CVS DSD Vendor Portal Training
Sign on to Vendor Portal Go to vendorportal.cvs.com and then type or copy your ID and password on the Welcome sign in page. Please note that ID and password are case sensitive.
Vendor Portal Dashboard Click on Vendor DSD Cost Management to View/Update Costs.
Regular Cost Step 1 Choose Regular Cost under Cost Type on Left
Regular Cost Step 2 Click on Current Cost List under Status on the Right
Regular Cost Step 3 Click on View Your Request
New Cost - Enter New Cost Enter in New Case Cost if UOM is Case Enter in New Unit Cost if UOM is Each, in 2 nd row
New Cost - Enter Effective Date Enter Effective Date - Must be greater than current date + 2 days. Must match format at top of column and use dashes only - MM-DD-YYYY Please note- a warning will be given for dates less than 30 60 days from current date. Will allow to save, but CM may reject.
New Cost - Enter Comment Enter Comment which best explains change entered. Will be seen by CM.
New Cost - Highlight Changes Click on Highlight Changes once all changes have been entered.
New Cost - Save Changes If all changes have been entered correctly, all entries will be highlighted in green. Click on Save
New Cost - View Saved Changes Saved Changes can be viewed by clicking on All Changes, Then View Your Request Please note, all changes except effective date, can be updated, unless approved or rejected by CM. See next slide if you need to delete these changes
Delete Pending Changes To delete any pending changes, click in boxes to check in first row of grid, and then click on the Delete button on bottom
Change Each to Case or Case to Each With filter at left, choose Regular cost Click on Current cost list Click on View Your Request In Item Details Grid, change Each to Case or Case to Each from drop down Follow instructions in New Cost Slides
Multi Button Step 1 Click on boxes in 1 st row to choose multiple items and enter change only once for all. Note: Multi button is not enabled since no boxes are checked yet
Multi Button Step 2 Once boxes are checked, the multi button will be enabled. Clicking on Multi, will bring up a new window which allow user to enter same new cost, effective date, & comment for all items selected
Multi Button Step 3 Enter new cost in New Unit Cost Enter Date using format of example given. Must be current date + 2 days. Enter Comment which will be seen by CM If UOM of item is Case, cost would be entered in New Case cost instead of New Unit cost. (UOM can be changed in this screen also, using the drop down) Changes less than 30 or 60 days may be rejected by CM Click on ok, which will bring back to Item Details Grid & allow to save
View SKU/UPC Details Filter = Regular Cost Can Be any Status Click on either SKU or UPC
View SKU/UPC Details CM Comment can be seen when clicking on UPC or SKU in Item Detail Grid, in Pending or Rejected Changes Status, on Rejected changes only Item Details Grid only fits one UPC - Any additional UPCs(if any) can be seen here in any Status Vendor Comment can be seen when clicking on UPC or SKU in Item Detail Grid, in any Change Status Can only be seen in applicable Change Status when clicking on SKU or UPC in Item Detail Grid
Export Item Details in Grid 1 Filter = Regular Cost Can be seen in any status Click on Zone number Click on Export Results
Export Item Details in Grid 2 Click on Open Will bring up an Excel file with the following columns; SKU, UPC, Description, Zone Size, Delivery UOM, Case Qty, New Case Qty, Unit Cost, New Unit Cost, Case Cost, New Case Cost, Pre-Price, Effective Date, Comment, & Status Click on Save will allow you to save and name your file, to open at a later time
Upload Cost Changes 1 *Pre-priced items will have a retail in the pre-price column Exported file from Grid See Export Item Details slides Change Deliver UOM if incorrect Enter New Case Qty if Changing UOM Enter New Case Cost if UOM is Case Enter New Unit cost if UOM is Each Enter Pre-Price(only if item is pre-priced) * Enter Effective Date using format MM- DD-YYYY Enter Comment
Upload Cost Changes 2 DSD Cost Changes Upload FAQs You cannot add any columns to the CSV file. You also may not remove any columns. You may & should remove any rows not needed the smaller the file, the quicker it will upload. 13 digit UPCs will not upload - costs for these UPCs have to be entered manually. Do not enter a retail in the pre-price column if the item is not pre-priced. You can not enter a cost change for an un-authorized item- remove those rows. Uploading cost changes does not change current cost until the CM has approved them and the effective date has been reached. Only Delivery UOM or pre-price cells can be typed over to change all other changes must be entered in the blank cells of the appropriate column.
Upload Cost Changes 3 Regular Cost in Cost Type Upload in Status Click on Browse
Upload Cost Changes 4 Clicking on Browse will bring you to an Upload window where you will retrieve your saved Excel CSV file. Go to the location of your saved file and either double click on click on open once you find it.
Upload Cost Changes 5 Click on View Your Request
Upload Cost Changes 6 Click on Highlight Changes and then save as long as all changes have been entered correctly.
Store List Filter = Regular Cost Can be seen in any status Click on Zone number
Store List Clicking on zone in Item Detail Grid, brings up the stores in zone list - Stores not listed are not authorized to receive product from this supplier. Suppliers may have multiple zones and should check store list for all stores they deliver to.
