CSP Basic Setup

About Us… Lori McNeely Ultriva Customer Support Specialist 2 Ed Conrey Ultriva Application Consultant

General Webinar FAQ If you have a question please use the question box and we will try to go over them at the end We will be recording this webinar and will have it available on the help site for viewing in the future The next webinar will be Thursday, September 17th at Noon Central We are doing the demos in Ultriva Version 7.7 and higher 3

Ultriva CSP Basic Setup - Agenda Basic Setup Steps for the Collaborative Supply Portal/Supplier Module We will have a survey question and will give you the result 4

CSP Basics 5 CSP delivers real-time visibility with suppliers - using a simple platform for acknowledging the orders, and the shipment of goods. Real time cycle visibility for the orders – On Hand, In-Process, In Transit, etc. Alerts for exception handling

CSP – General Setup Steps 6 Setup Order – User Groups {Prior webinar} – Users – Rules/Alerts {Prior Webinars} – Calendar {Prior Webinar} – Suppliers – Items

Poll Question # 1 7

CSP – Configuration 8

Demo 9

Poll Question # 2 10

CSP – General Setup Steps 11 Setup Order – User Groups {Prior webinar} – Users – Rules/Alerts {Prior Webinars} – Calendar {Prior Webinar} – Suppliers – Items

For Additional Information 12 Ultriva Inc S. De Anza Blvd., # 165 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket