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xchangewales eTrading for Schools User Manual

1. gt 1 UNSPSC 8 1201 3 Using the Search Features to find your items Click the catalogue search tab Home page Catalogue search Shopping Basket A O Shopping lists roduct classes G v Search Advanced search Feature search CL Search tolerant 3 UNSPSC 8 1201 Search Search for the items you want using a simple advanced or feature search Select your preferred search mode exact tolerant or similar Navigation Select a catalog or a classification system and click through to the lowest level of the directory tree If vou are in the product class context you can also search for classification groups The following list describes ways you can search Product You can use the UNSPSC tree to the left of the search page to navigate through Classes the folder structure to a Product Class in order to return the items classified within that Product Class as shown below Note Only UNSPSC codes which you have access to will be displayed ProcServe Holdings Limited 2012 ProcServe How to Search 16 Field and court sports equipment Ci O0 Field and court sports equipment uncoded 5 15 Field sports equipment Ci O0 Field sports equipment uncaded Ci 02 Baseball gloves Ci 03 Baseballs 04 Footballs Search Tab A simple search allows you to locate items by entering keywords in the Search field and clicking the Search button Search a Advanced search Feature search
2. ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login Username Password 3 Enter your user name and access key that was issued in the email ProcServe Holdings Limited 2012 ProcServe Getting Started Unlocking your Account ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Unlocking Your Account 1 of 2 Please enter your username and the randomly generated access key contained in the email you received Enter your details Username Access key Submit 4 Enter your memorable word using the hint written in the instructions bar ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Enter your memorable word Unlock Memorable word 5 Your account is unlocked If you do not remember your password you can request a new one which will be emailed to you ProcServe ProcServe Holdings Limited 2012 Getting Started Unlocking your Account ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login Usemame Passwo
3. There are 4 categories of suppliers Basic Bronze Silver and Gold These are explained below SU Basic suppliers have been invited to join the marketplace but have not yet registered They can be viewed in the Supplier Directory and can be used for Free Text Orders They are not able to return elnvoices renge Bronze suppliers are registered on the marketplace and are able to return elnvoices and other eDocuments for all buying organisations Silver suppliers are registered on the marketplace and provide electronic content catalogues etc to at least one buying organisation Gold suppliers are registered on the marketplace and have integrated their systems into the marketplace meaning that they can process your orders more efficiently Note The category Basic Bronze Silver and Gold is current status of the supplier For example if a supplier has a catalogue they will be shown as a silver supplier If they remove their catalogue there status will reflect this be showing the supplier as bronze ProcServe ProcServe Holdings Limited 2012 Supplier Directory 2 2 1 2 The Supplier Directory Overview Buyer Menu You can view Suppliers you trade with or you can search or browse for available Suppliers using the Supplier Directory feature Locating the Supplier Details Page The following steps describes how you locate and use the Supplier Details page 1 Navigate Buyer Menu gt gt Supplier Directory
4. When you have checked that the items you wish to order are OK you are ready to click the checkout button extemal catalogs vo o spo Te Note The order will not be sent to the supplier until your requisition has been approved Note Shopping Basket Caching Unless you cancel the purchase or checkout your basket and its items will be cached So the next time you log in to the Marketplace your items will still be in your basket 7 If your Checkout is successful You will be redirected to your P2P or back office system ProcServe ProcServe Holdings Limited 2012 Working w ith your Shopping Cart EN 3 8 Working with your Shopping Cart Overview You can make changes to your cart cancel the purchase or send the requisitions using the cart The following list provides a description of the components of the shopping cart External Catalogues You can punch out to an external catalogue You can click on the Short Description to view a more detailed description of the item Cancel Purchase deh To cancel the purchase click the Cancel m Purchase icon Add Multiple Item s to Check each item to be added and click the cart multiple shopping cart icon Save Changes B You can make changes to the items in the cart For example change quantities Click the Save Changes icon to save your changes Delete Selected Items a Click this item to delete all items that have m their right column boxes checked A prompt is displayed Clic
5. Where the world does business securely Powering one of the World s most trusted and secure commerce networks n eg YU Le o oO DS gt 4 The customer login page is displayed 5 Click the xchangewales eTrading for Schools logo ProcServe ProcServe Holdings Limited 2012 Logging in to the ProcServe Trading Netw ork Get in touch 44 20 7333 6161 info procserve com lt lt procserve Home gt Login Customer Login Products Customers C8 procserve Zanzi open W er leegen Manera jel Q G6 procserve Procserve P2P login ProcServe Holdings Limited 2012 ei LINCOLN ProcServe About us Customer Login Partner Community Contact Customer Support Numbers Buying Organisations Procserve 44 0 845 603 6727 or em Zanzibar 44 0 845 603 2885 or en OPEN 44 0 845 600 6736 or en xchangewales e Trading 44 0 845 602 9802 or em xchangewales eTrading for Getting Started Getting Started My Profile 2 1 2 My Profile Overview You can view or edit your user profile details or change your password using the My Profile page Locating My Profile The following steps describe how to locate and use the My Profile page 1 In the top menu bar click the My Profile link Hello Ron My profile Feedback Log out 2 The My Profile page is displayed My Prof
6. gt More selection A 1000 tems Item no e 5000795 Suppliers Davies Sports 523 CT Supply Zone 202 YPO Yorkshire Purchasing Organisation 78 NES Arnold 70 GLS Educational Supplies 58 Atoz 58 HA may gt More selection 2000602 71 580 Manufacturer Not specified 1 274 CI MITRE 12 FALLON 11 Feliowes C1 gt More selection 160379 If you tick on one of the options in the filter results you will be presented with more item details and further breakdown of information from chosen supplier For more information see The Item Details Page section of this guide 5 Working with the Search Results ProcServe Holdings Limited 2012 ProcServe How to Search Add to Shopping List You can add all the checked items to a Shopping List which you can change and re use later Add to Add to Comparison List List s amp vou can add all the checked items to a You can add all the checked items to a Comparison d to Favourites Bron can add all the checked items to your Favourites List for future use Add Selected Item s to Check each item to be added and click the shopping cart cart icon ProcServe ProcServe Holdings Limited 2012 3 3 Examples of Searching 77 Examples of Searching Here are some common examples of using the search system Q want to buy a sponge ball but am unsure exactly what type of sponge ball want A Try putting both
7. this product 461121 ANEMOMETER YPO Yorkshire Purchasing 13 75 each On request h Organisation The database currently contains no images for this product ProcServe Holdings Limited 2012 ProcServe 79 The Items Details Page EN 3 4 The items Details Page Overview This section describes how to use the Item Details page The Item Details page provides you with a detailed description of an item and a list of related items you may wish to consider Locating the Item Details Page The ltem Details page is accessed from e The Shopping Cart In the shopping cart click the short description to display item details in a popup window e The Search Results List In the Search Results area click the short description to display item details in the Search Results area About the Item Details Page The following image is an example of the Item Details page from an item in the Search area The three numbered areas are 1 Action Icons 2 Item Details and 3 Associated Items These are shown in greater detail below Wem Detail view Add to Basket Map Marketing Giant World Political Laminated Map GWLD Supplier Supplies For Schools Supplier part no VMMO5271 pr Ltd P Si t Manufacturer MAP MARKETING Manufacturer part no GALD j RTL EAN Lead time 1 0 day Content 1 Order unit each Order quantity 4 each Increase in order E d s 2 Contract 0 Delivery Charge display Delivery charge 6 95 per order UK Reference Mainlan
8. you will see a transaction page like this for each supplier on your original list This is because your original list of items has to be split out into several purchase orders so that each supplier can be contacted and ordered from separately To return to the Transaction list navigate to the Buyer Menu gt gt Transactions ProcServe ProcServe Holdings Limited 2012 Buyer Menu Service Requests 2 25 Service Requests 2 2 5 1 Service Requests Overview Service Requests allow you to request the ProcServe service desk to perform the following tasks e Delete User You can deactivate a user e Request Supplier You can ask us to make a supplier available to you e Request Catalogue You can ask us to make a catalogue available to you e Other Request Use this form to make any other request related to operations of ProcServe ProcServe Holdings Limited 2012 ProcServe Buyer Menu Service Requests 2 2 5 2 Deleting a User Overview You can delete a user if you have the role of Authoriser Deleting a User 1 Navigate to Service Requests BUYER MENU Service Requests Start Shopping Transactions Please choose an option from the Service Request menu to the side Supplier Directory RFQ Management Free Text Requisitions Service Requests i gt Delete User i gt Request Supplier i gt Request Catalogue i gt Other Request 2 Select Delete User 3 Next to the user you wish to delete click the Dei
9. 0 The 5 most recently completed RFQs 9 RFQ00000003 Taxi contract 03 February 2009 03 February 2009 0 Closed with no winner View all archived RFQs 3 Using the RFQ Management Overview Page The following list describe how you use the RFQ Management Overview page o Add New RFQ To add a new RFQ you can click the Buyer Menu gt gt RFQ Management gt gt Add a RFQ link The Create New RFQ wizard is started o Closed RFQs 1 This area lists summary details of closed RFQs and are waiting for action from you The number of closed RFQs is displayed in brackets above the list Click the link to load an RFQ into the RFQ Details page where you can view or work with the RFQ and associated bids o Open RFQs 2 This area lists summary details of open RFQs Click a link to load the RFQ into the RFQ Details page where you can view or work with the RFQ o 5 most recently completed RFQs 3 This area lists summary details of the last 5 completed RFQs Click a link to load the RFQ into the RFQ Details page You may be able to re issue a completed HFQ You can click the View all Archives link to vew a list of archived RFQs 4 Using the RFQ Archives Page You can view a list of RFQ Archives ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management RFQ archive Back to RFQ overview All your completed RFQs awarded closed with no winner and withdrawn 1 RFQ00000002 Taxi contract 03 February 20
10. 2 The Supplier Directory page is displayed 3 The Supplier Directory page contains three tabs These are described in the following steps 4 Suppliers my organisation has traded with tab This tab allows you to view suppliers who your organisation has traded with Supplier Directory Suppliers my organisation has traded with Don t see your supplier here Request a new supplier 7 First Prev 1 2 Next Last Oxford Computer Consultants Ltd 235221780 3M Healthcare 212340298 A and C Black 210028353 AJS Test3 101010105 DCSF Test Supplier 339911771 DePuy International Limited 896498813 DHL Global Mail Ltd 965317441 ESPI Supplier Account 800000008 Gailarde Ltd 211612478 Keane Ltd 227657251 The following list describes how you use the above tab 0123 02073336176 01706747328 4 1 Request a New Supplier Link If you cannot locate a Supplier you can send a Service Request to the ProcServe service desk 4 2 Supplier List You can view the details listed or click a Supplier Name to load the Supplier Profile page ProcServe Holdings Limited 2012 ProcServe Buyer Menu Supplier Directory 5 Search all available suppliers tab This tab allows you to search for a Supplier within the Marketplace using key words Supplier Directory Suppliers my organisation has traded with Search all available suppliers Browse available suppliers Enter keyword s Once you run a search the results
11. Comparing Items 3 5 Comparing Items Overview This section describes how to compare items You can build a list of items to be compared and compare one of the items against the others Building the Compare Item List The following steps describes how you can add items to and use the Comparison List 1 Locate the items you are considering purchasing 2 Mark the items you wish to compare by selecting the right check box for each item For example 283 Items found page ot220 O Image view VMM30001 Map Marketing World Political Laminated Map BEX Supplies For MAP MARKETING BEX 17 95 each 1 0 day 1 SS Schools Ltd B VMMO5271 Map Marketing Giant World Political Laminated Supplies For MAP Map GALD Schools Ltd MARKETING GALD 30 59 each 1 0 day 1 3 Add Selected Items E E Click the Add Selected Items icon Items details are listed in the Compare Items window ProcServe ProcServe Holdings Limited 2012 Compare with this column Comparing Items aid Compare with this column Short Map Marketing World Political Map Marketing Giant World Polrtical description Laminated Map BEX Laminated Map GWLD Price 17 95 each 30 58 each supplier Supplies For Schools Ltd supplies For Schools Ltd Supplier part VM 300 MMOS271 no Manufacturer MAP MARKETING MAP MARKETING Manufacturer BEX LDO part no EAN Content rder 1 each 1 each unit Lead time 1 0 day 1 0 day Description Bartholomew E
12. ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools Free Text Requisitions 2 2 3 5 Working with Schools FTR Templates Overview This guides you through the process of creating using and editing Free Text Requisitions FTR templates Locating the FTR Template List The following steps describes how you locate and use the FTR Template page 1 Navigate to Buyer Menu gt gt Free Text Requisitions The following image shows the FTR templates area Free text requisition templates 1 of 1 Art Materials 16 February 2003 3 2 The Template list is located towards the bottom of the Free Text Requisitions Overview Page The following list describes what you can do from here 2 1 Edit or use Template Click the Template Name ID link for the relevant FTR to view edit or use the FTR 2 2 Add New Template Click the Add New Template link to add a new template 3 FTR View Edit Submit Delete Page When you click on an FTR template the View Requisition Template page is displayed Free text requisition management View requisition template Back to overview Submit this as a new requisition Edit this template Delete this template Art Materials Creation date 16 February 2009 Number of items 3 Items List Pencils Assorted Soft 10 Boxes 4 00 Paper 200gsm High Quality 5 Boxes 10 00 Erasers HY121 5 Each 0 26 Total 91 30 Supplier name Paises 123 Buckingham Palace Road Lo
13. a Supplier Name to load the Supplier Profile page ProcServe Holdings Limited 2012 ProcServe Buyer Menu Supplier Directory 2 2 1 3 The Supplier Profile Page Overview The supplier profile page displays supplier information as the result of a search from the supplier directory You can use the supplier profile page to view supplier details or to hide a supplier so it cannot be used in your organisation Locating the Supplier Profile Page The following steps describes how you access and use the supplier profile page 1 The Supplier Profile page is displayed when you select a supplier in a list in the Supplier Directory Procserve Supplier Support Ltd DUNS number 978320999 Bronze Relationship Your organisation can trade with this supplier Contact details 2 The Supplier Profile Page Details The Supplier Profile consists of the following areas Supplier Basic Details shown above This area displays DUNS Number A DUNS Number is a nine digit code assigned by Dun amp Bradstreet to identify unique business s separate and distinct operations Supplier Relationship The two types of supplier are Basic and Enhanced Suppliers can be Bronze accepts electronic orders and can produce electronic invoices and credit notes etc Silver provides one or more catalogues or Gold fully integrated Basic suppliers can only accept orders as email attachments and cannot use the ProcServe electronic forms ProcServe
14. click the Next Step 2 button which will appear above Add a new item Bold fields are required Item name fo Item description pp Quantity Unit of measure Eah gt Price 00 3 Item Details The following details are required for each item 3 1 Item Name You must enter a name for each item 3 2 Item Description You must add a description for each item 3 3 Quantity You must enter a quantity you wish to be quoted on for each item 3 4 Unit of Measure You can select an optional unit of measure from the drop down list 3 5 Price GPB The price you wish to pay in your organisation s default currency 4 Add Item Button When you have added the first item you click this button to validate and if valid save the first item to the FTR If you make a mistake you can edit the line by clicking on the edit button or remove it all together by clicking on the remove button ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools Free Text Requisitions CCS CES CCS CCS ES Oil Paints FF1 Oil Paints 1 Each 20 00 Edit Remove Total 20 00 Add a new item Bold fields are required Item description fo nem Unit of measure Add item 5 You can continue to add items to the FTR When you have added all items you click the Next Step 2 button Next Step 2 Select supplier 6 Step 2 Selecting a Supplier for the FTR The Next Step 2 Select Supplier
15. for your requisition You can continue shopping by clicking the catalogue search tab at any time ProcServe Holdings Limited 2012 ProcServe Adding Items to your Shopping Cart You can add or remove items from your cart change quantities or cancel the purchase Also note that delivery charge if applicable will be included in the shopping basket tab The table below highlights the additional options available to you when working with the Shopping Cart External Catalogues EN You can punch out to an external catalogue You can click on the Short Description to view a more detailed description of the item Cancel Purchase To cancel the purchase click the Cancel Purchase icon Save Changes B You can make changes to the items in the cart For example change quantities Click the Save Changes icon to save your changes Delete Selected Items m Click this item to delete all items that have their right column boxes checked A prompt is displayed Click the OK button to delete the items Click the Cancel button to cancel the deletion Delete All Items i Click this item to delete all items in the cart Click the OK button to delete the items Click the Cancel button to cancel the deletion Add to Shopping List Si You can add all the checked items to a Shopping List which you can change and re use later Add to Favourites You can add all the checked items to your Favourites List for future use 6 Checkout
16. ismod EE E IE E ETE 85 Adding Items to your Shopping Cart eeeeieeeeeeeeeee eene eene nennen nnn 87 Working with your Shopping Cart eeieeeeieeeeieeeeeee eene eene nne nnne nnne nnn 89 WOKING WII EN dE 91 WOKING WI SNOPDINO E Bm 94 Double Epebso Eege 97 ProcServe Holdings Limited 2012 About this Guide Introduction 1 About this Guide 1 1 Introduction The aim of this guide is to give you a comprehensive guide on how to use the xchangewales eTrading for Schools system effectively Who is ProcServe ProcServe is a Commerce Network It connects buyers and suppliers together va a fully hosted eCommerce infrastructure ProcServe particularly specialises in prouding and managing eProcurement and elnvoicing solutions and services for customers What does ProcServe offer e ProcServe offers packaged Commerce Solutions to enable our customers of all sizes and technical capabilities to connect to the Commerce Network e All of our solutions are provided as software as a service with no requirement for capital investment in IT infrastructure What do our solutions consist of The ProcServe solutions are a blend of world class application Commerce Modules all hosted and managed by ProcServe combined with professional service packages that ensure a swift implementation and maximum return on investment The ProcServe Commerce Network ProcServe offers two types of service
17. to the email account specified for that user ProcServe ProcServe Holdings Limited 2012 Admin Menu Schools User Management 2 3 1 3 Viewing or Changing Basic User Details Overview If you are an Authoriser you can use the User Management feature to view or change basic details for the users in your organisation You can change address and contact details change the user role type e g Purchaser or Authoriser or update the user s classification views Note For any other changes you need to contact the ProcServe service desk Locating a User Account The following steps describe how you access and use the user management feature 1 Navigate Admin Menu User Management menu option 2 The Find Users page is displayed BUYER MENU User management start Shopping Transactions Find Users supplier Directory RFQ M t mu du Search for Free Text Requisitions service Requests ADMIN MENU User Management Web Services 3 You use the search functionality to search for the user you require by name or user ID 4 Enter a search string For example BUYER MENU User management start Shopping Transactions e Find Users Supplier Directory RFQ Management Search for Free Text Requisitions A User Steve James service Requests ADMIN MENU User Management Note The search is not case sensitive ProcServe Holdings Limited 2012 ProcServe Admin Menu Schools Use
18. will appear here The following list describes how you use the above tab 5 1 Enter Keywords Enter the key words you wish to search on 5 2 Find Button Click the Find button 5 3 Results If one or more Suppliers matched your key words then a list of Supplier is displayed Search results for proc 5 of 5 Supplier name DUNS Telephone Number A ProcServe 349363296 Ni 020 7730 9000 ProcServeOnline 10000000 N A Procserve Supplier Support Ltd 978320999 N A You can view the details listed or click a Supplier Name to load the Supplier Profile page ProcServe ProcServe Holdings Limited 2012 Supplier Directory 6 Browse available suppliers tab Buyer Menu This tab allows you to browse Suppliers within the Marketplace alphabetically or numerically For example supplier Directory Suppliers my organisation has traded with Search all available suppliers Browse available suppliers B M Browne UK Ltd Brownes GU 965047721 Bags of Books 217450563 B and M Office Machines Ltd 294440524 Banner Business Supplies Ltd 236638362 Barclaycard Business 548616721 Barkers Norman Broadbent 232258157 N A N A N A N A N A N A 6 1 Select Letter or Number Click the letter or number 0 9 In the above image B has been clicked 6 2 Results As shown in the above image if one or more Suppliers matched your letter or number then a list of Supplier is displayed You can view the details listed or click
19. 04 September 2005 02 September 2008 UI August 2008 06 August 2006 06 August 2008 06 August 2006 Buyer Menu My Transactions My Transactions for unknown suppliers First Prev 1 2 3 4 Mext Last OPEN OOU057 HperGlobalMeganet 03 October 2008 JPG001157 secon 27 June 2008 XML00000 HperGlobalMeganet 05 June 2008 JPG001145 secon 04 June 2008 JPG OUO1128 Secondary Colours 11 May 2008 JPG001124 Secondary Colours Of May 2008 JPGOO1123 Secondary Colours 07 May 2008 JPG001123 Secondary Colours Of May 2008 JPGO001115 HperGlobalMeganet 21 April 2008 JPG001114 Secondary Colours 21 April 2006 Please nate that if you placed an onder for items from more than one supplier you will see an onder appear in the table above for each supplier that you ordered from This is so each supplier can be contacted and ordered from individually You can click on the Order ID for a transaction to view a details summary 3 Viewing Transaction Details Click the Order ID in a transaction list to view transaction details for example Purchase orders Order ID OPENOOO0048 Order date September 9 2008 Delivery address ProcServe Test School 123 Buckingham Palace Road London SW1W 9SR Items included in this order Delivery date Item description Unit price Quantity September 9 2008 Football GBP 10 00 10 EA GBP 100 00 Total GBP 100 00 Please note that if you placed an order for items from more than one supplier
20. 09 03 February 2009 0 Closed with no winner Click the RFQ Name ID link to vew the RFQ in the RFQ Details page and re issue this RFQ Click the Back to RFQ Overview link to return to the RFQ Overview Page ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools RFQ Management 22 2 3 Creating a New Schools RFQ 2 2 2 3 1 Step 1 Adding RFQ Items Overview This describes how you add items to an RFQ as part of the Create New RFQ wizard In order to do this you need to activate the Adding RFQ Wizard Locating the Adding RFQ Items Step 1 The following steps describe how you start and add items to an RFQ 1 Navigate to Buyer Menu gt gt RFQ Management gt gt Add a RFQ 2 The following image is an example of the Step 1 Add Items area Step 1 Add items Please add the items you would like quotes for using the form below Once you have added all the items click the Next Step 2 button which will appear above Add a new item Bold fields are required Item name EE Item description Fo Quantity TT Unit of measure Each sl Target Price GBP TT Add a document Please nate that only POF and Word documents can be attached 3 Adding RFQ Items You need to complete the item details for each item in the RFQ 4 tem Details The following details are required for each item 4 1 Item Name You must enter a name for each item 4 2 Item Description You must add a description for each item 4 3 Quant
21. 14 99 pack A 14 99 L VMM30001 Map Marketing World Political Laminated Map BEX Supplies For Schools Ltd 1 day 17 95 each ah 17 95 E 40376598 Computer Gear headset Equanet 5 days 5 64 each EU 584 LJ 6 The following list describes how you work with the Favourites e Update Quantity You can change the Quantity for an item and click the Save icon see below The new quantity is saved for later use You can also update the quantity prior to adding to your Shopping Cart e Mark Item To mark an item for deletion or adding to a Shopping List or cart you check the box in the right hand column You can mark as many items as you like Save Changes mE Save changes to your Favourites Delete Items Delete items that have a Tick in the checkbox from your Favourites Add to Shopping List I You can add all the checked items to a Shopping List ProcServe ProcServe Holdings Limited 2012 Working with Favourites ER which you can change and re use later Add Item s to Cart of Check each item to be added to your cart and click m the multiple Shopping Cart icon ProcServe Holdings Limited 2012 ProcServe Working w ith Shopping Lists EN 3 10 Working with Shopping Lists Overview This section describes how to work with your Shopping Lists A Shopping List allows you to save items so that you can quickly create a requisition at a later date For example if you create a monthly artistic supplies requisition you
22. 2 Getting Started Unlocking your Account 2 1 3 Unlocking your Account Overview Your account will be locked if you enter your log in details incorrectly 3 or more times You will be informed that your account has been locked via an email You can unlock your own account using your memorable word and the access code contained in the email Unlocking your account 1 You will receive an email informing you your account has been locked Within the email are the details you require to unlock your account Hello Buyer Your account has been locked due to too many invalid login attempts To unlock your account you will need both a User Name and Access Key included below and you will need your Memorable Word which you specified in your account profile Your Access Key is YDRM3DDN You can unlock your account at saturn buyers procserveonline com otis auth html marketplaceld 2 amp locale en GB It is recommended that instead of typing the Access Key try copying and pasting it into the unlock screen using the following steps 1 Highlight the Access Key making sure there are no spaces at the beginning or the end 2 Right click and select Copy 3 In the Access Key field of the unlock screen right click again and select Paste If you have any questions please contact the Zanzibar Service Desk via zanzibarhelpdesk procserve com Thank you 2 Navigate to the url within the email or use the Unlock account on the login page
