Prophet 21 Trading Partner Connect Establishing and Managing Your Membership in Trading Partner Connect
This class was designed for System Administrator Operations Manager Employees responsible for maintaining their company s membership in Trading Partner Connect
Objectives Set up Company Profile Manage Trading Partner Relationships Handle Requests for Item Rationalization Use Dead Stock Tools Track Transactions
This class will NOT Cover Operation of your P21 software solution Using the Internet
Logging In
Dashboard
Billing Information
Shipping Information
Availability Options
Vertical Markets
Partner Profile
My Account
My Documents Page
Contact Information
Contact Preferences
Email Settings - Inventory
Email Settings - Relationships
Email Settings - Reporting
Existing Relationships
Trading Partner Directory
Trading Partner Search
Trading Partner Search Results
Request Relationship
Setup in System
Outstanding Relationship Request
Relationship Request Reminder
Notification Defaults
Item Rationalization Request
Item Rationalization Request
Review Request Email sends email with list of items to owner of request Update you accept the results and Trading Partner Connect is updated
Get P&A
Get P&A
Get P&A
Get P&A
Get P&A
Get P&A
Get P&A
Pricing Service Received from manufacturer Processed to fit standard format Distributed to proper trading partners
Pricing Service
Pricing Service
Pricing Service
Pricing Service
Dead Stock Tools Dead Stock Search Data Mining Report
Dead Stock Search
Dead Stock Search Results
Dead Stock Search Results Shows you any Trading Partner Connect member that lists that item as dead
Dead Stock Search Results
Data Mining Report Matches existing dead stock to your usage AMU IMPORTANT!!!!
Data Mining Report
Track Transactions Reporting Transactions Document Tracking Inbox Outbox
Reporting Transactions
Report Example
Document Status Report
Document Status Report
Evaluation Report
Evaluation Report Top
Evaluation Report Bottom
Search Inbox/Outbox
Inbox
Detailed View of Document
Error Box
Error Box Detail
Maintenance Company Profile Search for New Trading Partners Item Rationalization Dead Stock
What s next? Assign responsibilities Begin End-User training
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
Begin End-User training Create a training plan for ALL employees Develop internal procedures WBT classes available
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
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!
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
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
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
Summary Login and Setup Membership Trading Partner maintenance Rationalize Items Transaction Search Dead Stock Information
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: www.tpcx.com
Trading Partner Connect will only provide a ROI if you USE it!!!