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 [email protected] 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

91 12. If the intent is to simply check price and availability, the window can be closed. If the intent is to add items to the cart and proceed with an order, the items can be added. Note that the checkboxes on the far left allow items to be deselected; thus, not adding them to the cart. 13. The question of whether the cart is a unit down or not will appear only when the cart is empty. If the cart already has items in it, subsequent items added will "inherit" the existing value. To designate the order as a Unit Down: Click the Yes option. 14. Click the Add to Cart button. Published: 25 August 2013 Page 85 of 221

92 15. The Shopping Cart will be created with the specified items, quantities and priority designations. From here, more items can be added by clicking the continue Shopping button or other methods. 16. This completes the procedure on how to check Price, Availability and Add to Cart from the Parts Book Page. Published: 25 August 2013 Page 86 of 221

93 Direct Item Entry This lesson details Direct Item Entry. Direct Item Entry allows rapid searches for parts information when you already have the part number or a list of part numbers. It can be done for multiple or single part numbers and may also use an external list of parts to greatly speed up the creation of orders and checking important parts information. After completing this lesson, ecommerce users will be able to: Add Items using Direct Item Entry Upload a list of items using Direct Item Entry Explain how to resolve Item Relationships identified by the system Published: 25 August 2013 Page 87 of 221

94 Uploading Items via Direct Item Entry This procedure demonstrates how to upload a list of items to the cart using Direct Item Entry. This technique allows entering lists of item numbers, quickly and easily After completing this procedure, ecommerce users will be able to upload a list of items using Direct Item Entry. 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 for items in the Parts catalog using Direct Item Entry. The Direct Item link is available from most screens in ecommerce. This procedure begins on the Store's Main Page. The navigation is Cart -> Direct Item Entry 1. After hovering over the cart link, Click the Direct Item Entry link. Published: 25 August 2013 Page 88 of 221

95 2. The Direct Item Entry screen will open. From here, items can be manually added. For the purposes of this training simulation, we will use a pre-made list, which is one of the easiest ways to enter multiple items. 3. Click the Click here to upload Parts using Excel or CSV button. Published: 25 August 2013 Page 89 of 221

96 4. From this screen you can select the file that needs to be uploaded. This file does need to be in a specific format to be recognized. At this point, supported formats are CSV (Comma Separated Values) XLS (Excel ) If you are unsure of how to format your file, click on the samples on the page. Tip: If the parts ordered have zeroes in front of them, Excel will try to eliminate the zeros. Formatting the Item Column as Text avoids this issue. 5. Click the Browse... button. 6. Locate the desired file. Click the item_list list item. Published: 25 August 2013 Page 90 of 221

97 7. For purposes of this training simulation, here is how a CSV file would look. Note the two mandatory columns INV_NUM QTY and then items in each line, with a quantity, separated by commas. 8. Click the Open object. 9. The file has been selected. Click apply to upload. Click the Apply button. Published: 25 August 2013 Page 91 of 221

98 10. The items have been loaded, and the system has filled in the item description and Unit of Measure. From here, It is an easy matter to review the information adjust quantities as needed, and transfer the complete list to a cart, or, if reference was all that was required, simply delete the list and logout NOTE: In some cases, the system will return errors. See the specific topic on how to deal with errors. 11. Click the Fill Details and Availability button. This action will fill in the remaining columns of the list. Published: 25 August 2013 Page 92 of 221

99 12. The system returns pricing results, availability, as well as some warnings. 1) The Warning triangles mean that the item is either superceded or related to another item. 2) The Checkbox means that the item is available. 3) The Phone Icon means the quantity requested is not available. The number next to the icon designates how many are available. 13. Click the Add To Cart button. Published: 25 August 2013 Page 93 of 221

100 14. Since this a new cart being created, the system will ask if this is a Unit Down Order or not. If the cart already had items in it, this question would not appear. (see the relevant topic on working with the Shopping Cart on how to toggle cart Priorities) To designate the order as Unit Down: Click the Yes button. Published: 25 August 2013 Page 94 of 221

101 Published: 25 August 2013 Page 95 of 221

102 15. Since there were some items with item relationship on our list, the Item relationship page appears. Here, choices can be made as follows: For superceded items (items that have been replaced by another item), there is no need to do anything. If there are related items, you can choose to either a) Pick the original item b) Switch to the related item. If unsure, click on the item description, where more information will be given. The Item Relationship page is used to designate specific conditions such as: HAZMAT ITEM PROGRAMMABLE ITEM NET PRICED ITEM SEE TEXT In the above conditions, the original item should be picked. 16. In this case, we would like to purchase the Washer instead of the screw. Click the Select option. 17. Click the Add to Cart button. Published: 25 August 2013 Page 96 of 221

103 18. The shopping cart is created with the correct Priority Designation, as well as the items already picked. 19. This completes the procedure on how to create a cart using the Direct Item Entry upload Published: 25 August 2013 Page 97 of 221

104 Manually Adding Items via Direct Item Entry This procedure demonstrates how to manually add a list of items to the cart using Direct Item Entry. This technique allows entering a few item numbers quickly and easily. For a large number of items, it is worth using the Upload Method. After completing this procedure, ecommerce users will be able to use Direct Item Entry. 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 for items in the Parts catalog using Direct Item Entry. The Direct Item link is available from most screens in ecommerce. It is a great tool to allow quick Price and Availability Check for known items. It is also the main point of entering items for Product Lines without an electronic Parts Catalog. This procedure begins on the Store's Main Page. The navigation is Cart -> Direct Item Entry 1. After hovering over the cart link Click the Direct Item Entry link. Published: 25 August 2013 Page 98 of 221

105 2. The direct Item entry screen will open. From here, items can be manually added. The training simulation will demonstrate how to enter a series of items, and different quantities. Please refer to the specific section on dealing with error messages in Direct Item Entry. 3. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". 4. Enter the desired information into the Quantity field. For the purposes of this training simulation, enter "2". 5. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". 6. Enter the desired information into the Quantity field. For the purposes of this training simulation, enter "20". Published: 25 August 2013 Page 99 of 221

106 7. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". 8. Since we only needed one of the above item, we do not need to change the qty field. Click in the Select field. 9. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". 10. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". 11. Enter the desired information into the Quantity field. For the purposes of this training simulation, enter "20". 12. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". 13. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". Published: 25 August 2013 Page 100 of 221

107 14. When Part Number entry has been completed for items needed: Click the Fill Details and Availability button. Published: 25 August 2013 Page 101 of 221

108 15. The system returns the item Name, Pricing results, availability as well as some warnings. 1) The Warning triangles mean that the item is either superceded or related to another item. 2) The Checkbox means that the item is available 3) The Phone Icon means the quantity requested is not available. The number next to the icon designates how many are available 16. Click the Add To Cart button. Published: 25 August 2013 Page 102 of 221

