Terex Corporation. ecommerce for Aftermarket_SHVN_EN_V1.00. Training Manual

Transcription

1 Terex Corporation ecommerce for Aftermarket_SHVN_EN_V1.00 Training Manual

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3 Terex Management System (TMS) ecommerce for Aftermarket_SHVN_EN_V1.00 Training Manual TMS is the technology foundation that enables and supports the business capabilities we need to serve our customers, leverage our supply chain, optimize our financial management, and improve our decision making.

4 COPYRIGHT 2011 Terex Corporation. All rights reserved. No part of this manual may be reproduced, transmitted, transcribed, stored in a retrieval system or in electronic format, or translated into any other language in any form or by any means without the written permission of Terex Corporation. TRADEMARKS AND ACKNOWLEDGMENTS Oracle and UPK are registered trademarks of Oracle. Other products mentioned are trademarks or registered trademarks of their respective companies. 25 August 2013

5 Table of Contents Introduction to TMS...1 How to Use this Manual...2 Course Topics Common Tasks... 6 Logging in for the First Time... 7 Logging in and Selecting a Store Logging into ecommerce Through Construction Portal Password Reset (Forgot My Password) Profile Information View and Modify Profile Information Using Search Searching in the Electronic Parts Catalog Searching by VIN Number Parts Catalogs Navigating the Electronic Parts Catalog Working with the Parts Book Page Adding Items to the Cart from the Parts Book Page Direct Item Entry Uploading Items via Direct Item Entry Manually Adding Items via Direct Item Entry Error Messages in Direct Item Entry Shopping Carts and Lists Shopping Cart Overview Changing Shipping Priority (2 levels) Changing Shipping Priority (3 levels) Working with Shopping Lists Working with Shopping Carts Checkout and Order Placement Placing Orders Using Single Checkout Placing Orders Using Two Checkout Creating a new Ship to Address Changing the Bill-to Address Returns Published: 25 August 2013 Page i

6 Creating an Online Return Viewing Viewing Orders Viewing Orders by Part Number Viewing Returns Viewing Invoices Viewing Payments Website: Contact Us: Page ii

7 Introduction to TMS The Terex Management System is the technology foundation that enables and supports the business capabilities we need to serve our customers, leverage our supply chain, optimize our financial management, and improve our decision making. The software that runs TMS is called the Oracle E Business Suite. This software is an integrated family of application products that share a common look and feel. Using the menus and windows of this application, users have access to all the functions needed to manage business information. This system is responsive to users, supporting a multiwindow graphical user interface (GUI) that provides a point-and-click capability. Users can rely on their mouse or keyboard to operate graphical controls such as pull-down menus, buttons, poplists and checkboxes. In addition, the system offers many other features such as field-to-field validation and list of values to help you simplify data entry and maintain the integrity of the data you enter. It is important to remember that while TMS does include the implementation of the Oracle suite of Enterprise Resource Planning software, it is not just Oracle technology. In fact, while it is technically accurate to refer to the application software as Oracle, the best way to think about TMS is that it is a tool that Terex will use to help us pull our company together so we can serve our customers, shareholders and each other more effectively and efficiently. For this reason, we have replaced the use of the term Oracle, except where it refers to the company itself, with Terex Management System (TMS) or the acronym TMS. Published: 25 August 2013 Page 1 of 221

8 How to Use this Manual This manual is intended to help Team Members become familiar with ecommerce for Aftermarket_SHVN_EN_V1.00 functions within TMS both in and out of the classroom. Each topic includes the detailed steps necessary to complete a process. Icons The following icons are used throughout this manual: Icon Description Provides a conceptual description for a process, task, system capability, or system feature. Defines essential terminology or provides a table of screen field descriptions. Highlights a useful piece of information. Provides a tip for using the screen or incorporating job tasks with the process. Indicates an area where a team member should use caution. Published: 25 August 2013 Page 2 of 221

9 ecommerce for Aftermarket_SHVN_EN_V1.00 Course Topics Published: 25 August 2013 Page 3 of 221

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11 This course details processes and procedures for using ecommerce for Aftermarket. After completing this course, ecommerce users will be able to: Navigate between store selections Directly enter items and item lists for searches and shopping carts Use Aftermarket parts lists, direct entries and catalogs to create shopping carts Identify and respond to special case items such as superseded, hazardous or nonweb orderable Create shopping carts, modify them, and use them to generate shopping lists or orders Generate orders and change ship to addresses, billing information, and other aspects of the orders View orders, methods of payment, payment histories, billing information, invoices and payments Create return orders Update profile information Published: 25 August 2013 Page 5 of 221

