1. 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

2. 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

3. eAuth Help Desk Info
ITS Service Desk at OR Help Desk Hours: 8:00 AM to 8:00 PM Eastern Time

4. WHEN THE STATE SETS UP YOUR WBSCM ACCOUNT

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

6. STEP 1

7. Click on “Level 1 Access”

8. Create your Password 8

9. Create Your eAuth Account
Continue

10. Click “Submit” Button

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

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

13. Your Account Has Been Activated!

14. STEP 2 – Go Back To The First Email

15. Enter the eAuth USER ID and Password You Just Created

16. Click “Accept” and “Submit”

17. Congratulations! You’ve Made it into WBSCM!

18. Click on Compatibility View

19. Add Website

20. Disable Pop-Up Blocker

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

22. 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

23. 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

24. 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!

25. Create Portal Favorites

26. CLICK “Expand” Button

27. Portal Favorite Creation Completed
“Manage Users” Portal Favorite

28. 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
& Last Name Must Match eAuth Account

29. MAKE SURE ORG ADMIN & ORDER MANAGER ARE IN CURRENT ROLES

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

31. ADMIN DATA TAB
NEVER LOCK USER

32. UPDATING eAUTHENTICATION ACCOUNT
WBSCM LINK

33. UPDATING eAUTHENTICATION ACCOUNT

34. Click on Update your account before logging in

35. Enter User ID – Password and click login

36. Click on Home and then select task

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

38. Account has been update click OK UPDATING eAUTHENTICATION ACCOUNT

39. Click Logout

40. Click OK – Update finished

41. SETUP WBSCM ACCOUNT FOR YOUR STAFF

42. 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!

43. Creating a New User

44. Creating a New User – Personal Data Tab

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

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

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

48. User Created Successfully
This Message Will Appear

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

50. Finding Entitlement

51. CREATING PORTAL FAVORITES

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

53. Entitlement/Bonus Summary Report
SCROLL RIGHT

54. Entitlement/Bonus Summary Report Details

55. Entitlement/Bonus Summary Report Details

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

57. Creating an Order for Delivery to Sysco Warehouse

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

59. 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

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

61. Select Shopping Cart Icon
DON’T ENTER ANYTHING HERE!

62. Enter Quantity & Move to Cart

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

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

65. Changing Deliver Location
You Must Change the Delivery Location!

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

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

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

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

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

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

72. 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

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

74. 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

75. Creating an Order for Delivery to a Processor

76. 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

77. Select All to ensure you view all the items

78. Select Shopping Cart Icon
DON’T ENTER ANYTHING HERE!

79. Enter Quantity & Move to Cart

80. Sending Item to One Processor
Select Shopping Cart Icon

81. To Expand View
Hide Navigator Button

82. Set “Delivery To” Location

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

84. Select Default Delivery
Use FDP Spreadsheet to Select Correct Delivery Location

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

86. 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

87. Completing Order

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

89. Creating a New Order

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

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

92. Select All to ensure you view all the items

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

94. Enter Quantity & Move to Cart

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

96. Enter Quantity & Move to Cart

97. Expand View
To Expand View

98. Click “View Cart” To Process Order

99. This Screen will Appear after Hiding Pane

100. Change Delivery Location!
To Expand All of the Items Info

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

102. Make Sure Everything is Correct and Click Order

103. Completing Order
Click OK to Complete Order

104. 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

105. Running Reports

106. Requisition Status Report

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

108. Requisition Status Report
SCROLL RIGHT

109. Requisition Status Report
Each Column can be Sorted Ascending or Descending

110. 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.

111. 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.

112. 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.

113. Requisition Status Report Settings

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

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

116. Requisition Status Report

117. Requisition Status Report
You can Print or Save this Report