Schnucks Trade Partners Portal User Guide

Schnucks Trade Partners Portal User Guide
Getting Started My Account Change Profile User Maintenance Forgotten Password? Store Clusters New Cluster Name & Effective Date Add Store By Store Add Store By Zone Using Filters Saving Cluster Edit Store List Copy Existing Cluster Export Clusters Enter Costs Cost Entry Cost Upload Cost Entry Brackets Review Submitted Cost Changes Reports Payment History Item Movement DSD Invoice Search Warehouse Invoice Discrepancy

Getting Started Portal URL: https://tradepartners.schnucks.com/
First time logging on Either Schnuck Markets Inc. or the administrator of your account should have supplied you with a temporary password via the . Your user id will be your address. Enter your address and temporary password into the “User Login” box. Click “Login”. Home My Account Store Clusters Enter Costs Reports

You must also answer a security question.
You must then change your temporary password. Password must contain and least 1 upper case character and 1 number. The length of the password must be between 8 and 16 characters long. You must also answer a security question. Clicking “Submit” will direct you to the Home Page. The following should be displayed Getting Started Home

Based on the permissions you have, You may or may not see the following menus
Costs Menu Getting Started Home

Reports Menu Store Clusters Menu Getting Started Home

My Account Menu Help Menu Getting Started Home

My Account Change Profile Forgotten Password? User Maintenance
In this screen you have the ability to change the following Your password Your first and or last name Your security question and answer Forgotten Password? Password requirements Getting locked out. User Maintenance (Administrators Only) In this screen you have the ability to do the following Create new users Edit existing users Lock and Unlock users Change first or last name for users Assign user site privileges Home Getting Started Store Clusters Enter Costs Reports

Change Profile When you go to the “Change Profile” page, you will see the following display This side of the screen are the permissions you currently have for the website Permissions are set up by the administrator of your account. If you are an administrator you will be given rights to all pages existing and all new pages. This side of the screen is where you can change the following Your password Your first and last name Your security question and answer Make your changes in this screen and then click “Save” This side is for view purposes only My Account Home

Forgotten Password If you have forgotten your password you have the ability to change it yourself. Password must be between 8 and 16 characters long Use something you will remember. On the main log on screen, click “Forgot Password” Answer your security question then click “Submit” 3 1 Reset password and click “Submit” 4 Enter your address and click “Submit” 2 Password change saved. My Account Home

Getting locked out of your account can happen two ways.
You enter the incorrect password 3 times The administrator of you account has locked you out. If you get locked out of your account contact the Administrator of your account If you are the administrator of your account or you don’t know who your administrator is; go to the Help/Contact Us and someone will get back to via When you send us an please include the following Subject Your name Your Company name Your Schnucks vendor or customer/broker number Any message that could help us expedite your request.

User Maintenance User Maintenance is a tool for Administrator Level Users only. If you are not an administrator of any account you will not be able to access this page. Vendor You will see all users with your vendor number If you have customer/broker numbers associated with your account you will also see these users. Customer/Broker You will see all customer/brokers that have your customer/broker number, but these users will have a vendor association When you go to “User Maintenance” any user that has an association with you by either a vendor number or by a customer/broker number will be available for you. If you are a vendor with a customer/broker association another vendor may have already set up the user you were going to set up. If a user exists you will see them and you can then “Edit” the user to give them permissions for your vendor number. Lets look at some examples of an edit and also set up a new user My Account Home

I am signed on as a vendor with no customer/broker association
The first thing we will do is create a new user. Click “Create User” My Account Home

This is the first half of the new user screen
My Account Home

This is the second half of the new user screen
All Fields are Mandatory Basic user information includes First Name Last Name Address Account Type My Account Home

If you are a vendor and have a customer associated with you, choose customer from the dropdown and select the customer name you are setting the person up for.

If you are a customer/broker and you want to give someone in your company permissions, you can choose which vendor the permissions are assigned to or you can select the “Save Permissions For All Associated Vendors”. If you select this option, the permissions you select will be saved for all vendors associated in the drop down box. If you want to change the permissions for a single vendor, just choose from the drop down. A user can have permissions for as many vendors as needed.

There are 4 sections for privileges Costs Store Clusters Reports
User site privileges There are 4 sections for privileges Costs Store Clusters Reports My Account There are 4 different permission levels No Access  user has no access to this portion of the portal Read  user has access to view a portion of the portal but can not make any changes or submit anything Write  user can both view a portion of the portal but can also make changes including edits, inserts and updates Administrator  user can both view a portion of the portal but can also make changes including edits, inserts and updates. Administrator can also Set up new users Edit users Lock and unlock users Users start with a default setting of “No Access” on all pages until the Administrator grants them permission. All Access is granted by the page level. You can have a user that has “No Access” to submitting costs or uploading costs but they could view submitted cost changes My Account Home

In the “All Displayed Pages” Header you can select “No Access”, “Read”, “Write” or “Administrator” and apply it to all pages of the portal. My Account Home

You can also then grant individual permissions by selecting the privilege at the row of each page.
My Account Home

Once all permissions are set then you click “Add User”
The new user will receive the following to the address you assigned to them. My Account Home

New user is now set up My Account Home

Click “Edit” to edit a new user.
You can “lock or unlock” a users account in this mode or change permissions. Then click “Update User” My Account Home

If a user is “locked” it will look like this.
To unlock a user Click “Edit” Check “Account Locked” Click “Update User” My Account Home

Store Clusters New Cluster Name & Effective Date Add Store By Store Add Store By Zone Using Filters Saving Cluster Edit Store List Copy Existing Cluster Export Cluster You have the ability to set up store clusters. All clusters created either by you or by another person in your company will be able to view and or use your clusters. Clusters must be given the following Name Effective Date Stores A cluster will be assigned a cluster number. When referencing a cluster you must reference it by the cluster number that is assigned to it for the Cost and Deals portion of this site. You can change your cluster by adding or removing stores. You must give it a new effective date. Example Cluster Id: 1125 “My Cluster” Effective: 08/01/2013 101, 102, 104 On 01/01/2014 you want to add a new store NEW Effective Date: 01/01/2014 101, 102, 104, 105 Cluster Id 1125 will be affective until 12/31/2013 for stores 101, 102, 104. Beginning 01/01/2014 the same cluster will now include store 105. Home Getting Started My Account Enter Costs Reports Now we will walk through the various ways to set up new clusters

This next screen will appear.
New Cluster Since there are not any clusters set up yet you will begin with a blank cluster screen. Click “New Cluster” This next screen will appear. Store Clusters Home

Name & Effective Date Enter a cluster name. Choose an effective date (defaults to current date). Store Clusters Home

Adding Stores By Store By Zone Using Filters Add Store By Store By Store You can either choose from the drop down list or type/paste a list of store numbers Store Clusters Home

Selected Stores are added to the “Current Store List” to the left.
Either way you choose to enter by store, you will then click “Add Stores” Selected Stores are added to the “Current Store List” to the left. Store Clusters Home

Add Store By Zone By Zone You can either choose from the drop down list or type/paste a list of zone numbers Store Clusters Home

Selected Stores are added to the “Current Store List” to the left.
Either way you choose to enter by zone, you will then click “Add Zone Stores” Selected Stores are added to the “Current Store List” to the left. Store Clusters Home

Using Filters Filters included There are multiple filter options.
You can use 1 to many fields to search for stores. If you use more than one field only stores that meet all of the criteria will be chosen. Filters included Zone Number Options Equals Greater Than Less Than Between Zone Name Options Contains Begins With Store Number Options Store Name Options Address Options Regions Options You can choose a Region from the drop down box. State Options You can choose a Store State from the drop down box. Store Type Options Supermarket  All Supermarket Stores Express Store  All Express Stores Pharmacy  All Pharmacy Stores Using Filters Store Clusters Home

All Store greater than 700 are added to the “Current Store List”
Zone Number Greater Than 700 Click Add Filter Matches All Store greater than 700 are added to the “Current Store List” Store Clusters Home

Store Clusters Home

Notice the difference in the store list now.
Now we will include 2 filter fields Zone Number greater than 700 State MO Click “Add Filter Matches” Notice the difference in the store list now. Once you have selected stores you can also remove them. Store Clusters Home

Check the check boxes next to the stores you do not want in your cluster.
Click “Remove Selected” [2]  this number reflects the count of the stores you are removing Stores are removed Store Clusters Home

Now we will save the new cluster Click “Create Cluster”
Saving Cluster Your new cluster has been saved. You will return to the first screen where all cluster information is displayed Store Clusters Home

Editing stores in a cluster
Click “Edit Store List” Edit Store List Insert more stores by store, zone or using the filter Click “Add Stores” Store Clusters Home

Click “Save Store List”
The cluster has been modified. Note: Since the effective date was in the future when I set up this cluster I was able to add stores to the existing effective date. If I wanted to modify a cluster where the effective date was past you would have to have a new effective date for the cluster changes. Store Clusters Home

You have the ability to copy an existing cluster
Select the cluster you want to copy and click “Copy Selected” Copy Existing Cluster Confirm Copy Store Clusters Home

