Transcript User guide

E.ON SE
SynerTrade: Quick Reference Guide
E.ON’s eSourcing Application SynerTrade.
E.ON SE
First Steps – Access and Invitation
 You received three emails:
1. Email with your login data
2. Email with your password
3. Email with the invitation to an E.ON project
Please login with your email address and password
(https://eon.synertrade.com).
SynerTrade: Quick Reference Guide
E.ON SE
First Steps – Check your profile and company settings
Click on your name in the left upper corner or on “my account”. Here you
can edit your personal information and settings, your company details and
also create new user for your company. Don’t forget to save your edited
data when changing the tab.
SynerTrade: Quick Reference Guide
E.ON SE
Editing a project
Click in the left menu on my cockpit and click on the project. You can also
go in RFX or Auctions and there click on the project.
SynerTrade: Quick Reference Guide
E.ON SE
Editing a project – Project details
In the first tab ‘project details’ you can find all relevant information to the
project. If you have questions regarding the project please contact the
project lead.
SynerTrade: Quick Reference Guide
E.ON SE
Editing a project – My Team
Here you have the possibility to add more colleagues to this project.
Therefore click on ‘New’. You can only find your colleagues if you have set
them up (see page 3).
SynerTrade: Quick Reference Guide
E.ON SE
Editing a project – Documents
Upload of documents
Download of many documents:
1. Mark documents
2. Choose download and click
green button
Download of a docuement
Please download all documents. Therefore click on the download symbol.
For a mass download, mark all documents – click in the header row
between ‘No.’ and ‘Actions’ and select ‘download’ from the drop down
menu. To upload document click ‘Upload documents’.
SynerTrade: Quick Reference Guide
E.ON SE
Editing a project– Tender elements
Edit tender elements
Once you have downloaded all project documents, go to tab ‘tender
elements’ and edit questionnaires/ pricing grids. Therefore click on the left
symbol in the action cell.
SynerTrade: Quick Reference Guide
E.ON SE
Editing a project– Online or Offline
edit offline
You can edit the tender elements online and offline in excel.: edit online
1. Editing online: Enter your prices or responses here. Don’t forget to save
your entries before leaving the page or clicking on a symbol.
2. Editing offline: Click on ‘Export’ to download this element into excel. Save
this file locally. Once your have edited the xls.-file, save it and click on
‘Import lines’ or ‘…’. Your prices/responses are now saved online.
SynerTrade: Quick Reference Guide
E.ON SE
Publish your data/ Send data to E.ON
Click on publish all tabs!
If you are sure all data are finalized and all documents are uploaded and
saved, please click on ‘publish’. Only if you click ‘publish’ your data are
visible for E.ON.
After clicking ‘publish’ you get a confirmation email that your data are
published.
Good to know: E.ON can only see your data when the project is closed.
SynerTrade: Quick Reference Guide
E.ON SE
E.ON contact persons
Technical queries to SynerTrade:
Please send an email to [email protected]
Professional, content queries:
Please contact the project lead (see slide 5.)
SynerTrade: Quick Reference Guide