UserManual 2relation EN PDF

fromquotationtobusinessrelation
fromquotationtobusinessrelation
USERMANUAL
Version1.129.12.2010
SelectedServicesGmbHChandraHIE
Approvalby:ChandraHie,SelectedServicesGmbH
Classification:14
SelectedServicesBeratungsVertriebsundBeteiligungsgesmbH.yA1120Vienna,AltmannsdorferStrae91/19
Phone+43(1)8049080yFax+43(1)804908099yEmail:office@pool4tool.comyInternet:www.pool4tool.com
Bank:SparkasseBadenyBLZ:20205yaccountno.:1500004625yBIC:SPBDAT21yIBAN:AT252020501500004625
General Manager: Thomas Dieringer y Reg No : FN 64149m y UID No : ATU42754907
1/1

from quotation to business relation
Tableofcontents
1
2
Versionhistory..............................................................................................................................................4
Introduction..................................................................................................................................................5
2.1
Whatis2relation.com?........................................................................................................................5
2.2
Businessvaluesforbuyersandsuppliers.............................................................................................5
2.2.1 Valuesforbuyers..............................................................................................................................5
2.2.2 Valuesforsuppliers..........................................................................................................................5
3 2relation.comApproach...............................................................................................................................6
3.1
Step1Registeryourcompany..........................................................................................................6
3.1.1 Registeryourcompany.....................................................................................................................7
3.1.2 Registeryourkeycontactpersonofyourcompany........................................................................9
3.1.3 Activateregistrationnotificationemail........................................................................................10
3.2
Step2Defineyourbusinessprofiles................................................................................................11
3.2.1 Step1Completeyourcompanyprofilesdetails.........................................................................11
3.2.2 Step2Searchforpartners...........................................................................................................13
3.2.3 Step3Createyournetworklistandtagging...............................................................................14
3.3
Step3Realizeyourbusinessvalue.................................................................................................14
3.4
Step4Sustainyourbusinessvalue..................................................................................................14
4 Manageaccounts........................................................................................................................................15
4.1
Addnewusertoaregisteredcompany.............................................................................................15
4.2
Changinguseraccounttoadministratoraccount..............................................................................17
4.3
Changingandresettingpassword......................................................................................................18
4.3.1 Changeyourpasswordafterlogin.................................................................................................18
4.3.2 Resetyourpasswordwhenyourememberyourusernamebutforgotyourpassword................19
4.3.3 Usinganadministratoraccounttoresetpassword.......................................................................21
4.4
Updating/changingcompanyslogo..................................................................................................23
4.5
Updatingcompanyinformationdetails.............................................................................................24
5 Profilesupdating.........................................................................................................................................25
5.1
AddorremoveeClass,TechnologiesorUNSPSCcategorization.......................................................25
5.1.1 AddingeClass/Technologies/UNSPSCCategory............................................................................25
5.1.2 RemovingeClass/Technologies/UNSPSCCategory.......................................................................27
5.2
Updatingcompanyprofiledetails......................................................................................................28
5.2.1 Updatingcompanysgeneraldetails..............................................................................................28
5.2.2 UpdatingcompanysKeyFacts.......................................................................................................30
5.2.3 UpdatingStatisticsfieldbox............................................................................................................31
5.3
Howtohide/showfieldboxforcustomizedview............................................................................33
5.3.1 Collapsingfieldbox.........................................................................................................................33
5.3.2 Expandfieldbox..............................................................................................................................34
5.3.3 Hidefieldbox..................................................................................................................................35
5.3.4 Showfieldbox.................................................................................................................................36
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5.4
Movingfieldboxesposition...............................................................................................................37
5.5
Add/RemoveCommodityto/fromyourprofiles..............................................................................39
5.5.1 Addingcommoditytoyourprofiles...............................................................................................39
5.5.2 RemovingCommodityfromyourprofiles......................................................................................41
5.6
Addandremovecompany/partnerto/fromyournetwork..............................................................42
5.6.1 Addingcompany/partnertoyournetwork...................................................................................42
5.6.2 Removingcompanyfromyournetwork........................................................................................44
5.7
Howtocheckyourprofilecompleteness...........................................................................................46
6 SearchFunctions.........................................................................................................................................47
6.1
Performingbasicsearch.....................................................................................................................47
6.2
Performingextendedsearch..............................................................................................................50
6.3
Searchagent.......................................................................................................................................53
6.4
PowerSearch......................................................................................................................................55
7 Viewingprofileversion...............................................................................................................................56
7.1
Viewingownsprofileversions...........................................................................................................56
7.2
Viewingothersprofileversions.........................................................................................................57
8 2relation.comsourcingmodule..................................................................................................................58
8.1
Introductionofsourcingmodule........................................................................................................58
8.2
CreatingapublicRFQ.........................................................................................................................59
8.3
RespondingtoapublicRFQ...............................................................................................................63
8.4
Sortingandfiltering/searchingpublicRFQs.....................................................................................64
9 Privacysettings...........................................................................................................................................66
9.1
Standardusersgroups........................................................................................................................66
9.2
Defaultsettings..................................................................................................................................66
9.3
Changingyourdefaultssettings.........................................................................................................69
10
ExportyourcontactsintovCard/Outlookcontact................................................................................71
11
UserControlPanelsettings....................................................................................................................74
12
Officeandcontacts.................................................................................................................................77
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Versionhistory
Version
Date
Editor
Comment
1.1
29.12.2010
ChandraHIE
Changeofservices:freepremiumservicestoallusers
1.0
22.09.2010
ChandraHie
Firstversion
4/4

