop Charge (General tab) Field Description: Displays a yes/no value to indicate if there is a drop charge attached to the vendor Required/Optional: Display Valid Values: N/A Default Value: None Displayed for both import and non-import vendors Direct Delivery to Customer (General tab) Field Description: Displays a yes or no value to indicate if the vendor is setup for DTC shipping Required/Optional: Display Valid Values: N/A Default Value: None Displayed for non-import vendors only Country of Origin (table- General tab) Field Description: This table displays the following regarding the country of origin for import vendors: o Primary indicator (Y/N) - indicates if the country shown is the primary country of origin Country Name name of country of origin Required/Optional: Display Valid Values: N/A Default Value: None Displayed for import vendors only T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 22

23 Shipping Port (table- General tab) Field Description: This table displays the following regarding the shipping port for import vendors: o Primary indicator (Y/N) - indicates if the port listed is the primary port o Port name- shipping port name Required/Optional: Display Valid Values: N/A Default Value: None Displayed for import vendors only Edit button (General tab) Field Description: Selecting Edit displays a popup dialog window for maintaining basic information on the general tab. This button is enabled for users who have edit capabilities on the vendor. Fields available for editing vary, depending on the user s access and vendor category (ex: Import, Domestic) Required/Optional: Optional Valid Values: N/A Default Value: None Once desired fields are changed within the Edit window, Users must select Save to save their changes. Selecting Cancel, or clicking on the X in the top-right of the window closes the window without saving changes and returns the user to the general screen. Market/DC Sub-Tab T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 23

24 Field Level Details: Market/DC tab (org tree & data grid) Field Description: The Market/DC tab on the General screen consists of an organizational (org) tree and data grid. Organizational tree- displays the market/dc-level statuses for the selected Vendor (obtained from the MVndr_Mkt_DC table). Data can be expanded or collapsed using the arrow buttons, in order to view the desired level of detail. Data grid- displays detailed data for Markets/ DCs selected in the org tree and includes the following: o Market/DC number and name o Status o (Number of) review days o Parts Available (Y/N) Required/Optional: Required Valid Values: N/A Default Value: None Users may click on column headings within the data grid to sort data. Clicking a column heading once will sort the rows in ascending order and is indicated by a triangle next to Type. Clicking a column heading a second time will sort the rows in descending order and is indicated by an upside down triangle next to the word, Type. In addition, the order in which the columns are displayed can be changed by clicking on and dragging the column to the desired location. Market/DC tab (edit button and corresponding dialog window) Field Description: The edit button is enabled for users who have edit capabilities on the vendor. When selected, it displays a pop-up dialog window for viewing and maintaining market/dc information on the vendor contained in the Market/DC tab, specifically: review period. Required/Optional: Required Valid Values: N/A Default Value: None Edit capabilities are dependent on vendor category (import or non-import) and the user s access level. Payment Tab The Payment screen contains two tabs: the first displays vendor pay terms; the second, vendor discounts. The pay terms tab is divided into three areas: Organizational tree/selection box (left-hand side) Filter box (upper right) Pay terms data grid (lower right) The discounts tab is also divided into three similar areas: T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 24

25 Organizational tree/selection are a tree selection box (left-hand side) Filter box (upper right) Discounts data grid (lower right) Pay Terms Sub-Tab Field Level Details: Organizational Tree/Selection Area (Pay Terms tab) Field Description: The pay terms tab displays corporate pay terms only, as these are negotiated at the corporate level. These include the following pay terms, with their corresponding start date: o Regular Pay terms o New Store Pay terms Required/Optional: Required Valid Values: N/A Default Value: None Examples: Regular Pay term example: 1% 60 days; Start Date 05/17/2008 New Store Pay term example: 1% 60 days/start Date 02/01/2002 Pay terms are maintained using the SBA maintenance process and cannot be maintained using this screen. Pay Terms Filter Box (Pay Terms tab) Field Description: The pay terms filter box allows the User to select pay terms within a certain date range. Enter start and end dates in the following format, then select Load data to load the data in the pay terms data grid at the bottom of the screen o Start (date)- enter in any date to display only pay terms that started on or after that date; use the format mm/dd/yyyy or click on the calendar icon to search for and enter desired date T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 25

