Sales Order Configurator

Transcription

1 Sales Order Configurator User Guide Version 4.1 Mar 2016

2 Objective This user guide describes the Sales Order Configurator (SOC) system which is be used to place orders for Schneider software products. Its aim is to show users how to use SOC for: Creating customer facing sales quotes Creating and placing orders Analyzing install base data And also, Understand how to access the system Understand how to administer their account

3 Register to access SOC Browse to the SOC using the latest version of your preferred web browser: Create a new account

4 New Account Minimum 7 characters with at least 1 non-alpha numeric character e.g. pass#word. Select the Schneider office or company you work for. Note: A request to activate your account will be sent to the SOC administrators. A user administrator nominated for your region will grant you access to sales and/or ordering roles within the system.

5 Successful Login Based on the privileges set on your user account, the menu items presented will vary. Based on the company you are registered with, different product offerings (Citect, Vijeo) will be presented here.

6 Creating a Sales Quote Quotes menu option lists all quotes for your company and will let you create new sales quotes. Options to create new sale quotes (non-support renewals). Option to generate support renewal quotes.

7 Sales Quote using Quote Wizard Note that the drop down is now locked to your selected brand. Choose product categories to quote. (only relevant under certain brands) The Quote Wizard option guides you through the quotation process. Using this option to quote will automatically select parts based on the answers provided to a preset list of questions. It is recommended for new system quotes. The Quote Wizard takes you through a series of steps prompting for: Proposed system architecture Key information for point expansions Proposed size of system Requirement for system reporting

8 Output from Quote Wizard Optional end user discount can be applied. Once the Quote Wizard has gathered all information it will automatically generate / recommend a list of parts for your quote. You can add additional parts to the list by selecting a part clicking on Add Part button.

9 Customer Details - Quotation Enter customer details for the quote to be generated. Mandatory fields are marked in red.

10 Review Final Quote & Confirm Quote can be exported to MS-Excel or PDF if required.

11 Sales Quote using Fast Form The Fast Form option presents the user with a single form to provide their input. It is recommended for people who know the licensing and point count requirements for the project but not the actual part numbers. Like the Quote Wizard, Fast Form will automatically recommend a list of parts based on user input. Following the parts recommendation the user is required to fill in customer details and review / confirm the quote similar to the Quote Wizard.

12 Sales Quote using Pick List Use the Pick List option to select the parts manually from the drop down list (usually start with a license). It is recommended for system expansions (adding clients, expand point counts etc.)

13 Parts Validation All parts are subject to a set of validation rules. Errors in validation will be marked as shown. Hovering over the warning icon presents the validation rule together with a set of options to allow the invalid part to be corrected

14 Parts Validation Special Cases In special case scenarios, users can proceed with the quotation process without fixing the errors generated from parts validation. This is not recommended for regular quotations.

15 Sales Quote - Support Renewals Enter a site number or key serial number to initiate the support renewal quote process. The support renewal process allows existing site, key and license information to be retrieved and a new support renewal quote to be generated.

16 Sales Quote - Support Renewals Confirm the site information and proceed to the next step. Note: You may be presented with a message stating either of the following: Site details exist but there are no licenses on site under this brand. Please check site details. In this scenario the site exists but all licenses are likely to be for another brand (Eg: Vijeo products). If this is the case and your company can sell the alternate brand then switch the web site brand and retry the support renewal Site details exist, but are not associated with your Sales Channel. In this scenario the site exists but is in a region that may not be available to your sales channel (Eg: a competing region or country). If you believe that the site should be available then please contact the Schneider order processing team to investigate the issue.

17 Sales Quote - Support Renewals Select the Support, Subscription or Synchronization option required for the renewal.

18 Sales Quote - Support Renewals Enter new Service Agreement expiry date and proceed to the next step. If support for the site expired in excess of 6 month ago then the renewal period is based on years from today going forward. Default = 12 months. If support for the site expired less than 6 months ago then the renewal period is from previous expire date. Default is 12 months. Some renewals are limited to 12 months blocks.

19 Sales Quote - Support Renewals There are options to show and hide certain fields at the top. High level quote information is shown first including customer and part details.

20 Sales Quote - Support Renewals A detailed breakdown of support charges is found at the bottom of the quote. The darkest row displays a site level summary of support charges. Below the site level summary is a key level summary showing all charges, if any, for the key. Under the key level summary are the charges for an individual license. Finally, the parts required to renew the license are seen.

21 Quotes Generate Order. Clicking on this creates an SOC order from this quote. List of quotes by all sales staff within your company. They can be sorted by various columns. Edit quote. Clicking on this will take you to the parts validation page with the list of parts for this quote. View quote.

22 Customers Page The Customers page provides access to a list of customer sites within the current users sales region. It can be used for searching and filtering sites and for viewing site details. It is useful for identifying sites that are coming up for support renewal. Support renewal quotes can be generated for multiple sites in one go from this view.

23 Customers Page Search criteria to find a site by site Id, Key Serial Number or other general fields. If filtered by Expire date then the list is ordered by Support Expire Date descending. List of customer sites in your sales region. The list can be sorted by columns header. View site details page

24 Site Details Page Allows the Site comments and key notes to be hidden if information is sensitive. Site Details. List of the most recent 5 service agreements on the site. Keys and licenses on the site.

25 Placing an Order An Order can be placed in the SOC in 3 different ways: Clicking on the place order icon on a quote available in Quotes page (as shown in previous slide) Retrieving a quote from the Orders page Clicking on New Direct Order button from the Orders page

26 Placing an Order - Orders Page Use this option if you know the quote reference number and you intend to generate an order containing the parts in the original quotation Use this option if you wish to place an order straight away without going through the quote process All orders for your company are listed here and can be sorted by column heading The status of the order is displayed and if it hasn t been submitted then it can be edited or deleted. If it has been submitted and accepted it can only be viewed.

27 Placing an Order - Order Details If the order is for an exiting site select this option and provide the site ID and name Complete the following information: Purchase Order details Customer/End User details Shipping details Completion of required information on this screen will take you to the Parts Validation screen ( Orders Parts List ).

28 Placing an Order You can still edit the part list by adding new parts to the existing list. The parts validation process will ensure all required parts are present in the list to order. Unit Pricing is stated here as a list price. Company based transfer or buy prices are applied at order confirmation stage.

29 Order Confirmation All line items in the order and grouped and summarised here This area displays the allocation of licenses and support items to keys Submitting the Order will set the order to submitted state and generate an containing a PDF version of what is displayed on this page. The order is sent to the order processing team. You can attach custom documentation along with an Order by clicking on this button

30 My Account The My Account page can be used to change your password: If you are configured for multiple companies (countries or offices) you can swap between them here as well: