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SynerTrade: Quick Reference Guide

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SynerTrade: Quick Reference Guide E.ON s eSourcing Application SynerTrade. SynerTrade: Quick Reference Guide First Steps Access and Invitation You received ... – PowerPoint PPT presentation

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Title: SynerTrade: Quick Reference Guide


1
SynerTrade Quick Reference Guide
  • E.ONs eSourcing Application SynerTrade.

2
First Steps Access and Invitation
  • You received three emails
  • Email with your login data
  • Email with your password
  • Email with the invitation to an E.ON project

Please login with your email address and password
(https//eon.synertrade.com).
3
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. Dont
forget to save your edited data when changing the
tab.
4
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.
5
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.
6
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).
7
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.
8
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.
9
Editing a project Online or Offline
edit offline
edit online
You can edit the tender elements online and
offline in excel. 1. Editing online Enter your
prices or responses here. Dont 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.
10
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.
11
E.ON contact persons
Technical queries to SynerTrade Please send an
email to strategic-sourcing-bpm_at_eon.com Professio
nal, content queries Please contact the project
lead (see slide 5.)
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