26 Required/Optional: Valid Values: Default Value: o End (date) - enter in any date to display only pay terms that ended on or before that date; use mm/dd/yyyy format, or click on the calendar icon to search for and enter desired date Optional mm/dd/yyyy format None This same filter box is also available on the Discounts tab and functions in the same manner. Load Data Button (Pay Terms tab) Field Description: After entering start and end dates into the pay terms filter box, select, Load data to load selected data into the Pay terms data grid at the bottom of the screen. Required/Optional: Optional Valid Values: N/A Default Value: None When the Load data button is selected, if no data is found for the selected dates, the message, No records found, will be displayed. Select OK to clear the error and return to the pay terms tab. DPay Terms Data Grid (Pay Terms tab) Field Description: The data grid displays any existing regular and new store pay terms, as well as their start dates, for the Vendor selected. If start and end dates were selected in the pay terms filter box, only pay terms valid during those dates will be displayed Required/Optional: Display only Valid Values: N/A Default Value: None None Discounts Sub-Tab Field Level Details: T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 26

27 Organizational Tree/Selection Area (Discounts tab) Field Description: The discounts organizational tree displays the following: o Corporate-level discounts, including: Defective allowance New Store Trade (Certified, Misc trade, Freight, MET) o Special terms (discounts at the Market/DC-level 1 ) including: Market Misc Trade 2 Freight TF DC Misc Trade 2 Freight Aggregate order Supply Chain Offshore Aggregate order Required/Optional: Valid Values: Default Value: 1 BYOs are displayed, in order to provide a grouping of markets for selection purposes only 2 The trade-level shows the rolled-up discount and can be expanded to view the specific trade discounts that comprise it Required N/A None None Discount Filter Box (Discounts tab) Field Description: The Discounts filter box allows the User to select discounts within a certain date range. Enter start and end dates in the following format, then select Load data to load the data in the discounts data grid at the bottom of the screen o Start (date)- enter in any date to display only discounts that started on or after that date; or, use the calendar icon to search for and enter the desired date o End (date) - enter in any date to display only discounts that ended on or before that date; or, use the calendar icon to search for and enter the desired date Required/Optional: Optional Valid Values: mm/dd/yyyy format Default Value: None When Load data is used, if no data is found for selected dates, the message, No records found will be displayed. Select OK to clear the error and return to the pay terms tab. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 27

28 Load Data Button (Discounts tab) Field Description: After entering start and end dates into the discounts filter box, select Load data to load selected data into the Discounts data grid at the bottom of the screen. Required/Optional: Optional Valid Values: N/A Default Value: None When Load data is used, if no data is found for selected dates, the message, No records found will be displayed. Select OK to clear the error and return to the pay terms tab. Discount Data Grid (Discounts tab) Field Description: The data grid displays any existing discounts for the location (Mkt/DC) selected, as well as the following: o Type (of discount) o Percent o Start Date o End Date Required/Optional: Valid Values: Default Value: Service (roll up) shows a summary of discounts that are applied when a Purchase Order is placed for a specific Service Type. This enables the User to understand which discounts have been applied Display only N/A None Columns in the grid can be sorted in ascending or descending order by clicking on the column header. Doing so will display an up or down arrow that indicates ascending or descending order Change the order of columns (move columns within the grid) by clicking and dragging on the column header (similar to MS Excel functionality) Shipping Tab The shipping screen contains shipping information for the vendor, displayed on three tabs: 1. Terms - displays freight terms for the vendor, at the corporate-level and by service type (ex: DTS, RDC, TF, etc) Corporate-level terms apply to all BYO/Mkts unless exceptions exist by service type, or at the market-level Market-level exceptions can be viewed by clicking on Service Type, the corresponding BYO(s)* and then selecting specific markets 2. Minimums - displays the vendor order minimums, at the corporate-level and by service type Corporate-level terms apply to all BYO/Mkts unless exceptions exist in specific markets Market-level exceptions can be viewed by clicking on Service Type, the corresponding BYO(s)* and selecting specific markets 3. O/D Pairs (Origin/Destination Pairs) - displays supplier shipping origins and the destinations serviced by those shipping locations T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 28

