Professional Documents
Culture Documents
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1 General questions .............................................................................................. 4
1.1 The system is logging me out automatically. Why? .................................................................. 4
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4.1 How can I edit my company informations? .............................................................................. 11
4.8 I received a message that certificates are about to expire / expired. What should I do? .... 12
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1 General questions
1.1 The system is logging me out automatically. Why?
This is due to security reasons. The automatic log-out from the system happens whenever
you stayed inactive for 30 minutes. In the bottom right corner of your screen you can see the
remaining time until you will be logged out automatically. You will not be logged out while
you actively operate in the system (e.g. by clicking).
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5. Click on Pop-ups– „Manage exceptions…“
6. Enter the supplier portal’s address, e.g. www.company.supplierportal.com. Ask your
administrator for the correct URL to use if necessary and set behavior to “allow”.
7. Click „Done“.
1.2.4 I already disabled the pop-up blocker in my browser, but the pop-ups are still not
being displayed.
Plug-ins like Google Toolbar or Yahoo Toolbar can block them, too. In case you use such a
plugin, please adjust the settings so pop-ups will not be blocked from the page
www.allocation.net/asp/astras.R6/WFE/public/master/de/DE/-/showLogin. Consult your
internal IT support for troubleshooting.
1.2.5 I receive a safety warning when I download a file from the portal.
This is a global safety setting in your browser. Please confirm this warning by right clicking on
the message to open the context menu.
1.3.1 Why do I see “unread e-mails” in the box on my “Home” site even though I already
received and read them in my inbox?
On the Home site in the portal you can see an overview of your unread messages. These
have been sent simultaneously to your e-mail address, too. Please go to “Your data” in the
menu bar – “Inbox” – “more…”. Here you can mark all the e-mails as read so they won’t be
displayed on the Home site anymore.
1.3.2 Why do I permanently receive e-mails from the system? Can I disable them?
Different kinds of information or reminder e-mails can be sent to you from the system, e.g.
status reports on your preregistered suppliers or e-mails concerning your current events.
In an event you will only receive e-mails if you’re set as the event responsible and the
event’s status is „active“.
In this case you can either set the event’s status on [closed] in the edit options on the
main sheet – you will not receive any status e-mails and the suppliers will not receive any
reminders anymore.
Or you change your role in the event and remove the option „event responsible“,
however you won’t be displayed as contact person to the suppliers.
You can also deactivate e-mails for the whole system. Go to “Your data” – “Settings” to
see all e-mails that can be sent to you from the system. Search for the subject of the e-
mail you do not want to receive anymore, e. g. “status report of your preregistered
suppliers” and check the box next to it. Save your changes with “OK”. You will not receive
status reports of your preregistered suppliers anymore.
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1.3.3 Which e-mails will be sent automatically by the system while the event status is
„active“?
These reminder e-mails will be sent automatically every day from Monday to Friday:
To all suppliers who have not looked at the event in the current round during the first 48
hours (“Reminder - Invitation to quote”).
To all suppliers who have not yet quoted four days before the current round ends
(“Reminder for RFQ/RFI”).
The event responsible receives an overview with their current events and committed quotes.
One day after the last round ended the event will automatically be set “offline” and
“closed”. For this the event responsible receives an automatic information e-mail, too.
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2 Questions on suppliers
2.1 I can’t see the event.
The event is closed already
Is the event already closed you will not find it on the home-page. In this case you have to
switch to the events tab and switch the status filter to „all“. After that you will see the event
in the list.
Another contact person is invitet to the event
Only the contact person that is invited to the event will be able to see it. If you colleague
receives the invitation he needs to login with his account to see the event (in this case you
will not see the event on your own account).
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If you open the event you will find a „export“ and „ create new quote“ button on the main
sheet.
Click “export” to download the quotation form and the RFQ documents. Save the quotation
form at your hard drive and fill in all required informations.
To import the filled quotation form again you need to click „create new quote“. After that
you switch to the first sheet in the “place quote” section of the navigation menu. Now you
can click the actions menu (upper right corner) and choose “import a quote”.
If you didn’t change the file structure and considered all presets, the system will import your
quote. You can take a look at the presets in the “read first” tab of the quotation form.
If all informations are entered you can click „commit quote“. If you don’t want to commit yet
you can “save quote temporarily” – in this case you can make additional changes and
commit it later at any time.
You can also enter your quote directly into the system (without the quotation form):
1. Open the event.
2. Click „create new quote“.
3. Select the first sheet (second/third and so on) in the „place quote“ section and fill in all
required informations. Mandatory fields are marked in yellow.
If all informations are correct you can „commit quote If you don’t want to commit yet you
can “save quote temporarily” – in this case you can make additional changes and commit it
later at any time.
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2.7 How can I send an email in the system?
1. Open the event.
2. Click on „Messages“ in the navigation menu.
3. Click “new” a pop-up will open.
4. You can select the recipient, define a subject, add an annex and edit your text. Multiple
recipients can be marked by using the Ctrl-button.
5. Click „Ok“ to send out the email.
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3 Questions regarding registration/login
3.1 I forgot my user name and/or password.
Click „forgot password“ to receive new login informations. Enter the email address of the
registered account and the captcha – confirm with OK. You will receive an email with a link
to generate a new password. It’s recommended to copy the password in the email and not
to write it (please make sure that you don’t copy a “blank character”).
3.2.1 I receive the message that the entered user name or password is invalid.
Click „forgot password“ to receive new login informations. Enter the email address of the
registered account and the captcha – confirm with OK. You will receive an email with a link
to generate a new password. It’s recommended to copy the password in the email and not
to write it (please make sure that you don’t copy a “blank character”).
3.4.2 You finished the registration but the confirmation (of the buyer) is still missing:
If you finished the registration recently you have to wait until the confirmation of a buyer.
This can take up to 1-2 days. After the confirmation you will receive your user name
automatically (your password was defined by you during the registration).
3.4.3 No one requested you to register on the portal but you did receive an invitation for
an RFQ:
If you did receive an invitation email please click on the link in the email. You will be
forwarded to the login page and can use the “forgot password” function to get your login
informations.
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4 Questions regarding data administration or user management
4.1 How can I edit my company informations?
Logon the portal. Click “your data” – “company”. Now you can edit your company data,
company informations, documents, certificates, classifications and contact persons.
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4.7 What is a DUNS-Number?
The D-U-N-S® Number (Data Universal Numbering System) of Dun & Bradstreet is used to
identify each company witch a unique number.
If you don’t know your DUNS you can inquire it per phone or email. The contact informations
can be found at www.upik.de (Germany), http://www.upik.de/en/ (worldwide). If your
company doesn’t have a DUNS number you can request one.
4.8 I received a message that certificates are about to expire / expired. What should I
do?
You receive this message because at least one of your certificates is about to expire /
expired. The message is a reminder for you to update this certificate. You can do that as
follows:
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