Transcript AO Supplier Administrator TGO Registration English

Active Orders
Supplier Administrator Training
Trading Grid Company Registration
Supplier Company Registration
July 27, 2016 | Slide 2
Trading Grid/Active Orders Registration
• You will receive an email inviting you to register to use Active Orders. Click on the
Registration URL in the email. The email content and invitation code will be different
than shown here.
July 27, 2016 | Slide 3
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• The link will take you directly to the registration system. Complete the information
about your company location, and then choose Submit.
• Required fields are marked with an asterisk(*).
July 27, 2016 | Slide 4
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
DO NOT identify yourself as an
existing company, even if the
information is exactly the same.
• If the system finds similar company names, this page will display.
• DO NOT identify yourself as an existing company, even if the information is
exactly the same.
• To successfully register for Active Orders you MUST select “My Company is not
listed,” and then choose the Start Registration button.
July 27, 2016 | Slide 5
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• The next page you see describes the six steps in the registration process.
Choose Next Step to continue.
July 27, 2016 | Slide 6
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• In Step 1, you review the subscription information.
• Active Orders was previously known as Order Lifecycle Visibility (OLV). You may
see references to the previous name in the registration system.
• Make sure the radio button is selected in the Select column, and the Active
Orders check box is enabled.
July 27, 2016 | Slide 7
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• Next, choose Subscribe to Selected Service.
July 27, 2016 | Slide 8
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
Enable all listed features.
The Optional Features may
be different for your Active
Orders community.
• Next , the system displays the Service Subscription page.
• Scroll down and enable all the Active Orders roles available. After completing the
information on this page, choose the Next Step button.
July 27, 2016 | Slide 9
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• During Step 2, you review the GXS terms and conditions page. You will need to
choose the Accept radio button, and then choose Next Step.
July 27, 2016 | Slide 10
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• In Step 3, you will set up a user account for the individual at your company that
should be the primary contact for the Trading Grid /Active Orders system.
July 27, 2016 | Slide 11
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
The password is
case-sensitive.
• In this step, you also set up the log in information to sign into the Trading Grid.
• The Trading Grid User ID must be formatted as an email address.
• The Trading Grid password field on the Login page is case-sensitive and must be
entered exactly as you establish here.
July 27, 2016 | Slide 12
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• Next, set your Password Security information. If you forget your Trading Grid
password, you will be able to reset your password if you know this information.
July 27, 2016 | Slide 13
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• When your profile information is complete, scroll down and choose Next Step.
July 27, 2016 | Slide 14
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• In Step 4, you provide information about your company. The asterisks (*) identify
the required fields. For Industry Type, select the closest choice.
July 27, 2016 | Slide 15
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• You will need to provide a Business contact and a Technical contact for your
company. If you are the contact, choose the Same as My Profile check box.
July 27, 2016 | Slide 16
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• When your entries are complete, choose Next Step.
July 27, 2016 | Slide 17
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• During the final step in the process, review the information that you have entered.
Scroll down to through the registration information that you established.
July 27, 2016 | Slide 18
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• If the information is accurate and you are ready to submit your registration
request, choose the Submit button.
July 27, 2016 | Slide 19
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• The system confirms that your registration request has been submitted. Choose
Close to close the window.
• Do not choose the Login button. The process on the GXS side takes a few
minutes to complete. The system will display an error if you try to log in too soon.
July 27, 2016 | Slide 20
©2011 GXS, Inc.
Trading Grid/Active Orders Registration
(continued)
• After your registration request is accepted, you will receive an email confirming
that your registration has been approved.
• You can use the URL provided in the confirmation email to access the system.
July 27, 2016 | Slide 21
©2011 GXS, Inc.
Accessing the Trading Grid / Active
Orders
July 27, 2016 | Slide 22
URL: https://tradinggrid.gxs.com
The password is
case-sensitive.
• After accessing the Trading Grid URL, enter your Trading Grid User ID and
Password, and then choose the Login button.
July 27, 2016 | Slide 23
©2011 GXS, Inc.
Getting Started Activities
July 27, 2016 | Slide 24
Understanding Getting Started Activities
• After completing the registration process, there are several
important tasks to perform to set up your Active Orders system:
– Setting up Trading Grid Service Contacts for individuals that
need to receive email notifications from the system.
– Configuring the system to display dynamic message links and
send email alerts when new or changed orders arrive.
– Enabling optional Supplier configuration settings.
– Creating and managing your company’s Trading Grid user
accounts.
• These tasks are described in detail in a separate presentation,
“Supplier Administrator Training: Getting Started Activities.”
July 27, 2016 | Slide 25
©2011 GXS, Inc.
Technical Support
July 27, 2016 | Slide 26
Contacting Technical Support – U.S. and Canada
To contact GXS for assistance with Active Orders:

Call 1-800-EDI-CALL (1-800-334-2255).
After you hear the welcome message, press 2078.

You can also send an email to: [email protected]
When you contact GXS:

Have your company name, phone number, and your Client ID ready.
(If you don’t have a Client ID, you can provide your name.)

Identify that you are using Active Orders.

Provide a detailed description of the problem.
July 27, 2016 | Slide 27
©2011 GXS, Inc.
Customer Support in Other Countries
You can obtain phone numbers and email contacts for Customer
Support in other countries by accessing the support information
provided on the GXS web site.
Europe:
http://www.gxs.com/customers/global_service/global_support_center/regional_support_directories/europe
Asia/Pacific:
http://www.gxs.com/customers/global_service/global_support_center/regional_support_directories/asia_pacific
Latin America:
http://www.gxs.com/customers/global_service/global_support_center/regional_support_directories/latin_america
July 27, 2016 | Slide 28
©2011 GXS, Inc.
North America | gxs.com
EMEA | gxs.eu
ASPAC | gxs.asia.com
July 27, 2016 | Slide 29
©2011 GXS, Inc.