iopharma quick reference help manual

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Finding the perfect relationship between thousands of pharmaceutical buyers & suppliers online with iOPharma™. iOPharma Quick Reference Help Manual www.io-pharma.com© iOPharma Ltd™

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Finding the perfect relationship between thousands of pharmaceutical buyers & suppliers online with iOPharma™.

iOPharmaQuick Reference

Help Manual

www.io -pharma.com© iOPharma Ltd™

I AM A BUYER. HOW DO I…?

www.io -pharma.com© iOPharma Ltd™

Log In to the Platform

1. Open your Internet browser

2. Type the URL https://live.iO-Pharma.com and select Go to view the iOPharma login page

www.io -pharma.com© iOPharma Ltd™

Log In to the Platform

3. On the login page enter your Username (email address) and Password

4. Select Submit. This will take you to the iO-Pharma.com Home Page where you

can navigate through the rest of the site

www.io -pharma.com© iOPharma Ltd™

Accept or Decline an Invitation from a Supplier

1. On your homepage select Management Notifications.

2. On the Notifications page you have the option to [Accept] or [Decline] an invitation from a supplier.

www.io -pharma.com© iOPharma Ltd™

Update My Profile

1. From the main menu select Management > My Profile to view your account profile.

2. On the My Profile page select the Edit Profile button, which will take you to the Client Account page.

3. On the Client Account page enter any changes you wish to make and then select the Save button.

www.io -pharma.com© iOPharma Ltd™

Inviting Suppliers

1. From the Dashboard select My Suppliers.

2. On the Find Clients page enter at least two characters in the search field to view

matching suppliers.

www.io -pharma.com© iOPharma Ltd™

Inviting Suppliers3. Select the supplier name from the drop down

list generated from your search criteria and then select the Search button (If your supplier does not appear in the list, see “Invite

New Suppliers”).

4. Select the Add to My Suppliers link to send an invitation to the supplier.

5. The supplier will then appear in you’re my Suppliers section with a status of Invitation Sent – Pending Supplier Acceptance. You will

receive notification once the supplier confirms his acceptance of your invitation.

www.io -pharma.com© iOPharma Ltd™

Source Products

1. From the Dashboard select Source.

2. On the Products Search page enter your search criteria then select the Search button.

www.io -pharma.com© iOPharma Ltd™

Source Products

3. Select products from the list of suppliers and then select the Enquire button.

4. On the next page choose the appropriate certificates for each product you are making an enquiry and press the Enquire button.

www.io -pharma.com© iOPharma Ltd™

I AM A SUPPLIER. HOW DO I…?

Log into the Platform

www.io -pharma.com© iOPharma Ltd™

1. Open your Internet browser

2. Type the URL https://live.iO-Pharma.com and select Go to view the iOPharma login page

Log into the Platform

3. On the login page enter your Username (email address) and Password

4. Select Submit. This will take you to the iO-Pharma.com Home Page where you

can navigate through the rest of the site

www.io -pharma.com© iOPharma Ltd™

Source Products1. From the Dashboard select Source.

2. On the Products Search page enter your search criteria then select the Search button.

www.io -pharma.com© iOPharma Ltd™

Source Products

3. Select products from the list of suppliers and then select the Enquire button.

4. On the next page choose the appropriate certificates for each product you are making an enquiry and press the Enquire button.

www.io -pharma.com© iOPharma Ltd™

Accept or Decline an Invitation

from a Supplier1. On your homepage select Management >

Notifications.

2. On the Notifications page you have the option to [Accept] or [Decline] an invitation from a buyer.

www.io -pharma.com© iOPharma Ltd™

Update My Profile

1. From the main menu select Management > My Profile to view your account profile.

2. On the My Profile page select the Edit Profile button, which will take you to the Client Account page.

3. On the Client Account page enter any changes you wish to make and then select the Save button.

www.io -pharma.com© iOPharma Ltd™

Add Products to My Catalogue

1. From the Dashboard select Products.

2. On the Sales Catalogue page select a product category (eg. APIs or Intermediates).

3. Select the Quick Product Entry button at the bottom of the page.

www.io -pharma.com© iOPharma Ltd™

Add Products to My Catalogue

1. In the Search field enter the Product Name or CAS Number to view matching products.

2. Select the product name from the drop down list and then select the Add button.

3. The product will then be added to your sales catalogue with a status of Not Updated and a confirmation message will appear with a link “Sales Catalogue”. Click on this link to view your newly added product.

www.io -pharma.com© iOPharma Ltd™

Add Pricing Information

1. From the Dashboard select Pricing.

2. On the Sales Catalogue page select a product category.

3. For any of the listed products select a product and choose “update reference price” from the dropdown list.

www.io -pharma.com© iOPharma Ltd™

Add Pricing Information

www.io -pharma.com© iOPharma Ltd™

Add Pricing Information

4. Select the “arrow” icon to view the product details.

5. On the product pricing details page select the Fixed Price option and enter the price.

6. Select a date of expiration by pressing on the calendar icon next to the Price Expires On field.

7. Select the Submit Price button.

www.io -pharma.com© iOPharma Ltd™

Invite My Buyers

1. From the Dashboard select My Buyers.

2. On the Find Clients page enter at least two characters in the search field to view matching buyers.

www.io -pharma.com© iOPharma Ltd™

Invite My Buyers

3. Select the buyer name from the drop down list generated from your search criteria and then

select the Search button (If your buyer does not appear in the list, see “Invite New Buyers”).

4. Select the Add to My Buyers link to send an invitation to the buyer.

5. The buyer will then appear in your My Buyers section with a status of Invitation Sent – Pending Buyer Acceptance. You will receive notification once the buyer confirms his acceptance of your invitation.

www.io -pharma.com© iOPharma Ltd™

Whether you’re a buyer or a supplier, the iOPharma Platform will benefit your

organisation.

Register at:www.io-pharma.com

@iOPharmawww.io -pharma.com© iOPharma Ltd™