12 Common Tasks This lesson details processes and procedures for using ecommerce After completing this lesson, ecommerce users will be able to: Login to ecommerce Set or update passwords Login to ecommerce through the Construction Portal Identify a selection of commonly used icons Published: 25 August 2013 Page 6 of 221

13 Logging in for the First Time This procedure demonstrates how to login to ecommerce and change the account password. The first time you login to ecommerce the system will require an update from the initial password to a new password before you may use ecommerce. This lesson will take you through those steps and help make the initial password reset as smooth as possible. After completing this procedure, ecommerce users will be able to: Login to ecommerce. Change the initial password Change the password from the Account Profile Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure Welcome to the Terex ecommerce Site. The following frames introduce how to the initial ecommerce login process and how to change the account password from the account profile screen. The ecommerce site is located at: " Published: 25 August 2013 Page 7 of 221

14 1. The login page is your initial entry to this site. It is a basic login screen. However it also allows a language selection, and some instructions to change the screen resolution. Note: The Parts Book Image plugin only works with Microsoft Internet Explorer, and the site is optimized for Microsoft Internet Explorer (and a 1280x1024 screen resolution). However, the site is functional with other browsers, including tablets. Published: 25 August 2013 Page 8 of 221

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16 2. In order to facilitate the initial login process Please add to your contacts so that s make it to your inbox instead of the spam folders. You will more than likely have received two s: a) A Setup (shown here) b) A second , indicating your account is approved. The "Registration Confirmation" will look like the example, and will contain 1. Your username 2. Your initial password 3. The product lines (enrollments) you have access to. You can click on the application link, which takes you to Do not click on the attachment, 3. Enter the desired information into the User Name: field. Usernames are not case sensitive. Whenever possible, the firstname.lastname format is adhered to. For the purposes of this training simulation, enter "jo.smith". 4. Enter the desired information into the Password: field. For the purposes of this training simulation, enter "changeme01". 5. Click the Login button. Published: 25 August 2013 Page 10 of 221

17 6. While the initial password was assigned and was sent out from IT with the username, the new password will be one created by the user, and must meet certain requirements which are specified above. Make sure your password is easily remembered and never share your password with others. (If you forget your password, use the "Forgot My Password" Function on the login page.) Refer to the relevant Topic 7. Enter the desired information into the Password: field. For the purposes of this training simulation, enter "changeme01". 8. Enter the desired information into the New Password: field. For the purposes of this training simulation, enter "training12". 9. The new password will require confirmation. Enter the desired information into the Confirm Password field. For the purposes of this training simulation, enter "training12". Published: 25 August 2013 Page 11 of 221

18 10. Click the Apply button. 11. Now that the initial password has been changed, you are ready to proceed with selecting a product line and creating a shopping cart or placing an order. A Product Line has to be selected. Click the Choose Your Product Line list. 12. The product line selection menu will reflect products and services which you specifically have access. Therefore this list will be smaller or larger depending on the individual. Click the TCA Mini Excavators list item. Published: 25 August 2013 Page 12 of 221

19 13. The store page displays. The account password may also be changed from inside the store, which the simulation will demonstrate next. Click the Profile link. 14. The My Profile Area will open Since the system recognizes the existing username, there is no need to enter the password again. However, there is a need to enter the new password, and then confirm it. Please ensure the password rules are followed, otherwise and error message will be received. 15. Enter the desired information into the New Password: field. For the purposes of this training simulation, enter "training123". Published: 25 August 2013 Page 13 of 221

20 16. The new password will require confirmation. Enter the desired information into the Verify Password: field. For the purposes of this training simulation, enter "training123". 17. Click the Apply button. 18. The new password has been saved. Now, you can continue to complete other tasks, or for the purposes of this training, logout. Click the Logout link. Published: 25 August 2013 Page 14 of 221

21 19. This completes the procedure on how to login to ecommerce and change the account password. Published: 25 August 2013 Page 15 of 221

22 Logging in and Selecting a Store This procedure demonstrates how to login to ecommerce and select a store using two separate methods. Each time ecommerce is accessed, the system will require a login and selection of a product line before anything can be started. This topic will take you through these steps so you can become comfortable with the process. After completing this procedure, ecommerce users will be able to: Login to ecommerce Select a store using the Product Lines link Select a store from the ecommerce home page Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to Login to ecommerce and select as store. ecommerce requires a secure logon and password each time it is launched. It also requires a product line selection to begin searching for a specific part. This topic will provide practice with both of these procedures. This procedure begins on the Login Page. Published: 25 August 2013 Page 16 of 221

23 1. Enter the desired information into the User Name: field. For the purposes of this training simulation, enter "jo.smith". 2. Enter the desired information into the Password: field. For the purposes of this training simulation, enter "training0". 3. Click the Login button. 4. Click the Choose Your Product Line list. Published: 25 August 2013 Page 17 of 221

24 5. The product line selection menu will reflect products and services which you specifically have access. Therefore this list will be smaller or larger depending on the individual. Whilst inside each Product Line the user can search for and add parts from many different product lines, the Parts Books are linked to a specific catalog. Later on in the course will be showing the different Parts Books Catalogs. Click the TCA Mini Excavators list item. Published: 25 August 2013 Page 18 of 221

25 6. Once inside a store, the Product Lines can be changed in two ways: 1) By clicking on the Product Lines from any page of the Store 2) By clicking on the Pull Down Menu. This only will appear on the "Home" Page of each product line. The first method is recommended, as it appears on all pages. Click the Product Lines link. 7. The "Product Lines" Link takes you back the Product Line Selection Page. Click the Choose Your Product Line list. 8. Click the TCA Backhoes list item. Published: 25 August 2013 Page 19 of 221

26 9. The second way to change the store is to select the pull-down menu from the "Home" Page of the Store. Note that this method will only work at this level of the catalog. Click the Choose Your Product Line list. 10. Click the TCA Mini Excavators list item. 11. This completes the procedure on how to Login to ecommerce and Select a Store. Published: 25 August 2013 Page 20 of 221

27 Logging into ecommerce Through Construction Portal This procedure demonstrates how to Login to ecommerce through the Construction Portal. After ecommerce is implemented, one way to make it easier to use will be to link it to the current Terex Construction and Roadbuilding Portal. This topic will take you through accessing ecommerce from the Portal. After completing this procedure, ecommerce users will be able to login to ecommerce through the Portal Home page. Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to login to ecommerce through the Construction Portal. For convenience, ecommerce may be accessed either directly or through the Portal. The ecommerce system requires a secure logon and password each time it is launched. The Terex Construction and Roadbuilding Portal will have a link to the ecommerce system to make it easier reach. This topic will show how these two applications may be accessed. This procedure begins on the Construction Portal Home Page. Published: 25 August 2013 Page 21 of 221

28 1. Click the Parts Ordering Online link. 2. Click the Distributor Online Web Edition link. Published: 25 August 2013 Page 22 of 221

29 3. A new browser window will open and you will be redirected to the ecommerce login page. At this screen enter your ecommerce username and password information to login to the ecommerce system. 4. This completes the procedure on how to Logon through the Legacy Portal. Note that the site can also be accessed directly at Published: 25 August 2013 Page 23 of 221

30 Password Reset (Forgot My Password) This procedure demonstrates how to reset your ecommerce password. After completing this procedure, ecommerce users will be able to reset their ecommerce passwords. Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure There is a "self-service" way to reset your password, provided that you know either a) The username OR b) The associated with the account. Using this method, a new password will be sent to the associated with the account. 1. A Forgot your Username/Password link is provided on the ecommerce home page as an easy way to request account credentials. Click the Forgot your Username/Password information? link. Published: 25 August 2013 Page 24 of 221

31 2. Note the information found on the page. The simulation will first demonstrate how to retrieve account credentials using the Address field. 3. Enter the address associated with this username. NOTE: This method will not work if there are multiple users associated to the same address (e.g. Enter the desired information into the Address: field. For the purposes of this training simulation, enter 4. Click the My Password button. Published: 25 August 2013 Page 25 of 221

32 5. A confirmation message appears confirming the password reset, and an with the new password will be sent to the address associated with the account. Once you have received the , copy the new password, and return to the login page, which is easily done by using the Login menu at the top of the page. The new password is only temporary and must be reset at the next login. 6. Click the Login link. 7. The second approach to resetting the password is very similar to the one already shown, only this time the username will be used. This is the best way if the username is known. Click the Forgot your Username/Password information? link. Published: 25 August 2013 Page 26 of 221

33 8. Enter the desired information into the User Name: field. For the purposes of this training simulation, enter "jo.smith". 9. Click the My Password button. 10. A confirmation message appears confirming the password reset, and an with the new password will be sent to the username associated with the account. Once you have received the , copy the new password, and return to the login page, which is easily done by using the Login menu at the top of the page. The new password is only temporary and must be reset at the next login. 11. Click the Login link. 12. In some cases, the account could be locked or another issue may prevent the from reaching you. (Filtering by an over-aggressive spam filter is a common issue). In that case, please contact your Terex representative or customercare@terex.com for further assistance. Published: 25 August 2013 Page 27 of 221

34 Profile Information This lesson details using Profile Information. Profile information is used to set up standard ways for the system to use information specific to the user or customer. This helps speed up parts of the order process and adds to consistency and accuracy. After completing this lesson, ecommerce users will be able to: View Profile Information Modify Profile Information Published: 25 August 2013 Page 28 of 221

