supplier portal registration guide - advocate health care · supplier registration guide page 5 of...

Supplier Portal Registration Guide

Last update: November 2016

Supplier Registration Guide

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Table of Contents Getting Started ........................................................................................................... 3

Accept Terms and Conditions .................................................................................... 4

Enter Contact Information .......................................................................................... 5

Enter Company and Address Information .................................................................. 7

Enter Diversity Codes (if applicable) .......................................................................... 8

Answer Supplier Registration Questions .................................................................... 9

Select Commodity Codes ........................................................................................... 9

Add Proxy Notifications (Optional) ........................................................................... 12

Review Registration Status ...................................................................................... 14

Establish Security Questions for Password Reset ................................................... 14

Maintain Account Information ................................................................................... 15

To change your account information .................................................................... 15

To change your password .................................................................................... 16

To add additional Contacts for your Organization ................................................ 16

Forgot User Name ................................................................................................... 18


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Getting Started

1. Access the Supplier Portal

▪ Click on the link http://www.advocatehealth.com/advocate-supply-chain

▪ Click on “Sign Up for Supplier Portal

You can also go to:

▪ http://www.advocatehealth.com/

▪ Scroll down and click on “For Vendors”

▪ Click on “Sign up for Supplier Portal”

Note: You can also cut and paste the following URL into your browser window, if

you should encounter a problem.

https://supplierportal.advocatehealth.com/cmssprod/SourcingSupplier/controller.servlet?d

ataarea=cmssprod&context.session.key.SupplierGroup=VALL

http://www.advocatehealth.com/advocate-supply-chain

http://www.advocatehealth.com/


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2. Select the Register hyperlink in the upper left corner of screen.

Accept Terms and Conditions

3. The Terms and Condition page will open. Check the box beside Accept Terms

& Conditions

4. Scroll to the bottom of the page if needed, and click Continue to move to the

Contact Information page.


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Enter Contact Information

Note: All fields on the screen with an asterisk (*) must be filled in

5. Enter a User Name (login) to be used when signing into the Advocate Supplier

portal

(Note: Your login user name and password are case sensitive & space

sensitive)

6. Enter a Password

7. Enter the Password again to confirm entry

8. Enter the Job Title for the Supplier Contact (Optional)

9. Enter the Supplier First Name

10. Enter the Supplier Last Name

11. Enter the Phone Number in the center field (second field from left)

12. Enter the Extension (if applicable) in the far right field

13. Enter the Mobile Number in the center field (second field from left)

14. Enter the Fax Number in the center field (second field from left)


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15. Enter the Supplier Email Address

16. Scroll to the bottom of the page and Click Continue.


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Enter Company and Address Information

Note: All fields on the screen with an asterisk (*) must be filled in

17. Enter the Supplier Company and address information

18. Scroll to the bottom of the page and Click Continue


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Enter Diversity Codes (if applicable)

19. Click the Add button. The system will open a list of available Diversity Codes.

20. Change the Page size box in the lower right corner to 20 to display all available

Diversity Codes.

21. Attach Diversity Codes as follows:

a. Click the checkbox to the left of the applicable Diversity Code(s)

b. Select the Attach to Supplier button.

22. Scroll to the bottom of the page, if needed, and Click Continue.


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Answer Supplier Registration Questions

23. Answer registration questions regarding your company.

Select Commodity Codes

You can select at least one Commodity Code to complete your registration.

Commodity Codes are used to categorize products and services. Commodity Codes

are also used by Suppliers to indicate which solicitation notifications to receive.

When you register through the Supplier Portal, you specify the commodity codes you

want to be notified of. When a new solicitation is released that contains one of the

Commodity Codes, you (and your Proxys) will be notified by e-mail.

