Dealer Extranet System

Transcription

1 Dealer Extranet System For assistance with using this system, please contact your Stanley Furniture customer service representative

2 Navigational Tools you should be familiar with: These appear at the top and bottom of each page. Click Previous to advance to the last 20 items you viewed, or click Next to advance to the next 20 items that come after the last record on the current page. Click this will take you back one page. Helpful hints can be found at the top of each page to assist in navigating our Extranet system. Click here to visit the StanleyFurniture.com website. Click here to visit the YoungAmerica.com website

3 Enter your User ID and Password information here. To be enrolled to use the new Extranet system, click here. If you forget your password, click here to have it sent to your . View latest news. The menu at the top allows you to perform 9 functions: 1) Log Out 2) Return to the Welcome Screen 3) Check Order Status 4) Check Item Availability 5) Order Entry 6) View our Image Library 7) Administer your Account 8) View the Extranet Documentation and 9) Contact your Stanley Customer Service Representative

4 Click here to view the order status list. From these links, you can view the Young America Resource Listing, or View the latest Stanley Executive Perspective. Click here to contact your Stanley Customer Service Representative

5 This function will send an addressed from you, to your Stanley Furniture Customer Service Representative. Type any questions you may have in the Comments/Questions part of the form, and press Submit to send the . You will receive an confirmation if your message was successfully sent. You may print your list of Open Orders by clicking here. Your customer number is displayed here. If the order is shipped, click here to be transferred to the Carrier s website to view tracking. Click on the number to view Order Details for this Acknowledgment

6 From the Please Show Me dropdown box, you may view just 1) ALL Orders 2) OPEN Orders or 3) CLOSED Orders Your screen will tell you whether you are currently viewing Complete, Open, or Closed orders. Leave the input box empty, and press search to sort the data based on the criteria you have chosen in the dropdown box. Click the dropdown box to view the various options you can use to select or sort by. Enter the appropriate text into the input box, and press Search to make the screen go to the item you entered, based on the criteria you chose in the dropdown box

7 If the order has been shipped, you can click here to view tracking status on the carrier s website. Prices are available with the appropriate security. A carrier website will open into a new window

8 Click the Item Availability link to view Suite and Component availability. You can search for a suite by choosing either Suite Number or Suite Name from the dropdown box, entering the number or name you wish to search for, and then press the Search button. You can find availability on any item currently on the screen by clicking the Suite Number you wish to view availability for or enter the suite number into the input area, and then clicking the Availability button to view availability for that item

9 If your security level permits you to enter orders, then you will also see pricing on the Item Availability screen. Click on the Suite Name to view the photograph and specifications for that item. The photograph and specifications window will open into a new window

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11 Specifications for this item are shown here. By placing your mouse on the image, you will be presented with a toolbar that allows you to either Save the photo, Print the photo, the photo, or to open your picture folder. You can view a larger version of this image by clicking here. You can close this window by clicking here

12 Clicking on Printable List will allow you to print the entire item list for the suite with the option to print pricing (if security level permits)

13 If the words Component Availability are present on the item line that you are viewing, you can click them to view component availability for that combination item. Component availability will show in the gray area of the screen for the item you selected. To collapse the component view, click the Component Availability link once more

14 Click the Back to Suite List link to return the Suite List screen. Click the Print Item Availability link to make a printout of the availability of items in this suite. Click the Order Entry link to proceed to the order entry screen. All orders are subject to Stanley Furniture's Statement of Sales Policies as outlined in our written price list. Please carefully check your order details prior to submission. You are responsible for the suite/item contents and the quantities that you submit

15 When you select an order, if you have Pending Orders, you will be presented with this screen. To proceed to the Order Entry screen, click the Add Order button. The three links you see allow to either: a) Submit a Pending Order; b) Edit a pending order; or c) Delete a pending order. Clicking the Submit link will present you with a warning box that alerts you that you are about to submit an order. Order confirmations will be ed to the address you provided in your profile. This is the Shipping Information section. The dropdown box contains ship-to locations we have on file. You can select another location, and the page will reload and pre-fill the shipping address information with the matching information we have on file, for your convenience. You can select Other Ship-to Address from the dropdown box, and fill out the shipping address information accordingly