29 *The BYO-level of the org tree exists solely to group markets for ease of searching. Terms and minimums are stored at the market-level. Terms Sub-Tab Field Level Details: Organizational Tree/Selection Area (used on the terms and minimum tabs) Field Description: The Organizational tree used on the Terms and Minimums tab displays corporate-level shipping terms for the vendor selected. Corporate-level exceptions and exceptions by service type for specific locations (BYO/Mkt) can also be seen by using the org tree to drill down to view these specific terms. Tree selection definitions: Corporate displays corporate-level shipping terms or minimums by service type Service Type- service type level shipping terms or order minimums, contained in the following sub-branches: o DTS- DIRECT TO STORE- includes the following sub-branches: BYOs- groups Mkts/DCs for research/display only. No shipping information is maintained at this level Market displays market-level exceptions within the service type DC displays DC-level exceptions within the service type o RDC - Rapid Deployment Center o RDC X - Rapid Deployment Center Cross-Dock o SDCD- Stocking DC Domestic o BDC-Bulk DC o SDCI -Stocking DC Import o DTC- DIRECT TO CUSTOMER Required/Optional: Display Valid Values: N/A Default Value: None Shipping terms are maintained via the SBA maintenance process and cannot be maintained using these screens Shipping terms displayed are based on the vendor category, and will be different across Vendors T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 29

30 Terms Tab Data Grid Field Description: Required/Optional: Valid Values: Default Value: The Terms tab data grid displays (current) shipping term details, including corporate level shipping terms, and exceptions by service type and Market/DC. The following columns are included to display shipping term details: o Service Type, Market, DC- this column and corresponding values change, based on the branch selected o Turn time o Lead time o Freight term (displayed for non-import Vendors only) o Inco term (displayed for Import Vendors only) FOB code Display only N/A None None Minimums Sub-Tab Field Level Details: Organizational Tree/Selection Area (used on the terms and minimum tabs) Field Description: The Organizational tree used on the Terms and Minimums tab displays corporate-level shipping terms for the vendor selected. Corporate-level exceptions and exceptions by service type for specific locations (BYO/Mkt) can also be seen by using the org tree to drill down to view these specific terms. Tree selection definitions: Corporate displays corporate-level shipping terms or minimums by service type Service Type- service type level shipping terms or order minimums, contained in the following sub-branches: T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 30

31 Required/Optional: Valid Values: Default Value: o DTS- DIRECT TO STORE- includes the following sub-branches: BYOs- groups Mkts/DCs for research/display only. No shipping information is maintained at this level Market displays market-level exceptions within the service type DC displays DC-level exceptions within the service type o RDC - Rapid Deployment Center o RDC X - Rapid Deployment Center Cross-Dock o SDCD- Stocking DC Domestic o BDC-Bulk DC o SDCI -Stocking DC Import o DTC- DIRECT TO CUSTOMER Display N/A None Shipping terms are maintained via the SBA maintenance process and cannot be maintained using these screens Shipping terms displayed are based on the vendor category, and will be different across Vendors Minimums Tab Data Grid Field Description: The Minimums tab data grid displays order minimum (min) details, including corporate level order minimums, and corporate-level exceptions, as well as exceptions by service type and Market/DC. The following columns are included for both regular and seasonal minimums: o Service Type, Market, DC- this column and corresponding values change, based on the branch selected o Min type the method in which product is shipped (cases, pounds, cube, etc) o AB min- the minimum order quantity for an AB type store (based on store sales volume) o CD min the minimum order quantity for an CD type store (based on store sales volume) o EF min- the minimum order quantity for an EF type store (based on store sales volume) o Eff(ective) Day- the month/day that the order minimum will be effective (through the SBA process) Required/Optional: Display only Valid Values: N/A Default Value: None None O/D Pairs Sub-Tab Step 1: Select a shipping location(s) from Shipping Location(s). Note: Shipping location(s) is where shipments ship from and destination location is where they arrive. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 31

