Prophet 21 Trading Partner Connect. Establishing and Managing Your Membership in Trading Partner Connect

Transcription

1 Prophet 21 Trading Partner Connect Establishing and Managing Your Membership in Trading Partner Connect

2 This class was designed for System Administrator Operations Manager Employees responsible for maintaining their company s membership in Trading Partner Connect

3 Objectives Set up Company Profile Manage Trading Partner Relationships Handle Requests for Item Rationalization Use Dead Stock Tools Track Transactions

4 This class will NOT Cover Operation of your P21 software solution Using the Internet

5

6 Logging In

7 Dashboard

8 Billing Information

9 Shipping Information

10 Availability Options

11 Vertical Markets

12 Partner Profile

13 My Account

14 My Documents Page

15 Contact Information

16 Contact Preferences

17 Settings - Inventory

18 Settings - Relationships

19 Settings - Reporting

20 Existing Relationships

21 Trading Partner Directory

22 Trading Partner Search

23 Trading Partner Search Results

24 Request Relationship

25 Setup in System

26 Outstanding Relationship Request

27 Relationship Request Reminder

28 Notification Defaults

29 Item Rationalization Request

30 Item Rationalization Request

31 Review Request sends with list of items to owner of request Update you accept the results and Trading Partner Connect is updated

32 Get P&A

33 Get P&A

34 Get P&A

35 Get P&A

36 Get P&A

37 Get P&A

38 Get P&A

39 Pricing Service Received from manufacturer Processed to fit standard format Distributed to proper trading partners

40 Pricing Service

41 Pricing Service

42 Pricing Service

43 Pricing Service

44 Dead Stock Tools Dead Stock Search Data Mining Report

45 Dead Stock Search

46 Dead Stock Search Results

47 Dead Stock Search Results Shows you any Trading Partner Connect member that lists that item as dead

48 Dead Stock Search Results

49 Data Mining Report Matches existing dead stock to your usage AMU IMPORTANT!!!!

50 Data Mining Report

51 Track Transactions Reporting Transactions Document Tracking Inbox Outbox

52 Reporting Transactions

53 Report Example

54 Document Status Report

55 Document Status Report

56 Evaluation Report

57 Evaluation Report Top

58 Evaluation Report Bottom

59 Search Inbox/Outbox

60 Inbox

61 Detailed View of Document

62 Error Box

63 Error Box Detail

64 Maintenance Company Profile Search for New Trading Partners Item Rationalization Dead Stock

65 What s next? Assign responsibilities Begin End-User training

66 Assign responsibilities Establish and maintain your B2B relationships B2B Alliance distributor to distributor B2B Buyer distributor to manufacturer Rationalize as many of your items with Item Rationalization Eliminate YOUR Dead Stock

67 Begin End-User training Create a training plan for ALL employees Develop internal procedures WBT classes available

68 Trading Partner Connect Web- Based Trainings (WBTs) Job Function All employees Order Processors Purchasing Agents Responsible for eliminating dead stock WBT Course Overview of Trading Partner Connect Refining your Sales Process with Trading Partner Connect Streamline Acclaim Purchasing with Trading Partner Connect Cleaning House with the Dead Stock Feature of Trading Partner Connect

69 B2B Alliance Use the alliances with trading partners to YOUR advantage Get exactly what you need to fulfill your customers orders No vendor minimums to worry about No waiting around for responses $avings for you!

70 B2B Buyer Utilize the technology and power behind Trading Partner Connect Cut POs without faxing, printing or calling your vendor Eliminate re-keying errors and wasting time on the phone Sending your POs via Trading Partner Connect can reduce and/or eliminate your VAN charges

71 Dead Stock Post your dead stock for sale All members of Trading Partner Connect can see this information on tpcx.com dead stock search In P&A request they generate from within their system, they can see your DEAD STOCK

72 Data Mining Report Proactively sell your dead stock Put those wasted $$$ back in your pocket Discounted buys Keep some of your $$$ in your pocket by buying items that you would typically buy from your vendor but now you can buy from a trading partner

73 Summary Login and Setup Membership Trading Partner maintenance Rationalize Items Transaction Search Dead Stock Information

74 For More Information Visit the Activant customer web site: distribution.activant.com Register for Trading Partner Connect courses P21 University Web-Based Training page Visit the Trading Partner Connect home page:

75 Trading Partner Connect will only provide a ROI if you USE it!!!