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Four short exercises to take you through the core use cases that a procurement person will use ChemCloud for:
  1. RFQ: Get Quotes from your suppliers, and track through to delivery
  2. Find New Material: Find a new material or an alternative supplier
  3. Manage Products: Add a new Product, Supplier and Approved Material
  4. Speed up: Navigate quickly around ChemCloud

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Use Case 1 - RFQ: Get Quotes from your suppliers (5 mins)

Objective: The day-to-day procurement task. You need prices and availability for a raw material. In this exercise you will complete the full procurement workflow from request to purchase (although the AI ingestors would normally do most of the manual work for you!)
1

Select Product

Type a product code into the home page search bar
2

Select RFQ Details

Choose the suppliers to add to your request. Note you can add suppliers who don’t immediately appear.Select the volume you are looking for. Add a comment, a price target and a comment. Review the email when you submit.
3

Add supplier quotes

Add quote from two different suppliers. Note the fields available to you:
  • Number of packs
  • ETA
  • Spot / Blanket Order
  • Currency
4

Add supplier quotes

Add quote from two different suppliers. Note the fields available to you:
  • Number of packs
  • ETA
  • Spot / Blanket Order
  • Currency
5

Proceed to PO

Compare quotes and select one of the quotes, and go through the 4 purchase steps: a. Check the volume is correct b. Review the terms c. Add the required by date (and comment) - these will flow through to the PO d. Check the details are right and review the automations on the final page - particularly the ‘send email to unsuccessful suppliers
6

Update Delivery

You can now update the delivery through its various stages.Our AI ingestor will automate most of this work for you.
Expected Outcome: Successfully complete end-to-end procurement process

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Use Case 2 Find New Material: Find a new or alternative material (5 mins)

Objective: This time you want to discover a new material, or an alternative supplier for an existing material
1

Select Product

Type a product code into the home page search bar.
2

Choose 'R&D Formulation'

This time choose ‘R&D Formulation’. You will see it is asking you for different fields, which help suppliers provide you with the right product options:
  • Approx annual usage (and the unit of measure)
  • Preferred pack size
  • Type of material - is it New Product Development, or an alternative You can add other context - including adding an existing specification you want to match. Select the Suppliers you want to send this request to. Submit the request - and review the email that will be sent out.
3

Add supplier product

If suppliers come back with products for you to review - you will have to add these products yourself. You can do that by clicking ‘Add Quote’. You will be prompted to ‘Add Supplier Product’ (which takes you to a new tab). Add the supplier product details, and return back to your request.
4

Request Sample

From here, your next action might be to request documents - or request a sample. Try selecting both of these buttons. Request Documents will send an email to the account manager requesting documentation. Request sample will ask for a sample - and also create this product as a pending approved material.
Expected Outcome: Successfully onboard new materials with proper approvals

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Use Case 3 Manage Products: Add a new product and an associated approved material (3 mins)

Objective: You want to start purchasing a new raw material, and want to make sure it is synced with your ERP - and that there are appropriate approvals recorded
1

Add Product

Go to ‘Products’ in the top navigation. You can also click the + button. From here, add a product
2

Enter Product Details

Raw material code and name are for your internal reference. You can also add details like annual usage, UOM andAdd the ERP unique ID for this product. This allows ChemCloud to sync with your ERP when creating purchase orders).Link to a ChemCloud product. This helps to find new suppliers of the product in the ChemCloud network. If you can’t find a match, select from the bottom of the drop down.
3

Add an Approved Material

Now you have created the product, you can add an Approved Material. Let’s use an example where you have a completely new supplier.Go to ‘Add Approved Material’ (again you can do this from the plus button in the top navigation).Choose the product you are adding the approval for. Select a supplier (or add a new one). Select the supplier’s product (or add a new one). Select the approval status. You can now manage this approval through to its approved state.
Expected Outcome: Successfully add new product and approval to ChemCloud

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Use case 4 - Speed up: Move quickly around ChemCloud (3 mins)

Objective: Get things done faster in ChemCloud
1

Plus Button in Top Navigation

Press the ‘plus’ button in the top navigation - you can add new items here quickly.
2

Use the 'three dots' on a table

Go to the In Progress Deliveries Page. Click the three dots on the right hand side of the row. This allows you to quickly update each delivery. Every table has these three dots (and more actions are coming!).
3

@Mention Someone

Add a note on a delivery and type in @ - you will see that a list of names comes up. If you select a name, they will be sent an email. Try it with yourself
Expected Outcome: Save time by working quickly in ChemCloud