wbscm web-based supply chain management ra training guide has been developed to assist our...
TRANSCRIPT
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WBSCM
Web-Based Supply Chain Management
RA Training Guide has been developed to assist our recipients in utilizing USDA’s online ordering program
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Help Desk Hours: 8:00 AM to 6:00 PM Eastern Time
Help Desk Contact Information
Phone: 877-WBSCM-4U or 877-927-2648Email: [email protected]
WBSCM Help Desk Contact Info
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ITS Service Desk at 800-457-3642OR
Help Desk Hours: 8:00 AM to 8:00 PM Eastern Time
eAuth Help Desk Info
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WHEN THE STATE SETS UP YOUR WBSCM ACCOUNT
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YOU WILL RECEIVE THIS EMAIL – Check SPAM
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Didn’t Receive the Email? Check Spam or Contact Your IT
Dept and ask them to make sure this email address is allowed
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STEP 1
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Click on “Level 1 Access”
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Create your Password
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Create Your eAuth Account
Continue
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Click “Submit” Button
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Check Your Email
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No need to print. Your account has been created
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You Will Receive a 2nd Email
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Didn’t Receive the Email? Check
Spam or Contact Your IT Dept .
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Your Account Has Been Activated!
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STEP 2 – Go Back To The First Email
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Enter the eAuth USER ID and Password You Just Created
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Click “Accept” and “Submit”
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Congratulations! You’ve Made it into WBSCM!
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Click on Compatibility View
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Add Website
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Disable Pop-Up Blocker
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If need :MS Internet Explorer 8 Compatibility & Disable Pop-Up Blocker
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CHECKING FOR NEW CONTENT – If the Little Dot is Green – There’s New Info
News and Announcements from USDA –If Dot is Orange
There’s New Info
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Important – Complete this
section to receive Hold/Recall
Announcements
Very Important – Review and Update Your User ProfileThis Message will Appear After You
Click “Update”
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Managing Users
If You Create a Portal Favorite – You’ll Only Need
to Click Once!
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Create Portal Favorites
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CLICK “Expand” Button
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Portal Favorite Creation Completed
“Manage Users” Portal
Favorite
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Update User
Email & Last Name Must
Match eAuth Account
Click on the box next to the person’s name and their information will appear below
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MAKE SURE ORG ADMIN & ORDER MANAGER ARE IN CURRENT ROLES
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If Order Manager Isn’t in “Current Roles” – Add it
“User Updated Successfully” will Appear After “Save”
Button is Clicked
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ADMIN DATA TAB
NEVER LOCK USER
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UPDATING eAUTHENTICATION ACCOUNT
WBSCM LINK http://www.usda.gov/wbscm
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UPDATING eAUTHENTICATION ACCOUNT
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Click on Update your account before logging in
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Enter User ID – Password and click login
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Click on Home and then select task
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Fill in all required info and click submit
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Last Name Must Match
eAuth Account
Email Must Match eAuth
Account
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Account has been update click OKUPDATING eAUTHENTICATION ACCOUNT
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Click Logout
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Click OK – Update finished
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SETUP WBSCM ACCOUNT FOR YOUR STAFF
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Manage Users Will Display the People that are Assigned to Your District in WBSCM
If You Created a Portal Favorite – It’s Just One
Click!
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Creating a New User
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Creating a New User – Personal Data Tab
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Email & Last Name Must
Match eAuth Account
Creating a New User – Personal Data Tab
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Creating a New User – Role Data Tab
Make Sure to Add Order Manager & Org Admin
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Email sent to user automatically
Email Automatically Sent to New
User
NEVER LOCK USER
Creating a New User – Admin Data Tab
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User Created Successfully
This Message Will Appear
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NEW USER WILL RECEIVE EMAIL
THE NEW USER WILL START AT SLIDE 6
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Finding Entitlement
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CREATING PORTAL FAVORITES
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For non-seamless Summer Feeding SFSP
Enter Program & Program Year
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SCROLL RIGHT
Entitlement/Bonus Summary Report
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Entitlement/Bonus Summary Report Details
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Entitlement/Bonus Summary Report Details
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Entitlement/Bonus Summary Report DetailsPage 2 has the Info.
You Can Save or Print the Report
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Creating an Order for Delivery to Sysco Warehouse
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Fill out Spreadsheet then print and have it ready when you login to WBSCM
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Domestic Order Entry
Select:» NSLP»Direct Delivery»Category (Meat, Grain, etc.)»Entitlement or Bonus
If You Created a Portal Favorite – It’s Just One Click!
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Select All to ensure you view all the
items
Select “All” to View All Items in the Catalog
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DON’T ENTER
ANYTHING HERE!
Select Shopping Cart Icon
Select Shopping Cart Icon
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Enter Quantity & Move to Cart
Enter Quantity & Move to Cart
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You Can Continue Adding Items To Your Cart ( Slides 58 & 59) Or Click View Cart To Process Order
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To Expand the View
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Click hide navigator button to hide this view.