23. 2 2 Find by Category You can also click the Find by Category tab For example Suppliers available to contact Find by category Show suppliers in Vehicles not Buses se Supplier Name Vendor Number Location Add them Lantern House School 002 0999543688 Guildford Add 2 3 You locate the Category for your Supplier and click the Search button Any Suppliers found are displayed below the Search button as shown 2 4 Click the Add link to add the Supplier to the list of Suppliers to Add 2 5 Manually Adding Suppliers to the RFQ If a Supplier has not already been entered on the system follow these steps 2 6 You click the manually add their details link in the area shown in the following image Cannot find a particular supplier here If there is a supplier that you would like to send your RFQ to but is not listed in our system you can manually add their details Please note that if you manually add a supplier to your list you will also have to manually record their bid should they be chosen as the winner 2 The Manually add a Supplier form is displayed ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools RFQ Management Manually add a supplier Bold fields are required Supplier name PaperTroniX Systems Vendor code 19990109 Supplier email address RBFQ PTSX com Supplier address 93 Fifth Street Townilcity Brighton Postcode BN YH 2 8 Enter the details for the Su
24. 3 playback and dobly 5 1 sound HU Each M M x a Tumtable Pro ject Debut Record Player 13000 130 00 e E 130 00 2 Way Power 3 0 00 Supply 10 00 10 00 0 00 10 00 Total excluding tax em o Read and check the details and perform the following tasks Selecting a Bid as the Winner If you choose to select the Supplier as the winning bidder you must add a reason for selecting the bid as shown for example Select this bid as the winner Bold fields are required Why have you chosen this as the winning bid Click the Award as the winning bid button The award is accepted and the RFQ Details page displayed with the bid now displayed in Yellow Quote e Date Quote reference Supplier Location Category utes received number ifi i i ho h Notifying Unsuccessful Winners LE suppliers who have not won accepted the email Suppliers who have not won button is displayed When a bid has been Click this link to display a form with which you can notify Suppliers with ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools RFQ Management com george procserve com Enter a subject and a message in the relevant text areas Click the Send button The RFQ Details page is displayed and the following message is displayed Revoking a Winning Bid You can unaward revoke a winning bid In the RFQ Details page click the Unaward link Date Quote reference Location Category amount DE
25. 7 Schools Free Text Requisitions Overview idees 37 Schools Free Text Requisitions Overview Page ss 38 Creauing an SCHOOIS TR RTI LU LU LT 39 Schools FIR Detalls Page E 43 Working with Schools FIR Templates iiec en esos e cob He ee en titan 45 NE FANS AC OS ES n 51 Using NY Trans acions scanner en C Div copi o EE Wo beet Do cR UNES EET UE CRURA 51 wiederum oli ERE EET D LIT 53 DEVICE REGUESISIOV CI VIOW Mec cx et 53 Deleg Re ALES ee 54 Request Supplier Services Request sise 56 Request Catalogue Services Request sise 58 Other Servicos REQUES Lc tronco e Se dees 59 2 9 OMIM MENU 25cm 60 Schools USER E Ee E 60 User Management OVerVvie ege 60 padng a USE E E M M 61 View ing or Changing Basic User Detaie nnns 63 WED SONICO E 66 WED Tee EE 66 BUY CFCONIMGC LE Aa M es 68 Part 3 Catalogue Shopping 70 3 1 Overview of Catalogue Searching cccccesceceeceeseeeeeeeeeeeeeseseeeneeeeneeeonsesonseeeesaeeesneneones 70 ProcServe Holdings Limited 2012 User Guide 3 2 3 3 3 4 3 5 3 6 3 7 3 8 3 9 3 10 3 11 Contents Il HOW 10 d RE ess sd SU 73 Examples Of Searching et 77 Me Nems Details PAQR EE 80 COMPAMING NEM t He 82 spur
26. EE The following message appears in the area above the RFQ details Unaward Click the Confirm Unaward button to unaward the bid A message is displayed Cancel Click the Cancel button to cancel the unaward e Closing the RFQ with no Winner For closed RFQs only After bids have been received you can close an RFQ with no winner For example ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management RFQ00000006 Paper04020209 Closed and waiting for your action Please choose a winner from the bids below or choose to Close this RFQ with no winner When you click the link the following prompt is displayed Tell us why you are ending this RFQ with no winner Explanation he RFQ issued with ew items You can only enter up to 250 characters RFQ00000006 Paper04020209 Closed and waiting Click the Close with no winner button to close the RFQ with no winner Click the Cancel button to cancel the close RFQ action ProcServe ProcServe Holdings Limited 2012 Buyer Menu 37 Schools Free Text Requisitions 2 23 Schools Free Text Requisitions 2 2 3 1 Schools Free Text Requisitions Overview This guides you through the process of managing Free Text Requisitions FTR The Free Text Requisitions feature within the system allows you to e View Existing FTRs You can view a list of submitted FTRs draft FTRs and FTR templates You can view further details of FTRs or work with draft FTR and F
27. ProcServe Holdings Limited 2012 Buyer Menu Supplier Directory Contact Details This area displays Supplier Contact details Registered name Pracserve Supplier Support Ltd Email Telephone 0875 875 53875 number 67 Great St Address London EC36CC GB a Download as a vCard What is this Tip You can contact the suppliers using the details stored You can click the email field to send an email to us if you have a local mail program installed for example Outlook Click the Download as vCard link to download the Supplier details as a vCard When you click the link a prompt will appear You can save the vCard to your computer and import it onto your mail program later Financial and other Information This area holds finance and other details Financial information Tax code 235634 Tax Number TTTT Payments accepted Cheque Cash Currencies accepted Pound Sterling Other information Short name PSSSup ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management 2 2 2 Schools RFQ Management 2 2 2 1 Schools RFQ Management Overview This guides you through the process of managing Requests for Quotation RFQ You use this section to find out how to e Use the RFQ Overview Page e Build and send the RFQ These are steps describing how to create add details and send an RFQ o Add ltems to a RFQ o Enter RFQ details o Select the Suppliers that will receive the RFQ o Co
28. RM DETAILS AND SUBMIT otep 2 Select supplier Find a supplier to requisition from Search For See 9 Enter a Search string in the Search For box and click the Search button If your search was successful then one or more Suppliers is displayed for example Results for PROC 1 Supplier name Select company to requisition from 123 Buckingham Palace Road ProcServe London UNITED KINGDOM Select supplier SW1W 9SR Can t find a particular supplier here If there is a supplier that you would like to send your FTR to but is not listed in our system you can manually add suppliers 9 1 Located Supplier If you have located the Supplier for your FTR template then click the Select Supplier button for that Supplier The FTR Confirmation page will be displayed ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools Free Text Requisitions 9 2 Supplier Not Found If you wish to add Supplier details to the system manually click the Manually Add Suppliers link 10 Manually Adding Suppliers to your FTR Template When you click the Manually Add Suppliers link the following form is displayed below the Search box Can t find a particular supplier here If there is a supplier that you would like to send your FTR to but is not listed in our system you can manually add suppliers Manually add a supplier Supplier name Artistic Materials ltd Supplier vendor code 901909109 Supplier email add
29. Sea WT EE EE Kl K tt LI pm LZ mg Ke dw Kei S mE xchangewales eTrading for Schools User Manual Release 4 6 ProcServe Holdings Limited 2012 All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks This document has been prepared and remains the copyright of ProcServe The information contained in this documentis proprietary and confidential to ProcServe and should only be made available to the recipients defined in the Distribution List or employees ofthe recipients business The recipient of this document agrees that it will not duplicate any information contained within this document except for internal use This documentis version controlled and any updates or amendments will be detailed in the Change Control section of this document The information defined in this documentis relevantto the date and time of its publication ProcServe accepts no responsibility for inaccuracy of the information contained within this document after its publication date The BuyerConnect product referred to in t
30. TR templates from the Free Text Requisitions Overview Page e View FTR Details You can vew FTH details and submit or delete draft FT Rs from the Free Text Requisitions Overvew Page e Create FTRs You can create FTHs e FTR Templates FTIR Templates are used to enable easy creation of FTRs You can view use or create existing FTR templates in the Free Text Requisitions Overview Page ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools Free Text Requisitions 2 2 3 2 Schools Free Text Requisitions Overview Page Overview You use the Free Text Requisition Management Overview page to view and work with FTRs Locating the FTR Management Overview Page The following steps describes how you locate and use the Free Text Requisition Overview page 1 Navigate to Buyer Menu Free Text Requisitions 2 Creating Free Text Requisitions Click Create New Requisition to create a new FTR 3 Working with Existing FTRs The Free Text Management Overview page is displayed Free text requisition management Overview Last 1 requisitions submitted ProcServe 16 February 2009 Draft requisitions 1 yet to be submitted ProcServe 16 February 2009 Free text requisition templates 1 of 1 Add new template Art Materials 16 February 2009 You use the Free Text Requisition Overview page to view and work with your requisitions 4 The following list describes the Free Text Requisition Overview page e Last Requisi
31. ails that you entered in the previous steps of the wizard You should check through the details and make sure they are correct If you wish to make any changes you should click the Edit before Publishing link Before publishing have read and agreed to the terms and conditions have not read them Publish this RFQ 3 RFQ Terms and Conditions When you are sure the RFQ is correct you should read the Terms and Conditions and if you agree with them have read an agreed check the box ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools RFQ Management ls this correct If these details are correct please confirm that you have read the terms and conditions below and click the Publish this RFQ button Before publishing have read and agreed to the terms and conditions C have not read them Publish this RFQ 4 Confirming Details and Publishing the RFQ Click the Publish the RFQ button to publish the RFQ 9 The RFQ is displayed in View Details page with a confirm message RFQ Management view RFQ aBack to RFQ overview Re issue this RFQ Withdraw this RFQ RFQ00000001 Paper04020209 Open Description Your reference Expiry date Sealed bids Shipping address Humber of items Suppliers Summary Bids 0 No bid received yet Must be recycled RFQ00000001 15 February 2009 No LANTERN HOUSE GUILDFORD GUTATX UNITED KINGDOM 1 show all 2 suppliers co
32. ame A Enter the product code into the search field If the supplier has a catalogue on the system then the item will be returned Search H Advanced search Feature search 003R99107 Search tolerant C Standard assortment B Items found Image view p Item no Short description Supplier Manufacturer Image Price Lead time Quantity CI 003R99107 003R99107 XEROX Premium Digital Carbonless Supplies For XEROX 003R 99107 13 26 each 1 0 day 4 F Paper White Pink 44 2 Ply 250 Sets Schools Ltd Q I need to find the price on an anemometer but am unsure how it has been spelt by the supplier A Try searching using the beginning of the word then using the wildcard search tool Put anem into the search field If this brings back too many results then consider adding extra letters to your search This example will bring back items with the letters anem at the beginning of a word in the item data ProcServe ProcServe Holdings Limited 2012 Examples of Searching Search Advanced search Feature search 23 Items found page of 3 Image view Item no Short description Supplier Manufacturer Image Price Lead time NENNEN LH 1BB Anemometer East Riding of Yorkshire Council ERS 11 65 each 1 0 day 1 088059 Anemometer With Product WESTWARD PAPER SALES 14 70 each 2 0 days h CI Guide The database currently contains no images for
33. an add items and Suppliers to the draft e Delete FTR Button Click this button to display the following prompt Confirm Delete Click the Cancel button to cancel the deletion and return to the FTR Details page Click the Confirm button to delete th draft FTR and return to the Free Text Requisitions Overview Page e FTR Details The remainder of the page shows a summary of the FTR These fields are described in oubmitted FTR Details Page below Submitted FTR Details Page The following image shows a typical FTR Details page for a submitted FTR ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools Free Text Requisitions Free text requisition management View requisition amp Back to overview Requisition 9 Creation date 16 February 2009 Number of items 3 Items List Erasers HY121 5 Each 0 26 Paper 200gsm High Quality 5 Boxes 10 00 Pencils Assorted Soft 10 Boxes 4 00 Total 91 30 supplier ProcServe 123 Buckingham Palace Road London UNITED KINGDOM SWT1W SSR The following list describes the submitted FTR Details page e Return to FTR Overview To return to the FTR overview page navigate to the Buyer Menu gt gt Free Text Requisitions e Requisition Details This area shows the number of items and creation date for the FTR e Items List This list shows a summary description of the items on the FTR and a total cost e Supplier Details This area displays details for the Supplier
