Manual for the Self-registration in the Private Area and subscription in the C2S platform

Transcription

1 Manual for the Self-registration in the Private Area and subscription in the C2S platform October 2017 Suppliers Development - PROCUREMENT

2 Index Self-registration of the Company and the Administrator [p. 4] Self-registration as a Commercial Contact [p. 14] Access to the platform C2S [p. 20] Help-desk [p. 36] Registration and Homologation Diagram [p. 39] Cepsa Manual for the Self-registration October

3 Scheme of the process of self-registration and subscription in the C2S platform Create new Commercial Contacts in your Company Create a new user in the Private Area in NO Company registration Create the main contact: Administrator Provide the C2S Code so that other Commercial Contacts can enroll Assign roles to the Commercial Contacts of your Company Fill the Registration form of your Company Verify if your Company already exists with its Tax Id. Number Does your Company already exist? YES 1. Ask the Administrator for the C2S Code Enrolment as a Commercial Contact 2. Roles assignment by the Administrator Cepsa Manual for the Self-registration October

4 Self-registration of the Company and the Administrator

5 Self-registration of the Company and the Administrator Access to the Providers Private Area Access to and click the button Cepsa Manual for the Self-registration October

6 Self-registration of the Company and the Administrator Create a new account at the Private Area if you do not still have one Cepsa Manual for the Self-registration October

7 Self-registration of the Company and the Administrator Complete all the fields and press the button Continue. Cepsa Manual for the Self-registration October

8 Self-registration of the Company and the Administrator You will receive an with a link to activate your new account Once verified the account a new user in the Private Area has been created Cepsa Manual for the Self-registration October

9 Self-registration of the Company and the Administrator Subscribe to the service C2S CEPSA Sourcing & Suppliers. Cepsa Manual for the Self-registration October

10 Self-registration of the Company and the Administrator The system verifies if your Company is already registered: 1 2 The Company it is not registered yet in C2S The Company is already registered in C2S If the country where the Company is set up is a member of the European Community (EC) you must fill the European VAT Number Cepsa Manual for the Self-registration October

11 Self-registration of the Company and the Administrator 1 IfyourCompany isnotregisteredyet: the following message will be showed. Click on Complete registration as an administrator contact to continue Cepsa Manual for the Self-registration October

12 Self-registration of the Company and the Administrator 1 IfyourCompany isnotregisteredyet: complete all the fields. Check that the information is correct. Cepsa Manual for the Self-registration October

13 Self-registration of the Company and the Administrator 1 If your Company is not registered yet: registration succeeded. Remark: to be a VALID supplier you have to end your Company registration filling all its data at CEPSA SUPPLIERS [p. 24] Clicking on the option Go to Suppliers Private Area you will find the C2S CEPSA Sourcing & Suppliers button. Clicking on the option Register Commercial Contacts of your Company you can create another contact, who must have a user already created in the Private Area. Cepsa Manual for the Self-registration October

14 Self-registration of the Company and the Administrator 2 IfyourCompany isalreadyregistered: go to the chapter Self-registration as a Commercial Contact [p. 14]. Cepsa Manual for the Self-registration October

15 Self-registration as a Commercial Contact

16 Self-registration as a Commercial Contact Access to and create a new account at the Private Area if you do not still have one (detailed at the Self-registration of the Company and the Administrator [p. 4].) Once verified the account a new user in the Private Area has been created Cepsa Manual for the Self-registration October

17 Self-registration as a Commercial Contact Subscribe to the CEPSA Sourcing & Suppliers (C2S) service and verify if the Company already exists. If the country where the Company is set up is a member of the European Community (EC) you might fill the European VAT Number Cepsa Manual for the Self-registration October

18 Self-registration as a Commercial Contact As your Company has already been registered by another employee of your Company, the following message will be showed. The and phone of the Administrator (the one who registered your Company) are showed. He should provide you the C2S Code needed for your enrolment as a Commercial Contact. Cepsa Manual for the Self-registration October

19 Self-registration as a Commercial Contact Complete all the fields once the Administrator has provided to you the C2S Code. Cepsa Manual for the Self-registration October

20 Self-registration as a Commercial Contact Successful registration as a Commercial contact. Remember that you will only have access to the auctions or tenders if your Company Administrator has assigned you the corresponding roles. Cepsa Manual for the Self-registration October

