CVS DSD Vendor Portal Training September 2016

Transcription

1 CVS DSD Vendor Portal Training September 2016

2 Signing onto Vendor Portal Go to vendorportal.cvs.com and then type or copy your ID and password on the Welcome sign in page. *Please note that ID and password are case sensitive

3 Vendor Portal Dashboard Regular Cost Click on Regular Cost to View /Update Costs.

4 Vendor Portal Dashboard Regular Cost Choose vendor from drop-down list Status defaults to Current Cost List Click search to populate items

5 Updating Regular Cost Item Detail populates at bottom of page

6 Updating Regular Cost - Each If UOM is Each Enter in New in Delivery UOM column Enter New Cost Enter in New in New Unit Cost Column *Note: Full amount must be typed in (i.e.: 17.00, not 17.)

7 Updating Regular Cost - Case If UOM is case Enter in New in Delivery UOM column Enter New Cost Enter in New in New Case Cost Column

8 DSD Regular Cost- Enter Effective Date Effective Date - Must be greater than current date + 2 days. *Note: Must match following format: MM/DD/YYYY Enter Unit Effective Cost Enter Date in in New Effective Date Column *Note: Copy and Paste option is available

9 DSD Regular Cost- Enter Comment Enter comment which best explains change entered. This will be seen by the CM. Enter Comment Enter in New in Comment Column *Note: Copy and Paste option is available

10 DSD Regular Cost Save Changes Click Save to Enter in New save all changes

11 DSD Regular Cost Save Changes If all Unit changes Cost are Enter successful, in New you Unit will Cost get this message

12 DSD Regular Cost Save Changes If changes are not Enter successful, in New you Unit will Cost get this message The Alert column will indicate the error Enter and in New what Unit must Cost be done to correct it.

13 Viewing Saved Changes Saved Changes can be viewed by selecting: All Changes Pending Changes Approved Changes Rejected Changes Historical Changes Then click Search

14 Deleting Saved Changes To delete Saved Changes, Enter in New first select Unit Pending Cost Changes Enter Then, in click New Unit Search Cost

15 Deleting Saved Changes Click on the checkbox/checkboxes next Enter to in the New item(s) you wish to delete. Enter Then, in click New Unit Delete Cost

16 Multi-Select Functionality You can multi-select to make the same change to multiple items. Click on the checkbox/checkboxes Enter in New next to the item(s) you wish to change. Make all desired changes to the first item (cost, date, comment, etc) Then click save. Your changes will auto-populate to all checked items..

17 Change Each to Case/Case to Each Select Enter in Current New Cost List Click in the Delivery UOM Enter in New Unit Column next to Cost the item you wish to change Select Desired Enter in New Unit Unit of Measure Cost (case/each)

18 Change Each to Case Enter Enter in New New Unit Case Cost Qty Enter Effective in New Unit Date Cost Enter Enter in New New Case Cost Enter Enter in Comment New Unit Cost

19 Change Case to Each New Unit Case Cost Qty automatically Enter in New changes to 1 Enter Effective in New Unit Date Cost Enter Enter in New Enter Enter in Comment New Unit Cost

20 Viewing SKU Details Click Unit on Cost the SKU Unit hyperlink Cost to get details Enter A window in New opens Unit to Cost show the Details Click ok to Enter return in New to Unit previous Cost screen Note: You may also click the UPC hyperlink to get the same pop-up window.

21 Viewing a Store List Click on the Zone Unit hyperlink Cost to Unit get Cost the stores in that zone Unit A window Cost opens Enter in to New show the Unit Stores Cost Click ok to Enter return in New to Unit previous Cost screen Note: Stores not listed are not authorized to receive product from this supplier. Suppliers may have multiple zones and should check store list for all stores they deliver to.

22 Exporting Data Click Export Page to export the data on the first page. Click Export All to export all data included in the search Click Unit on Cost the file Unit to open Cost

23 Vendor Portal Dashboard Promo Cost Click on Promo to View /Update Promo Costs.

24 Vendor Portal Dashboard Promo Cost Choose vendor from drop-down list Select Ad Promo or In- Store Promo Select Promo Start Date Promo End Date autopopulates for Ad Promo Click search to populate items

25 Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides to update cost. Note: Once promo is approved, changes can no longer be entered. In Store Promo in Cost Type is View Only- follow same steps as Ad Promo, to view.

26 Vendor Portal Dashboard Invoice Inquiry Click on Invoice to view an invoice

27 Vendor Invoice Inquiry You may view the status of an invoice by doing an Inquiry Select the Vendor from the drop-down You may Unit search Cost by Enter Store/Invoice in New Unit Store/Check Cost Nbr or Store/Date Range

28 Invoice Inquiry Store/Invoice Utilizing the Store/Invoice Option Enter Invoice # Enter Unit Store Cost # - store Enter must in be New in a Unit zone attached Cost to the supplier. Click Search Note Checking Discrepancies Only will bring up only Cost Discrepancy info, if any exist.

29 Invoice Inquiry Store/Chck Nbr Option Utilizing the Store/Check Nbr Option Enter Check Nbr Enter Unit Store Cost # - store Enter must in be New in a Unit zone attached Cost to the supplier. Click Search

30 Invoice Inquiry Store/Date Range Option Utilizing the Store/Date Range Option Unit Enter Cost From Unit Cost Date Enter To Date. Click in cell to get calendar. Click on current month to Unit bring Cost up other months. Enter Click in New on current year to bring up other years. Click in left column to see additional years. Enter Unit Store Cost # - store must Enter be in New in a zone Unit attached Cost to the supplier. Click Search

31 Invoice Inquiry Store/Date Range Option If multiple invoices exist, select desired invoice

32 Invoice Inquiry Results

33 Invoice Inquiry Results

34 Invoice Inquiry Invoice Results Select Display Invoice Results to get further details

35 Invoice Inquiry Invoice Results

36 Invoice Inquiry Invoice Results

37 Invoice Inquiry Display Allowances Select Display Allowances to get further details

38 Invoice Inquiry Display Allowances Results For further questions regarding invoices and payments, please contact Accounts Payable at