You can now rename your cluster. Click “Rename Selected”
Cluster is copied. You can now rename your cluster. Click “Rename Selected” Enter the new name in the text box Click “Save Name” Store Clusters Home

You can now ad or remove stores to this cluster.
Export Clusters You also have the ability to export your clusters to an Excel spreadsheet Click “Export Clusters” All clusters will be exported. Store Clusters Home

Enter Costs Cost Entry Cost Entry Brackets Cost Upload
Review Submitted Cost Changes You have the ability to enter costs for items in three different ways Cost Entry Single items or groups of items pasted to a list Cost Upload Upload costs from your own spreadsheet. Cost Entry Brackets Enter costs at bracket levels. Current brackets must be set up in our system. All cost entries must include the following information New cost Effective Date which must be in the future. If you are logged in as a vendor costs will default to your vendor number If you are logged in as a customer/broker you will need to pick the vendor you are entering the cost for from the drop down menu Now lets review all possible ways of setting up new costs Home Getting Started My Account Store Clusters Reports

Cost Entry When you go to the cost entry screen you will see this text box. You must choose either Warehouse (Whse Items) or DSD items. Default is Whse Items. DSD items must have stores selected to proceed. You can type in upc numbers or paste from a list. Pasted List Typed list. Upc’s entered do not need to be in an up and down list. As long as there is a space between each individual upc. Next Click Edit Costs Enter Costs Home

I have selected Whse Items and then clicked Edit Costs.
Since the items I entered were not warehouse items I receive the following Error Message Notice the text box does not clear the items even though there were problems . Just check DSD Items Enter a store list There are different ways you can choose stores. All Stores Enter Individual Stores Choose a Zone Choose one of your pre-defined store clusters Before we proceed with setting up costs, lets review the ways you can choose locations Enter Costs Home

After you click “Add Stores” the following screen will appear
Single store entry Enter store number in text box and click add All Stores Click “All” and all Supermarket Stores load. Adding Stores by Selecting Store, Zone or Clusters Click Add Stores After you click “Add Stores” the following screen will appear Choose Individual Store Schnucks Zones Cluster Check the boxes you want to enter your cost changes for Click “Add Selected Results Enter Costs Home

Only the first 10 upc’s will be returned
Now we can proceed with entering costs In this example I am going to update costs for DSD Items. I selected “DSD Items” Entered 7 Upc numbers Selected “All” to select all stores Next click “Get Costs” Only the first 10 upc’s will be returned Any Upc that is in a family group will return all family members Items not in family are listed individually Stores that have a cost are listed in a drop down menu See Example next screen  Enter Costs Home

To make changes to cost, click “Edit”. Background changes to pink.
Current purchase cost will show up in the purchase cost text box but the costs are blackout for privacy reasons To make changes to cost, click “Edit”. Background changes to pink. Enter Costs Home

Enter new purchase cost and effective date
Current purchase cost will show up in the purchase cost text box but the costs are blackout for privacy reasons Enter new purchase cost and effective date Click “Save” Save is completed for all stores the cost was currently found at. Save is successfully when background color turns green. Enter Costs Home

Cost Upload You can enter costs using a spreadsheet. The following columns will must be included The only file type you can use is .xls or .xlsx; which are both Excel file types. The max amount of rows that can be uploaded is 1000, it will not error if there are more than 1000 rows but it will stop uploading after the max amount has been reached. Logged on as a vendor Upc OR SMI Item number Cost Effective Date Vendor Pack Logged on as a Customer/Broker Vendor Number  This is the SMI vendor number associated with the cost you are submitting Option Fields for All Individual Store Number Store Cluster Id  This is the Cluster Id that is generated when you create your store clusters If there is no store or cluster designation for DSD items the cost will be saved for all stores that currently have a cost of file. For warehouse items you never need a store or cluster designation. Now we will begin doing a cost upload Enter Costs Home

The first thing we do it click “Choose File”
A File chooser dialog box will appear. Select the Excel file you would like to use for the upload Click “Open” You should see the name of the file you choose to open. Enter Costs Home

Next Click “Upload Chosen Spreadsheet”
Current purchase cost will show up in the purchase cost text box but the costs are blackout for privacy reasons  If your spreadsheet does not contain header rows uncheck this box before clicking “Upload Chosen Spreadsheet” Once the file has been uploaded it will display on the screen Next you must map the columns of your spreadsheet in the “Column Mappings” area next to the grid. You should only have to do this once. The column memory will be loaded into your “cookies” on your machine. If “cookies” are cleaned up you will have to re-map the fields again. Enter Costs Home