32 Step 2: You can filter by Destination Location Type (DC = Distribution Center, STR = Store) or Location #. Note: Shipping Address is the address for the specified shipping location and Primary Contact is the contact for the specified shipping location Note: This is the only place in Partner Profile where you can log an issue. If there is a problem with any of the information on this screen, click Submit Issue. You will be asked to input your First Name, Last Name, Address, and the Issue(s) that you see. Click Submit to submit the issue(s) for review. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 32

33 Updating Addresses Apart from adding, removing and editing user information, Partner Guardians will be able to update addresses. Note: Only US Merchandise Suppliers will be able to edit Addresses. For non US Merchandise Suppliers proceed to Editing Applications/Reports. You will not be able to access this screen if you are a Carrier, Canadian Merchandise Supplier or Non-Merchandise Supplier. Step 1: Once you have logged into the Portal, click on Partner Profile. You will automatically be in the Contacts tab. Step 2: Click on the Address tab. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 33

34 Step 3: To Add a new address, click Add. Step 4: Fill in all fields marked with an * and click Save. You will receive a pop up stating Address successfully added. Click OK. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 34

35 Step 5: To Edit an address, highlight the address and click Edit. Edit any field necessary and click Save. Step 6: To Delete an address, highlight the appropriate address and click Delete. You will get a pop up asking, Are you sure that you want to delete this address?. Click OK and you will get another pop up saying Address successfully deleted. Click OK to continue working. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 35

36 Editing Applications/Reports Partner Guardians are able to add and remove access to reports and applications. Step 1: You will automatically be in the Contacts tab once logging into Partner Profile. Step 2: Click on the Application/Report View tab. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 36

37 Step 3: Choose the Application or Report you would like to manage. Select Manage Users. Note: Click on the Reports tab to manage Reports. Step 4: To Add Access, click on Add User Access. Note: To Remove access, Select the user you would like to remove access from and click Remove User Access. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 37

38 Step 5: Search for the user you would like to access by User ID, First Name, Last Name or ID. Type the information in the search field and click Search. Note: You can put in an * to search for ALL users Step 6: Select the User you would like to add and click Select. You will get a pop up stating, Do you want to add portal object access for the following user(s). Click Yes to continue and you will get a pop up saying, Application/Report access to users added successfully. Click OK to continue working. Users will receive an notification that their account has been updated with the appropriate application or report. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 38

39 Maintaining Store Contacts US Merchandise Supplier Only US Merchandising Suppliers are responsible for maintaining contacts at the store level. During SBA, US Merchandising Suppliers are asked to update store contacts, but the information needs to be maintained and verified. Adding a Contact Step 1: Once you have signed into Partner Profile, click on the Contacts tab. Step 2: Click on Store Contacts tab to add a contacts. Note: An M-Vendor ID must be selected before the Store Contacts tab is available. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 39

40 Step 3: Click Add Contact. A screen will appear where you will input the required information. Note: All fields marked with an * are required. Step 4: Input all of the required fields. You can assign a contact by Corporate Office, Buying Office, or Market/DC. Each contact can have multiple assignments. Note: If you are adding a contact to a previously assigned location, the system will automatically delete the previously assigned contact without warning. Step 5: To add a Market/DC, click on the Market/DC tab. Step 6: To add a specific store number, click on the appropriate Buying Office/Market. Then click on the store number(s) that you would like to add and click OK when finished. Note: To see a more specific list, manually type in the name of BYO, Market, or DC and push List. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 40