34. brief overview of how the search functionality works and give you some hints and tips on the best ways to use the search engine How does search work When a supplier creates a catalogue they complete a template that mandates information put into key fields to fully describe the products or services that they provide When you enter a search term the search engine searches across some of these fields to ensure you return the best possible results The key fields that a supplier completes and the system searches across are e Supplier Item Number e Item Short Description e Item Long Description e Supplier Name e Manufacturer Item Number e Manufacturer Name e Item Keywords When searching the system allows you to adjust how the search works across the searchable fields by using the slider bar on the catalogues tab Moving the slider bar will change how the system searches and will affect how many results are returned The slider bar has three settings and these are described below Home page Catalogue search Shopping Basket A O Shopping lists roduct classes Ga Search Advanced search Feature search Q Search tolerant UNSPSC 8 1201 Search Search for the items you want using a simple advanced or feature search Select your preferred search mode exact tolerant or similar Navigation Select a catalog or a classification system and click through to the lowest level of the directory tree If v
35. button to save the FTR template The FTR is added to the FTR Template list in the Free Text Requisitions Overview Page ProcServe ProcServe Holdings Limited 2012 My Transactions 2 24 My Transactions 2 2 4 1 Using My Transactions Overview Buyer Menu You can view your transactions such as orders and drill down to view individual transaction details There is a transaction list for registered Suppliers and one for unknown Suppliers Transactions List 1 Navigate Buyer Menu Transactions 2 The Transaction page is displayed This page contains two lists My Transactions for registered suppliers and My Transactions for unknown suppliers My Transactions for registered suppliers The image below shows a list of transactions from Suppliers registered on the system My Transactions for registered suppliers First Prev 1 2 3 4 5 OPENQOO0048 OPENOO0049 OPEN000051 OPEN000050 BANKOOGS 72 OPENDOO004 7 OPENDOO0046 OPENDOO0045 OPENDOO0044 OPENDOO0043 You can click on the Order ID for a transaction to view a details summary MegaHanet Secon Co MegaHanet secon Co secon Co Secon Co MegaHanet Secon Co MegaHanet Secon Co My Transactions for unknown suppliers The image below shows a list of transactions from Suppliers who are not yet registered on the system ProcServe Holdings Limited 2012 ProcServe 9 September 2008 09 September 2008 09 September 2008 09 September 2005
36. can save all the items in a Shopping List add to the shopping cart and then review and send the requisition Adding Items to Your Shopping Lists 1 Whilst shopping you can add to your Shopping List by clicking this icon EI EM The following list describes how to use this page Create New Shopping List E To create a new Shopping List enter a name and description in the relevant fields The new Shopping List is displayed Add to Shopping List Add the items to the relevant Shopping List The existing Shopping List is displayed with item s added Back Icon ES Return to the previous page Changes are not saved 2 Locating your Shopping Lists Click Shopping Lists tab hopping lists Private shopping lists B Company shopping lists _ Group shopping lists Last modified Name Description Mark My favorites Aug 5 2011 fortnightly stationery order Order fortnightly starting 08 08 oO Aug 5 2011 Computing accessories General computer goods E Aug 5 2011 Sporting goods Regularly ordered sporting items LJ 3 About the Shopping List Page The following list describes the Shopping List Company Shopping List These are for use throughout the organisation Note Only catalogue administrators can create edit and delete these lists Group Shopping List These are for use by groups of users Note Only authorised employees can create and change these lists Private Shopping List These are shopping lists y
37. ck into the system Password change This area allows you to change your password Change your password Please note that your password for security reasons must follow these rules Minimum of 6 character s Enter your current sssssssss password Enter your new lecccccccce password Please re enter your ImT new password 6 Enter your existing and new password to change your password The entries are validated and if valid the system will display a message m TAF ke GEES E Se res EE Fe FES mnm Succeseel Woy have cha ner ppur password he ext time wou Ina in wou w Need tn use this new nasswi E E uci E ess Y Ex Diac al oe Fe isst ge ne next CS udo g 2 Ui d J lee a iE l ner pas swa ja Memorable Word Change This area allows you to change your memorable word ProcServe Holdings Limited 2012 ProcServe Getting Started My Profile Change your memorable word This is a word that is personal to yourself easy to remember and can be any word that you choose to use but vou must ensure that It is at least 8 characters long It is kept safe and SeCUre The memorable word hint is a reminder af your memorable word in case you forget it Memorable word hint game with ball Save new memorable word 7 Enter your new memorable word and hint to change your memorable word The entries are validated and if valid the system will display a message ProcServe ProcServe Holdings Limited 201
38. ck the Shopping Cart tab 2 The Shopping Cart is displayed Home page Catalogue search Shopping Basket Shopping lists Shopping basket External catalogs v Item no Short description Supplier Service provider Lead time Price Quantity Amount There are currently no products or services in the shopping basket Note The above image shows an empty Shopping Cart The cart could also have other items in it 3 The External Catalogues Drop Down Open the external catalogues drop down list RS Components External catalogs RS Components TBuck and Hickman Ltd SCC Office Depot Eriks UK Nimans Ltd BES 4 Select one of the External Suppliers from the drop down 5 The selected Suppliers website will open in a new window 6 Shop online with this Supplier as you usually would 7 When you have finished your external shopping you can checkout 8 The items you chose are displayed in Shopping Cart 9 You can continue to shop or work on your Shopping Cart ProcServe Holdings Limited 2012 ProcServe
39. d charge 6 95 Price 30 58 each Description Further documents Item properties Giant world political map featuring countries clearly defined with political colouring Main cities and towns clearly marked Time zone clocks country flags and statistics Size 830 x 1200mm Scale 1 34 000 000 520 miles 1 inch Laminated MM05271 The following list describes the major features of Items details page 1 Action Icons These icons are not displayed if the item is already in your Shopping Cart Add Item to Basket S Click to add item to your Shopping Basket Open Items Details kd Click to view item details in new window Add to Favourites un Click to add item to your Favourites List Add to Shopping List NEN Click to add item to your Shopping List Return to Search Page Click to return to Search Page 2 Item Details A summary of the item details To vew any associated documents click on any link in the Further Documents field ProcServe ProcServe Holdings Limited 2012 The Items Details Page EN Add to Shopping Cart Click to add item to your Shopping Basket Note In the Shopping Cart item details pop up you cannot change the quantity 3 Description This gives a more detailed description of the item 4 Further Documents This may include additional images 5 Item Properties This may include further details of item Add to Basket Click to add item to your Shopping Basket ProcServe Holdings Limited 2012 ProcServe
40. d Text View You can switch between a view that includes the item images and a text Mew The image view is shown in the above image Text view does not show any images Image View ProcServe Holdings Limited 2012 ProcServe Working with Favourites Image view MITRE MESH PANNELLED BALL SACK BLACK 13 95 aA Bulk PK Pencils HB 14 99 A Map Marketing World Political Laminated Map BEX 17 95 6 Computer Gear headset 5 84 Text View Text view MITRE MESH PANNELLED BALL SACK BLACK 13 95 Bulk PK Pencils HB 14 99 Map Marketing Vvorld Political Laminated Map BEX 17 95 Computer Gear headset 5 84 e Item Details Click an Item description to view the Item details e Add Item to Shopping Cart Click this icon Sd Addto Basket io add the item to your Shopping Cart 4 Working With Your Favourites List You can delete items add multiple items to the Shopping Cart or add items to a Shopping List using the Favourites List within the Shopping Lists tab 5 In the Catalogue navigate Shopping Lists gt gt My Favourites hopping lists My favorites DI B Company shopping lists ea temno Short descrigtion Supplier Service provider Leadtime Price Guentty Amount O rivate shopping lists d ir Toria d PSGD80301 MITRE MESH PANNELLED BALL SACK BLACK Davies Sports 4 days 13 95 each ul 13 95 O GPS500HB Bulk PK Pencils HB MERSEYSIDE PAPER SUPPLIES 1 day
41. dd a User Once you run a search the results will appear here ADMIN MENU User Management i Add a User Last 5 added edited users 3 Complete all the fields ProcServe Holdings Limited 2012 ProcServe Schools User Management Admin Menu gt Transactions A gt Supplier Directory Title Mr vi gt RFQ Management 3 x First name gt Free Text Requisitions Last name gt Service Requests Username This will be generated by the system ADMIN MENU Email address gt User Management Confirm Email address Add a User Organisation PServe Test School 300 ee Default address 123 Buckingham Palace Road SW1W JSR i Telephone number Fax number D Preferred language English UK M CT Authoriser Role Purchaser CT Welcome message Data Feed s C Message Of The day 1 News v lt m Note Email address must be unique for each user 4 When complete click Save at the bottom of the screen Y ou will be shown the success notification as shown below BUYER MENU User management view User start Shopping Transactions Back Supplier Directory Edit this profile RFG Management Free Text Requisitions Service Requests Success You have added the new user shown below ADMIN MENU User Management Mr Steve James Web Services Status Active 5 The new user has been created Log in details will be sent
42. e RFQ Click this link to withdraw the RFQ Note This option is only available for open RFQs A message is displayed ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools RFQ Management RFQ Management withdraw RFQ e Show All Items Link You can click this link to vew item details Items 1 Collapse Item name Jak at Quantity ee Attachment description measure Ad 60gsm recycled 100 00 Boxes Paper Pack Total without tax Click the Collapse link to hide the item details e Show Supplier Link Click this link to view a list of Suppliers Suppliers contacted about this RFQ Procserve Supplier Support Ltd London PS Supplier Solutions London e Working with Bids Where one or more bids have been received they are listed below the details area Bids 1 Bids in green are the most recent bids from each supplier You can view a bid details and notify a successful bidder o Bid Details Click the Supplier link to vew the Bidder details ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management Bidder details Supplier Contact details Number of quotes submitted Email paul pserve com DCSF Test Sapp Telephone 02076176333 WA 1 Most recent Bid Detail received 26 June 2008 at 10 37 Manufacturer wie mest Total tax Bidders description Comments Quantity Ge pie Attachment part ID GBP GBP Music System Stereo music system with MP3 3 00 MP
43. ed 2012 ProcServe Admin Menu Web Services 2 3 2 2 BuyerConnect Overview BuyerConnect is a ProcServe product that allows you to integrate any desktop application with the ProcServe Trading Network without the need for your application to be able to send and receive transaction documents To download and install BuyerConnect 1 Click on the button above labeled Download BuyerConnect Web services Generate a Web Services account Download Buyer Connect Download Buyer Connect 2 choose the Install option in the resulting window and choose to install the application ProcServe BuyerConnect Name OPEN BuyerConnect Version 3 3 1 0 Publisher ProcServe Install 3 Then once it has installed double click on the new BuyerConnect icon on the right side of the windows start bar to configure the application og 8 uyer connect gt BECH EE Please Note The BuyerConnect product is prouded by ProcServe but is not supported All support queries issues with this application must be passed to the Department for Education va the email address mailbox buyerconnect dcsf gsi gov uk ProcServe ProcServe Holdings Limited 2012 Catalogue Shopping Overview of Catalogue Searching 3 Catalogue Shopping 3 1 Overview of Catalogue Searching Overview The search engine allows you to run to various types of search for items in the catalogues available to you This section will provide you with a
44. er service Locating the Other Request Form The following steps describe how you locate and use the Other Request form 1 Navigate to Buyer Menu Service Requests Other Services Request 2 The Service Request general request page is displayed service requests general request Submit the details of your request in the comments box below Your request will then be e mailed to your helpdesk Hequest Details MEM Send request 3 Completing and Sending the Form The following list describes the fields in this request form e Details Enter the details of your request e Save Details When you have completed the form click the Send Request button ProcServe Holdings Limited 2012 ProcServe Admin Menu Schools User Management 2 3 Admin Menu 2 3 1 Schools User Management 2 3 1 1 User Management Overview Overview This describes user types and what they can do and provides links to related topics Basic User Details The following list describes where to find user task instructions Disabling Users Users can be deleted by an Authoriser Adding a User Additional users can be added by an Authoriser The following describes each buyer type some of these might not be applicable to your organisation Buyer who is allowed access to services they need to purchase Purchaser Items Buyer who can only access services they need to authorise Authoriser l purchasing An Authoriser can also add a
