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CSP Basic Setup. About Us… Lori McNeely Ultriva Customer Support Specialist 2 Ed Conrey Ultriva Application Consultant.

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Presentation on theme: "CSP Basic Setup. About Us… Lori McNeely Ultriva Customer Support Specialist 2 Ed Conrey Ultriva Application Consultant."— Presentation transcript:

1 CSP Basic Setup

2 About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva Application Consultant

3 General Webinar FAQ If you have a question please use the question box and we will try to go over them at the end We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/ http://help.ultrivalms.com/ The next webinar will be Thursday, September 17th at Noon Central We are doing the demos in Ultriva Version 7.7 and higher 3

4 Ultriva CSP Basic Setup - Agenda Basic Setup Steps for the Collaborative Supply Portal/Supplier Module We will have a survey question and will give you the result 4

5 CSP Basics 5 CSP delivers real-time visibility with suppliers - using a simple platform for acknowledging the orders, and the shipment of goods. Real time cycle visibility for the orders – On Hand, In-Process, In Transit, etc. Alerts for exception handling

6 CSP – General Setup Steps 6 Setup Order – User Groups {Prior webinar} – Users – Rules/Alerts {Prior Webinars} – Calendar {Prior Webinar} – Suppliers – Items

7 Poll Question # 1 7

8 CSP – Configuration 8

9 Demo 9

10 Poll Question # 2 10

11 CSP – General Setup Steps 11 Setup Order – User Groups {Prior webinar} – Users – Rules/Alerts {Prior Webinars} – Calendar {Prior Webinar} – Suppliers – Items

12 For Additional Information 12 Ultriva Inc. 1601 S. De Anza Blvd., # 165 Cupertino, CA 95014 (408) 248-9803 www.ultriva.com Lori McNeely Customer Support Specialist lorim@ultriva.com (408) 961-2485 Helpdesk Ticket support@ultriva.com


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