41 Step 7: You will see a list of all stores assigned to the contact once you have clicked OK. Click Save to save the information. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 41

42 Editing/Deleting a Contact Step 1: In order to update contacts, under the Contacts tab, click on the contact you would like to update. Step 2: Click on Edit to edit the contact or Delete to delete the contact. Note: A person can be assigned to more than one location. If you are editing an individual who is assigned to more than one location, a pop up will appear asking you to Edit One or Edit All. Choose the appropriate edit function before proceeding. Step 3: If you are editing the contact, update all fields needing an edit and click Save. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 42

43 Maintaining Primary Contacts The Home Depot requires our suppliers to provide contact information for the following contact types. For each required contact type, suppliers will need to assign a contact as primary for each MVNDR. Contact Type President / CEO Account Executive Account Manager Customer Service Manager General Council / Legal / Regulatory Inventory / Ordering Supply Chain Operations Transportation & Logistics EDI Compliance Data Management Purpose for Maintaining the Contact Used by The Home Depot executives to send targeted messages to supplier Presidents/CEO s. Primary point of contact for executive level communications. Used by The Home Depot executives and Merchants to communicate with executive level account managers. The contact(s) who own the day-to-day relationship with The Home Depot. Primary point of contact for Merchants, MA s, and Supply Chain for all account related communications. Used by Merchant s, MA s, and customer care as the primary escalation point of contact for all service related issues when they cannot be resolved by the first level of support (1-800 number). Maintaining this contact type does not automatically make this a store contact. Primary point of contact all legal and contractual communications including regulatory compliance (i.e. hazardous materials). Responsible for receiving and processing orders from The Home Depot. Used by CAR analysts for procurement related communications. Primary point of contact for strategic supply chain operations. Generally focused on strategic rather than tactical issues. Used by the supply chain organization for strategic supply chain communications and serves as the escalation point for transportation and logistics issues. Primary point of contact for day to day shipping and transportation related topics. Used by the supply chain organization for resolving transportation related issues. Responsible for maintaining EDI communications between The Home Depot and their supplier. Used for targeted communications related to EDI topics. Person responsible for maintaining the suppliers compliance program with respect to item data, planograms, supply chain and other metrics found on the scorecard. Person responsible for maintaining the suppliers item data. Used as the primary point of contact by the data team for data related communications. Step 1: Once you have signed into Partner Profile, click on the Contacts tab. Note: When you first login you will see in red any MVendor that is missing a contact type. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 43

44 Step 2: Select an MVNDR number from the drop down list and select the Primary Contacts sub-tab that will appear after an MVNDR is selected. Note: The Primary Contacts tab will be highlighted in red with asterisks if primary contacts have not been assigned to the required contact types. Step 3: On the Primary Contacts tab, press the Assign button next to each required contact type that does not have a primary contact assigned. Step 4: Select the appropriate contact from the list provided to assign as the primary contact and press the OK button. Note: In order for a contact to be available in this list to select as the primary contact, they must first have that contact type assigned on the Contact record. They must also be associated with the MVNDR that you are assigning primary contacts for. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 44

45 THE HOME DEPOT Partner Profile Training Guide HDConnect T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 45

46 TABLE OF CONTENTS OVERVIEW Introduction First Time Logging In Setting Up New Users Maintaining Individual User Accounts Accessing Partner Profile Adding a New User Removing/Inactivating a User Editing a User Editing Access Rights to Applications/Reports Password Administration Appendix A: Access Rights Guide T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 46

47 OVERVIEW Introduction This document is intended for Service Provider Guardians responsible for managing user access to HDConnect. Service Provider Guardians will be responsible for creating and maintaining all Service Provider portal users. Additionally, they will have access to the Service Provider data/user management application to manage their data including contacts. New users will be provisioned access to standard HDConnect applications immediately. However, access to items on the Business Activity Bar including: Compliance, Document Warehouse, SF&I Siebel application and ProviderNet will be available 1 hour after the user was created. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 47

48 First Time Logging In Setting Up New Users Service Provider Guardians will receive an notification with their HDConnect username and password prior to your training. During your initial log in to Partner Profile via HDConnect, you will need to add new users that will be working with The Home Depot systems and applications. As the Service Provider Guardian, you are responsible for editing and/or deleting users as needed. To add / update a user during your first log in to HDConnect, follow the steps below. To add / update a user after your initial log in, simply follow steps 1 & 3 below. Step 1: Log in to HDConnect by clicking here. Step 2: Agree to the Terms & Conditions (first log-in only) Step 3: Access Partner Guardian via the Administration tab to setup users. The next pages will review how to add and update user accounts. Step 4: Review User Spreadsheets and Add / Administer Access to Current Users based on User Spreadsheets Step 5: SF&I Service Providers only, administer M-Vendor numbers within the SF&I application T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 48

49 Maintaining Individual User Accounts Accessing Partner Profile Service Provider Guardians maintain individual user accounts through Partner Profile Step 1: Sign into HDConnect: here. Step 2: Click Administration on the navigation bar in HDConnect Step 3: Once you are in the Contacts tab, you will see a list of users for your company. You will be able to Add/Edit/Delete any contacts on this page. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 49

50 Adding a New User Service Provider Guardians are able to add new Service Provider Guardians and general users for their company. Step 1: Click Add. Step 2: Fill-in the appropriate fields including: Guardian User - only select this option if the User should be a Service Provider Guardian, select Guardian User First Name Last Name Title Address Phone Type & Phone Number Please note the following: If you select Guardian User, the user will have automatic access to Partner Profile there is no need to click on the Partner Profile check box Fields that are greyed out cannot be edited Do not select Delegate User / Delegate Company T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 50

51 Step 4: Add M-Vendors For non-guardian users, M-Vendors will not automatically be assigned. Use the Assign buttons as needed to assign M-Vendors to the selected user. If you selected your user is a Guardian, all M-Vendors will automatically be assigned. If a new Guardian should only be assigned to certain M-Vendors, use the Assign / Unassign buttons (highlighted) below as needed. SF&I Service Providers you will continue to assign MVendor numbers in the SF&I Siebel application as you do today Step 3: Click Save NOTE: You will receive a message stating User/Contact saved successfully once you have completed the process. Click OK to continue adding users. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 51

52 Step 4: After creating the user and assigning M-Vendor numbers, you will be taken back to your User Administration page. Select the user that you just created in order to assign Access Rights and click Edit. Step 6: In your user s profile, select the Access Rights HomeDepotConnect tab, select all Applications the user should have access to and click Save. For an in-depth guide on the access levels, see the Appendix at the end of this training guide. Step 6: Users will receive an notifications with their account information including: Username, Temporary Password, M-Vendor Assignment and Access Rights T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 52

53 Removing/Inactivating a User Service Provider Guardians have the ability to remove access and inactive users for their company. Inactive users are still maintained in Partner Profile but deleted users will no longer be accessible through Partner Profile. Step 1: In order to remove/inactivate a contact, highlight the appropriate User ID and click Edit. Step 2: Under the Profile tab, for Status select Inactive and click Save. The user will no longer be able to access the system but their information will still be maintained in Partner Profile. Note: Users can be reactivated by changing their Status to Active. If a user is Deleted, then there will no longer be a record of that user in the system. A notification will be sent to the user. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 53

54 Editing a User Service Provider Guardians have the ability to edit user information for all users within their company. Step 1: In order to edit a contact, highlight the appropriate User ID and click Edit. Step 2: Under the Profile, M-Vendor or Access Rights - HomeDepotConnect tab, edit fields as needed. Step 6: Once you have updated all user information click Save. You will receive a message stating User/Contact saved successfully once you have completed the process. Click OK to continue working. An will be sent to the new user with their updated account information. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 54