35 View and Modify Profile Information This procedure demonstrates how to View and Modify Profile Information. Profile information is set to reflect the preferences and requirements of each user. Therefore, it is necessary to set your own information to ensure the system is performing as you require. After completing this procedure, ecommerce users will be able to: Confirm profile information Verify the organization's address book Change a customer's profile information ( and phone) Update shipping and billing address for their own account Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to Modify Profile Information. The Profile link is located at the top and of each page in ecommerce. This procedure begins on the Store's Main Page. 1. Click the Profile link. Published: 25 August 2013 Page 29 of 221

36 2. The profile page will allow you to change information pertaining to the username. On the left, the address book, and preferences are shown. One of the most useful aspects of the profile area is that the user can set their own Ship-to and Bill-to Preferences (under Preferences). E.g. for a multi-branch organization, even though there is a default for each account, each user can set their own preferences. 3. The address book of the organization can be viewed, as well. Click the Address Book link. 4. The address book of the organization is read only, and cannot be changed here. If new addresses are required, they can be added during the checkout process. If addresses need to be de-activated, please contact your Terex representative. Published: 25 August 2013 Page 30 of 221

37 5. Next, we will look at the user's addresses and phone numbers. While the address book is for the entire account, and Phone information shown is just for the individual user. Click the and Phone link. 6. The address associated with the individual user account may be modified at any time. You may also update the delivery format from this screen. Click the Update button. Published: 25 August 2013 Page 31 of 221

38 7. The delivery format can be changed to HTML (which most clients use). NOTE: The address may also be updated from this screen. Click the HTML option. 8. Click the Apply button. 9. New addresses can also be created for the specific username. Click the Create Address button. Published: 25 August 2013 Page 32 of 221

39 10. Enter the desired information into the Address: field. For the purposes of this training simulation, enter 11. After entering the new address, the desired delivery format and whether or not you prefer it as the primary address for the account may also be chosen. Click the Apply button. 12. Notice the new address now displays on the Contact Information page. The simulation will now move to viewing the phone information. 13. Click the Phone Book link. Published: 25 August 2013 Page 33 of 221

40 14. A new phone number for the user can also be created. Click the Create Phone Number button. 15. Enter the desired information into the Country Code: field. For the purposes of this training simulation, enter "1". 16. Next, the area code needs to be entered, without the area calling code Example, for a US address the phone number of (1) we would be entering 555. Enter the desired information into the Area Code: field. For the purposes of this training simulation, enter "555". 17. Press [Tab] on the keyboard. 18. Enter the desired information into the Phone Number: field. For the purposes of this training simulation, enter " ". Published: 25 August 2013 Page 34 of 221

41 19. NOTE: If the new phone number is also the primary for the account, the Primary checkbox may also be selected. Click the Apply button. 20. Next, the user's preferred Ship to and Bill to can be set. This is an optional step, since the Shopping Cart is created with the account's Default Ship to and Bill to. However, it is very useful if the user is usually shipping to (or Billing to) an address that is different. Click the Preferences link. 21. Click the Orders link. 22. First, a preferred Shipping address will be entered. Click the Ship-to Change button. Published: 25 August 2013 Page 35 of 221

42 23. From the list of the organization's ship to addresses, click on the desired option. Note, if the list is too large, it can be narrowed down using the search fields at the top of the window (highlighted in red). For the purposes of this training simulation, the 3000 Main Street address will be selected Click the Select option. 24. Click the Select button. Published: 25 August 2013 Page 36 of 221

43 25. Note the chosen Shipping address now appears as the default shipping address. Setting a personal Bill-to is less likely to be needed, unless working in a multi-branch organization. If the Bill-to needs be set, click on the Bill-to Change button. (Otherwise, please click on the Apply Button) Click the Bill-to Change button. 26. The screen will show all the Bill-to locations for the account. When the correct Bill-to address has been found: Click the Select button. Published: 25 August 2013 Page 37 of 221

44 27. Click the Apply button. This will confirm all changes. 28. This completes the procedure on how to view and modify personal ecommerce preferences. Published: 25 August 2013 Page 38 of 221

45 Using Search This lesson details using Product Search to identify Parts and Check Price and Availability Being able to search using part numbers or keywords results in improved Parts Identification. The system allows a search across all product lines the user has access to. However, it also allows a search to be narrowed down to a specific part of the electronic parts catalog or product line. After completing this lesson, ecommerce users will be able to: Use a simple search from the electronic parts Catalog Use advanced search Use search from a line that does not have a structured catalog Check Availability from the search results Verify Price and Add to a Cart. Published: 25 August 2013 Page 39 of 221

