ups –tradeshift supplier training setting up a tradeshift... · © 2015 united parcel service of...
TRANSCRIPT
![Page 1: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/1.jpg)
UPS– TradeshiftSupplierTraining
SettingUpa TradeshiftAccount
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.
ReferenceGuideActivatingAnAccount 3
AccountActivationErrorsandSolutions 10
GettingStartedasaSupplier 11
TradeshiftDefinitions 12
ScreenViewTips 13
NetworkConnections 16
HowtoChangeAccountEmailAddress 17
HowtoEditCompanyAccountProfile 18
HowtoAddTeamMembers 20
ManageAccountSettings 22
CompanyDetails 23
CompanyLogo 25
AddNotificationRecipient 26
SupportResources 27
2
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 3
ActivatinganAccountStep1:SelectthegreenSignuptoinvoiceUPSbuttonintheinvitationemail
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 4
Step2: SelecttheAcceptInvitationbuttonfromUPStojoinTradeshift
ActivatinganAccount
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 5
Step3: Verifythecompanyname,emailaddress,andcountry,andthen selectthegreenbuttontocreateaTradeshiftprofile
ActivatinganAccount
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 6
Step4:Oncetheinvitationhasbeenacceptedthemessagebelowwillappearonthescreen
ActivatinganAccount
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 7
Step5:SelectthegreenbuttontoactivatetheaccountActivatinganAccount
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 8
Step6: Completethefieldsshownbelow andselectStartUsingTradeshift
ActivatinganAccount
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 9
• UsersarenowsignedintoTradeshift
ActivatinganAccount
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 10
Certainerrormessagesmayappearduringaccountactivation:
Error: Passworddoesn’tmatchemailaddress
• Solution:Select ForgotPassword
Error: Anaccountwiththesameemailaddressalreadyexists
• Tradeshiftrequiresthateverycompanyaccountbecreatedwithanindividualemailaddress
• Solution:IfanemailaddresshasalreadybeenusedinTradeshift,useadifferentemailaddressorlogintotheexistingcompanyprofileandcontactTradeshiftsupporttoconnecttoUPS
AccountActivationErrorsandSolutions
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.
GettingStartedasaSupplier• Aconfirmationemailwithdetailsongettingstartedwillbesenttothe
emailaddressthatwasusedtoactivatetheaccount• TheTradeshiftportalisavailableforuseimmediately• [email protected] tointegrateexistingaccounting
softwarewiththeTradeshiftplatform
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.
TradeshiftDefinitions• Tasks- Outstandingtasksassignedtousers,includinganyworkflowapprovaltasks
• Create - Createinvoicesandcreditmemos
• Profile – Accesscompanyprofilepage,logo,anddescription;addandmanageteammembers
• Network – Viewnetworkconnections;addandmanageconnections
• Documents - View,access,andmanagePOs,invoices,andcreditmemos
• Apps - TradeshiftAppStoreincludesthirdpartyappsthatareusedtoenhancetheTradeshiftsolutionincludingQuyntessOrderCollaborationandE-Logisticsapps
• Support - CreateandmanageTradeshiftsupporttickets
• Settings - Usersettings,preferences,passwordreset
12
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 13
ScreenViewTips• Iftheleftsidemenubecomesanarrowstrip,selectthetoexpandthe
menu
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 14
ScreenViewTips
• Browserversion
― TradeshiftsupportsInternetExplorer9+,Safari6+,GoogleChrome(latestrelease), andMozillaFirefox
• ViewtheFrequentlyAskedQuestions(FAQs)orvisittheTradeshiftSupportCenterforadditionalinformation
― Thesupportcenterislocatedat:https://support.tradeshift.com/home
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 15
ScreenViewTips:Pop-Ups• Inordertogettotheinvoicescreen,pop-upsfromTradeshiftmustbe
enabled
• Changethebrowsersettingstoallowpop-upsfromTradeshift
![Page 16: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/16.jpg)
Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 16
NetworkConnections
• SelecttheNetwork icon toensuretheaccountisconnectedtoUPS
![Page 17: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/17.jpg)
Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 17
HowtoChangeAccountEmailAddress• Iftheaccountneedstoberegisteredunderadifferentemailaddress,
selecttheinitialsonthebottomlefthandcornerofthemenuandthenselectChangeemail
Afterenteringthenewemailaddress,anotificationwillbe
sentforverification
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 18
HowtoEditCompanyAccountProfile• Toupdatethecompanyprofile,selecttheProfile icononthemenubar
andthenselectEditProfile inthetoprightcorner
![Page 19: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/19.jpg)
Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 19
• Selecttheitemthatneedstobeupdated
• Forexample,select Contactinformation,entercompanycontactinformation,andselectSave
HowtoEditCompanyAccountProfile
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 20
HowtoAddTeamMembers• Toaddteammembers,underEditProfileselectManageteam
Makesuretoaddotherteammembersincasemultiplepeopleareresponsibleforsubmittinginvoices
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 21
HowtoAddTeamMembers• SelectAddUser toinviteateammembertojointhecompany’saccount
andaninvitationemailwillbesent
TheUser rolehaslimitedaccess;cancreateandsubmitdocuments,butcannotaddorremoveteammembers,editaccountdetails,orupdatethecompanyprofile
TheAdmin rolehasallaccess;canaddorremoveteammembers,editaccountdetailsandupdatethecompanyprofile
SelectRole tochoosetheuser’saccessrights
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 22
ManageAccountSettings• ToaccessAccountSettings,selecttheinitialsonthebottomleftofthe
taskbar;usetheUserDetailspagetoupdatetheaccountemailaddress,firstandlastname,companyname,languageandtimezone
• Changingtheaccountemailwillgenerateasecurityconfirmationemailnotificationtothenewemailaddress
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Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 23
CompanyDetails• TheCompanyDetailspageincludescompanyinformationsuchasname,
address,industry,size,companytype,taxID,federalID,andgloballocationidentifier
![Page 24: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/24.jpg)
Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 24
CompanyDetails• SelectingAutoacceptanynewcontactrequestswillautomaticallyacceptany
requestfromacompanywantingtoconnect
![Page 25: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/25.jpg)
Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 25
CompanyLogo• UploadacompanylogotobedisplayedonTradeshiftdocuments
![Page 26: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/26.jpg)
Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 26
AddNotificationRecipient• SelectAddnewemail toredirect
notificationstoanotheruser
• EnteranemailaddresstoreceivenotificationsandselectthetypesofnotificationstoberedirectedbyTradeshift
• Asinglenotificationtypecannotbesenttotwodifferentemailrecipients
![Page 27: UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks](https://reader036.vdocuments.us/reader036/viewer/2022062504/5ab405ce7f8b9a86428b69e4/html5/thumbnails/27.jpg)
Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.
© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 27
SupportResources
• OfficialUPSSupplierWelcomePage- Reviewtraining,submitsupporttickets,viewannouncements,accessFAQs,andmore:https://ups.support.tradeshift.com/
• Tradeshiftsupportforsystemrelatedquestions,pleaseemail:
• AdditionalsupportforUPSspecificquestions,pleaseemail:
• InvoicingAgainstaPurchaseOrder(PO)• InvoicingAgainstaContract
AdditionalUPSTrainingMaterials: