System builder Cloud. User Guide. 1 st September 2017

Transcription

1 System builder Cloud User Guide z 1 st September 2017

2 System Builder Cloud System builder is a Software tool to assist the sale of Navico Products as complete working systems TAKING THE FEAR OUT OF SELLING A FULL SYSTEM It is designed to assist sales people who don t always know our products and make sure they have the parts to make a working system (Basic Product knowledge is required). It s main aim is to provide a sales quote with a system diagram to the customer quickly It will create a sales quote and a system drawing on the fly saving a sales person HOURS if not DAYS It provides the sales person specifications, dimension drawings, sales features, This is the Web based version of the popular System builder ipad Apps Combines Online Price book with System Builder 2

3 Why System Builder Cloud New features for System Builder Cloud Quotes created are stored in Cloud based system Share quotes with your organization Share templates within your organization Share installation within your organization See history of all quotes created with System builder Cloud or by System builder for ipad (ipad quotes would need to have been sent) Easier self registration of ipads (create own activation password) Software download page Show products that have been discontinued 3

4 System Builder Cloud: Access System builder Cloud is available to all customers or customers of independent distributors that have access to online price book. (B2B login) Credentials are the same as used for the Online Price book Contact your CSR or Navico sales person to arrange credentials Problems logging in? send an to these regional addresses. Please add your company name, login credentials and screenshot of any error messages EMEA Region AMER Region North / South Americas Sellingtools.Amer@navico.com APAC (Australia / NZ Oceania, Asia) Sellingtools.Apac@navico.com 4

5 Login to System builder Cloud Use the Google Chrome Browser: Go to Navico Staff Login using your Navico network credentials Customer Login using the same credentials as online-price-book 5

6 Login to System builder Cloud Use the Google Chrome Browser: DO NOT USE Microsoft Internet Explorer If you don t have Google Chrome It is a free download from Download the App then Install Other browser options that seem to work although not supported are Microsoft Edge, Firefox and Safari 6

7 Setting Initial Preferences Settings Wizard Insert your name and address. The address entered will be the one quotes are sent to. If no address is entered, the system will have limited functionality. The system will lookup any quotes previously created and sent to this address from System Builder ipad Apps and list in the History tab 7

8 System builder home page Home Settings History Software Downloads Price books. This varies can vary depending on the customer Links to Nola and NASA 8

9 Create a system Create a quote From the products page. Click New Browse the Categories down the left hand side of the screen, and within each category there are technology tabs along the top Click the Add button to add parts to the quote. Parts added are shown in the category list. Click X to delete Click on the magnifying glass to search for parts. Search on any part of the description or by inserting the full part number 9

10 10 System builder Products page

11 System builder Drawing Page: Ethernet Ethernet page Select SYSTEM tab Ethernet page shows parts that connect via Ethernet. Adjust cable lengths Red warnings indicate critical problems with the system Yellow warnings indicate potential upsell for added or improved functionality e.g. external GPS or use a NEP2 Total system power consumption is shown Click on greyed out icons to add parts such as Broadband radar 11

12 System builder Drawing Page: NMEA 2000 NMEA 2000 Select NMEA 2000 tab on top of the drawing NMEA 200o pages shows components that connect via NMEA 2000 Parts are added to a linear backbone. Theoretical voltage is shown for each node taking in to account voltage drop loading Power node by default is auto positioning and set to 13.8 V C input Power node can be manually placed and system tested for low voltage. Insert backbone cables between 12

13 System builder Drawing Page: NMEA 2000 NMEA 2000 Click on the Connected icon to insert backbone cables, T joiners or 4 way joiners A network bridge can be used to split up a very large network Select input voltage. Test network operating at lower voltages Move the power node to see impact of unbalanced network. 13

14 System builder Drawing Page: NMEA 2000 NMEA 2000 Parts can be moved to match the network in real life. Drag parts on to empty positions, placing the part in the grey shaded area 14

15 Settings Page Settings page Set address of where quotes sent too Set sales tax rate if not automatically set Set to show buy price. (for customers that buy directly off Navico and have discount structure. (This will enable gross margin calculator option) Navico staff logins can also set view as a customer Manage system builder for ipad Show Discontinued Products 15

