PassThru Setup

Overview

PassThru allows you to map supplier and item information between TraceGains Enterprise and TraceGains Gather®, then pass approved supplier documents to customers.

Prerequisites 

Before configuring PassThru:

• A TraceGains Gather® Group must be set up.
• PassThru must be mapped and enabled. Contact your Customer Success Manager to enable PassThru.

Phase 1: Map a Supplier to a Gather Location

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

Step 1: Start in the Suppliers tab.

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

Step 3: In the Supplier PassThru wizard, select the Gather location where documents should be forwarded.

• If the location does not exist, select Create New Location.
• The supplier's existing name, address, and contact information will populate automatically.

Step 4. If creating a new location, review the information and click Create Location.

Step 5. Verify that the new location appears as the forwarding location, then click Close.

Phase 2: Map an Item to TraceGains Gather® 

In this phase, add your items and document requirements from Enterprise to your TraceGains Gather® group.

Step 1: From the Suppliers tab, click Items in the supplier's row.

This opens Supplier Management > Items Supplied, where you can view the items supplied by this supplier.

Step 2: Click the PassThru icon for the item you want to map.

If the item does not currently exist in TraceGains Gather®, the Item PassThru wizard will indicate that it cannot be found.

Step 3: Under Unable to find this item in TraceGains Gather®, select Create New Item.

The Item ID and Item Name automatically populate from the Enterprise item record, keeping the information consistent between Enterprise and TraceGains Gather®.

Step 4: Complete the required item information marked with a red asterisk, such as Item Category Group and Item Category.

• Toggle Is Visible if you want the item to be discoverable on the Marketplace. You can update the item details before making it visible.

Step 5: Click Create Item.

The Item PassThru wizard displays the mapped item. The available options should include Remove Mapping, and Edit Location.

Step 6: Click Close. 

Add Document Requirements

Best practice: Add at least one document requirement to the item so documents can be passed through when requested.

Step 7: Click the Edit icon on the item record.

Step 8: Click Documents to navigate to the Document Requirements section.

Step 9: Click Manage Document Requirements.

Step 10: Select at least one document type to require for the item, then confirm your selection.

Step 11: Drag a document into the blue Drop Files Here box to fulfill the document requirement.

Step 12: In the Document Upload Analysis wizard, select the document's expiration date.

If the document has already been reviewed, you can also set Status to Approved and Workflow to Completed.

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

After the supplier location, item, and document requirements have been configured, you can pass documents from Enterprise to your TraceGains Gather® group.

Step 1: Open the item record and select Documents.

Step 2: Click the PassThru icon for the document you want to send.

Step 3: Review the Document PassThru wizard. The wizard indicates whether customers have requested the document.

Click Send Document to pass the document to TraceGains Gather®.