Fields have been mapped, next click “Validate Uploaded Spreadsheet”
Current purchase cost will show up in the purchase cost text box but the costs are blackout for privacy reasons Fields have been mapped, next click “Validate Uploaded Spreadsheet” If some rows do not meet the validation requirements in your spreadsheet you will get the grid that shows invalid rows and the reason the rows are invalid. You can choose to fix the spreadsheet and start over, or you can upload the valid rows and then resubmit the invalid rows later after you have fixed the data. If you found that you mapped some columns incorrectly you can “Go Back to Column Mapping” and change the map. Next I am going to submit valid rows. Enter Costs Home

After the upload has finished you will get this message
After the upload has finished you will get this message. You will receive an within the next hour so you can review any additional errors not caught in the up-front validation Enter Costs Home

Cost Entry Brackets If you are logged in as a customer/broker you will need to pick the vendor you are entering the cost for from the drop down menu Type or paste a list of upc numbers then click “Edit Costs” Enter Costs Home

These items are in a family group Single upc’s, not in family.
Current purchase cost will show up in the purchase cost text box but the costs are blackout for privacy reasons Upc’s with the same bracket costs will be loaded into a grouping section. You can update all the upc’s at one time. These items are in a family group Single upc’s, not in family. Enter Costs Home

Click the “Edit” button to make Bracket cost changes
The background turns pink Effective date is enable and defaults to the next day. Bracket costs are enabled Enter Costs Home

Enter your new bracket level costs
Click “Save”. Saving is complete the background turns green. Enter Costs Home

Review Submitted Cost Changes
If you are logged in as a customer/broker you will need to pick the vendor you are entering the cost for from the drop down menu There is a default date range of one week. You can change the date range to any time frame. Click “Load Report” When the results return there will be 3 different headers. Pending Rejected Accepted The data result will appear under each header Enter Costs Home

Bracket cost changes Purchase cost changes Enter Costs Home
Current purchase cost will show up in the purchase cost text box but the costs are blackout for privacy reasons Bracket cost changes Purchase cost changes Enter Costs Home

Reports Payment History Item Movement DSD Invoice Search Warehouse Invoice Discrepancy Payment History Here you can review Payment submitted by Check Payment submitted by EFT Scheduled Payments Item Movement Here you have the ability to a weeks worth of item movement on items you carry. DSD Invoice Search Here you have the ability to view your DSD invoices at an item level detail. Warehouse Invoice Discrepancy Here you have the ability to view warehouse invoice discrepancy information, including summary and item level detail. Only invoices that have been processed electronically are available through this tool. If you are logged in as a customer/broker you will need to pick the vendor you want to see the report for Home Getting Started My Account Store Clusters Costs

Payment History Clicking the will show a detail level of payments made
Payments will show under the Total Payments column, Amount Column and Paid column are blackout for privacy reasons Clicking the will show a detail level of payments made You can also enter search criteria to find a specific payment Click this button to see all scheduled payments Reports Home

Item Movement In this report you can view by store the movement of your items. Store default is “ALL” or you can choose 1 store Section default is “ALL” or you can choose 1 section Upc Starts with is not mandatory. You can search with a partial upc or a full upc number Dates are Mandatory. You must enter a date range. The data we store only goes back 15 weeks from today. You can export to Excel Reports Home

DSD Invoice Search DSD Invoice Search DSD Invoice Search Search by
Invoice Number or Partial Invoice Number A Range of Invoice Numbers Invoice Dates Store Number or Store Name (Default is All Stores) Upc or Partial Upc Search by Invoice Number or Partial Invoice Number A Range of Invoice Numbers Invoice Dates Store Number or Store Name (Default is All Stores) Upc or Partial Upc Search by Invoice Number or Partial Invoice Number A Range of Invoice Numbers Invoice Dates Store Number or Store Name (Default is All Stores) Upc or Partial Upc Data can be Exported To Excel To a CSV File Data can be Exported To Excel To a CSV File Current purchase cost will show up in the purchase cost text box but the costs are blackout for privacy reasons Reports Home

Warehouse Invoice Discrepancy
Search by Invoice Number Invoice Dates Upc PO Number or you can choose “Partial?” Data can be Exported To Excel To a CSV File Variance SMI Total cost and Invoice total cost are blackout for privacy reasons Click on the plus + next to the header row to get the report detail Reports Home

Once the report is expanded you can see the following information
Variance SMI Total cost and Invoice total cost are blackout for privacy reasons Reports Home

Schnucks Trade Partners Portal User Guide

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