new_adm_supplier_webinar_APRIL_2018_english_NEW UI
Introduction to Tradeshift Supplier’s guide to e-invoicing
| Confidential
Benefits of e-invoicing via Tradeshift Send invoices and credit notes for free Get your invoices paid on-time (according to your payment terms) Reduce likelihood of lost invoices Reduce likelihood of rejected or returned invoices due to missing data Intuitive design and global platform Save money by eliminating cost due to postage, envelopes, printing and paper if you currently use hard-copy invoices
2 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 3 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 4 | Confidential
Open the invitation email from Tradeshift Click the green button to start the signup process.
5 | Confidential
Verify company information Verify your company details including company name and country.
6 | Confidential
Confirm company information Once you have verified the company information is correct, click the blue “Confirm” button to move to the next step.
7 | Confidential
Verify account details You will also need to verify the account details. You can change the email address to whomever the primary user should be. This is the only email address that will be receiving POs.
8 | Confidential
Create account After verifying your account details, click the blue “Create account” button.
9 | Confidential
Now you are in Tradeshift. If the left side menu becomes a narrow strip, click the (three horizontal lines) to expand the menu.
10 | Confidential
Go to the preferences page to change the language
| 11 Confidential
Click the Network menu to confirm you are connected to the appropriate Customer entity you do business with.
12 | Confidential
Complete your company’s profile by filling out the form that appears when you visit the profile page.
13 | Confidential
Click in the “Location” field to enter your company’s address…
14 | Confidential
… enter contact information and then click “Save”
15 | Confidential
Click “Invite Team Member” to add colleagues to this account …
|16 Confidential
Fill out the user information for you colleague in the “Add User” section.
17 | Confidential
After clicking “Add user”, the colleague will receive an email to join this account
18 | Confidential
Your profile looks like this after it is completed (upper half)
19 | Confidential
Your profile looks like this after it is completed (lower half)
20 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 21 | Confidential
ADM’s Invoicing Rules • ADM will not process paper or emailed copies of invoices • Invoice issue date should be no earlier than the current date • Invoice number should only contain letters and numbers • Valid PO number on the header level for PO-based Invoices • Corresponding PO line number on all lines of a PO-based invoice • Freight terms is filled out • Delivery Address (city and state) is filled out
22 | Confidential
Click the Task menu to view your Task List. Upon account activation you will see a list of suggested activities as part of “Getting Started”
23 | Confidential
Once you begin to receive PO’s from ADM, you will see the notification in your Task List. You can either Accept the PO or click on the “…” for more document options
1
1. 2.
Click “Accept” button to accept the PO Click the “…” to view more document options, such as view the PO
24 | Confidential
2
As you save your work and create drafts of documents, you will also see a list of these in your Task List
Click “Edit Draft” to continue editing right where you left off. The date on the invoice is the invoice submission date, not the invoice date. You can enter the invoice date in the comments text box at the bottom of the invoice.
25 | Confidential
Click Documents menu to see a list of all of your documents
26 | Confidential
Click the magnifying glass icon to search your list of documents based on the value you enter
Only documents related to your search value will display.
27 | Confidential
You can also filter on your list of documents
3 1
1. 2
28 | Confidential
Click “add your own” to add your own filter criteria. 2. Select a filter type such as “Document type” 3. Select your filter value, such as “Purchase order”. This example will display all Purchase Orders sent to you.
Once you have located a particular Purchase Order, click on the “. . .” to see more details on the document, and then click “View Document”
Note that this is another way to locate and view a document. This view of your document is the same if you had navigated to it via your Task List. Your Task List simply alerts you of recent account happenings and outstanding actions needed.
29 | Confidential
If you view the document, this is how a Purchase Order looks.
30 | Confidential
If you do not Accept the PO, you can Reject the PO and provide a reason in the Comment text box 1. 2.
