registration for new and existing users user guide1

7/31/2019 Registration for New and Existing Users User Guide1

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Reliance Company Registration User GuideFor New & Existing Users

ContentsLocating Company Registration Form ........................................................................................................... 2

Company Registration for New Users ........................................................................................................... 2

Whats First? Entering in your Billing Information........................................................................................ 2

Entering your Company Information ............................................................................................................ 5

Entering your Companys Primary Contact ................................................................................................... 9

Entering your Companys Annual Gross Sales Amount .............................................................................. 10

Completing Multiple Company Registrations at Once................................................................................ 10

Paying & Completing your Company(s) Registration .................................................................................. 12

Company Registration for Existing Users .................................................................................................... 16

To find the most current costs for SQFI Reliance company registration(s), check

out our website, www.sqfi.com, under the Suppliers tab, then Costs.


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Company Registration User Guide. Copyright Food Marketing Institute 2012. All Rights Reserved. Page 2 of19

Locating Company Registration Form

1) For new users, The Reliance Company Registration link is housed on the SQFI website,www.sqfi.com, under the Suppliers tab, then New Users.

RELIANCE USER DEFINITIONS

New Users those users who have not yet had their company, or companies, registered with Reliance.

These users do not yet have a user account with Reliance. These users are most likely beginning with the

SQF Program.

Existing Users those users who have their company, or companies, registered with Reliance. These

users have an existing user account within the system. These users are most likely associated with an

SQF certified company already registered within the system.

You can also access the Company Registration link by clicking here.

Company Registration for New Users

Whats First? Entering in your Billing Information

1) When entering Reliances company registration, you will enter what is known as a companyregistration form. As a new user, you will be entering anonymously simply because you do not yet

have an existing user account established within Reliance.

2) You will begin by entering your Billing Contact and Billing Company information. This information iswhat will appear on your invoice/receipt once your company registration has been submitted.

3) Fill in the appropriate Billing Contact information. The Billing Contact will be saved as a contact forthe registered facility within Reliance.


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NOTE: Any field denoted with a red asterisk is required. Text must be entered within these

fields in order to submit your company(s) registration.

4) Fill in the appropriate Billing Company information. Unless your Billing Company Name and Addressare the same as the facility being registered, this information will not be saved within Reliance.

NOTE: When entering the Company Country and Company State/Province, you can either

begin typing in the name, then select what appears beneath the field, or you can simply

utilize the drop down box and search for the correct information.

5) Before entering the company information for the facility being registered, it is important to firstcheck if the company exists within Reliance. You can check to see if your company already exists by

utilizing the Existing Company Lookup search field beneath the Billing Company address fields.

You can either type in your company name within this field, or utilize the search icon to search for

your company. Both will yield the same results. If no results appear with your specific company

name when searching to see if it already exists, then it does not yet exist within Reliance. You may

continue with your company registration.

NOTE: If your specific company name does appear within the results when searching to see if it

already exists, then you will need to check on the existing companys registration status

to ensure that it does not need to be re-registered. Feel free to contact SQFI for further

assistance in regards to this matter at [email protected].


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SEARCHING FOR YOUR COMPANY BY TYPING IN COMPANY NAME

SEARCHING FOR YOUR COMPANY BY UTILIZNG THE SEARCH ICON (preferred method)

Click on the Existing Company Lookup field search icon. A new window will open to which you can

search to see if your company already exists.

Type in your company name, then select on the magnifying glass icon to search. You will notice that the

search results are specified by Company Name, Address, and City to assist in ensuring that it is

your company that exists or does not exist within Reliance.

If no results appear after searching, you can select Cancel at the bottom of the new window.


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Entering your Company Information

1) If your company does not already exist within Reliance, you may move forward with the companyregistration process. If the company being registered is the same as that of the billing company,

simply select on the check box titled Company Information for Site being created is the same asthe Billing Information above. This will populate all of the Billing Information into the company

being registered fields. As a result, you will not need to enter the same information multiple times.

You will still need to enter your companys phone number and fax number within this information.

If the company being registered is not the same as the Billing Information already entered, then

ignore the check box, and enter the new company information into the correct fields.


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NOTE: If you mistakenly selected the Company Information for Site being created is the same

as the Billing Information above check box, simply unselect the check box to empty

the populated fields. You will then be able to enter the new, correct information into

empty fields.

If you do not intend to place a company website within your company registration form, skip to page

8 of this user guide: Entering your Companys Primary Contact Information.

2) To enter your company website, simply select the hyperlink icon, as shown below.

