I have been invited by a customer. How do I know which customer invited me?
You learn who invited you when you log in and are accepted as a Customer Management user. Then go to the customers tab under Customer Management to accept the connection request from the customer that invited you.
How long does it take for my Customer Management application to be accepted?
It can take up to 2 business days for your application to be accepted.
When I upload a document to the document library does that complete document requests?
No, uploading documents to the document library stores them for later usage so that they become available for PostOnce® fulfillment if approved and made visible and connected to an item or location. These files are also available for you to share at will and can be used to update, replace and fulfill document requests in the Customer Management section of the application.
I made my first connection and I fulfilled the document requests for that customer, now what?
Fill out your company's profile to improve your placement in the Marketplace. The more robust your company's profile, the more likely you are to appear at the top of search results. Start by navigating to your Company tab under Customer Management and fill out all of the information there. Then make sure your items and locations are turned on under the respective tabs in Customer Management. All of these things help your company show up in search results when buyers are looking for items you supply. Please be aware, if there are locations and/or items which you do not wish to have visible in the marketplace, the is visible toggle must be turned off.
For more information, please see this article: Visibility & Privacy Overview
How do I navigate between my Enterprise Site and my Gather Site?
If your company utilizes the Enterprise aspects of TraceGains, navigating between the two is easy. Use the profile icon in the upper right of the TraceGains Gather® to access the corresponding TraceGains Enterprise site. From your Enterprise site, to return to your Gather site, please click on your company name in the upper left corner of your Enterprise site and navigate back to your Gather site.
What exactly is the Document Library and why should I use it?
The Document Library is a place within Gather where you can store all of your documents. It is a way to store all of your documents, in app, so they are available to share when you need them. Storing your documents in the Document Library keeps them organized and easily retrievable, thus reducing the file storage on your hard drive and spreadsheets to a minimum.
How do I set up my new supplier group?
A Supplier Group can either be created upon initial set up or on the TraceGains Gather® homepage.
For more information, please see this article: Create or Join a Supplier Group
How do I add new locations and Items?
New locations may be added by navigating to Customer Management > Locations and clicking '+ New Location' in your TraceGains Gather® site. Additionally, you can add locations in bulk by downloading and completing a pre-configured excel template.
How do I set default document requirements?
Click on the Share Settings tab under Customer Management. There, you can click on the Customer Doc Requirements tab and check which should be required by default. Note that best practice is to include any location and item documents that are standard for all customers, and that are commonly required by most customers.
For more information, please see this article: Document Settings - Types & Requirements
How do I create a new customer?
First, determine whether the customer to be added is a TraceGains customer (already using TraceGains platforms for their supplier management) or a non-TraceGains customer.
For more information, specifically to understand the customer type, please see this article: Managing Customers
Note: Make sure to add Locations, Items, and Default Document Requirements before adding non-TraceGains customers. Document requests cannot be fulfilled until that initial step is complete.
How do I associate locations and items to a customer?
TraceGains customers send connection requests to suppliers at the location and item level. As a supplier, you must accept connections at both levels to be fully connected and enable the fulfillment of location and item level documentation. The connections page separates requests by location and item, and location-level requests must be accepted before item requests.
For more information, specifically to understand managing connections, please see this article: Accepting Customer Connections
How do I fulfill document requests?
Navigate to Customer Management > Document Requests. There are multiple action options to fulfill the requests, depending on specific request. It may be a combination of the following options. Please select the most applicable.
Upload file: This allows for uploading one or more documents with a local file.
Add from Library: This is to respond top the request using a document from the Document Library.
Not Applicable: This will alert the customer that this request can not be fulfilled. A comment detailing the reason is required to respond using this option.
Use Recommendation: This option will search your current information and suggest the most accurate document which aligns with this particular document.
Open Online Form: This will open a new document which may be populated using your specific data. For more information, specifically to understand the document types, please see this article: Document Requests