45. ere button ervice requests Delete user reques Start Shopping Transactions You can send a request to delete a user Click the delete button next to the user you would like to be deleted and this user will be removed as soon as your helpdesk has processed your request To view details about a user click on the Supplier Directory ee RFG Management Free Text Requisitions Delete User K l Service Requests Service Requests s d sd 8458823 Delete i Delete User i Request Supplier Steve James stevejamesi 6450523 Delete i gt Request Catalogue i gt Other Request 4 You will be asked to confirm you wish to delete the user and give a reason why ProcServe ProcServe Holdings Limited 2012 Buyer Menu Service Requests BUYER MENU Service requests Delete user request start Shopping Transactions You can send a request to delete a user Click the delete button next to the user you would like to be deleted and this user will be removed as soon as your helpdesk has processed your request To view details about a user click on the Supplier Directory sumsit RFQ Management Free Text Requisitions Confirm delete request Service Requests Please say why you d like Has left our company Delete User us to delete this person 07 09 09 i gt Request Supplier Request Catalogue Confirm deleting this user i gt Other Request Cancel Deleting stevejames z6458823 will result in them
46. eries from my local supplier Hills Components Limited A You could try putting AA into the search field This however would bring back too many results as the search term entered is too vague You could try adding additional words to the search such as battery but this would also bring back items from suppliers you are not interested in To get a precise return use the advanced search functionality Put the words Hills and AA as shown in the example below making sure each term searches on the correct field ProcServe Holdings Limited 2012 ProcServe Examples of Searching 78 Search Advanced search Feature search Supplier E contains vj Hills And v C Standard assortment Short description contains v AA All fields w tolerant v All fields _ tolerant v Al fields v tolerant v 47 tems found page SEN Ur 021 4311 AA TO C SIZE BATTERY CONVERTER Hills Components 0 90 each 1 0 day 4 F amp AA 800mA BATTERY Limited 021 4339 AA AAA RECHARGEABLE Hills Components 7 95 pack 1 0 day lt mul O BATTERY PACK Limited 02 5866 CQ AA 1500 PROCELL BATTERY BOX Hills Components 25 00 box 1 0 day HM F OF 100 Limited Q I have been asked to get some carbonless 2 ply paper in white pink have been given the product code from the supplier s catalogue but have not been told the suppliers n
47. f Yorkshire Council ERS 0 36 each 1 0 day Q need a toner cartridge for a HP LaserJet P2550d printer The code on the cartridge is CE505A A Try searching for the cartridge model number CE505A Put CE505A in the search field and this will return results with the product code anywhere within them Advanced search Shopping lists Feature search R serene C Standard assortment Home page Catalogue search EXIRET A 0 Search filter p Search a Catalogues p l CES505A Stuff Cat 6 Schools Banner Business Supplies Ltd 2 i 22 tems found T Schools Supplies For Schools Ltd 2 C Schools Martin Luck Ltd 2 Short description page EE of 3 o d Image view Supplier Manufacturer Image Price Lead time Quantity O O Schools Devon County Council Martin Luck Lta 2 LC O Schools Printerbase Cat 2 O School London Office Depot UK Lta 1 D More selection Pages Suppliers p Su ut net 6 7 Martin Luck Ltd 4 Printerbase Lid 2 CES05A Supplies For Schools Ltd 2 Banner Business Supplies Ltd 2 Print Clearly ink and Media Ltd 1 Office Depot UK Lid 1 CES054 054 HP BLACK TONER 2 300 Hewlett Packard Original Toner cart Black Supplies For HP CES5054 Schools Ltd 54 64 each 1 0 day h leE Inkost Ltd Hewlett Packard 53 16 each 2 0 days tr Jm Q want to buy some AA batt
48. finished Step 2 Tell us About your RFQ the RFQ Choose Suppliers to Contact wizard page is displayed Choose Suppliers Pick the suppliers from whom you would like a quote from the list below by adding them to your list of suppliers to contact Suppliers available to contact Suppliers to contact To add a supplier to this list find them on the left and click the Add link next to the supplier you are after Browse by name Find by category Sorry but there were no supplier names found starting with 0 9 please try another letter above This RFQ will be sent to the suppliers you add to your Suppliers to contact list directly 2 Adding Suppliers to the RFQ To add a Supplier that is already on the system 2 1 Browse for a Supplier You can click the letter or number that your Supplier starts with in the Browse by Name tab A list of Suppliers is displayed Fore example Suppliers available to contact Browse by name Find by category Supplier Name Procserve supplier 378320999 London support Ltd PS Supplier tco 2965887490 London Solutions Click the Add link to add the Supplier The Supplier is added to the list of Suppliers to Add ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management Suppliers to contact Procserve Supplier Support Ltd Remove To add a supplier to this list find them on the left and click the Add link next to the supplier you are after
49. football Q Search tolerant Advanced The Advanced Search allows you to search specific fields and with Search conditions Click the Advanced Search tab to display the advanced search fields and build your search rules as shown below Search Advanced search football EE BE CC Feature The Feature Search allows you to filter items within your Search results that Search meet certain criteria To perform a Feature Search you need to select the Feature Search tab and a Product Class from the left hand pane before selecting from the drop down boxes the features that you wish your items returned to contain as shown below Search Advanced search Feature search Carriage Fres Model Name Unit of Purchase Quantity 4 Filter on Search Results When you search for a specific item you will then see a filter option on the left hand side where there will be a number of options for you to choose from Options include ProcServe ProcServe Holdings Limited 2012 How to Search e A breakdown of items per catalogue e A breakdown of items per supplier A breakdown of items per Manufacturer A breakdown of items per Lead Time e Product Classes Search filter Search Cataloques football gt Search for fc Schools Davies Sports Cati 523 Schools Supply Zone Cat 202 SCHSYPOCat 78 Scans WES Arnold Cat 70 Schools Atoz Cat 58 chos GLS Education Cat 58 Schools NI Cat 58
50. fore Publishing Link Click this link to return to the FTR Step 1 to check or amend details 12 2 Submit This Requisition Button Click this button to submit the requisition The FTR is added to the Submitted list in the Free Text Requisitions Overview Page 12 3 Save as Draft Button Click this button to save a draft of your FTR ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools Free Text Requisitions 2 2 3 4 Schools FTR Details Page Overview You use the FTR details page to view your FTRs and where appropriate perform further actions The FTR details page is displayed with different options depending on the status of the FTR e g draft or submitted Draft FTR Details Page The following image shows a typical FTR Details page for a draft FTR Free text requisition management View requisition Back to overview Edit this draft Delete Requisition 10 DRAFT Creation date 16 February 2009 Number of items 1 Items List Oil Paints FF1 Oil Paints 1 Each 20 00 Total 20 00 Supplier Artistic Materials Ltd 47 Monk Road Artie QAML co uk Milton Keynes MN42 9TY The following list describes the draft FTR Details page e Return to FTR Overview To return to the FTR overview page navigate to Buyer Menu gt gt Free Text Requisitions e Edit this Draft Button Click this button to open the draft at the first step of the Create FTR wizard Existing items are displayed You c
51. his manual is provided under license from ProcServe Shared Services Limited All rights in BuyerConnect are owned by ProcServe Holdings Limited Printed July 2012 Software Version 4 6 0 User Guide Contents Table of Contents Part 1 About this Guide 2 Tell UNIFOGUCTION fete 2 Part 2 xchangewales eTrading for Schools Buyer Portal 4 Sch Getting Stare er ete de d a aE 4 Logging in to the ProcServe Trading Network iii 4 QM sell iera Tr U 6 Billie aile Kellen IU SUN EE T T T TT 9 PECUD AC qm P 12 Getting SupDOL Lbs EE 13 2 2 Buyer MONS is edes ee ante ns O SEES UE I 14 e elei ere P E en ie 14 Supplier DIFECIONY EE 14 EEN e X m guyee saueeeeemuenuane 15 The SUPE Prone e TET EDT DL No TL EE 18 Sehools HPO RE Ee un ln GE 20 Schools RFQ Management Overview iiiiiiiiieeerrrrrrrrrrrerrersneeenneeeeeereeeeersnennnnes 20 The Schools RFO Overview Page tereti bete cen noce DH nan nn aes eee des 21 Creating a New Schools PIE DEEN 23 SEET Adamo REG ia an Ra Da o bee rc pee an CC Ou Un Dein tou tear PO p ULT cd ides 23 Step 2 s Telus Aboutyo r RFG EE 25 Step 3 RFQ Choosing Suppliers to Contact sis 27 Step 4 Confirm and Publis MRF sain impo tege pia nie ti tion 30 He SehOols RFO Detalls PAM vierte Pede E te cie Pa autre 32 SohoolscPree Text R QUISILIONS aeos ent Yea coget eate b So eR ee absit a er tnt in t TEE 3
52. icated service desk Contact details for the service desk are shown below and can also be found by clicking Contact Helpdesk at the bottom of each page on the buyer portal How to reach us Comments Email Please provide full contact details organisation query xchangewalesschools procserve co name and a description of the support issue m Telephone 0845 6029803 For general queries questions and support issues ProcServe Holdings Limited 2012 ProcServe Buyer Menu Supplier Directory 2 2 Buyer Menu 2 2 44 Supplier Directory 2 2 1 1 Supplier Directory Overview Overview This section shows how you can use Supplier Directory The Supplier Directory allows you to see what suppliers you have traded with and what suppliers are available to your Marketplace Note A supplier is shared amongst many buying organisations A supplier listed under the Supplier Directory may not mean they have provided your buying organisations with a catalogue to buy from Supplier Directory Suppliers my organisation has traded with Search all available suppliers Browse available suppliers Supplier name DUNS o Category Telephone Number N A OGCES Supplier 919191919 Basic and Enhanced suppliers All suppliers are assigned a category based on the highest level of enablement they support This category is an indication of their ability and does not mean they support this level of enablement for every buying organisation
53. ile Edit my profile 3 The My Profile page allows you to view and change your details Click the Edit my Profile button to display the User Profile page in edit mode Edit My Profile Title Mr Y First name Monty Last name Pylon Status Active Username ronsmail agbuyer Email address monty tiscali couk Confirm Email address montyGtiscalicouk Organisation ADAM BUYER ORG Default address LANTERN HOUSE GU14TX GUILDFORD 7 Telephone number 014832222290 Fax number 01483 22224 Preferred language English UK gt F Message Of The day Data Feed s F News v Welcome message Save Changes 4 The following is displayed and can be edited FIELD NAME FIELD CONTENT Title First Name Last Name Mandatory ProcServe ProcServe Holdings Limited 2012 Getting Started 7 My Profile Username Cannot be changed Email Address Mandatory Confirm Email Address Mandatory Organisation Cannot be changed Default Address Mandatory Telephone Number Optional Fax Number Optional Optional Preferred Language Data Feeds Admin Users Only Catalogue Classification Views Admin Users Only Not used by organisations w ho access the system from their P2P system 5 Save Changes Button When you have finished making changes to your profile you click this button to validate and if valid save your changes Note Changes to your profile may not be completed until after you log ba
54. ity You must enter a quantity you wish to be quoted on for each item 4 4 Unit of Measure You can select an optional unit of measure from the drop down list 4 5 Target Price GPB The price you wish to pay in your organisations s default currency 4 6 Add a Document You can add a document that will help you communicate your requirement to the Supplier 9 Add Item Button When you have added the first item you click this button to validate and if valid save the first item to the RFQ ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management 6 The system adds the item to the RFQ Step 1 Add items Item n Unit of Total description Quantity eee GBP Attachment Remove from list A4 60gsm recyled 100 00 Boxes 99 49900 C 499 00 Remove Selected Please add the items you would like quotes for using the form below Once you have added all the items click the Next Step 2 button which will appear above Add a new item 7 The item appears in the area above the Add Items fields 8 Add More Items 8 1 If you want to add more items to the RFQ enter the next item details and click the Add Item button 9 Removing RFQ Items To remove one or more items follow these instructions 9 1 Check the Remove From list box for each item you wish to remove EUH Rem met Quantity sae Attachment Remove from list name description measure Paper Ad 80gsm S r Pack recyled Boxes 499 499 00 Envel
55. k out Completing the Smart Form The Smart Form is contained within the items details of the line item cumeny f 5 m logged mix a LE eim LE roc5 e rve LTE B Logon Heger pope Casoqgue search E Hasket A Shopping sis Cotas D s ng Ste dpporpbon Tappi Mang hune Image Bros L g tr 3 Bien 5520 Kee Dacktery 5570 C egeor rer D ctbery KA Dresch Corgzegg TEL En 1 Clicking the link of an item will take you in to the details Es rmm roc S e j Ye Lees mou a Bersabee lr amp Arbres iratirsri Leg cT CNT E E S m et di D CANON Search Shopping Basket FX S hoppiryg lists Irem bec vri s Blackberry 8520 Curve Der at E Teppi past Baer ERID Fee Si hh U dpa T pris U an a ES past np EA Leni nena DA rehet anii i Creer ael ed Dro D bizt Porno n ET Di ip PSOE edens Carrier Dates TEAREN Change Price amp AT 00 reach Eure dorer Gus dre Goce Numen sa i gee haere i Prensa Ugen arat ai Praec Kerg agna Dee Ka 2 The Smart Form details can then be completed as required ProcServe Holdings Limited 2012 ProcServe Smart Forms EN ProcServe ProcServe Holdings Limited 2012 Adding Items to your Shopping Cart 3 Adding Items to your Shopping Cart Overview This section describes how you add items to your Shopping Basket and manage your shopping cart 1 Adding Items to your Cart Having found the item or items you wish to add to your req
56. k the OK button to delete the items Click the Cancel button to cancel the deletion Delete All Items Fr r Click this item to delete all items in the car Click the OK button to delete the items Click the Cancel button to cancel the deletion Add to Shopping List You can add all the checked items to a Shopping List which you can change and re use later Add to Favourites 48 You can add all the checked items to your Favourites List for future use Checkout a Checkout Click this icon when you are ready to send the requisition The requisition will now be available for the authoriser to import into your back office for approval You may also notice a number of icons next to specific items These are used by suppliers where relevant to enhance specific items The following is a guide to icons you may see on the marketplace Central Hub Item Content from this icon is from Mandated Contracts UK Public Sector Organisations only Collaborative Content Item is part of Collaborative Contract or Framework Agreement ProcServe Holdings Limited 2012 ProcServe Working w ith your Shopping Cart EN Envronmentally Friendly Items showing this icon are recyclable bio degradable carbon neutral or otherwise Environmentally Friendly Hazardous ltem K Items displaying this icon are Hazardous Materials HazMat Price Break P Price Breaks occur when you receive a discount for buying larger quantities of this item Re