55 Editing Access Rights to Applications/Reports Service Provider Guardians are able to add and remove access to reports and applications. Step 1: Once you have logged into the HDConnect, click Administration. Step 2: Click on the Application/Report View tab. Step 3: Choose the Application or Report you would like to manage. Select Manage Users. Step 4: To Add Access, click on Add User Access. Note: To remove access, select the user you would like to remove access from and click Remove User Access. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 55

56 Step 6: Search for the user you would like to access by User ID, First Name, Last Name or ID. Type the information in the search field and click Search. Step 7: Select user you want to be added to the application by checking the check box in the Select column. Click Select. Step 8: You will get a pop up stating, Do you want to add portal object access for the following user(s). Click Yes to continue and you will get a pop up saying, Application/Report access to users added successfully. Click OK to continue working. Users will receive an notification that their account has been updated with the new application or report. T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 56

57 Password Administration Step 1: To update a user s password, click on Administration from HDConnect Step 2: Select User and Click Edit Step 3: In the Update Contact screen, click on the Reset Password button. Step 4: You will receive a confirmation pop-up message, click Yes. Step 5: The user will receive a temporary password to their address on file ( address on the Profile page). T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 57

58 Appendix A: Access Rights Guide APPLICATION NAME REPORTS QUALITY REVIEW MASTER PVENDOR & SPECS REPORT BACK OFFICE - WEBSITES VOC DESCRIPTION Allows user access to Quality Reviews (Recommended Users: Guardian / Principal / Branch Managers) Allows user access to Cost Specs, MVendor Data and Active SKU / Store Data (Recommended Users: Guardian / Principal / Branch Managers) Access to Voice of the Customer website (MAPS) where SPs can view VOC scores SERVICE REQUESTS ADVANCED SERVICE REQUESTS Ability to request sensitive items like address changes (Guardians / Principals) SERVICE REQUEST CENTER ACCESS Ability to view the Service Request Center (Coming in December 2011) COMMUNITY DISCUSSION SUBMIT POSTS Ability to submit new posts in the Community Discussion COMPLIANCE COMPLIANCE - HDCONNECT - ACCESS LICENSE PAGE COMPLIANCE - HDCONNECT - ACCESS INSURANCE PAGE COMPLIANCE - HDCONNECT - ACCESS PEOPLE PAGE COMPLIANCE - LEXISNEXIS WEBSITE - VIEW PEOPLE COMPLIANCE - LEXISNEXIS WEBSITE - UPDATE PEOPLE COMPLIANCE - LEXISNEXIS WEBSITE ADMINISTRATION Access to License page in Business Activity Bar (Guardian / Principal / Compliance) Access to Insurance page in Business Activity Bar (Guardian / Principal / Compliance) Access to People page in Business Activity Bar (Guardian / Principal / Compliance) Access to LexisNexis website - ability to view people Access to LexisNexis website - ability to update people INSTALL (I) and FURNISH & INSTALL (F&I) SERVICE PROVIDERS ONLY Access to LexisNexis website - ability to change passwords (Principal / Guardian) Note: User must also be given "Compliance - LexisNexis Website - Update People" access PROVIDERNET Access to ProviderNet application SELL FURNISH & INSTALL (SF&I) SERVICE PROVIDERS ONLY SFI SIEBEL SFI SIEBEL - PAYMENT PROCESSING USER SFI SIEBEL NON-PAYMENT PROCESSING USER PAYPOINT VIEW DOCUMENTS Access to SF&I Siebel application Note: this must be checked in addition to one of the 2 user types listed below in order to set-up appropriate access to the SF&I Siebel application Access to process payments in the SF&I Siebel application Access to SF&I Siebel application (no access to process payments) Access to website where SF&I SPs can process customer checks Access to page within Business Activity Bar where SF&I SPs can view documents posted from the add new documents section ADD NEW DOCUMENTS Access to page within Business Activity Bar where SF&I SPs can add new documents T H E H O M E D E P O T P A R T N E R G U A R D I A N T R A I N I N G G U I D E 58