46 Searching in the Electronic Parts Catalog This procedure demonstrates how to search the electronic parts catalog. After completing this procedure, ecommerce users will be able to: Search for an item in the electronic parts catalog of all product lines. Search for an item in the electronic parts catalog of a specific product line. Search for an item in a specific subsection of a product line Use advanced search techniques. Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to search the Parts Catalogs. The Search window is available from most screens in ecommerce. This procedure begins on the Store's Main Page. Published: 25 August 2013 Page 40 of 221

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48 1. The search function is a versatile search engine. It can be used from all parts of the site. There are a few dimensions of using search: - All Products vs Search Here: All Products searches all items across all the product lines to which the user has access. Search Here Narrows down the search to only the present Product line (e.g. only the Mini Excavators) and sections (all sections underneath the section currently displayed) - Results Display: Simple or Catalog Based Depending on whether the product line the search begins from has a Image based Electronic Parts Catalog, the results will be displayed in a different structure (which will slow the Catalog Path and Image Based) - Simple vs Advanced Search Advanced Search allows entering multiple terms. 2. For the purposes of this training simulation, we will begin from a store, TCA Speciality Parts, that does not have an electronic parts catalog structure. We are looking, however, for a part that is in another product line; therefore, we have selected the "All Products" option. 3. Enter the desired information into the Keyword(s): field. For the purposes of this training simulation, enter " ". 4. Click the Go button. Published: 25 August 2013 Page 42 of 221

49 5. The search returns a few results. They all belong to the same product line, however they are in different parts (pages) of that line's catalogs. Also, the search returns an availability result. For this item availability cannot be discerned. (shown by the red icon) Clicking on the Item Description will show you the Item Detail Page; the item can be added to the cart from there. 6. Next, the training simulation will show how to narrow down the search to a specific product line. Click the Search: list. 7. Click the Search Here list item. Taking this action will narrow down the search to the current product line selected. In this case, TCA Specialty Parts. Published: 25 August 2013 Page 43 of 221

50 8. A wildcard (% symbol) will be entered at the end of the item. By doing this, the search results will display any result that begins with " ". Enter the desired information into the Keyword(s): field. For the purposes of this training simulation, enter " %". 9. Click the Go button. 10. No items were found for this item within this product line. Next, the training simulation will show how the same item search brings more "rich" results from a product line, TCA Mini Excavators, that has a Parts Catalog. Published: 25 August 2013 Page 44 of 221

51 11. Having switched product lines, a search will be performed for a particular part number among all the product lines Click in the Keyword(s): field. 12. Enter the desired information into the Keyword(s): field. For the purposes of this training simulation, enter " %". 13. Click the Go button. Published: 25 August 2013 Page 45 of 221

52 14. The same results appear as before. However, since this product line has a Parts Book, there is the opportunity to go directly to the Parts Book Page where that item is located. This is done by clicking either on the Machine Link (Showing the parts book) or on the Component Link (Showing the exact page). Note that the "Hotspot Key" Column shows the part's position within the page. Next, the training simulation will show how to narrow down the search to a specific machine. 15. Click the Terex Logo button. This action returns you to the main ecommerce page. Published: 25 August 2013 Page 46 of 221

53 16. Click the Crawler Excavators (TC, HR) link. 17. Click the TC 15 link. 18. As the "Search Here" option is selected, the system will perform a search scanning only the subsections of this page. Click in the Keyword(s): field. 19. Enter the desired information into the Keyword(s): field. For the purposes of this training simulation, enter " ". 20. Click the Go button. Published: 25 August 2013 Page 47 of 221

54 21. As expected, the results are narrowed to only those found on the TC15. The item is in position 8 in the section of two parts books. In order to go to the particular page where the item is: Click the UPPERCARRIAGE link. 22. From here, the part can be selected and added to the cart, or more information can be seen by going to the item detail page. 23. Finally, the simulation will demonstrate an advanced search, which is useful when the part number is not known and the description is. Click the Advanced Search link. Published: 25 August 2013 Page 48 of 221

55 24. We will be searching for products across all product lines to which the user has access. Click in the Keyword(s): field. 25. Enter the desired information into the Keyword(s): field. For the purposes of this training simulation, enter "blade". 26. Click the Go button. 27. The search results appear. Note that the availability information appears as well. Published: 25 August 2013 Page 49 of 221

56 28. More results can be viewed by scrolling down the page, and even more by selecting the Next 50 link. This is quite a few results and can be narrowed further for convenience. is obvious that these results need to be narrowed down. Click the Vertical scrollbar. 29. Click the Vertical scrollbar. 30. The results can be narrowed further by adding a second term to the Keywords field. Click in the Keyword(s): field. 31. Enter the desired information into the Keyword(s): field. For the purposes of this training simulation, enter " cover". 32. Click the Match all words(and) option. To widen the search, choose the OR option. To narrow it, choose the AND option. Published: 25 August 2013 Page 50 of 221

