TV Globo Purchasing System

Transcription

1 TV Globo Purchasing System User Guide - v. PAGE

2 Index What is TV Globo Purchasing System? Create your Quote Saving a Draft 7 System Registration Spreadsheet Quotes 8 First Access New Rounds 0 Initial Password 6 Resending a Password 6 6 Participating in an Auction How to access the System 7 Confirming participation How to access an Auction Confirming participation Checking Information Negotiations Homepage 8 Submitting a Bid Search Open Negotiations 8 How to monitor an Auction 6 Your Active and Draft Responses 8 Other Menu Options 8 Open Invitations 9 Shortcuts 9 7 Winning Quote 9 Negotiations 0 8 Notifications 0 Types of Negotiation 0 Quotes 0 9 Supplier Area Types of Quotation 0 Search Notifications Answering an RFQ Orders At A Glance Confirming participation How to access an RFQ Shortcuts Confirming participation Checking Information PAGE

3 Index 0 Purchase Order Details Exporting a Purchase Order Requesting Changes to the Purchase Order Requesting Purchase Order Cancellations 6 Making Searches 7 Purchase Orders 7 Shipments 7 Account 7 Product 8 Admin 8 PAGE

4 What is TV Globo Purchasing System? Dear Supplier, Welcome to the TV Globo Purchasing System. This tool is intended to simplify, organize and provide more transparency in TV Globo s product and service purchasing process. This will improve communication between Globo and our suppliers. Through the website you will be able to answer quotation requests, participate in auctions, receive and send messages to purchasers and, if your company wins a bid, access your purchase order information. You may also track your business record with our company. This user guide contains the main features of the site, with pictures of the screens and definitions of terms. Our intention is to make you familiar with each application, the concepts involved and show you how to execute each task. We hope it proves helpful, and welcome you to our new negotiation tool. TV Globo Purchasing Department PAGE

5 System Registration First Access You will receive an invitation to join the system. The contains your Username (which is the address informed by you) and a Password predefined by the system. Click on the link log on. On the following screen fill in the username and password provided. Click on the Login button. PAGE

6 System Registration Initial Password When you access TV Globo Purchasing System for the first time you will be redirected to a Change Password screen. After defining your new password click on Apply. This will be your new password to access the TV Globo Purchasing System. Resending of Password If you do not receive the with the username and password, ask the buyer to resend the message. In this case the warning to change the password will not appear. To change your password you have to go to the Preferences page on the top system menu, fill in the password in the Password Settings field and click on Apply. PAGE 6

7 System Registration How to access the System There are two ways to access the system: To click on the link contained in the invitation or by directly accessing the address Fill in the fields with the Username ( ) and Password previously registered and click on Login. PAGE 7

8 Negotiations Homepage In this page you can view and manage ongoing business, as well as initiate a new quote creation process. You can access the Negotiations page by clicking on Sourcing Supplier and Sourcing Home Page. Search Open Negotiations To locate a negotiation, use the filter and fill in the text field. To search using one word only, type % before and after the word. The system will search for all occurrences containing that word. Your Active and Draft Responses 8 This table lists all the processes in which you are participating. 6 7 To check Quote information click on Response Number 6 or Negotiation Number 7. At this point the system will open a screen with a summary of the negotiation filled in by the buyer. If you want to check all your responses click on Full List 8. The table also shows all unread messages related to a particular negotiation. 9 PAGE 8

9 Initial Negotiations Page Open Invitations Unanswered quotations (RFQ) are listed in this area. To check items and quotation conditions, click on the desired Negotiation number. If you want to see all open invitations, click on Full List. Shortcuts In this area of the screen you can find shortcuts to create quotes, manage drafts and edit personal information. PAGE 9

10 Negotiations Types of Negotiation There are three types of negotiation: Requests For Information (RFIs), Quotation Requests (RFQs) and Auctions. Request for Information RFI An RFI is used to qualify a supplier through the collection of information about the merchandise and services offered by the supplier. Quotation Request RFQ The RFQ contains the items merchandise and services - to be quoted by the suppliers. After receiving first round of Quotes, buyer can adjust the RFQ and ask suppliers to review their proposals. RFQs can go through various rounds of Negotiations. Every time a new round is started, suppliers receive a notification and have to submit a new quote. Quote Quote is a proposal presented by the supplier including prices - merchandise or services - delivery times other conditions. Types of Quotation There are two types of Quote for each type of negotiation: Blind The buyer can see Quote information during negotiations while suppliers cannot. Sealed The buyer and the supplier cannot see Quote information until the closing date of the negotiation. Auction Auctions can be used for defined services and merchandise. Various items can be included in an auction. At the buyers discretion, submitted bids can be exhibited while an auction is open. Suppliers are immediately notified of the results through on-line notifications upon auction closure. PAGE 0