Click “Other actions”, then Reject Input comments, then click “Reject” to reject PO
1
2 31 | Confidential
Click the green “Accept” button after reviewing details in the purchase order
32 | Confidential
When you are ready to send the invoice, click the “Create Invoice” button
33 | Confidential
An invoice is automatically created based on the PO (this is called PO flip) 1 2 3
4
5
34 | Confidential
A few notes… 1. Ensure the Invoice number matches your own Invoice Number (i.e. vendor’s invoice number). 2. Invoice date is the invoice submission date. You can include the actual Invoice date in the comments text box at the bottom of the Invoice page. 3. PO number will fill in automatically and should not be altered 4. Freight terms is a required free form text field for you to include the freight term details. 5. The Tax % field is required (if there is no tax, select 0%)
If you need to include discounts or charges such as freight, please enter them as header level discounts and/or charges instead of line items Adding lines will cause PO matching discrepancies, which will delay the processing and payment for your invoice
Click the blue text to add header level charges or discounts 35 | Confidential
Notice the Charge value in totals section
Click the green “Send” button after confirming details of the invoice
1
2
1. 2.
3
3. 4.
4
36 | Confidential
Remember the Delivery city and state are required fields You can include a message if needed You can add file attachments if needed Save as draft to continue at a later time (drafts will display under Task List)
You will receive error messages if the invoice has any issues
Tradeshift helps you to meet customer specific invoicing requirements, so that the invoice can be processed and paid faster
37 | Confidential
If you want to send a Credit Note, locate that invoice under the “Documents” menu, and then click on it to open.
38 | Confidential
Click “Other actions”, and then “Create Credit Note” to correct or cancel the invoice
39 | Confidential
Complete the credit note and scroll down to click “Send”
40 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 41 | Confidential
Click on your Company name in the lower left menu to navigate to your “Settings” page and then click “Notifications” to change the setting; then click “Add new email” to redirect notifications to another user
42 | Confidential
Enter a email address that you want to receive notifications, and check the type of notifications to be redirected
43 | Confidential
After adding a new email, notifications will be split among the provided email addresses. Please note that two different email addresses cannot receive the same type of notification.
44 | Confidential
Support Contacts For technical assistance on the use of Tradeshift for ADM billing, please email [email protected]. Supplier Landing page - https://adm.support.tradeshift.com/ - You can create a support ticket via the "assistance button" on the Landing page
45 | Confidential
Thank you, welcome aboard!
46 | |Confidential Confidential
| Confidential
Benefits of e-invoicing via Tradeshift Send invoices and credit notes for free Get your invoices paid on-time (according to your payment terms) Reduce likelihood of lost invoices Reduce likelihood of rejected or returned invoices due to missing data Intuitive design and global platform Save money by eliminating cost due to postage, envelopes, printing and paper if you currently use hard-copy invoices
2 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 3 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 4 | Confidential
Open the invitation email from Tradeshift Click the green button to start the signup process.
5 | Confidential
Verify company information Verify your company details including company name and country.
6 | Confidential
Confirm company information Once you have verified the company information is correct, click the blue “Confirm” button to move to the next step.
7 | Confidential
Verify account details You will also need to verify the account details. You can change the email address to whomever the primary user should be. This is the only email address that will be receiving POs.
8 | Confidential
Create account After verifying your account details, click the blue “Create account” button.
9 | Confidential
Now you are in Tradeshift. If the left side menu becomes a narrow strip, click the (three horizontal lines) to expand the menu.
10 | Confidential
Go to the preferences page to change the language
| 11 Confidential
Click the Network menu to confirm you are connected to the appropriate Customer entity you do business with.
12 | Confidential
Complete your company’s profile by filling out the form that appears when you visit the profile page.
13 | Confidential
Click in the “Location” field to enter your company’s address…
14 | Confidential
… enter contact information and then click “Save”
15 | Confidential
Click “Invite Team Member” to add colleagues to this account …
|16 Confidential
Fill out the user information for you colleague in the “Add User” section.
17 | Confidential
After clicking “Add user”, the colleague will receive an email to join this account
18 | Confidential
Your profile looks like this after it is completed (upper half)
19 | Confidential
Your profile looks like this after it is completed (lower half)
20 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 21 | Confidential
ADM’s Invoicing Rules • ADM will not process paper or emailed copies of invoices • Invoice issue date should be no earlier than the current date • Invoice number should only contain letters and numbers • Valid PO number on the header level for PO-based Invoices • Corresponding PO line number on all lines of a PO-based invoice • Freight terms is filled out • Delivery Address (city and state) is filled out
22 | Confidential
Click the Task menu to view your Task List. Upon account activation you will see a list of suggested activities as part of “Getting Started”
23 | Confidential
Once you begin to receive PO’s from ADM, you will see the notification in your Task List. You can either Accept the PO or click on the “…” for more document options
1
1. 2.