109 17. Since this a new cart being created, the system will ask if this is a Unit Down Order or not. If the cart already had items in it, this question would not appear. (see the relevant topic on working with the Shopping Cart on how to toggle cart Priorities) To designate the order as Unit Down: Click the Yes button. Published: 25 August 2013 Page 103 of 221

110 Published: 25 August 2013 Page 104 of 221

111 18. Since there were some items with item relationship on our list, the Item relationship page appears. Here, choices can be made as follows: For superceded items (items that have been replaced by another item), there is no need to do anything If there are related items, you can choose to either a) Pick the original item b) Switch to the related item. If unsure, click on the item description, where more information will be given. The Item Relationship page is used to designate specific conditions such as: HAZMAT ITEM PROGRAMMABLE ITEM NET PRICED ITEM SEE TEXT In the above conditions, the original item should be picked. 19. In this case, we would like to purchase the Washer instead of the screw. Click the Select option. 20. Click the Add to Cart button. Published: 25 August 2013 Page 105 of 221

112 21. The shopping cart is created with the correct Priority Designation, as well as the items already picked. 22. This completes the procedure on how to create a cart by manually adding items via Direct Item Entry. Published: 25 August 2013 Page 106 of 221

113 Error Messages in Direct Item Entry This procedure demonstrates how to respond to some common error messages given by Direct Item Entry After completing this procedure, ecommerce users will be able to identify the root cause of errors and correct relevant entries. 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 some common error messages returned by Direct Item Entry and possible troubleshooting options. This procedure begins on the Direct Item Entry Page. The navigation is Cart -> Direct Item Entry. 1. The first error to be encountered may occur after uploading a list of part numbers. The process (shown previously) is redemonstrated briefly. Click the Click here to upload Parts using Excel or CSV button. 2. Click the Browse... button. 3. Click the Open object. Published: 25 August 2013 Page 107 of 221

114 4. Click the Apply button. 5. The system returns some initial errors for the lines at the top of the window; however, in this case we need to Fill the details. Click the Fill Details and Availability button. 6. The system returns the results and all 4 lines have an error. Although there are 2 errors, there are 4 specific error conditions. Published: 25 August 2013 Page 108 of 221

115 7. The "Invalid Item number, Item not set up or Item requires Suffix (e.g. -030)" (Lines 1-3) can be one of 3 issues, so a bit of troubleshooting is needed: - Invalid Item number means that the item entered is not valid at all. Indication that this is the case is the lack of Item Name. (Line 1) Most common reasons for this are - a mistype (e.g. transposing two characters) - a missing character - zero instead of 0 and vice versa - lowercase instead of uppercase for the part number To correct the error, double check the part number and re-enter Item not Setup means that although the item entered is valid for the product line, it has not been set up in the system. Again, no Item Name is a good indication of this being an item not setup.(line 2) Common examples of items not set up is either very old or very new items. In this case, contact Terex to have the item reviewed. If the item is set up in a published price list and gives you this error, doublecheck the item for the other two conditions. Published: 25 August 2013 Page 109 of 221

116 9. The "Item requires Suffix (e.g. -030)" is probably the one requiring the most explanation. As many different systems have been brought together, there are cases where ITEM_A is already a part number, and the new incoming system also has ITEM_A as a part, however, they are two different parts physically. In those cases, the "newcomer" part number had to take on a suffix to differentiate itself. E.g. ITEM_A-MEM Common Suffixes include: -MKL (Mark Lift Products) -MWL (Truck Products) -CRE (Cranes Italy) -020 / -030 (Cranes) -MEM (04 / 05 Cranes and Lift Products) -GPZ (Loegering Items) A good indication that the item requires suffix can be that an Item Name is brought back from the system (Line 3). 10. The "Please Contact Terex for Pricing" error is relatively straightforward. The item is valid (as it has a description returned from the system); however, it is not priced for the specific customer. Contacting the helpdesk is the best way to solve this issue. 11. Now that the errors have been explained, we can try to eliminate them 12. Going back to the previous information, it is possible to find that a zero is missing in the beginning of the item number for line 1. Enter the desired information into the Part Number field. For the purposes of this training simulation, enter " ". 13. Click the Fill Details and Availability button. This action will confirm if the error has been resolved for this particular line. Published: 25 August 2013 Page 110 of 221

117 14. Note: Information for line 1 has populated and the error removed. For line 3, enter a suffix. Enter the desired information into the Select field. For the purposes of this training simulation, enter "-MEM". 15. Click the Fill Details and Availability button. This action will confirm if the error has been resolved for this particular line. Published: 25 August 2013 Page 111 of 221

118 16. Note: Information for line 3 has populated and the error removed. 17. This completes the procedure on how to how to deal with errors in Direct Item Entry. As your experience with the system grows, you will be better able to discern the different types of errors. Published: 25 August 2013 Page 112 of 221

119 Shopping Carts and Lists This lesson details working with the Shopping function of ecommerce. The Shopping function is the most used function of ecommerce. Learning how to quickly and accurately prepare shopping carts and lists will make your use of ecommerce very effective and will reduce errors in your orders. After completing this lesson, ecommerce users will be able to: Work with Shopping Carts Work with Shopping Lists Setting Ship To - Bill To information Published: 25 August 2013 Page 113 of 221

120 Shopping Cart Overview This procedure demonstrates how to work with the shopping cart. After completing this procedure, ecommerce users will be able to: Review the Cart Page Add a PO number Change Item Quantities / Remove Items Change to a Unit Down Order / Change Shipping Priority Review Discounts and Charges Review shipping and billing information on the cart Delete the Cart 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 various ways to work with the shopping cart The Shopping Cart link is available from all screens in ecommerce, provided you have logged in and have selected a Store, by clicking on the Cart Link at the top of the page. This procedure assumes a cart has been created via Catalog, Direct Item Entry or The Item Detail Page. This procedure begins on the Store's Cart Page. Published: 25 August 2013 Page 114 of 221

121 1. The Shopping Cart page has a variety of data and rich functionality. This screen can be accessed at any time of the ordering process by selecting the Cart Link from the top of the page. Therefore, the specific areas of the page need to be described in detail. 2. The Buttons Area consists of: - Continue Shopping Button (which takes the user back to the Store's Initial page) - Go to Shipping / Billing / Review buttons, which will be examined in the Checkout part of the training - Tabs (Items, Promotion Codes / Check Availability) which will be shown later on - Buttons to Save the Cart or Save to a Shopping List Published: 25 August 2013 Page 115 of 221

122 3. The Item List Area Shows - Items already added to the cart, - Item Description (clicking on it opens the Item Detail Page) - UOM and Qty - Unit Price and Extended Price. The last two fields include any discounts Published: 25 August 2013 Page 116 of 221

123 4. The Priority area below the Items Area shows the following: A Delete Cart button A Recalculate Button The PO Field (which is Mandatory) The Unit Down Check Box * * In some Sites, a Standard / Expedite choice will also be available. Published: 25 August 2013 Page 117 of 221

