Canadian National Account Doc Type M

Transcription

1 How to Process a Canadian National Account Delivery Receipt Transaction: First, make sure you have all pertinent information gathered according to the National Account you are billing. If you re not sure that you have all information, please refer to the National Account Manual found under Dealer Programs. Select Dealer Programs, and then choose Manual & Information. To look up a specific National Account you will enter either the name of the National Account or the National Account number in the left corner of the page. 1

2 The National Account or a list of accounts matching your search criteria will appear. You will be able to select the account link related to the National Account you are looking for to see the Account Manual page. Use the scroll bar at the bottom of the manual page to find the printer icon in the right corner of the page. Select this printer icon to print the manual page for your reference. 2

3 Now that you have all information needed according to the National Account s Manual page it s time to start the Delivery Receipt. From the Transactions screen you will select M for Canadian National Account. On the 1st page of the National Account Delivery Receipt you will enter: 1. The Canadian National Account Doc # which is your invoice document number. 2. The Date in (month, day, year) format. 3. Select your store s Nonsig account number. 4. Input the Bill To Nonsig/Name in the Bill To Nonsig/Name Search. 5. The Ship To Name can be left blank. 6. Select the Vehicle type. (Auto, Stock, Truck or Trailer) 7. Standard DR is the default selection. If this is a Correction or Return you will need to mark it as such. 8. Select Fleet HQ Emergency Road Service if this is an Emergency Road Service Call, and you have been given a Call ID Report number from Fleet HQ. (Otherwise leave unchecked) Select Next to proceed to the next page. 3

4 The 2 nd screen of the National Account Delivery Receipt is the Bill To/Ship To screen. On this screen you will enter: 1. The Ship To Name and Address of the location that the vehicle physically came from. The Bill To information for the National Account should automatically populate. Select the drop down arrow on the Ship To side to select New Entry. Input the Name and the Address of the Ship To. 4

5 Select Next once the Ship To is entered. A pop up screen will appear asking if you would like to save this to your Address Book. Select OK to save the address information in your Address Book for future billings or select Cancel. Note: Please turn off Pop Up Blockers in your internet settings to allow pop ups in Tire- HQ. 5

6 The 3 rd screen of the National Account Delivery Receipt is the Requirements screen. Each National Account has specific requirements, so this screen will not remain the same for every National Account. In this screen you will input all designated requirements as outlined in the National Account manual page. (Shown how to search for at the beginning of this training). In this example we will be showing you requirements needed to bill Canadian National Account number for ARI Financial Services ARI Requries: 1. SERVICE CARD # 2. VEH/FLEET/TRLR/UNIT # 3. LIC # & STATE License Number and State Issuing 4. ODOMETER/HUBDOMETER REA Odometer Reading 5. PURCHASE ORDER # - Call for PO Authorization if purchase is over card limit. Enter PO number in field if required _ otherwise if under card limit enter letters NA. 6. VIN # - Vin number of the Vehicle 7. DRIVER/BUYER NAME 8. DRIVER/BUYER PHONE # 9. CREDIT CARD LIMIT Indicate NA when no Service Card is used or when they state unlimited. 10. CLIENT/SUB/DIV 6

7 If you are having trouble with the requirement fields - you can select the View the Canadian National Account page for ARI FINANCIAL SERVICES INC link located above the requirement fields at any time to reference the account manual if this page was not printed before the document was started. 7

8 Also, located to the left of some of the required fields is a blue circle. This icon provides Help with acceptable formats required for this field. For example: 1. When the blue icon is selected next to the PURCHASE ORDER # required for ARI - a pop up box will appear with the accepted formats. 2. The PURCHASE ORDER # in this case accepts up to 16 numbers in length. (See screen shot below) A Mask Legend is located at the bottom of the Account Requirements Help Screen detailing what each character means. o A = Alphabetic character (A-Z) o N = Numeric character (0-9) o B = Must be a space o X = Alpha or numeric character (A-Z,0-9) o * = Optional character o - = Must be a dash o. = Must be a period o, = Must be a comma o / = Must be a forward slash 8

9 Once all required information has been filled out select Next at the bottom of the page. The 4 th and final page of the National Account Delivery Receipt is the Product Entry screen. On this screen you will enter all product and service codes. 1. Put your product code or service code in the product field, input a quantity and select Verify Products. The description will appear in the Size & Description field. 2. Select Add Product to add a 2 nd or 3 rd product or service code. Repeat the steps above to populate the description. 9

10 Product codes can be found under the Tires & Ordering tab by selecting Tire Finder. Service codes are located under IN BOX by selecting SEE ALL and going to REGION NEWS. You can find Service Codes in the C-2111 National Accounts Service Rates. 10

11 3. To remove a product or service code you can select the red X under Delete to the right of the description. 4. If you have finished adding all product and services codes you can select either Send to send the delivery receipt to Goodyear or Send & Queue to send the delivery receipt to Goodyear, and also print the document for your records. 11

12 5. To print the document for your records Select Send & Queue. A screen will appear telling you that the Document is queued for printing, and has been successfully sent to Goodyear. Select Print Queued in the right corner to print your document. If you realize you have made a mistake within the same day of sending the document to Goodyear you can retrieve the document in Deliveries Sent to make a correction and resend it to Goodyear, or remove the document and restart it at another time. o Deliveries Sent can be found under Transactions. Select Deliveries Sent under Delivery Management. 12

13 o Find your document number, put a check mark in the box to the left, and select Put Selected Documents on Hold. o The delivery receipt will now be placed in the Deliveries on Hold section. You will now be able to find your document number, resume the delivery receipt to make any corrections, and resend it to Goodyear. You can do this by clicking on the document number link. o You can also delete the document all together by putting a check mark to the left of the document, and selecting Delete Selected Documents at the bottom of the page. This concludes your Canadian National Account Doc Type M Training. Please see the Financial Invoice Training located under the middle Financial Ribbon to learn more about where to find your invoice once they have been billed through Goodyear. 13