sedex: registration and account set up instructions
TRANSCRIPT
Sedex: Registration
and Account Set Up Instructions
Log on to www.sedex.org.uk
Sedex – Supplier Registration ProcessSupplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
1. Choose your
language
2) Click on Join now
Sedex – Supplier Registration Process
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
3) Choose your
membership type. For details of different
types click
4) Choose the number of
sites of employment you wish to register (at an annual cost of £28 plus a small
handling charge per
site)
Sedex – Supplier Registration ProcessSupplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
6) Choose a username to be used each time you log into Sedex
5) Enter the email address
of the main contact for
your account. All Sedex
communication will be
sent to this address.
7) Read and agree to the Sedex rules and terms
and conditions
Sedex – Secure Payment page
Note: you receive instructions on setting your password through emails
PayPal calculates the payment according to the number of your sites of employment you wish to register.
£29.32
£29.32
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
8) Click here to make
payment
Sedex – Secure Payment page
£29.32
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
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
9) Click here to make the payment on PayPal websiteYou must ensure that the Billing Address matches the address of the card you are paying with otherwise your payment cannot be processed.
Complete your information
• Once you have registered on Sedex you can start to complete the information for your customer to view
Add and edit your company
and site information
here
Add customers and share
your informatio
n here
Set-up user access
Site 1 Site 2 Site 2 user access
Company
Company Administrator
Company users can
access and edit data for
all the company’s sites and
add customers and users
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
Site 1 & 2 user access
Site users can only
access and edit data for
their assigned site(s).
Company user adds site users
after registering
sites
Set-up user access
• 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.
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
Click here to add
and edit account
users
Add users
4
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
13. Enter password for
user or request a system generated password.
(Note: Password
should have 8 or more characters
and incl. 1 or more capital
letter and number.
11. Select profile type to
determine access rights
(Site or company
level)
10. Click here to
add new users
12. Select a unique
username to be used to log into
Sedex
Your sites of employmentSupplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
14. Click here to view
and add your sites of employmen
t 15. Add a new site
of employme
nt View and edit your existing sites
Your sites of employmentSupplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
2. Add a new site
of employme
nt
16. Complete
the details for your site
17. Select country from
list.
18. Select existing contact
from list or create new contact for
site
Your sites of employmentSupplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
2. Add a new site
of employme
nt
19. Select product
area(s) and site
function from lists.
20. Complete all
worker number fields.
21. Create
your site
Add your customersSupplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
22. Add and view customer
s here 23.
Add a new
customer
View and edit your existing
customer relationship
s
Add your customers
*Direct Customer: Customer that you supply directly and who pays you for your goods Indirect Customer: is supplied with your goods by your direct customer. Not all companies have an indirect customer.
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
24. Select trading
relationship type*
25. Select your
customer from
list
As soon as your customer validates your request, your company will be visible to them.
Grant access to your dataSupplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
27. Tick the boxes to link your site to your
customers
26. Give your
customers
access to your data
Grant Access to site data
Supplier Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
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 Registers Company
Supplier complete
s SAQ
Supplier Adds
Direct and Indirect
Customers
Supplier Creates Sites of
Employment
Supplier Pays and Receives Password
Supplier gives
access to their data
Supplier sets up
user access
29. View and edit your self
assessment
questionnaire
Completion status of
each section
30. Click on a section to
view questions.
Complete all questions of all sections.
Once the SAQ is completed and linked, your customer can see your site information as requested
Self Assessment Questionnaire – Section Example
Supplier Registers Company
Supplier complete
s SAQ
Supplier adds new customer
Supplier can create and add sites of
Employment
Supplier pays and receives password
Supplier gives
access to their data
Supplier completes details and user access
31) Answer all
questions in each section
If you need help, please contact the Sedex helpdesk
London, UK+44 (0)20 7022 1955
[email protected]: sedex_london
China +86 (0) 21 6218 5183 ext [email protected]
Skype: sedex_china