124 5. The Totals Area shows -The Sub-Total of all the extended prices - Any charges that are added to the order - Sales Tax / Value Added Tax information (not displayed here) - A Link to view how the discounts / charges were derived - The Overall Cart Total Published: 25 August 2013 Page 118 of 221

125 6. The Customer Information Area displays - Customer Name - Contact Name - Phone number and for the User. These values can be changed during the Checkout Process. The values for the and phone number can be changed from the user's profile initially, and then on as each cart gets created. Published: 25 August 2013 Page 119 of 221

126 7. The Shipping / Billing information area shows the Default Ship to and Billto addresses. These are created by using either: a) The default Bill-to and Ship to for the entire account b) The user's preferred Ship to, Bill to (or both), which can be changed from the user's profile If needed, these can be changed during the Checkout Process In some cases, the Ship to Method will also be displayed. Published: 25 August 2013 Page 120 of 221

127 8. From this screen, as long as all the information is correct and once a PO number is entered, The Checkout Process can begin. (see the relevant topics). In the next steps, the simulation will demonstrate how the cart information can be changed, including Items and Ship Priority as well as adding a PO number. 9. First, the quantity of an item can be updated. Enter the desired information into the Quantity field. For the purposes of this training simulation, enter "3". Note: Entering a "0" quantity and clicking on Recalculate will not remove the line. 10. Click the Recalculate button. This action will update the information found in the Totals Area. Published: 25 August 2013 Page 121 of 221

128 11. Lines can also be removed altogether. Click the "Trash can" button. 12. The cart is refreshed without the deleted line and with updated totals. 13. A useful feature is to understand where the discounts are coming from. While this can be done manually by totaling up the discounts, this link provides a summary screen. Click the Price Adjustments link. Published: 25 August 2013 Page 122 of 221

129 14. The Your Price Adjustments window opens and has totaled the discounts of the cart. Should there be more than one discount (e.g. a dealer discount plus a promotional discount) there would be more lines. Click the OK button. 15. One of the main functions of the cart page is to change the Priority of the order (from Standard to Unit Down). This simple process is also covered in the "Changing Shipping Priority (2 levels)" topic. To designate an order as Unit Down: Click the Unit Down option. 16. When the Unit Down checkbox is selected, the cart will refresh and the Unit Down Checkbox will appear. (If the cart was already created as a Unit Down, the checkbox would already exist). Reverting the order back to a Standard Order involves simply unchecking the box. 17. The next functionality of the cart is an availability check for the items that are in the cart. Click the Check Availability link. Published: 25 August 2013 Page 123 of 221

130 18. This screen shows the results of the availability check. In this case, two items are available and the other one is not available. Contact your Terex representative about the unavailable item. In order to return to the cart area: Click the Items link. 19. For the actions performed up to now (recalculating, deleting items, checking availability) a PO number did not have to be entered. However, a PO number must be entered in order to check out, and therefore it's a good idea to do this once the qty and items have been determined. Click in the * Please enter a Purchase Order Number: field. Published: 25 August 2013 Page 124 of 221

131 20. Enter the desired information into the * Please enter a Purchase Order Number: field. For the purposes of this training simulation, enter "SamplePO123". 21. Another functionality of the cart revolves around Promotion Codes. This functionality may not be used by all facilities. In the next couple of steps, the simulation will demonstrate how to enter a PO number for a Buy One Get One Free item 22. Click the Promotion Codes link. 23. The Promotion Codes area of the cart will open Click the Add Promotion Code button. 24. Enter the desired information into the Promotion Code field. For the purposes of this training simulation, enter "BOGO TEST". This information is case sensitive and must be entered exactly as given. 25. Click the Apply button. Published: 25 August 2013 Page 125 of 221

132 26. If the Promotion Code is Valid, it will be shown in the Promotion Code area below. To verify the promotion took place and to checkout, return to the items area of the cart. Click the Items link. Published: 25 August 2013 Page 126 of 221

133 27. The promotion code we entered added a "Get One Free" item to the cart. This is designated by a special icon; note that the quantity of the item cannot be changed, and that the price of the item has been set to 0 This is only an example of a promo code, and other codes may behave differently (e.g. increase the discount) 28. Once a cart is created, it is active for 30 days. Logging out of the system does not delete the cart. The cart can be saved and retained for 90 days. See the relevant topic on saving carts. However, in some cases, the cart needs to be deleted (assuming it is not needed). In order to do this: Click the Delete Cart button. Published: 25 August 2013 Page 127 of 221

134 29. A review page will be shown with a warning messaging requesting confirmation that the cart should be deleted. Click the Yes button. 30. A confirmation that the current cart has been deleted will be shown 31. This completes the procedure on how to work with Shopping Carts. Published: 25 August 2013 Page 128 of 221

135 Changing Shipping Priority (2 levels) This procedure demonstrates how to change the Shipping Priority for Sites that use 2 levels of priority : Standard Unit Down For sites that use the Expedite Shipping Priority, please refer to the "Changing Shipping Priority (3 levels)" topic. After completing this procedure, ecommerce users will be able to: Change Shipping Priority to Unit Down. 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 designate a cart as a Unit Down. This procedure assumes a cart has been created via Catalog, Direct Item Entry or The Item Detail Page and has been designated as a Standard Order. For sites that use only 2 levels of Priority (Standard and Unit Down) the designation is done via the Unit Down Checkbox. This procedure begins on the Store's Cart Page. Published: 25 August 2013 Page 129 of 221

136 1. One of the main functions of the cart page is to change the Priority of the order (from Standard to Unit Down). To designate an order as Unit Down: Click the Unit Down option. 2. When the Unit Down is selected, the cart will refresh (please be patient as it does) and the Unit Down Checkbox will be checked. (If the cart was already created as a Unit Down, the checkbox would already exist). Reverting the order back to a Standard Order simply involves unchecking the box, and waiting for the cart to refresh. Published: 25 August 2013 Page 130 of 221

137 3. This completes the procedure on how to change the shipping priority to a Unit Down. Published: 25 August 2013 Page 131 of 221

138 Changing Shipping Priority (3 levels) This procedure demonstrates how to change the Shipping Priority for Sites that use a 3rd level of priority : Standard Expedite Unit Down For sites that do not use the Expedite Shipping Priority, please refer to the "Changing Shipping Priority (2 levels)" topic. After completing this procedure, ecommerce users will be able to: Change Shipping Priority to Standard, to Expedite, to Unit Down. 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 toggle Shipping Priority between Standard, Expedite, and Unit Down. The Shopping Cart link is available from all screens in ecommerce, provided you have logged in and have selected a Store, by clicking on the Cart Link at the top of the page. This procedure assumes a cart has been created via Catalog, Direct Item Entry or The Item Detail Page. This procedure begins on the Store's Cart Page. Published: 25 August 2013 Page 132 of 221

139 1. When the cart is first created, no priority is selected. To select: Click the * Shipping Priority : list. 2. The Standard and Expedite Priorities can be selected via this Pull-Down Menu. Select the appropriate entry from the list provided. Click the Standard list item. Published: 25 August 2013 Page 133 of 221

140 3. The cart will refresh (please be patient while it does) and the priority selected will be displayed. If there are any pricing and discount changes that accompany the priority selection, they will appear here. From this point, the priority can further be toggled if needed. 4. Click the * Shipping Priority : list. 5. Click the Expedite list item. Published: 25 August 2013 Page 134 of 221

141 6. The cart will once again refresh and any pricing changes will take effect. In this example, a lower discount is given when switching from Standard to Expedite. The next step will show how to designate the order as a Unit Down. 7. Click the Unit Down option. Published: 25 August 2013 Page 135 of 221

142 8. The cart will once again refresh. Note that a) The checkbox is checked b) The Pull-Down Menu is no longer available c) If any pricing changes result from designating the order as Unit Down, they will appear here In the next example, we will un-check the Unit Down, making this once again an Expedited Order. 9. Click the Unit Down option. Published: 25 August 2013 Page 136 of 221

143 10. Note that the cart priority has become Expedite. For the last step of this example, the simulation will demonstrate how to return the order to a Standard Order. 11. Click the * Shipping Priority : list. 12. Click the Standard list item. 13. This completes the procedure on how to toggle between 3 levels of priority. Published: 25 August 2013 Page 137 of 221

144 Working with Shopping Lists This procedure demonstrates how to work with the Shopping List. The Shopping List is created from a cart and allows for an easy way to maintain a list of parts. Like a cart, it can be saved and modified later, used to create an order, or used as the core of a regularly recurring order such as a monthly resupply list. After completing this procedure, ecommerce users will be able to: Save a shopping cart as a list Amend an already created list Add items from one list to another Remove items from a List Delete a List 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 Shopping Lists are a very handy tool for ordering frequently used items, or creating "bundles" of items to be added to a cart. Shopping Lists do not expire and work in parallel with shopping carts. The following frames introduce how to work with the Shopping List. The Shopping Lists link can be accessed from the Cart Link. This procedure begins with a previously prepared Shopping Cart. Published: 25 August 2013 Page 138 of 221

145 1. In order to set up a list a PO number needs to be entered in the cart. To begin, the simulation will demonstrate what happens if a PO number is not entered prior to saving to a list. Click the Save To List button. 2. The error message "PO Number is mandatory" appears. 3. Enter the desired information into the * Please enter a Purchase Order Number: field. For the purposes of this training simulation, enter "SamplePO123". Published: 25 August 2013 Page 139 of 221

146 4. Now that the PO number has been entered, the cart can be saved to a list Click the Save To List button. Published: 25 August 2013 Page 140 of 221

147 5. The Save to Shopping List screen appears, and some options are shown. Even though we had to enter a PO number and the cart had a specific ship to and bill-to address, shopping lists are simply lists of items to be used later. In this scenario, some previously created lists exist. For the next example, we will create a new list, even though the alternatives are: - Replacing an existing list - Adding to an existing list 6. A name must be given for the list. Enter the desired information into the List Name field. For the purposes of this training simulation, enter "Reorder List 3". 7. Optionally, comments can be entered to describe the list in more detail. Enter the desired information into the Comments field. For the purposes of this training simulation, enter "3 items". 8. Click the Apply button. Published: 25 August 2013 Page 141 of 221

148 9. The new list is created and is shown in the Lists Page. This Page can always be accessed by selecting Cart -> My Shopping Lists 10. The simulation will now demonstrate how to review a list and manage it. Click the Reorder List 3 link. 11. One task that can be completed is to update the item quantities. Enter the desired information into the "Quantity" field. For the purposes of this training simulation, enter "2". 12. Click the Update Quantity button. This action confirms the new quantity entered. Published: 25 August 2013 Page 142 of 221

149 13. Next, the simulation will demonstrate how to add an item from one list to another list. Click the Reorder List 3 link. 14. Click the "Select" option. 15. Click the Add to List list. 16. Select the list we would like to "copy" the item to. Click the Reorder List 1 list item. Published: 25 August 2013 Page 143 of 221

150 17. Click the Go button. 18. The confirmation appears. Note that the item did not get removed from the original list. Next, the simulation will demonstrate how to remove an item from a list. Click the Reorder List 3 link. 19. Choose the appropriate item from the list. Click the "Select" option. Published: 25 August 2013 Page 144 of 221

151 20. Click the Delete button. 21. The list page will refresh and will no longer have the deleted item. Finally, the simulation will demonstrate how to delete an entire list. Under the cart menu Click the My Shopping Lists link. 22. Click the Reorder List 2 link. 23. Click the Delete List button. Published: 25 August 2013 Page 145 of 221

152 24. A review page will be shown with a warning messaging requesting confirmation that the list should be deleted. Click the Yes button. 25. This completes the procedure on how to use Shopping Lists. For a related topic, see Working with Shopping Carts. Published: 25 August 2013 Page 146 of 221

153 Working with Shopping Carts This procedure demonstrates how to save and update Shopping Carts. Saving Shopping Carts allows for an easy way to maintain multiple carts at the same time. It allows users to create carts with different purposes, ship to information, priorities etc, and to not interrupt the work schedule.. After completing this procedure, ecommerce users will be able to: Save a shopping cart Manage a Saved Cart Delete a Cart Make the Saved cart the current cart 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 Saving a shopping cart allows the user to extend the life of a cart (from 30 days to 90 days). Some examples of using saved carts are: - You are working on a stocking quote for a customer. Another urgent quote comes in, for a different ship to. Rather than lose the work on the existing cart, it can be saved. - You are working on a stock order throughout the week, but need to place Unit Down Orders each day The following frames introduce how to work with saved Shopping Carts. Shopping Lists link can be accessed from the Cart Link -> My Carts This procedure begins with a previously prepared Shopping Cart. Published: 25 August 2013 Page 147 of 221

154 1. The cart that you are working on is called the "Current Cart" To save the cart: Click the Save Cart button. Published: 25 August 2013 Page 148 of 221

155 2. The Save Cart Screen will appear. At this point, there are the options of creating a new saved cart, or adding the items of the cart to an already existing Saved Cart. NOTE: When you add a cart to an already saved cart, the items will be added, but any other information (such as Shipping Information, PO number etc) will be the ones of the already saved cart. For the purposes of this training, we will save a cart. 3. Saved carts require a name. Enter the desired information into the Cart Name: field. For the purposes of this training simulation, enter "Quote 2". 4. Click the Apply button. Published: 25 August 2013 Page 149 of 221

