Supplier Portal User Guide - Manager Allison Hughes SRM Support & Services Supervisor August 2018

Welcome! We’re pleased that UNFI’s suppliers can now visit our updated Supplier Portal to find the following: New Item Packet Submission Promotional Form Submission Carrier Appointment Scheduling ClearVue Reporting (if CV supplier) Supplier In-Site Reporting (if SCCV supplier) This guide will walk you through the Supplier/User Section and Dashboard of the portal. The UNFI Difference

Supplier Portal Managers The Supplier Portal Manager is able to: Setup Users (who can add new product packets, run reporting if CV/SIS, view carrier appointments or add a monthly special promotion) Setup Managers and Users (who can set up other Users) Add their own new product packets, run reporting if CV/SIS, view carrier appointments or submit a monthly special promotion under that supplier The UNFI Difference

Content User Guide Log In / Reset password Home Screen Dashboard Adding New Users Editing Existing Users My Account User Guide Supplier Portal

Log in or Reset Password Use your email to login at https://suppliers.unfi.com/ If you forgot your password, click the forgot password, enter your email if you are a valid user. A reset link will be emailed to the email. The UNFI Difference

Home Page When you log in you will be directed to your ‘Home’ page. From there, you’ll be able to navigate through the function tabs on the left. I’ll explain each of them in the next screen. Supplier Portal

Fully functioning tabs at your fingertips Your Dashboard Fully functioning tabs at your fingertips Brings you back to your main dashboard Allows you to add and edit current users Enter a new product packet to submit to your Supplier Manager/Supplier Manager Coordinator Submit a monthly special to our Promotional Team View carrier appointments with ease. Need help here? Contact suppliersupport@unfi.com ClearVue or SIS Supplier? Reporting is access here Looking for more assistance? Contact suppliersupport@unfi.com or navigate through our Zen Desk for additional materials The UNFI Difference

You now have the ability to add new users to your portal account! Adding New Users You now have the ability to add new users to your portal account! Step 1: Once you’ve logged in as the Supplier “Manager”, click on “Suppliers” tab on the left of your dashboard Step 2: Click “edit” to see and update the details and users of the account The UNFI Difference

Adding New Users Step 4: Click Associated Users on left panel (it’s here you’ll see everyone who has access to your account) Step 5: Using the orange button you can “Add “New or Existing User” The UNFI Difference

Adding New Users Step 5: Once you’ve selected “Add User “New or Existing”, the following information will appear: Select Supplier or Broker under “User Class” Enter User contact details Contact Type” refers to User’s company title/department Provide promotional/product set up access by selecting Supplier or Broker and reporting access by selecting “Reporter’ Select “User” access level. As the owner, you can set up other owners, managers or users here. The UNFI Difference

Editing Existing Users You’re able to remove users who should no longer have access to your supplier account Editing Existing Users Once in the supplier page, you can edit or remove any supplier necessary. Click on the existing user’s name to edit details or reset their password The UNFI Difference

Editing Existing Users Manage access level or any other details from this page Send a password reset to link to any user under the supplier The UNFI Difference

Here you can update and edit the details of your account My Account Here you can update and edit the details of your account Under your name on the upper right of the home screen, click the carrot drop to access “My Account” The UNFI Difference

My Account You can change your password, update your address and phone number. This is for basic information updates linked to the supplier portal. The UNFI Difference

UNFI Corporate Headquarters | 313 Iron Horse Way, Providence, RI 02908 Looking for assistance? Contact Suppliersupport@unfi.com Thank you August 2018 UNFI Corporate Headquarters | 313 Iron Horse Way, Providence, RI 02908