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Battelle Supplier Onboarding

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Presentation on theme: "Battelle Supplier Onboarding"— Presentation transcript:

1 Battelle Supplier Onboarding
Supplier Registration Instructions Battelle Supplier Onboarding February 2015 11/15/2018

2 Upon receiving an invitation to register, a Selected supplier should go to and select the “Selected Supplier Registration” link. 11/15/2018

3 Next, enter the registration key from your invitation email and select the “Go” button.
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4 Next, you will need to view and accept the Access Agreement
Next, you will need to view and accept the Access Agreement. You may also be asked to enter your Tax ID Number. 11/15/2018

5 The Supplier Registration page is next. Items in red font are required.
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6 The Primary Contact Information section of the Registration Page will collect the data used to create the user account. Be sure to include your correct address to receive the login id and password information for future access. 11/15/2018

7 The bottom of the Supplier Registration page allows entry of certification information. Select the “Submit” button when the page is complete. 11/15/2018

8 The system will now allow you to complete the registration process by directing you to the Application Profile sections. It’s important that you understand that the bulk of the registration process remains undone. Select “I would like to complete the application now” to continue. 11/15/2018

9 There are a total of 13 Application/Profile sections that need to be completed to complete the process. The Application/Profile Sections drop down list allows you to see every section and the status of each section. You need to convert the status of each section to “Complete” by providing the required information and selecting either the “Done” or “Save and Continue” link at the bottom of the main section page. 11/15/2018

10 The first section is the “Certificates” section
The first section is the “Certificates” section. You have the option to add any diversity or quality certifications and attach a copy of the certification by selecting “Click Here to Add Certification”. If you don’t have any, you can simply select the “Done” or “Save and Continue” link to complete the section. 11/15/2018

11 The “Other Representations & Certifications” section requires you to download the appropriate form from the Battelle external website at: complete, scan and upload it using the “Upload New Record” link. (Use the lowest scan resolution to keep the file small) 11/15/2018

12 This is the Battelle external page where you download the appropriate Representations and Certifications form. 11/15/2018

13 Document must be in a PDF format
The “Other Representations & Certifications” section requires you to download the appropriate form from the Battelle external website at: complete and upload it using the “Upload New Record” link. Ensure the document is in a PDF format 11/15/2018

14 The system will provide confirmation when you have successfully submitted the section with the uploaded form. 11/15/2018

15 The General Questionnaire section contains some specific questions that are important to complete.
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16 Please be sure to scroll down and complete all of the applicable questions. Remember to select “Done” or “Save and Continue” when done. 11/15/2018

17 The Insurance section is optional, however, if you have the information, please enter it. When you have completed what you can, select the “Done” or “Save and Continue” link to complete the section. 11/15/2018

18 You can attach product or service information here
You can attach product or service information here. This is optional and not a required action. To complete the section select “Done” or “Save and Continue”. 11/15/2018

19 The Primary Address is added to the Company Addresses page automatically. You can add address information for other locations, then complete the section by clicking the “Done” or “Save and Continue” link. 11/15/2018

20 The Financial & Workplace section includes required questions (labeled in red font). Please complete this page then select the “Done” or “Save and Continue” link. 11/15/2018

21 The License section provides an opportunity to add pertinent license information to the supplier profile. An entry is not required. Select the “Done” or “Save and Continue” link when done. 11/15/2018

22 The Company Ownership section is required
The Company Ownership section is required. Click the “Add Ownership” link to get the pop-up form. At a minimum, complete the required fields and submit. Remember to select “Done” or “Save and Continue” when done. 11/15/2018

23 The Other section contains many required questions
The Other section contains many required questions. Be sure to answer them, or the system will not allow you to continue. Select “Done” or “Save and Continue” when done. 11/15/2018

24 The References section has required elements
The References section has required elements. Specifically, you must enter 3 Customer references and 1 Bank reference. Start by clicking on “Add New Reference” to add customer references then click “Add Bank Reference” to add the bank reference. Select “Done” or “Save and Continue” when done. 11/15/2018

25 The Safety section contains required questions
The Safety section contains required questions. Complete this page and select “Done” or “Save and Continue” when done. 11/15/2018

26 The Commodities section allows you to select the Product or Service area that your company primarily operates. Click the “+” sign to expand the view to see all of the commodities. Make sure to select “Done” or “Save and Continue” when done. 11/15/2018

27 When you have completed all 13 sections, the system will present you with the Profile Checklist screen. You can review any section by selecting the appropriate link. To submit your application and complete the process, select the “Submit Application” button. 11/15/2018

28 You will see an Application Submitted confirmation page when you have completed the process.
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29 How To Get Help Click the red Support box and enter a support ticket (this is the quickest way to get assistance). Be sure to provide as much information as possible along with your phone number. Send to Call to follow up on entered tickets/ s. 11/15/2018


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