16 Settings Page Installation charges Installation charges can be setup here that can be added to a quote as a line item. There is a category called installation on the product page The charges are global for each company so once setup all users can use them 16

17 Settings Show Buy Price Settings page: Show Buy Price Users that buy directly from Navico and are setup with a discount structure can elect to show their Buy Price under the settings menu This will:- display a buy price column on the products page Show buy and gross margin columns on the quote page and enable the gross margin graph button on the lower bar Note: Buy price will not be visible on excel quotes sent to a customer (sent to customer setting on quote page) but will be visible in the excel sent to dealer (your self) 17

18 Gross Margins Show Gross Margins On the Quote page Select the GM icon. This is only visible to Navico Direct customers with a discount structure 18

19 Settings: Show discontinued products Settings page: Show Discontinued Products It is now possible to view information on products that are no longer active parts in system builder Turn on/off discontinued parts under settings or show only recently removed. Recently removed will flag with a green and yellow chevrons. After 30 days it will change to a red and yellow chevron A may have existing stock that has been removed. They can elect to use their own inventory of that part in a quote Categories and technology tabs will have a Yellow and red chevrons. There will be no pricing shown. 19

20 New product introduction New Product releases New products often have two release stages. Visible in online price book Visible in system builder ipad apps and available to add to a quote New release products may be visible in system builder cloud but wont have an add button until system builder go live date (this is generally the same date as going live on brand websites) 20

21 History: Viewing previous quotes It is possible to view quotes that have been previously sent either from ipad System builder Apps or from System builder Cloud. Press the History along the top Quotes can be searched for using the filters Click on a quote number to retrieve and view the old quote. Note: Older quotes may contain parts that have been discontinued. A red triangle will appear on the item row in the products page To view all quotes created by everyone in your organisation, click the Show All Quotes check box 21

22 22 History: Viewing previous quotes

23 Templates Convert a quote to a template when a system is quoted often and variations added e.g. for boat builders Create a quote. Go to History and check the template check box Edit the description and hit save icon To use template go to Products page, select New. Click on template then select the template you want the new quote to be based on. Templates can be shared within a company by checking Show All from <Company Name> 23

24 Software downloads The latest software for many products can be downloaded from the Software tab. Click the Software tab along the top of the screen Search using the filters or change page size to show ALL Click Download to download one particular version or use check boxes to download Multiple versions. Note. When downloading multiple, the server will place all files in to folder then Zip the folder. Make sure the file is Unzipped and the files copied to the root of media drive before use. Files are downloaded to the default download location of your PC View release notes of the software including former versions, file size and release date. (more info will be added as time goes on) 24

25 Software downloads Products with Software available will have new Software tab in the product popup. This page will display the current software and former versions (except version that are hidden) Software for components in a kit will also be listed 25

26 System Builder for ipad Managing system builder for ipad 26

27 Login to System builder Cloud Use the Google Chrome Browser: Go to Navico Staff Login using your Navico network credentials Customer Login using the same credentials as online-price-book 27

28 Setting Initial Preferences Settings Wizard Insert your name and address. The address entered will be the one quotes are sent to. If no address is entered, the system will have limited functionality. The system will lookup any quotes previously created and sent to this address from System Builder ipad Apps and list in the History tab 28

29 Managing System builder for ipad The popular System builder Apps for Apple ipads will be still available. These Apps require a activation password. This passwords identifies who you are so the system can provide parts and pricing relevant to you Each ipad device requires a separate password. This password can be used on all version of system builder on that device New passwords can now be created in the settings page of System builder cloud 29

30 Users can now manage their own unlock Codes for System Builder Apps Based on the address entered in the settings page the system will present a list of any previously activated ipads along with Activation Passwords and the current App versions Previously to activate an ipad, users used to fill in a form and supply the UDID number of the ipad and send to Navico administration System builder Cloud now allows users to create Activation Passwords them selves from the settings page Users can change the ipad description. Currently the UDID as sent in on the application form to something meaning full such as new ipad mini etc. 30

31 Managing ipads: Add a new IPad A new activation password can be created for a new ipad Click Settings Click Add New ipad Enter a description to help identify the ipad especially if you have more than one Click Create new password Enter this when prompted by the App. 31