21 Access to the platform C2S CEPSA Sourcing & Suppliers

22 Access to the platform C2S CEPSA Sourcing & Suppliers Screens of the platform C2S CEPSA Sourcing & Suppliers Depending on which kind of user you are, your C2S screens will be different: If you are the Administrator AD If you are the Commercial Contact CC Cepsa Manual for the Self-registration October

23 Access to the platform C2S CEPSA Sourcing & Suppliers AD Administrator Cepsa Manual for the Self-registration October

24 Access to the platform C2S CEPSA Sourcing & Suppliers AD Ifyouare theadministrator: clicking on the highlighted option you can enter the C2S platform. In this option the C2S Code is available. You will have to provide it to the Commercial Cepsa Manual for the Self-registration October 2017 Contacts to finish their enrolment 24

25 Access to the platform C2S CEPSA Sourcing & Suppliers AD Ifyouare theadministrator : you have to Access CEPSA SUPPLIERS to end your Company registration. It is needed to be awarded in a tender or auction. Complete the registration questionnaire. It is needed to be awarded in a tender or Cepsa Manual for the Self-registration October 2017 auction. 25

26 Access to the platform C2S CEPSA Sourcing & Suppliers AD CEPSA SUPPLIERS Ifyouare theadministrator: it must be fulfilled in order to be awarded (it can only be seen and editable by the Administrator). Cepsa Manual for the Self-registration October

27 Access to the platform C2S CEPSA Sourcing & Suppliers Ad CEPSA SUPPLIERS Ifyouare theadministrator: if your Company is already registered in REPRO (Achilles South Europe, S.L.U.) the screen below will be showed. You have to access to the Achilles webpage and update your registration form ( Cepsa Manual for the Self-registration October

28 Access to the platform C2S CEPSA Sourcing & Suppliers AD Ifyouare theadministrator: in CEPSA SOURCING you can access to the events to which you have been invited. Cepsa Manual for the Self-registration October

29 Access to the platform C2S CEPSA Sourcing & Suppliers Ad CEPSA SOURCING My RFPs Cepsa Manual for the Self-registration October

30 Access to the platform C2S CEPSA Sourcing & Suppliers Ad CEPSA SOURCING - Basic Profile- Bank Details Fill in your bank data going to: Menu > User Profile > Organization Profile > Basic Profile > Bank data Cepsa Manual for the Self-registration October

31 Access to the platform C2S CEPSA Sourcing & Suppliers Ad CEPSA SOURCING - Basic Profile- Country of Residence Fill in your tax information going to: Menu > User Profile > Organization Profile > Basic Profile > Country of Residence Cepsa Manual for the Self-registration October

32 Once the Country of Residence is completed, the Country of Provision of Services must be specified. The annex regarding the Certificate of Residence must be included too. Cepsa Manual for the Self-registration October

33 Access to the platform C2S CEPSA Sourcing & Suppliers Ad CEPSA SOURCING - Basic Profile Compliance Data Fill in your Compliance Data going to: Menu > User Profile > Organization Profile > Basic Profile > Compliance Data Cepsa Manual for the Self-registration October

34 Access to the platform C2S CEPSA Sourcing & Suppliers CC Commercial Contact Cepsa Manual for the Self-registration October

35 Access to the platform C2S CEPSA Sourcing & Suppliers CC Ifyouare a CommercialContact: clicking on the highlighted option, you can enter the C2S platform. Cepsa Manual for the Self-registration October

36 Access to the platform C2S CEPSA Sourcing & Suppliers CC If you are a Commercial Contact: CEPSA SOURCING. Access to the events to which you have been invited. Cepsa Manual for the Self-registration October

37 Access to the platform C2S CEPSA Sourcing & Suppliers CC CEPSA SOURCING: the Commercial Contact must have some role assigned by the Administrator or he will not be able to participate in any tender or auction. Cepsa Manual for the Self-registration October

38 Help-desk

39 Help-Desk There are 3 different help-desk, depending on which step of the process you are: Beginning of the process Issues during your Company registration, enrolment as an Administrator, enrolment as a Commercial Contact Phone Number: atencion.cliente@cepsa.com Issues when submitting the offers, participation in tenders and auctions in CEPSA SOURCING Issues when fulfilling the registration form in CEPSA SUPPLIERS Cepsa Manual for the Self-registration October

40 Registration and Homologation Diagram

41 Cepsa Manual for the Self-registration October

42 THANK YOU cepsa.com