Personalized Commerce View

Transcription

1 Personalized Commerce View Cisco Order Status Tool User Guide The Cisco Personalized Commerce View User Guide

2 Table of Contents CISCO ORDER STATUS TOOL USER GUIDE...1 TABLE OF CONTENTS...2 ABOUT THIS GUIDE...4 YOUR PERSONALIZED CO MMERCE VIEW...4 BENEFITS OF USING YO UR PERSONALIZED COMMERCE VIEW...4 USING THE PERSONALIZED COMMERCE VIEW USER GUIDE...4 PREREQUISITES...4 RECOMMENDED FOR BEST PERFORMANCE...5 Hardware Requirements...5 Software Requirements...5 Network Requirements...5 CHAPTER ONE...6 OVERVIEW OF YOUR PERSONALIZED COMMERCE VIEW...6 CHAPTER OBJECTIVES...6 DEFINITIONS...6 ACCESSING THE CISCO INTERNET COMMERCE MODULES...6 CHAPTER TWO ACCESSING FUNCTIONALITY AND PREFERENCES...11 CHAPTER OBJECTIVES...11 DEFINITIONS...11 PREREQUISITES...11 USING FEATURES WITHIN YOUR PERSONALIZED COMMERCE VIEW...11 CHAPTER THREE USING THE SAVED CONFIGURATIONS MODULE...13 CHAPTER OBJECTIVES...13 DEFINITIONS...13 PREREQUISITE...13 FEATURES OF THE SAVED CONFIGURATIONS MODULE...13 CUSTOMIZATION OPTIONS OF THE SAVED CONFIGURATIONS MODULE...14 CHAPTER FOUR USING THE OPEN ORDERS MODULE...16 CHAPTER OBJECTIVES...16 DEFINITIONS...16 PREREQUISITE...16 FEATURES OF THE OPEN ORDERS MODULE...16 CUSTOMIZATION OPTIONS OF THE OPEN ORDERS MODULE...18 CHAPTER FIVE USING THE ORDER STATUS MODULE...20 CHAPTER OBJECTIVES...20 DEFINITIONS...20 PREREQUISITE...20 FEATURES OF THE ORDER STATUS MODULE...20 CUSTOMIZATION OPTIONS OF THE ORDER STATUS MODULE

3 CHAPTER SIX USING THE SHIPPING ALERTS MODULE...23 CHAPTER OBJECTIVES...23 DEFINITIONS...23 PREREQUISITE...23 FEATURES OF THE SHIPPING ALERTS MODULE...23 CUSTOMIZATION OPTIONS OF THE SHIPPING ALERTS MODULE...25 CHAPTER SEVEN USING THE INVOICE DUE MODULE...27 CHAPTER OBJECTIVES...27 DEFINITIONS...27 PREREQUISITE...27 FEATURES OF THE INVOICE DUE MODULE...27 CUSTOMIZATION OPTIONS OF THE INVOICE DUE MODULE...28 GLOSSARY

4 About this Guide Personalized Commerce View The Cisco Personalized Commerce User Guide provides detailed information about how to use the Personalized Commerce View service. It is designed as a reference and instructional guide, covering an overview of the service, how to set up preferences, and how to access and view your order information through the personalization service. Your Personalized Commerce View Your Personalized Commerce view is a recent addition to the Cisco suite of online solutions, making it easier for you to conduct business with Cisco. A set of customized modules provides personalization options for viewing your commerce ordering information. The personalized view of your ordering data is displayed through a single page with links to the detailed information, accessible from the customizable modules. Benefits of using your Personalized Commerce View Easier access to your order and account information. Receive convenient, proactive notifications on your order status. Save time by reducing the number of queries you perform. Customize your module options to meet your individual needs. Real time information updates of your order s progress. Using the Personalized Commerce View User Guide How to access your Personalized Commerce View Common Functionalities and Preferences Using the Open Orders Module Using the Invoice Due Module Using the Order Status Module Using the Shipping Alerts Module Using the Saved Configurations Module Prerequisites Internet, computer, and mouse skills Cisco.com account with access to the Tools Personalized Commerce View access 4

