Sedex Registration and Account Set Up Instructions Sedex – Supplier Registration Process Supplier Supplier Supplier Supplier Supplier Supplier

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Sedex Registration and Account Set Up Instructions Sedex – Supplier Registration Process Supplier Supplier Supplier Supplier Supplier Supplier Powered By Docstoc
					    Sedex:
Registration and
Account Set Up
  Instructions
              Sedex – Supplier Registration Process
 Supplier   Supplier     Supplier        Supplier        Supplier       Supplier       Supplier
Registers   Pays and   sets up user    Creates Sites   Adds Direct    gives access    completes
Company     Receives      access            of         and Indirect     to their         SAQ
            Password                   Employment       Customers        data


                  Log on to www.sedex.org.uk
                                                                                 1. Choose
                                                                                    your
                                                                                language




                         2) Click on
                         Join now
                 Sedex – Supplier Registration Process
 Supplier      Supplier     Supplier       Supplier        Supplier       Supplier       Supplier
Registers      Pays and   sets up user   Creates Sites   Adds Direct    gives access    completes
Company        Receives      access           of         and Indirect     to their         SAQ
               Password                  Employment       Customers        data


                                                                                3) Choose your
                                                                                 membership
                                                                               type. For details
   4) Choose the                                                                  of different
  number of sites                                                                  types click
  of employment
     you wish to
   register (at an
   annual cost of
  £28 plus a small
  handling charge
      per site)
                 Sedex – Supplier Registration Process
 Supplier      Supplier     Supplier       Supplier        Supplier       Supplier      Supplier
Registers      Pays and   sets up user   Creates Sites   Adds Direct    gives access   completes
Company        Receives      access           of         and Indirect     to their        SAQ
               Password                  Employment       Customers        data



     5) Enter the
   email address of
  the main contact
  for your account.
       All Sedex
   communication
    will be sent to
     this address.                                                               6) Choose a
                                                                               username to be
                                                                               used each time
                                                                                 you log into
                                                                                    Sedex




                                                                               7) Read and
                                                                               agree to the
                                                                              Sedex rules and
                                                                                terms and
                                                                                conditions
                      Sedex – Secure Payment page
 Supplier      Supplier     Supplier       Supplier         Supplier       Supplier      Supplier
Registers      Pays and   sets up user   Creates Sites    Adds Direct    gives access   completes
Company        Receives      access           of          and Indirect     to their        SAQ
               Password                  Employment        Customers        data

PayPal calculates the payment according to the number of your sites of employment you
                                    wish to register.




   8) Click
   here to
    make
  payment
                                                         £29.32


                                                         £29.32




              Note: you receive instructions on setting your password through emails
                   Sedex – Secure Payment page
 Supplier   Supplier     Supplier       Supplier        Supplier        Supplier       Supplier
Registers   Pays and   sets up user   Creates Sites   Adds Direct     gives access    completes
Company     Receives      access           of         and Indirect      to their         SAQ
            Password                  Employment       Customers         data


                                                       9) Click here to make the
                                                       payment on PayPal website
                                                       You must ensure that the Billing
                                                       Address matches the address of
                                                       the card you are paying with
                          £29.32
                                                       otherwise your payment cannot
                                                       be processed.


                                                           Once you have made payment,
                                                           you will receive the following emails:

                                                           • Confirmation from PayPal of
                                                           your payment

                                                           • Confirmation from Sedex that
                                                           your account has been set up

                                                           • An email with details on how to
                                                           set up a password
                    Complete your information
• Once you have registered on Sedex you can start to complete the
  information for your customer to view
   Add and edit                                                     Add
  your company                                                   customers
      and site                                                   and share
 information here                                                   your
                                                                information
                                                                    here
                            Set-up user access
 Supplier     Supplier       Supplier          Supplier              Supplier         Supplier         Supplier
Registers     Pays and     sets up user      Creates Sites         Adds Direct      gives access      completes
Company       Receives        access              of               and Indirect       to their           SAQ
              Password                       Employment             Customers          data


                                      Company Administrator



                                               Company                                       Site users can
  Company users                                                                             only access and
  can access and                                                                              edit data for
   edit data for                                                                             their assigned
      all the                                                                                    site(s).
  company’s sites                                                                           Company user
     and add                                                                                 adds site users
  customers and                                                                                   after
       users                                                                                registering sites




                                          Site 1 & 2 user access                           Site 2 user access
                         Site 1                                            Site 2
                       Set-up user access
 Supplier   Supplier     Supplier       Supplier        Supplier        Supplier      Supplier
Registers   Pays and   sets up user   Creates Sites   Adds Direct     gives access   completes
Company     Receives      access           of         and Indirect      to their        SAQ
            Password                  Employment       Customers         data


• There is no limit to the number of users that can be added on
Sedex
• It is important to grant the correct level of user access
• A site level user can be given access to several sites
• If you wish an SAQ to be answered by a site user, remember to
add them to the account and instruct them on how to complete
the SAQ.