57 33. Click the Go button. Published: 25 August 2013 Page 51 of 221

58 34. Less results are displayed, due to the expanded search criteria, which could make it a more manageable search. To further refine the results, words can also be excluded. 35. Enter the desired information into the Excluded Keyword(s): field. For the purposes of this training simulation, enter "support". Published: 25 August 2013 Page 52 of 221

59 36. Click the Go button. Published: 25 August 2013 Page 53 of 221

60 37. The results now exclude any item with the term "support". 38. This completes the procedure on how to search the parts catalog. Searching in ecommerce is dynamic and powerful based on the exact needs of the user doing the search. Whether it is broad or narrow, uses wildcards or not, the search results point to the correct parts. Published: 25 August 2013 Page 54 of 221

61 Searching by VIN Number This procedure demonstrates how to input a VIN number to bring back a specific catalog for the VIN. While in most cases it is not an "As built" Bill of Materials, the search by VIN function allows search results to be narrowed dramatically. Currently, the search by VIN function is only available for Backhoes, Dumpers and Rollers but is being expanded. After completing this procedure, ecommerce users will be able to: Input a VIN using wildcards Select a VIN number from the list Add an item to the Cart from the resulting Catalog Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to search using VIN numbers. The process of entering a VIN number to search for parts begins on the main page of a store that has that functionality. Published: 25 August 2013 Page 55 of 221

62 1. The VIN number can be entered in its entirety or by using wildcards. Due to the large number of potential results, at least 7 characters of the number must be entered. Note: "%" is used as a wildcard character. Enter the desired information into the VIN Number : field. For the purposes of this training simulation, enter "SMFH44TC%". 2. Click the Go button. Published: 25 August 2013 Page 56 of 221

63 3. A large multitude of results is returned. There is opportunity to enter more numbers. The VIN number and parts book are the same for this product line. Other products lines may have "many to one" relationships between VIN numbers and parts book. 4. An additional portion of the desired VIN number will be entered to further narrow the results. Enter the desired information into the VIN Number : field. For the purposes of this training simulation, enter "339". 5. Click the Go button. Published: 25 August 2013 Page 57 of 221

64 6. Notice the new results are more refined. Click the SMFH44TC09CJS7339 link. Published: 25 August 2013 Page 58 of 221

65 7. A specific catalog is returned for this Backhoe Machine. The catalog can be navigated the same as other catalogs. 8. Click the Dipper - Extendable Terex - White (All Models) link. 9. Click the Dipper - Extendahoe link. Published: 25 August 2013 Page 59 of 221

66 10. The Parts Catalog is displayed. Note that it looks quite similar to the navigable catalog. The only difference is the "row number" (leftmost column). The zoom, pan and other functionality of the Parts Book Catalog work just as well here. (See the specific topic for a detailed view of the Parts Book Image) 11. If desired a part can be added to the part directly from this page. Click the 1 option. 12. Click the Add to Cart button. Published: 25 August 2013 Page 60 of 221

67 13. The beginnings of a new shopping cart is displayed. Please see Shopping Carts and Lists section for further details. 14. This concludes the topic of Searching by VIN number. This can be a very powerful way of searching in a specific manner. Published: 25 August 2013 Page 61 of 221

68 Parts Catalogs This lesson details working with Parts Catalogs. A significant portion of time working in ecommerce will be using the Catalogs and parts lists, bringing select parts together to create orders and shopping lists. These topics will help prepare you for using the ecommerce system most effectively. After completing this lesson, ecommerce users will be able to: Search the Parts Catalog Browse the Parts Catalog Explain how to resolve Item Relationships identified by the system Published: 25 August 2013 Page 62 of 221

69 Navigating the Electronic Parts Catalog This procedure demonstrates how to browse the electronic parts catalog After completing this procedure, ecommerce users will be able to: Navigate the catalog using the Browse Bin Navigate the catalog using the Main area links For the Parts Book Page, please see the specific topic. Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to browse the electronic parts catalog, with the aim of finding a Parts Book Page. The Parts Catalog link is available from most screens in ecommerce. This procedure begins on the Store's Main Page. Published: 25 August 2013 Page 63 of 221

70 1. The main purpose of the ecommerce system is the identification, selection, and purchasing of parts. This product line has an established parts catalog which will be used in this simulation to demonstrate the process. Some product lines have many variants or sub-lines with associated parts catalogs. In order to select the correct part from the appropriate parts listing, you may have to narrow down the possibilities and click through a number of high level catalogs until you arrive at the one you want. Other product lines may not have a catalog. For those product lines finding specific parts will require use of the search or direct item entry functions, which are explained in other topics. Published: 25 August 2013 Page 64 of 221

