User Guide. Provider meeting. User Guide Carrier/Supplier

Transcription

1 Provider meeting User Guide Carrier/Supplier Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 1

2 1 Table of contents 1 Table of contents Introduction Identification Connection screen Create partners Create user Avatar Creation: Home screen Dashboard Dashboard Legend Application for new appointment Create demand for appointment Changing the date of appointment Add an order Cancel an appointment Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 2

3 2 Introduction This guide aims to assist you in configuring and using the application Provider Meeting. The manual has been designed with many screenshots in order to be explicit and guide you in an intuitive way. The following pages present the key features you need for setup and initial use. We invite you to support you on this guide if you forget anything, to discover the optional features that you had never used, or to support user training. Wish you a great rading and an excellent navigation. IMPORTANT : Before using the software provider meeting, it is imperative to have internet access and ensure that your computer has the latest Adobe Flash Player version 11.3 (freeware available on internet). Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 3

4 3 Identification The identification part is used to connect and show the organization of the application. First you need to create your partner account and user account. You need to pass directly to step 3.2 and Connection screen Please enter your username and password then click Connect to connect. If you forget your password, enter your username and click Forgot Password. A password will be sent directly to the address that is used to register your account. If you have any problem contact our support via by clicking technical Support. Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 4

5 3.2 Create partners If your partner account doesn t exist, from the connection screen create a partner account. You must click on create new partner and fill the blank. Mandatory fields(*): Label : Name of your entity Partner type: supplier or freight forwarder Click on for complete your address Click on Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 5

6 3.3 Create user You can create a user account from the connexion screen. You must click on create new user, then a pop up will appear : Complete the fields: Firstname : Lastname : Login : (Connection login) (Complete your wich will receive your ID and Password) Language : (Only french is available) Partner : Warning this is an important informatio, you must find and select your partner account. A user must be attached to a partner account to be active.previously the partner account must be created. (Cf : Chapter 3.2 create partner) For saving click on A request will be sent to our teams for validate your account. Then you will receive an e mail notifying you your username and password. Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 6

7 3.4 Avatar Creation: For creating your avatar click on then select a picture in your library or directly from your webcam. If you make any mistake you can click on cancel then your avatar will be removed. Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 7

8 4 Home screen The icon shows your name and session. Clicking on the red button allows you to be disconnected from the application. Double clicking on your name can access directly your profile and allows you to edit user information. The icon allows you to add post it. Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 8

9 The application tab allows you to access to the application provider meeting. Click on application then double click on Provider Meeting. Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 9

10 5 Dashboard The dashboard lets you view all your appointments. You can see the requests for appointment awaiting processing or validated appointment. It shows the date of your application and the time and date of appointment validated. 5.1 Dashboard Legend - Red colour indicates that the appointment is late. - Green colour indicates that the appointment is done. - A green flag indicates that the appointment is validated. - A blue flag indicates that the appointment is set but not validated - The blue disk indicates that the appointment was created - The seach bar allows to find directly the appointment link to the supplier by typing his name We can also see: - The application date of appointment - The date and time of appointment - The name of the supplier Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 10

11 6 Application for new appointment 6.1 Create demand for appointment To make a request for appointment click the icon: You must complete the following fields: Partner : (drop down list, you can type the first letters for quick search) Contact : (drop-down list of addresses of partner) choose your address Preferred date of appointment: Desired time of appointment Then you muste complete the order numbers to be delivered To access the commande, click the add button Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 11

12 Then complete the mandatory fields: Sélect order if the order contains goods or PLV if the delivery is about PLV Reference : Enter the Printemps order number (in 10 digits, starting with 4000) or Citadium / Made in sport (8 digits and begins with 1). Click on to check the validity of order number. If the following message appears: The order number is not known to our system, it is necessary to check with your payer the compliance of order numbers If the name or provider code appears: You can continue to complete other fields Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 12

13 Layout : Quantity : Select if the goods delivery is about flat or hung up. Number of pieces: mandatory Number of packets: (cartons) Number of palettes : You can directly enter the amount in the fields or you can use the Up/Down arrows to display the desired amount. For validate please click Your appointment is displayed You can add an order Or cancel an order When it s done, you can validate your appointment request: Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 13

14 Your request for appointment is recorded, the following screen appears You can: Modify the demand: For leaving, click on close (X) Your request for appointment is added to the list It is waiting to be processed by our staff: Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 14

15 Double click on an appointment allows you to obtain the details. You can change or cancel the appointment, You can modify an order or cancel an order of appointment, Only if the appointment is not yet processed by our staff: Status set Status validated Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 15

16 6.2 Changing the date of appointment Thanks to the function «edit» by double click on the appointment, you can change the date or time of appointment if it s not already processed by our team : Thanks to the buttons you can add or remove an order, whenever you add an order a new window appears. Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 16

17 6.3 Add an order This provides the ability to add a command You must complete the fields. Then you must click on add to validate it. 6.4 Cancel an appointment For canceling an appointment please click Prise de rendez vous CD- Guide utilisateur -Transporteurs et fournisseurs V 4 0- English.docx 17