Procurement Services Supplier Registration & Sourcing [SRS] Supplier Registration Guide 30 th May 2014

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1 Procurement Services Supplier Registration & Sourcing [SRS] Supplier Registration Guide 30 th May P age

2 THIS PAGE HAS BEEN INTENTIONALLY LEFT BLANK 2 P age

3 Step 1: Using Internet Explorer 8 or Internet Explorer 9, go to the website address This action will bring you to the page below: Step 2: If you have never registered before, click on the Supplier Registration option on the left-hand side of the screen. All the details around the registration process will be displayed on the right-hand side of the screen. Read through the information provided before you begin the registration process. For example, it is important that you know that the application only supports Internet Explorer 8 and Internet Explorer 9. The portal does not support Firefox of Google Chrome browsers. Gather all the necessary information required for registration such as your organization s TIN number, commodities offered and DUN and Bradstreet Number. Step 3: Scroll down to the bottom of the Supplier Registration page. Within the Begin Registration section located at the bottom of the Supplier Registration information page, identify whether you are registering for the first time (new) or you have previously registered and want to update your profile (returning). 3 P age

4 New Supplier: Step 4: Click on the appropriate link in step 3, if you are new to the registration process, a Company Information page will be displayed. Complete the fields and hit the Continue button. Note: Once step 4 is complete, two s will be sent to you. Both s will confirm the start of your registration process. One will contain your and login ID and the other will contain your and password. 4 P age

5 Note: If you must exit the application to return to your registration later, use the username and password supplied in the s above. At your first login, you will be prompted to change your password. Step 4: Note the red check mark next to the Company Information on the left-hand side of the screen. This shows that the requirement for that menu option has been completed. Proceed to enter the information required around your Business Biography. This page is broken down into several sections: 1. Company Data Enter your company data around the number of employees and years in business. 5 P age

6 2. Service Areas: a. Global Service Area click on the Select Global Service Area link and select the areas you service. You can change your selections by applying either the Remove Selected or Remove All button. b. State Service Area click on the Select State Service Area and make your selections: 6 P age

7 c. California Service Area click on the Select California Service Area and make your selections: 3. Product and/or Services a. Primary NAICS Code b. Secondary NAICS Codes c. UNSPSC Code Select the appropriate primary NAICS code and as many secondary NAICS code(s) and UNSPSC code(s) that apply to your organization. 4. Annual Sales Volume provide your annual sales volume in dollars for 2011, 2012 and 2013: 7 P age

8 5. Business Biography Additional Questions provide appropriate responses regarding Primary Type of Business and Citizenship: 6. References provide at least one company reference: 7. Employee-Supplier Relationship Disclosure disclose any relationship(s) you have with the University of California. Click on Save to save your progress and then Continue to proceed: Note: Both the Company Information and Business Biography options on the left-hand side of the screen have been checked as complete: Step 5: The Continue button should take you to the Company Addresses by Location screen, click on the Add Location button. If you click on the Continue button without adding a location, you will get an error message that says Please 8 P age

9 provide at least 1 Active Location(s). The Modify Location screen is displayed. Enter Location Name, Description, PO Delivery Method and Effective Date. This location will serve as your default location. Click on the Submit button. Step 6: There is a requirement for each location to have a minimum of three addresses a Physical, a Remit and a Purchase Order address. The system permits for all three addresses to be the same. Click on the Add Address button to start the process of adding the required addresses: 9 P age

10 Step 7: In the Location Address screen, enter the details of your organization s physical address. Click the Add Address button: 10 P age

11 Step 8: Follow the same steps and add the Remit address: 11 P age

12 Step 9: Follow the same steps and add the Purchase Order address. Note the confirmation that all three addresses required for the location has been successfully entered: 12 P age

13 Step 10: Add a contact per location address or the same contact for all addresses. Click on the Add Contact button. A location Contact screen will appear. Select the Contact Type and enter the details around the contact person. Click on the Add Contact button once the details are complete. In the example below, the Contact Type selected is physical. 13 P age

14 Step 11: Add a contact for the remit address by clicking on the Add Contact button. Select the Contact Type and enter the details around the contact person. Click on the Add Contact button once the details are complete. In the example below, the Contact Type selected is Remit. 14 P age

15 Step 12: Add a contact for the purchase order address by clicking on the Add Contact button. Select the Contact Type and enter the details around the contact person. Click on the Add Contact button once the details are complete. In the example below, the Contact Type selected is Purchase Order. Step 13: Click on the Submit button to save all contact person entries. 15 P age

16 Step 14: This step is optional. If you have additional locations (any additional location will require physical, remit and purchase order addresses as well as contacts), click on the Add Location button to repeat steps 5 through 13. If you have no additional locations, click on the Continue button to proceed. Note: The Company Information, Business Biography and the Company Addresses options on the left-hand side of the screen have been checked as complete: Step 15: Complete the Diversity Information requirements as applicable. Click on the Continue button to proceed. 16 P age

17 Note: The Company Information, Business Biography, Company Addresses and Diversity Information options on the lefthand side of the screen have been checked as complete: Step 16: Provide your organization s insurance information by clicking on the Add Additional Insurance button on the Insurance Information screen. Specify the Type of Insurance, Insurance Limit, Expiration Date and Insurance Provider. Upload your Certificate of Insurance. Click on the Save Insurance button: Note: The opportunity exists to add additional insurance information using the Add Additional Insurance button. For demonstration purposes, the example below shows two types of insurance added Liability and Comprehensive. Click on Continue to proceed. 17 P age

18 Step 17: Supply the preparer s information and certify that the information provided is true and accurate. Use the Save and Exit button to close the application. An will be sent to you from technicalsupport@sciquest.com confirming your registration. 18 P age

19 Returning User: Step 1: To update your information as a previously registered user, log into the supplier portal using your username and password. If you cannot remember your username and password, send an to support@ucporcure.zendesk.com and a support person will contact you: Step 2: The Dashboard page below will be displayed. Click on the Update Profile link on the left-hand side of the screen. Step 3: From the Supplier Menu Page, click on the Update Registration link. NOTE: This page allows you to add additional contacts and change your password. 19 P age

20 Step 4: The Company Information screen is displayed, make your edits as required. Click on the Continue button and follow steps 4 through 17. Got Questions? Send an to support@ucprocure.zendesk.com 20 P age