Web-Based Supply Chain Management WBSCM Web-Based Supply Chain Management RA Training Guide has been developed to assist our recipients in utilizing USDA’s online ordering program

WBSCM Help Desk Contact Info Help Desk Hours: 8:00 AM to 6:00 PM Eastern Time   Help Desk Contact Information Phone: 877-WBSCM-4U or 877-927-2648 Email: WBSCMhelp@ams.usda.gov

eAuth Help Desk Info ITS Service Desk at 800-457-3642 OR eAuthHelpDesk@ftc.usda.gov Help Desk Hours: 8:00 AM to 8:00 PM Eastern Time

WHEN THE STATE SETS UP YOUR WBSCM ACCOUNT

YOU WILL RECEIVE THIS EMAIL – Check SPAM Didn’t Receive the Email? Check Spam or Contact Your IT Dept and ask them to make sure this email address is allowed

STEP 1

Click on “Level 1 Access”

Create your Password 8

Create Your eAuth Account Continue

Click “Submit” Button

No need to print. Your account has been created Check Your Email No need to print. Your account has been created

You Will Receive a 2nd Email Didn’t Receive the Email? Check Spam or Contact Your IT Dept .

Your Account Has Been Activated!

STEP 2 – Go Back To The First Email

Enter the eAuth USER ID and Password You Just Created

Click “Accept” and “Submit”

Congratulations! You’ve Made it into WBSCM!

Click on Compatibility View

Add Website

Disable Pop-Up Blocker

If need :MS Internet Explorer 8 Compatibility & Disable Pop-Up Blocker

News and Announcements from USDA –If Dot is Orange There’s New Info CHECKING FOR NEW CONTENT – If the Little Dot is Green – There’s New Info News and Announcements from USDA –If Dot is Orange There’s New Info

Very Important – Review and Update Your User Profile This Message will Appear After You Click “Update” Important – Complete this section to receive Hold/Recall Announcements

If You Create a Portal Favorite – You’ll Only Need to Click Once! Managing Users If You Create a Portal Favorite – You’ll Only Need to Click Once!

Create Portal Favorites

CLICK “Expand” Button

Portal Favorite Creation Completed “Manage Users” Portal Favorite

Email & Last Name Must Match eAuth Account Update User Click on the box next to the person’s name and their information will appear below Email & Last Name Must Match eAuth Account

MAKE SURE ORG ADMIN & ORDER MANAGER ARE IN CURRENT ROLES

If Order Manager Isn’t in “Current Roles” – Add it “User Updated Successfully” will Appear After “Save” Button is Clicked

ADMIN DATA TAB NEVER LOCK USER

UPDATING eAUTHENTICATION ACCOUNT WBSCM LINK http://www.usda.gov/wbscm

UPDATING eAUTHENTICATION ACCOUNT

Click on Update your account before logging in

Enter User ID – Password and click login

Click on Home and then select task

Fill in all required info and click submit Last Name Must Match eAuth Account Email Must Match eAuth Account

Account has been update click OK UPDATING eAUTHENTICATION ACCOUNT

Click Logout

Click OK – Update finished

SETUP WBSCM ACCOUNT FOR YOUR STAFF

If You Created a Portal Favorite – It’s Just One Click! Manage Users Will Display the People that are Assigned to Your District in WBSCM If You Created a Portal Favorite – It’s Just One Click!

Creating a New User

Creating a New User – Personal Data Tab

Creating a New User – Personal Data Tab Email & Last Name Must Match eAuth Account

Creating a New User – Role Data Tab Make Sure to Add Order Manager & Org Admin

Creating a New User – Admin Data Tab Email sent to user automatically NEVER LOCK USER Email Automatically Sent to New User

User Created Successfully This Message Will Appear

NEW USER WILL RECEIVE EMAIL THE NEW USER WILL START AT SLIDE 6

Finding Entitlement

CREATING PORTAL FAVORITES

Enter Program & Program Year For non-seamless Summer Feeding SFSP

Entitlement/Bonus Summary Report SCROLL RIGHT

Entitlement/Bonus Summary Report Details

Entitlement/Bonus Summary Report Details

Entitlement/Bonus Summary Report Details Page 2 has the Info. You Can Save or Print the Report

Creating an Order for Delivery to Sysco Warehouse

Fill out Spreadsheet then print and have it ready when you login to WBSCM

Domestic Order Entry If You Created a Portal Favorite – It’s Just One Click! Select: » NSLP »Direct Delivery »Category (Meat, Grain, etc.) »Entitlement or Bonus

Select “All” to View All Items in the Catalog Select All to ensure you view all the items

Select Shopping Cart Icon DON’T ENTER ANYTHING HERE!

