P&G Supplier Portal Training www.pgsupplier.com Agenda 1. Introduction 2. Website Tutorial 3. Portal Tutorial 4. How to Apply for Access What is the P&G Supplier Portal? Provides relevant and useful information to our current and potential suppliers, including how we conduct business with our suppliers, purchase order management, and invoice and payment information. Info found on the Website & Portal Website (no password required) Portal (password required) General information, including: Payment information, including: • Portal information • My Invoice Search • Registration process • My Unpaid Invoice • Payment Term Policies • My Remittance Report • Invoice Requirements • My Vendor Data Details • Purchase Order Information Agenda 1. Introduction 2. Website Tutorial 3. Portal Tutorial 4. How to Apply for Access P&G Supplier Website Anyone can access this page, no password required. You can change your language settings here. If you are already registered with the P&G Supplier Portal, you can enter your username and password here. Alternatively, you can click on the Help and Access Support link to initiate the registration process. The announcements section highlights new initiatives or planned system downtimes. P&G Supplier Website We receive a lot of questions about invoicing, and to help address some of those questions, we will be covering the Invoicing option under the For Current Suppliers dropdown menu for the next few slides. Country-specific Invoicing Details P&G invoice requirements and billing addresses for every country can be accessed by clicking on the Country of interest in the map. Using Brazil as an Example In this specific example, we have clicked on Brazil. Invoicing Requirements for Brazil The invoice requirements for Brazil can be found via demos, videos, and instructions on this page. This information can be displayed in either English or Portuguese. Invoicing Support The Accounts Payable Support Center and relevant email addresses can be found here too. Simply select the country of interest from the dropdown menu to display the relevant information Agenda 1. Introduction 2. Website Tutorial 3. Portal Tutorial 4. How to Apply for Access P&G Supplier Portal Only registered suppliers can access the portal, as a password is required. To avoid compatibility issues, please use Internet Explorer to access the portal. Sign in to the portal using your username and password. Payments & Invoicing Reports For information on your P&G payments and invoices, click on the tab next to Home called Payments & Invoicing. Now you are in the area of the portal that contains training documentation, Supplier Portal contact details, and access to payments and invoicing reports. Support for Payments & Invoicing The Help button will direct you to support contacts for the Portal and training materials on how to run the Payments and Invoicing reports. My Invoice Search The Invoice Search button will direct you to the following screen, where you can search for invoices by invoice date or invoice number. Searches can be made by Invoice Date. Search by invoice number Searches can be made by Invoice Number. My Invoice Search Results The data can also be downloaded into excels for further analysis. Simply click on the Download to Excel button. The Status and Action Required fields will provide the exact status of the in transit invoices and any next steps required. My Unpaid Invoices The Unpaid Invoices report will provide visibility on all those invoices that have not yet been paid. The data can also be downloaded into excels for further analysis. Simply click on the Download to Excel button. Still can’t find your invoice? It could be due to one of the following reasons: • The invoice you are looking for does not fall within the date range selected. • The invoice is old; we only shows invoices for up to 6 months. • Invoice was recently submitted to P&G (within 10 days) and not yet appearing in the portal. Still can’t find it? Then contact our Accounts Payable Support Center. Their info can be found under the Help tab on the Supplier menu guide. Unpaid invoice updates happens every 8 hours while paid invoice updates happen every 24 hours. Remittance Report The Remittance Report provides a breakdown of payments received by P&G. Just enter the payment month in the field highlighted below. The download excel functionality is available for this report, too. Remittance Report You can expand the payment lines reported in the remittance report to view the breakdown of a specific payment. For example, if you received a payment of $10,000 that encompasses 10 different invoices, this useful functionality will allow you to match the invoices to the relevant payment. Simply click on the arrow highlighted to the left to get the breakdown of a specific payment. Alternatively, click on the Expand option to get the breakdown of all your payments. Ensure your vendor data is correct You can review your contact details for accuracy and trigger any changes, if needed. Ensure your vendor data is correct You can also add an additional vendor to your account. Just send your username and email address to your regional contact below, to confirm the additional vendor which require access. Americas: [email protected] Asia, Pacific, and Greater China: [email protected] Western Europe: [email protected] Russia, Ukraine, Kazakhstan, Azerbaijan: [email protected] Agenda 1. Introduction 2. Website Tutorial 3. Portal Tutorial 4. How to Apply for Access How to Apply for Access You can register for the portal in two ways: • Online registration (recommended option) You will need to provide a Supplier Code and Purchase Order (PO) number found on any of your P&G invoices. If you do not have both of these numbers, then you will need to complete the Manual Registration process. • Manual registration – You will need to fill out the form and return it back to us. You will need to provide a Supplier Code or PO number. Instructions for how to register both ways are included in the following slides. How To Apply for Portal Access via Online Registration You will only be able to register for the portal if you are already an existing P&G vendor. Visit www.pgsupplier.com and click on the Help and Access Support link to start the registration process. Click this link to start the Online Registration process. Here is an outline for the registration process. Click the Get Started button to continue. Enter your contact information and be sure to fill out all the mandatory fields. Follow the correct formatting for your telephone number (click the question mark for details) and include a valid email address (no address ending in @pg.com or already registered in the system). Click Next. Invoice/Payments Status Reports checkbox is ticked by default. Change Default Settings as desired. Click Next. Enter your Supplier/Vendor Code and Purchasing Document Number which is the 14 character Purchase Order Number (SAP Box – 10 digit PO Code) and Invoice Number (optional) Enter the email address of your P&G contact. If the Purchase Order Number and Supplier Code you entered are successfully validated, a popup message will appear. Click OK and you are registered. You will receive an email confirmation with your username and password within 72 hours of the Supplier Portal Team receiving your registration. How to Apply for Portal Access via Manual Registration Click on the link to open the form. Fill out all the mandatory fields on the form. Submit the completed form to the relevant email address to the left. You will receive an email confirmation with your username and password within 72 hours of the Supplier Portal Team receiving your form. Support Thank you for completing the P&G Supplier Portal training. For questions, please contact regional support.