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en:start [2008/11/12 23:00] dpbcat_wiki_su vytvořeno |
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| - | start | + | ====== Help for Bobcat Supplier Portal ====== |
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| + | Dear suppliers, | ||
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| + | Welcome to Help for Bobcat Supplier Portal. We believe you will find answers for your pertinent questions about how to work with the portal. In case of uncertainties please to first consult your question with [[FAQ]] site – frequently asked questions. If you cannot find the answer for your question even there, approach an IT Bobcat representative, **.....** | ||
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| + | **:!: If there are any uncertainties in SDR, orders, forecast and others, consult it immediately with competent Bobcat worker (he´s usually being mentioned in the order).** | ||
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| + | **★ The [[#Other portal functions|Table of Content]] for this website ★** | ||
| + | |||
| + | ===== Technical information ===== | ||
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| + | To work with the portal you need to have any of the modern Internet browsers (Internet Explorer >= 6.0, Firefox > 2, etc.). It is necessary to have so-called cookies activated and Javascript needs to be enabled. However, this is an initial setup of the browsers and if you didn´t change it, you don´t need to be engaged in this. | ||
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| + | ===== Login ===== | ||
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| + | On the Homepage you will first find sign-up form. You receive your login and password by email after your new account is set up. If you forget your password, just fill in your login and click on //Forgotten password//. | ||
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| + | {{:en:obrazovka.png?600|}} | ||
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| + | When signing in you have the option to tick //Remember me//. In such a case your supplier portal will be constantly signed in. Use this choice only if you are sure that your computer is not used (and can´t be used) by anyone else. | ||
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| + | On the right top of the page you will find a link to change portal language, by clicking on it you can switch to Czech or to English. | ||
| + | |||
| + | ===== Notice board ===== | ||
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| + | First page after signing in is so-called //Notice board//. On this screen the information will be aggregated from various system slices and it is useful to pay considerable attention to, for it is trying to offer you just the information, which can be interesting for you. | ||
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| + | {{:en:dashboard1.png?900|}} | ||
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| + | In first overview you will find a list of Supplier Defect Reports (SDR) and a list of orders, which ask for your action, usually after confirming. The detail of each SDR can be accessed via the link under //detail// text. Each SDR can also be printed as a .pdf document using the //print// text. Together with the order details there on the right side also occurs so-called //Order Ratings//. It is a subjective rating for order fulfillment, which is set up by Bobcat worker, and which moves between 1 and 5, when 5 is the best and 1 the worst. Rating is symbolized by gained medals. | ||
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| + | Then, exactly on the right you will find a list of actions, which could be done together with record, usually the functions are: | ||
| + | * [[order and history of changes search|detail]] - shows detailed order statements | ||
| + | * XLS - exports the order in MS Excel format | ||
| + | * [[accepted order confirmation|validation]] - shows the page, where you can validate an order | ||
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| + | In the second overview, you will find a list of transactions and changes in the system of KLT returnable packages concerning your account and awaiting your reaction. As a rule, warnings of a new transaction, appeals for transaction confirmation etc. appear here. Prior to using the system of KLT returnable packages, we recommend that you visit the methodological website of the system, where you will learn more about the returnable packages process and the principle of their circulation. | ||
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| + | {{:en:dashboard-klt1.png?900|}} | ||
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| + | In the last overview, you will find a list of changes, which have been made in the system recently and which concern your account. | ||
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| + | ===== Custom Menu ===== | ||
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| + | Custom (Menu) comes up in the heading after signing in. The Menu is “two-leveled”, it means that by pre-travelling with your mouse pointer on the Menu, //Account// or //Order// link, more functions will appear. By clicking on a chosen function, a relevant page of the portal comes up. Before further reading please try first to display all the items in Custom Menu one by one to get an idea about the scope and functions of the system. | ||
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| + | {{:en:menu.png|}} | ||
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| + | By clicking on a Bobcat logo you get back to Homepage - Notice Board | ||
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| + | ===== Other portal functions ===== | ||
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| + | * [[User default]] | ||
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| + | * [[Supplier Defect Report - lifecycle]] | ||
| + | * [[Supplier Defect Report - receiving and confirmation]] | ||
| + | * [[Supplier Defect Report - adding comments and editing]] | ||
| + | * [[Supplier Defect Report - verification of actions and closing]] | ||
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| + | * [[Order and history of changes search]] | ||
| + | * [[Accepted Order confirmation]] | ||
| + | * [[Order Dispatch (shipping)]] | ||
| + | * [[Order status]] | ||
| + | * [[Forecast]] | ||
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| + | * [[Methodology of the system of KLT returnable packages]] | ||
| + | * [[The initial state of KLT returnable packages]] | ||
| + | * [[Purchase of new KLT returnable packages]] | ||
| + | * [[Inventory]] | ||
| + | * [[Dispatching goods in KLT returnable packages to Bobcat]] | ||
| + | * [[Carrying out clearing of KLT returnable packages]] | ||
| + | * [[Request for return of KLT packages]] | ||
| + | |||
| + | * [[FAQ]] - frequently asked questions | ||