The New B2B Portal User Guide. B2B Contacts

Transcription

1 The New B2B Portal User Guide Access to your Sprecher + Schuh orders around the clock 1 B2B Contacts Claudia Sears, Marketing Communications b2bhelp@sprecherschuh.com User access, questions & training Customer Service, Order questions & expedite requests Edward Rodriguez, Marketing Director 2 b2bhelp@sprecherschuh.com 1

2 New B2B Portal Real time access to Sprecher + Schuh s SAP Order Management System New look! Same or more tools. Portal Launch Pad with Microsoft Multi Factor Authentication (MFA) technology Price & Availability Order Tracking Special Pricing Agreements Other helpful links 3 New Portal Login Secure login for access to lots of tools Reset forgotten passwords yourself Contact b2bhelp@sprecherschuh.com for other changes S+S Sales Representatives DO NOT have access to customer orders S+S Sales Reps CAN request SPA modifications for Customers 4 b2bhelp@sprecherschuh.com 2

3 What You Can t Do (hasn t changed) See Obsolete or Discontinued items i.e. CA4/CT4/CS4/CDP still in stock Manufacturing lead time on assemblies or custom items (panels) Stock in other locations USA sees availability for Houston Canada sees availability for Cambridge Call Customer Service Price & Availability App Check availability dates on components Search by product id, catalog number or description Upload a list of parts by product id (SKU) Check pricing on Special Price Agreements 6 b2bhelp@sprecherschuh.com 3

4 Order Tracking App See Open and Completed orders Search by your Purchase Order and S+S Order # Order details, order status, and back order status Estimated ship dates Tracking numbers & links 7 Special Price Agreements For Distributors and Sales Reps only View agreements both active and expired Download Excel files Request modifications Request new agreements Accept Countered price requests 8 b2bhelp@sprecherschuh.com 4

5 Access new portal at The old B2B Portal will remain active for a limited time for reference to old orders and pricing, but agreements and inventory are not updated. 9 Previous Portal logins will not work New users need to request a login 10 b2bhelp@sprecherschuh.com 5

6 All fields are required. The system will a verification code to the you enter Your is your User ID Create your own secure password Microsoft Multifactor Authentication is used at login. The phone number does not need to be the same one Microsoft will use for verification 11 Launch Pad Additional applications or links will appear here when they are launched 12 b2bhelp@sprecherschuh.com 6

7 Multiple Locations Your Sold To account will populate automatically Accounts with multiple locations can choose which one to use 14 Add Items Add Items to the list first 15 7

8 add items to the list By Product ID Include quantity click Add Or search by Catalog number Description Use a * to search incomplete items such as CA7-9-* 16 Upload Items Or Upload from an Excel file with just two columns Products ReqQty 17 b2bhelp@sprecherschuh.com 8

9 Add Items Click OK when finished 18 Add an agreement Verify when you need it Click Find Price and Availability 19 9

10 Shows Book Net Price per discount assigned user Or Net Price on agreement And Availability Date for the quantity requested 20 Order Tracking 21 10

11 Order Tracking Orders are in order by order number (sort enhancements to come) Only new orders. No history To search, enter criteria and Apply Filters Click any where on line to open the order line 22 Shipping address Back orders, pricing and estimated ship date Actual qty shipped Tracking numbers Customer Name Address 23 11

12 Special Price Agreements Available only for Distributors and S+S Manufacturing Representatives OEM and Direct Customers can request short term pricing and agreement modifications through or contact your sales rep 25 Caution! When requesting a new contract for a new end customer you MUST know that end customer number or request it be created before creating a new contract request. This applies to ALL contract types End Customers can be requested in advance by sending to npa@sprecherschuh.com We can research for you and reply with the right end customer numbers or have them created for you 27 b2bhelp@sprecherschuh.com 12

13 Special Pricing Agreements 28 SPA Dashboard Previously only active agreements were listed Now you can search for any agreement, active or expired Note only agreements active as of 4/3/19 were loaded to new portal 29 13

14 Search for specific agreements by Agreement number Old 5 digit NPA (reference number) Or end customer See all agreements quickly by using your Sold To id in the search box (see P&A Screen) 30 Only Active Contracts were preloaded from the old system (JDE) Valid From and Valid To remains the same 31 b2bhelp@sprecherschuh.com 14

15 Participants Details who the agreement is assigned to (the End Customer) 32 Deals Shows discounts instead of multipliers (ie..40 = 60% discount) Two basic discount types Net price by Catalog Discount by product group (PGC) Discount by Catalog is not used at this time 33 b2bhelp@sprecherschuh.com 15

16 Backup files can be attached to new requests Contracts can be downloaded to.csv format 34 Create New Requests Verify or request NEW End Customers before requesting a new contract 35 b2bhelp@sprecherschuh.com 16

17 Select your contract type Short Term = one time Quote Long Term = Annual contract ONLY Ship from Stock and Credit customers use the SFSAC choices Cust Short and Cust TOE are for Direct OEM customers Enter Todays Date Automatic for Short term Fixed Value Date determines which List Price is used on the contract 36 Enter required information * Sold to should default by user ID Sales Reps can select Include ADDITIONAL contacts to receive notification Users are automatically sent confirmations Click Next 37 b2bhelp@sprecherschuh.com 17

18 Add End Customer(s) Usually the same as on previous page More than one end customer is possible Enter BPID or Search 38 Finding End Customers Search by many fields Global database Not all customers found can be used. Get your connections verified 39 18

19 Add Items at Net Price Select number of rows you want to add You can cut and paste several lines at once Past each column separately Enter catalog number, UPC number, product numbers, or search 40 On Short Term Requests Only Net Price by Catalog Same tools as Long Term A maximum quantity is required 41 b2bhelp@sprecherschuh.com 19

20 Upload a file Just two columns Include Qty for Short Term 42 Add Price Groups Use an * to see all groups Or search for specific groups Or Discount Schedules 43 b2bhelp@sprecherschuh.com 20

21 Add Price Groups Enter desired discount Check items Click Save

22 Your request has been sent You should receive an with your request number Click OK and Exit 46 When your request has been sent it will show the status Action tiles only appear when an action is pending 47 22

23 Change Requests Modifications have many of the same tools 48 Enter the agreement number or reference number Click the agreement 49 23

24 Supply any missing data. Might be missing on converted agreements from JDE Commercial Justification is required for every modification request 50 Same process used to add a Net Price or Discount by PGC as Create a New Request When uploading a file to a modification request include the valid from and to dates of the current agreement 51 b2bhelp@sprecherschuh.com 24

25 Click Save Status And Submit Request Your request has been sent Click OK and Exit or Home 52 When a request has been reviewed an is sent A request still in review can be edited or added to by clicking the pencil icon You cannot have more than one modification request for the same contract. Edit the one already in review. 53 b2bhelp@sprecherschuh.com 25

26 If your request is countered you need to accept it, or counter with a new request price Click the pencil to review the countered pricing 54 Edit the requested pricing or accept the countered price Only items countered need to be addressed You can pick up and move columns and sort them. 55 b2bhelp@sprecherschuh.com 26

27 Click Status Click Submit to request a different price Click Acknowledge Request to accept it 56 You re done 57 b2bhelp@sprecherschuh.com 27

28 Questions? Claudia Sears, Marketing Communications User access, questions & training Customer Service, Order questions & expedite requests Edward Rodrigues, Marketing Director