                                                                Click here
                                                               to add and
                                                               edit account
                                                                   users
                                                Add users
 Supplier        Supplier          Supplier        Supplier          Supplier       Supplier         Supplier
Registers        Pays and        sets up user    Creates Sites     Adds Direct    gives access      completes
Company          Receives           access            of           and Indirect     to their           SAQ
                 Password                        Employment         Customers        data


                                                                 10. Click here
                                                                  to add new
                                                                      users


         11. Select profile
              type to
        determine access
          rights (Site or                                                                13. Enter password
         company level)                                                                  for user or request
                                                                                               a system
                                                                        4                     generated
                                                                                              password.
                                                                                         (Note: Password
                                                                                         should have 8 or
                  12. Select a                                                           more characters
                    unique                                                                 and incl. 1 or
                 username to                                                               more capital
                be used to log                                                              letter and
                  into Sedex                                                                 number.
                  Your sites of employment
 Supplier   Supplier     Supplier       Supplier        Supplier           Supplier      Supplier
Registers   Pays and   sets up user   Creates Sites   Adds Direct        gives access   completes
Company     Receives      access           of         and Indirect         to their        SAQ
            Password                  Employment       Customers            data


                                                        14. Click here
                                                        to view and
                                                       add your sites
                                                              of
                                                       employment
                                    15. Add a
                                   new site of
                                  employment
                                                                     View and edit your
                                                                        existing sites
                        Your sites of employment
 Supplier         Supplier     Supplier       Supplier          Supplier       Supplier         Supplier
Registers         Pays and   sets up user   Creates Sites     Adds Direct    gives access      completes
Company           Receives      access           of           and Indirect     to their           SAQ
                  Password                  Employment         Customers        data


                                                                                                17.
                                                                                              Select
       16.                                                                                   country
   Complete                                                                                 from list.
   the details
  for your site
                                                                   2. Add a
                                                                  new site of
                                                                 employment




                                                        18. Select
                                                         existing
                                                     contact from
                                                     list or create
                                                     new contact
                                                         for site
                  Your sites of employment
 Supplier   Supplier     Supplier         Supplier        Supplier       Supplier      Supplier
Registers   Pays and   sets up user     Creates Sites   Adds Direct    gives access   completes
Company     Receives      access             of         and Indirect     to their        SAQ
            Password                    Employment       Customers        data


                                         19. Select
                                         product
                                      area(s) and
                                      site function
                                        from lists.

                                                             2. Add a
                                                            new site of
                                                           employment
                                                                              20. Complete
                                                                                all worker
                                                                              number fields.




                                                                       21. Create
                                                                       your site
                            Add your customers
 Supplier        Supplier     Supplier       Supplier        Supplier           Supplier      Supplier
Registers        Pays and   sets up user   Creates Sites   Adds Direct        gives access   completes
Company          Receives      access           of         and Indirect         to their        SAQ
                 Password                  Employment       Customers            data


                                                                           22. Add
                                                                          and view
                                                                          customers
                                                                             here
     23. Add
     a new
    customer




 View and edit
 your existing
   customer
 relationships
                          Add your customers
 Supplier      Supplier      Supplier       Supplier        Supplier          Supplier      Supplier
Registers      Pays and    sets up user   Creates Sites   Adds Direct       gives access   completes
Company        Receives       access           of         and Indirect        to their        SAQ
               Password                   Employment       Customers           data




 24. Select
  trading
relationship
   type*
                                                                         25. Select
                                                                            your
                                                                         customer
                                                                          from list



               *Direct Customer: Customer that you
               supply directly and who pays you for              As soon as your
               your goods                                    customer validates your
                Indirect Customer: is supplied with          request, your company will
               your goods by your direct customer.           be visible to them.
               Not all companies have an indirect
               customer.
                Grant access to your data
 Supplier   Supplier     Supplier       Supplier        Supplier        Supplier        Supplier
Registers   Pays and   sets up user   Creates Sites   Adds Direct     gives access     completes
Company     Receives      access           of         and Indirect      to their          SAQ
            Password                  Employment       Customers         data


                                                                  26. Give
                                                                    your
                                                                 customers
                                                                  access to
                                                                 your data




                                                          27. Tick the boxes to link
                                                               your site to your
                                                                  customers
                    Grant Access to site data
 Supplier     Supplier     Supplier       Supplier        Supplier       Supplier      Supplier
Registers     Pays and   sets up user   Creates Sites   Adds Direct    gives access   completes
Company       Receives      access           of         and Indirect     to their        SAQ
              Password                  Employment       Customers        data




   28. Tick the
  boxes to share
       your
information with
  your customer


                                 You have now granted your
                            customer access to your site
                            information.
        Answer the Self Assessment Questionnaire
 Supplier       Supplier     Supplier       Supplier          Supplier          Supplier      Supplier
Registers       Pays and   sets up user   Creates Sites     Adds Direct       gives access   completes
Company         Receives      access           of           and Indirect        to their        SAQ
                Password                  Employment         Customers           data




                                                          29. View and
                                                          edit your self
                                                           assessment
                                                          questionnaire



    30. Click on a
   section to view                                             Completion
      questions.                                                 status of
    Complete all                                               each section
   questions of all
       sections.
   Self Assessment Questionnaire – Section Example
 Supplier         Supplier     Supplier     Supplier can    Supplier     Supplier      Supplier
Registers         pays and    completes      create and     adds new   gives access   completes
Company            receives   details and    add sites of   customer     to their        SAQ
                  password    user access   Employment                    data


   31) Answer
  all questions
     in each
     section




                         Once the SAQ is completed and linked, your customer can
                     see your site information as requested
If you need help, please contact the Sedex
                 helpdesk

                 London, UK
             +44 (0)20 7022 1955
            helpdesk@sedex.org.uk
             Skype: sedex_london

                      China
           +86 (0) 21 6218 5183 ext 120
          helpdeskchina@sedex.org.uk
               Skype: sedex_china