57. lt number of the days the RFQ will expire and select if and when you would like a reminder that the RFQ is about to expire If the RFQ is a sealed bid you can check the relevant box For example When does it expire This expires in 5 days When should we remind day before the end you about this RFQ Is this a sealed bids RFE 2 3 Changing the Delivery Address You can view and change the default shipping address For example ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management Where will the items be needed shipping address LANTERN HOUSE GUILDFORD GUTATX UNITED KINGDOM Change 2 4 Click the Change button to display a list of shipping addresses that you can choose from if any 2 5 Finishing Adding RFQ Details When you have completed the Tell us About this RFQ wizard you click the Next Step 3 button Next Step 3 Choose suppliers to contact 2 6 The details you have entered are validated and if valid saved and the Step 3 RFQ Choosing Suppliers to Contact page is displayed ProcServe ProcServe Holdings Limited 2012 Buyer Menu 27 Schools RFQ Management 2 2 2 3 3 Step 3 RFQ Choosing Suppliers to Contact Overview In Step 3 of the Create New RFQ wizard you select the Suppliers you wish to send the RFQ to The following steps describe the Choose Suppliers to Contact wizard page 1 The RFQ Choose Suppliers to Contact wizard page After you have
58. ly add a supplier Supplier name Artistic Materials Lid Supplier vendor code 991909109 Supplier email address arieG amp AMLcouk Supplier address zMonkRosd Town Milton Keynes Post code MN oTy You enter these details 8 1 Supplier Name You must enter a name for the Supplier 8 2 Supplier Vendor Code You must enter a code for the Supplier 8 3 Supplier email Address You must enter a valid email address for the Supplier 8 4 Supplier Address If you wish you can enter the Supplier s address 8 5 Town If you wish you can enter the Supplier s town 8 6 Post Code If you wish you can enter the Supplier s post code 9 Click the Add button when you have entered the require details 10 If the details are valid they will be saved to the system and the FTR Confirmation page displayed 11 Step3 FTR Confirmation Page When you have entered items and selected a Supplier for your FTR the FTR Confirmation page is displayed ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools Free Text Requisitions Confirmation Details Request Creation date 16 February 2009 Number of items 1 Items List Oil Paints FF1 Oil Paints 1 Each 20 00 Total 20 00 Supplier Artistic Materials Ltd 47 Monk Road Artie QAML co uk Milton Keynes MN42 9TY Is this correct Submit this requisition Save as draft Edit before publishing 12 You can view details and perform the following tasks 12 1 Edit Be
59. nd delete users ProcServe ProcServe Holdings Limited 2012 Admin Menu Schools User Management 2 3 1 2 Adding a User Overview You can add a new user to your organisation if you have the role of Authoriser Adding a New User The following steps will show you how to navigate to the User Management page and add new users 1 Navigate gt gt User Management gt gt Add a User BUYER MENU Welcome to the Portal Start Shopping Transactions Welcome OPEN User supplier Directory Congratulations on signing up to OPEN The Online Procurement for Educational Needs marketplace OPEN has RFG Management been designed specifically for you to make the process of buying goods and services faster easier and more simple Free Text Requisitions OPEN has real and significant benefits for you The OPEN marketplace Service Requests Provides a single point of access to many suppliers Provides the ability to compare products and suppliers on a single screen ADMIN MENU Reduces the need to have numerous paper brochures and avoids using out of date prices Creates quicker more efficient transactions and User Management Provides the opportunity for making savings through better access to collaborative arrangements Web Services We hope you enjoy being part of the OPEN community For any assistance please call or e mail the OPEN Help desk on 0645 600 6736 or OPEN Support New functions now available in OPEN 2 Select A
60. ndon UNITED KINGDOM SW1W 9SR You can view the Details for the FTR Template The following options are available 3 1 Back to Overview Link You can click this link to return to the Free Text Requisitions Overview ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools Free Text Requisitions Page 3 2 Submit this as a New Requisition Button Click this button if you wish to use this template to create a new requisition If the FTR submission was successful a message is displayed Click the Free Text Requisition Overview link to return to the Free Text Requisitions Overview Page 3 3 Edit this Template Button Click this link to add further items to the template and change the Supplier Next Step 2 Select supplier Step 1 Name amp Add Items Erasers HY121 5 Each 0 26 Paper 200gsm High Quality 5 Boxes 10 00 Pencils Assorted Soft 10 Boxes 4 00 Total 91 30 Please name this template this is the name you will have to use to find it again and add the items you d like to order using the form below Once you have added all the items click the Next Step 2 button which will appear above Name this template Template Name Art Materials Add a new item Bold fields are required Item name FO Item description Ir Quantity CE Unit of measure Each d Price bo a You can change the Template name and add further items This procedure and above page i
61. nfirm the RFQ details and send it e The RFQ Details Page After you have created an RFQ you can view and work with RFQs in the RFQ Details page You can use the RFQ details page to perform the following tasks o Close an RFQ with No Winner o Re Issue an RFQ You can re issue an RFQ at any time during it s life o Withdraw a RFQ You can withdraw open RFQs e Work with Bids When bids have been received you need to know how to deal with them o Working with Bids in the system o Selecting a Winning Bid o Notify Unsuccessful Bidders When you have awarded a bid you can notify unsuccessful bidders o Unaward a Successful Bid If you change your mind you can revoke a winning bid ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools RFQ Management 2 2 2 2 The Schools RFQ Overview Page Overview You use the RFQ Overview page to view and work with RFQs Locating the RFQ Overview Page The following steps describe how you locate and use the RFQ Overview page 1 Navigate Buyer Menu gt gt RFQ Management 2 The system displays the RFQ Management Overview page RFQ Management RFQ overview Closed RFQs waiting for your action 3 1 RFQ00000004 Taxi contract 03 February 2009 03 February 2009 0 RFQ00000002 Taxi contract 03 February 2009 03 February 2009 0 RFQ00000001 Chairs for new office 09 January 2009 09 January 2009 0 Open RFGs 1 2 RFQ00000005 A4 Paper packs 80gsm 04 March 2009 04 March 2009
62. not being able to access the marketplace any more 5 You Will be shown a user deletion confirmation screen UYER MENU ae emeng Service requests Delete user request Transactions supplier Directory Thank you Your request for Steve James to be deleted has been processed and they will no longer be able to RFQ Management use their account Free Text Requisitions You can send a request to delete a user Click the delete button next to the user you would like to be deleted and this Service Requests user will be removed as soon as your helpdesk has processed your request To view details about a user click on the username ProcServe Holdings Limited 2012 ProcServe Buyer Menu Service Requests 2 2 5 3 Request Supplier Services Request Overview You can request that we create a new Supplier for you to trade with Note You will require at least the following information e Supplier name e Contact name e Email address e Full address including post code e Telephone number You could also obtain the Suppliers DUNS number Locating the Supplier Services Request Form The following steps describe how to access and use the Supplier Request Form 1 Navigate Buyer Menu gt gt Service Requests gt gt Request Supplier 2 The Service Request request for a Supplier page is displayed service requests request for a supplier submit the new suppliers details in the form below and a request will be e mailed to
63. ntacted directly show all No suppliers contacted manually 6 What s Next You can return to The RFQ Overview Page click the link shown in the top left of the above image to check the status of your RFQ in the open RFQ list You can use The RFQ Details Page to re assign or withdraw the RFQ ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management 2 2 2 4 The Schools RFQ Details Page Overview You use the RFQ details page to vew your RFQs and where appropriate perform further actions For example you may be able to re issue or withdraw an open RFQ The RFQ Details Page The following image shows a typical RFQ Details page RFQ Management view RFQ Back to RFQ overview Re issue this RFQ Withdraw this RFQ RFQ00000006 Paper04020209 Open Description Must be recycled Your reference RFGO0000006 Expiry date 15 February 2009 Sealed bids No 123 Buckingham Palace Road London MTW SSR UNITED KINGDOM Shipping address Humber of items 1 show all Suppliers Summary 2 suppliers contacted directly show all No suppliers contacted manually Bids 0 Mo bid received yet The following list describes the RFQ Details page e Return to RFQ Overview Link Click this link to return to the The RFQ Overview Page e Re Issuing the RFQ Click this button to re issue this RFQ The system will display the Step 1 Adding RFQ Items page for this RFQ Withdraw this RF e Withdrawing th
64. opes Pack of 5 Packs 1 00 100 00 Total i 599 00 9 2 Click the Remove Selected button Tip No prompt is displayed so make sure you really want to delete the items E eS Quantity EE Attachment Remove from list name description measure Paper A4 60gsm 100 00 Boxes 99 499 00 Pack recyled Total without 499 00 tax 9 3 The item is removed 10 Finishing Adding Items When you have added all the items to the RFQ click the Tell us about this RFQ ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools RFQ Management 2 2 2 3 2 Step 2 Tell us About your RFQ Overview In step 2 of the Create New RFQ wizard you add details to your RFQ The following steps describe the Tell us About this RFQ wizard page 1 The Tell us About this RFQ Wizard Page After you have finished Adding RFQ Items the Tell us About this RFQ wizard page is display ed Next Step 3 Choose suppliers to contact Tell us about this RFQ Bold fields are required Name and describe your RFQ Name ID Comments NEM You can only enter up to 250 characters 2 The following list describes the Tell us About this RFQ wizard page 2 1 Basic Details You can add a Name ID mandatory and some comments optional For example Name and describe your RFQ Name ID paper04020209 Comments fist be recycled You can only enter up ta 250 characters 2 2 Expiry Details and Reminder You can change the defau
65. ou are in the product class context you can also search for classification groups The search details you type in the search field must exactly match what is in the catalogue Tolerant The system will allow for some minor discrepancies including some common spelling mistakes e g recieved will find received Similar The system will use a wider scope and broaden the search based on the ProcServe ProcServe Holdings Limited 2012 Overview of Catalogue Searching information you used in the search field For example if you searched for towel you could return trowel This table below shows what fields are searched and how they are searched based on which slider bar setting is selected Slider Item Short Long Keywords Supplier Manufacturer Manufacturer bar Number Description Description Name Item Number Name setting Toleran Begins Tolerant Tolerant Contains Contains Begins With Contains t With With When a search term is entered the results may include where the word s appear in any order in e A single field e Across one or more fields e g one word in short description and one word in supplier name Using the System Example You would like to order some A4 Books You decide to type A4 Book in the search field and click search The system will perform a search for each word individually and return items where one of the words exists in one of the searchable fields Some typical examples of the
66. ou create for your own use Note Only you can create and change these lists 4 Working with Shopping Lists The following list describes how you work with shopping lists Open Shopping List mE You can click the Name link for a Shopping List to ProcServe ProcServe Holdings Limited 2012 Working w ith Shopping Lists EN diplyfhe items Marking Shopping List You mark an item by checking the relevant Mark box in the right hand column Replace Shopping Cart Es Replace the entire Shopping Cart with all marked with Marked Items Shopping Lists Add Marked Shopping Add the all items from all marked Shopping Lists to Lists to Shopping Cart your current Shopping Cart Delete Marked Shopping a Delete all marked Shopping Lists A prompt is Lists mE displayed Click the OK button to delete the marked Shopping Lists Create Shopping List Create an empty Shopping List for future use 5 Create New Shopping List You can create an empty Shopping List for future use Click this icon lll io display these fields Shopping lists Private shopping lists B Company shopping lists Li Group shopping lists _ Private shopping lists No private shopping lists available _ My favorites Where you can then enter the Shopping List details Private shopping list New shopping list Create new shopping list Enter a name and save it using the button in the top right corner Name Stationery Fortnightly stationery orde