71 2. The catalog structure can be navigated in two ways 1) Through a series of Pull-Down Menus (Browse Area) 2) By clicking on the links in the middle area of the page Practice in understanding how the models are structured, as well as your individual style will help you determine which of the two methods to use. 3. First, the simulation will demonstrate using the Browse area to navigate. Since we know that we need the TC line of products, we can select the next level down, which will be a list of TC models. Click the Browse list. 4. Select the appropriate entry from the list provided. Click the TC 15 list item. 5. Click the Browse list. 6. Under the TC15 model, there are three parts Books. This step was optional, since we know we would like to select the first option in the list. Click the TC Mini Excavators list item. 7. The list of models under the TC15 family are displayed in the next browse menu. Each of them has a Parts book section. Therefore, we can skip that area and proceed to the "Chapters" of the Book. Click the Browse list. 8. We can choose the Book's "Chapters" Click the UPPERCARRIAGE INCLUDING MOUNTINGS list item. Published: 25 August 2013 Page 65 of 221

72 9. Note that on the top of the page there are "Breadcrumbs" that are created as we navigate down the catalog. Also, the sub-sections are listed on the main area of the page. Click the Browse list. 10. Select the appropriate section of the chapter from the list provided. Click the UPPERCARRIAGE list item. Published: 25 August 2013 Page 66 of 221

73 11. The parts Book Page will open directly to the section selected. This is the main page from where you will select items. (For what do to once you are in the page, see the "Working with the Part Book Page" topic) For the next few steps, we will re-navigate the catalog by using the links. 12. To return to any part of the catalog, the "Breadcrumbs" can be used Click the Parts Catalogs link. 13. The main store page returns, where the same exercise can be repeated using the links in the middle area of the page, which the simulation will now demonstrate. Click the Crawler Excavators (TC, HR) link. Published: 25 August 2013 Page 67 of 221

74 14. Click the TC 15 link. 15. Click the Parts book TC link. 16. Click the UPPERCARRIAGE INCLUDING MOUNTINGS link. 17. Click the UPPERCARRIAGE link. 18. The parts Book Page will open directly to the section selected. This is the main page from where you will select items. (For what do to once you are in the page, see the "Working with the Part Book Page" topic) For the next few steps, we will re-navigate the catalog by using the links. 19. This completes the procedure on how to navigate part of the Parts Identification process using the Electronic Parts Catalog. Next, go to the "Working with the Part Book Page" topic. Published: 25 August 2013 Page 68 of 221

75 Working with the Parts Book Page This procedure demonstrates how to use the Parts Book Page. The Parts Book Page consists of a Parts List and a drawing, and is a powerful way of identifying parts After completing this procedure, ecommerce users will be able to: Know the meaning of all elements of the Parts List Use the image to identify parts Identify supercessions and other item relationships Navigate to the Item Detail Page Selecting items and adding them to the cart is a separate topic.. Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to use the Parts Book page, (Image and Catalog) Navigating to this page is shown in the "Navigating the Electronic Parts Catalog" topic. Selecting items and adding them to the cart also has its own topic. This procedure begins on the Parts Book page. Published: 25 August 2013 Page 69 of 221

76 1. The Parts Book Page is the main area from which you can select a part. It has the following areas: Published: 25 August 2013 Page 70 of 221

77 2. The Breadcrumbs area allows navigation to previous parts of the path. Each part of the catalog is separated with a ">". Published: 25 August 2013 Page 71 of 221

78 3. Buttons above the Parts List Area have the following functionality : Availability, Price and Add to Cart Button will be shown later on, but essentially allows selected items to be added to the cart. Show / Hide Parts Button hides the Parts List in favor of dedicating the screen to the image Print Parts will print the Parts List to a PDF file. Published: 25 August 2013 Page 72 of 221

79 Published: 25 August 2013 Page 73 of 221

80 4. The Parts List Shows: - A Checkbox that allows items to be selected - The Ref numbers, corresponding to a location of the image / position in the parts book. This is often called a hotspot - The Part Number is the Item Number - The Part Number Description. Clicking on the description opens up the item detail page. - The Quantity recommended for this particular drawing. This can be changed by the user - The item Weight (calculated for Qty of 1). In addition, Some Icons are displayed: - The Info Icon, which shows that there is text for the item that needs to be read. Hover over the icon to see the text. - The Item Relationship Icon, which designates a relationship (e.g. superceded or related to another part) - Comments relating to the item and parts book are under the item description (in position 20 in this example) Published: 25 August 2013 Page 74 of 221