5 Recommended for Best Performance Personalized Commerce View For the best performance when using Personalized Commerce View, please follow these suggestions: Hardware Requirements Pentium 166 MHz (minimum), Pentium 200 MHz or higher (recommended) 128 MB RAM TCP/IP protocol installed and configured Monitor and display adapter capable of 256 colors at 800x600 resolution Hardware - Optimal Performance Recommendations Pentium 200 MHz Display adapter capable of 1024x768 resolution Software Requirements Windows 95, 98, 2000 or NT HTML Browser Unix (Solaris) HTML Browser Linux HTML Browser Internet Explorer 4.01 Service Pack 1 or higher Netscape 4.x Internet Explorer 6 and Netscape 6.0 are not currently supported Netscape 4.5 or higher Netscape 6.0 is not supported Netscape 4.5 or higher Netscape 6.0 is not supported Software - Optimal Performance Recommendations HTML Browser Internet Explorer 5.5 Netscape 4.x Network Requirements 56K Modem connection or higher (sustained bandwidth) Network - Optimal Performance Recommendations 512K LAN connection 5

6 Chapter One Overview of Your Personalized Commerce View Chapter Objectives Learn how to access Your Personalized Commerce View. Definitions CCO ID User Name and Password to access the Cisco Connection Online. Module Small window containing information that has customizable options. Netwo rking Products MarketPlace Area of Cisco.com dedicated to ordering networking equipment. Accessing the Cisco Modules Access Your Personalized Commerce View to begin using their features. Figure A A.1 Type into your browser window A.2 Enter your CCO User Name and Password then click OK A.3 Click the Ordering link 6

7 Figure B B.1 Click on Online Ordering to go to the Cisco Marketplace Figure C C.1 Click on Networking Products Marketplace 7

8 Figure D D.1 Click on the Personalize Your Commerce View link to access your personalized Commerce view of the Internet Commerce Modules Figure E E.1 - Enter your Cisco.com User Name and Password information 8

9 Figure F Step To Do This What You Do 1 Access the Cisco Home page 2 Log into Cisco.com 3 4 Access the Ordering section Accessing the Cisco Marketplace Type into your browser window. (See Figure A.1) The Cisco Home page appears on screen. (See Figure A) Click on the Login link at the top of the page, and type in your User Name and Password in the pop-up window. (See Figure A.2) Click on the Ordering button. (See Figure A.3) The Ordering section appears on screen. (See Figure B) Click the Online Ordering link. (See Figure B.1) 9

10 5 6 7 Accessing the Networking Products MarketPlace Accessing your personalized Commerce view Log into your personalized Commerce view Personalized Commerce View The Cisco Marketplace page appears on screen. (See Figure C) Click the Networking Products Marketplace link. (See Figure C.1) The Networking Products MarketPlace page appears on screen. (See Figure D) Select the Personalize Your Commerce View link on the Networking Products MarketPlace page. (See Figure D.1) A page to re-enter your User Name and Password appears on screen. Enter your User Name and Password and click the Login button. (See Figure E.1) Your personalized Commerce view appears on screen. (Figure F) Note: To protect user privacy, there is a 60-minute time-out session built into the application. Should there be no interaction or activity for 60 minutes after initial login, you will be automatically logged out. Re-logging in will be necessary to access the application. 10

11 Chapter Two Accessing Functionality and Preferences Personalized Commerce View Chapter Objectives Learn how to use functionality common among the Modules. Understand the concept of preferences. Definitions Preferences Selections that govern the display of information for the Personalized Commerce View. You can select display preferences to determine the information shown, and query parameters to tailor queries to particular settings. Prerequisites You have logged into the Cisco Networking Products MarketPlace. Using Features Within Your Personalized Commerce View The Cisco Personalized Commerce View share several features, as listed below. These are consistent across all screens, and regulate the appearance and information detail of the modules. Figure G G.1 Customize your module content preferences by clicking on the Edit icon G.2 Click the Refresh button to refresh the module data G.3 Click the column title to sort the information G.4 Click to open the module in its own window or browser G.5 Click Next to see the additional pages of results G.6 Minimize or restore the module window 11

