A Distributor Services Site Features and FAQ s

Transcription

1 A Distributor Services Site Features and FAQ s January 2013 Rev 2.2

2 Registering/Logging In Use the REGISTER/LOG IN option at the top of Panduit.com to get started. From the Panduit home page, click REGISTER/LOG IN Clicking this option will take you to the next screen (see below) where you can LOG IN using your username (full address) and password (already setup) or start a new registration process to create an account. Existing users, simply enter your full address and password, and then click LOGIN. Click Register to start the process of signing up as a new user. 2 P a g e

3 Services Available after Logging in There are several options available in the portal once the user has logged in. All options are accessible from the left hand navigation Site features on the Left Toolbar (Subject to services you have access to) 1. My Panduit Home page for all distributor services 2. Orders Allows the user to search for Invoices, Orders, or Online orders (orders you created through Stock Price Check, Bill of Materials, or My Favorites) 3. Stock Price Check Check current price and availability on all parts (use this to create an online order) 3 P a g e

4 4. Cross Reference Create, Add, Upload, & Download your internal part numbers and cross reference them to Panduit part numbers (Competitor cross reference, Mil Spec, & UPC search should be done on homepage in the search field at the top right corner.) 5. Worklist (Viewable by Administrator only) Open requests for account approvals that are pending with the administrator. This is where the administrator will approve access to accounts and services for the user. 6. Misc. Services View previous Requests & Submit new requests such as Return Authorizations, Credit Requests, and Merchandise Items 7. My Profile View & update your profile including requesting access to accounts 8. User Management (Viewable by Administrator only) Administrators can view and maintain all accounts & users that they manage 4 P a g e

5 Frequently Asked Questions LOG IN 1. As a returning user, how do I LOG IN the new Panduit distributor services? Go to go to Register/LOG IN the upper right corner and LOG IN using your address and current password. If you don t remember your password, click Forgot Password. You will receive an with instructions on how to reset your password. NOTE: If you were sharing a username and password in Pan Serve, you will need to register as a new user. 2. As a new user, how do I register for Panduit distributor services? Go to go to Register/ LOG IN in the upper right corner, and click register, complete the form to register for a Panduit Account and click submit. Your request will be routed to the administrator of that account. You will receive an advising you that your request was sent to the account administrator with their name and address. If there is no administrator, you will be given administrator responsibilities for that account and your request will be sent to Panduit for processing. You will receive an advising you when your request has been approved. 3. How do I change my address on Panduit.com? You will have to register as a new user and advise your company administrator to inactive the address you no longer want to use. 4. How do I request access to one of my Panduit accounts? Your request will be routed to the administrator of that account. You will receive an advising you that your request was sent to the account administrator with their name and address. If there is no administrator, you will be given administrator responsibilities for that account and your request will be sent to Panduit for processing. You will receive an advising you when your request has been approved. NOTE: There is no limit to the amount of accounts you can have access to. 5 P a g e

6 5. If I have access to multiple Panduit accounts, can I select one as my default? All account numbers are listed in numeric order, from smallest to largest. Currently, there is no default option. ADMINISTRATOR 6. What is an Administrator? The people who can add, edit, and inactivate users on your Panduit account. 7. As the Administrator, how do I give some access to an account? You will receive an notification requesting access to an account by an associate. If you would like to reject the request, simply add comments as to why you are rejecting the request, and click Reject. An will be automatically sent to the requestor with whichever option(s) you chose. 8. Is the number of Administrators limited per company? With our updated website, whether any user can be an administrator or not can be controlled by the approver (the original administrator). If the company administrator 6 P a g e