81 5. The Parts Image accompanies the Parts List. Note the numbers in the drawing, corresponding with the numbers on the parts list. In order for the image to appear, a plugin application needs to be installed on your machine. The system will try to install the plugin when a Parts Book is opened for the first time. If this does not work, download it from: ( The image can be resized using the line between the Parts List and the Image. Buttons on the image allow for panning, zooming and resizing the image. The image can also be printed to the user's default printer. Published: 25 August 2013 Page 75 of 221

82 6. The Parts Image can be resized in a variety of ways, either by taking up more of the screen, or by using zoom buttons. 7. The user can resize the image horizontally (and dedicate a larger portion of the screen to it). Upon pressing the correct part of the screen, a resize icon (<- ->) will appear Press the left mouse button and drag the mouse to the desired location. 8. Drag the icon left to resize the image as needed. Release the mouse button. 9. This can be reversed. Press the left mouse button and drag the mouse to the desired location. Published: 25 August 2013 Page 76 of 221

83 10. The image can also take up the whole horizontal area by using a specific button Click the Show/Hide Parts button. 11. To toggle back and forth Click the Show/Hide Parts button. 12. The tools of the image plugin down at the bottom of the page can be used to focus on a specific area of the image. Published: 25 August 2013 Page 77 of 221

84 13. The correct image tool needs to be selected. (depending on the computer configuration, the mouse scroll wheel can be used). To activate the zoom in function: Click the zoom button. 14. Click on the area of the image that you need to zoom This can be repeated as many times as necessary. Click the desired object. 15. The next functionality is panning: Click on the hand icon to activate the panning function. Click the "Hand" Icon button. 16. Click the desired object. 17. The zoom out function can be activated by selecting the "minus" magnifying glass. Click the minus button. 18. Click the area to make the image zoom out. This can also be done with a scroll wheel. Click the desired object. 19. To return the image to its original size, click on the "Home" Icon. Click the Home button. Published: 25 August 2013 Page 78 of 221

85 20. The next function of the site is showing information about parts. This could include what needs to be purchased with them (e.g. BUY A BRACKET WITH THIS PART). 21. When the Info Icon displays, click the icon or hover over it to reveal additional information. Click the Info button. 22. As mentioned, the triangle icon signifies that there is an item relationship. To find out more, we can look at the item detail page. Click the CLIP link. Published: 25 August 2013 Page 79 of 221

86 23. The item detail page shows information about the item. In this particular case, it shows that the item is superceded. If priced, the item's price and availability could be seen from here. It could also be added to the cart. Given that this item is Superceded, the new item can be selected and added to the cart from here (using the Add to Cart button) 24. To return to the Parts Book Page (or any other part of the catalog) the breadcrumbs can be used. Click the UPPERCARRIAGE link. 25. The parts book page is displayed again. 26. This completes the procedure on how to work with the parts book page. The next part of the process is to select items and add each to the cart. See the relevant topic. Published: 25 August 2013 Page 80 of 221

87 Adding Items to the Cart from the Parts Book Page This procedure demonstrates how to Check for Price, Availability for selected items and how to add them to the Shopping Cart After completing this procedure, ecommerce users will be able to: Select parts from a Parts Book List Check Price and Availability Designate the order as a Unit Down if needed. Try It!: Enables you to learn by practicing the procedure in a simulated environment with step-by-step instructions and guidance throughout. Know It?: Enables you to test your knowledge of a procedure in a simulated environment. Print It!: Displays an instructional document, when available, for reference. Procedure The following frames introduce how to add Items to the cart from the Parts Book Page. This procedure begins at the Parts Book. 1. To begin, locate the desired item(s) in the parts list. For the purposes of this training simulation, item will be used, as well as others. Click the #11 Select option. 2. Click the #12 Select option. Published: 25 August 2013 Page 81 of 221

88 3. Click the #13 Select option. 4. Click the #14 Select option. 5. Click the #15 Select option. 6. Click the #16 Select option. 7. Click the #17 Select option. 8. Prior to adding any of the selected items to the cart, their desired quantities may also be updated. Enter the desired information into the Qty field. For the purposes of this training simulation, enter "20". 9. Enter the desired information into the Qty field. For the purposes of this training simulation, enter "20". Published: 25 August 2013 Page 82 of 221

89 10. Click the Availability, Price & Add To Cart button. Published: 25 August 2013 Page 83 of 221

90 11. The Availability, Price and Add to Cart window will appear. Here there are some specific items of note: 1) The Checkboxes next to the items show which items had a price and therefore can be added to the cart in the next step. Not all items displayed on the parts page may be priced. 2) The unit price 3) Availability information Icons a) The Checkbox suggests that the requested quantity is available b) The number next to the telephone icon shows the quantity available when the requested quantity cannot be met 4) A designation of Priority (Is this a Unit Down Order?) 5) Add to Cart Button Published: 25 August 2013 Page 84 of 221