YOUR GUIDE TO STEEL VALET.

Learn how to use all the tools and features inside our platform. Plus, we’ll include all the answers to the most common questions – so you can find the answers you need quickly.

COMPANY & PROFILE MANAGEMENT

WHAT IS IT?

Take charge of your company inside Steel Valet here and manage your personal profile. We recommend that this is the first area of the website you visit. Begin by entering in your contact information, company logos, profile pictures, and entering in your company’s specializations – allowing you to receive requests from other users. Plus, you can also invite colleagues and create new divisions under your company.

QUESTIONS

I accepted an invite but it’s not working?

The administrator of the company may have cancelled the invite. You can ask them to send you another or request to join their organization.

TUTORIALS

Edit/Add Division

Page: My Company

Click the ADD DIVISION to create a new division. Or select EDIT under the division you wish to edit. The Add Division page has 3 sections for you to fill out: Contact Information, Materials Supplied, and Processing Capabilities.

Contact Information – This section includes your division’s contact info, and the ability to add colleagues to the division. You also have the ability to set permissions for each colleague allowing them to access certain functions. Plus, you’ll have the option to add your company logo.

Materials Supplied – Select the materials this Division supplies. Whenever a user makes a Request for material you supply you will receive a notification.

Processing Capabilities – Select all the processes and specializations your facility does.

Add Colleagues & Set Permissions – add all the colleagues who work under this facility and set their permissions. The permissions allow them to perform specific tasks on behalf of the company.

Click SAVE UPDATES to keep your changes.

Add A Colleague to A Division

Page: My Company

Select EDIT under the Division you would like to add your colleague to. Under the Add Colleagues & Set Permissions section you’ll find all the current colleagues in that division. In the top right there is a dropdown menu. Select the member you want to add to the division from the menu and click ADD to confirm.

You can now set the permissions of this user. These permissions allow them to perform specific tasks on behalf of the company.

Click SAVE UPDATES to keep your changes.

Edit My Profile

Page: My Profile

Click on EDIT PROFILE underneath your profile picture and name. Fill in all the necessary information for your profile. You can even upload a picture for your profile.

Click SAVE CHANGES when you are finished to keep your updates.

Adding Companies to Your Directory

Page: Facility Directory

To add a facility to your directory, select the checkbox under the ADD TO DIRECTORY column. The companies will be added to your directory under MY PROFILE.

LISTINGS

WHAT IS IT?

Listings are your opportunity to sell your inventory to clients around the world. Or if you’re looking for a particular product you might be able to find it in the online marketplace.

QUESTIONS

CAN I EDIT AN EXISTING LISTING.?

You are not able to directly edit an existing listing once it's been uploaded to Steel Valet. You may however Copy the listing, which you are able to edit before posting. Simply choose the Listing you wish to copy, on the listing page select the COPY LISTING button. This will take you to a page where you can edit the details of the listing. When you are finished select SUBMIT to post it on Steel Valet.

You may at this time remove the original listing if you no longer wish to sell that product.

I’m A Licensed User with a Company but I cannot Create A Listing?

Although you are a Licensed User, your company’s Administrator must grant you permission to Create Listings.

TUTORIALS

Create Listings

Page: Create Listings

The Create Listing page allows you to add in all the necessary details about your product. Note: Some fields will be required in order for you to complete the listing.

Once you are finished select the ADD ROW button. This will add the listing details to the chart below, allowing you to create another listing. Once you are done creating listings click the SUBMIT LISTING button to add them onto the Steel Valet platform. You will be asked to confirm this request. Click YES to continue.

View My Listings

Page: Dashboard

You can view your Listings from the Dashboard. Click on VIEW under MY LISTINGS. You’ll be taken to a chart that displays all your Active Listings. Select VIEW MORE to see the listing details and chat function.

View Sold Listings

Page: Dashboard

You can view your Listings from the Dashboard. Click on VIEW under SOLD LISTINGS. You’ll be taken to a chart that displays all your Sold Listings. Select VIEW MORE to see the listing details and chat function.

Close Listings

Page: View Listing

At the bottom right corner of each listing you’ll find a CLOSE LISTING button. Once you click on the button you’ll be asked to confirm this request, click YES to continue. The listing will now be moved to your SOLD LISTINGS.

Negotiating & Inquiring About Listings

Page: View Listing

All listings have a chat section in them. If you have an inquiry for the seller or want to negotiate with them you can send them a message. You will be sent a notification if they respond.

REQUEST A QUOTE & PROPOSALS

WHAT IS IT?

Requests for Quotes (RFQ) / Proposals is an excellent way to ask the Steel Valet marketplace for a particular material for your project. Once you create a request all facilities who specialize in that material will be notified and have the option to bid for your business.

FREQUENTLY ASKED QUESTIONS

I’m A Licensed User with a Company but I cannot Request A Quote?

Although you are a Licensed User, your company’s Administrator must grant you permission to Request Quotes.

TUTORIALS

Create A Proposal / Request A Quote

Page: Request A Quote

Fill out the form with all the necessary information. Please note that some information is required. You may add any additional information in the DESCRIPTION field. Remember to select the division(s) you want to send the request to and click SUBMIT when you’re finished.

Once you submit the request all facilities who specialize in that material will receive a notification. They will have the option to bid for your business.

View My Requests

Page: Dashboard

You can view your Requests/Proposals from the Dashboard. Click on VIEW under MY REQUESTS. You’ll be taken to a chart that displays all your Active Requests. Select VIEW PROPOSAL to see the details and chat function.

View Awarded/Closed Requests

Page: Dashboard

You can view your Awarded Requests from the Dashboard. Click on VIEW under AWARDED REQUESTS. You’ll be taken to a chart that displays all your awarded requests. Select VIEW PROPOSAL to see the listing details and chat function.

Award A Request

Page: Request/Proposal Page

To award a request to a bidder select the AWARD button beside their name. You will be prompted to confirm this. Once you award a request to one bidder the request will be closed to all other bidders and be moved to your AWARDED REQUESTS page.

After you award a request to a bidder you’ll be able to work out all the necessary details of the order with them. The chat function will still be available to finalize these details.

Submit A Bid

Page: Request/Proposal Page

To submit a bid select the SUBMIT AMOUNT button. You’ll be prompted to enter an amount. The currency field is fixed so remember to take this into account. Click SUBMIT QUOTE to enter your bid. The buyer will be notified.

You may interact with the Buyer/Seller from the ACTIVITY FEED on the Proposal page. The user will be notified when you send them a message.