156 5. A confirmation that the cart is saved will be shown. NOTE: As the confirmation states, the "Current" cart is now empty. Under the Cart menu Click the Shopping Cart link. 6. This confirms that the current cart is now empty. For the next step of this training we will manage the saved cart. This can be done at any time from the following menu : Cart -> My Carts. Click the My Carts link. Published: 25 August 2013 Page 150 of 221

157 7. This screen shows the saved carts. Select the desired entry from the list. Click the Quote 2 link. 8. This screen shows the Saved Cart Details. To update the cart: Click the Update Cart button. 9. The saved cart is now the current cart, and can be updated as normal. The simulation will now demonstrate how to remove one of the lines. Click the Trash Can button. 10. After the cart has refreshed, the cart may be saved. Click the Save Cart button. Published: 25 August 2013 Page 151 of 221

158 11. Once again, a confirmation appears. 12. For the next scenario, we will delete a saved cart. Navigate to the Cart Link and Click the My Carts link. 13. Select the desired entry from the list. Click the Quote 1 link. 14. Click the Delete Cart button. Published: 25 August 2013 Page 152 of 221

159 15. A review page will be shown with a warning messaging requesting confirmation that the saved cart should be deleted. Click the Yes button. Published: 25 August 2013 Page 153 of 221

160 16. The cart is now deleted and the remaining saved carts are displayed. 17. This completes the procedure on how to work with saved carts. Published: 25 August 2013 Page 154 of 221

161 Checkout and Order Placement This lesson details placing Orders. The system provides for quick and easy entry of information to create orders. There are multiple ways to input and check parts information, customer billing and shipping information, and ordering information, track orders and confirm order status. After completing this lesson, ecommerce users will be able to: Place a Standard part Order Work with Ship To Addresses Place a Unit Down Order Published: 25 August 2013 Page 155 of 221

162 Placing Orders Using Single Checkout This procedure demonstrates how to Checkout a Cart using a Single (Going to Review Page) Order Checkout starts in the shopping cart, once all the items of interest have been added. Please see the relevant sections on how to add items to cart After completing this procedure, ecommerce users will be able to: Check Out and Place Order for a Standard Order Check Out and Place Order for a Unit Down Order 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 checkout Process in ecommerce consists of 3 steps: The Ship to Information, the Bill-to Information and the Review Page. However, in many cases the Ship To and Bill-to information is already pre-populated, and therefore they can be bypassed. The following frames introduce how to place a Standard Order in 1 step. This procedure begins on the Store's Cart Page. Published: 25 August 2013 Page 156 of 221

163 1. To determine whether the Single Method can be used or not, the following need to be checked: 1) The Priority of the cart (Standard or Unit Down) - For how to change the Priority, refer to "Changing Shipping Priority (2 to 3 levels)" 2) The Customer Information 3) The Ship to and Bill-to address 4) The Shipping Method As long as everything is set correctly, as it is in this case, the only data needed is a PO Number. This topic will show how a Standard Order can be placed. The scenario will be repeated for a Unit Down Order. Published: 25 August 2013 Page 157 of 221

164 2. A PO Number is mandatory. Enter the desired information into the * Please enter a Purchase Order Number: field. For the purposes of this training simulation, enter "Checkout 1". 3. Click the GoTo Review button. Published: 25 August 2013 Page 158 of 221

165 4. The Review and Place Order page will open. This is a final chance to review the order. Information as to the Ship Method, Unit Down Order or not Ship Complete Shipping Instructions can be found in this page. From here, Changes can be made as follows: 1) Quantity changes to the cart using the recalculate Button. Note, however, that if an item needs to be deleted, this needs to be done by selecting the Cart Link. 2) Changes to the Ship to and Bill-to By selecting the Change Button of the relevant area. (for how to make these changes, see the relevant topics) 5. With all information set correctly, the review is complete. Click the Place Order button. Published: 25 August 2013 Page 159 of 221

166 6. A popup window will open with the Terms and Conditions Document and a statement that must be agreed to. The Terms and Conditions document can be opened by clicking on the link. After reading the Ts & Cs: Click the Yes button. Published: 25 August 2013 Page 160 of 221

167 7. An order confirmation will be returned from the system. This can be used in the Order History area to review the order. It may be helpful to note the number for future reference. 8. The simulation will now demonstrate the same process for a unit down order. The process for entering a Unit Down Order using the Single Process is very similar. The only difference is that due to the urgent nature of the order, the system performs a proactive Availability Check and warns if items in the cart are not available. 9. A PO Number is mandatory. Enter the desired information into the * Please enter a Purchase Order Number: field. For the purposes of this training simulation, enter "Checkout 2". Published: 25 August 2013 Page 161 of 221

168 10. Click the GoTo Review button. 11. The Availability Check is done in the background. Items that show as not available (where the quantity requested is more than the quantity available) are flagged in the message, separated by commas. At this point available options include: 1) Contact a Terex sales representative 2) Remove the items 3) Change the order to a Stock Order However, more than likely the action would be to place the order. Published: 25 August 2013 Page 162 of 221

169 12. In order to proceed, the system needs to know that this message has been read. Click the Acknowledge button. 13. At this point, the process is the same as the Standard Order Process previously shown. The only difference is that The Unit Down information is shown on the Order Review Page in the bottom left corner. Click the Place Order button. 14. A popup window will open with the Terms and Conditions Document and a statement that must be agreed to. The Terms and Conditions document can be opened by clicking on the link. After reading the Ts & Cs: Click the Yes button. Published: 25 August 2013 Page 163 of 221

170 15. As with Standard Orders, an order confirmation will be returned from the system. This can be used in the Order History area to review the order. It may be helpful to note the number for future reference. The order is now on its way to be shipped. 16. This completes the procedure on how to place orders using single step checkout. Published: 25 August 2013 Page 164 of 221

171 Placing Orders Using Two Checkout This procedure demonstrates how to Checkout a Cart using the Two Process (Changing the Shipping Information, then going to the Review Page) Order Checkout starts in the shopping cart, once all the items of interest have been added. Please see the relevant sections on how to add items to cart After completing this procedure, ecommerce users will be able to: Check Out and Change Shipping Information Place Order 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 checkout process in ecommerce consists of 3 steps: The Ship to Information, the Bill-to Information and the Review Page. In many cases the Ship To information (such as Ship Method, Ship to address and Shipping Instructions) needs to be amended. The following frames introduce how to place a Standard Order in 2 steps This procedure begins on the Store's Cart Page. Published: 25 August 2013 Page 165 of 221

172 1. For the purposes of this training simulation, we will assume that the following needs to be changed 1) The Ship to and Bill-to address 2) The Shipping Method 3) Shipping Instructions need to be entered. In order to start the process, a PO is necessary This topic will show how a Standard Order can be placed. The Unit Down Process is the same, however there is an automatic availability check that will return warnings when items are not available. Please refer to the Single Checkout Process for more details. Published: 25 August 2013 Page 166 of 221