11 Answering an RFQ Confirming participation How to access an RFQ You will receive an inviting you to participate in an RFQ. Click on the link in the to access the TV Globo Purchasing System. If you do not receive an you can access the RFQ by typing the following address on your browser After accessing TV Globo Purchasing System click on Sourcing Supplier and then Sourcing Home Page. Click on the Negotiation Number 6 under Open Invitations PAGE

12 Answering an RFQ Confirming participation Check Information Read the information in the Negotiation Summary and the Quoting Rules. Quoting Rules are variable and are defined by the buyer at the time of the creation of the RFQ. When the buyer creates an RFQ he/she stipulates the closing date and time for this RFQ process. Always check the Time Left. When it expires the system will not allow you to answer the negotiation. In the Items section click on View to read the complete description of the items. In the Business Terms section 6 check price, shipping and billing criteria and if there are any Notes or Attachments. At the bottom of the page click on Acknowledge participation 7 and wait for the confirmation screen. A FAQ 6 Quoting Time Left A The system states the date and time a quote or bid must be submitted by Close Date. 7 PAGE

13 Answering an RFQ Create your Quote Access the Negotiation On the Negotiations screen, click on the negotiation number on Your Active and Draft Responses to view the Negotiation Summary. At the bottom of the Negotiation Summary screen click on Create Quote. PAGE

14 Answering an RFQ Create your Quote (cont.) Fill in the Quote Define Quote Currency. Click on the calendar icon beside Quote Valid Until field and select a date to define the validity of your quote. Attention: The validity date must be later than the closing date defined by the buyer and be typed in the DD-MMM- YYYY format (E.g.: -NOV-008). Your Quote Number is your own company reference (optional). To send a message to a buyer, fill in Note to Buyer field 6 (optional). Attach document To add a file click on Attach Quote Documents. On the Attachment Documents screen 6 you can 7 choose to send an URL, a file, a short text, or a long text to the buyer. 8 Select one of the options 7, fill in the field Description 8, 9 write a text or attach a file 9 and click Done 0. You will be redirected to the Create Quote page. 0 Important You cannot just click Done to add an attachment. You have to submit a Quote. PAGE

15 Answering an RFQ Create your Quote (cont.) For each item on the FRQ Items section you shall: Click on Item Description link to see details. Fill in the Price field. Click the calendar icon beside Promise Date and select a date to define the delivery date. At this moment you can choose to either Save Draft (see page 7) or submit the quote by clicking Continue 6. When you click Continue you will be redirected to the Review Quote screen. FAQ 6 Price Prices should be filled in with a dot (.) and not a comma (,). You do not need to state the currency (E.g. 9.00) Promise Date The promised delivery date shall start counting from the closing date of the RFQ. PAGE

16 Answering an RFQ Create your Quote (cont.) Submitting a Quote On the Review Quote screen you can review the information you have entered On this page there are options to: Go Back to the Quote and correct information. Save Draft and return to the Quote at any other time (see page 7). Submit a Quote to the buyer. Click on Submit and wait for the Confirmation Screen. Confirmation On the Confirmation screen, the number of the Quote is shown 6. This screen also shows some shortcuts for possible action, such as: View quote history for this RFQ 7, View this RFQ 8, Quote in a different RFQ 9, View and send messages PAGE 6

17 Answering an RFQ Saving a Draft After you save a Quote draft you can access it on Your Active and Draft Responses on the Negotiations page. In the Response Status Field, the saved Quote will maintain its status as Draft, indicating that it has not yet been submitted. Submitted Quotes will show Active status. You can access a Quote again by clicking on Response Number. Another way to access a saved Quote is by clicking Mange Draft on the Shortcuts section at the bottom of the Negotiations page. This link leads to Manage Draft Responses page.. On the Manage Draft Responses page click on Response Number 6 to access the Quote. 6 PAGE 7

18 Answering an RFQ Spreadsheet Quotes For Quotes with many items you can save an Excel spreadsheet on your computer, fill it in and upload it to the system. At the bottom of the Negotiation Summary page click Export to Spreadsheet. You will be redirected to the Quote by spreadsheet screen. Select the option Excel File Quoting spreadsheet and click Download Now. Open the spreadsheet and fill in the mandatory fields marked with an asterisk. Save the completed file and return to Quote by Spreadsheet. Select the saved file in your computer in the File to Load field 6 and click Start Load Now 7. The system will load the information contained in the spreadsheet and automatically complete your Quote. You will be redirected to Create Quote page. Important Pay attention to the completion format. Price format to be always 9.69 with a dot (.) instead of a comma(,). In Promise date field use the dd-mmmyyyy format (-NOV-008). 6 7 PAGE 8