A new window will open, to which you may enter the Link Description (wording that will appear

on your Company Profile) and the corresponding web address. You may also enter a generic

company email address. You may enter as many websites as you please, as there is no limitation asto how many websites you can have on a Company Profile.

To add new websites, simply select the Add Record button at the bottom left hand corner of the

last website listed. A new Link Description and URL field will appear for you.


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NOTE: When entering a web address within Reliance, you must ensure that the entire link is

placed within the URL field. This includes http://. It is suggested that you copy andpaste the web address directly into the URL field to ensure the web address is entered

correctly. When entering a generic email address, you must include the words mailto:

prior to the email address itself to ensure that the email address links correctly on your

Company Profile.

To remove an unwanted link, simply select the to the right of the URL field.

When selecting the to the right of the URL field, you will be prompted with a message, asking

you to finalize the deletion. If you are okay with the removal of the unwanted website, select OK.


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You also have the opportunity to reorder multiple web addresses to your desired order via the

or buttons to the right of the URL fields, as demonstrated below.

When happy with your entered websites, simply select OK.


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Once selecting OK, you will be brought back to your Company Profile, to which you will now notice

your new websites listed per the Link Description you entered.

You may also delete an unwanted website in the future by simply scrolling over the unwanted

website, and selecting the red X that appears to the right of the link description, as shown below.

Entering your Companys Primary Contact

1) Like that from above, if the Primary Contact for the company being registered is the same as theBilling Contact from the Billing Information originally entered, simply select on the check box titled

The Primary Contact for the Company being registered is the same as the Billing Contact. This

will populate all of the Billing Contact information into the Primary Contact information fields.

If the Primary Contact for the company being registered is not the same as the Billing Contact

information already entered, then ignore the check box, and enter the new Primary Contact

information into the correct fields.


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NOTE: If you mistakenly selected the The Primary Contact for the Company being registered

is the same as the Billing Contact check box, simply unselect the check box to empty

the populated fields. You will then be able to enter the new, correct information into

empty fields.

Entering your Companys Annual Gross Sales Amount

1) In order for the company registration fee to populate, you must first select the annual gross salesrange to which the company you are registering falls. Simply select the drop down box within the

Gross Sales field to view each annual gross sales range. Once you have selected the appropriate

range from the Gross Sales field, the Classification and Amount will automatically populate

for you as read-only fields. These fields are not editable, as they are associated with the particular

annual gross sales range you selected.

NOTE: The most current costs for SQFI Reliance company registration can be found on our

website, www.sqfi.com, under the Suppliers tab, then Costs.

Completing Multiple Company Registrations at Once

1)

If you are completing multiple company registrations at once, after completing the above steps foryour first company (pages 1 9), select Add New Company, to which a new company registration

sub-form will appear for you within the Company Registration form.


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2) Complete the additional company registration sub-form as you did the first company registrationsub-form. You can register as many companies as you need to within one company registration

form.

NOTE: If you mistakenly selected Add New Company, or you want to delete an additional

company from the registration form, you can remove a company registration sub-form

at any time by selecting the X at the top right corner of the sub-form. You may also re-

order your companies within the registration form by utilizing the or buttons.


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Paying & Completing your Company(s) Registration

1) When you have completed filling out your company registration sub-form(s), you can calculate thetotal cost by selecting Calculate Total. The Total Amount Due will populate for you to the right.

2) You may now choose your payment method. You have three options: credit card (preferred), wiretransfer, or check.

NOTE: If you choose to pay for your company registration(s) by wire transfer or check, it can

take up to 10 calendar days for SQFI to receive and process payments. It is highly

recommended that if you have an SQFI audit within two weeks from when you are

registering your company(s) that you pay by credit card. A company is immediately

activated within Reliance if your credit card payment is successful.

PAYMENT BY CREDIT CARD

Select the Credit Card radio button in the Payment Method area.

When selecting the Credit Card radio button, empty credit card fields will populate for you in the

Credit Card Information area.

Fill out each field with the appropriate information.


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NOTE: For the Security Code field, an image for assistance is provided for you on how to

locate the security code on your credit card. Simply roll over the image with your mouse

to enlarge the image for viewing purposes.

Once having entered all of your credit card information, check the check box titled I verify the above

information is accurate.

After selecting the I verify the above information is accurate check box, a Submit Payment button

will appear. Select Submit Payment if you are ready to pay for your company registration(s).

Once selecting Submit Payment, you will be prompted with the following message. Select OK.

Scroll over image with mouse

to enlarge


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If your credit card payment has processed successfully, you will be prompted to generate your receipt.

An email will be sent to all primary contacts created within the Registration form containing a username,

temporary password, and the link to the Reliance Assessment Database login page.