Click “Accept” button to accept the PO Click the “…” to view more document options, such as view the PO
24 | Confidential
2
As you save your work and create drafts of documents, you will also see a list of these in your Task List
Click “Edit Draft” to continue editing right where you left off. The date on the invoice is the invoice submission date, not the invoice date. You can enter the invoice date in the comments text box at the bottom of the invoice.
25 | Confidential
Click Documents menu to see a list of all of your documents
26 | Confidential
Click the magnifying glass icon to search your list of documents based on the value you enter
Only documents related to your search value will display.
27 | Confidential
You can also filter on your list of documents
3 1
1. 2
28 | Confidential
Click “add your own” to add your own filter criteria. 2. Select a filter type such as “Document type” 3. Select your filter value, such as “Purchase order”. This example will display all Purchase Orders sent to you.
Once you have located a particular Purchase Order, click on the “. . .” to see more details on the document, and then click “View Document”
Note that this is another way to locate and view a document. This view of your document is the same if you had navigated to it via your Task List. Your Task List simply alerts you of recent account happenings and outstanding actions needed.
29 | Confidential
If you view the document, this is how a Purchase Order looks.
30 | Confidential
If you do not Accept the PO, you can Reject the PO and provide a reason in the Comment text box 1. 2.
Click “Other actions”, then Reject Input comments, then click “Reject” to reject PO
1
2 31 | Confidential
Click the green “Accept” button after reviewing details in the purchase order
32 | Confidential
When you are ready to send the invoice, click the “Create Invoice” button
33 | Confidential
An invoice is automatically created based on the PO (this is called PO flip) 1 2 3
4
5
34 | Confidential
A few notes… 1. Ensure the Invoice number matches your own Invoice Number (i.e. vendor’s invoice number). 2. Invoice date is the invoice submission date. You can include the actual Invoice date in the comments text box at the bottom of the Invoice page. 3. PO number will fill in automatically and should not be altered 4. Freight terms is a required free form text field for you to include the freight term details. 5. The Tax % field is required (if there is no tax, select 0%)
If you need to include discounts or charges such as freight, please enter them as header level discounts and/or charges instead of line items Adding lines will cause PO matching discrepancies, which will delay the processing and payment for your invoice
Click the blue text to add header level charges or discounts 35 | Confidential
Notice the Charge value in totals section
Click the green “Send” button after confirming details of the invoice
1
2
1. 2.
3
3. 4.
4
36 | Confidential
Remember the Delivery city and state are required fields You can include a message if needed You can add file attachments if needed Save as draft to continue at a later time (drafts will display under Task List)
You will receive error messages if the invoice has any issues
Tradeshift helps you to meet customer specific invoicing requirements, so that the invoice can be processed and paid faster
37 | Confidential
If you want to send a Credit Note, locate that invoice under the “Documents” menu, and then click on it to open.
38 | Confidential
Click “Other actions”, and then “Create Credit Note” to correct or cancel the invoice
39 | Confidential
Complete the credit note and scroll down to click “Send”
40 | Confidential
Product Demonstration Sign Up • Accept or redirect the invitation • Change account email address • Add team members • Complete account profile Send Invoices • Accept a PO on Tradeshift • Send invoices on Tradeshift • Send credit notes on Tradeshift Receive Notifications • Redirect notifications to different email addresses 41 | Confidential
Click on your Company name in the lower left menu to navigate to your “Settings” page and then click “Notifications” to change the setting; then click “Add new email” to redirect notifications to another user
42 | Confidential
Enter a email address that you want to receive notifications, and check the type of notifications to be redirected
43 | Confidential
After adding a new email, notifications will be split among the provided email addresses. Please note that two different email addresses cannot receive the same type of notification.
44 | Confidential
Support Contacts For technical assistance on the use of Tradeshift for ADM billing, please email [email protected]. Supplier Landing page - https://adm.support.tradeshift.com/ - You can create a support ticket via the "assistance button" on the Landing page
45 | Confidential
Thank you, welcome aboard!
46 | |Confidential Confidential