19 Answering an RFQ Spreadsheet Quotes (cont.) On the Create Quote page check if the data entered in the spreadsheet has been loaded correctly and click Continue to access the Review Quote page. Click Submit on the Review Quote page to finish sending the Quote. Wait for the Confirmation Page. PAGE 9

20 Answering an RFQ New Rounds If the buyer receives all the Quotes and decides that new proposals are nedeed, he/she can open a new round for the same RFQ. In this case you will receive a new invitation with the original number of the negotiation, followed by the number of the round. For example RFQ 606, new round RFQ On the Negotiations Page you can access the RFQ in the Open Invitations section. Important Attention: When you receive an RFQ referring to a new round, you must submit a new Quote, even if you maintain same conditions of previous Quote. PAGE 0

21 6 Participating in an Auction Confirming participation How to access an Auction You will receive an inviting you to participate in an Auction. Click on the link to access the TV Globo Purchasing System. After entering your username and password, click on Sourcing Supplier and Sourcing Home Page. On the Open Invitation screen 6 click on the desired Negotiations Number PAGE

22 6 Participating in an Auction Confirming participation Checking Information Read the information in the Negotiation Summary and the Bidding Rules. When creating an Auction, buyer will determine the closing date and time for the bids. Always remember to check the Bidding Time Left, since the system will not let you make any more bids after that. In the Items section click on View to check the complete description of the items. In the Business Terms section 6 check the auction pricing, shipping, and billing criteria and if there are any notes or attachments. At the bottom of the page click Acknowledge Participation 7 to confirm participation and wait for the confirmation screen. FAQ Bidding Time Left A The system will state the time remaining to send in a quote or bid. 6 7 PAGE

23 6 Participating in an Auction Submitting a Bid How to access a Negotiation On the Negotiations page, under Your Active and Preliminary Responses click on the desired Negotiation Number to view the auction Negotiation Summary. At the end of the Negotiation Summary click on Create Bid. PAGE

24 6 Participating in an Auction Submitting a Bid (cont.) Complete your Bid On the Create Bid page complete the Bid Valid Until with the validity of your bid. The field Your Bid Number is a space where you can create your own identification number. In Proxy Bid Decrement, you can specify the amount or value for the automatic bid, as we will explain below. In Auction Items you can make individual bids for each item. Fill in your first Price 6 offer. Fill in the Proxy Minimum 7 field with the lowest value you accept for that product/service. 6 7 Example Reduction of Bid by Proxy In a specific auction you set R$00.00 as proxy reduction value. If a competitor submits for example a bid of R$00.00, the system will automatically offer a R$00.00 bid in your name. This automatic bidding reduction will continue until it reaches the Proxy Minimum Value you have settled. PAGE

25 6 Participating in an Auction Submitting a Bid (cont.) Submit your Bid To finalize your Bid, click Continue, in the Create Bid page. You will be redirected to the Review Bid screen.. In Review Bid screen check the data previously entered and click Submit. Important Wait for the confirmation screen to be sure that your bid has been submitted. PAGE

26 6 Participating in an Auction How to monitor an Auction You can monitor the bids of your competitors for each negotiation item if the buyer has activated this possibility. In this auction format you can create new Bids with more competitive prices and submit them to the buyer. To check the bids of other proponents go to the Negotiations page and click on Negotiation number. You will be redirected to the Negotiation Summary Screen. In the area where the Items are listed, click the number just below the Bids field. This number indicates the number of bids for this negotiation item. You will be redirected to the page Compare All Bids by Item. PAGE 6

27 6 Participating in an Auction How to monitor an Auction (cont.) Compare Bids On the Compare All Bids by Item screen you will find all Active Bids for this negotiation item. To compare your proposals with those of other suppliers, select the bids and click Compare. You will be redirected to the Compare Bids screen. All the information registered by each bidder will be displayed on the Compare Bids screen 6. 6 PAGE 7

28 6 Participating in an Auction Other Menu Option AutoRefresh On AutoRefresh On allows the continuous monitoring of bids in an auction, both before and after submitting a bid. In this screen you can adjust the AutoRefresh interval for page renewal. The AutoRefresh On page will update the current best price offers and the bid status of each item in the auction. Export to Spreadsheet On the Export to Spreadsheet page you can download a spreadsheet to your computer, complete it and upload it to the system. FAQ Understanding Bid status: No Bid items for which you have not made a bid. Winning - items for which at the present moment you have offered the best bid. Losing - items for which at the present moment your current bid is not the best. PAGE 8

