SupplierGenius - Genius CentralGenius – The Four-Step Order Management Process . Suppliers can now use their SupplierGenius.com account to complete the four order management steps

SupplierGenius User Guide

Level 2 Training

Order Management Version 1.11

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Overview

Best Practices

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Supplier Genius – The Four-Step Order Management Process

Suppliers can now use their SupplierGenius.com account to complete the four order management steps required by retailers. Those steps include the following: (1) View PO, (2) Acknowledging PO, (3) Ship PO, and (4) Invoice PO.

Step One: View and Print a Purchase Order

1. To get started managing orders, log into your account and click on the Order Management Tab in the upper left column navigation bar.

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2. Select the PO to process by clicking on the PO line in the catalog panel, then click View PO in the left navigation bar.

3. The PO will be visible as a Packing Slip in a pop-up window and can be saved or printed.

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4. To Print the PO, hover the cursor over the bottom right corner of the page. An Action bar will appear with the following: Full

Page View, Fit to Width, Zoom Out, Zoom In, Save and Print. Select the Print option.

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Step Two: Acknowledging a Purchase Order

1. Click Acknowledge in the left navigation bar.

2. The PO details will display in the window seen below. Choose Reject, Acknowledge or Acknowledge & Print. When you choose to Acknowledge, your retail customer will see that their order is out of “Pending” status and changed to “In Process” status.

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5. To Print the PO, hover the cursor over the

bottom right corner of the page. An Action bar will appear with the following: Full Page View, Fit to Width, Zoom Out, Zoom In, Save and Print. Select the Print option.

The order is now acknowledged and the retailer account will reflect an “In Process” status.

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Step Three: Sending Shipping Details

Once an order is acknowledged, the next step is to provide Shipping Details to the retailer.

1. Select the PO by clicking and highlighting the PO line in the catalog panel and clicking on Ship in the left navigation bar.

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2. The PO details will show in the window. Providing the Shipping Details back to the buyer requires a few more steps: A. Enter the ship date. B. Select the shipping carrier from the drop-down menu. C. Enter the tracking number for the shipment. You can use text here if no # is available (e.g.: Tracking # N/A) D. Enter the shipping amount, if applicable. E. Click on Ship All for fulfilling the entire quantity on the PO or use the slider to select the quantity shipped. F. Click on Commit to send the shipping information to the retailer’s account.

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B C D

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3. If Short Shipping products on a PO, use the slider bar to indicate the quantity shipped for the order. See below. Click Commit to send the Shipping Details to the buyer.

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Below is the retailer’s view: Retailers see this shipping data at our retailer facing site MyGeniusCentral.com. The shipping data sent by the supplier is viewable as an Advanced Shipping Notice (ASN) in their Order History View.

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Step Four: Create an Invoice

1. Once shipping details are submitted for an order, the next step is to create an electronic invoice for the retailer. A dialog window will display after shipping details are sent. This allows you to create an invoice for the PO. Click Yes to create your electronic invoice. If you choose NO, you may return later to create an invoice.

**Please keep in mind, if you select NO, your retailer will not have their invoice delivered to their MyGeniusCentral.com account.

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Below is the retailer’s view of this process: Retailers see this Order Status and Invoice data at our retailer facing site MyGeniusCentral.com.

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Order Invoice Window: Clicking Yes in the Create Invoice window will display the invoice form. PO Ship To and Sold To information is displayed. Fields to be completed are as follows: (A) Invoice Created (B) Invoice Due Date (C) Invoice Number (D) Notes (if applicable) Ordered quantities are pulled directly from the order submitted by the retailer. Shipped quantities are pulled from the shipping information that was entered on the previous Ship screen. Unit price fields can be edited to accommodate pricing changes. The notes section is available to send comments to the retailer about the order.

4. The last step is to Click Commit & Print, or just Commit to post the electronic invoice to the retailer’s account at MyGeniusCentral.com

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B C

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