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Tuesday, December 29, 2009

GEM FAQs

TRADING POST



How do I create a RFQ from the Trading Post?


  1. Click the "Trading Post" tab at the top of the page.
  2. Click the "View Details" next to the "FOR SALE" listing of interest.
    1. Note- the listing has to be "FOR SALE" in order to make an offer.

  3. Click "Create RFQ" located under the "Actions" palette on the right.
  4. Fill in the fields of your RFQ.
    1. Note- the bold fields are mandatory.
  5. Click "SEND RFQ" located at the bottom of the form.
    1. If a mandatory field has not been filled in a * will appear next to the field.
  6. After sending the RFQ you will be taken back to the Trading Post and a message will appear indicating the RFQ has been created and sent along with the GEM RFQ reference number.
    1. Go to the "VENDOR QUOTES" tab to monitor the activity.
    2. You will also receive an email when a vendor responds to your RFQ.



How do I post a "FOR SALE" listing on the Trading Post?


  1. Click the "TRADING POST" tab at the top of the page. The most recent listings will appear at the top.
  2. Click the "ADD NEW LISTING" link at top.
  3. Select "FOR SALE" from the listing type drop down box at the top of the "Add New Listing" form.
  4. Fill in the rest of your listing details.
  5. Click "Add listing" at the bottom of the page.
  6. After successfully posting your listing you will be taken back to the Trading Post page and "Your Listing Has Been Added!" will appear at the top of the page.



How do I post a "WANTED" listing on the Trading Post?


  1. Click the "TRADING POST" tab at the top of the page. The most recent listings will appear at the top.
  2. Click the "ADD NEW LISTING" link at top.
  3. Select "WANTED" from the listing type drop down box at the top of the "Add New Listing" form.
  4. Fill in the rest of your listing details.
  5. Click "Add listing" at the bottom of the page.
  6. After successfully posting your listing you will be taken back to the Trading Post page and "Your Listing Has Been Added!" will appear at the top of the page.



How do I view my Trading Post listings?


  1. Click the "TRADING POST" tab at the top of the page. The most recent listings will appear at the top.
  2. Select "MY LISTINGS" from the view drop down option located at the top of the page. The default is to "ALL LISTINGS", you will have to click the drop down box and select "MY LISTINGS".
  3. You will now only see your listings.




How do I update my Trading Post listings?


  1. Find your listings as described above.
  2. Click the "View Details" link to the left of the listing you want to update.
  3. Edit the information of interest then click "Update Listing" located on the right under the title "Actions" palette.
  4. You will be asked to confirm your update.
  5. Once you have complete these steps the listing will appear with the changes.




How do I remove my Trading Post listings?


  1. Find your listings as described above.
  2. Click the "View Details" link to the left of the listing you want to update
  3. Click "Remove Listing" located on the right under the title "Actions" palette.
  4. You will be asked to confirm removing your listing.
  5. Once you have completed these steps the listing will be removed from the Trading Post.



How do I delete my Trading Post listings?


  1. Find your listings as described above.
  2. Click the "View Details" link to the left of the listing you want to delete.
  3. Click "Delete Listing" located on the right under the title "Actions" palette.
  4. You will be asked to confirm deleting your listing.
  5. Once you have completed these steps the listing will be deleted from the Trading Post.



How do I renew my Trading Post listings after it expires?


  1. Find your listings as described above.
  2. Click the "View Details" link to the left of the listing you want to delete.
  3. Click "Renew Listing" located on the right under the title "Actions" palette.
  4. You will be asked to confirm renewing your listing.
  5. Once you have completed these steps the listing will be renewed and listed back on the Trading Post.




 


PART SEARCH



How do I search for a part and send RFQ's?


  1. Click the "Part Search" tab at the top of the page.
  2. Enter the part number in the part number field then click "Search".
  3. The list of vendors will appear.
  4. Check the box next to the vendors you want to send the RFQ to.
    1. Note- you can select all the vendors by checking the box at the top.

  5. Click "Create RFQ"
  6. Fill in the fields of your RFQ.
    1. Note- the bold fields are mandatory.
    2. A summary of the vendors to receive the Purchase Offer are at the bottom of the form. You can uncheck those you wish to exclude.


  7. Click "Send RFQ" located at the bottom of the form.
    1. If a mandatory field has not been filled in a * will appear next to the field.


  8. After sending the RFQ you will be taken back to the Part Search page and a message will appear indicating the RFQ has been created and sent along with the GEM RFQ number.
    1. Go to the "VENDOR QUOTES" tab to monitor the activity.
    2. You will also receive an email when a vendor responds to your RFQ.




 


MESSAGE BOARD



How do I post a listing on the Message Board?


  1. lick the "MESSAGE BOARD" tab at the top of the page. The most recent listings will appear at the top.
  2. Click "Post New Message" located at the top left.
  3. Fill in your subject and message details.
  4. Click "Post It" located under the message text field.



How do I edit or remove my Message Board listing?


  1. Click the "MESSAGE BOARD" tab at the top of the page. The most recent listings will appear at the top.
  2. Find the message you want to edit or remove then click the "Edit" link to the left.
  3. Edit any part of the message then click "Update Post" or click "Remove Post".




 


PURCHASE OFFER


How do I create a Purchase Offer from Parts Search?


  1. Click the "Part Search" tab at the top of the page.
  2. Enter the part number in the part number field then click "Search".
  3. The list of vendors will appear.
  4. Check the box next to the vendors you want to send the Purchase Offer to.
    1. Note- you can select all the vendors by checking the box at the top.


  5. Click "Make Offer"
  6. Fill in the fields of your Purchase Offer.
    1. Note- the bold fields are mandatory.
    2. A summary of the vendors to receive the Purchase Offer are at the bottom of the form. You can uncheck those you wish to exclude.


  7. Click "SEND OFFER" located at the bottom of the form.
    1. If a mandatory field has not been filled in a * will appear next to the field.


  8. After sending the Purchase Offer you will be taken back to the Part Search page and a message will appear indicating the Purchase Offer has been created and sent along with the GEM PO number.
    1. Go to the "BUYING" tab to monitor the activity.
    2. You will also receive an email when a vendor responds to your Purchase Offer.




How do I create a Purchase Offer from a Quote?


  1. Click the "Vendor Quotes" tab at the top of the page.
  2. Expand the quote of interest.
  3. Click "Make Offer" next to the vendor you want to send the Purchase Offer.
  4. Fill in the fields of your Purchase Offer.
    1. Note- the bold fields are mandatory.

  5. A summary of the vendors to receive the Purchase Offer are at the bottom of the form. You can uncheck those you wish to exclude.
  6. Click "SEND OFFER" located at the bottom of the form.
    1. If a mandatory field has not been filled in a * will appear next to the field.

  7. After sending the Purchase Offer you will be taken back to the Vendor Quotes tab and a message will appear indicating the Purchase Offer has been created and sent along with the GEM PO number.
    1. Go to the "BUYING" tab to monitor the activity.
    2. You will also receive an email when a vendor responds to your Purchase Offer.





How do I create a Purchase Offer from the Trading Post?


  1. Click the "Trading Post" tab at the top of the page.
  2. Click the "View Details" next to the "FOR SALE" listing of interest.
    1. Note- the listing has to be "FOR SALE" in order to make an offer.

  3. Click "Make Offer" located under the "Actions" palette on the right.
  4. Fill in the fields of your Purchase Offer.
    1. Note- the bold fields are mandatory.

  5. Click "SEND OFFER" located at the bottom of the form.
    1. If a mandatory field has not been filled in a * will appear next to the field.

  6. After sending the Purchase Offer you will be taken back to the Trading Post and a message will appear indicating the Purchase Offer has been created and sent along with the GEM PO reference number.
    1. Go to the "BUYING" tab to monitor the activity.
    2. You will also receive an email when a vendor responds to your Purchase Offer.




 


CUSTOMER QUOTES


How do I create a Customer Quote or respond to a RFQ?


  1. Click on the CUSTOMER QUOTES tab.
  2. Click the "Click to Quote" link for the Part Number you are quoting.
  3. Click "YES" to view the RFQ Details.
  4. Once you review the RFQ details you can:

    1. Click "Quote" to quote the customer.
      1. Fill in the quote information and click "quote" .

    2. Click "No Quote" to not quote the customer.
      1. The customer will be notified that you are not quoting.


  5. Click "Close" to Quote or No Quote at a later time.