User instructions for Mercateo

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Presentation transcript:

User instructions for Mercateo The procurement platform for your business Vorname Name, Datum

Please replace screenshots (your system). User information Accessing Mercateo Access ‘Mercateo’ in your ERP (enterprise resource planning) system. Please replace screenshots (your system).

The search User information You are now on the Mercateo start page. Clicking on the Mercateo logo takes you to the start page. 1 In the search field, you can search according to keywords, phrases (e.g. ‘epson copy paper’) or categories. 2 3 A direct search in the catalogues of your contractual suppliers is also possible ( ‘My exclusive catalogues’).

Refine the search and search results User information Refine the search and search results Use the filter options to refine and to find the required item (e.g. manufacturer, colour, capacity). 4 Indicates standard product range or contractual supplier for your company. 5 6 Clicking on the item displays the detailed information. Did you not find what you were looking for? It is possible that parts of the product range are hidden by your company´s procurement policy and so you can neither view nor order them.

Item detail page User information Detailed item information (if applicable, item or safety data sheets) 7 Item conditions for the warehouse (price, delivery time, shipping costs etc.) 8 9 Delivery time statistics in days 10 Bulk prices/quantities 11 Shipping costs 12 Information on the right to return Accessing the shopping basket at any time 13

Back to the search results User information Back to the search results To go back to the search results, use the directory structure above the item detail page. Alternatively, you also go back to the previous page by right-clicking (browser-dependent):

Shopping basket on Mercateo  Transfer back into your system User information Shopping basket on Mercateo  Transfer back into your system In your shopping basket, you gain an overview of all selected items. Summary of all conditions and bundling of warehouses (here: 3 items from 2 warehouses) 14 Overview of condition options: ‘Our recommendation’ is pre-selected. Herewith you get the economic compromise of low price, fast delivery period and few partial deliveries (‘Mercateo shopping basket optimisation’). Sometimes you can choose between more options (fastest delivery, lowest price). 15 16 Transfer of the shopping basket into your ERP system Please note that no further amendments can be made after transferring the shopping basket into your ERP system!

Please replace screenshots (your system). User information Back in your system (I) You are now back in your company’s ERP system. 17 You find all of the items from your shopping basket in the purchase requisition. This is saved at Mercateo at the same time. Mercateo grants a 5-day price guarantee. Please replace screenshots (your system).

Please replace screenshots (your system). User information Back in your system (II)  Make amendments and order 18 The material group for the item is provided by Mercateo. Check at an item level whether the company-specific information (e.g. plant, accounting area, requester, account assignment) is correct. If necessary, make amendments. 19 Please replace screenshots (your system). Once all amendments are complete, save the purchase requisition. The order is now created and sent to Mercateo or your contractual supplier. 20 Depending on the characteristics of the approval structure in your company, internal approvals may be necessary before transferring the order. Please replace screenshots (your system).

Shopping lists User information Create shopping lists in order to procure recurring needs quickly and easily. e1 Create a new shopping list here. Alternatively, you can also create this on the item detail page by clicking on ‘Note item’.

Shopping lists User information e2 Transfer individual items or the complete list into the shopping basket. Thanks to daily catalogue updates, you always get current information about the price, delivery time and availability of the individual items on your shopping lists.

Service and Support User information If you have any questions, our support assists you. You can also find the link on the Mercateo homepage. You can reach the Mercateo Support Portal for Customers in UK and Ireland at: http://www.mercateo.co.uk/corporate/info/customer-service/ and for Customers in Germany and Austria at: www.mercateo.com/support. You can also contact the Mercateo customer service or your personal adviser directly: Your Country Mail Phone Germany Service@mercateo.com +49 (0) 89 12 140 777 Austria Service@mercateo.at +43 (0) 820 98 98 87 Netherlands Service@mercateo.nl +31 (0) 43 201 06 87 Italy Service@mercateo.it +39 840 32 02 40 Switzerland Service@mercateo.ch +49 89 - 211 29 026 France Service@mercateo.fr  +33 (0) 821 74 01 31 United Kingdom Service@mercateo.co.uk +44 (0) 2033 1882 38 Ireland Service@mercateo.ie +353 1890 94 33 00 Czech Republic Service@mercateo.cz +420 234 749 917 Poland Service@mercateo.com.pl +48 12 395 08 30 Slovakia Service@mercateo.sk +421 02 3305 6985 Hungary Service@mercateo.hu +36 06 1 999 6716 Belgium Service@mercateo.be +31 (0) 43 2010687 Spain Service@mercateo.es +34 93 179 0520