Advocate is utilizing the UNSPSC Codes. The Commodity Codes Listing (available

from the main Supplier Portal screen) will include a two level classification (Segment

& Family). For example:

Level 1 42 MEDICAL EQUIPMENT AND ACCESSORIES AND

SUPPLIES

Level 2 42-32 ORTHOPEDIC SURGICAL IMPLANTS

Suppliers can register at Level 1 or Level 2:

• If a Supplier registers at Level 1 they will be notified of all solicitation/bid

events with Level 1 AND Level 2 Commodity Codes

• If a Supplier registers at Level 2 they will only be notified for solicitation/bid

events with Level 2 Commodity Codes

For example:


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Supplier Registration

Commodity Code

Solicitation/Bid Event

Commodity Code

Selected for Notification

42 42 Yes

42-32 Yes

42-32 42 No

42-32 Yes

23. Click the Add button. The system will open a list of available Commodity Codes.

24. Change the Page size box in the lower right corner to All to display all available

Commodity Codes

25. To register at Level 2, click on the + symbol next to the Commodity Code to

display the available Level 2 (Family) Commodity Codes

.


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26. Attach Commodity Codes as follows:

a. Click the checkbox to the left of the applicable Commodity Code(s)

b. Select the Attach to Contact button

Note: You can register at Level 1 OR Level 2, but not both for the same Commodity

Code

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27. If you need to delete a Commodity Code before you continue, CHECK the box

to the left of the code and Click the Delete button

28. When finished, Scroll to the bottom of the page, if needed, and Click Continue

Note:

• You must select a commodity code to complete your registration and to

receive email notifications.

• Suppliers will be able to bid on a solicitation/bid event regardless of the

commodity code(s) selected.

Add Proxy Notifications (Optional) A Proxy will only receive email notifications for solicitation/bid events. They will not

be able to submit responses to the bid. You can enter multiple proxies for your

organization.

The first person who registers for your organization will be allowed to add additional

contacts who can submit responses, in addition to being notified of solicitation/bid

events. Please refer to “To add additional Contacts for your Organization” on page

16.

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29. Enter Proxy Notifications by Clicking the Add button.

Note: Assigned Proxy will not have the ability to bid on any given solicitation/bid events but will be notified of the solicitation/bid events for the Contact’s registered Commodity Codes.

30. Enter Proxy First Name

31. Enter Proxy Last Name

32. Enter Proxy Email Address

33. Verify the Receive Email Notification Checkbox is selected

34. Click Continue

35. To add additional Proxy Contacts, repeat step 29-34

36. When finished, scroll to the bottom of the page and Click Continue

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Review Registration Status

37. Once the Registration status “Complete” displays, Click Done to confirm setup.

38. The following will display and you are now logged into the Supplier Portal.

39. Complete the steps on the following pages to establish security questions for use

in resetting your password.

Establish Security Questions for Password Reset

40. Select Logout in the upper right corner

41. Login using your newly created user id and password

42. You will be prompted to answer at least 2 security questions, which will be

usedin the event you forgot your password

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Advocate Supplier Registration

Maintain Account Information

To change your account information

1. Log-in to the Supplier Portal

2. Click the Update Account Information hyperlink located under My Account

3. Click the Edit button next to the section you need to update. Use the scrollbar to

display all options. Click OK to record your changes.

4. Click Home (upper left corner) to return to the main screen.

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To change your password 1. Log-in to the Supplier Portal

2. Click the My Account hyperlink located under My Account

2. Click the Change Password hyperlink located under My Account

3. Enter your Current Password

4. Enter your New password in the New Password field

5. Enter the New Password again in the Confirm New Password field

6. Click Continue at the bottom of the screen

7. Click Done

8. Log out of the Supplier Portal, and then re-login with your new password

9.

To add additional Contacts for your Organization

Note: Only the first person who registers for your organization can add additional

contacts.

1. Log-in to the Supplier Portal


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3. Use the scroll bar to move to the bottom of the screen.

4. Click on the Add button to the right of the Additional Contacts box

5. Enter Contact information as required. Populate required fields, and optional

fields as needed. Scroll to the bottom of the screen, and click Continue to

move through the registration process. This is the same process that was

followed in your initial registration.

6. Click Done when complete.

7. Click Home to return to the Home Page.

Advocate

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Forgot User Name 1. Access Supplier Portal.

2. Click on “Forgot User Name?”

3. Enter email address associated with the account

4. Enter email address again in Confirm Email Address.

5. Click OK.

6. Click on Go to Homepage to return to main screen. Your User Id will be

emailed to the address entered.

supplier portal registration guide - advocate health care · supplier registration guide page 5 of...

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