PROACTIS: Supplier User Guide Changing my organisation details.

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Presentation transcript:

PROACTIS: Supplier User Guide Changing my organisation details

Introduction Why PROACTIS Changing my Organisation details PROACTIS Supplier Manuals Contents

This manual is intended for all existing Supplier Network Users Instructions are provided on how to change organisation details Please familiarise yourself with the manual prior to amending organisation details Introduction

The PROACTIS Supplier Network is very easy to use. You can self register and maintain your own data, downloaded documents Submit tender responses electronically 24 hours a day, 7 days a week. Tenders lodged electronically do not incur postage or courier costs You receive automatic confirmation that your response has been received. You can search the database for awarded contracts as a means of identifying potential business leads. Why PROACTIS

On the Supplier Network you are able to; Search for sales opportunities Create relationships with customers Register an interest in opportunities Respond to opportunities online Create electronic invoices and get paid more quickly Communicate with your customers online Why PROACTIS

Changing my organisation details Copy / type the link into your internet browse To enter the PROACTIS Supplier Portal Feel free to view Public Opportunities

Changing my organisation details Step One: Sign In Step One requires you to sign into the Supplier Portal

Changing my organisation details Step Two: Select ‘Your Business’ from the drop down

Changing my organisation details Step Three: Review / Amend Details Step Three requires you to Navigate through the options to amend the required details

About you Amend / Review your organisation details here Fields depicting a ‘*’ are mandatory and must be complete

Your Addresses Click the Pencil icon to amend the General (Registered Company Address Addresses can be added here Amend / Review your organisation Address(es) here

Your Users Users can be added here Amend / Review your organisation User(s) here Click the Pencil Icon to Amend / Review your Organisation User(s) here

What You Sell Selections can be made / amended using the arrows You MUST select at least one Product Classification. The information will be used to match you to relevant Opportunities therefore try to be as accurate as you can when selecting Product Classifications. Product / service classifications can be added / amended here CPV codes are designed to help procurement personnel to classify their contracts consistently and correctly and to help suppliers find the notices which are of interest to them by using a standardised vocabulary.

Save Click Save Notification of the save is displayed on screen

PROACTIS Supplier Manuals Registering on the Supplier Portal (Invited by Customer) Registering on the Supplier Portal (Self Registration) Changing my Organisation details Registering an interest in a tender opportunity Responding to a tender opportunity Locating / Amending a tender opportunity response Invoice Management Contract Management Password Management (Forgot or Amend) Frequently Asked Questions (FAQs)