7 does not wish to make another person an administrator, they would just leave the administrator check box unchecked while approving the request. It gives the approver the flexibility to choose and make someone administrator only if they wish to make them administrator. 9. As the administrator, how do I delete access or services for someone? Instead of deleting someone, you would inactivate their access. Go to your User Management tab and simply uncheck the active box next to the person s name you wish to remove. To remove services for a person, go to your User Management tab and simply uncheck the services you no longer want them to have access to. 10. As the administrator, how can I reactivate a user? Go to your User Management tab, search for the user, click on their address to open up their profile, click the Active box and all the services you want to give them. Click Update to save changes. 11. What if my administrator is not available, has left the company, or no longer wants to be the administrator? If your administrator does not respond to your request within 7 business days, your account approval request will be sent to Panduit for processing. If your administrator has left the company or no longer wants to be the administrator, please contact Panduit for us to inactivate them and assign a new administrator. SERVICES 12. *New Feature* How do I place an order? In the Stock Price Check, BOM, or My Favorites click Actions add to order. Go to Orders on the left navigation bar and choose Online Orders. From there, populate all required fields and click submit. The order has been sent to Panduit for final processing. 13. *New Feature* How do I expedite my order? Go to Orders on the left navigation bar and choose Order Search to find your order. Click on the blue Panduit Order Number you wish to expedite. To expedite the entire order, click on Expedite Order in the header. To expedite a single line on the order, click on Expedite Line in the Estimated Ship Date field. 14. *New Feature* What is My Favorites? A list of parts you can store under a label which you can reference later. It can be used to create an order, add to BOM, check stock & price etc. 7 P a g e

8 15. *New Feature* How do I create a My Favorites list? To create My Favorites, click on the shopping cart in the upper right corner and choose My Favorites. Click the drop down arrow next to MY FAVORITES and chose Create My Favorites. A box will open for you to name this list, and click Create. Now you are ready to add parts to your My Favorite list. 16. *New Feature* How do I add parts to My Favorites?? We offer two options: (My Favorites must be Created before you can add parts to it. See step above) A. Enter your part in the Stock Price Check, click Add Item. Select the part by clicking in the box next to the part number, go to Actions and choose Add to My Favorites. B. From the product page at the part level you can select the add to Favorites icon. 17. *New Feature* What is Bill of Materials (BOM)? A list of parts you can store under a label which are related to a project. It can be used to check stock & price or create an order. 18. *New Feature* How do I create a Bill of Materials (BOM)? To create Bill of Materials, click on the shopping cart in the upper right corner and chose Bill of Materials. Click the drop down arrow next to Bill of Materials and choose Create Bill of Materials. A box will open for you to name this list, and click Create. Now you are ready to add parts to your Bill of Materials. 19. *New Feature* How do I add parts to a Bill of Materials (BOM)? We offer two options: (Bill of Materials must be Created before you can add parts to it. See step above) A. Enter your part in the Stock Price Check, click Add Item. Select the part by clicking in the box next to the part number, go to Actions and choose Add to Bill of Materials. B. From the product page at the part level you can select the add to BOM icon. 20. *New Feature* Where do I view and/or create My Favorites and Bill of Materials (BOM)? Click on the shopping cart in the top right corner and chose My Favorites or Bill of Materials. 21. *New Feature* How do I create and/or use the Cross Reference? 8 P a g e

9 This service is to link your customer part numbers to Panduit part numbers so you can quickly and easily use your customer part number when entering Stock Price Check, BOM, or My Favorites. A. Go to Actions - Create Customer Part Number (enter your Customer Part Number and description, if desired) B. Click Save or Save and Create Another. C. Go to Actions - Add Cross Reference D. Choose the Customer Part Number you will want to link to a Panduit part number from the drop down arrow. E. Enter in the Panduit Part Number you will link to your customer part number OR choose from the drop down arrow. F. Click Save or Save and Create Another. You can also Upload a.csv file and download all of the cross references you have set up. MISCELLANEOUS 22. Does the website time out? Yes, it will time out after 15 minutes. The next time you click on a service or function, it will ask you to LOG IN again. 23. What is Extended Net Price? Extended Net Price is the total price for the total quantity you have entered. This is your Into Stock price with any discounts. To get to the net price per standard package quantity, you will have to take the net extended price and divide by the quantity you entered and multiply by the standard package quantity. 24. How do I find the minimum order quantity on a specific part number? Enter the part number in the Stock Price Check form and click Add item. When you enter the quantity or anytime you click in the quantity field you will see the following information: 25. How do I find a competitor cross reference, Mil Spec, or UPC number? We have two options: A. From the home page of simply start typing the competitor cross reference, Mil Spec, or UPC number in the search box in the upper right corner of 9 P a g e

10 the webpage. You should see a drop down list of parts to choose from. You can also type the complete part number in the search box and choose the part. B. If you are logged into Distributor Services portal, you will have to enter the full competitor cross reference, Mil Spec, or UPC number in the search box in the upper right corner of the webpage and click enter. 10 P a g e