12 Reference G.1 G.2 Personalized Commerce View Functionality Customize the module content by clicking the EDIT button to establish your preferences. View the latest information by clicking the refresh button that refreshes the module. G.3 Sort the information displayed by clicking on the column headings. G.4 G.5 To open a module in a separate window or browser, click the document arrow button. View more data by clicking on the Next link. Clicking the adjacent page numbers will take you to that specific page. No page numbers will appear when there is only one page of information. G.6 Show or hide data by selecting either the minimize, or restore buttons. 12

13 Chapter Three Using the Saved Configurations Module Chapter Objectives Understand the functionality of the Saved Configurations Module. Learn how to establish preferences for the module. Definitions Configuration Name Display the name assigned to the saved configuration. Configuration Owner User ID of the person who created the configuration. Configuration Status The configuration status is either Verified or Unverified. Last Update Date Date the configuration was last updated. Product Name Cisco assigned name for a product. Prerequisite You have logged into the Cisco Networking Products MarketPlace. Features of the Saved Configurations Module The Saved Configurations contains several pieces of status information on your previously saved configurations. Note that the screen capture illustration displays default fields. Customization options are described. Figure Q Q.1 Displays the product name Q.2 Displays the configuration name Q.3 Displays the configuration status Q.4 Click to open the Configuration Tool in a new browser window Q.5 Displays the owner of the saved configuration 13

14 Reference Display Q.1 This column displays the Product Name. Q.2 This column displays the Configuration Name. Q.3 This column displays the Configuration Status. Q.4 Personalized Commerce View When you click on the Go To Configuration Tool link, the Configuration Tool will be opened in a separate browser window. Q.5 This column displays the owner of the saved configuration. Customization Options of the Saved Configurations Module You may customize the appearance of the module by selecting the information to be displayed, as described in the options below. Figure R R.1 Enter configuration owner R.2 Click to place a checkmark in the boxes adjacent to the options you want to see displayed R.3 Save the selections R.4 Reset the options to their default settings 14

15 Reference Functionality Display Settings R.1 Enter the configuration owner(s) User ID s. You can enter up to five User IDs. R.2 Click to display the owner of the configuration. Defaults to optional R.2 Click to display the product name. Defaults to optional R.2 R.2 R.2 R.2 Click to display the configuration name. Click to display the configuration status. Select how many configurations to display per page from the pull-down menu. Click to display the date the configuration was last updated. R.3 Save selections by clicking Save. Defaults to required Defaults to required Defaults to 1-20 records Defaults to optional R.4 Erase selections by clicking Reset. 15

16 Chapter Four Using the Open Orders Module Chapter Objectives Understand the functionality of the Open Orders Module. Learn how to establish preferences for the module. Definitions Bill-To Customer Name The name associated with the billing address. Date Order Created Date an order was created within one of the commerce tools. Description Order description the user supplied for an order. Display Information displayed based on a specified view. Open Orders Selections that govern the display of information for your Personalized Commerce View. Users may select display preferences to determine the information, and query parameters to tailor queries to particular settings. Order ID The Order ID (MP#) assigned to each order. Purchase Order Number (PO#) PO number provided by the user when submitting an order. Ship-To Customer Name Customer name for order shipments. Type Order type assigned to the order by the user. Prerequisite You have logged into the Cisco Networking Products MarketPlace Features of the Open Orders Module The Open Orders module contains several pieces of information about your existing orders. Note that the screen capture illustration displays default fields. Customization options are described. 16

