Project

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Supplier Portal

1. Tutorial for User – How to create a Supplier

1.1 Customize your dashboard.

User (My tasks, Project list and My discussions)

You can add Dashlets to the user's Dashboard like My discussion or My tasks dashlets to see your discussions or your tasks.
In the user’s dasboard:

  • Click on « Customize Dashboard » (the sprocket in the top right-hand corner)
  • Choose the layout of your dashlets,
  • Click on Add Dashlets to open a new window where you can find all the available dashlets,
  • Then drag and drop the desired Dashlet into one of the three columns on the bottom part of the window,
  • Save

You will have a new window on your dashboard. It will be possible to read every discussion you are engaged in.

Site (My tasks, Project list and My discussions)

A discussion can be read by every site’s members.
When you add a supplier to a discussion, it is possible for him to read it. Only one supplier can be added by discussion.

The site’s Dashboard: DISCUSSION

  • Click on « Site configuration options »: the sprocket in the top right-hand corner
  • Click on "Customize Site",
  • Using drag and drop, add "Discussions" from the available site pages to the current site pages. The pages are displayed in the site navigation bar from left to right in the shown order. You can drag pages to reorder.
  • Click on OK.

A new tab will appear in the top right-hand corner of the site.

The site’s Dashboard: PROJECT LIST

In the same way, it is possible to add “Project List”

A new tab will appear in the top right-hand corner of the site.

The site’s Dashboard: MY TASKS

Yours tasks are always available in “Tasks” on the top of the windows wherever you are in BeCPG. You just need to click on « Tasks > My Tasks » to access your tasks list.

1.2 How to create and configure a supplier’s profil.

How to create an user account for a supplier.

  • beCPG> Administration beCPG,
  • Click on "Users" > New User
  • Add the user’s information
  • Add the group: beCPG external users.

Note: users in charge of the referencing should be added to the « Referencing managers » group.

How to create a supplier

  • Open the location in the collaboration site in which you want to create the Supplier / the entity Supplier,
  • In the product library, click on « + Create > Supplier »,
  • Complete the information requested and add his associated account

1.3 How to reference a raw material using the project « Supplier referencing project»

How to create a raw material and associate it to a supplier.

  • Open the location in the collaboration site in which you want to create the raw material;
  • In the product library, click on « + Create > Raw Material »;
  • Complete the information requested and associate the corresponding supplier.

How to create a Supplier referencing project

  • Open the location in the collaboration site in which you want to create the supplier referencing project.
  • In the product library, click on « + Create > Supplier referencing project »;
  • a new form will appear:
  • in the field template: choose "Supplier referencing project / raw material referencing project";
  • in the field entity: choose the raw material you have create previously;

The state of project can be “planned” or “in progress”. It can be modified later.

  • When the state of your project is “in progress”, the project starts, and it is associated to the supplier user account. The supplier will receive an email. He will be informed that he has a new task. It will be possible for him to find it within his list task (or using the link he will find in his email). By clicking on the task, he will be able to complete the information for his product.
  • In the project, when you click on a task to edit it, a window opens. In the second tab, check that the right resource had been added for the second task or that the users who can valid the project are part of the group “beCPG Quality manager” (default group).

1.4- Validate a project

Monitoring an ongoing project

It is possible to check the progress of the projects. There are several possibilities:

  • Click on “project list” (dashlet of the user’s Dashboard),
  • Click on « project List » (dashlet of Site’s Dashboard or tab on the top right-hand corner),
  • Click on the project.

Receiving a new task

When all the raw material ‘s properties and information are completed, the supplier valid the task. A new one will appear in your list of tasks.
It is possible to consult all your tasks on your dashboard (1) or in “Tasks > My task” (2). See the picture
If several users can valid the raw material, you need to claim the task (see below how to Claim and Release to pool a task).

Now, it is possible to validate it if everything suits you or to add comments where the information provided are not correctly completed and where the supplier must do changes. You can send the project back to the supplier for modifications.
Les tabs without errors need to be validated by clicking on the following icon (see picture below).

Note: the users who will be responsible for the validation of the raw material must belong to the group beCPG referencement manager.. If not, you will be able to see the project but you won’t be able to see the related raw material.

Add comments : Raw Material

Add comments : Tasks

You can see the complete list of the tasks'comments

1.5 Discussion

The interface of the dashlet “Discussion” allows the users to chat. It is possible to add one supplier per discussion.
This interface is specific to a site.

You can use :

  • the interface of the dashlet “Discussion” of the collaborative site
  • the chatting’s window on the site user’s dashboard.

How to create a Discussion :

In the site :
In the banner at the top of the window, you can add the page "Discussion".

When you click on this tab, a specific window pop up.

  • Click on the tab « Discussion »,
  • Click on « New Topic »,
  • Complete the information, add links or pictures if you want,
  • Add a supplier (select) : only one supplier by Discussion,
  • Save.

Note:
  • The discussions are available at any time :
  • The discussions in a site can be read by any intern member.

In the dashboard’s user :

If you have configured your welcome page (dashboard), you will see by logging in to your profile, all the active discussions from the sites of which you are an active member.
You can intervene in the discussion without logging to the different site by using this interface.

2. Supplier Tutorial

2.1 User interface

The login page and the login information (username and password) will be sent to you by your client.

Once you are logged in, a new window opens. It is your dashboard.
The dashboard will tell you at a glance if you have any task waiting or if there is an active discussion.
You can’t create a task or a discussion. The client is the only one who can do it.

2.2 The Tasks

To select a task, just press it. A window will open

To access to :

  • Supplier assistant : cliquer sur l’icône 1,
  • Raw material assistant : cliquer sur l'icône 2.

How to change a task

Supplier's Assistant

You can fill or change the requested information
For each step, click on “next” and to stop or to finish, click on “Finish”.
You can change the data at any time.

Assistant création de la matière première

You can fill the information for the specific raw material.
You can fill the field to be completed.
Each step must be validated by clicking on “Next”. Validate each step before pressing “Finish”.

It is possible to stop and to resume the data entry whenever you wish.

Finish the Task

Before ended the task, you can write a comment for your client (missing ingredient, physico-chemical results…).
Once all the tasks have been completed, the tasks’ list will be empty.

End the task "Supplier's information":

If you click on "CANCEL" your progress will be saved. Only the information on the last window will be lost.

To complete the task "Création de la matière première" :

Task sent back from a client

The client may have comments about the information which you have registered. The task is going to appears again on the supplier‘s dashboard.
The client will have validated some information. There are now locked and no more editable.
An icon (see below) indicates a comment writing by the client. It is possible to read it and to answer.

2.5 Discussion

To facilitate the exchange of information, the client can create a discussion. A discussion allows the site’s members to discuss all subjects at the same time and in the same space.
Only the subjects related to your products will be visible on your dashboard.
To answer and to consult a discussion, you only need to click on the subject and click on “Answer”
It will be possible to change your answer by clicking on “modifier”.

How to answer :

Click on the discussion you are interested in :