29 7 Winning Quote After the buyer s decision all participating companies will receive an notification of the result of the negotiation, whether they win or not. The classification indicator can be Winner or Loser or the classification order:, and number representing the winning Quote/Bid. To check the details of the decision click on the link, or check the Negotiations Page and access the Negotiation number in Your Active and Draft Responses. By clicking the Negotiation number of the winning quote you can check the Negotiation Summary and the status of that particular negotiation and/or the classification indicator. At the bottom of the page click View Quote History. On Quote History page, select Quote 6 and click View Quote Details 7. In Quote Details you can see the details of the decisions. 6 7 PAGE 9

30 8 Notifications Another option that appears in the Negotiations area is the Worklist. This application manages all messages sent to you by the buyer. To specify the notifications to be shown, select the type of notification that you want in the drop down menu View and click the button Go. The list is classified by Date Sent, with the newest appearing first, and by Subject in alphabetical order. You can change this order by clicking on one of the items in the header of the table: From, Due, Type, Subject, Sent, Expiry or Status. PAGE 0

31 9 Supplier Area To access Supplier Area go to the isupplier Portal by clicking Portal do Fornecedor and Página Incial. On homepage, you will have access to all the Notifications received and in the Orders At A Glance section you can access a list of purchase documents sent. Search To search all POs, Shipment Numbers, Invoices and Payments select the type of document, enter a keyword on Search and click on Go. 7 6 Notifications All communication between the supplier and buyer in relation to POs, Shipment Numbers, Invoices and Payments are managed in the Notifications section. The default screen shows the most recent notifications received. If you want to view all notifications click on Full List 6. To check notification details click on Subject 7. PAGE

32 9 Supplier Area Orders At A Glance In this section you can view the most recent Purchase Orders (PO). To view all Purchase Orders, click Full List. To check details of the Purchase Order, click on the respective PO Number. Shortcuts On the right side of the screen there are Shortcuts tthat allow you to access the most important sections in the PO area. Links are separated by categories (Planning, Orders, Shipments, Receipts, Invoices and Payments) for a quick access. PAGE

33 0 Purchase Order Details To access more information about a PO click on the respective PO number. In General Information you can view PO Descriptions, Price, Amount, Promised Date, Need By Date and Attachment. Terms and Conditions lists Payment and Freight terms. Bill to Address contains information for the billing of the PO. Ship to Address informs the address where the 7 merchandise or the service shall be delivered. In PO details 6 you can access a summary of the main PO information. In Related Information 7 you can find shortcuts to the Receipts, Invoices and Payments related to the PO. 6 PAGE

34 Exporting a Purchase Order If you want to export the information from the Purchase Order to your computer click on the Export button at the bottom of the page. The system will create a file (.csv) that can be read in Excel format. PAGE

35 Requesting Changes to the Purchase Order Order On the isupplier Portal homepage under Orders, you can request changes to the Purchase Order values, dates or quantities. The buyer can choose to accept or reject the changes. To request a purchase order change, select a PO and click on Request Changes button located at the top and bottom of the page. Make the necessary changes on the open fields in PO details and then click Submit 6. After submitting the modifications you have to wait for the buyer to accept them. He/she will receive a notification requesting the changes and can decide to either accept or reject them. Note that the system will generate notifications about the requested changes and the buyer s response. To check the alterations made to the purchase order, click on either one of the View Change History 7 buttons at the top and bottom of the page. Important Since purchasers monitor deliveries through the system (Promise Date), the supplier shall inform and submit any changes in the delivery schedule. 7 6 PAGE

36 Requesting Purchase Order Cancellation In the Order section of the isupplier Portal homepage you can access all POs placed with your company. o request the cancellation of a Purchase Order, select the desired PO number and click the Request Cancellation button at either the top or bottom of the page. Fill in the fields Action and Reason of the cancellation. The buyer will receive a notification with a request to cancel the PO and can decide to either accept or reject it. Check View Change History to view the purchaser s action. PAGE 6

37 Making Searches Through the main menu you can use filters to select and view purchasing documents: Purchase Orders In Order, you can access all Purchase Orders, Manufacturing Orders, Agreements, Purchase History and RFQs (quotes) related to your company. For further search options click on Advanced Search. Shipments On Shipments you can access Delivery and Shipment Schedules, Receipts and Returns of material, Overdue receipts and others. For further search options click on Advanced Search. Account On Account you can view Invoices and Payment status. For further search options click on Advanced Search. PAGE 7

38 Making Searches Product On Product, you may search Purchase Orders by item code or description. Admin Access the Admin section to view your company information and/or request any updates on your company profile details. In this section you may also provide information about Certificates and Documentation required by TV Globo. PAGE 8