17 Figure I I.1 Displays the online Order ID number I.2 Displays the purchase order number I.3 Displays the type of order I.4 Click on Go To Ordering Tool to open the Ordering Tool in a separate browser window I.5 Displays the Ship To address on the order Reference I.1 Display This column displays the Online Order ID, also known as Marketplace ID or MP Number. I.2 This column displays the Purchase Order number for the order. I.3 This column displays the type of order. I.4 When you click on the Go To Ordering Tool link, the Ordering Tool opens in a separate browser window. I.5 This column displays the Ship To address on the order. 17

18 Customization Options of the Open Orders Module You can customize the appearance of the module by selecting the information to be displayed, as described in this section. Figure J J.1 Select the timeframe for which orders will display J.2 Click to place a checkmark in the boxes adjacent to the options you want to see displayed J.3 Click to save your display options J.4 Click Reset to set the options back to the default choices Reference Functionality Display Settings Select the date range of the orders that will be Defaults to last five J.1 displayed based on the order creation date. Days J.2 Check the box to display the Order ID. Defaults to required J.2 Check the box to display the Purchase Order Number. J.2 Check the box to display the Order Type. Defaults to optional J.2 J.2 Check the box to display the Ship-To Customer Name. Choose the number of records to display by selecting an option in the pulldown menu. J.2 Check the box to display the order description. J.2 Check the box to display the date the order was created on. Defaults to optional 18

19 J.2 J.3 Check the box to display the Bill-To Customer Name. Clicking Save and Return to Home Page saves the preference selections. J.4 Clicking Reset will reset the preference selections. Defaults to being optional 19

20 Chapter Five Using the Order Status Module Chapter Objectives Understand the functionality of the Order Status Module. Learn how to establish preferences for the module. Definitions Expected Ship Date Ship date assigned by Cisco Manufacturing. Order Entry Date Date the order was entered into the Cisco ordering system. Order Status Status of a queried order - shipped, on hold, or scheduled. Ship-To Customer Name Customer name for order shipments. Prerequisite You have logged into the Cisco Networking Products MarketPlace Features of the Order Status Module The Order Status module contains several pieces of status information on your orders. Note that the screen capture illustration displays default fields. Customization options are described. Figure M M.1 Displays Sales Order number M.2 Displays purchase order number M.3 Opens the Order Status Tool in a new browser window M.4 Displays Ship -To Customer Name M.5 Displays the status of the order 20

21 Reference Display M.1 This column displays the Sales Order Number for the order. M.2 This column displays the Purchase Order Number for the order. M.3 When you click on the Go To Order Status Tool link, the Order Status Tool opens in a separate browser window. M.4 This column displays the Ship-To Address for the order. M.5 This column displays the status for the order. Customization Options of the Order Status Module You can customize the appearance of the module by selecting the information to be displayed, as described in this section. Figure N N.1 Select a billing address or multiple addresses N.2 Enter Ship-To Customer Name N.3 Enter a PO Number N.4 Select order submission timeframe N.5 Select order status N.6 Select display options N.7 Select Number of records to display N.8 Click to view the definition of various statuses N.9 Save selections N.10 Reset selections 21

22 Reference Functionality Display Setting N.1 Select the preferred Billing Address (es). Defaults to optional Defaults to optional: User can input up to N.2 Enter Ship-To Customer Names 5 Ship-To Customer Names, separated by commas (,) and wild card searches (%) are supported. It is case sensitive. N.3 Enter a Purchase Order Number. Defaults to optional N.4 N.5 N.6 N.6 N.6 N.6 N.6 N.6 N.6 N.7 Select the timeframe that the orders have been submitted. Select the order status to be displayed. Click to view the Order Entry Date. Click to view the Sales Order Number. Click to view the Purchase Order Number. Click to view the Ship-To Customer Name. Click to view the Bill-To Customer Name. Click to view the status of the order. Click to view the Expected Ship Date Select the number of items to display from the pull-down menu. N.8 View definition of Statuses N.9 Save selections by clicking Save. N.10 Remove selections by clicking Reset. Defaults to optional Defaults to All Defaults to optional Defaults to required Defaults to optional Defaults to optional Defaults to optional Defaults to optional Defaults to optional Defaults to 5 records Click to open a new window to view the definitions of the different status 22