173 2. A PO Number is mandatory. Enter the desired information into the * Please enter a Purchase Order Number: field. For the purposes of this training simulation, enter "Checkout 2". 3. Click the GoTo Shipping Info button. 4. First, a shipping method must be selected. Click the Shipping Methods list. Published: 25 August 2013 Page 167 of 221

174 5. Select the appropriate entry from the list provided. Given that this is a Standard Order, we will assume this order is over a certain weight and has to be shipped LTL. Click the YRC-LTL-Standard1 list item. 6. Next, the Ship To address will be modified. For the next few steps, an existing address will be selected. For creating a new address, please see the relevant topic. Click the Ship To Address Change button. Published: 25 August 2013 Page 168 of 221

175 7. The Address Book Page will open. This contains a list of the organization's Ship to addresses. These are organized by country, and then sorted by Address Line 1 In order to narrow down the list, a search function has been provided. It is very important that this is used before deciding to create new addresses to avoid address duplication. 8. One of the easiest ways to search is via the zip code of the desired shipping location. Enter the desired information into the Zip / Postal Code: field. For the purposes of this training simulation, enter "49009". 9. Click the Go button. Published: 25 August 2013 Page 169 of 221

176 10. The relevant results will be returned. In this case, there is only one result and the radio button is pre-selected. If more results were returned, the correct address would need to be selected. To confirm, click on the Select Button. Click the Select button. 11. In many cases, Shipping Instructions need to be entered in a free text field. These cases include, but are not limited to: 1) Serial Number of the Machine 2) Color requested 3) Freight Account Number if Shipping Collect etc. 12. Enter the desired information into the Shipping Instructions: field. For the purposes of this training simulation, enter "Use our YRC account ". Published: 25 August 2013 Page 170 of 221

177 13. Finally, if there is a need to ship everything in one order, the Ship All Lines together checkbox should be selected. Be aware: Selecting this option may delay your order, as the system will wait for all items to be available before shipping. For the purposes of this training simulation, the box will remain unchecked. 14. When all the Ship to related selections are made: Click the GoTo Review button. Published: 25 August 2013 Page 171 of 221

178 15. The information entered in the previous steps should be reflected here. (In the Shipping Information area) Should you need to make more changes, click on the "Change" Button in the Ship to Area For changes to the Bill-to address, click on the "Change" Button in the Payment and Billing Area. (see the relevant topic) Otherwise, when ready Click the Place Order button. Published: 25 August 2013 Page 172 of 221

179 16. A popup window will open with the Terms and Conditions Document and a statement that must be agreed to. The Terms and Conditions document can be opened by clicking on the link. After reading the Ts & Cs: Click the Yes button. Published: 25 August 2013 Page 173 of 221

180 17. As with all other orders, an order confirmation will be returned from the system. This can be used in the Order History area to review the order. It may be helpful to note the number for future reference. 18. This completes the procedure on how to place orders using two step checkout. Published: 25 August 2013 Page 174 of 221

181 Creating a new Ship to Address This procedure demonstrates how to Create a new Ship to address, having searched for an existing one. Billing and Shipping information is set for each customer to improve order processing and order flow within the system. Knowing how to manage that information will help to keep operations smooth and error free. After completing this procedure, ecommerce users will be able to: Search for a Ship-to address Create a new address Resolve any duplication with an existing address 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 create a new ship to address. Creating a new Ship to Address from ecommerce can only happen as part of the Checkout Process. It is STRONGLY suggested that a search for the address be done before a new one is created. This helps avoid address duplicates. The ability to create addresses is permission based. Therefore not all users will have this ability. This procedure begins on the Checkout: Shipping information page in the middle of the order process. See relevant topics for further details on navigating to this page. Published: 25 August 2013 Page 175 of 221

182 1. You will notice there are two buttons. One is used to change the Address information, the other the Contact information From the Address Area: Click the Ship To Address Change button. 2. The Search and Select: Ship to Address page displays and has the account's Ship to Addresses, as well as a search area: This allows a long list of addresses to be searched using a variety of criteria. E.g. zip code As mentioned, the aim is to reuse an existing address if possible. Published: 25 August 2013 Page 176 of 221

183 3. Enter the desired information into the Zip / Postal Code: field. For the purposes of this training simulation, enter "49009". 4. Click the Go button. 5. The search returns the one address with a zip code matching the search criteria. For purposes of this training simulation, we will create a new address, having decided that we need to ship to a different address. 6. Click the Create Address button. Published: 25 August 2013 Page 177 of 221

184 7. The scenario assumes that this address will be in the USA; however, if needed, a different country's address can be entered by selecting from the Country pull-down menu. The address details need to be entered. 8. If this is an address of your own organization, enter the street address here. If this is drop shipping to a different company, enter the Company's name in Address Line 1 and the street address in Line 2. Subsequent information, such as Suite, etc., can be entered in subsequent lines. No Phone numbers, notes, etc. should be added in Address Lines. Enter the desired information into the Address Line 1: field. For the purposes of this training simulation, enter "100 main st". Published: 25 August 2013 Page 178 of 221

185 9. Enter the desired information into the City: field. For the purposes of this training simulation, enter "kalamazoo". 10. Enter the desired information into the State: field. For the purposes of this training simulation, enter "mi". 11. Enter the desired information into the Zip / Postal Code: field. For the purposes of this training simulation, enter "49009". 12. Click the Apply button. Published: 25 August 2013 Page 179 of 221

186 13. The application performs a duplicate check when the address is close to one already entered. Although this is no substitute for performing an address search prior to creating an address, it can filter a few addresses out. In most cases, the preferred address is the one already in the system. (Therefore, we need to select the Duplicate Address radio button) 14. Click the 100 MAIN STREET, KALAMAZOO, KALAMAZOO, MI, UNITED STATES, option. 15. Click the Submit button. Published: 25 August 2013 Page 180 of 221

187 16. The application returns to the Shipping Information Page where the order process may continue. 17. This completes the procedure on how to create a new ship to address. Published: 25 August 2013 Page 181 of 221

188 Changing the Bill-to Address This procedure demonstrates how to search for and select a Bill-to Address. Billing and Shipping information is set for each customer to improve order processing and order flow within the system. Search and select a Bill-to address 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 change a bill-to address. Changing the Bill-to Address from ecommerce can only happen as part of the Checkout Process. Bill-to addresses cannot be created online. They must be selected from an existing list. This procedure begins on the Checkout: Review and Place Order page in the middle of the order process. See relevant topics for further details on navigating to this page. Published: 25 August 2013 Page 182 of 221

189 1. The Bill to Information can either be accessed directly from the Cart Page, or from the Review and Place Order Page. Under the Payment and Billing Information section Click the Change button. 2. The PO number can be changed in this screen. Enter the desired information into the PO Number field. For the purposes of this training simulation, enter "Checkout 3". 3. Next, the desired bill-to address can be selected from a list of Bill-to address. Click the Change button. Published: 25 August 2013 Page 183 of 221

