Buyer Tools Setup/Administer

Buyer - Setup/Administer

Setup/Administer

Setup/Administer overview

The Setup/Administer menu includes the following items:

  • Seller Requests: lists all your active seller partners, pending partners, and available sellers. Use the page to request a seller authorize you to be a partner buyer.

  • Mobile Setup: allows you to activate the mobile Exchange.

  • Chat: allows the buyer or seller to initiate a chat session. This can assist in communicating and negotiating deals.

Seller Request overview

The Seller Request page lists all your active seller partners, pending partners, and available sellers. Use the page to request that a seller authorize you to be a partner buyer.

A majority of seller on DTN Exchange are listed on the home page. If you do not see a specific seller you want to partner with in the Other Sellers pane, contact that seller to find out more information.

 

Seller Request Interface

Field Description
Your Active Partners Your Active Partners are sellers who have authorized you to purchase product from them. In general, these are the same sellers that appear in the various Seller lists throughout DTN Exchange. Keep in mind that just because a seller is an active partner doesn’t necessarily mean the seller has product to offer at a given time.
Your Pending Partners Your Pending Partners are sellers who you would like to add to your Active Partners list. When you select a seller from the Other Sellers pane and click Add, the seller moves to the Your Pending Partners list. At the same time, your name is added to the seller’s view of DTN Exchange. From there, the seller can determine whether to accept your request and make you an active partner, or reject your request. A seller also has the option to move your name to an inactive status after long periods of inactivity.
Other Sellers The Other Sellers pane lists those sellers who are available and doing trades on DTN Exchange. You can use this list to select additional sellers to add to your Pending Partners list. If the seller accepts you, they are moved to Your Active Partners list.
Add Allows you to move the selected items from Other Sellers to Your Pending Partners. It is up to the seller to approve the partnership.
Terms The Terms tab allows you to see terms from any of your Active Sellers. You can see terms for Prompt, Forward, and Flex offers. If an offer type is greyed out, it may mean the seller doesn’t provide that offer type on the Exchange.

Seller Request tasks

Send a Seller Request

Location:  Buyer  >  Setup/Administer  >  Seller Request

To see pricing in DTN Exchange, you need to send a request to DTN Exchange Sellers. This should be the first task you complete when you first login to the Exchange.

Here’s how to send seller requests:

  1. From the Other Sellers pane, select a partner. To select multiple sellers, hold down the CTRL key while you make your selections.

  2. Click ADD. This action moves the selected partner to the Your Pending Partners pane.

NOTE:  Once you have a seller pending, notify that seller that you’ve requested partnership so you can begin receiving prices as soon as possible on DTN Exchange.

  1. The seller is notified of your request to become a partner buyer. If the seller makes you an active partner, the seller’s name displays the Your Active Partners pane.

 

 

 

Mobile Setup overview

The DTN Exchange mobile website keeps you updated while you’re on the go, giving you the ability to place prompt orders and/or bids on fuel wherever you are. You can activate DTN Exchange mobile from the desktop.

To learn more about the DTN Exchange mobile platform, check out this overview.

 

Enabling your DTN Exchange Mobile Access

To use the DTN Exchange Mobile website, you need to complete the following two steps to enable your account:

Step One: Verify Exchange Mobile User Role is Active

Location:  Setup  >  User Manager  

The DTN Support team activates this role when setting up a user. Verification must be performed by a current buyer user or designated buyer administrator prior to buyers enabling their mobile settings. These instructions are for users who already have an account.

Here’s how to verify that a user is setup with the DTN Exchange Mobile Buyer Trading role:

  1. Select the user’s name under the Users field.

  2. From the Roles field, verify that Mobile Exchange Buyer Trading is listed. If not, click this role in the Available User Roles field. The role then appears in the Roles field

  3. Click Save.

Step Two: Enable Exchange Mobile Settings

Location:  Buyer  >  Setup/Administer  >  Mobile Setup

NOTE:  This step must be performed by the buyer.

Here’s how to activate the DTN Exchange Mobile from the desktop version:

  1. Select On in the Enable Exchange Mobile field.

  2. Click Save.

Chat overview

The Chat feature makes negotiating on DTN Exchange easier. This feature allows the buyer or seller to initiate a chat session. This can assist in communicating and negotiating deals.

  • Use chat to agree on volumes and/or price, and then the buyer can place the appropriate bid/order.

  • Use chat if you’re negotiating an existing bid/order or have yet to place one. Your seller can place an order for your company directly from chat.

  • Use chat so the buyer can ask the seller questions about a particular offer or general questions.

 

Using Chat

Location:  Buyer  >  Setup/Administer  >  Chat

Here’s how to use Chat:

  1. Click Chat next to the desired seller to start a session. Only sellers online display.

  2. Enter the information in the Chat window and click Send.

NOTE:  An audible alert sounds on the seller’s desktop indicating a new chat. During a chat, if no response is received, after a period of 90 seconds, a new audible sounds reminding the buyer or seller to respond.

  1. If the conversation should be saved, click Save. Conversations can be exported to a .csv format.

  2. Click End Chat to close the chat.

 

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