Introduction
2.1
Whatis2relation.com?
2relation.comistheonlypubliclyavailable,onlinebuyerandsupplierplatformthatprovidesdetailedinfor
mation on your prospective business partners, e.g. sales data, manufacturing technologies, certificates,
DUNSnumbers,eCl@ssclassifications,machinery,orminimumrevenue.Withspecificfeaturestoshareand
searchforinformation,2relation.comenablesbothsuppliersandbuyerstointeract360degreeamongtheir
networkandgetintouchwithprospectiveclientsandnewbusinesspartners.
2.2
Businessvaluesforbuyersandsuppliers
2.2.1
Valuesforbuyers
Inmorethan15yearswehavelearnedtounderstandbuyersspecificneeds.Withitsuniquefunctionalities,
2relation.comisdedicatedtosupportbuyersinsearchingandprequalifyingnewsuppliersbasedontheir
specificmaterialgroupstructures.Asaresult,theleadtimeoftheoverallsupplierselectionprocesscanbe
significantlyreduced.
Notonlydoestheplatformprovideaplacetomakepowerfulconnectionstolikemindedbuyersandpros
pectivecollaborationpartners,italsoenablesyoutoreachouttoalargenumberofqualifiedsuppliersand
toimmediatelyevaluatetheirabilitytomeetyourrequirements.2relation.comsupportstherelationship
buildingandcontinuousworkwithallyourbusinesspartners.
Youraddedvaluesasregisteredbuyer:
1.Functionality:Professionalizesupplierselectionprocesses
2.Efficiency:Reduceexpendituresoftimeandcost
3.Community:Bepartoftheglobalbuyercommunity
2.2.2 Valuesforsuppliers
Inordertosurviveandexpandbusinessintodayscompetitiveandglobalizedmarkets,findinginnovativeyet
efficientwaysofstrengtheningthemarketpositionisamustforeverysupplier.Expandingabusinessbeyond
longestablishedboundariesintotheregionaland/orglobalmarketsopenssignificantlymoreopportunities
torunabusinesssuccessfully.
2relation.com provides you with a global platform to boost your business, yet at the same time, minimize
yourcosts.Yoursupplierprofileisthekeytoestablishingnewbusinesscontacts.Asamemberoftheplat
form,youwillkeeptrackofthevisitorstoyourprofilesiteandgaininformationonthespecificcompetencies
theyarelookingfor.Findingprospectivecustomersisthateasy.
Youraddedvaluesasregisteredsupplier:
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1. Businessopportunities:Expandyourbusinessandrevenues
2. Profitability:Saveyourresourcesandcosts
3. Networking:Enhanceyourglobalnetwork
With the services available being free of charge, 2relation.com provides a powerful business platform to
developyourbuyerandsuppliernetworksystematically.
2relation.comApproach
Thesummaryof2relationprocessisillustratedinFigure3.1.Toreapmaximizedvaluesforyourcompany,it
isrecommendedtofollowtheprocessesdescribedinthefigure.
Registeranaccountat2relation.com:buyerorsupplierorboth
Register@ Completecompanysgeneralinformation,e.g.industry,DUNS,keyfacts
2relation
Complete
business
profiles
Realize
business
values
Sustain
business
values
Completecompanysprofiledetails:statisticsofsales/employees,categorization
(eClass/UNSPSC/Technologies),shareholders,productsinformation,technicaldetails,
certifications,qualitymanagementsystem,logistics,environment.
Connecttopotentialpartners(buyer/supplier)usingsearchfunction
Createsearchagent,powersearchtoletSearchEnginefindrightcustomersand
suppliers
UtilizepublicRFQ/auctiontoreachoutto>40,000qualifiedsuppliers
Continuallyupdateprofiledetails
AnalyzemarketusinginformationgatheredfromPowersearch &SearchAgent
OptimizepurchasingprocesseswithPOOL4TOOLSRMSuites(thatisintegratedwith
2relation.com)
Figure3.1:summaryof2relationprocess
3.1
Step1Registeryourcompany
Registrationwith2relation.cominvolvesthreesteps,asfollow:
Registeryourcompany
Registeryourkeycontactpersonofyourcompany
Activateemailregistratonnotification
Toselfregisteryourcompany,clickonSignupnowforfree!onthe2relation.comhomepage(Figure3.2).
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Figure3.2:Signuppage
3.1.1 Registeryourcompany
Youonlyneedtocompleteyourbasiccompanyinformationandsomekeyfactsaboutyourcompany.You
must complete all mandatory fields, which are marked by asterisks. Basic company information including
address,timezone,contactnumberandemailmustbefilledup(Figure3.3).Companykeyfacts,e.g.indus
try,legalform,numberofemployees,revenuemaincurrencyandcompanystatusalsomustbecompleted
(Figure3.4).Finally,youneedtoacceptTermsandConditionstoproceedwiththeuserregistration(Figure
3.5).
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Figure3.3:Companyinformationfields
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Figure3.4:Companykeyfacts
Figure3.5:AcceptanceofTerms&Conditions
3.1.2 Registeryourkeycontactpersonofyourcompany
Inthisstep,youshouldcompletethekeycontactpersonofyourcompanywhowillinteractwithothercom
paniesinthemarketplace.Itisimperativetokeepthecontactdetailsasaccurateanduptodateaspossible.
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Figure3.6:creatingusername
3.1.3 Activateregistrationnotificationemail
Anemailwillbesenttoyourregisteredemailaddress.Toactivateyouraccountat2relation.com,youneed
toclickontheactivationlink.
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Figure3.7:EMailactivationlink
Upon activation, you must complete your companys profile details in order to reap the full benefits of
2relation.commarketplace.
3.2
Step2Defineyourbusinessprofiles
Therearethreestepsneedtobecompleted:
Step1Completeyourcompanyprofiledetails
Step2Searchyourpotentialpartners,i.e.supplierorbuyer
Step3Createanetworklistandgroupyourcontacts
3.2.1 Step1Completeyourcompanyprofilesdetails
Toreapmaximumbenefitsofbeingamemberin2relation.com,itisimperativetomaintainuptodatepro
filesdetails.Theprofiledetailscontaininformationthatareextremelyusefulforyourpotentialpartners(e.g.
buyer)tounderstandyourcompaniesattheirfingertip.
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Figure3.8:Profiletab
Thereare9sectionsofprofilesdetailsthatneedtobecompleted:
Categorization:
o UNSPSC:TheUnitedNationsStandardProductsandServicesCode(UNSPSC)providesanopen,
globalmultisectorstandardforefficient,accurateclassificationofproductsandservices.
o eCl@ss:eCl@ssisEuropeandefactostandardforproduct/serviceclassification.eCl@ssis
widelyusedinGermany,especiallymanufacturingindustry.
o Technologies:Thisfieldboxreferstothecapabilitiesyourcompanyhaveintermoftechnologies
capabilitiesandcapacity,e.g.ifyourcompanyiscapableofreactioninjectionmolding(RIM,
RRIM)withweight>100KgorCoatingvarnishingfluidphase,youmayassignitintothiscatego
ry.
AssigningCategorizationtoyourcompanywillenablePowerSearchtoautomaticallymatchyourcompa
nywithothersaspotentialpartners(supplier/buyer).
Generaldetails:Generalinformationincludingcompanygroup,revenue,top5suppliers,top5customers,
top5marketsprovidevalueaddforyourpotentialpartners(Refertofigure3.9).
Ownership:Thissectionentailsinformationrelatingtotheshareholdersofthecompany.
Products:Thissectionentailsinformationaboutyourcompanysproducts,e.g.quantityperyear,dimen
sion,capacity,etc.
Technical:Thissectiondetailsinformationaboutyourcompanyscapabilityandcompetency.
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Certificates:Thissectiondetailsaboutcertificatesyourcompanyhaveattained.Attachingcertificates
intoyourprofileswillboostyourcompanyscredential,henceimprovingyourchanceofnetworkingwith
morepotentialbuyers.
Quality:Qualityisofutmostimportanttoallbuyers.TheQualitysectionentailsinformationaboutquali
tymanagementrelatedissuesyourcompanyhas.Attachingqualityrelatedcertificatescanprovideaddi
tionalcredentialofyourcompany.
Logistics:Thissectionprovidesinformationaboutlogisticalstandardsusedbyyourcompanysuchas
Edifact,Justintimeinventory,VMI(vendormanagedinventory).
Environment:Thissectiondetailsinformationrelatingtoenvironmentalissues.Asbusinessbecomes
increasinglyawareofgoinggreen,itcanbecrucialforsomepartnerstoworkwithenvironmental
committedsuppliers.Thissectionwillhelpyouprovidedetailsaboutyourenvironmentalmanagement
issues.
Figure3.9:Profiledetails
Section5Profilesupdatingprovidesstepbystepguidanceonupdatingprofiledetails.
3.2.2 Step2Searchforpartners
TheSearchfunctionalityisaverysimpleyetpowerfulengine.TheGooglelikesearchfunctionalitywillhelp
simplifyyourjoboffindingcompaniesthatmightbeofinteresttoyou.
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Forexample,ifyouwanttosearchcompaniesthatmanufacturemouldandarenotlocatedinEurope,you
can simply enter mould Europe in the search field. The search results will display be a list of moulding
companiesexceptthoselocatedinEurope.
Refertotosection6onhowtoperformsearching.
3.2.3
Step3Createyournetworklistandtagging
Youareabletocreatealistofcompaniesandassignanametothelist.Forexample,ifyouwanttogroup
yourpreferredpartnersintoonelist,youcancreatealistofpreferredpartners.Youcanthenaddallyour
preferredpartnersintothispreferredpartnerslist.
In addition to assigning lists names, you can also assign tags and commodities. Tags and Commodities are
usedinconjunctiontofilterand/orcategorizesuppliersinyournetwork.Ifyouwanttocategorizeyourpre
ferredpartnersaccordingtotheirsupplycategories,e.g.InjectionMoulding,youcancreateCommodities
ofInjectionMouldingandtagitby,forexample,Injection,MouldingandChina.
Refertosection5onhowtoadd/removeacompanyto/fromyournetworklist.
3.3
Step3Realizeyourbusinessvalue
Aftercompletingyourprofilesandgeneratingyourlistofcontacts,yournextstepistoperformcompetitive
marketanalysisandsearchforpotentialpartners,betheysuppliersorbuyers.Thefollowingtoolsallowyou
toconnectwiththerightpartners:
Extendedsearch&SearchAgent:Extendedsearchallowyoutoperformcomprehensivesearches
basedoncriteriadefined.ThecriteriadefinedcanalsobesavedintoanagentcalledSearchAgent.
SearchAgentwillalsoautomaticallymatchyourdefinedcriteriaonnewlyregisteredsuppliers.
Shouldthematchoccur,itwillnotifyonthestartpageof2relation.
Sourcingmodule(poweredbyPOOL4TOOL):YouareabletogenerateRFQaswellasprovidequota
tiontopublicRFQ.Ifyouintendtopublishpublicauction,youmusthavelicensewithPOOL4TOOL.
YourpublicRFQwillbeabletotaponover40,000qualifiedsuppliersin2relation.commarketplace.
PowerSearchallowsyoutomonitor
o whorecentlyvisitedyourprofile
o whoseprofileyourcompanyvisitedrecently
o whorecentlyclickedonyourcompanyhomepage
o whoofferswhatyourcompanyislookingfor
o whoarelookingforyourcompanysoffers(publicRFQ
3.4
Step4Sustainyourbusinessvalue
Itisimperativetomaintainuptodateinformationofyourcompany,letalonethecontactper
son.Forexample,whenyourcompanyobtainedanewcertificate,itiscrucialtoupdateiton
2relation.Yourcurrentandpotentialpartnerswillbeabletoseethechanges.Youwillhavea
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betterchancetotofoundbyabuyerinthecaseapotentialbuyerlooksforasupplierwhohas
certaincertificatesthatyourcompanyhavejustuploaded.
4
4.1
Manageaccounts
Addnewusertoaregisteredcompany
Whenyousetupanaccountwith2relation.comforthefirsttime,twoaccountsarecreatedoneafteranoth
er:
Companyaccount
User/staffaccountattachedtothecompany
By default, the first user of a company account is an administrator account. Using your administrator ac
count,youareabletoperformadministratorfunctionssuchasaddingandremovingstaffmember,changing
companylogo,resettingpassword,amongothers.
Toaddanewuser,followthestepsbelow:
Logonto2relation.complatformusingyouradministratoraccount
Clickondropdownbuttonnexttoyourname.Then,clickontheleftbuttonnexttoAdministrator,and
clickonStaff(Figure4.1)
Figure4.1:ManageStaffmenu
Clickonthe
signonthebottomleft(Figure4.2)
Figure4.2:Thispageappearsafterclickingon`ManageStaff
15/15

