onboarding supplier guide en rev1.0 20181004 · 2020. 9. 13. · mandatory fields are underlined...
TRANSCRIPT
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SupplierOnboarding
Step-by-step instructions
04.10.2018E.ON Supply Chain
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Introduction
Dear supplier,
to maximize the value of interaction with suppliers and to ensure groupwide transparency on suppliers and their products and services E.ON uses a consistent approach of tool-aided supplier relationship management (SRM).
Supplier Onboarding is the process step of the SRM process ensuring that existing and new suppliers meet certain criteria to comply with E.ON’s minimum requirements. Most of the steps related to the Supplier Onboarding process are conducted within an online portal.
As a new Suppliers you must use the Supplier Self Registration (SSR) to enter your company information. After a successful SSR you are already allowed to be invited to be invited to tenders and eAuctions.
Within the further steps of the Supplier Onboarding process you may –if required- be asked to fill out questionnaires and provide documents and certificates via the online portal. Once you have successfully passed the Supplier Onboarding process you get the material-group specific approval to receive Purchase Orders.
This guide serves the the purpose of helping you perform a successful Supplier Onboarding. In case of questions regardingthe process please contact your responsible E.ON purchaser. For technical questions about the usage of the online portalplease contact the provider SynerTrade via phone (+49-800-5893334) or mail ([email protected]).
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Invitation to the E.ON Supplier-Self-Registration (SSR)
Congratulations!
As soon as you receive this eMail you areinvited as a potential supplier for E.ON.
Please use the link and login provided in the eMail to access the portal.
The one-time login password is sent in a seperate eMail.
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https://eon.synertrade.com
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Login into the online portal
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Please use the link and login provided in the eMail to access the portal.
The one-time login password is sent in a seperate eMail.
In case you forgot or lost your password, you can retrieve it by clicking the link “Can not log in?”
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Welcome to the Supplier-Self-Registration
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After successful registration you will see the welcome page of the online portal.
All the tabs displayed are part of the registration process.
In order to „SAVE“ and jump to each section you always need to click “NEXT“.
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Supplier Self Registration:Sheet „Company and 1st Contact“
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Company and 1st contact
Please enter the requested contact information foryour company and the first contact person.
Mandatory fields are underlined red (this also appliesto the field on the following pages).
Klick on „NEXT“ to get to the next sheet..
Please enter the e-mail address of the future
contact person. All communication / transmission of
Purchase Orders after release of supplier Self
Registration will be done via this e-mail address!
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Supplier Self Registration:Sheet „COMPANY CONTACTS“
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Click on „New Contact“ to create one or several new contact persons.
Click on and then on „Apply“ to save your entries for a contact.
Click on „NEXT“ to get to the next sheet.
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Supplier Self Registration:Sheet „COMPANY BANK ACCOUNTS“
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Click on „New“ to enter new bank accounts. You can create a separate account for each currency.
Click on and then on „Apply“ to save your entries for the bank account.
Click on „NEXT“ to get to the next sheet.
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Supplier Self Registration:Registerkarte „LOCATIONS/SITES“
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Click on „New“ to enter new locations/sites.
Click on and then on „Apply“ to save your entries.
Click on „NEXT“ to get to the next sheet.
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Supplier Self Registration:Sheet „CERTIFICATES“
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Click on „New“ to upload new certificates.
Select the relevant certificate in the drop-down in the column „Certificate Name“ .
Please enter for each certificate the validity dates in the fields „Valid from“ and „Valid until“.
You can upload related documents by clicking on (see description on next page).
Click on and then on „Apply“ to save your entries.
Click on „NEXT“ to get to the next sheet.
It is mandatory for your registration that you uploada business letter of yuor company according to theinstructions below. Please label the business letter
as „* Letter Head“
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Upload documents in document list
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Click on „Upload“ to upload new documents.
A window will pop up. There you can add one or more documents via „Drag & Drop“ or by selecting them in a browser (link „Select fiels“).
After successful upload close the window by clicking „DONE“.
Save your changes in the document list by first clicking on „Save“ and then on „Close“.
Caution: Documents will not be uploaded to the document list unlessyou click „Save“!
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Supplier Self Registration:Sheet „DOCUMENTS“
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If needed, you can upload further documents for E.ON.
Click on „Upload“. A window will pop up. You can select documents for upload.
Click on „NEXT“ to get to the next sheet.
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Supplier Self Registration:Sheet „Supplier Code of Conduct“
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On this sheet you need to accept the E.ON Supplier Code of Conduct.
You can download this document in different languages via the Link.
Select „YES“ in the drop-down list and click „Publich“.
Click on „NEXT“ to get to the next sheet.
Accepting the Supplier Code of Conduct is a mandatory stepin the Supplier Self Registration. The process cannot be
continued unless the Code of Conduct has been accepted.
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Supplier Self Registration:Sheet „FINALIZATION“
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Caution: After clicking „FINISH PROCESS“ you cannotchange the information entered during the Supplier Self
Registration anymore.!
Check the data entered and confirm by clicking „FINISH PROCESS“.
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Lieferantenselbstregistrierung:Registrierung erfolgreich abgeschlossen
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Thank you very much! You have completed the Supplier Self Registration.
Modifications of your data are only possible upon request by E.ON.Your account to the online platform will be deactivated.
In case of incomplete or incorrect information yourregistration will be rejected and sent back to you forcorrection.
You will be contacted via e-mail as soon as yourregistration has been checked and relased by E.ON. Then you can already be invited to tenders and electronic auctions.
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Continue Supplier Onboarding Process
In case of further missing details, the responsible E.ON buyer canreopen your access to the Onboarding process.
Then you will receive an e-mail asking you to add the missinginformation in the online platform.
The link in the e-mail leads to the online platform, on which youcan continue the Supplier Onbaording Process.
Please use the login credentials provided to you and the passwordyou selected.
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https://eon.synertrade.com
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Display settings in online platform
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At your first login at the online platform, you need to select the content to bedisplayed on your start page(SynerSpace).
You can modify these settings anytime byclicking on „Manage Cards“.
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Overview on requested questionnaires
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To show requested questionnaires please select „ADDITIONAL INFORMATION“ in „My Account“.
The status of each questionnaire is shown via a traffic light system.
To fill a questionnaire, please click on the name of the questionnaire.
Red: Not all mandatory field completed
Yellow: All mandatory fields completed, someoptional informatino missing
Green: All fields completed
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Completing a questionnaire
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Answer the questions in thequestionnaire.
Mandatory fields are underlined red.
If required, additional documents and certificates need to be uploaded.
After completing a questionnaire youcan „Save as draft“ or „Publish“.
By clicking on „Back to overview“ yuoget back to the overview page of yourprofile.
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Overview on requested questionnaires
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The sheet „ADDITIOINAL INFORMATION“ will show you the status and completionrate of the questionnaires.
After completing all requiredquestionnaires you can close the processby clicking „FINALIZATION“.
Red: Not all mandatory field completed
Yellow: All mandatory fields completed, someoptional informatino missing
Green: All fields completed
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Close Supplier Onboarding
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Thank you very much! Close the Supplier Onboarding by clicking „Finish“
In case of missing or incorrect information, questionnaires will be rejected and sent back to you.
You will be contacted via e-mail when your informationhas been reviewed and released. Then you receive an approval to receive purchase orders for products orservices in certain material groups.
We are looking forward to a good cooperation!
In case of questions regarding Supplier Onboarding, please refer to the responsible E.ON buyer.
For technical questions please refer to the technicalhotline of the supplier SynerTrade
(+49-800-5893334) bzw. per eMail([email protected]).