PassThru Setup

What is PassThru?

PassThru is a tool built into the TraceGains system designed for users who want to utilize automation of populating their TraceGains Gather® group with documents from Enterprise. PassThru is a crucial feature of TraceGains’ Networked Supplier Management and Customer Management software solutions. It enables users to align location, item, and document naming conventions within the network, and share suppliers’ compliance documents directly with customers.

How PassThru Works

Setup

PassThru uses your existing location-based supplier information and item supplied data and passes it through to your TraceGains Gather® group. The benefits are your information will be concise and on the network for seamless integration between all your co-manufacturers, suppliers, and customers.

Follow the steps from Phase 1 and Phase 2, below, to use PassThru to create aligned locations, items, and document requirements.

Maintenance

Mapping

After setup, PassThru allows you to update location and item data. When you click the PassThru icon of an established connection, you can simply click “Edit Mapping” so that you don’t have to update data in Enterprise and TraceGains Gather® separately.

Document PassThru

Here’s a breakdown of how Document PassThru works when fully implemented:
1: Your customer requests a document. This request is put in front of you.
2: Customer document requests are fulfilled by PassThru once you approve the document and pass it. Suitability is based on the supplier/item mapping. The document types must meet your supplier-based document requirements. 
3: To review the document for your records, visit the Documents tab in your TraceGains Enterprise site.

• If enabled, TraceGains’ PostOnce feature can send a copy of that approved document to EVERY ONE of your customers that has requested it, including the original requestor.
• Upon request, TraceGains Support can enable an hourly job of resending newly approved replacement documents.

Prerequisites for Configuring PassThru

1. Have a TraceGains Gather® Group set up
2. PassThru must be toggled on. Please contact TraceGains Support to do this.

PassThru Setup Best Practice

Phase 1: Map Supplier to a Location Via the Suppliers Tab

This section will instruct you how to map your existing supplier records in Enterprise to a location in your TraceGains Gather® group.

1. Start in the Suppliers tab

2. Click the PassThru arrow icon  for the desired supplier.

3. The Supplier PassThru wizard displays the following information:

• • Your Company
  • Collects documents from supplier: [lists supplier]
  • Dropdown for selecting where the documents will be forward to (select your supplier group location)
    • If you don’t see the correct location, there is a link to Create New Location in TraceGains Gather®

4. In this example, we are starting from scratch. Select ‘Create New Location’.

• In the wizard, notice that key information is already filled out, populated from the supplier record you already have established. Therefore, the naming conventions of the plant/location name, address, and contact information will remain consistent between your Enterprise and TraceGains Gather® sites when you click ‘Create Location’.

5. Click ‘Create Location’.

6. The Supplier PassThru wizard should now display the correct forwarding location. The options below should read “Remove Mapping,” “Edit Location,” and “Close.”

7. Click ‘Close’.

Phase 2: Map Items to TraceGains Gather® Network Via the Items Supplied Tab

In this phase, we will continue our mapping journey. Follow the steps below to add your Items Supplied and document requirements from your Enterprise site to your TraceGains Gather® group.

1. From the Suppliers page, go to the items for this supplier by clicking 'Items' in the supplier’s row.

• This will take you to the Supplier Management > 'Items Supplied' sub-tab, viewing items supplied by this supplier.

2. Click the PassThru icon for the first item.

• The Item PassThru wizard should alert you that ‘This item does not currently exist in TraceGains Gather®”. We will create the item now.

3. At the bottom of the wizard, under ‘Unable to find this item in TraceGains Gather®’, select ‘Create New Item.’

• Once again, the Item ID and Item Name should autofill, making the naming conventions the same across your Enterprise and TraceGains Gather® sites.

4. Be sure to complete the other required item information (denoted by the red asterisk), such as Item Category Group and Item Category.

• Toggle ‘Is Visible’ if you wish to make the item discoverable. You may wish to tweak the details later on before making the item discoverable on the Marketplace.

5. Click ‘Create Item’.

• The Item PassThru wizard should now display the correct item information. The options below should read “Remove Mapping,” “Edit Location,” and “Close.”

6. Click ‘Close’.

7. Best practice suggests we add at least one document requirement to the item. Click the edit icon on the item record.

8. Click the ‘Documents’ link for quick navigation to the Document Requirements section of the item record.

9. Click ‘Manage Document Requirements’.

10. Select at least one document type to require for the record and proceed to confirm the selection.

11. Drop a document to fulfill the requirement(s) in the blue ‘Drop Files Here’ box.

12. In the resulting Document Upload Analysis wizard, select the expiration date.

• If reviewed, you can set the status to ‘Approved’ and workflow ‘Completed’ at this point to save time.

Phase 3: Document PassThru via the Item Record or Documents Tab

Now that all the mapping of supplier locations, items, and doc requirements have been configured, you can seamlessly pass documents from your Enterprise site to your Gather site. Here’s how:

1. In the item record (access via the item record), select the Documents section again.
2. Click the PassThru icon for the desired document.
3. The Document PassThru wizard will prompt you to send your document, and let you know whether there are customers requesting this particular document. Click ‘Send Document’ once you have reviewed the message.