Completethefieldsillustratedinfigure4.3
TickonMemberwillreceivenotificationsandMemberisallowedtologin,whichwillexpandthe
fieldtext
Figure4.3:Newusercreationform
Enterusernameandpasswordintheexpandedfieldtextsofusernameandpasswordrespectively.And
thenconfirmthepasswordandretypeyourpassword
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Figure4.4:Entertheusernameandpassword
Scrollthepageupandclickonthecheckbuttontosavethechanges.
Figure4.5:ClickingonSavebutton(
button)
Thenewlycreateduserwillbenotifiedviaemailnotifyingtheusertoactivatehis/heraccount(Figure
4.6).He/shemustclickontheactivationlinktoactivatehis/heraccount.Thisstepmarksthecompletion
ofuserregistrationprocess.
Figure4.6:Registrationnotificationemail
4.2
Changinguseraccounttoadministratoraccount
Acompanycanhavemorethanoneadministratorsaccount.However,whenauseriscreatedfromanad
ministratoraccount,theaccounttypeisanormalusertype.Ifyouwanttochangethisnewlycreateduser
17/17

account to administrator account, you need

atonlinesupport@2relation.comororcallus(Section11).
4.3
to
contact
2relation.com
support
Changingandresettingpassword
Therearefewscenariosrelatingpasswordchange/reset:
Youwanttochangeyourinitialpasswordafterreceivinganinvitationemailcontaininginitialpassword,
e.g.invitationfrom2relation.comoryouradministrator.
Youwanttologonbutyouforgotyourpasswordbutyoustillrememberyourusername.Inthiscase,you
needtoresetyourpasswordpassword.
Youwanttologonbutyouforgotbothusernameandpassword,andyouraccountwasregisteredbyan
administratoraccount.Youcancontacttheadministratorusertoreset/changeyourpassword.However,
toretrieveyourusername,youneedtocontact2relation.comsupportatonlinesupport@2relation.com.
Youaretheadministratorofyourcompanyaccountandyouforgotbothusernameandpassword.Inthis
case,youneedtocontact2relation.comsupportatonlinesupport@2relation.comtoretrieveyouruser
nameandpassword.
4.3.1 Changeyourpasswordafterlogin
Tochangeyourpassword,followthestepsbelow:
Logonto2relation.com
Clickondropdownbuttonnexttoyourname(Figure4.7)
ClickonthearrowbuttonnexttoAdministrator
ClickStaff
Figure4.7:Managestaffpage
Clickon
button(pencilbutton)toedityourdetails(Figure4.8)
18/18

Figure4.8:Editingyouraccountinformation
ScrolldowntoPasswordandRetypePasswordfields.Typethenewpasswordandthenconfirmyour
newpassword(Figure4.9)
Figure4.9:Passwordchangingfields
Scrollupthepageandclickon
(checkbutton)tosavechangesmade(Figure4.10)
Figure4.10:Savebutton
Yournewpasswordwilltakeeffectimmediately.Youcanlogoutandloginagainusingyournewpassword.
4.3.2
Resetyourpasswordwhenyourememberyourusernamebutforgotyourpassword
19/19

ClickonAccountshelpbelowtheloginboxonthe2relation.comhomepage(Figure4.11)
SelectLostPasswordfromtheTypeofrequestdropdownmenuandtypeinusername(Figure4.12)
ClickRequestbutton(Figure4.12).Youwillreceiveanemailfrom2relation.comcontainingchanging
passwordlinksenttoyourpreregisteredemailaddress(Figure4.14)
ClickontheURLlinkandpasswordchangingpagewillopenup(Figure4.15).Enteryournewpassword
andclickonChange.Whenfinished,youmayloginusingyournewpassword.
Figure4.11:Resettingpassword
Figure4.12:Requestingyournewpasswordbyenteringyourusername
Figure4.13:Notificationofemailcontainingalinktochangepassword
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Figure4.14:Passwordresetnotificationemail
Figure4.15:Changingpasswordpage
4.3.3 Usinganadministratoraccounttoresetpassword
Ifauserofyoursforgetshis/herusernameandpassword,youcanuseyouradministratoraccounttoreset
his/herpassword.
Logonusingyouradministratoraccount
Clickonarrownexttoadministratorintheuserfieldbox,thenclickonStaff(Figure4.16)
Clickon toentereditmodeontheuserboxoftheuserwhosepasswordneedstobereset(Figure4.17)
Typeandretypethenewpassword(Figure4.18)
Clickonsavetoconfirmthenewpassword(Figure4.19)
Contact2relationsupporttoretrievetheusernameatonlinesupport@2relation.comorcallsupport(re
fertosection11forcontactdetails).
Figure4.16:ManageStaffpage
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Figure4.17:editmodeofauseraccount
Figure4.18:changingpassword
22/22