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Changing Deliver Location
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You Must Change the Delivery Location!
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Make Sure the Delivery Location is Correct!
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For Deliveries to the Sysco Warehouse – Change Default Delivery Location
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Update Delivery Location for Items
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After Changes Are Made – Click “Update”
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Update “Quantity” or Change “User Status” in Cart
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After Changes Are Made – Click “Update”
You Can Change the Quantity.
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To Delete an Item in the Cart
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After Changes Are Made – Click “Update”
To Delete Items Click in The Appropriate Box
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Expand Information for All Items in the Cart
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To Expand All of the Items Info
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Expanding Lines will Show Info for Each Item in the Cart
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View and select a different delivery location
To Change Quantity
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Double Check the “Delivery Point” and Place Order
Click on the Expand All Button
Double Check the Delivery Locations!
Clicking the “Save” Button Places the Order
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Changing Status to “Ready for Approval”
Click OK– to Process your Order
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Confirmation of Receipt
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Is Everything Correct? If Not, You Must Contact FDP to Send the Order Back to You. Make Sure You Have the Order Number
Print the Confirmation Page For Your Records
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Creating an Order for Delivery to a Processor
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Domestic Order Entry for Processing
If You Created a Portal Favorite – It’s Just One Click!
Select:» NSLP»Processing Diversion»Category (Dairy, Meat, etc»Entitlement or Bonus
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Select All to ensure you view all the
items
Select “All”
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Select Shopping Cart Icon
Select Shopping Cart Icon
DON’T ENTER
ANYTHING HERE!
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Enter Quantity & Move to Cart
Enter Quantity & Move to Cart
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Sending Item to One Processor
Select Shopping Cart Icon
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To Expand View
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Hide Navigator
Button
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Set “Delivery To” Location
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Set Delivery To Location
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FDP Spread Sheet for “Delivery To” LocationThe Spread Sheet is Located on the FDP Website look for “Delivery To Location” Spread Sheet
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Select Default Delivery
Use FDP Spreadsheet to Select Correct Delivery Location
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Click on the “Deliver To” Button, then Click Update, then Click Order
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Double Check the Deliver to Section and Order
Double Check the Deliver To Location, the Quantity, the Product Code, and the User Status is Correct
Click the Expand All Button to see your Order before Hitting the Order Button
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Completing Order
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Confirmation of Receipt
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Order Confirmation Number
Print the Confirmation Page For Your Records
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Creating a New Order
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Creating a New Order
This Screen will Appear After Clicking Domestic Order Entry
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Domestic Order Entry for Processing
Select:» NSLP»Processing Diversion»Category (Dairy, Meat, etc»Entitlement or Bonus
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Select All to ensure you view all the
items
Select “All”
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Sending Item to Multiple Processors
Select Shopping Cart Icon
DON’T ENTER
ANYTHING HERE!
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Enter Quantity & Move to Cart
Enter Quantity & Move to Cart
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Sending Item to Multiple Processors
Select Shopping Cart Icon
DON’T ENTER
ANYTHING HERE!
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Enter Quantity & Move to Cart
Enter Quantity & Move to Cart
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Expand View
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To Expand View
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Click “View Cart” To Process Order
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This Screen will Appear after Hiding Pane
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Change Delivery Location!
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To Expand All of the Items Info
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Update Delivery Location for Items
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Change Delivery Location to Correct Processor
Change Delivery Location to Correct Processor
Then Click Update
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Make Sure Everything is Correct and Click Order
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Completing Order
Click OK to Complete Order
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Confirmation of Receipt
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Print the Confirmation Page For Your Records
Is Everything Correct? If Not, You Must Contact FDP to Send the Order Back to You. Make Sure You Have the Order Number
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Running Reports
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Requisition Status Report
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Requisition Status Report
Enter NSLP and Dates – Then Click “Execute”
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Requisition Status Report
SCROLL RIGHT108
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Requisition Status Report
Each Column can be Sorted Ascending or Descending
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Requisition Status Report Settings
You can modify your report view to show only the columns you need to see. Remove columns you don’t need to see and Add columns you want to see on your report. To view how this would look, click the “Settings”
Button.
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You can also change the sequence of the columns by highlighting the column and shifting up / down. Once you have the report with the columns you want, you should click “Save as”. so you can always access this view.
Requisition Status Report Settings
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Enter a view name in the Description field. If you click the initial view then this is the view that will appear every time you run the report. If it’s not the initial view, you can select the view from the report.
Requisition Status Report Settings
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Requisition Status Report Settings
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Requisition Status Report Settings
Here’s Where You Find Your Custom Req Status Report
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Requisition Status Report
Too Much Info?! Click the “Print PDF Output” Button
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Requisition Status Report
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Requisition Status Report
You can Print or Save this Report
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