Export Store List 1 Click on Export Results
Export Store List 2 Click on Open Will bring up an excel file with the following columns; Store, Area, Region, District, Street, City, State, & Zip Click on Save will allow you to save and name your file, to open at a later time
Promo Cost Changes 1 Click on Ad Promo in Cost Type Choose start date from drop down Choose End Date from drop down Choose Promo Event from drop down. Click on View Your Request
Promo Cost Changes 2 Enter Promo cost Effective date Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides to update cost. Once changes have been entered, click on Highlight Changes and then Save. Please note: Once promo is approved, changes can no longer be entered. In Store Promo in Cost Type is View Only- follow same steps as Ad Promo, to view.
Vendor Invoice Inquiry Click on Vendor DSD Invoice
Vendor Invoice Inquiry Store/Invoice Query Type default is Store/Invoice Enter Store # - only store number in a zone under supplier number can be used. Enter Invoice number for Store Click on Get Invoice Discrepancies Only if checked, will bring up only Cost Discrepancy information, if any, in any of the types chosen
Vendor Invoice Inquiry Store/Check Number Query Type is Store/ Check Number Enter Store # - only store number in a zone under supplier number can be used. Enter Check number for store Click on Get Invoice
Vendor Invoice Inquiry Store/Date Range 1 Query Type is Store/ Date Range Enter Store # - only store number in a zone under supplier number can be used. Type To and From Date Range OR Click on Push Button to bring up Calendar Click on Search for Invoices
Vendor Invoice Inquiry Store/Date Range 2 Choose Invoice from drop down Click on Get Invoice or Clear to start over
Vendor Invoice Results 1 Vendor Store Invoice Number Invoice Date Check Number Receipt Nbr Total Invoice Amt Vendor Name. The Store Number the invoice is for. Invoice Number. Invoice Date. Indicates the check number the invoice was paid with. The store generated keyrec number. Total amount of the Supplier s invoice. Credit invoices will appear as negative numbers. Discrepancies Only Total Quantity Units Total Invoice Misc Charges This screen is view only and is the same regardless which type of query used. Indicates whether you searched for discrepancies only or all results. Indicates the total number of units delivered to the store. The total of all the Miscellaneous Charges entered by the Supplier for the invoice (e.g. bottle deposits). A complete list of allowable charge codes can be found in CVS s Supplier Policy.
Vendor Invoice Results 2 This screen is view only and is the same regardless which type of query used. Adj Tot Invoice Misc Charges Receipt Date Total Paid Amt Adj Paid Amt A number in this field indicates a discrepancy between what the Supplier submitted for invoice charges and what CVS actually paid. The date the product was received by the store. The amount CVS actually paid the Supplier. A number in this field indicates a discrepancy between what the Supplier submitted for payment and what CVS actually paid. Total Invoice Allowances The total of all Invoice Allowances entered by the Supplier for the invoice. A complete list of allowable allowance can be found in CVS s Supplier Policy. Adj Tot Invoice Allowances Last Adjustment Date A number in this field indicates a discrepancy between what the Supplier submitted for invoice allowances and what CVS actually took as an allowance The date the last adjustment was made to the invoice.
Vendor Invoice Results 3 Adj Y indicates the item was adjusted; N indicates there are no adjustments for the item. This screen is view only and is the same regardless which type of query used. UPC Description Qty Unit Cost Cents-Off Allow Net Unit Cost Manufacturer s UPC Item description CVS: Indicates quantity received. Supplier: Indicates quantity on the Supplier invoice. CVS: Regular Unit Cost entered in the DSD Pricing Tool. Supplier: Regular Cost on the Supplier s invoice. Supplier: Additional discount amount offered by the Supplier. This amount does not show on the Supplier s invoice. CVS: Net Unit Cost will always equal Unit Cost. Supplier: Equals Unit Cost less Cents Off Allowance.
Vendor Invoice Results 4 Qty Variance Unit Cost Variance Total Other Allow Total Charges Total Amount Paid Supplier: Equals Supplier Invoice Quantity less CVS Receipt Quantity. A negative number indicates CVS received more than the Supplier says they delivered.. Supplier: Equals Supplier Net Unit Cost less CVS Net Unit Cost. CVS: Total of all Allowances taken by CVS other than Cents Off. Supplier: Total of all the Supplier invoice Allowances other than Cents Off. CVS: Total of all Charges paid by CVS. Supplier: Total of all the Supplier invoice Charges. CVS: Equals CVS Extended Net Cost minus Total Allowances plus Total Charges. Supplier: Equals Extended Supplier Net Cost minus Total Allowances plus Total Charges. Extended Cost Var This screen is view only and is the same regardless which type of query used. Supplier: Equals Supplier Total Amount Paid minus the CVS Total Amount Paid. A negative number indicates the Supplier price is lower than the CVS price..
Vendor Invoice Results Display Allowance/Charges 1 Click on Display Allowances/ Changes
Vendor Invoice Results Display Allowance/Charges 2 Allowance / Charge Code Allowance / Charge Description A unique code used by CVS to identify Allowances / Charges. Note: Header level allowances and charges WILL NOT appear on this screen. Indicates which Allowance / Charge the Code represents. Invoice Amount The Supplier invoice amount for the allowance / charge. Paid Amount The allowance / charge amount CVS paid. For further questions regarding invoices and payments, please contact the Accounts Payable line at 401-770-2441.