Figure4.19:Savetoconfirmthenewpassword
4.4
Updating/changingcompanyslogo
Itisimperativetouploadyourcompanyslogoin2relationto:
createbrandawareness/recognitionofyourcompany
promotebusinessinthemarket
provideuniqueidentityofyourbusinessinthisglobalizedmarketplace.
Tochange/updatecompanyslogo,followthestepsbelow:
Onthemenubar,clickonProfilemenu
HoveryourmouseovertheNoLogoStoredfieldboxuntilpencilbuttonappears(alsoknownasedit
mode)
Clickon (pencilbutton)touploadyourcompanylogo.TheUploadPictureboxwillappear(Figure4.20)
Clickon tobrowseyourcompanylogopicture(Figure4.21)
ClickonUploadtouploadthecompanylogo(Figure4.22)
Ifyouneedtochangeyourcompanylogo,simplyclickon
essofuploadingcompanylogo.
button(Figure4.23).Followthesameproc
Figure4.20:Editingcompanyslogo
23/23

Figure4.21:Uploadingapicture
Figure4.22:Companylogouploaded
Figure4.23:Removingcompanylogo
4.5
Updatingcompanyinformationdetails
Companyinformationisthebasicinformationthat,bydefault,willbevisibleallusersonthemarketplace.
Uptodateinformationwillhelpyourpotentialpartnertocontactyourcompanyeasily.
Toupdateyourcompanyinformation,followthestepsbelow:
Onthemenubar,clickontheProfilemenu
Hoveryourmouseoverthecompanyinformation,andclickonthepencilbutton (Figure4.24)
Figure4.24:Companyinformationupdate
Completeyourcompanyinformationinthefields.Thosemarkedwithasteriskaremandatoryfieldsthat
mustbefilled(Figure4.25)
24/24

Clickon
tosavethechanges
Figure4.25:Companyinformationpage
Theupdatedinformationwillbedisplayedundercompanyinformationfieldbox(Figure4.26).
Figure4.26:Updatedcompanyinformation
Profilesupdating
5.1
AddorremoveeClass,TechnologiesorUNSPSCcategorization
5.1.1
AddingeClass/Technologies/UNSPSCCategory
25/25

Adding/removingcategoryintoeClass,TechnologiesandUNSPSCisusingthesameapproach.Thismanual
guidesyouonhowtoadd/removecategoryusingeClass.
ToaddaneClasscategory,followthestepsbelow:
Clickon
intheeClassfieldbox
Figure5.1:AddingeClass
Useoneofthetwowaystosearchforcategory:browseorsearchfunction
Clickontheplussigntoexpandthesubcategoriesifyouusethebrowsefunction(Figure5.2)
Typesearchstringinthesearchfield,e.g.mouldifyouusethesearchfunction(Figure5.2)
Clickon
tostartsearchingthecategory(Figure5.2)
Figure5.2:Categorybrowsingorsearching
Usetwosearchstringstorefineyoursearchresults,e.g.moulddesign,ifsearchshowstoomanyresults.
Youcanthenselectthecategoriestobeadded(Figure5.3)
Click
buttontoaddtheselectedcategories(Figure5.3)
26/26

Figure5.3:AddingeClasscategories
TheselectedcategorieswillbeaddedintoyoureClassfieldbox.
Figure5.4:Selectedcategoriesadded
5.1.2 RemovingeClass/Technologies/UNSPSCCategory
ToremoveaneClasscategory,followthestepsbelow:
HoveryourmouseintheeClassfieldboxuntilthedeletionbuttonappears(alsoknownaseditmode)
Clickonthe button(deletebutton)toremovethecategory,e.g.removingcategory21130301Tool
designforstandardmoldfromthelist
27/27

Figure5.5:RemovingeClasscategory
Category21130301Tooldesignforstandardmoldisremovedfromthelist
Figure5.6:Updatedcategoriesafteronecategoryisremoved
5.2
Updatingcompanyprofiledetails
5.2.1 Updatingcompanysgeneraldetails
Toupdateyourcompanysgeneraldetails,followthestepsbelow:
Hoveryourmouseonthemissingfield.The button(pencilbutton)willappear.Clickonthepencilbut
tontoenterintoeditmode
28/28

Figure5.7:Generalfieldbox
Clickon
button(checkbutton)tosaveitwheneditingisdone(Figure5.8)
Figure5.8:Savingupdatedfield
Somefieldssuchascommunicationlanguagesfieldallowsmultiselection.Toaddmorethanonelan
guage,first,typethefirstlanguageyouwanttoadd,andpressenter.Takenotethatwhileyoutypethe
letter,2relation.comwilllistalllanguagescontainingtheletter(Figure5.9)
Forexample,ifyoutypechinthedropdownfield,alistoflanguagescontainingchletterswillappear
(refertofigure5.9).Usethemouseorup/downkeyboardandpressEntertoselect
Figure5.9:Multiselectionofdropdownmenu
29/29

Youcanusemousetoselectorcontinuetypingtoreducethelistshown.Youcanthenselectbypressing
Enterwhenthelanguageappears
Figure5.10:UpdatedGeneralfieldbox
5.2.2 UpdatingcompanysKeyFacts
TheinformationintheKeyFactsisusefultocommunicateyourcompanysfactstoyourpotentialpartners,
e.g.buyers.
ThefieldsEmployees,Revenue,andMainCurrencyareintercorrelatedwiththedatainStatisticsfield
box,asfollow:
RevenueenteredinKeyFactswillappearinStatisticsfieldbox,andviceversa
NumberofemployeesenteredinKeyFactswillappearinStatisticsfiledbox,andviceversa
MaincurrencyenteredinKeyFactswillbeusedinStatisticsfieldbox.
ToupdatecompanyKeyFactsinformation,followthestepsbelow:
GototheKeyFactsfieldbox(Figure5.11)
Clickon button(pencilbutton)toenterintoeditmode,e.g.DUNSfield
Figure5.11:KeyFactsfieldbox
Clickon button(thecheckbutton)tosaveitwheneditingisdone.Repeatthesameprocessforother
missingfields,e.g.Legalrepresentatives,Employees.
30/30

Figure5.12:UpdatingDUNSfield
UpdatedKeyFactsfieldboxisdisplayedinFigure5.13
Figure5.13:UpdatedKeyFactsfieldbox.TheEmployees,Revenues,andMainCurrencyfieldsareintercorrelatedwithStatistics
fieldboxdetails
5.2.3 UpdatingStatisticsfieldbox
Statistics in 2relation.com refers to financial data of the company including R&D expenditure, number of
employees in quality department, R&D and manufacturing, if any. The information of Employees, Reve
nue,andCurrencyarerelatedtotheinformationenteredintheKeyFacts.Refertosection5.2.2formore
details.
Changing/updatingstatisticsinformationissimilartothatofKeyFacts.Thecurrentfinancialyearmustbe
enteredfirst,e.g.Year2010.Youthenneedtoprovidetheinformationforpreviousyear,currentyear,and
forecastnextyear.
31/31

Figure5.14:Statisticsfieldbox
Figure5.15:Statisticsfieldbox
32/32

Toupdatethecompanysstatistics,followthestepsbelow:
HoveryourmouseontheStatisticsfieldboxuntilthe button(pencilbutton)appears(Figure5.14)
Clickonthe buttontoenterintoeditmode
Entercurrentyear,e.g.2010.TheCurrentYearfieldistheonlymandatoryfieldinStatisticsfieldbox(Fig
ure5.15)
CompletetheStatisticsdetailsandthensavethem.Refertofigure5.16forupdatedStatisticsfieldbox.
Figure5.16:UpdatedStatisticsfieldboxofacompany
5.3
Howtohide/showfieldboxforcustomizedview
5.3.1 Collapsingfieldbox
Youmaywanttocollapsefieldboxestocustomizeyourview.Thecollapsedviewwillapplytoyourprofileas
wellastotheothercompaniessprofilesthatyouvisit.
Tocollapseafieldbox,followthestepsbelow:
Selectthefieldboxtobecollapsed,e.g.Detailsfieldbox(Figure5.17)
Clickon
tocollapsetheDetailsfielbox.TheDetailsfieldboxwillbecollapsed(Figure5.18)
33/33