23 Chapter Six Using the Shipping Alerts Module Chapter Objectives Understand the functionality of the Order Status Module. Learn how to establish preferences for the module. Definitions Billing Address Address to which the order is billed. Current Ship Date Either the original order ship date, or an updated ship date if the order has been rescheduled. In Progress Orders scheduled for shipment. On Hold Recommitted Orders with rescheduled ship dates as a result of being placed on hold at Cisco. Original Ship Date Ship date assigned to order when order is entered into the Cisco ERP system. Recommitted Orders with rescheduled ship dates. Ship Set A group of products shipped together. Shipped Status signaling an order was shipped to the customer by Cisco. Shipping Status Status of the order as defined in the module. Ship-To Customer Name Customer name for order shipments. Prerequisite You have logged into the Cisco Networking Products MarketPlace Features of the Shipping Alerts Module The Order Status module contains several pieces of status information on your orders. Note that the screen capture illustration displays default fields. Customization options are described. 23

24 Figure O O.1 Displays the PO or SO number O.2 Displays the Ship Set number O.3 Displays the original Ship Date O.4 Displays the current ship date O.5 Displays the shipping status Reference Display O.1 This column displays the Purchase Order or Sales Order Number. O.2 This column displays the Ship Set Number. O.3 This column displays the Original Shipment Date. O.4 This column displays the Current Shipment Date. O.5 This column displays the Shipping Status. 24

25 Customization Options of the Shipping Alerts Module You may customize the appearance of the module by selecting the information to be displayed, as described in this section. Figure P P.1 Choose billing address (es) P.2 - Enter Ship-To Customer Names P.3 View a particular Purchase Order number P.4 Select shipping status options P.5 Click to place a checkmark in the boxes adjacent to the options you want to see displayed P.6 Choose billing address (es) P.7 Save any changes P.8 Reset the display options Reference Functionality Display Setting P.1 Select the billing address for which you would like to view Shipping alerts. You can choose several Defaults to All options by pressing the Control key. P.2 Enter Ship-To Customer Names Defaults to optional: User can input up to 5 Ship-To Customer Names, separated by commas (,) and wild card searches (%) are supported. It is case P.3 P.4 Enter a purchase order number to be displayed. Select shipping status/options, as follows: Shipped (with timeframe) In Progress (with timeframe) sensitive. Defaults to optional: Wild Card Searches (%) supported. Defaults to In progress 25

26 Recommitted (with timeframe) On-Hold Recommitted Personalized Commerce View P.5 Click to display the Shipping Status. Defaults to optional P.5 Click to display the Purchase Order. Defaults to required P.5 Click to display the Ship Set. Defaults to required P.5 P.5 P.5 P.6 Click to display the Original Shipping Date. Click to display the Current Ship date. Click to display the Ship-to Customer. Selects how many results you would like to view per page. P.7 Save selections by clicking Save. P.8 Erase selections by clicking Reset. Defaults to required Defaults to required Defaults to optional Defaults to 1-20 per page 26

27 Chapter Seven Using the Invoice Due Module Chapter Objectives Understand the functionality of the Invoice Due Module. Learn how to establish preferences for the module. Definitions Billing Address Address to which the order is billed. Current Balance Current payment balance due for an invoice. Due Date Date invoice is due for payment. Invoice Number The Cisco assigned number for each order. Purchase Order Number (PO#) PO number provided by customer when submitting an order. Prerequisite You have logged into the Cisco Networking Products MarketPlace. Features of the Invoice Due Module The Invoice Due module contains several pieces of information on your existing invoices. Note that the screen capture illustration displays default fields. Customization options are described. Figure K K.1 Displays the invoice number K.2 Displays Purchase Order number K.3 Opens the Invoice Tool in a K.4 Displays the invoice due date K.5 Displays current invoice balance 27

