How to Use This Help. Screen Tips Menu. Click the links below the main menu bar to go to the screen tips for each page.

Transcription

1 Click the links below the main menu bar to go to the screen tips for each page. CLICK HERE for home page screen tips! Aftermarket Part Inquiry Part Catalog (EPC) Selection Guides New Unit Power Management Aftermarket Part Order Entry Upload Part File Order Inquiry Part Order Inquiry Shipment Inquiry Special Pricing Requests (Deviations) Extended Warranty Part Return Submitted Return Core Management DFR Unit History Service Contracts (SVC) Container Service Contracts (ikare) Warranty (Tavant) Enersys Warranty (Batteries) TracKing Account Transactions (Paperless Invoice) Dealership Dashboard (Dealer Sharepoint) Aftermarket Credit (DCR) Aftermarket Reimbursement (919) Marketing Reimbursement (CEPP) Dealer Payment Reports Order Defaults Info Central Global Marine Info Central Thermo King University (TKU) Thermo King Promotional Store Publications (Xerox) ServiceTap Download Part Catalog Download (EPC) Dealer New Unit Unit Availability Order Entry (CRMOD) Unit Shipments (Cargo Tracker Extended Warranty

2 To log in: Go to the Thermo King Website Select iservice Login Enter your user name and password If you have forgotten your password, you will be prompted to re-set it. If you do not have a username and password: See your dealership Portal administrator. If you can log in but do not see the right content for your role: See your dealership Portal administrator.

3 Role Access by Page Default User Parts Manager Service Writer Admin (Dealer) Service Manager Parts Sales Finance / AP Container (NA) GM/Owner/Principal Sales Staff Parts Clerk Technician Service Affiliates Aftermarket Part Inquiry Part Catalog (EPC) Selection Guides New Unit Power Management Aftermarket Part Order Entry Upload Part File Order Inquiry Part Order Inquiry Shipment Inquiry Special Pricing Requests (Deviations) Extended Warranty Part Return Submitted Return Core Management DFR Unit History Service Contracts (SVC) Container Service Contracts (ikare) Warranty (Tavant) Enersys Warranty (Batteries) TracKing Account Transactions (Paperless Invoice) Dealership Dashboard (Dealer Sharepoint) Aftermarket Credit (DCR) Aftermarket Reimbursement (919) Marketing Reimbursement (CEPP) Dealer Payment Reports Order Defaults Info Central Dealer Global Marine Info Central Thermo King University(TKU) Thermo King Promotional Store Publications (Xerox) ServiceTap Download Part Catalog Download (EPC) New Unit Unit Availability Order Entry (CRMOD) Unit Shipments (Cargo Tracker Extended Warranty NOTE: Large circles mean the role can access ALL the pages within this category. Viewing this Matrix: This matrix is best viewed on your computer screen. When printing colors may be too similar to differentiate.

4 ALLOW POP-UPS The Portal requires that you turn OFF pop-up blockers within your browser. To allow pop-ups, you must select settings within your browser. Either allow all sites to show pop-ups, or manage exceptions so that iservice can show popups. In Chrome Settings > Show Advanced Settings > Content Settings In IE Internet Options > Privacy TWO WAYS TO USE THIS DOCUMENT Use this guide online. Internal links help navigate to where you need help. Print and keep at your computer as a quick reference. Periodically check iservice for updates. INTERNAL LINKS IN THIS DOCUMENT The four buttons across the top are your main menu. The links that look like hyperlinks will take you to page help for certain pages. For example: Part Order Entry Blue dashed-line boxes take you to related page or tab links within this document. They are called out with bright blue boxes. For example: Need help with another browser? Ask your IT person or search How to allow pop-ups CLICK THESE TABS for more page information.

5 Click the Thermo King logo to get back to the home page. Your company locations can be selected in this drop-down field. The pages you can see are determined by your role at the location you select here. To update your information, click My Profile To get help with the site, click Dealer Support. Summarizes updates from the Dealer newsletters. Summarizes news from the weekly communications s.

6 My Profile CLICK HERE to go back to the home page. Verify your profile, including your User Information, Contact Points, Location/Roles Notify your Dealership Admin if there are errors PASSWORDS Passwords expire after 90 days Must use strong passwords (numeric and alpha character combinations) Cannot repeat passwords

7 Dealer Support Request CLICK HERE to go back to the home page. Use this link to: Notify Dealer Support of any errors in your company data or user data. Submit requests for help with the Portal.

8 Product/Part Info > Aftermarket Part Inquiry New user-friendly version of the Parts Price File download. Files accessible within the Dealer Portal for designated roles only Increases visibility and security to this sensitive information Aftermarket Part Inquiry is embedded within the Portal.

9 Product/Part Info > Aftermarket Part Inquiry Dealer Cost visibility based on Role Inventory number represents current number available for purchase Click Add to Cart button to go to Part Order Entry screen Yes indication hyperlinks to the Extended Warranty order screen

10 Product/Part Info > Aftermarket Part Inquiry PRICING TAB Pricing tab is displayed to users based on roles and parts status. It includes suggested pricing tiers. It also shows the date the pricing was last updated in the system.

11 Product/Part Info > Aftermarket Part Inquiry SUPERSESSION TAB Displays any Past and Future Supersessions

12 Product/Part Info > Aftermarket Part Inquiry DEALER INVENTORY TAB Screen automatically sorts by location with highest quantity, then by Dealer Family (Y or N). You may customize your sort/filter/search, the same as with other pages ALL locations are now included in your view (not just Dealer Family and top ten highest inventory contacts), improving your decision making capability. DFR Contact & phone included (555) (555) 943-5

13 Product/Part Info > Aftermarket Part Inquiry CORE TAB Access CORE attributes in one location! Make more informed decisions and help customers know the conditions on buying products with Core parts, with improved CORE attribute visibility.

14 Product/Part Info > EPC This link opens the Electronic Parts Catalog (EPC) in a new browser tab. For help with the Electronic Parts Catalog (EPC) click here to download the User Guide.

15 Selection Guides> New Unit This link opens the New Unit Selection Guide in a new browser tab.

16 Selection Guides> Power Management This link opens the Power Management Selection Guide in a new browser tab.

17 Order Management > Aftermarket > Part Order Entry This link opens the Part Order Entry within a Portal tab. Parts managers at this location have access to place an order. Verify that this dealer code reflects where you want this order to be delivered. Also double check your bill to s etc.. to be sure the order is placed correctly.

18 Order Management > Aftermarket > Upload Part File This link opens the Part Order Entry within a Portal tab. Parts managers at this location have access to upload an order.

19 Order Management > Aftermarket > Order Inquiry Options include the locations set up for your dealership. These dates control what is displayed in the results. Defaults to one month. Order Status Options: Entered In Process Shipped Complete Cancelled CLICK HERE to go to the Order Details Page Sort the results by clicking the arrows for ANY column. Filter the results by entering information from ANY column. For example: Enter Complete and only the complete orders show. Enter Amy and only the orders submitted by Amy show

20 Order Management > Aftermarket > Order Detail Opens the Shipment Inquiry page for this line. Filter the order lines by entering information from ANY column. Opens the Part Inquiry Details Page for this part Sort the order lines by clicking the arrows for ANY column. Access Invoices by clicking on hyperlink here Role based access

21 Order Management > Aftermarket > Part Order Inquiry Filter the order lines by entering information from ANY column. Sort the order lines by clicking the arrows for ANY column. Access Invoices by clicking on hyperlink here Role based access Opens the Part Inquiry Details Page for this part

22 Order Management > Aftermarket > Shipment Inquiry Options include the locations set up for your dealership. Filter the results by entering information from ANY column. For example: Enter Shipped and only the shipped orders show. Enter delivery number to see everything that is in one shipment. Opens the Part Inquiry Details Page for this part CLICK HERE to go to the Order Details Page If present, displays the tracking information.

23 Order Management > Aftermarket > Special Pricing Request (Deviations) This link opens the Aftermarket Deviation Request Form in TSA Info Central. For Help with Aftermarket Deviations Request, click Dealer User Guide here.

24 Order Management > Aftermarket > Extended Warranty Place order for Extended Warranty here. Can also get to this page from Part Inquiry screen, if part is eligible

25 Order Management > Aftermarket > Part Return Part Return is embedded within the Portal.

26 Order Management > Aftermarket > Submitted Returns Submitted Returns is embedded within the Portal.

27 Order Management > Aftermarket > Core Management Core Management is embedded within the Portal.

28 Order Management > New Unit > Unit Availability This link opens the Unit Availability page in TSA Info Central, in a new browser tab.

29 Order Management > New Unit > Order Entry (CRMOD) This link opens CRMOD in a new browser tab.

30 Order Management > New Unit > Unit Shipments (Cargo Tracker) Cargo Tracker is embedded within the portal.

31 Order Management > New Unit > Extended Warranty This link opens the Unit Availability page in TSA Info Central, in a new browser tab.

32 Service & Warranty > Unit History UNIT HISTORY Search by Customer defined Truck/Trailer/Asset Number (for customers registered in our Warranty and SVC databases) Or search by Unit Serial Number

33 Service & Warranty > Unit History CLICK THESE TABS to view more Unit History pages for the same serial number. Contact TK Warranty Team if this box is checked. This means unit has either been stolen, scrapped, or some other issue. Unit is eligible for warranty coverage. Yes means look for further details. Opens the bulletin page in Info Central.

34 Service & Warranty > Unit History CLICK THESE TABS to view more Unit History pages for the same serial number. This information carries through all five tabs. New! Opens the Part Inquiry Details Page for this part number. Opens TAVANT so Service Writers, Warranty Admins, or Parts Managers can register a replaced component.

35 Service & Warranty > Unit History This information carries through all five tabs. Opens TAVANT so the unit can be registered. New! Enter the failure date here. Warranty effectivity is based on the failure date. Enter engine hours, and any warranty policy will appear below. This shows aftermarket parts replaced in the last 90 days that may still have Aftermarket warranty coverage.

36 This information carries through all five tabs. 123 Search by this number on the SVC Bulletins page. Opens the SVC Bulletins page.

37 Service & Warranty Screen Tips Menu This information carries through all five tabs. Sort the results by clicking the arrows for ANY column. Filter the results by entering information from ANY column. Causal part number for warranty purposes. Click the claim number to expand the view of the claim. Job codes and Parts are displayed in a section below!

38 Service & Warranty > Service Contracts (SVC) Service Contracts (SVC) is embedded within the portal. Functionality has not changed. Note the 8 tabs below.

39 Service & Warranty > Container Service Contracts (ikare) This link opens the ikare in a new browser tab. Functionality has not changed.

40 Service & Warranty > Warranty (TAVANT) This link opens the TAVANT in a new browser tab. Functionality has not changed.

41 Service & Warranty > EnerSys Warranties (Batteries) This link opens EnerSys in a new browser tab. Functionality has not changed.

42 Service & Warranty > TracKing TracKing is embedded within the portal.

43 Account > Each of the links under the Account menu opens a link to the existing pages. Functionality of these items has not changed. To request that help pages be provided for these areas, please contact Dealer Support. These applications are embedded in the Portal. These applications open in a new browser tab.

44 Resources > Each of the links under the Resources menu opens a link to the existing pages. Functionality of these items has not changed. To request that help pages be provided for these areas, please contact Dealer Support. Each of these applications opens in a new browser tab.

45 Administration > Dealer START HERE CLICK HERE to begin viewing the Administration Pages Thermo King Midwest Dan Owner, Dick Leader Dealer Information is populated and maintained by TK. Dealer Portal Administrators will: Verify Company and Location To begin, Select your Company Information on these pages and name and click View notify Dealer Support if any changes are needed. Maintain User Information on these pages.

46 Administration > Dealer CLICK THESE TABS to view more company information pages. Here you will verify the company name. Don t worry about the company type and region. The ownership name was initially set up from the printed dealer directory. This brings you back to the initial Dealer Administration page. If you find an error: Click Dealer Support Submit a description of the error Thermo King will contact you and correct it Check: Company Name Ownership Name Business System

47 Administration > Dealer CLICK THESE TABS to view more company information pages. If there is no account number: Click Dealer Support Submit a description of the error Thermo King will contact you and correct it Account number is informational only.

48 Administration > Dealer CLICK THESE TABS to view more company information pages. If there are any errors: Click Dealer Support Submit a description of the error Thermo King will contact you and correct it Mobile Locations are now included.

49 Administration > Dealer CLICK THESE TABS to view each page for location specific information. Location information includes these 7 tabs.. CLICK HERE To go back to the Locations tab in the Company Information pages. If there are any errors: Click Dealer Support Submit a description of the error Thermo King will contact you and correct it

50 Administration > Dealer CLICK THESE TABS to view each page for location specific information. Verify the contact points for the location information. This information shows up on the dealer locator on the TK website, and the other locations we talked about. Who to call Office # Dealer website

51 Administration > Dealer CLICK THESE TABS to view each page for location specific information. If there are any errors: Click Dealer Support Submit a description of the error Thermo King will contact you and correct it Review the hours of operation. This should reflect the current hours. Some dealers have seasonal hours. Let TK know when they need to be changed.

52 Administration > Dealer CLICK THESE TABS to view each page for location specific information. Review services. These checkboxes drive which service icons are displayed in the directory. If there are any errors: Click Dealer Support Submit a description of the error Thermo King will contact you and correct it

53 Administration > Dealer CLICK THESE TABS to view each page for location specific information. If your location has a drop yard, then there will be a drop yard tab that displays information you should verify. If there are any errors: Click Dealer Support Submit a description of the error Thermo King will contact you and correct it

54 Administration > Dealer CLICK THESE TABS to view each page for location specific information. You do not need to review the internal or bill to sites tabs. This is for internal TK systems.

55 Administration > Dealer CLICK THESE TABS to view more company information pages. Check user list and add or edit if needed. Initially, all users are set to Active. When someone leaves the company, change the status to No (inactive). You can change it back to Yes if that person returns. LOOK CLICK HERE to see the User Add/Edit Pages Sort the results by clicking the any column header. Filter the results by entering information from any column. For example, Start to enter a name to filter the table. Enter No or Yes to filter by Active status.

56 Administration > Dealer CLICK THESE TABS to view more User Information pages. Review or enter info in each field, and click Save. CLICK HERE to go back to the Users tab in the Company Information Pages Populates lists for communications Populates IR s Outlook address book

57 Administration > Dealer CLICK THESE TABS to view more User Information pages. Review the contact information and add or edit if needed. To edit the listed , select it and then click Edit. If only the is listed and you want to add a phone contact, click Add. address is mandatory.

58 Administration > Dealer CLICK THESE TABS to view more User Information pages. Review the user location / role assignments from this page. You can Add, Edit, or Delete. NOTE: Refer to the Dealer Portal Administrator Training in TKU CLICK THESE TABS to view the page for Add / Edit of user Locations / Roles.

59 Administration > Dealer CLICK THESE TABS to view more User Information pages. Location choices are driven by the initial company information setup Affected views: parts order inquiry order inquiry To add/edit locations and roles: Select location, then role, then Save. Repeat this step for each location/role combination for that user. For more information, refer to the Dealer Portal Admin Recorded Webinar in TKU. Role will determine which screens the user can see. Refer to Who Can Do What tab in this User Guide. This checkbox indicates the user s Primary Location. This is where that user spends the most time, and drives information in the directory.

60 Administration > Dealer CLICK THESE TABS to view more User Information pages. This page allows you to a password reset to the User.