Figure5.17:CollapsingDetailsfieldbox
Figure5.18:CollapsedviewofDetailsfieldbox
5.3.2 Expandfieldbox
You may want to expand the collapse fieldboxes in order to recustomize your profiles view. Expanding a
fieldboxinyourprofilewillalsoexpandthesamefieldboxviewofothercompaniesprofileswhenyouvisit
theirprofiles.
Toexpandafieldbox,followthestepsbelow:
Selectthefieldboxtobecollapsed,e.g.Detailsfieldbox(Figure5.19)
Clickon
toexpandtheDetailsfielbox.TheDetailsfieldboxwillbeexpanded(Figure5.20)
34/34

Figure5.19:ExpandingDetailsfieldbox
Figure5.20:ExpandedDetailsfieldbox
5.3.3 Hidefieldbox
Insteadofcollapsingafieldbox,youmaywanttohideafieldbox.Whenyouhideafieldbox,thesamefield
boxofothercompanieswillalsobehiddenwhenyouvisittheirprofiles.
Tohideafieldbox,followthestepsbelow:
Choosethefieldboxtobehidden,e.g.Detailsfieldbox(Figure5.21)
Clickon
tohidetheDetailsfieldbox.TheDetailsfieldboxwillbehiddenandgreyedout.Notethat
collapsingviewdoesnotgreyoutthefieldbox(Figure5.18vs.figure5.22)
Whenyouhideafieldbox,itwillnothidethisfieldboxfromothercompanies.Otherswillstillbeabletoview
thisfieldbox.Itisonlyusedtocustomizeyourview.Topreventothercompaniesfromviewingyourselected
profilesdetails,useprivacysettings(refertosection9).
35/35

Figure5.21:HidingDetailsfieldbox
Figure5.22:HiddenDetailsfieldbox
5.3.4 Showfieldbox
Youmaywanttoshowthehiddenfieldboxestocustomizeyourviewagain.Whenyoushowafieldbox,the
samefieldboxofothercompanieswillalsobeshownwhenyouvisittheirprofiles.
Toshowafieldbox,followthestepsbelow:
Choosethefieldboxtobeshown,e.g.Detailsfieldbox(Figure5.23)
Clickon
toshowtheDetailsfieldbox.TheDetailsfieldboxwillbeshownagain(Figure5.24).
Figure5.23:ShowingDetailsfieldbox
36/36

Figure5.24:ExpandedDetailsfieldbox
5.4
Movingfieldboxesposition
Fieldboxes position, such as Details, eClass, Technologies, UNSPSC can be moved to suit your customized
view.Whenyouarrangethepositionoffieldboxes,thenewcustomizedfieldboxeswillalsoapplytoother
companiesfieldboxespositionswhenyouvisittheirprofiles.
Toarrangeyourfieldboxespositions,followthestepsbelow:
Choosethefieldboxtobemoved,e.g.moveUNSPSCfieldboxtothepositionbeloweClassfieldbox
Pointyourmousetotheareahighlightedinredboxuntilthemousesshapechangesto
HoldyourrightmouseandmoveUNSPSCfielboxtoyourpreferredlocation,forexample,movetoposi
tionaftereClass
ReleasethemousewhenUNSPSCfieldboxispositionbeneatheClassfieldbox(Figure5.26).
(Figure5.25)
37/37

Figure5.25:MovingUNSPSCfieldboxtothepositionbeloweClass
38/38

Figure5.26:NewpositionofUNSPSCfieldbox
5.5
Add/RemoveCommodityto/fromyourprofiles
5.5.1 Addingcommoditytoyourprofiles
Commodity in 2relation.com refers to simple yet highly customizeable categorization of products and/or
servicesthatcanbeassignedtothecompaniesthatyouaddedintoyournetwork.Forexampleifyouhavea
listofsupplierswhospecializeinmouldingandautomotivetechnologies,youmaywanttogroupthesuppli
ers.Youmaywanttocreatetwocommoditieswhicharecalledmouldingandautomotivetechnologies.
Commoditycategorizationisusedtocomplementmaincategorizationsin2relation.com,i.e.eClass,UNSPSC,
andTechnologies.
Toaddacommodityintoyourprofile,followthestepsbelow:
ClickonProfilemenuandselectCommodities(Figure5.27)
ChoosetheLanguage,andtypeMouldinginnamefieldandprovidebriefdescriptionoftheCommodities
TagtheCommodities,ifnecessary,bytypingintheTagsfieldandpressEnter.Addmoretags,ifneeded
Clickon
button(checkbutton)tosaveit
39/39

Repeatthesamestepsforaddingmorecommodities,e.g.AutomotiveTechnologies(Figure5.30)
NewCommoditiesthathavejustbeencreatedwillhavenosuppliersassignedtothem.Hence,aftercreating
Commodities,thenextstepistoassignsuppliersintothecreatedCommodities.
Referto5.6onhowtoaddsuppliersintoCommodities.
Figure5.27:Commoditiesmenu
Figure5.28:AddingnewCommodities
40/40

Figure5.29:DescribetheCommoditiesinformation
Figure5.30:TwonewCommoditiesarecreated,MouldingandAutomotiveTechnologies
5.5.2 RemovingCommodityfromyourprofiles
ToremoveaCommodity,followthestepsbelow:
HoveryourmousetotheCommodityfieldboxthatyouwanttoremove,e.g.Moulding,until
appears(deletionbutton)
Clickon button(deletebutton)toremovetheCommodity(Figure5.31)
TheselectedCommoditywillberemoved(Figure5.32).
button
41/41

Figure5.31:RemovingaCommodity
Figure5.32:UpdatedCommoditylistafterremovalofmouldingCommodity
5.6
Addandremovecompany/partnerto/fromyournetwork
5.6.1 Addingcompany/partnertoyournetwork
Youcanaddalistofcompaniesintoyournetwork,andtagthem.YoucanalsoassignCommoditiestothe
added companies. Using combined tags and commodities features will enhance suppliers selection when
youneedtochoosetherightcategoryofsuppliersinthefuture.
Toaddacompanyintoyournetwork,followthestepsbelow:
Findacompanytobeaddedintoyournetwork.Todothis,youcaneitherusethesearchfunction(refer
tosection6forsearchfunction),orusethelistedcompaniesontheStartpage(Latestregisteredcompa
niesandLatestModifiedCompany).Forourexample,wewilladdACMEAutomotivetoournetwork
Clickonthecompany(assumingyouhavesearchedthecompany).ACMEAutomotivecompanyprofiles
willappear(Figure5.33)
Clickon+signtoaddthiscompanyintoyournetwork;afieldboxwillpopupdisplayingtags,commodities,
andcomments(Figure5.34)
TagthecompanyandassignCommoditytoACMEAutomotive.Toaddmoretags,pressEnter(Figure5.35)
ClickSaveandACMEAutomotivewillbeaddedintoyournetwork.Youmaycheckthelistofyourcompa
niesinMyNetworkmenu(Figure5.36).
42/42

Figure5.33:SearchingACMEAutomotive
Figure5.34:AddingACMEAutomotiveintoyournetwork
43/43

