Tarshid Supplier Manual User Guide for Tarshid Suppliers

Tarshid Supplier Manual User Guide for Tarshid Suppliers Version 1

Contents Link to access new supplier Self registration New supplier self registration • ESCO Supplier • Non-ESCO Supplier portal access • Login Assistance Overview on the supplier portal functions • Supplier Home page • Administration • Orders, Agreements, Receipts, Invoices, Negotiations and Qualifications Respond to Tarshid’s RFQ’s • Notification • RFQ Access & Acknowledge • Review RFQ • Book Time slot for Site Visit Online Response to RFQ • Create Quote • Online Discussions with Buyer • Quote Amendment Qualifications • Notification • Respond to the Questionnaire

Link to access New supplier Self registration Tarshid will have 3 types of suppliers as mention below • ESCO Suppliers • Non-ESCO suppliers out side KSA In order to register as new supplier for Tarshid, please access the below URL https: //ekqz. fa. em 2. oraclecloud. com/fscm. UI/faces/Prc. Pos. Register. Supplier? prc. Bu. Id=30000000213 5643 (OR) • Can access the supplier registration link from www. tarshid. co. sa • If you are an existing supplier on TARSHID’s Oracle system, please contact Tarshid supplier admin to get your username and password • Any issues related to Login contact the below Email_Id Email : supplier. admin@tarshid. com. sa

New ESCO supplier self registration

ESCO Supplier Registration Company Details • • Please enter details in the fields as per the number sequence Fields marked with (*) are mandatory and should be unique Taxpayer ID (VAT ID) should be of 15 digits Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Contacts • Click on ‘Edit’ to the mobile number of the contact ‘OK’ to complete • Multiple contacts can be added by clicking on ‘Create’ (Note: This is optional step) • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Addresses Add the contact created • • Please enter all mandatory fields Enable the ‘Address Purpose’ check boxes You can create multiple addresses by clicking on ‘Create Another’ or click on ‘OK’ to complete Click on ‘Next’ to proceed further

ESCO Supplier Registration Business Classifications • • Click on ‘+’ and Select ‘Classification’ as ‘Retrofitting’ Please enter Start date and expiration date Please attach all certificates which are listed as mandatory Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Bank Accounts • Please contact ‘Tarshid’ if the bank name is not available after selecting country • Account number and IBAN should be registered correctly • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Product Categories • Supplier can select the type of Goods/Services that he supplies • Multiple categories can be selected • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Questionnaire Question Attachment Response Attachment • • The Questions marked with (*) is mandatory Please download the question attachment to understand the question in detail Click on ‘Next Section’ to go to the next section Once the section is fully answered it will show the complete circle

ESCO Supplier Registration Review • • Scroll down to review all the information before you complete registration Click on ‘Back’ to go back to any previous section Use ‘Save for later’ so that oracle can send you the link to given email address to resume registration later Click on ‘Register’ , you will receive a popup message saying request submitted

ESCO Supplier Registration • You will receive an email once the request has been reviewed and acted upon by the buyer

Supplier self registration • Non-ESCO Saudi Arabia • Non-ESCO outside Saudi Arabia

Non ESCO Supplier Registration Company Details • Fields marked with (*) are mandatory and should be unique • Taxpayer ID (VAT ID) should be of 15 digits • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Contacts • Click on ‘Edit’ to the mobile number of the contact and ‘OK’ to complete • Multiple contacts can be added by clicking on ‘Create’ (Note: This is optional step) • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Addresses Add the contact created • Please enter all mandatory fields • You can create multiple addresses by clicking on ‘Create Another’ or click on ‘OK’ to complete • Click on ‘Next’ to proceed further

ESCO Supplier Registration Business Classifications • • Click on ‘+’ and Select ‘Classification’ as ‘Non-ESCO Saudi Arabia’ for the suppliers inside Saudi Arabia and ‘Non-ESCO outside Saudi Arabia’ for the suppliers outside Saudi Arabia Please enter Start date and expiration date Please attach all certificates which are listed as mandatory Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Bank Accounts • Please contact ‘Tarshid’ if the bank name is not available after selecting country • Account number and IBAN should be registered correctly • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Product Categories • Supplier can select the type of Goods/Services that he supplies • Multiple categories can be selected • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Questionnaire • No Questions are applicable • Click on ‘Next’ to proceed to the next page

ESCO Supplier Registration Review and Register • • Scroll down to review all the information before you complete registration Click on ‘Back’ to go back to any previous section Use ‘Save for later’ so that oracle can send you the link to given email address to resume registration later Click on ‘Register’ , you will receive a popup message saying request submitted

ESCO Supplier Registration • You will receive an email once the request has been reviewed and acted upon by the buyer

Supplier Portal Access

Supplier Portal Access By clicking on the Login link in the confirmation email , you are taken to this login page • Enter the provided username then press Tab • Enter the Provided password and then login Reset password option is pending

Non ESCO Supplier Registration Login Assistance • If you get an error logging in with your user name and password , the 1 st step resolve the problem is to click on ‘Forgot Password’

Non ESCO Supplier Registration Login Assistance • Click on ‘Forgot Password’ and submit • Find a message to check the email address to find the further information

Non ESCO Supplier Registration Login Assistance Click Here to reset password Enter the password and confirm Submit to complete

Non ESCO Supplier Registration Login Assistance Enter email address Submit to complete • Click on ‘Forgot Password’ and submit • Find a message to check the email address to find the further information