Enter Quantity & Move to Cart

You Can Continue Adding Items To Your Cart ( Slides 58 & 59) Or Click View Cart To Process Order

To Expand the View Click hide navigator button to hide this view.

Changing Deliver Location You Must Change the Delivery Location!

Make Sure the Delivery Location is Correct! For Deliveries to the Sysco Warehouse – Change Default Delivery Location

Update Delivery Location for Items After Changes Are Made – Click “Update”

Update “Quantity” or Change “User Status” in Cart You Can Change the Quantity. After Changes Are Made – Click “Update”

To Delete an Item in the Cart To Delete Items Click in The Appropriate Box After Changes Are Made – Click “Update”

Expand Information for All Items in the Cart To Expand All of the Items Info

Expanding Lines will Show Info for Each Item in the Cart To Change Quantity View and select a different delivery location

Double Check the “Delivery Point” and Place Order Click on the Expand All Button Double Check the Delivery Locations! Clicking the “Save” Button Places the Order

Changing Status to “Ready for Approval” Click OK– to Process your Order

Confirmation of Receipt Is Everything Correct? If Not, You Must Contact FDP to Send the Order Back to You. Make Sure You Have the Order Number Print the Confirmation Page For Your Records

Creating an Order for Delivery to a Processor

Domestic Order Entry for Processing If You Created a Portal Favorite – It’s Just One Click! Select: » NSLP »Processing Diversion »Category (Dairy, Meat, etc »Entitlement or Bonus

Select All to ensure you view all the items

Select Shopping Cart Icon DON’T ENTER ANYTHING HERE!

Enter Quantity & Move to Cart

Sending Item to One Processor Select Shopping Cart Icon

To Expand View Hide Navigator Button

Set “Delivery To” Location

FDP Spread Sheet for “Delivery To” Location The Spread Sheet is Located on the FDP Website look for “Delivery To Location” Spread Sheet

Select Default Delivery Use FDP Spreadsheet to Select Correct Delivery Location

Click on the “Deliver To” Button, then Click Update, then Click Order

Double Check the Deliver to Section and Order Double Check the Deliver To Location, the Quantity, the Product Code, and the User Status is Correct Click the Expand All Button to see your Order before Hitting the Order Button

Completing Order

Confirmation of Receipt Order Confirmation Number Print the Confirmation Page For Your Records

Creating a New Order

Creating a New Order This Screen will Appear After Clicking Domestic Order Entry

Domestic Order Entry for Processing Select: » NSLP »Processing Diversion »Category (Dairy, Meat, etc »Entitlement or Bonus

Select All to ensure you view all the items

Sending Item to Multiple Processors Select Shopping Cart Icon DON’T ENTER ANYTHING HERE!

Enter Quantity & Move to Cart

Sending Item to Multiple Processors Select Shopping Cart Icon DON’T ENTER ANYTHING HERE!

Enter Quantity & Move to Cart

Expand View To Expand View

Click “View Cart” To Process Order

This Screen will Appear after Hiding Pane

Change Delivery Location! To Expand All of the Items Info

Update Delivery Location for Items Change Delivery Location to Correct Processor Change Delivery Location to Correct Processor Then Click Update

Make Sure Everything is Correct and Click Order

Completing Order Click OK to Complete Order

Confirmation of Receipt Is Everything Correct? If Not, You Must Contact FDP to Send the Order Back to You. Make Sure You Have the Order Number Print the Confirmation Page For Your Records

Running Reports

Requisition Status Report

Requisition Status Report Enter NSLP and Dates – Then Click “Execute”

Requisition Status Report SCROLL RIGHT

Requisition Status Report Each Column can be Sorted Ascending or Descending

Requisition Status Report Settings You can modify your report view to show only the columns you need to see. Remove columns you don’t need to see and Add columns you want to see on your report. To view how this would look, click the “Settings” Button.

Requisition Status Report Settings You can also change the sequence of the columns by highlighting the column and shifting up / down. Once you have the report with the columns you want, you should click “Save as”. so you can always access this view.

Requisition Status Report Settings Enter a view name in the Description field. If you click the initial view then this is the view that will appear every time you run the report. If it’s not the initial view, you can select the view from the report.

Requisition Status Report Settings

Requisition Status Report Settings Here’s Where You Find Your Custom Req Status Report

Requisition Status Report Too Much Info?! Click the “Print PDF Output” Button

Requisition Status Report

Requisition Status Report You can Print or Save this Report