Figure5.35:TaggingandassigningpredeterminedCommoditytoACMEAutomotive
Figure5.36:ListofCompaniesinyournetworkalongwiththeirtagsandCommoditiesassigned
5.6.2 Removingcompanyfromyournetwork
Youmaywanttoremovecompanyfromyournetworkforsomereasons,e.g.thecompanyisnolongerof
yourinterest.
Toremoveacompanyfromyournetwork,followthestepsbelow:
44/44

GotoMyNetworkmenu
Clickonthecompanyyouintendtoremove,e.g.ACMEAutomotive(Figure5.37).Thecompanysprofile
pagewillappear
Clickonminussign(sign)(Figure5.38)
ClickonOKtoconfirmtheremoval
Aftertheremoval,youcanstilladditbackintoyournetworkbyclickingon+sign(Figure5.34).
Figure5.37:Listingofcompaninesinyournetwork
45/45

Figure5.38:Removingacompanyfromyournetwork
Figure5.39:Confirmationofremovingacompanyfromyournetwork
5.7
Howtocheckyourprofilecompleteness
Profilecompletenessiscalculated,intermofpercentage,basedonnumberofcompletedfieldsdividedby
numberoftotalfieldsavailable.Insomesections,forexampleCertificatesection,theprofilecompletenessis
calculatedusingthenumberofcertificatesselectedandcompleted.Ifauserchoosesonecertificate,e.g.ISO
9000,andonlythreefieldsarecompleted(validfrom,validto,auditedby),theprofilecompletenesswillbe
calculatedas75%(3completedfieldsoutof4fields).
Tocheckprofilecompleteness,followthestepsbelow:
ClickonMyProfileonProfilemenu(Figure5.40)
RefertotheCompletenessfielbox,clickonDetailstocheckthepercentageofcompletenessbysection
(Figure5.41)
46/46

Sectionsmarkedwith0%needtobecompleted.UsingFigure5.41asexample,youshouldcompletethepro
filessectionsofOwnership,Products,Technical,Certificates,Quality,Logistics,Environment.Complete
profilewillenable2relation.comengineeasilytomatchwithyourpotentialpartners(buyer/supplier).
Figure5.40:Profilecompleteness
Figure5.41:Profilecompletenessbysection
6
6.1
SearchFunctions
Performingbasicsearch
Usingbasicsearchfunctionalitywillhelpyoufindyourpotentialbuyers/suppliersin2relation.comandgets
connected to them. 2relation.com search function is not casesensitive; therefore it will display the same
resultwhenyoutypeABCandabcinthesearchfield.
47/47

Thefollowingwildcardscanbeusedinbasicsearch:
_wildcardforonecharacter
?wildcardforonecharacterornothing
%wildcardformultiplecharactersornothing
a+b,abaandb
(a)(b)aorb,butnotboth
abawithoutb
"(a)b"thestring(a)b
Examplesofperformingbasicsearchfunctions:
1. IfyouarelookingforcompanyPhilipslocatedinHongKong,usethefollowingsearchstrings:Philips
+Hong+Kong,andfollowthestepsbelow:
ClickontheSearchmenu,andselectBasicSearch(Figure6.1).Basicsearchfunctionpagewillopen
up
TypePhilips+Hong+Konginthesearchstring(Figure6.2)
Clickon
tostartsearching.Theexpectedresultswilldisplayallcompaniesthathavethewordof
PhilipsandHongKong(Figure6.2).
Figure6.1:Searchmenu
48/48

Figure6.2:Basicsearchfunction,searchingcompanyusing+wildcard
2. Likewise,ifyouarelookingforcompaniesPhilipsthatareNOTlocatedinHongKong,usethefollowing
searchstrings:PhilipsHongKong.Followthestepsasinexample1.ThesearchresultisshowninFig
ure6.3.
Figure6.3:Basicsearchfunction,searchingcompanyusingwildcard
3. IfyouarelookingforcompaniesthathaveMOULDintheirnames,usethefollowingsearchstring:mould.
Youmayfollowthesamestepsasinexample1.ThesearchresultisshowninFigure6.4.
49/49

Figure6.4:Basicsearchfunction,searchingcompanywithoutwildcard
6.2
Performingextendedsearch
Extendedsearchisacomprehensivesearchfunctionallowingcustomizationinyoursearchcriteriabasedon
companysdetail.
Toperformextendedsearch,followthestepsbelow:
PointyourmouseatSearchmenu,andclickonExtendedSearch(Figure6.5).Thesearchcriteriaappear
withalistsimilartotheprofileofyourcompany.
Choosethecriteriaforsearching,forexample,countryandeClass.Youmustmakeatleastonecriteria
asmandatorycriteria(Figure6.6).LetsassumeyouarelookingforcompaniesbasedinChinathatsup
plymoldedproducts.
SelecteClassnumberthroughbrowsingorsearching(Figure6.6&Figure6.7)
Scrolltothebottomofthepage.ClickonSearchtoperformthesearch.Theresultwillbedisplayedin
accordancetothepercentageofmatchcriteria.
50/50

Figure6.5:Extendedsearchmenu
Figure6.6:Extendedsearchcriteria
51/51

Figure6.7:UsingeClassasoneofthesearcingcriteria
Figure6.8:SelectingeClasscriteria
Figure6.9:Searchbuttonatthebottomofthepage
52/52

Figure6.10:ExtendedsearchresultusingCountryandeClassassearchcriteria
If you would like to have this service, please email us at onlinesupport@2relation.com or call us (refer
tosection11forcontacts).
6.3
Searchagent
SearchagentisintegratedwithExtendedSearchfunction.Searchagentallowsyoutoautomaticallymatch
companies in the database without you manually performing the search. It will also notify you about the
newlyregisteredcompaniesthatmatchyourdefinedcriteria.
TocreateaSearchagent,followthestepsbelow:
ClickonAgentbuttonontheExtendedSearchresult(Figure6.10)
ProvidedetailsofyourSearchagent(Figure6.11)andthenclicksave.TheSearchagentwillbecreated
immediately(Figure6.12)
PointyourmousetoSearchmenuandclickonSearchagents(Figure6.13).ThecreatedSearchagentwill
belistedhere(Figure6.14)
YourSearchagentswilldisplaynewlyregisteredcompany(ies)whileyouareaway(Figure6.15)
53/53

Ifyouareinterestedwiththisfunction,pleasecontactusatonlinesupport@2relation.comorcallus(refer
tosection11forourcontacts).
Figure6.11:Searchagentdetails
Figure6.12:CreatedSearchagent
Figure6.13:Searchagentsmenu
54/54

Figure6.14:Searchagentslist
Figure6.15:Searchagentsactivelymatchingnewcompaniesforyou
6.4
PowerSearch
PowerSearch:PowerSearchallowsyoutomonitor
o whorecentlyvisitedyourprofile
o whoseprofileyourcompanyvisitedrecently
o whorecentlyclickedonyourcompanyhomepage
o potentialsuppliersandpotentialcustomers
55/55

Inordertofindyourpotentialcustomers,youmusthaveyourcategorization(i.e.UNSPSC,eClassorTech
nologies)set.PowerSearchenginewillautomaticallymatchothercompaniesprofileswithyourcategories.
Likewise, in order to display your potential suppliers, you must have your commodities set. Commodities
basicallyrefertowhatproductsand/orservicesyourcompanyintendstopurchase.
7
7.1
Viewingprofileversion
Viewingownsprofileversions
Youareabletoviewyourprofilechangesovertime.Toviewyourownprofileversion,followthestepsbe
low:
ClickonMyProfileonmenu(Figure7.1)
Clickonthedownarrow(Figure7.2);alistofolderprofileversionwillappear
Selecttheprofileversionthatyouwanttoview
Thechangesmadefromoneprofiletothenexthavetheirfiledshighlightedindifferentcolor(Figure7.3).
ReferringtoFigure7.3,Employeesfieldchangedfrom51200to10015000(Figure7.2).
Figure7.1:Myprofilepage
56/56