Non ESCO Supplier Registration Login Assistance • You can use your old password with the same username to login

Overview of Supplier Portal Functions

Supplier Portal Access Supplier Home • Click on Bell Icon to find the notifications once you login successfully The notifications are of 2 types • FYI: For your information- No action required • Action Required: you action required against the activity • You can click on notification to open the complete details

Supplier Portal Access Supplier Home • Click on ‘Supplier Portal’ to go to the supplier portal • Click on 1 to go to the Home page when you are in any page • Click on 2 and select ‘Sign out ’ to sign out

Supplier Portal Access Supplier Home • 1. Find all the tasks on the left hand side, 2. you can click on the ‘Graph’ to directly navigate to the tasks

Supplier Portal Access Supplier details update (Manage Profile) Scroll down to ‘Company Profile’ and click on ‘Manage Profile’

Supplier Portal Access Supplier details update (Manage Profile) • Click on ‘Edit’ to update any information

Supplier Portal Access Supplier details update (Manage Profile) Click on Yes to continue Create new address Update exiting address Click on OK to complete

Supplier Portal Access Supplier details update (Manage Profile) Give the comments for update Click on ‘Review changes’ to find out all the changes, Once submit the changes would go for the approval of the buyer Click on Submit to complete

Supplier Portal Access Transactions Click on tasks on the left to find the Purchase orders, Agreements, Receipts , Invoices, Negotiation and qualifications

Respond to Tarshid RFQ’s

RFQ Response Email Notification • When Tarshid invites you to participate in a certain notification, an email would be sent your registered email as shown below • From the email, you can find the ‘Open date’ and ‘Closed date’ of the RFQ Click on ‘Supplier. pdf’ to find additional information and login to oracle to accept or reject the invite

RFQ Response RFQ Access and acknowledge or Reject You can ‘Accept Invitation’ or ‘Reject Invitation’ from the Notifications

RFQ Response RFQ Access and acknowledge or Reject

RFQ Response Review the RFQ details • By clicking on ‘Acknowledge Participation’ Supplier can give his response to participation as ‘Yes’ or ‘No’ • ‘Note to buyer’ can be used optionally to enter any message to the buyer • Click on Negotiation number to view the complete information of RFQ

RFQ Response Book time Slot-For DFS • Booking ‘Time Slot’ visit the entity and analyze the complete requirement to give a quote to the RFQ • Supplier who have only Acknowledged the invite in the previous step would be able to book the ‘Time Slot’ • This step is only for ESCO Suppliers not for Non-ESCO Suppliers

RFQ Response Book time Slot-For DFS • Find the new page getting opened once supplier clicks on ‘Time Slot’ • Select the ‘RFQ Status’ and ‘Search’ to find the active RFQs which are acknowledged. • Click on to schedule the time for a specific RFQ

RFQ Response Book time Slot-For DFS Booking not allowed on Weekends and holidays • • • Find the RFQ number , Published date (Open date) and Closed date for the reference You are only allowed to schedule the time slot in the highlighted dates as per Tarshid advise Select the ‘Visit time from’ and ‘Visit time to’ and Attach the Id of the person who is visiting the entity Please note that the minimum duration between the from and to time should be 2 hours Under booked time slots section you can find the time slots booked by the other ESCO Click on ‘OK’ to complete

RFQ Response Book time Slot-For DFS • Find the booking that you have already done • If you want to reschedule the time of visit, you cancel this booking by clicking on and rebook as shown in the previous slide

RFQ Response Create Quote • Once the site visit completed for the DFS , please create quote

RFQ Response Create Quote • Select the RFQ and click on ‘Create Response’

RFQ Response Create Quote Specify below fields • Response Valid Until : date until the Quote is active • Attachments: Attach any documents optionally • Note to Buyer: Enter any information about this quote to buyer

RFQ Response Create Quote • • • Find the questions If applicable and answer them all Please open the Question attachment to understand the question in detail (*) marked questions are all mandatory Click on to go to the next section Once all the sections completed Click on ‘Next’

RFQ Response Create Quote • Enter the response for the RFQ • Click on ‘Next’ to continue

RFQ Response Create Quote • • • You can review the quote before you submit Click on ‘Validate’ to ensure no mandatory data is missed to enter Use ‘Messages’ option to communicate any messages online with the buyer regarding this RFQ User ‘Save’ option if you want to come back to this Quote later to submit Click on ‘Submit’ to complete

RFQ Response Create Quote- Amendment • When Tarshid update/Amend the existing RFQ, you receive a notification and email regarding the amendment • Find the amendment in active negotiations • Amendment number will be same as existing RFQ number but will have extension number separated by (, ) i. e. NESC-2019 -35, 1 • Click on Negotiation number to view the amendment details

RFQ Response Create Quote- Amendment • Find the amendment details and also the Original negotiation to compare • Click on check box and submit to complete the Acknowledgement

Respond to Tarshiq Questionnaire

Respond to Questionnaire Notifications • Find the notification from the ‘Bell’ Icon or an email to the supplier admin • Open the notification to find the details

Respond to Questionnaire Review and answer • Click on ‘Manage Questionnaires’ from the Supplier Portal

Respond to Questionnaire Review and answer • Click on the number and select ‘Respond’

Respond to Questionnaire Review and answer • Complete the Questions in each section and click on for the next section • Once all the questions in all the sections are answered find the Progress completed • Click on ‘Submit’ to complete and send the response to the buyer.