societe generale e-sourcing portal sourcing hub supplier’s ... · sourcing hub - supplier's...
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Societe Generale e-Sourcing portal SOURCING HUB Supplier’s guide
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Agenda
P.2 Sourcing Hub - Supplier's Guide
1. How to Update Organization Profile and Data Password modification at 1st connexion
Navigate in the dashboard
Manage Users
Manage Areas of Categories
2. How to answer online Invitations to RFx Access on-line Invitations to RFxs
Consult and acknowledge receipt of Invitations to RFxs
Prepare and publish answers
Update answers
Delete and consult messages
3.Support
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How to update organization profile and data
P.3 Sourcing Hub - Supplier's Guide
1. How to Update Organization Profile and Data Password modification at 1st connexion
Navigate in the dashboard
Manage Users
Manage Areas of Categories
2. How to answer online Invitations to RFx Access on-line Invitations to RFxs
Consult and acknowledge receipt of Invitations to RFxs
Prepare and publish answers
Update answers
Delete and consult messages
3.Support
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Password modification at 1st connexion
P.4 Sourcing Hub - Supplier's Guide
After subscribing as supplier you
will receive an automatic NO Reply
e-mail confirmation provinding your
username and temporary password.
You must log in on the portal and it will give
you access to change your password
https://sourcing-hub.societegenerale.com
XXXXXX
XXXXXX
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Dashboard (1/2)
P.5 Sourcing Hub - Supplier's Guide
Dashboard content:
• Contracts in Negotiation
• My running Surveys
• New Messages
• My RFIs with pending responses
• My RFPs with pending responses
• Open and Pending Auctions
• Quick Links: Profile
My Auctions
My RFIs
My RFPs
My contracts
List of directories
By clicking on your name, you’ll be able to modify:
- your language
- your user profile
1
2
To change your password 1
2 To change your profile
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Dashboard (2/2)
P.6 Sourcing Hub - Guide Fournisseur
The navigation bar is available on the left
Quick access to the dashboard
Access to the projects
Access to your organization details
Access to your orgnization’s users
Access to file sharing
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Manage Users to add/edit contacts
P.7 Sourcing Hub - Supplier's Guide
If you are authorized to create User accounts, you will be
able to view and manage User Rights. Click on User Roles
The login details (User ID and temporary password) are
automatically sent via email to the contact email address
Access the User Management tab to manage users and
associated roles within your organisation
Access the Users section to declare and update
contacts within your organisation (e.g. Sales Manager)
Fulfill all mandatory fields* (e.g. Last name, First Name,
Email, User name, …) to create a user and click on
Click on Edit on top of the page or on the Edit buttons of
each sections to manage rights on Invitations to tender
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If you select Yes, the rights will be granted, if you select
Yes if I’m added to the User Rights in the Objet, this
specific user will be able to access specific Invitations to
tender only
Supplier’s contacts and their authorizations are managed
by supplier’s admin (ie. Supplier is responsible for
deactivating any leaving resources)
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Manage Areas of Categories
P.8 Sourcing Hub - Supplier's Guide
Select activities by ticking accurate boxes
Click on
Create / Update your organisation activities by clicking
on the category name preselected
Access My Categories tab to update the list of Goods or
Services that your organization could provide to Societe
Generale
Click on to select activities in Societe
Generale Purchasing Classification Tree.
You can Search Areas within the entire tree by clicking on
Or Search by using key words (e.g. Maintenance) in the Area
of category code field and click on Search.
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How to update organization profile and data
P.9 Sourcing Hub - Supplier's Guide
1. How to Update Organization Profile and Data Account creation email
Consult Organisation Profile
Update Organisation Profile
Manage Users
Manage Areas of Categories
2. How to answer online Invitations to RFx Access on-line Invitations to RFxs
Consult and acknowledge receipt of Invitations to RFxs
Prepare and publish answers
Update answers
Delete and consult messages
3.Support
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Access on-line Invitations to tenders (RFX)
P.10 Sourcing Hub - Supplier's Guide
Invitations to Tenders open to all bidders are
accessible under the tab RFPs Open to All Suppliers
available from the Dashboard of the Main Page.
If you are invited to respond to an Invitation to Tender,
you will receive an email asking you to connect to the SG e-
Sourcing Portal: https://sourcing-hub.societegenerale.com
Click on the Invitation to tender title to open the object.
Your dedicated Invitations to Tenders are available
directly from the Main Page of the Portal, under the tab My
RFIs or RPs with Pending Responses, with the
corresponding status.