Figure7.2:Profileversioning
Figure7.3:Changemadefromoneprofiletoanotherishighlighted
7.2
Viewingothersprofileversions
Viewingothersprofileversionsenablesyoutoviewprofileschangesoverperiodoftimeofacompany.The
profilechangeswillhelpyouanalyzethecompanyschanges,especiallyifyouwanttoanalyzeyourpartners
orcompetitorsinyourNetwork.
57/57

Theprocesstoviewothersprofileversionsissimilartothatofviewingyourcompanysprofileversions.If
thecompanythatyouintendtovisitisinyourNetwork,thenyouneedtogotoMyNetworktolookforthe
company.Alternatively,youcansearchthecompanyusingSearchfunctionality.Forexample,toviewacom
panycalled2relation.com,youneedtosearchthecompanyfirst.Thenfollowthestepsinsection7.1.
8
8.1
2relation.comsourcingmodule
Introductionofsourcingmodule
2relation.comsourcingmoduleispoweredbyPool4tool.WhenusersrespondtopublicRFQs,theywillbe
redirectedtoPool4toolplatform.Asaregistereduser,youareabletocreateRFQsin2relation.com,and
sendinvitationstosuppliersinthe2relation.commarketplace.
Thesourcingmoduleof2relation.comcomprisesof:
MyRFQs:allRFQsthatyouandyourcolleagueshavecreated.Youareabletoviewyourcolleagues
RFQsbutarenotabletochangethem.Colleaguesinthiscaserefertotheusersunderthesame
company.
PublicRFQs:allpublicRFQscreatedbyothercompaniesthatareopentoallusersin2relation.com
marketplace.IfyouareinterestedwiththeRFQ,youcanprovideyourresponse.
PublicAuctions:allpublicauctionsavailableforbidding.OnlyPOOL4TOOLcustomersareableto
createpublicauction.
TheRFQof2relation.comhasthreemainparts,namely:
Header,whichcomprisesofinformationsuchas:
o RFQtitle:titleoftheRFQ
o Deadline:thedeadlineoftheRFQofwhichifitpassesthisdeadline,supplierswillnotbe
abletosubmittheirquote.TheRFQsdeadlineusuallyfollowsyourcompanysgeneralTerms
&Conditionsofpurchase.
o Currency:thecurrencyusedintheRFQ
o Costbreakdownstructure:thestructureofthecostsforyourmaterial.Currently,thereare
threecostbreakdownstructuresin2relation.com,i.e.Simple,advancedwithonetimecost,
andadvanced.
o Description:youcanusethisboxtobrieflydescribeyourRFQ.Youmayusetheattachment
functiontoattachmoredetails.
o Pricebreaks:Itdetermineshowpricesmightchangedependingonthequantity.Forexample,
acompanymightquote$1,000foralaptop,however,ifyouincreaseyourpurchaseto,say
50,pricemightdropto$900.
Positions,whichcomprisesof:
o materialname:thisisbasicallythenameoftheitemthatyouintendtopurchase
o quantity:numberofitemstobepurchased
o unit:theunitofmeasurementoftheitem,e.g.unit,Kg,tonne,piece
58/58

8.2
documents:Youmayattachyourcompanysgeneralterm&conditionofpurchaseaswellas
technicalspecificationshere.
Youcanadduptoamaximumof5positionsperRFQ.
Suppliers:vendorswhomyouwanttosolicityourRFQto.IfyouflagtheRFQaspublicRFQ,anyuser
canviewtheRFQunderpublicRFQfolder.Whentheuserclicksonparticipatebuttononthepublic
RFQ,thesupplierwillautomaticallyselfinvitehis/hercompanyintothepublicRFQ.
CreatingapublicRFQ
TocreateapublicRFQ,followthestepsbelow:
HoveryourmousetoSourcingmenuuponloggingonandthenclickonMyRFQs(Figure8.1)
ClickAddtocreatenewRFQ(Figure8.2)
CompletetheRFQform(Figure8.3):
o Header:letsassumetheRFQistopurchase100laptops
Title:RFQfor100laptops
Public:Ifthisboxisticked,theRFQwillbeshowntoallregisteredsuppliersin
2relation.com
Deadline:6October2010
Currency:Euro
CostBreakdown:selectadvancedwithonetimecost#
Pricebreaks:Letsbreakthepricesintothreecategories:pricefor25units,pricefor
50unitsandpricefor100units
o Positions:WecanuseonepositionforthisRFQ.Therearetwoattachments,i.e.Terms&
ConditionsofPurchase,andSpecificationsoflaptopindetails.Bothareinacrobatformat.
ClickonAddtoinvitesuppliersforthisRFQ(Figure8.4)
Searchthesuppliersyouintendtoadd.TickontheboxtoselectthecompaniesandthenclickAdd
(Figure8.5)
ClickSave&PublishtopublishtheRFQ(Figure8.6).TheRFQwillberunning,whichisshownbyits
statuscolorofgreen.
59/59

Figure8.1:Sourcingmodulein2relation.com
Figure8.2:AddingnewRFQ
60/60

Figure8.3:RFQdetails
Figure8.4:AddingsuppliersintoRFQ
61/61

Figure8.5:Searchingforsuppliers
Figure8.6:SaveandpublishingRFQ
Figure8.7:RunningRFQ
62/62

8.3
RespondingtoapublicRFQ
IfyouareinterestedwithapublicRFQ,youcanchoosetorespondtotheRFQ.
TorespondtoapublicRFQ,followthestepsbelow:
ClickonSourcingmodule
ClickonPublicRFQs.PublicRFQsavailablefoquotingwillbelisted
ClickoncalculatoricontoopentheRFQ(figure8.9).YouwillberedirectedtoPool4toolwebsitefor
quoting
Followtheinstructiononthescreentocompleteyourquotationandsubmityourquotes.
Figure8.8:PublicRFQsof2relation.comsourcingmodule
Figure8.9:ListofpublicRFQs
63/63

Figure8.10:RespondingtoRFQ,poweredbyPool4tool
8.4
Sortingandfiltering/searchingpublicRFQs
IftherearetoomanyPublicRFQs,youcansortandfiltertheRFQs.TosortpublicRFQs,youcansimplyclick
onthecolumnname.Forexample,youmaywanttosortbasedonDeadlinecolumn(Figure8.11).
Figure8.11:SortingpublicRFQs
Inaddition,youcanalsofilter/searchpublicRFQs.TofilterpublicRFQs,followthestepsbelow:
Pointyourmousetothecolumnthatyouwanttofilter,e.g.Companycolumn.
Clickondropdownarrowontherightsideofthecolumn.Alistofoptionwillappear(Figure8.12)
Typeincompanynameonthefilter,e.g.ACME.ItwillimmediatelyfilterpublicRFQslistbasedon
companyfiltered(Figure8.13).
Whenfilterisappliedonacolumn,thecolumnnamewillchangetoitalicbold,e.g.Company(Figure8.14).
Toremovethefilter,youcansimplyuntickfilterbox(Figure8.15).
64/64

Figure8.12:optionslistwhenclickingondropdownarrow
Figure8.13:FilteringcompanyofferingpublicRFQs
Figure8.14:FilterappliedintheCompanycolumn(Notethatcolumnnameprintedinbolditalicafterfiltering)
Figure8.15:removingfilterbyuntickingfilterbox
65/65

