Manual
Supply chain platform for suppliers
Tradecloud is an online supply chain platform to collaborate with your customers. Buyers ask
suppliers to join Tradecloud so you can both work together efficiently and sell more with less effort.
Clear communication on orders, shipments and forecasts between you and your customers is
important but difficult to reach by e-mail, fax and Excel sheets. When it comes to order handling and
clear communication, the Tradecloud platform can save you a lot of money, time and resources.
As a supplier you will receive orders from your customer in the Tradecloud platform or directly into
your existing ERP system. As a supplier you can approve or change your orders on quantity, date and
price. Any adjustments you make in Tradecloud1 Platform will automatically be processed in the ERP
system of your customer. All agreements are linked to transactions with the standard communication
functionality in Tradecloud1 Platform. These functionalities are up to date and safely stored in the
cloud. Moreover, the supply chain platform makes it possible for you to work via the platform
through free access or through integration with your own ERP system.
With the supply chain platform, you can:
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Receive orders
Confirm or change price, quantity & date
View CAD drawings or PDF specifications
Receive notifications of changes & updates
See one central view of order data between customers and suppliers
Use it everywhere, it is available on tablet or smartphone
In this manual, the functionality of Tradecloud will be explained and illustrated. If you do have any
further questions after reading this manual, please contact your customer. In case of technical issues,
you can contact Tradecloud.
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Content
Tradecloud invitation .............................................................................................................................. 3
Welcome page ......................................................................................................................................... 3
Order module .......................................................................................................................................... 4
Confirming order(line)s ........................................................................................................................... 5
1.
Confirming on order level........................................................................................................ 5
2.
Confirming on order line level ................................................................................................. 6
3.
Reconfirming ........................................................................................................................... 6
Shipments ................................................................................................................................................ 7
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Tradecloud invitation
Welcome to your customer portal. After receiving your invitation, you can click on the invitation link
in the e-mail. Sign up on portal.tradecloud.nl with your email address and create a password. Choose
a password with at least 10 characters, a capital letter and a number. Please note that you cannot
create a Tradecloud account without receiving your portal invitation.
Your Tradecloud invitation:
Welcome page
After login to the portal you will go to the home page. On this page, you can navigate to all the
available modules that your customer provides. In the next chapters the modules will be explained in
detail.
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The Tradecloud platform heeft verschillende modules. Het eerste uitgangspunt is om met orders te
beginnen. INTRODUCEREN
Order module
As a supplier, you are able to receive orders directly from the buyer’s ERP system. Suppliers can
approve or change orders or items when it comes to quantity, price and delivery time. You do need
approval from the buyer with every change you make. This solution allows you to share orders and
have the same view of order data and real-time reliability KPI's.
In the order overview, you will find all orders of your customer. These orders can have different
states. Currently Tradecloud distinguishes seven states:
1.
2.
3.
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6.
7.
Open
Inconsistent
Overdue
Confirmed
In transit
Delivered
Cancelled
: Order(line) is placed by your customer but not yet confirmed
: Order(line) is confirmed with an inconsistent date, quantity or price
: Delivery date of the order(line) is exceeded
: Order is confirmed without discrepancies
: An order goes in transit when you add the order to a shipment
: The order is received (in ERP) by your customer
: Your customer cancelled an order
The order overview is shown in the figure below:
Figure 1
The order overview has several functionalities:
1. Display the overview on order, orderline or weekly level.
2. The search engine
You can use the search engine to search on descriptions and order-, line- and item numbers.
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3. Confirming
select all of the order or order lines that you would like to confirm and press the confirm
button, the following screen appears. Press confirm when all prices, delivery times and
quantities are correct. If an inconsistency in quantity, delivery date and / or price occurs,
then confirm on order line level. See the next chapter for detailed information.
4. Printing
Press the print button to print your displayed order(line) overview.
5. Actions
Open the order and see the order(line) details or open the order to have an overview of all
orderlines.
Confirming order(line)s
As a supplier, you can confirm orders in several ways:
1. Confirming on order level
As a supplier, you have the option to confirm all orders with several order lines at once. This is an
efficient way to confirm regular orders without any inconsistencies.
When you do have an inconsistency, you can ‘open’ the order by clicking on the line in the order
overview. In this way, all order lines are displayed in the overview. You can now easily confirm a
single order line in the order as ‘inconsistent’ by clicking on the green check mark. Your client will
receive a workflow ticket and approve the inconsistency again. The inconsistency is clearly indicated
by an orange color.
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2. Confirming on order line level
When orders are displayed on order line level (or an order is expanded in the order overview), you
can confirm single or a group of order lines. To confirm order lines please click on the green check
mark in the column ‘Actions’.
Then next screen will appear to confirm the order line on quantity, delivery date and net price.
Please always check if the information is correct. Once you confirm an order line you cannot re-open
the order line (default). When the quantity, delivery date or price is incorrect you can confirm the
order inconsistently. You are required to give a reason, so your client can be informed correctly.
3. Reconfirming
After confirming an open order(line) the status changes from ‘open’ to ‘confirmed’. In practice
situations occur when reconfirming is necessary. If you would like this functionality, then you should
contact your client. Tradecloud is has an available list of free configurations, which can be configured
for your Tradecloud platform. Of course, this can only be implemented in agreement with your
customer.
The reconfirming functionality works the same as the default confirming process. Reconfirming is
available for thee status types: Inconsistent-, overdue- and confirmed orders.
SEE PAGE X FOR THE CONFIGURATIONS LIST
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Shipments
In the shipments module, orders can be created that will be delivered. Open the shipments module
to see the shipment overview.
In the shipment module three states are distinguished: open, inconsistent and completed.
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