28 Reference Display K.1 This column displays the Invoice Number. K.2 This column displays the Purchase Order Number. K.3 Personalized Commerce View When you click on the Go To Invoice Tool link, the Invoice Tool opens in a separate browser window. K.4 This column displays the date the invoice is due. K.5 This column displays the current balance for the invoice. Customization Options of the Invoice Due Module You may customize the appearance of the module by selecting the information to be displayed, as described in the options below. Figure L L.1 Select a billing address L.2 Enter a PO to view its invoices L.3 Select invoice options L.4 Select balance threshold to display L.5 Click to place a checkmark in the boxes adjacent to the options you want to see displayed L.6 Save selections L.7 Reset selections 28

29 Reference Functionality Display Setting L.1 Select the Billing Address or addresses for which you would like Defaults to the first Billing Address to view invoices. L.2 Select the Purchase Order Number (PO#) for which you would like to view invoices. Defaults to optional L.3 Select one of the invoice options This is not a default L.4 Select a current balance threshold for which you would like to view invoices. This is not a default L.5 Click to view the due Date. This is not a default L.5 Click to view the Invoice Number. Defaults to required L.5 L.5 Click to view the Purchase Order Number. Select how many records you would like to view per page from the pull-down menu. This is not a default This is not a default L.5 Click to view the current balance. This is not a default L.5 Click to view the Sales Order Number. L.6 Save selections by clicking Save. L.7 Remove selections by clicking Reset. This is not a default 29

30 Glossary Billing Address Address to which an order is billed. Configuration Name The name assigned to the saved configuration. Configuration Owner User ID of the person who created the configuration. Configuration Status The configuration status is either Verified or Unverified. Current Balance Current payment balance due for an invoice. Current Ship Date Either the original order ship date, or an updated ship date if the order has been rescheduled. Date Order Created Date an order was created within one of the commerce solutions. Description Order description the user supplied for order. Display Information shown in a window based on a specified view. Due Date Date invoice is due for payment. Expected Ship Date Ship date assigned by Cisco Manufacturing. In Progress Orders scheduled for shipment. Invoice Number The Cisco assigned number for each order. Last Update Date Date the configuration was last updated. Module Small window containing information that has customizable options. Networking Products MarketPlace Area of Cisco.com dedicated to ordering networking equipment. On Hold Recommitted Orders with rescheduled ship dates as a result of being placed on hold at Cisco. Order Entry Date Date the order was entered into the Cisco ordering system. Order ID The Order ID (MP#) assigned to each order. Order Status Status of a queried order - shipped, on hold, scheduled. Original Ship Date Ship date assigned to an order when it is entered into the Cisco ERP system. Preferences Selections that govern the display of information for the Personalized Commerce View. You can select display preferences to determine the information shown, and query parameters to tailor queries to particular settings. Product Name Cisco assigned name for a product. Purchase Order Number (PO#) PO number provided by customer when submitting an order. Recommitted Orders with rescheduled ship dates. Ship Set Group of products shipped together. Ship-To Customer Name Customer name for order shipments. Shipped Status signaling an order was shipped to the customer by Cisco. Shipping Status Status of the order as defined in the module. Type Order type assigned to the order by the user. 30

31 Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA USA Tel: NETS (6387) Fax: Copyright 2001, Cisco Systems, Inc. All rights reserved. Cisco, Cisco Systems, and the Cisco Systems logo are registered trademarks of Cisco Systems, Inc. or its affiliates in the U.S. and certain other countries. All other trademarks mentioned in this document are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. (ooo5r) Copyright 2001, Cisco Systems, Inc. All right reserved. This work is protected by copyright law and international treaties. Except as expressly authorized by Cisco Systems in writing, reproduction of any portion or element of this copyrighted work, including without limitation any portion of any text or image, is strictly prohibited and is a violation of Federal law. 31