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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• [email protected] tointegrateexistingaccounting
softwarewiththeTradeshiftplatform
11
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
12
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:
• AdditionalsupportforUPSspecificquestions,pleaseemail:
• InvoicingAgainstaPurchaseOrder(PO)• InvoicingAgainstaContract
AdditionalUPSTrainingMaterials:
