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PURCHASING CARD CARDHOLDER OVERVIEW AND TRAINING

PURCHASING CARD CARDHOLDER OVERVIEW AND TRAINING Ferguson Purchasing Card is a MasterCard credit card issued by Fifth Third Bank through Ferguson Enterprises, Inc. Presented by: Sandra Sherrill – Manager of HQ AP and Card Services sandra.sherrill@ferguson.com 757-989-2596

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PURCHASING CARD CARDHOLDER OVERVIEW AND TRAINING

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  1. PURCHASING CARD CARDHOLDER OVERVIEW AND TRAINING Ferguson Purchasing Card is a MasterCard credit card issued by Fifth Third Bank through Ferguson Enterprises, Inc. Presented by: Sandra Sherrill – Manager of HQ AP and Card Services sandra.sherrill@ferguson.com 757-989-2596 Keshla Bumpers – Assistant Supervisor of HQ AP and Card Services keshla.bumpers@ferguson.com 757-223-6946

  2. Training Overview: • Cardholder Responsibilities • Activating your Fifth Third MasterCard • Initial set up and login to SmartData Website • Features of SmartData • Review of Transaction Management and Accounting Code Allocation • Reports and Profile Maintenance • Contact information – Where do I send my receipts and Who do I contact if I have questions.

  3. CARDHOLDER RESPONSIBILITIES • Daily: • Follow program guidelines as detailed in the Purchasing Card Manual • Weekly: • Send imaged receipts directly to the Card Services department • Review your transactions in the SmartData website – adding business descriptions and accounting codes as appropriate • Mark transactions as reviewed once complete • Monthly: • It is no longer necessary to print your statement and have it signed! Simply send your receipts to Card Services and review your transactions in SmartData. Once you have marked your transactions as reviewed, your approver will review and mark as approved.

  4. GETTING STARTED • Activating Your Card • 1-800-535-6807 (Number is located on the sticker of your new card) • You will need the last four digits of your Social Security # for your phone activation. • The Social Security Number on file for activation purposes was pulled from your initial PCard application. If you did not give us your true social security number at the time of application, you will need to call Card Services. If you did not provide a social security number at all on your initial application – your last four digits are set to 9999.

  5. Activating your SmartData User ID • SmartData Quick Start Guide • SmartData Website - https://sdg2.53.com • Initial User ID = 16 Digit Card Number • Initial Password = 53FERGUSONXXXX (Last four digits of card) • Suggestions: • Use your FEI assigned AA# as your ID for ease of memory. • Please enter your email address as the system allows for internal emails. • If you are both a cardholder and approver – your approver ID will be set to • A-AA#XXXX by the Card Services Program Administrator • Record your authentication question answers • If you have trouble accessing the SmartData Website – contact your PCard Program Administrator (Keshla Bumpers – 757-223-6946)

  6. Create your User ID Use your FEI Trilogy ID for ease of memory

  7. Questions?

  8. Click on the Split Icon to add additional lines to your transaction detail.

  9. Questions?

  10. Downloadables: • PCard Manual • SmartData Quick Start Guide • Annual Terms and Agreement Form • PCard Training - PowerPoint Presentation • Fax cover sheet &Purchasing Card Transaction Detail Sheet • for sending receipts to CardServices@Ferguson.com

  11. Questions?

  12. Visit us on the Pipeline Finance - HQ AP - PCard FAQ Manual, documents and forms Contact information: Ferguson Enterprises, Inc Attn: Purchasing Card Dept HQ – AP PO Box 2520 Newport News, VA 23602 Headquarters Phone 757-874-7795 Department Phone 757-223-6946 Department Fax 757-989-2510 Department Email CARDSERVICES@ferguson.com Card Services Department Hours – 7:00am – 5:30pm EST

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