Order Collaboration App guidelines
Order collaboraBon App cheat-‐sheet 1
2
Vesuvius Model
Suppliers who are going to use PO-‐Invoice process, need to go through Purchase Order collaboraBon process before being able to create invoices from PO’s.
V e s u v i u s
Purchase Order
PO Update
PO Response
Accept/Confirm
Orders that require date confirmaBon on line level should be opened in the collaboraBon App. Click on “OPEN” icon to see the order details. “ACCEPT” opBon opens the order details for acceptance and the circle buMon with 3 dots shows the document opBons that can be performed without opening the order details
View Purchase Orders
Use your TradeshiP credenBals to log onto the plaQorm. You will see your user details in the lower part of the menu bar on the leP side of the screen.
S u p p li e r
Launch Order CollaboraBon App from Apps menu or open PO’s directly from task list
In PO collaboraBon, we have 3 flows. IniBal Purchase Order, Purchase Order Updates and Purchase Order response submiMed by suppliers via TradeshiP PlaQorm.
4
3
logon
5
Orders are accessible via the Quyntess Order CollaboraBon App. The orders that need aMenBon are listed in the Task List directly shown upon logon. One order can be accessed from 4 different ways: -‐ Directly from noBficaBon email -‐ Task list -‐ Order CollaboraBon App -‐ Documents
Confirm line dates
APer opening the collaboraBon App, Purchase orders are visible in the Document tab. Click on a PO number to see the details in a new tab
On each line date, quanBty and unit price should be confirmed. Suppliers are supposed to change the dates only. Tick the check-‐box on the line that should be confirmed, control the date, add delivery schedule if the line should be split into mulBple deliveries on different dates and add respecBve date, quanBBes. Click on confirm to submit the confirmaBon.
Order collaboraBon App cheat-‐sheet 6
NoBficaBons
When there is a new Order published or updated by Vesuvius, you will receive a noBficaBon email from which you can directly launch the App and check the order details.
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7
Comments, Notes
Add comments on header level and notes on line level
MulB-‐line delivery schedule Clicking on the blue zero icon will open the delivery schedule lines. Clicking on date cell will open a calendar on the side bar. Adding a date to a line makes the related quanBty cell red showing the mandatory field for adding quanBty.
8
AMachments
It is possible to aMach files on line level. AMachment menu slides from the right side upon clicking on the paperclip icon on leach order line
10
Audit trail
Clicking on order line status or order header status will show the history of the events with related user and Bmestamps
2
Vesuvius Model
Suppliers who are going to use PO-‐Invoice process, need to go through Purchase Order collaboraBon process before being able to create invoices from PO’s.
V e s u v i u s
Purchase Order
PO Update
PO Response
Accept/Confirm
Orders that require date confirmaBon on line level should be opened in the collaboraBon App. Click on “OPEN” icon to see the order details. “ACCEPT” opBon opens the order details for acceptance and the circle buMon with 3 dots shows the document opBons that can be performed without opening the order details
View Purchase Orders
Use your TradeshiP credenBals to log onto the plaQorm. You will see your user details in the lower part of the menu bar on the leP side of the screen.
S u p p li e r
Launch Order CollaboraBon App from Apps menu or open PO’s directly from task list
In PO collaboraBon, we have 3 flows. IniBal Purchase Order, Purchase Order Updates and Purchase Order response submiMed by suppliers via TradeshiP PlaQorm.
4
3
logon
5
Orders are accessible via the Quyntess Order CollaboraBon App. The orders that need aMenBon are listed in the Task List directly shown upon logon. One order can be accessed from 4 different ways: -‐ Directly from noBficaBon email -‐ Task list -‐ Order CollaboraBon App -‐ Documents
Confirm line dates
APer opening the collaboraBon App, Purchase orders are visible in the Document tab. Click on a PO number to see the details in a new tab
On each line date, quanBty and unit price should be confirmed. Suppliers are supposed to change the dates only. Tick the check-‐box on the line that should be confirmed, control the date, add delivery schedule if the line should be split into mulBple deliveries on different dates and add respecBve date, quanBBes. Click on confirm to submit the confirmaBon.
Order collaboraBon App cheat-‐sheet 6
NoBficaBons
When there is a new Order published or updated by Vesuvius, you will receive a noBficaBon email from which you can directly launch the App and check the order details.
9
7
Comments, Notes
Add comments on header level and notes on line level
MulB-‐line delivery schedule Clicking on the blue zero icon will open the delivery schedule lines. Clicking on date cell will open a calendar on the side bar. Adding a date to a line makes the related quanBty cell red showing the mandatory field for adding quanBty.
8
AMachments
It is possible to aMach files on line level. AMachment menu slides from the right side upon clicking on the paperclip icon on leach order line
10
Audit trail
Clicking on order line status or order header status will show the history of the events with related user and Bmestamps
