eSourcing User Guide Version 10.docx

Septemper 20172

Version 10 September, 2017 eSourcing User Guide http://about.usps.com/suppliers/becoming/registration.htm

Manage eSourcing Profile

Welcome to the U.S. Postal Service eSourcing application. The first step in gaining access to this application is registering your company. This guide will provide a walkthrough of the steps necessary to complete the registration process. Please read through this guide completely prior to starting the registration process.

Register Company

If you are either self-employed or have an established company and would like to conduct business with USPS. It is required to have a valid DUNS and 5 to 6 digit NAICS code prior to registering for eSourcing. We recommend to research and compile the required data before registering at https://uspsprod.emptoris.com.

DUNS number, you can acquire one by calling 1 (866) 705-5711 or by visiting the D&B website (dnb.com) and clicking on the “Get a D&B D-U-N-S Number selection under the Customer Resources column.

The North American Industry Classification System (NAICS) is a standard for use by Federal statistical agencies in classifying business establishments for the collection, analysis, and publication of statistical data related to the business economy of the United States. If you are unsure of what the NAICS code is for your organization, visit the NAICS home page (www.naics.com). Follow the directions on the screen for a free search to determine the 5-6 digit NAICS code that applies to your organization.

1. The USPS eSourcing URL (https://uspsprod.emptoris.com) will move you to the main USPS eSourcing Solution Sign-In page. Click on the “Sign up now!” link, as denoted by the red circle.

2. Please use upper and lower case letters when completing your registration, i.e., U.S. Postal Service, Emptoris, etc.

3. All fields leading with a red bar are required entry fields. You must complete these fields in order to save your registration data.

4. The Primary NAICS field requires a minimum 5-digit entry, although a 6-digit code is permissible. Additional NAICS code fields are optional. If you are unsure of your organization’s code, please visit www.naics.com for a free search for your primary NAICS code.

5. Identify if you are a surface transportation supplier by answering Transportation Supplier or Other, denoted by the red circle.

6. Complete User information> Click Save & next step finish the Questionnaire

7. Select Finish to submit your registration> Once information is cleared by the administrator. You will be notified via system-generated e-mail of your temporary eSourcing password, which you will be required to change upon your first log-in to the application.

Update Company profile

1. Navigate to USPS eSourcing module (Important: Surface Transportation Suppliers update your profile to identify your geographical coverage area to ensure opportunities for your area are routed correctly)

· Use drop down arrow on upper left side of screen to select module

A. USPS eSourcing- View and bid sourcing events/ Update company profile B. USPS VSM- Add and manager users / Update personal profile C. SLM- Used to submit registration

2. Hover over My Profile> Select Manage my profile> Complete required fields for profile pages> Save and exit to commit (Required fields identified with “*”)

· Main

· You must select at least one UNSPSC code. To select your UNSPSC code, highlight the applicable code and click on the down arrow to move it into the selected items box. You may select all UNSPSC codes that apply.

· Identify if you are a surface transportation supplier by answering Yes or No. If you are a surface transportation supplier, indicate the service type and vehicle type. Identifying the service type and vehicle type accurately will ensure you are eligible to be invited to the appropriate solicitations. If you are not a surface transportation supplier, please select No and skip the transportation-related section of this form> Close Wizard and Save

· Additional Information

· Close Wizard and Save

Update User Profile

1. Navigate to VSM module

· Use drop down arrow on upper left side of screen to select module

D. USPS eSourcing- View and bid sourcing events/ Update company profile E. USPS VSM- Add and manager users / Update personal profile F. SLM- Used to submit registration

2. Expand Users> All Users> Select user name

3. Use the edit button on the right to enter edit utility

4. Use the save button to commit changes

Create Users

On the VSM landing page expand Users> All Users> Select the create button

1. Creating Users

A. Expand Users B. Open the All Users folder C. Select the create button (Located on the right)

D. Input user information, create Username and save to commit

· Given Name

· Surname

· Display Name

· User Name

· Phone

· Email

· Address (Select Country first to populate State dropdown)

· Save

2. Activate User> Click Activate User (Note after activation, button changes to Suspend User)

· System sends user an email with login credentials> Press OK.

3. Assign Roles> Roles tab

· Default and External roles - User can bid on events

· Supplier Application Manager role – Allows user to create additional users in the their company

4. Assign Applications (Allows users to access sourcing module)

· Check the Sourcing box

· Select appropriate role (We recommend companies have at least 2 Supplier Application Managers) A. Supplier Application Manger (Additional permissions: create and manage other users) B. Supplier Agent

· Save to commit

5. Set Preferences> Set time zone and landing page> Save to commit

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