9
9.1
Privacysettings
Standardusersgroups
You are able to control the visibility of your profile details using privacy settings. The privacy settings are
determinedbyusersgroups.Therearecurrentlyfourusersgroupsinprivacysettings,namely(Figure9.1):
All:allusersoftheInternet
Guests:guestswhobrowseorsearch2relation.com
Members:membersof2relation.com
Network:Allcompaniesthatareaddedintoyournetwork(refertosection5.6)
Figure9.1:FourusersgroupsinPrivacySettings
ItisimportanttounderstandthedifferenceoftheusersgroupsabovewhenchangingyourPrivacySettings.
9.2
Defaultsettings
Bydefault,allusersareabletoviewthefollowingdetailsfromyourprofilesettings:
Companygeneralinformation
SelectedKeyFactsinformation,e.g.yearofestablishment,industry,legalform,maincurrency,com
panystatus.
Categorization:eClass,UNSPSC,andTechnologies
66/66

Figure9.2:Userviewingthedefaultviewsof2relation.com
Whenaloggedinuserperformssearchon2relation.com,he/shewillbeabletoviewthedefaultsettingof
2relation.comasdepictedinFigure9.2.
Additionaldefaultsettingsofprivacyare:
Detailsboxes:TheDetailsboxessuchasGeneral,Ownership,etc(referFigure9.3)areonlyvisibletoyour
companiesinyourNetwork.Unlessyouchangetheprivacysettings,otherusersgroupsarenotableto
viewthedetails.
67/67

Figure9.3:Bydefault,onlycompaniesinyourNetworkareabletoviewtheDetailsboxes.
FieldsetsbelowbydefaultarehiddenfromAll(includingfromyourNetwork):
a) Statistics
b) Employees
c) Customer
d) Supplier
e) Market
f) Revenue
UserfieldsbelowbydefaultarehiddenfromAll(includingfromyourNetwork):
a) email
b) telephone
c) fax
d) mobilenumber
e) birthday
f) skype
g) linkedin
h) xing
i) twitter
AlbeitDetailsboxentailinginformationsuchasStatistics,EmployeesandRevenuearemadevisibletoyourNet
work,bydefault,thefieldsetsofStatistics,Employees,andRevenuesarehiddenfromAll.Thisisbecauseifabox
orfieldsetoruserfieldishiddenfromagroupofusers,thesettingwillbehiddenfromthisgroupofusersregard
lesswherethebox/fieldset/userfieldislocated.
68/68

ThesettinginDetailfieldboxcannotsupersedeafieldset/fieldinsideit.WhentheDetailsBoxesaresethidden
fromausersgroupbutafieldsetorfieldinsidetheDetailsBoxesissetvisibletothesameusersgroup,thisusers
groupwillbeabletoviewthefieldsetorfield.Forexample,whenyousettheprivacysettingsofDetailsfieldbox
asdepictedinFigure9.4,butyourprivacysettingsofStatisticsaresetasinFigure9.5,Alluserswillbeableto
viewyourStatisticsdespitethefactthatStatisticsislocatedinsidetheDetailsBox.
Figure9.4:ExampleofprivacysettingsforDetailsBoxes
Figure9.5:ExampleofprivacysettingsforStatistics
9.3
Changingyourdefaultssettings
You are able to control what information to be visible for others. 2relation.com privacy settings have four
levelsprivacycontrolbasedontheusersgroupsi.e.All,Guests,Members,andNetwork.Forallcontrollable
fieldsets/userfields/boxes,theycanbecustomizedusing
button.
TochangeyourprivacysettingsofKeyFactsbox,forexample,followthestepsbelow:
Clicktheprivacybutton
willappear(Figure9.8).
locatedonthetopleftbox(Figure9.6).Thedefaultprivacysettingsbox
69/69

Figure9.6:ChangingprivacysettingsofKeyFactsbox
Tickontheradiobuttontosetyourprivacysettings,forexample,ifyouwanttohidetheKeyFacts
boxfromAllusersexceptyourNetwork,youcansetthesettingsasshowninFigure9.7.
Figure9.7:SettheprivacysettingsonlytobevisibleforyourNetwork
ClickonSavebuttontosavethechanges
Repeatthesameproceduresifyouwanttochangeotherfieldsets/userfields/boxesprivacyset
tings.
Thechangeswilltakeeffectimmediately.OnlycompaniesthathavebeenaddedintoyourNetworkareable
toviewyourKeyFactsbox.Therefore,ifyouwanttoallowcompaniestoviewyourKeyFactsdetails,you
needtoaddthecompanyintoyourNetwork(refertosection5.6).
Ifyouwanttoresettheprivacysettingsbacktoitsdefaultsetting,simplycleartheprivacysettings(Figure9.8).
70/70

Figure9.8:ResettingPrivacySettingstodefaultsettings
10 ExportyourcontactsintovCard/Outlookcontact
YoucanexportyournetworkscontactsintovCardformatandsaveitinafile.Alternatively,youalsocan
exportitdirectlyintoOutlookContact.
ToexportacontactintovCard/Outlookcontact,followthestepsbelow:
Selectyourcompanyscontact(fromMyNetwork).Cickonthecompanyname,e.g.ConntechGroupPty
Ltd.(Figure9.10).Thecompanysprofilewillopenup.
Pointyourmousetothephotoofthecontactthatyouwanttoexport.Afieldboxdescribingthecontact
detailswillappearontheleftside(Figure9.11)
Clickon
onthebottomrighttoexportthecontactdetailsintovCardformat(Figure9.11)
AmessageboxwillpopupaskingwhethertoopenitwithMicrosoftOutlookemail(orotherapplication)
orsavethefile(Figure9.12)
IfyouchoosetoopenwithMicrosoftOutlook,thecontactwillbesavedintoyourOutlookContact(Figure
9.13)
IfyouchoosetosavethevCardfile,bydefault,thefilenamewillbesavedasfirstname_lastname.vcf
(Figure9.14).
71/71

Figure9.9:SelectingyourcompanyscontacttobeexportedintovCard/Outlookcontact
Figure9.10:ExportingyourcontactintovCard/Outlookcontact
72/72

Figure9.11:Selectingoptionofexportingcontact
Figure9.12:Exporting2relationcontactintoOutlookcontact
73/73

Figure9.13:Exporting2relationcontactintovCardfile
11 UserControlPanelsettings
Ifyourdecimalseparatoriscomma(,)insteadofdot(.)andyourthousandsseparatorisdot(.)insteadof
comma(,),youcanchangethesettingsinyourUserControlPanel(UCP).Inadditiontoseparators,UCPal
lowsyoutochangeyourUserProfile,languageused,date/timeformat,timezone,andpassword.
Tochangeyourdecimalandthousandsseparatorsandtimezone,followthestepsbelow:
Logonto2relation.complatformusingyouraccount
Clickondropdownbuttonnexttoyourname.Then,clickonUserControlPanel(Figure11.1)
HoveryourmouseintheDecimal/ThousandsSeparatorfieldtextuntil buttonappears(Figure11.2)
Clickon button(pencilbutton)toenterintoeditmode(Figure11.3)
Clickondropdownmenuselection,andchoosedot[.]forDecimalseparator.Repeatthesameprocess
forThousandsseparator(Figure11.4)
Clickon button(checkbutton)tosavechangesmade
Logoutandloginto2relation.comtoapplythechanges.
Figure11.1:UserControlPanelmenu
74/74

Figure11.2:UsersettingsinUCP
75/75

Figure11.3:ChangingDecimalandThousandsseparators
Figure11.4:DropdownmenuselectionofDecimalseparator
76/76

Figure11.5:Savechanges
12 Officeandcontacts
Ourmainsupportemailisonlinesupport@2relation.com.
Oursupportphonesare:
Singapore:+6565628060
China:+8675586243598
Europe:+4318041050
USA:+16469185113
End
77/77

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UserManual 2relation EN PDF

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