190 4. The functionality is same as the Search and Select Ship to Address. However, only Bill to addresses are displayed here. In this example, only one address exists; however, in other accounts multiple Bill-to addresses may exist. Click the Select button. 5. Once finished: Click the GoTo Review button. 6. This completes the procedure on how to change the bill-to address. Published: 25 August 2013 Page 184 of 221

191 Returns This lesson details working with Requesting Online Returns. Occasionally, items will be included in an Order which do not meet requirements or may be in error. As a result, the item needs to be returned to the vendor. As long as the Order is in the system, a return request may be prepared online. After completing this lesson, ecommerce users will be able to Create Online Returns Published: 25 August 2013 Page 185 of 221

192 Creating an Online Return This procedure demonstrates how to Create an Online Return. Occasionally, items will be included in an Order which do not meet requirements. They may be in excess of the quantity requested, damaged, incorrect size, or some other reason. As a result, the item needs to be returned to the vendor. As long as the Order is in the system, a return request may be prepared online. This reduces errors and more closely tracks the part to the Order and the subsequent Invoice. After completing this procedure, ecommerce users will be able to: View Order details to view items Prepare a Return online from the Order detail screen Prepare a Return online from the Item returns screen 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 Create an Online Return. This is a return based on (and linked to) an existing order. Annual returns cannot be created online. Preparing returns online helps speed the process and reduces errors. This procedure begins on the Track Orders Page. NOTE : In the first few days after the system goes live, there may be links to an offline returns request. Published: 25 August 2013 Page 186 of 221

193 1. Returns are based on Orders which have been delivered. Using the online information to identify specific parts and quantities to be returned is the quickest, most accurate way to accomplish reversal of the items to he supplier and crediting customer accounts. The first method for preparing a return is to go directly to the Track Orders page and recall the order. Click the link. 2. The Order Details page displays. Click the Return Items button. Published: 25 August 2013 Page 187 of 221

194 3. The Create Returns screen lists each item on the order and provides reasons for the return to select from and a field to indicate number to be returned. Click the Return Reason list. 4. Select the appropriate entry from the list provided. Click the Damaged Product list item. 5. Enter the desired information into the Return Quantity field. For the purposes of this training simulation, enter "1". 6. Click the Next button. Published: 25 August 2013 Page 188 of 221

195 7. This screen summarizes the return information and allows a final opportunity to revise the quantity or change the reason for the return. Confirm all information, and when ready: Click the Submit Return button. Published: 25 August 2013 Page 189 of 221

196 8. A return request confirmation is shown. Also, an will be sent to the address associated with the account. 9. There is a second way of creating a return: by searching for a part number. This is quite useful when the order number is not readily available. Under the Orders menu: Click the Returns link. 10. In the returns area, the most recent returns (with status) are displayed. To start a new return: Click the Return Items button. Published: 25 August 2013 Page 190 of 221

197 11. To locate the order, search will need to be conducted. The search can be done by either order number or part number. We will perform the latter. Enter the desired information into the Search field. For the purposes of this training simulation, enter " ". 12. Click the Go button. Published: 25 August 2013 Page 191 of 221

198 13. A list of all orders with that part number present are returned (as mentioned in a separate topic, this is a good way to look at order History by part number.) In order to return qty 1 from one order: Click the Checkbox option. 14. Click the Add to Return button. 15. The same Review and Submit screen appears to select the reason and number of items in the return. If there is a current, unfulfilled return in the system for that item, it is opened and the quantity is added to it. If no return for that item is in the system, a new one is created. Click the Submit Return button. Published: 25 August 2013 Page 192 of 221

199 16. An additional confirmation is provided, and an will be sent to the address associated with the account. 17. This completes the procedure on how to create a return request. Published: 25 August 2013 Page 193 of 221

200 Viewing This lesson details Viewing Orders and Invoices. ecommerce provides the ability to check on the fulfillment status of Orders after they have been placed into the system. Part of those checks is the ability to look at the invoices which have been generated as part of creating the shipment. After completing this lesson, ecommerce users will be able to: View Orders View Shipment Status View Invoices Published: 25 August 2013 Page 194 of 221

201 Viewing Orders This procedure demonstrates how to View Orders. An Order is created from a cart once all the items of interest have been added. Additional Items may be added through Searching or Direct Item Input and may then be viewed to ensure accuracy and completeness. After completing this procedure, ecommerce users will be able to: View an entered Order Review shipment status of an Order Review a shipped Order 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 View Orders. The ability to view Orders keeps information current as to the status of the Orders, invoice numbers, shipping information and status of fulfillment. This procedure begins on a Product Line Page. Even though we are inside one product line, all orders for the account will be shown. Published: 25 August 2013 Page 195 of 221

202 1. Order History (including Invoices and Payments)* may be accessed from the Orders -> Track Orders Link. * based on individual permissions Click the Orders link. 2. Click the Track Orders link. Published: 25 August 2013 Page 196 of 221

203 3. The Track Orders page provides links to view information about Orders in the system. By Default, Orders placed in the last 7 days are shown. Other periods may be selected for view by updating the "Orders in last" selection. The search capability allows finding an Order by: PO Number, Date or Date range, Order number or date range. Order Status (e.g. Entered, Booked, Closed) Links to more Shipment and Price Adjustment details are available for each Order directly by clicking the relevant Icons. The details of each order are also visible by clicking the Order Number Link. 4. To look for the last 14 days' worth of orders: Click the Orders in last: list. 5. Click the 14 days list item. 6. Click the Go button. Published: 25 August 2013 Page 197 of 221

204 7. Relevant results are returned. Another way to search, is by date range: Click the Select Date button. 8. Locate the desired date using the calendar. Click the 7 link. 9. Click the Select Date button. 10. Click the 30 link. 11. Click the Go button. Published: 25 August 2013 Page 198 of 221

205 12. As you can see the orders narrowed back down. Finally, the orders can be searched by a variety of fields and conditions Click the Search By: list. 13. The fields are PO, Order Number, Order Status, Order Date etc Click the PO Number list item. 14. Click the Operator list. Published: 25 August 2013 Page 199 of 221

206 15. There is a multitude of conditions to choose from. Click the is list item. 16. Enter the desired information into the Search field. For the purposes of this training simulation, enter "231213". 17. Click the Go button. 18. To view the details of the order: Click the link. Published: 25 August 2013 Page 200 of 221

207 19. General Order details are listed at the top of the form with additional information in the table below. Ship To and Bill To information are displayed* along with detailed information about the shipping status of each item in the order. For example, the Schedule Ship Date Field notifies of the planned ship date. *the addresses were masked from this example. 20. In order to view more details about this shipment: Click the Details link. Published: 25 August 2013 Page 201 of 221