The Quick Links also enable you to access your favorite
menus with one click (e.g. My RFX)
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Consult and acknowledge receipt of Invitations to tenders RFxs
P.11 Sourcing Hub - Supplier's Guide
Access the My response section to acknowledge receipt of
the invitation to tender and display all Societe Generale
questions and Purchasing requirements of both Technical
and Commercial envelopes
Please note that:
• you can decline to respond and eventually add a comment
•It is still possible to answer the Invitation to tender (before the
deadline) if you click on
• If you click on Crea Information and/or confirmation
pop-up messages will guide you throughout the process
Click on the Invitation to tender title to open the
Invitation to Tender Details tab
Access the Buyer Attachments section to display the list
of files attached by the buyer within the invitation to tender
Your Response will be prepared, managed and published
under My Response section
Access the Settings section to have an overview of the
invitation to tender
You can click on to acknowledge receipt of the
invitation to tender and start preparing your answer.
You can access User Rights section to add contacts in the
team that will be in charge of following-up the Invitation to
tender You can click on Add to select a user already registered on
the Portal
For more details on how to manage users on the Portal,
please refer to previous slides.
Please take into consideration the time needed to
fulfill your answer on-line to ensure you comply with
the deadline for submitting your bid
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Click on Refresh to check answers and highlight missing
mandatory data. A pop-up message will appear if compulsory
data are missing
Click on Validate response to check answers and highlight
missing mandatory data. A pop-up message will appear if
compulsory data are missing
Prepare and Publish Answers
P.12 Sourcing Hub - Supplier's Guide
You can click on xxxxxxxxx on top of each envelop Click on Save and Continue to save data and continue the
entry on the same page or click on Save and Return
once the completion is entirely done to close the window and
complete another envelop response if required.
Go to Settings section to get an overview of the event
Go to Buyer Attachments to access to documents
shared by the buyer
Click on My Response section to access Responses
envelops
Please note that the Qualification Response envelop is
automatically populated with the information provided under
your Profile.
It is possible to modify it directly under the Profile section or
under the Qualification Response
Click on at the bottom down right to
attach additional documents to each section if needed
Your offer will be prepared, managed and published in the
section My Response
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Then click on Save Changes to update the information
Click on Submit Changes to send the updated answer to the
buyer in charge of the Invitation to tender
Click on Keep Changes to send the updated answer to the
buyer in charge of the Invitation to tender
Publish and update Answers
P.13 Sourcing Hub - Supplier's Guide
A confirmation pop-up appears and an automatic
notification is sent (to you and the buyer)
After you make sure that you have reviewed your
response for completeness, including attachments :
Click on Submit responses
Click on Export/Import response in order to extract an
Excel copy of the questionnaire to be completed offline.
Please note that all mandatory fields* will be compulsory
to publish your answer
After Publication, it is still possible to modify your answer
until the closing date of the Invitation to Tender
Click on Download to export the entire questionnaire
Once completed off line and saved, click on Import
Excel to upload the spreadsheet. All answers will be
automatically populated within the online questionnaire You can click on Edit Responses on top of each
envelop
Under the My Response Summary section, you can open
both envelops and modify/update all the information needed
Or
If needed, you can click on Delete Response to delete an
answer. A notification will be sent to the buyer to inform him
Following evaluation of your response, if so, you will be
notified by email in case you are requested to submit a
revised bid. In this occasion, the process to publish a new
answer remains as described above.
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Consult Messages
P.14 Sourcing Hub - Supplier's Guide
You will be notified in your mailbox about all new
messages posted on the Portal or you’ll be able to access to
it through the Dashboard
Please click on the above link List of Directories you will
find the documents provided by buyers, those documents
can be information as guider.
You will be able to access all received/sent messages
from/to the buyer in charge of the Invitation to tender via this
Messages section
Communication regarding Invitations to tender shall be
made through the Messages section under each Invitation
to tender
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How to update organization profile and data
P.15 Sourcing Hub - Supplier's Guide
1. How to Update Organization Profile and Data Account creation email
Consult Organisation Profile
Update Organisation Profile
Manage Users
Manage Areas of Categories
2. How to answer online Invitations to RFx Access on-line Invitations to RFxs
Consult and acknowledge receipt of Invitations to RFxs
Prepare and publish answers
Publish and update Answers
Consult messages
3.Support
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Hotline Support
P.16 Sourcing Hub - Supplier's Guide
For information on your access to the e-Sourcing Portal and use, please call hotline numbers available on the
login page or email : [email protected]
For information on purchasing procedures, please use the Messages section available in the Invitation to tender
to contact the Buyer in charge