67. page is displayed Free text requisition management Create a requisition STEP 1 ADD ITEMS STEP 2 SELECT SUPPLIER STEP 3 CONFIRM DETAILS AND SUBMIT Step 2 Select supplier Find a supplier to requisition from Search For ges 7 Enter a Search string in the Search For box and click the Search button If your search was successful then one or more Suppliers is displayed for example Results for PROC 1 Supplier name Select company to requisition from 123 Buckingham Palace Road ProcServe London UNITED KINGDOM Select supplier SW1W 9SR Can t find a particular supplier here If there is a supplier that you would like to send your FTR to but is not listed in our system you can manually add suppliers 1 Located Supplier If you have located the Supplier for your FTR then click the Select Supplier ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools Free Text Requisitions button for that Supplier The FTR Confirmation page will be displayed 7 2 Supplier Not Found If you wish to add Supplier details to the system manually click the Manually Add Suppliers link 8 Step 2 Manually Adding Suppliers to your FTR When you click the Manually Add Suppliers link the following form is displayed below the Search box Can t find a particular supplier here If there is a supplier that you would like to send your FTR to but is not listed in our system you can manually add suppliers Manual
68. ping Transactions Back without saving changes gt Supplier Directory gt RFQ Management Edit User Steve James gt Free Text Requisitions Service Requests Title Mr v First name Steve ADMIN MENU SE Last name James User Management Status Active E gt Add a User Username stevejamesi o45d625 gt Web Services Email address steve sch000Is com Confirm Email address steve sch000ls Com Organisation PServe Test School 300 Default address 123 Buckingham Palace Road SWIW JSR v Telephone number Fax number v W 11 The following is displayed and can be edited FIELD NAME FIELD CONTENT Title First Name Last Name Mandatory Username Cannot be changed Email Address Mandatory Confirm email Address Mandatory Organisation Cannot be changed Default Address Mandatory Telephone Number Optional Fax Number Optional Optional Preferred Language Mandatory Role Mandatory Data Feeds Admin Users Only 12 Click Save when complete Note Changes to a user profile may not be completed until after the user logs back into the system ProcServe Holdings Limited 2012 ProcServe Admin Menu Web Services 2 3 2 Web Services 2 3 2 1 Web Services Account Overview The web servces functionality allows you to download documents such as Shopping Baskets Invoices amp Credit Notes and send out Purchase Orders from your Financial Management System FMS Configuring Web Services 1 Log into the market
69. place using an Authoriser login and select the new menu option Web Services ADMIN MERI User Management Wah Services 2 The following screen will be displayed The tab Generate a Web Services account is used to create the new web services credentials Web services Generate a Web Services account Download Buyer Connect Get New Web Service Account details Web Service account history You currently don t have any Web Service accounts Once you have created an account they will appear here 3 Click on the Get New Web Service Account details button and the following screen will be displayed with varied web service account details ProcServe ProcServe Holdings Limited 2012 Admin Menu 67 Web Services Web Service account history 233 UDAAN S CON Jahn Smith OY November 2009 No expires in 5 days 4 Configure your application s Web Service to reflect this new configuration If you require further assistance and use BuyerConnect view the next section If you do not use BuyerConnect please contact your service provider 5 Once complete you can review the Web Services tab and your Account Username s validation should have updated to Yes as shown below Web services Generate a Web Services account Download Buyer Connect Get New Web Service Account details Web Service account history 255 082 WE CON Jahn Smith 09 November 2009 093 November 2009 ProcServe Holdings Limit
70. pplier and click the Add button 2 9 The details are validated and if valid the Supplier is added to the list of Suppliers to Add Suppliers to contact PaperTroniX Systems Remove Procserve Supplier Support Ltd Remove To add a supplier to this list find them on the left and click the Add link next to the supplier you are after 3 Removing Suppliers from the List of Suppliers to Contact To remove a Supplier from this list click the Remove link see above image 4 Finishing Adding Suppliers When you have finished adding Suppliers click the Next Step 4 link Next Step 4 Confirm details amp send 9 The system saves the Supplier list to you RFQ and the Step 4 Confirm and Publish RFQ page is displayed ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools RFQ Management 2 2 2 3 4 Step 4 Confirm and Publish RFQ Overview In Step 4 of the Create New RFQ wizard you will confirm and publish your RFQ You can also go back the previous step if you wish to edit your RFQ The Confirm and Publish RFQ Wizard Page The following steps describe the Confirm and Publish wizard page 1 After you have finished Step 3 RFQ Choosing Suppliers to Contact the Confirm and Publish wizard page is displayed RFQ Management Create RFQ ADD ITEMS TELL US ABOUT THIS RFQ CHOOSE SUPPLIERS CONFIRM AND SEND Confirm details RFQ00000001 Paper04020209 2 Checking RFQ Details The page shows the det
71. quests 2 2 5 4 Request Catalogue Services Request Overview You can request access to an existing catalogue Note You will require at least the following information e Suppliers Name e Products Description Locating the Catalogue Request Form The following steps describe how to access and use the Catalogue Request Form 1 Navigate to Buyer Menu gt gt Service Requests gt gt Request Catalogue 2 The Service Request request for a catalogue page is displayed Service requests request for a catalogue To request access to an existing catalogue please provide details of the catalogue in the form below The new catalogue will be added as soon as your helpdesk has received and processed your request Bold fields are required Catalogue information Supplier name This must be a registered supplier Products description Other details BEEN Please enter additional information about the catalogue Send request 3 Completing and Sending the Form The following list describes the fields in this request form e Products Description Enter a description for the catalogue e Other Details You can enter further details that may help describe for the catalogue and it s contents 4 Save Details When you have completed the form click the Send Request button Semremem ProcServe ProcServe Holdings Limited 2012 Buyer Menu Service Requests 2 2 5 5 Other Services Request Overview You can request anoth
72. quired Associated Item s A Required Associated Item s is an item which MUST be purchased if the original item is purchased Optional Associated Item s Optional Associated Item s are not automatically added to shopping basket ProcServe ProcServe Holdings Limited 2012 Working with Favourites EN 3 9 Working with Favourites Overview This section describes how to work with your favourite items Your Favourite items are available as a list on your Home page You use favourites to add items you order frequently Adding to Favourites The following steps describe how you add and work with favourites 1 You can add to your favourites whenever you see this icon 2 The Home Page Favourites List Favourites are shown on the landing page of the ProcServe Catalogue System Home page Catalogue search Shopping Basket A O Shopping lists Ho messages You have not yet defined any items as favorites The Home Page will always display You have not yet defined any items as your favourites until an item is added Home page Catalogue search Tuas Cams A 0 Shopping lists Image view Text view Ho messages MITRE MESH PANNELLED BALL SACK BLACK 13 95 Bulk PK Pencils HB 14 99 Map Marketing World Political Laminated Map BEX 17 95 Computer Gear headset 5 84 3 The following describes how you work with the Home Page Favourites List e Image View an
73. r Description The following list describes how you work with the create Shopping List page Name o Enter a name for the new Shopping List Description Enter a description for the new Shopping List Save Icon Click the Save icon to validate and if valid save the new Shopping List There are no items in this new Shopping List You will need to add items to this Shopping List if you wish to use it 6 Working with Shopping List Items When you click on the name link for a Shopping List the contents of the list are displayed ProcServe Holdings Limited 2012 ProcServe Working w ith Shopping Lists Private shopping list fortnightly stationery order B A Item no Short description Supplier Service provider Leadtime Price Quantity Amount VRX13485 Rexel Agenda2 Stationery Sorter Charcoal 2101037 Supplies For Schools Ltd 1 day 10 13 each 1 1013 E WX21718 Gel Pens Red MERSEYSIDE PAPER SUPPLIES 1 day 2 95 pack 4 295 WX 25040 Ball Pens Black MERSEYSIDE PAPER SUPPLIES 1 day 1 96 pack al 1 98 O 012426 30CM WHITE RULERS PACK OF 100 The Consortium for Purchasing and Distribution Ltd 2 days 12 99 pack 4 12 99 C20 C20 Erasers MERSEYSIDE PAPER SUPPLIES 1day 225ipack 1 225 CT MYA3 Mycopy A3 copier paper MERSEYSIDE PAPER SUPPLIES 1day 475 ream 1 475 The following list describes how you use the Shopping ltems list page Show Item Details You can click the Short Descrip
74. r Management 5 Click the Find button 6 The system lists the users that meet that search term ADMIN MENU Search results for james gt User Management i Add a User stevejamesi s450523 10 November 2009 10 November 2009 gt Web Services Tip You can also select a user from the list of recently added changed users Last 5 added edited users 16 December 2006 22 February 2009 05 January 2009 03 February 2009 24 April 2006 20 January 2009 Click the user name for the relevant user to display the user details See User Details below T Click the user name link for the user you wish to edit 8 The User Profile page is displayed Jser management Start Shopping Transactions Back Supplier Directory Edit this profile RFQ Management Free Text Requisitions Mr Steve James Service Requests Status Active ADMIN MENU Username stevejamesi 6456625 User Management Email address dummyxyz schOOls com Add a User Organisation PServe Test School 300 Web Services 123 Buckingham Palace Road Address London SW1WVvy OCH United Kingdom Telephone number Fax number Preferred lanquage English UK Role Purchaser Data Feed s News ProcServe ProcServe Holdings Limited 2012 Admin Menu Schools User Management Editing a User Account Click the Edit this profile button 10 The Edit User page is displayed User managemen gt Start Shop
75. rd Forgotten your password Forgotten your username ProcServe Holdings Limited 2012 ProcServe Getting Started Feedback 2 1 4 Feedback Overview You provide feedback to us using the Feedback page Locating the Feedback Page The following steps describe how to locate and use the Feedback page 1 In the top menu bar click the Feedback link Hello Ron My profile Feedback Log out The Feedback Page is displayed 2 Enter your feedback in the text area 3 Click the send feedback button Feedback Feel free to use this form in order to provide any type kind of feedback that you have Maybe you d like to see some different features Or perhaps you have a great idea about how to improve what already exists Or maybe you d like to get in touch and let us know what you like or dislike about our system Whatever your reasons please type them out below and we ll happily take hem into consideration Your feedback Once you have submitted your feedback we will send you a copy at your registered email address nickcwa tiscali co_uk and if a response is needed we ll contact you within the next two working days Send feedback Note Please do not report system errors using this form please email or call the ProcServe service desk ProcServe ProcServe Holdings Limited 2012 Getting Started Getting Support 2 15 Getting Support The ProcServe Commerce Network provides full support services via a ded
76. ress ArjeAMI couk Supplier address 47MonkRoad gt Town Milton Keynes Post code IMN429TY Add You enter these details 10 1 Supplier Name You must enter a name for the Supplier 10 2 Supplier Vendor Code You must enter a code for the Supplier 10 3 Supplier email Address You must enter a valid email address for the Supplier 10 4 Supplier Address If you wish you can enter the Supplier s address 10 5 Town If you wish you can enter the Supplier s town 10 6 Post Code If you wish you can enter the Supplier s post code 11 Click the Add button when you have entered the require details 12 If the details are valid they will be saved to the system and the FTR Confirmation page displayed 13 FTR Confirmation Page When you have entered items and selected a Supplier for your FTR template the FTR Confirmation page is displayed Confirmation Details Drawing Materials Creation date 16 February 2009 Number of items 1 Items List Paint Boxes Children Paint Boxes 10 Each 1 50 Total 15 00 Supplier 123 Buckingham Palace Road London UNITED KINGDOM SW1W 9SR Is this correct Save Template ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools Free Text Requisitions 14 You can view details and perform the following tasks 14 1 Edit Before Saving Link Click this link to return to the Create FTR Template Step 1 to check or amend details 14 2 Save Template Button Click this
77. ress book with tabs Size e Wildcard Search There are two variations on the wildcard search available to a user A question mark is used to replace a single character and an asterisk is used to replace any number of characters Question Mark Use this to replace a single character within a search Searching for wh te will return results such as white and whyte Asterisk Use this to replace a string of letters either at the end or beginning of a word Searching for ave will return results such as Avery Labels average contents and winged avenger Searching for ave will return results such as Wave Pens Super Save Ltd and rave reviews ProcServe ProcServe Holdings Limited 2012 How to Search 3 2 How to Search Overview How To Search This section shows you the various ways to use the search functionality Locating the catalogue search feature The following steps describe how you locate and use the catalogue search feature to create a requisition from a catalogue 1 Punch out from your P2P in to the Marketplace 2 The catalogue is opened in a new window From here you can complete a simple keyword search in the search field Proc S Q rve Logged in as damo PAc Q amp Administr ation amp Log off Currency apin igs Home page Catalogue search ST Reta e 0 Shopping lists Product classes G ei Search bk Advanced search Feature search Search tolerant Stenderd assortment
