Supplier Portal Registration Guide

Transcription

1 Supplier Portal Registration Guide Last update: November 2016

2 Table of Contents Getting Started... 3 Accept Terms and Conditions... 4 Enter Contact Information... 5 Enter Company and Address Information... 7 Enter Diversity Codes (if applicable)... 8 Answer Supplier Registration Questions... 9 Select Commodity Codes... 9 Add Proxy Notifications (Optional) Review Registration Status Establish Security Questions for Password Reset Maintain Account Information To change your account information To change your password To add additional Contacts for your Organization Forgot User Name Page 2 of 18

3 Getting Started 1. Access the Supplier Portal Click on the link Click on Sign Up for Supplier Portal You can also go to: Scroll down and click on For Vendors Click on Sign up for Supplier Portal Note: You can also cut and paste the following URL into your browser window, if you should encounter a problem. ataarea=cmssprod&context.session.key.suppliergroup=vall Page 3 of 18

4 2. Select the Register hyperlink in the upper left corner of screen. Accept Terms and Conditions 3. The Terms and Condition page will open. Check the box beside Accept Terms & Conditions 4. Scroll to the bottom of the page if needed, and click Continue to move to the Contact Information page. Page 4 of 18

5 Enter Contact Information Note: All fields on the screen with an asterisk (*) must be filled in 5. Enter a User Name (login) to be used when signing into the Advocate Supplier portal (Note: Your login user name and password are case sensitive & space sensitive) 6. Enter a Password 7. Enter the Password again to confirm entry 8. Enter the Job Title for the Supplier Contact (Optional) 9. Enter the Supplier First Name 10. Enter the Supplier Last Name 11. Enter the Phone Number in the center field (second field from left) 12. Enter the Extension (if applicable) in the far right field 13. Enter the Mobile Number in the center field (second field from left) 14. Enter the Fax Number in the center field (second field from left) Page 5 of 18

6 15. Enter the Supplier Address 16. Scroll to the bottom of the page and Click Continue. Page 6 of 18

7 Enter Company and Address Information Note: All fields on the screen with an asterisk (*) must be filled in 17. Enter the Supplier Company and address information 18. Scroll to the bottom of the page and Click Continue Page 7 of 18

8 Enter Diversity Codes (if applicable) 19. Click the Add button. The system will open a list of available Diversity Codes. 20. Change the Page size box in the lower right corner to 20 to display all available Diversity Codes. 21. Attach Diversity Codes as follows: a. Click the checkbox to the left of the applicable Diversity Code(s) b. Select the Attach to Supplier button. 22. Scroll to the bottom of the page, if needed, and Click Continue. Page 8 of 18

9 Answer Supplier Registration Questions 23. Answer registration questions regarding your company. Select Commodity Codes You can select at least one Commodity Code to complete your registration. Commodity Codes are used to categorize products and services. Commodity Codes are also used by Suppliers to indicate which solicitation notifications to receive. When you register through the Supplier Portal, you specify the commodity codes you want to be notified of. When a new solicitation is released that contains one of the Commodity Codes, you (and your Proxys) will be notified by . Advocate is utilizing the UNSPSC Codes. The Commodity Codes Listing (available from the main Supplier Portal screen) will include a two level classification (Segment & Family). For example: Level 1 42 MEDICAL EQUIPMENT AND ACCESSORIES AND SUPPLIES Level ORTHOPEDIC SURGICAL IMPLANTS Suppliers can register at Level 1 or Level 2: If a Supplier registers at Level 1 they will be notified of all solicitation/bid events with Level 1 AND Level 2 Commodity Codes If a Supplier registers at Level 2 they will only be notified for solicitation/bid events with Level 2 Commodity Codes For example: Page 9 of 18

10 Supplier Registration Solicitation/Bid Event Selected for Notification Commodity Code Commodity Code Yes Yes No Yes. 23. Click the Add button. The system will open a list of available Commodity Codes. 24. Change the Page size box in the lower right corner to All to display all available Commodity Codes 25. To register at Level 2, click on the + symbol next to the Commodity Code to display the available Level 2 (Family) Commodity Codes Page 10 of 18

11 26. Attach Commodity Codes as follows: a. Click the checkbox to the left of the applicable Commodity Code(s) b. Select the Attach to Contact button Note: You can register at Level 1 OR Level 2, but not both for the same Commodity Code Page 11 of 18

12 27. If you need to delete a Commodity Code before you continue, CHECK the box to the left of the code and Click the Delete button 28. When finished, Scroll to the bottom of the page, if needed, and Click Continue Note: You must select a commodity code to complete your registration and to receive notifications. Suppliers will be able to bid on a solicitation/bid event regardless of the commodity code(s) selected. Add Proxy Notifications (Optional) A Proxy will only receive notifications for solicitation/bid events. They will not be able to submit responses to the bid. You can enter multiple proxies for your organization. The first person who registers for your organization will be allowed to add additional contacts who can submit responses, in addition to being notified of solicitation/bid events. Please refer to To add additional Contacts for your Organization on page 16. Page 12 of 18

13 29. Enter Proxy Notifications by Clicking the Add button. Note: Assigned Proxy will not have the ability to bid on any given solicitation/bid events but will be notified of the solicitation/bid events for the Contact s registered Commodity Codes. 30. Enter Proxy First Name 31. Enter Proxy Last Name 32. Enter Proxy Address 33. Verify the Receive Notification Checkbox is selected 34. Click Continue 35. To add additional Proxy Contacts, repeat step When finished, scroll to the bottom of the page and Click Continue Page 13 of 18

14 Review Registration Status 37. Once the Registration status Complete displays, Click Done to confirm setup. 38. The following will display and you are now logged into the Supplier Portal. 39. Complete the steps on the following pages to establish security questions for use in resetting your password. Establish Security Questions for Password Reset 40. Select Logout in the upper right corner 41. Login using your newly created user id and password 42. You will be prompted to answer at least 2 security questions, which will be usedin the event you forgot your password Page 14 of 18

15 Advocate Supplier Registration Maintain Account Information To change your account information 1. Log-in to the Supplier Portal 2. Click the Update Account Information hyperlink located under My Account 3. Click the Edit button next to the section you need to update. Use the scrollbar to display all options. Click OK to record your changes. 4. Click Home (upper left corner) to return to the main screen. Page 15 of 18

16 To change your password 1. Log-in to the Supplier Portal 2. Click the My Account hyperlink located under My Account 2. Click the Change Password hyperlink located under My Account 3. Enter your Current Password 4. Enter your New password in the New Password field 5. Enter the New Password again in the Confirm New Password field 6. Click Continue at the bottom of the screen 7. Click Done 8. Log out of the Supplier Portal, and then re-login with your new password 9. To add additional Contacts for your Organization Note: Only the first person who registers for your organization can add additional contacts. 1. Log-in to the Supplier Portal 2. Click the Update Account Information hyperlink located under My Account Page 16 of 18

17 2. Click the Update Account Information hyperlink located under My Account 3. Use the scroll bar to move to the bottom of the screen. 4. Click on the Add button to the right of the Additional Contacts box 5. Enter Contact information as required. Populate required fields, and optional fields as needed. Scroll to the bottom of the screen, and click Continue to move through the registration process. This is the same process that was followed in your initial registration. 6. Click Done when complete. 7. Click Home to return to the Home Page. Page 17 of 18

18 Advocate 1. Access Supplier Portal. 2. Click on Forgot User Name? Forgot User Name 3. Enter address associated with the account 4. Enter address again in Confirm Address. 5. Click OK. 6. Click on Go to Homepage to return to main screen. Your User Id will be ed to the address entered. Page 18 of 18