If you do not receive this email containing your login information with 24 hours, please check to see if

it was captured in your spam filter. If not, contact SQFI for further assistance at [email protected].

PAYMENT BY WIRE TRANSFER/CHECK

Select Wire Transfer or Check in the Payment Method area.

If you select Wire Transfer or Check, you will be prompted with the following message.

If you would like to change your payment method, simply select Credit Card within the Payment

Method area.

If you would like to continue with your payment by Wire Transfer or Check, then select Submit.

You will receive an email with a subject line titled SQFI Reliance Registration Invoice containing your

invoice within two business days. Please note that the invoice will be emailed to the Billing Contact

email address entered in the Registration form within the system.

If you do not receive an email containing your invoice within two business days, please check to see ifit was captured in your spam filter. If not, contact SQFI for further assistance at [email protected].

NOTE: Company(s) registered will not be active within Reliance until payment has been

received and processed in full by SQFI.


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Once payment has been processed, an email will be sent to all primary contacts created within the

Registration form containing a username, temporary password, and the link to the Reliance Assessment

Database login page.

Once you have successfully completed your company registration(s), you will want to login to Reliance

to further set up your company within the system. Should you need assistance, feel free to reference

the Editing a Company Profile and Company Contacts User Guide made available on our website,

www.sqfi.com, under the Suppliers tab, then Existing Users.

CONTACT INFORMATION

If you are to have any questions, or experience any issues with company

registration(s), contact SQFI for assistance at [email protected] or 202-220-0635.


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Company Registration for Existing Users

LOGGING INTO RELIANCE

1) For existing users, log in to Reliance via the SQF website, www.sqfi.com, under the Suppliers tab,then Existing Users.

After opening the Reliance login page via the SQF website, simply type in your username and

password into the correct fields as demonstrated below. If logging into Reliance for the first time,

you will be prompted to change your password and select your time zone for security purposes.

If at any time you have lost your password, simply type in your username then select Forgot your

password? Your username must first be entered in order to use this feature. Once selecting

Forgot your password?, an automated email from the system will be distributed to the usernames

corresponding email address. If you do not receive this email immediately, be sure to check yourspam filter.

Once receiving your password, you will be prompted to change that password when re-entering the

system for the first time. Simply type in the temporary password you received via the distributed

email, then your desired password. The password rules will be listed for you, as shown below. When

completed, select OK. Do note that you also have the opportunity to change your login

information in your user profile within the system (refer to Editing My User Profile User Guide).


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To change your password at any time, you must first know your existing username and password.

Simply type in your username and password into the correct fields, then select Change Password.

Your username and password must first be entered in order to use this feature. After selecting

Change Password, you will be prompted to change your password. Simply type in your existing

password, followed by your desired password. The password rules will be listed for you, as shown

below. When completed, select OK. Do note that you also have the opportunity to change your

login information in your user profile within the system (refer to Editing My User Profile User

Guide).

It is important to note the End User License Agreement housed on the Reliance login page. By

signing into the Reliance System using your personal username and password, you areacknowledging your understanding and acceptance of the terms and conditions listed in the End

User License Agreement.


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2) Once having logged into the system, to access the Company Registration form, select theRegistration and Invoicing application.

3) Once entering the Registration and Invoicing application, a new tab will open for you at the top ofyour page within the system, similar to that of a web browser. This is simply for navigation purposeswithin the system.

NOTE: Within Reliance, it is important that you utilize Reliance features. It is suggested that

you do notuse your web browser back, forward, or refresh buttons when within the

system. To refresh the page at any time, select Refresh within the Reliance toolbar.

This toolbar will be made accessible to you when within an application at any time, as

the toolbar moves up and down your screen as you scroll up and down a form. To

navigate back and forth, simply utilize the tabs as you would in a web browser.

EXAMPLE

4) Within the Registration and Invoicing application, select New Document to begin a newcompany registration(s).


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5) When entering the Company Registration form, you will notice that your Billing Contact informationis pre-populated with your information. This occurs simply because the system is aware that you are

logged in and attempting to register a new company.

6) To successfully complete a new company registration as an existing user, follow each step beginningwith the top of page 2 to the end of page 14 of this user guide.

To log out of the Reliance system at any time, simply enter your portal, then select Log Out via your

User Information, or at the top right hand corner of your screen. You will be prompted to save any

incomplete information prior to logging out of the system.

OR

CONTACT INFORMATION

If you are to have any questions, or experience any issues with company

registration(s), contact SQFI for assistance at [email protected] or 202-220-

0635.

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