16 This is the Customer Information section. Your Stanley Furniture Sales Rep ID is displayed in the upper left corner. You can enter the Dept#, a PO Number (if required), and a Tag For. The Requested Ship Date is automatically filled with today s date. You can change this by either typing it in as a MMDDYYYY format, or by clicking the calendar icon on the right of the date input area. Stanley Furniture Extranet If you click the calendar icon, a small box will appear on your screen where you can choose a date from the current month by clicking the appropriate day number. To advance or go back a month, simply press either the Prev or Next links at the top of the calendar box. Or, you can choose the date from the dropdown menu on the calendar box, and press the Go To button. There are two sections at the bottom. The first one is the Special Instructions section. You may enter up to five lines of special instructions here. The second is the Suite Selection section. You can choose a suite from the dropdown box, or if you know the number you can enter it into the input area after Or enter a suite number:. When you have finished, press the Continue button to advance to the next step of the order entry process. Or, you may press the Cancel Order button to return to the previous screen

17 Your shipping information and customer information appears here. Availability data is presented here. Enter Quantities for items in these input areas. You may add a matching suite/finish to this order by clicking the Update, Add Matching Suite/Finish button to save the quantities of the current suite, and to view the list of suites that can be combined with it. When you are ready to confirm your order, press the Confirm Order button. Or hit the Cancel button to return to the Pending Orders screen

18 View a photo of a single item by clicking its item number. You can perform several different functions on this screen. 1) Save Order as Pending You may save the order before processing to make changes later. 2) Edit items You will be taken back to the order entry screen, and allowed to select the suite that you want to edit item quantities on. 3) Add Matching Suite/Finish (if available) you will be taken to another screen that will allow you to choose an approved matching suite for this order. 4) Cancel Order 5) Process Order 6) View Cart Photos displays photos of the items in your shopping cart. 7) Process Order, Add More The current order will process, and you will be taken back to the main order entry screen. 8) Edit Header edits the ship-to information

19 Click the Process Order button to submit this order to Stanley Furniture for processing. While the order is processing, a progress window will appear. Wait until this window closes, before proceeding

20 When your order has finished processing, you should receive a confirmation similar to this. Please keep this for your records. Click the Image Library to be transferred to our image website

21 Click the Account Information/Administration link to maintain your account information. To change or update your user information, press this Go button. To change your user password, press this Go button

22 At the User Information screen, you will be able to change your first name, last name, telephone, and address information. Change the fields you desire to change, and press Update Information. Or, to end this task press Cancel. At the Password Change screen, you will be required to enter your new password twice for verification purposes. When you are finished, press Change Password. Or, to end this task press Cancel

23 When you are complete with your Extranet session, it is recommended that you click the Log Out link at the top of your page. This will assure that nobody else can enter or change data under your account. If you leave your window open, your session will be automatically timed out after 30 minutes. If you close your window at any point in your session, you will be forced to login again if you attempt to access the Extranet

24 Inventory Selloff To begin ordering from our Inventory Selloff system, click the Inventory Selloff link on the Welcome screen. For each item you want to order, enter the quantity desired in the Qty input box. Items that have an * in the first position of the description are discontinued items. Anything else is a selloff item, and is subject to a minimum order quantity of three. The four options at the top are: 1.) You may select from any of our product types to view specific product lines. 2.) You may Cancel the order process. 3.) You may Preview what is currently saved in your shopping cart. 4.) You Confirm you are finished selecting items and are ready to enter shipping information

25 The steps to completing your order are similar to our regular order entry screen. Complete the necessary shipping information and press Confirm. At the final confirmation screen: you may Edit the header information, Edit the item detail information or Process Order to complete the order entry process. If your items consist of multiple suites, each suite will show up as a separate order. After your order is processed, you will receive an confirmation of your order

26 Admin Level Section If you are an Administrator, you will have an additional feature on your Account Administration list called Maintain Authorized User List. You can enter the User ID of the person you want to position to by typing the person s User ID into the input area at the top, and then press Go to. If the user you wish to modify is visible on the list, you click the icon to Display the details of that user; Click the icon to Change the details of that user; or Click the icon to Delete that user

27 If you choose the Change function, you will be able to edit the User ID, the Customer Number, the First and Last name, the User Security Level, User Status, Telephone number, and the Address for that user. When you are done changing the user information, press Change to save the changes, or Cancel to go back to the previous screen. There are 6 different security levels you can choose from: 2 the user is only allowed to view item availability. 3 The user may view all data, but not order details. 4 the user can view all data available. 5 The user may view data and enter orders. 6 The user may view data, enter orders, and view pricing information

28 If you choose the Delete function, you will have a chance to view that user and his/her details before you delete their record. To proceed with deleting, click the YES link to confirm that you are sure you want to delete the record. If you wish to cancel, press the NO button to go back to the previous screen. To add a new record, click the Add link

29 After you fill out all of the necessary fields (ALL are required), press the Add button to save this user. Or, you may press Cancel if you wish to cancel this task. The new user should now appear on the Authorized User List