208 21. The Shipping Details page is displayed showing relevant shipping information for the order. 22. To look at the details of an order which has been shipped, we will find a specific order searching by order number. Under the Order menu: Click the Track Orders link. 23. Click the Search By: list. 24. Click the Order Number list item. 25. Click the Operator list. 26. Click the ends with list item. Published: 25 August 2013 Page 202 of 221

209 27. Enter the desired information into the Search field. For the purposes of this training simulation, enter "2299". 28. Click the Go button. 29. Instead of opening up the order by clicking on the order number, you can use the Shipment Details Icon: Click the View Details button. Published: 25 August 2013 Page 203 of 221

210 30. This screen shows the updated shipping details of the order and the status of each item's fulfillment. The Order Items table shows how many of each item has been shipped. The Status of closed indicates that all of that item have been sent. Click the link. Published: 25 August 2013 Page 204 of 221

211 31. This screen shows more specific details about the shipment, including the Invoice Number(s) associated with it. The tracking numbers can be selected and in most cases pop out to the carrier's website Click the link. 32. This is an example of the carrier's website. 33. Back at the Shipment Details page: Click the link. Published: 25 August 2013 Page 205 of 221

212 34. This screen provides information about the invoice associated with the order, how much each item cost, how much tax was charged and any discounts or price reductions. It also shows when that invoice is due to be paid. 35. Next, the training simulation will demonstrate how the columns in the Order History can be sorted. In general underlined Columns can be selected and sorted either ascending or descending. Click the Track Orders link. 36. Click the Orders in last: list. 37. Click the 90 days list item. 38. Click the Go button. Published: 25 August 2013 Page 206 of 221

213 39. In order to sort by Order Status: Click the Order Status link. 40. To sort by PO number: Click the PO Number link. 41. Orders can also be sorted by date: Click the Order Date link. 42. Finally, for each order, the price adjustments applied to it can be seen. Click the View Details button. Published: 25 August 2013 Page 207 of 221

214 43. Click the OK button. 44. This completes the procedure on how to View Orders. The concept of History is similar whether it applies to Orders, Invoices or Payments. For how to look up an order by the Parts number it contains, see the relevant topic. Published: 25 August 2013 Page 208 of 221

215 Viewing Orders by Part Number This procedure demonstrates how to View Orders by Part Number. After completing this procedure, ecommerce users will be able to: Search for an Order Using a Part Number 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 system gives the ability to view an Order History By Part Number. The process is in fact a "workaround" and uses the return functionality. Nevertheless, it is a useful ability in the system. The process starts as if we want to create a return. 1. Under the Order menu: Click the Returns link. 2. Click the Return Items button. Published: 25 August 2013 Page 209 of 221

216 3. The Search Items to return is the screen that allows entry of a Part Number and viewing of all the orders that this part number is in. 4. Enter the desired information into the Search field. For the purposes of this training simulation, enter " ". 5. Click the Go button. 6. A list of orders is displayed. For more information about the order (including shipping information): Click the link. Published: 25 August 2013 Page 210 of 221

217 7. The Order Details page is displayed. From here on, you can see when it's due to ship, whether it has shipped, the invoice etc. 8. This completes the procedure on how to view Order History by Part Number. Published: 25 August 2013 Page 211 of 221

218 Viewing Returns This procedure demonstrates how to View Returns.. A Return is created from an order cart once items have been shipped. An Online Return has to be approved. After completing this procedure, ecommerce users will be able to: View the Status of a Return Request 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 view returns. There are two ways to view returns: 1) From a dedicated Returns History View 2) From an individual order. These are not the "annual return" type of returns. Rather, they are linked to particular orders. 1. Under the Orders menu Click the Returns link. 2. Click the Returns in last: list. Published: 25 August 2013 Page 212 of 221

219 3. Select the appropriate entry from the list provided. Click the 90 days list item. 4. Click the Go button. 5. The list of returns are shown with different status for each: 1) Booked: The return is approved 2) Cancelled: The return was rejected or actually cancelled 3) Pending Internal Approval: The return is still being reviewed internally. Published: 25 August 2013 Page 213 of 221

220 6. To view a specific return, select the desired Return Number from the list provided. Click the link. 7. The Return Details page is displayed where the status of the return (Booked) as well as a link to the Order Number is shown. Furthermore, the monetary elements of the return are shown 8. Another way to view a return is from the Order History, when there is a return against a particular order. Click the Track Orders link. Published: 25 August 2013 Page 214 of 221

221 9. Click the Search By: list. 10. Click the Order Number list item. 11. Click the Operator list. 12. Click the ends with list item. 13. Enter the desired information into the Search field. For the purposes of this training simulation, enter "2334". 14. Click the Go button. 15. Select the appropriate entry from the list of results returned. Click the link. Published: 25 August 2013 Page 215 of 221

222 16. The Order Details page displays. Any returns associated with this order are displayed directly below the Order Items. 17. This completes the procedure on how to view returns. Published: 25 August 2013 Page 216 of 221

223 Viewing Invoices This procedure demonstrates how to View Invoices. An Invoice is created once an Order has shipped and payment is required. The ability to access and read Invoices is based on role and permissions assigned within the organization. Knowing which Orders have shipped and the status of outstanding invoices gives an understanding of the financial health of the company. After completing this procedure, ecommerce users will be able to: View an Invoice Review how to see if Payments have been applied Review Invoice details of a shipped Order 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 View Invoices. Invoices are shown in real time from the system, and allow for self-service. This procedure begins on the main store page. 1. Under the Orders menu: Click the Invoices link. Published: 25 August 2013 Page 217 of 221

224 2. Similar to Order History, the last 7 days' invoices are shown. You can search by some specific fields, or you can sort the existing invoices. Click the Amount Due link. 3. Click the View Details button. 4. The Payment Information will appear. This completes the procedure on how to view invoices. Published: 25 August 2013 Page 218 of 221

225 Viewing Payments This procedure demonstrates how to View Payments. The ability to access and read Payments is based on role and permissions assigned within the organization. Knowing which Payments have been applied against which Invoices helps the users understand their financial relationship with Terex. After completing this procedure, ecommerce users will be able to: View a Payment Review how to see which Payments have been applied to which invoices 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 View Payments. This procedure begins on the main store page. 1. Under the Orders menu Click the Payments link. 2. First the payment must be located. Click the Search By: list. 3. Click the Payment Amount list item. Published: 25 August 2013 Page 219 of 221

226 4. Click the Operator list. 5. Click the starts with list item. 6. Enter the desired information into the Search field. For the purposes of this training simulation, enter "140". 7. Click the Go button. 8. Select the appropriate entry from the returned results. Click the link. Published: 25 August 2013 Page 220 of 221

227 9. The payment details page appears displaying relevant information. From here, the invoice may also be viewed. 10. This completes the procedure on how to view payments. Published: 25 August 2013 Page 221 of 221