supplier registration user guide rev0512 - boulder valley
TRANSCRIPT
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Supplier Registration Guide
Accessing Supplier Portal • Login to the Supplier Portal at: https://supplierprod.erp.bvsd.org/sourcing/SourcingSupplier/lm?service=go&stack=1
Please assist us in keeping our database consistent by entering information in all CAPS (except your username and password can be your choice).
Please note the following browsers for Windows only are supported: Internet Explorer 7, 8, 9
Note: The system will display any error messages in the upper right corner. 1. Click “Register” to begin. Review Announcements for any downtime notices.
Fill out each screen completely.
2. Read and accept the SUPPLIER REGISTRATION TERMS AND CONDITIONS for use of the website. Click Continue
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Supplier Registration Guide
3. Create your login name and password. Note: your login and password are case sensitive so be sure to capture exactly for re-entry. If you forget your password before your next login you can retrieve using the Forgot User Name? link on the log-in page. The password reset functionality is not engaged until your next login when you will be asked to answer security questions.
Username: Password:
4. Enter information about yourself (primary contact). Please use all CAPS. Fields with * are required. Note: The first field of the phone and fax number is for Country Code. US phone numbers can leave this field blank and enter area code and phone number in second field (format 123-456- 7890).
Click Continue. Supplier will receive an e-mail notification after login is created but must fully complete the process to be considered registered.
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Supplier Registration Guide
5. Enter information about your company in all capital letters, then click Continue. System required fields are: Company name, Tax ID Type, Tax ID Number, Address Line 1, City, State, Postal Code, and Country. However, we do request that you complete all fields.
6. Select Add for a list of diversity codes or Continue if not applicable.
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Supplier Registration Guide
7. Select appropriate diversity code and click Attach to Supplier.
Click Continue
8. Answer all required and applicable questions; attach requested documents, then click Continue.
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Supplier Registration Guide
9. Select the Commodity Code(s) for which you would like to receive future bid notifications. A commodity code represents the type of goods and or services your company can provide. The list will appear when you click Add.
10. Select all appropriate commodity code(s) by clicking in the box in front of the commodity code(s) and then click the Attach to Contact button. The Attach button must be used before proceeding to the next page or your selections on the previous page will not be saved.
TIP: You can change Page Size to “All” then you will be able to use the side scroll bar to view without navigating between multiple pages.
The top level codes are displayed. Click on the plus sign next to the code to display any specific commodities within that group. You can register for the top level which will include all commodities within that grouping or you can select one or more specific commodities at the lower level.
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Supplier Registration Guide
You can also use the Search field. Using an asterisk * as a wild-card, type a partial description and select Search to return entries containing the selection. Select and Attach to Contact.
When complete click Continue.
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Supplier Registration Guide
11. Optional information: Proxy Notifications. A proxy is someone you want to receive the e-mail notifications about bids within the commodity codes you selected. This individual does not have a login or password to the system. This provides your company additional contacts to receive notifications in the event the primary contact is unavailable. Click Add to enter proxy information.
When finished click Continue.
12. Registration is now complete. Click Done. After your company is reviewed and if validated you may receive notifications for bid opportunities for which your company has been approved to supply.
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Supplier Registration Guide
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Supplier Registration Guide
13. Logout then immediately login to answer security questions and enable the password reset functionality. To logout of the system choose logout in the upper right corner.
14. Security Questions Please answer a minimum of 1 question and remember your answers in the event you need your password reset. You may also change your password at any time by using the Change Password feature under My Account.
Answers:
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Supplier Registration Guide
You will also be given the opportunity to add additional contacts for your company at your next log-in. Only the primary contact will have the ability to add company contacts.
15. Password Reset If you forget your password there is a reset option, utilizing the security questions answered at the second log-in. If the reset function does not work, please call your contact person in Procurement Services.
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Supplier Registration Guide
In the event you forget your username, select “Forgot User Name” on Login screen.