COMMERCIAL STANDARD OFFER PROGRAM TRADE ALLY REGISTRATION USER GUIDE VERSION 2.0

Transcription

1 COMMERCIAL STANDARD OFFER PROGRAM TRADE ALLY REGISTRATION USER GUIDE VERSION 2.0 ESG: simplify everything

2 TABLE OF CONTENTS 1 Trade Ally Registration Submitting a Trade Ally Registration Form Logging Into EECP Viewing Your Trade Ally Profile Confidential and Proprietary Information Page 2 of 15

3 1 NEW TRADE ALLIES: TRADE ALLY REGISTRATION 1.1 SUBMITTING A TRADE ALLY REGISTRATION FORM Trade Allies who do not have user profiles in EECP can find the link to the registration form on the AEP Program webpage. When the registration form opens, the Getting Started Step will be displayed. FIGURE 1 TRADE ALLY REGISTRATION GETTING STARTED STEP 1. Select the Program Year that you would like to register for. 2. Enter your Tax ID or Social Security Number and click the Next button. If the Tax ID or Social Security Number is not associated to a Trade Ally Profile that exists in EECP, you will be navigated to the User Information Step. Confidential and Proprietary Information Page 1 of 15

4 FIGURE 2 TRADE ALLY REGISTRATION USER INFORMATION STEP 3. Enter the user s first name, last name, phone number, address and password. If the Program Manger approves the registration form, the user s address will serve as their username. 4. Click the Next button. If the required fields are complete, you will be navigated to the Company Profile Information Step. Confidential and Proprietary Information Page 2 of 15

5 FIGURE 3 TRADE ALLY REGISTRATION COMPANY PROFILE INFORMATION STEP (PART 1) FIGURE 4 TRADE ALLY REGISTRATION COMPANY PROFILE INFORMATION (PART 2) 5. Enter the company name, tax status, office address and any additional information that is required on this step of the registration form. Confidential and Proprietary Information Page 3 of 15

6 6. If you would like to add a company contact, click the Add Company Contact button. If you would like to add a license or certification, click the Add License or Add Certification button. 7. If you would like to delete a company contact, license or certification, click the button. 8. If you would like to edit a company contact, license or certification, click the link in the table ( ). 9. Click the Next button. If the required fields are complete, you will be navigated to the Qualification Information Step. FIGURE 5 - TRADE ALLY REGISTRATION QUALIFICATION INFORMATION STEP 10. Enter the information that is required on this step of the registration form. 11. Click the Next button. If the required fields are complete, you will be navigated to the Program Information Step. Confidential and Proprietary Information Page 4 of 15

7 FIGURE 6 TRADE ALLY REGISTRATION PROGRAM INFORMATION STEP 12. The Commercial Standard Offer Program does not require trade allies to provide information on the Program Information Step. So you may click Next. 13. After you click Next, you will be navigated to the Review and Submit Page. Confidential and Proprietary Information Page 5 of 15

8 FIGURE 7 TRADE ALLY REGISTRATION REVIEW AND SUBMIT PAGE (PART 1) Confidential and Proprietary Information Page 6 of 15

9 FIGURE 8 TRADE ALLY REGISTRATION REVIEW AND SUBMIT PAGE (PART 2) 14. Confirm that you reviewed the registration form and that the information provided is true and correct to the best of your knowledge. 15. Click the Submit button. You will be navigated to the confirmation page. 16. A confirmation will be sent to the address that was provided on the User Information step. The will contain all of the information that was provided on the registration form. 1.2 LOGGING INTO EECP 1. When the status of your Trade Ally Registration changes, you will receive a notification . If your application was approved, the will contain your username, a link to EECP and comments provided by the Program Manager. 2. Open the notification and click the link to EECP. The login page will open. Confidential and Proprietary Information Page 7 of 15

10 FIGURE 9 EECP LOGIN PAGE 3. Enter your Username and Password and click the Login button. 4. EECP will direct you to the Change Password Page. Confidential and Proprietary Information Page 8 of 15

11 FIGURE 10 CHANGE PASSWORD PAGE 5. Enter your Current Password and New Password and click the Change Password button. You will be navigated to the EECP Home Page. Confidential and Proprietary Information Page 9 of 15

12 1.3 VIEWING YOUR TRADE ALLY PROFILE FIGURE 11 EECP HOME PAGE 1. Hover over the Main Menu and click the Trade Ally button. You will be navigated to the Trade Ally List. Confidential and Proprietary Information Page 10 of 15

13 Confidential and Proprietary Information Page 11 of 15

14 2. Click the Edit button. 3. You will be navigated to your Trade Ally Profile. FIGURE 12 TRADE ALLY LIST 2 EXISTING TRADE ALLIES: NEW PROGRAM YEAR REGISTRATION 2.1 SUBMITTING A NEW PROGRAM YEAR REGISTRATION FORM 1. Click the New Registration button on your Trade Ally Profile (pictured below). Confidential and Proprietary Information Page 12 of 15

15 2. The Available Programs dialog will open. FIGURE 13 - AVAILABLE PROGRAMS DIALOG 3. Select the Program and Program Year and click the OK button. If you already have a registration for that Program and Program Year that s in the Pending Approval or Approved status, you will receive an error message. Otherwise, the Program Year Registration form will open. 4. All of the fields on the Program Year Registration form will prepopulate with the information that s saved on your trade ally profile. If you have never been approved to participate in the program, the fields on the Program Information Step will not prepopulate. Confidential and Proprietary Information Page 13 of 15