Você está na página 1de 9

E-Commerce

Instructional Guide

E-Commerce Instructional Guide

Welcome

Table of Contents
Welcome ....................................................................................................................................................... 2
Table of Contents .......................................................................................................................................... 2
Quotes ........................................................................................................................................................... 3
Current Quote ............................................................................................................................................... 3
Create a Quote ...................................................................................................................................... 4
Shipping................................................................................................................................................. 6
Place Order............................................................................................................................................ 7
Order History ................................................................................................................................................ 7
Batch Import Wizard ..................................................................................................................................... 8

Note: All menu options shown here are not available to all users.

Page 2

E-Commerce Instructional Guide


Quotes
The Quotes tab shows summary information about all of your past active quotes. If you want to view a
quote on the Current Quote tab, simply click the Quote Number.
If you have many quotes, page numbers will appear in the upper left under Filter.
Figure 1: Quotes

To quickly find a quote, use the Filter in the upper left corner. The drop-down list gives you the options
of Part Number, PO Ref, Quote Number, Entered By, or Modified By to filter your quotes. Simply select
the filter you want to use and type the information in the next field. After pressing Enter, only quotes
that match your search will be displayed.
In the Switchboard column, you can delete a quote by clicking the red X. You can also export a quote by
clicking the Excel Icon. A dialog box will open giving you several options on the export file format.

Current Quote
After selecting a quote to view, the Current Quote tab will open. The Current Quote tab is divided into
three steps: Quote, Shipping, and Place Order. The Quote Process Timeline in the upper right corner
shows what step you are on. Below the Quote Process Timeline is the quote summary, giving you
important details about the current quote.
Figure 2: Current Quote

Note: All menu options shown here are not available to all users.

Page 3

E-Commerce Instructional Guide


Create a Quote
The Current Quote tab is where you will build your order.
1. In the upper left corner, enter the quantity of the item you wish to quote.
2. Next, enter the item number. Some parts have multiple reference numbers. If you are
searching for such a part, the number you enter may not match the number that is ultimately on
the quote.
3. After you input the item number, hit the Enter key to add that item to the quote.
4. One PO Reference number must be entered for every quote.
5. By default, the item most recently quoted will be at the top of the list.
The Page Size box will show you how many lines can be entered before a new page starts. This can be
changed to a number of your choosing.
The Switch Board allows you to insert and delete lines from the current quote. To delete a line from the
quote, click the red X. To insert a line in the middle of the quote, click the green + on the line you
want to insert before and quote as usual.
Figure 3: Current Quote (Line Items)

You may also click the Note icon to insert a note about the part. When a note has been added, it will
show up in the Description column (as shown below).
Figure 4: Part Note

Note: All menu options shown here are not available to all users.

Page 4

E-Commerce Instructional Guide


In the WHS column, each line will show a checkmark and the warehouse the part is coming from. If the
checkmark is red, it means the part is available in other conditions. To change the warehouse the part is
allocated from, click the warehouse link. A new window will open showing the availability of the part
from other warehouses.
Figure 5: Warehouse Allocation

From the Toolbar, you can create a new quote, use the calculator, print, email, or fax quotes, as well as
export quotes and import batches. By clicking on the Excel icon, a new window will open showing the
file format options for the exported quote. The Batch Import Wizard, represented by the grid icon, can
be used to import lists of parts from other documents (such as Excel) into a quote. For more
information on the Batch Import Wizard, see the advanced instructions on page 8.
Figure 6: Toolbar

On the far right, you can click the Tools drop-down for more options for the quote you are on. You can
delete the quote or check for shortages or price changes from here.
The Shortages and price alerts option scans your quote for anything that is out of stock or has had a
price change since you made the original quote. When this option is selected, only the lines that have
shortages or price changes will display; allowing you to make the necessary changes. To continue
viewing the entire quote, select the Shortages and price alerts option again.
Figure 7: Quote Tools

Note: All menu options shown here are not available to all users.

Page 5

E-Commerce Instructional Guide


Shipping
When you are finished quoting parts, click the Shipping link on the Quote Process Timeline. This will
bring up your shipping options.
Figure 8: Shipping Tab

In the top portion o f the shipping table, you can configure how and where each site will ship or
consolidate their portion of the order. If you are consolidating an order you have the option of Ship
Complete to insure that the order wont ship until all parts being consolidated are received.
Figure 9: Shipping Configurations

Below that, you can configure how each site will ship to the customer. Next, you can change the options
for shipping documentation, the Shipping To address, and any Packing Slip Notes you may want to add.
Figure 10: Shipping Options

At the bottom of the screen, you will notice two buttons. The first will save any routing changes you
have made for this quote to your default. The second will save the addresses and selected shipping flags
as your default.

Note: All menu options shown here are not available to all users.

Page 6

E-Commerce Instructional Guide


Place Order
After making all of your shipping configurations, advance to the Place Order screen on the Quote
Process Timeline. Once on the Place Order screen, you will need to click the Place Order button to
actually convert the quote into an order. The list below will display the progress of the order.
Figure 11: Place Order Screen

Order History
The Order History tab allows you to view details of previous orders. There are many different ways to
search the order history. You can select the dates from the calendar, select and option from the dropdown menu, as well as enter a PO Reference, Order, Part, or Invoice Number.
Figure 12: Order History Tab

After bringing up the order history, you can view details about each order. Clicking on the order number
will open a new window with the order invoice. If you click the quote number, it will show you the
details of the quote in the Current Quote screen.
Figure 13: Order History Details

Note: All menu options shown here are not available to all users.

Page 7

E-Commerce Instructional Guide


Batch Import Wizard
To use the Batch Import Wizard, select the grid icon from the toolbar on the Current Quote tab.
Figure 14: Batch Import Icon

Type or paste the quantity and part numbers that you wish to import in the text box on the left side of
the Batch Import Wizard window. Click Review Imported Data to preview the data.

Note: All menu options shown here are not available to all users.

Page 8

E-Commerce Instructional Guide


The information you pasted into the previous screen will show formatted as a quote on the next screen.
Here you can Edit or Delete lines from the quote. Once everything is correct, click Submit Batch to
convert the batch into a quote on the Current Quote screen.

Note: All menu options shown here are not available to all users.

Page 9