78. s commerce solutions and commerce services Regardless of what back office infrastructure organisations have ProcServe implements only those trading solutions needed to complete their ability to conduct electronic transactions between buyer and supplier ProcServe also provides services in order to implement these commerce solutions and exploit their capability The level of services provided are entirely flexible ProcServe ProcServe Holdings Limited 2012 xchangewales eTrading for Schools Buyer Portal Getting Started Logging in to the ProcServe Trading Netw ork 2 xchangewales eTrading for Schools Buyer Portal 2 1 Getting Started 2 1 1 Logginginto the ProcServe Trading Network Overview This describes how you access and login to the ProcServe Commerce Network Pre Requisites In order to access the ProcServe Commerce Network you will need a username and password Your username and password will be emailed to you If you do not have this information please contact your local administrators Locating the ProcServe home page The following list describes how you access and login to the ProcServe Commerce Network 1 Browse to http www procserve com 2 The ProcServe home page is displayed 3 Click the customer login button top right in the main navigation bar Customer Login lt D TO S e rve Solutions Products Customers About us Partner Community Contact Get in touch 44 20 7333 6161 info procserve com
79. s are required for each item 9 1 Item Name You must enter a name for each item 9 2 Item Description You must add a description for each item 5 3 Quantity You must enter a quantity for each item 9 4 Unit of Measure You must select an optional unit of measure from the drop down 9 9 Price The price you wish to pay in your organisation s default currency 6 Add Item Button When you have added the first item you click this button to validate and if valid save the first item to the FTR Template for example ProcServe Holdings Limited 2012 ProcServe Buyer Menu Schools Free Text Requisitions Next Step 2 Select supplier Step 1 Name amp Add Items Paint Boxes Children Paint Boxes 10 Each 1 50 Total 15 00 Please name this template this is the name you will have to use to find it again and add the items you d like to order using the form below Once you have added all the items click the Next Step 2 button which will appear above Name this template Template Name Drawing Materials Add a new item Bold fields are required 7 You can continue to add items to the FTR template When you have added all items you click the Next Step 2 Select supplier Next Step 2 button 8 Select A Supplier for the FTR Template The Next Step 2 Select Supplier page is displayed Free text requisition management Create a requisition STEP 1 ADD ITEMS STEP 2 SELECT SUPPLIER STEP 3 CONFI
80. s described in Create FTR Template 3 4 Delete this template Click this link to delete the FTR Template Confirm that you want to delete the FTR template by clicking on the Confirm deletion button or click cancel if you do not want to confirm the deletion Are you sure you want to delete this free text requisition template Doing so will remove it from your requisition list permanently Confirm deletion Cancel 4 Create FTR Template Page When you click the Add New Template link in the Free Text Requisitions Overview Page the first step of the Add New Template wizard is displayed ProcServe ProcServe Holdings Limited 2012 Buyer Menu 47 Schools Free Text Requisitions Free text requisition management Create a template STEP 1 NAME amp ADD ITEMS STEP 2 SELECT SUPPLIER STEP 3 CONFIRM DETAILS AND SAVE Step 1 Name amp Add Items Please name this template this is the name you will have to use to find it again and add the items you d like to order using the form below Once you have added all the items click the Next Step 2 button which will appear above Name this template Template Name Add a new item Bold fields are required Item name Item description Quantity Unit of measure Price The following list describes the Add Item step 4 1 Template Name Enter a name for the template 9 Item Details The following detail
81. tion for an item to view item details Quantity You can change the quantity for an item Marked Box Check the box for each item you to apply a particular action to for example deletion or add to favourites Save Changes EI Click this icon to save any changes to your Shopping List Delete Selected liems MH Click this icon to delete all selected items A prompt is displayed Click the OK button to delete the selected items Click the Cancel button to cancel the deletion Add Selected Items to Favourites e Click this icon to add all selected items to your Favourites SE Selected Items Shopping S i Click this icon to add the all items from all marked Shopping Lists to your current Shopping Cart Back Icon Click the Back icon to return to the Shopping Lists page Changes are not saved ProcServe ProcServe Holdings Limited 2012 Double Punch out Sites 3 11 Double Punch out Sites Overview Punch out means you can go to a suppliers eProcurement site shop and bring your items back to your shopping cart Whilst punch out sites can be provided for any Supplier they are commonly used when a standard catalogue may not be appropriate because of the need to personalise or configure a purchase e g a computer could be customised by adding extra memory or a larger hard disk Locate and Open the Shopping Cart The following steps describe how you punch out to an external Supplier site from the ProcServe Marketplace 1 Cli
82. tions Submitted You can view a summary list of the FTRs you have submitted You can click the Requisitions ID for a FTR to view further details e Draft Requisitions You can view a summary list of the draft FTRs you have created You can click the Requisitions ID for a draft FTR to view further details and edit or delete the draft e FTR Templates You can create FTR templates that allow you to re use the same details For example if you have a regular requirement Click the Template Name field to edit delete or use FTR templates Click the Add New Template link to create a new template ProcServe ProcServe Holdings Limited 2012 Buyer Menu Schools Free Text Requisitions 2 2 3 3 Creating an Schools FTR Overview This guides you through the process of creating Free Text Requisitions FTR There are three steps adding the items selecting a Supplier and confirming the details Locating the Create FTR Wizard The following steps describe how you locate the Create FTR page and create a Free Text Requisition 1 Navigate to Buyer Menu gt gt Free Text Requisitions gt gt Create New Requisitions 2 Step 1 Adding Items to an FTR Step 1 of the Create FTR wizard is displayed Free text requisition management Create a requisition STEP 1 ADD ITEMS STEP 2 SELECT SUPPLIER STEP 3 CONFIRM DETAILS AND SUBMIT Step 1 Add Items Please add the items you d like to order using the form below Once you have added all the items
83. tive World Map Giant world political map featuring countries Laminated map that shows countries clearly defined with political colouring Main clearly defined with political colouring Main cities and towns clearly marked Time zone cities and towns are clearly marked along clocks country flags and statistics Size O30 with time zone clocks Size 37x53 x 1200mm Scale 1 34 000 000 S20 miles 1 Mik 2000 inch Laminated MMOS271 Unit af 1 1 Purchase Quantity Image Further Item Information URL tem Information URL documents 5 Differences are highlighted as shown in the above image 6 On the Compare Page you can Click the Remove Icon to remove the relevant item from the Comparison List Click the Add to Cart icon to add the relevant item to your shopping cart Remove Item Add to Cart Empty Compare List Click this icon to close the Comparison window and empty the Comparison List ProcServe ProcServe Holdings Limited 2012 Smart Forms 3 6 Smart Forms Overview This section describes Smart Forms and how to use them What is a Smart Form A Smart Form is used in certain catalogues to capture additional information that is typically unique to the particular purchase Smart Forms enable the supplier to create user defined fields which can be either free text or drop down lists Each field can be specified as either mandatory or optional with those fields that are mandatory needing to be completed before you can chec
84. types of results you can expect to see from this search are below with the words returned by the search in bold Supplier Part Short Description Long Description Supplier Name No Z1A223 A4 Paper A4 Reams Note Book and Paper Pad in various Co Sizes 086 961 Reading Books A5 amp A4 Reading Schools Supply Book Books Co reading children 116 630 A4 Writing Pads Schools Supply Pad Co recycled a4 Book Q3T376 Address Books Hard Backed Book and Paper address book Co with tabs Size A4 R5C945 A4 Books A4 Size Books Book and Paper a Co Other Ways of Searching Exact Word and Wild Card Search There are some additional elements of functionality that can be used to enhance the search process ProcServe Holdings Limited 2012 ProcServe Overview of Catalogue Searching dependant on what you want to search for e Exact Word Search If you want to search for an exact word or words you should place the word s in quotation marks This will find the word s in the order entered within a single searchable field Using the same example as above searching for A4 Book will bring back results from the highlighted columns as they are the only ones with the search term in a single field Supplier Part Short Description Long Description Supplier Name No Z1A223 A4 Paper A4 Reams Note Book and Paper Pad in various 116 630 A4 Writing Pads recycled a4 Book Q3T376 Address Books Hard Backed add
85. uisition in the Search page you can now add them to your cart Search Advanced search Feature search map of the world Search tolerant C Standard assortment 283 Items found page ot220 Un Image view VMM30001 Map Marketing World Political Laminated Map BEX Supplies For MAP MARKETING BEX 17 95 each 1 0 day H a Schools Ltd Ws i VMMO5271 Map Marketing Giant Yorld Political Laminated Supplies For MAP 30 59 each 1 0 day 4 Map GALD Schools Ltd MARKETING GALD Ge 2 If required you can change the quantity and check the box in the right hand column If you only require this item then you can add item to shopping basket by clicking on the Shopping Basket icon SI or if more than one item is ticked on you can click on the Add Selected ltems To Shopping Basket Tab ES If you want to continue shopping you can simply search for another item and repeat above process 3 When you add items to your shopping cart the shopping cart tab will flash for a short while and will be updated with the number of items you added For example if you added an item to your shopping cart that already had an item in it the new total will be two 4 Reviewing Shopping Cart You can revew and update your shopping cart and when you are satisfied with the items send the requisition At any time during shopping you can click the shopping cart tab to view the contents The shopping cart contains the items you have selected
86. words sponge and ball into the search box Putting in just one of the words may make your search too wide Advanced search Shopping lists Feature search Home page Catalogue search Shopping Basket e 0 Search filter M Search Catalogues p spongeball Q Search tolerant C Standard assortment O Schools Davies Sports Cat 28 O Schools East Riding of Yorkshire Catt 10 Schools Supply Zone Cat 8 7 SCHSYPOCat 8 SCHS GeneralSupplies 6 77 Items found M page Hore OO Short description Image view Supplier Manufacturer Image Price Lead time Quantity O O Schoo sTTS Group Limited 3 O Schools AtoZ Cat 3 D More selection Suppliers p T Davies Sports 28 East Riding of Yorkshire Council ERS 10 COATED PK12 O YPO Yorkshire Purchasing Organisation 8 O Supply Zone 8 O Genera Schools Supplies Ltd 6 O GLS Educational Supplies 3 O AtoZ 3 D More selection Manufacturer p C Not specified 77 FOAM SPONGE BALLS 7CM TENNIS FOAM SPONGE BALLS 7CM PVC BEB Sponge Rubber Balls 64mm Dia Yellow YPO Yorkshire Purchasing Organisation 0 28 each On request p JE The database currently contains no images for this product YPO Yorkshire Purchasing Organisation 777 pack On request Hh The database currently contains no images for this product East Riding o
87. xecutive World Map Giant world political map featuring countries Laminated map that shows countries clearly defined with political colouring Main Clearly defined with political colouring Main cities and towns clearly marked Time zone cities and towns are clearly marked along clocks country flags and statistics Size 830 with time zone clocks Size 37x53 x 1200mm Scale 1 34 000 000 520 miles 1 Mk 30001 inch Laminated MMOS274 Unit of 1 1 Purchase Guiantib Image Further tem Information URL Item Information URL documents Tip If you want to compare items on several different pages of the comparison list you must click on BS before you go to the next page otherwise your selection will be lost The comparison list will be 4 Using the Compare Items List Compare with This Column Check Box Check this box to highlight differences between this item and all other items ProcServe Holdings Limited 2012 ProcServe Compare with this column Comparing Items add Compare vith this column Short Map Marketing World Political Map Marketing Giant Work Political description Laminated Map BEX Laminated Map GWLD Price 17 95 each 30 59 Seach supplier Supplies For Schools Ltd supplies For Schools Ltd supplier part V MEO MMOS 271 na Manufacturer MAP MARKETING MAP MARKETING Manufacturer DEA GM part no EAN Contentorder 1 feach 1 each unit Lead time 1 0 day 1 0 day Description Bartholomew Execu
88. your helpdesk who will set about adding the supplier for you Bold fields are required Supplier information Supplier name FO This must be a registered supplier DUNS number FO Contact name FO Mame of main contact at supplier Contact information for supplier Email address C Address line 1 RE Address line 2 D Town city TO County D Postcode OO Telephone number RS eg 44 0 123 456 7890 3 Completing and Sending the Supplier Request Form The following list describes the fields in this request form o Supplier Name You must supply a name for the Supplier o DUNS You can enter the Suppliers DUNS number here ProcServe ProcServe Holdings Limited 2012 Buyer Menu 4 57 Service Requests o Contact Name You must supply a name of a contact within the Supplier o Email Address You must supply a valid email address for the contact o Address Line 1 You must supply the first line of the Supplier s address o Address Line 2 You can enter the second line of the Supplier s address o Town City You must supply the name of the Supplier s Town or City o County You can enter the Supplier s county o Postcode You must supply the Supplier s postal code o Telephone Number You must supply the telephone number for the Supplier contact 4 Save Details When you have completed the form click the Send Request button Ser reauest ProcServe Holdings Limited 2012 ProcServe Buyer Menu Service Re

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