UPS-Setting Up A Tradeshift Account 1-31-17
UPS – Tradeshift Supplier Training Setting Up a Tradeshift Account
Reference Guide Activating An Account
3
Account Activation Errors and Solutions
10
Getting Started as a Supplier
11
Tradeshift Definitions
12
Screen View Tips
13
Network Connections
16
How to Change Account Email Address
17
How to Edit Company Account Profile
18
How to Add Team Members
20
Manage Account Settings
22
Company Details
23
Company Logo
25
Add Notification Recipient
26
Support Resources
27
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.
2
Activating an Account Step 1: Select the green Sign up to invoice UPS button in the invitation email
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.
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Activating an Account Step 2: Select the Accept Invitation button from UPS to join Tradeshift
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.
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Activating an Account Step 3: Verify the company name, email address, and country, and then select the green button to create a Tradeshift profile
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.
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Activating an Account Step 4: Once the invitation has been accepted the message below will appear on the screen
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.
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Activating an Account Step 5: Select the green button to activate the account
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.
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Activating an Account Step 6: Complete the fields shown below and select Start Using Tradeshift
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
Activating an Account • Users are now signed into Tradeshift
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.
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Account Activation Errors and Solutions Certain error messages may appear during account activation: Error: Password doesn’t match email address • Solution: Select Forgot Password Error: An account with the same email address already exists • Tradeshift requires that every company account be created with an individual email address • Solution: If an email address has already been used in Tradeshift, use a different email address or log into the existing company profile and contact Tradeshift support to connect to UPS
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
Getting Started as a Supplier • A confirmation email with details on getting started will be sent to the email address that was used to activate the account • The Tradeshift portal is available for use immediately • Contact [email protected] to integrate existing accounting software with the Tradeshift platform
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.
11
Tradeshift Definitions • Tasks - Outstanding tasks assigned to users, including any workflow approval tasks • Create - Create invoices and credit memos • Profile – Access company profile page, logo, and description; add and manage team members • Network – View network connections; add and manage connections • Documents - View, access, and manage POs, invoices, and credit memos • Apps - Tradeshift App Store includes third party apps that are used to enhance the Tradeshift solution including Quyntess Order Collaboration and E-Logistics apps • Support - Create and manage Tradeshift support tickets • Settings - User settings, preferences, password reset
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.
12
Screen View Tips • If the left side menu becomes a narrow strip, select the to expand the menu
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
Screen View Tips • Browser version ―
Tradeshift supports Internet Explorer 9+, Safari 6+, Google Chrome (latest release), and Mozilla Firefox
• View the Frequently Asked Questions (FAQs) or visit the Tradeshift Support Center for additional information ―
The support center is located at: https://support.tradeshift.com/home
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.
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Screen View Tips: Pop-Ups • In order to get to the invoice screen, pop-ups from Tradeshift must be enabled • Change the browser settings to allow pop-ups from Tradeshift
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
Network Connections • Select the Network icon to ensure the account is connected to UPS
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
How to Change Account Email Address • If the account needs to be registered under a different email address, select the initials on the bottom left hand corner of the menu and then select Change email
After entering the new email address, a notification will be sent for verification
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
How to Edit Company Account Profile • To update the company profile, select the Profile icon on the menu bar and then select Edit Profile in the top right corner
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.
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How to Edit Company Account Profile • Select the item that needs to be updated • For example, select Contact information, enter company contact information, and select Save
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.
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How to Add Team Members • To add team members, under Edit Profile select Manage team
Make sure to add other team members in case multiple people are responsible for submitting invoices
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.
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How to Add Team Members • Select Add User to invite a team member to join the company’s account and an invitation email will be sent
Select Role to choose the user’s access rights The User role has limited access; can create and submit documents, but cannot add or remove team members, edit account details, or update the company profile The Admin role has all access; can add or remove team members, edit account details and update the company profile
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
Manage Account Settings • To access Account Settings, select the initials on the bottom left of the task bar; use the User Details page to update the account email address, first and last name, company name, language and time zone • Changing the account email will generate a security confirmation email notification to the new email address
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.
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Company Details • The Company Details page includes company information such as name, address, industry, size, company type, tax ID, federal ID, and global location identifier
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.
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Company Details • Selecting Auto accept any new contact requests will automatically accept any request from a company wanting to connect
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
Company Logo • Upload a company logo to be displayed on Tradeshift documents
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
Add Notification Recipient • Select Add new email to redirect notifications to another user • Enter an email address to receive notifications and select the types of notifications to be redirected by Tradeshift • A single notification type cannot be sent to two different email recipients
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.
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Support Resources • Official UPS Supplier Welcome Page - Review training, submit support tickets, view announcements, access FAQs, and more: https://ups.support.tradeshift.com/ • Tradeshift support for system related questions, please email: [email protected] • Additional support for UPS specific questions, please email: [email protected] Additional UPS Training Materials: • Invoicing Against a Purchase Order (PO) • Invoicing Against a Contract 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.
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Reference Guide Activating An Account
3
Account Activation Errors and Solutions
10
Getting Started as a Supplier
11
Tradeshift Definitions
12
Screen View Tips
13
Network Connections
16
How to Change Account Email Address
17
How to Edit Company Account Profile
18
How to Add Team Members
20
Manage Account Settings
22
Company Details
23
Company Logo
25
Add Notification Recipient
26
Support Resources
27
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.
2
Activating an Account Step 1: Select the green Sign up to invoice UPS button in the invitation email
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
Activating an Account Step 2: Select the Accept Invitation button from UPS to join Tradeshift
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
Activating an Account Step 3: Verify the company name, email address, and country, and then select the green button to create a Tradeshift profile
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
Activating an Account Step 4: Once the invitation has been accepted the message below will appear on the screen
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
Activating an Account Step 5: Select the green button to activate the account
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
Activating an Account Step 6: Complete the fields shown below and select Start Using Tradeshift
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
Activating an Account • Users are now signed into Tradeshift
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
Account Activation Errors and Solutions Certain error messages may appear during account activation: Error: Password doesn’t match email address • Solution: Select Forgot Password Error: An account with the same email address already exists • Tradeshift requires that every company account be created with an individual email address • Solution: If an email address has already been used in Tradeshift, use a different email address or log into the existing company profile and contact Tradeshift support to connect to UPS
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
Getting Started as a Supplier • A confirmation email with details on getting started will be sent to the email address that was used to activate the account • The Tradeshift portal is available for use immediately • Contact [email protected] to integrate existing accounting software with the Tradeshift platform
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.
11
Tradeshift Definitions • Tasks - Outstanding tasks assigned to users, including any workflow approval tasks • Create - Create invoices and credit memos • Profile – Access company profile page, logo, and description; add and manage team members • Network – View network connections; add and manage connections • Documents - View, access, and manage POs, invoices, and credit memos • Apps - Tradeshift App Store includes third party apps that are used to enhance the Tradeshift solution including Quyntess Order Collaboration and E-Logistics apps • Support - Create and manage Tradeshift support tickets • Settings - User settings, preferences, password reset
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.
12
Screen View Tips • If the left side menu becomes a narrow strip, select the to expand the menu
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
Screen View Tips • Browser version ―
Tradeshift supports Internet Explorer 9+, Safari 6+, Google Chrome (latest release), and Mozilla Firefox
• View the Frequently Asked Questions (FAQs) or visit the Tradeshift Support Center for additional information ―
The support center is located at: https://support.tradeshift.com/home
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
Screen View Tips: Pop-Ups • In order to get to the invoice screen, pop-ups from Tradeshift must be enabled • Change the browser settings to allow pop-ups from Tradeshift
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
Network Connections • Select the Network icon to ensure the account is connected to UPS
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
How to Change Account Email Address • If the account needs to be registered under a different email address, select the initials on the bottom left hand corner of the menu and then select Change email
After entering the new email address, a notification will be sent for verification
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
How to Edit Company Account Profile • To update the company profile, select the Profile icon on the menu bar and then select Edit Profile in the top right corner
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
How to Edit Company Account Profile • Select the item that needs to be updated • For example, select Contact information, enter company contact information, and select Save
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
How to Add Team Members • To add team members, under Edit Profile select Manage team
Make sure to add other team members in case multiple people are responsible for submitting invoices
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
How to Add Team Members • Select Add User to invite a team member to join the company’s account and an invitation email will be sent
Select Role to choose the user’s access rights The User role has limited access; can create and submit documents, but cannot add or remove team members, edit account details, or update the company profile The Admin role has all access; can add or remove team members, edit account details and update the company profile
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
Manage Account Settings • To access Account Settings, select the initials on the bottom left of the task bar; use the User Details page to update the account email address, first and last name, company name, language and time zone • Changing the account email will generate a security confirmation email notification to the new email address
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
Company Details • The Company Details page includes company information such as name, address, industry, size, company type, tax ID, federal ID, and global location identifier
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
Company Details • Selecting Auto accept any new contact requests will automatically accept any request from a company wanting to connect
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
Company Logo • Upload a company logo to be displayed on Tradeshift documents
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
Add Notification Recipient • Select Add new email to redirect notifications to another user • Enter an email address to receive notifications and select the types of notifications to be redirected by Tradeshift • A single notification type cannot be sent to two different email recipients
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
Support Resources • Official UPS Supplier Welcome Page - Review training, submit support tickets, view announcements, access FAQs, and more: https://ups.support.tradeshift.com/ • Tradeshift support for system related questions, please email: [email protected] • Additional support for UPS specific questions, please email: [email protected] Additional UPS Training Materials: • Invoicing Against a Purchase Order (PO) • Invoicing Against a Contract 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.
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