S-10-2 Maintain Supplier Profile

Who: Supplier Sys Admin
Why: General information about the Supplier organisation may need to be updated. Accurately addressing and mapping the location of each depot/office is important. When allocating work the Customer may use the map to compare distance from each Supplier’s depot to a prospective job.
Related topics
Procedure
This procedure explains how to manage the Supplier Profile including:
  • Profile (overview of the company);
  • List of Referees (other Customers for whom your company has worked);
  • List of key contact persons at your company;
  • List of company policy documents;
  • Locations where your company has depots/offices.
See topic Maintain Company Info for the steps to update the high level company information (which appears on Contracts and Orders).
  1. On the ConSol menu select Company Info > Supplier Profile.
    The Supplier Profile screen appears with the Profile tab selected.
  2. Edit the Supplier Profile fields as required.
    Our Services - a brief overview of the service the company provides.

 

Manage List of Referees
  1. To add referees click the Referee tab.
  2. For each referee do the following:
    1. Click Add.
      The Create Referee screen appears.
    2. Enter the details of the Company, employment period and referee details.
    3. Click the Submit button.
      The referee is added to the list on the Referee tab.
      N1 - Use View, Edit and Delete to manage the referee list.

Manage list of Supplier Contacts
  1. Click the Contacts tab.
  2. To edit the details of the Primary Contact do the following:
    1. Click Edit.
      The Contact Form with the details of the primary contact is displayed.
    2. Edit the contact details as required.
    3. Click the Submit button.
      The display returns to My Contacts.
  3. To add an Invoicing Contact (accounts person) do the following:
    1. Under the Invoicing Contact heading, click the Add button.
      A blank Contact Form appears.
    2. Fill in the contact details of the person responsible for invoicing.
    3. Click the Submit button.
      N2 - The person’s details are listed under the Invoicing Contact heading.
      N3 - Use the Edit link to make changes to the Invoicing Contact.
  4. To add individuals to the list of General Contacts do the following:
    1. Under the General Contacts heading, click the Add button.
      A blank Contact Form appears.
    2. Enter the person’s details.
    3. Click the Submit button.
      The person is added to the list of General Contacts.
      N1 - Use Edit to modify the person’s details or Delete to remove them from the General Contacts list.
Manage List of Policy Documents
  1. Click the Policy Documents tab.
    A list of standard company policy documents is displayed.
    N1 - The instructions under My Policy Documents explain the process for uploading policy documents or faxing the documents.
  2. To upload each policy document do the following:
    1. Click the Choose File button next to the Policy that needs to be uploaded.
      The File Upload window opens.
    2. Find and select the required policy document.
    3. Click the Open button.
      The File Upload window closes.
      N1 - The file name is displayed next to the Choose File button.
  3. Repeat step 2 for each policy that needs to be uploaded.
  4. When all documents have been uploaded, click the Submit button.
    The policy documents are uploaded to ConSol.
    N1 – The Status changes from “Not Uploaded” to “View”. Click the View link to see a copy of the document.
 
Manage List of Depots/Office Locations (including mapped location)
  1. Click the Depots/Office Locations tab.
    For each depot/office location do the following:
  2. Click Add.
    A blank Office Location form appears.
  3. Fill in the Office Location Description and Contact Person fields.
    The Location Code and Location Name can be set to your requirements.
  4. Fill in all the Address Detail fields to accurately identify the location of the depot/office.
    ConSol attempts to map the location of the address you entered.
    N2 - If the address is found, ConSol displays a map with a marker pin identifying the location. You can click and drag with your mouse to move around on the map.
    N3 - Use the zoom buttons to zoom the map in or out as required.
  5. Click the location marker pin.
    N4 - The address and geo coordinates (latitude/longitude) are displayed.
    • IMPORTANT: Accurately mapping the location of the depot/office is important. When allocating work the Customer may use the map to compare distance from each Supplier’s depot to a prospective job. It is therefore important to enter an accurate physical address and not a postal address (post office box).
    If ConSol cannot find a match for the job location you entered, an error message is displayed (N5) and one or more alternative addresses (N6) are offered based on the data you entered. In the example shown below the user entered “10 Sutherland ROAD” instead of 10 Sutherland STREET”.
  6. If one of the alternatives offered is the address you intended, click the Select button.
    The selected address is displayed with a marker pin on the map.
  7. Click the marker pin on the map to check that the mapped address (N7) matches the address you entered in the Address Details fields (N8).
    • IMPORTANT: When you click the Select button to map the address, ConSol does not correct the data you entered in the Address Details fields. If the information in the Address Details fields is wrong, you must edit it.
  8. Once all the information about the depot/office is correct, click the Submit button .
    N9 - The location is added to the My Office Locations list.
    N10 - Use Edit and Delete to edit an office location or delete it from the list.
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.