UPS –Tradeshift Supplier Training Setting Up A Tradeshift... · © 2015 United Parcel Service of...

UPS– TradeshiftSupplierTraining

SettingUpa TradeshiftAccount

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

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

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

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

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

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

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

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

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

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• ContactUPS.support@Tradeshift.com 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

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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:

UPS.support@Tradeshift.com

• AdditionalsupportforUPSspecificquestions,pleaseemail:

supplieronboarding@ups.com

• InvoicingAgainstaPurchaseOrder(PO)• InvoicingAgainstaContract

AdditionalUPSTrainingMaterials: