System User Guide. Wright Metal Customer Service. Julia Herlache Monday thru Friday 7AM 5PM CT.

Transcription

1 System User Guide Wright Metal Customer Service Julia Herlache Monday thru Friday 7AM 5PM CT Page 1 of 8

2 LOGIN TO THE WEB-BASED SYSTEM To log in to the system Enter in your User ID and Password, then click login. (Your User ID and Password will be communicated separately) Page 2 of 8

3 PICK UP REQUEST SCREEN You will see a list of instructions on the top of the page. You can expand and collapse them by clicking the or + sign next to the Instructions title. Your location information will automatically populate. Pick up requirements: Minimum of (6) empty crates Bundled in multiples of (6) Larger crates must be stacked on the smaller ones Securely strapped on ends with ratcheting straps Lift Gate Required? - If you require a lift gate, please check this box. There will be an additional charge for this service. Billed to you directly by Wright Metal. Serialized Inventory On Hand Using your mouse select the crates you would like picked up. Click the right arrow to move the crates to the Requested Pick-up section Click Submit Order Page 3 of 8

4 ORDER REVIEW SCREEN This will bring you to the Order Review screen. Please look over the information that is displayed to make sure your shipment is accurately reflected. CHANGES: If you need to make changes to the information you entered, please click on the Back button. This will return you to the Pick up Request screen to make your corrections. You can click on Submit again when you are done. Please do not use the browser's "back" button when placing orders! CHANGES TO AN EXISTING ORDER: Once you have confirmed your order, if you would like to enter additional orders, you will need to click on the word Shipments in the upper left of the screen. You will then process another order for pick up. If you would like to include this on your original pick up, please provide the driver with both BOL s. That is the only way you can add more crates to an existing pick up. If you have any changes to your order, DO NOT make hand-written changes on your BOL. Page 4 of 8

5 CONFIRM: If all the information for your shipment is correct, please click Confirm. GENCO will assign a carrier to the shipment and electronically notify the carrier of the shipment. Your Bill of Lading will appear on your screen after you ve submitted the pick up request. You will need to provide the carrier with this. It is strongly recommended to retain a copy for your records as well. CANCEL ORDER: If you need to cancel a pick up you have already confirmed, please notify GENCO at or using the link from the Pick Up Request screen. Failure to notify GENCO could result in extra carrier charges. ORDER CONFIRMATION SCREEN: This screen will provide you with confirmation that your order was successfully processed. You are also able to view the BOL (bill of lading) if necessary. Please print this BOL and provide to driver. We recommend retaining a signed driver copy for your records. DISPUTES: Move all crates to the Discrepancies section that you do not have for further review by the OEM. If you have any questions, please contact your inside sales representative. Using your mouse select the crates. Click on the right arrow to move the crates An authorization note is required for each crate placed on dispute. Click Submit Order Review the information on the Confirmation Page and click Confirm. An will be sent to your sales rep to research your discrepancy. Page 5 of 8

6 An will be sent to your sales rep to research your discrepancy. Page 6 of 8

7 Transferring Crates to another Dealer: From the Pick up Request screen. Under the Shipments tab, select Transfer Inventory. Enter your search parameters Single Crate Transfer: Tab over to the Crate Serial# enter in crate id and click search The crate will appear in another window, select this crate Click Search Tab over to Location Enter the dealers NAME in this field. Click List Choose Dealer Authorization Note: enter transfer note Choose Crate to transfer with your mouse Click Transfer Crate Page 7 of 8

8 If a dealer transfers inventory to your location, you will receive the following message on the login screen. Transferred inventory waiting to be accepted! Please use the Accept Transfer screen to accept transfers. Using your mouse, choose Accept or Reject. Accepted crates they will be available in your Inventory on Hand section. Rejected crates will go into a dispute status. Page 8 of 8