Help Guide Service Readiness Management

Transcription

1 Help Guide Service Readiness Management ( ) Page 1

2 Table of Contents SRM Help Guide... 4 Login... 4 Create New Account / Register... 5 Starting Page / Self Audit... 6 Identify Tools... 7 Summary... 9 Confirm Tools Notifications Special Tool Standard Shopping Cart Payment Type Shipping Address Confirm order ( ) Page 2

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4 SRM Help Guide Login Here you can login using your credential from the registration. If you don t have already login credentials, please click Register button to create an account. ( ) Page 4

5 Create New Account / Register To create a new account, please fill in the required data as below. If you don t know your Bosch Account Number, please contact your Local Bosch Automotive Customer Care department. After filling out, click on Create Account button to submit the data. ( ) Page 5

6 Starting Page / Self Audit After Login you will see this Welcome Page. Please click on Self Audit and on the next page on Start your Audit to start with the inventory. ( ) Page 6

7 Identify Tools Please identify now the tools you have within your facility by entering the quantity. Once all pages are completed press Add Selected Tools. Change the page size, to increase the amount of tools which should be shown on one page. You can also use the search function to find specific tool(s). ( ) Page 7

8 Press on Tools added and the selected tools will be added to your inventory. You can now print your inventory list or change, if necessary. Close window, when finished Press on next when you finished the inventory of your tools. ( ) Page 8

9 Summary Listed below are tools you have identified that are currently in your facility. Please review and if a tool has been added by mistake, select the tool(s) and click Remove button. ( ) Page 9

10 For example: Confirm Tools Here you are shown all the tools you have identified within your facility. Click finish button to complete the Self Audit. If any corrections are Required, please click back to return to the previous page. ( ) Page 10

11 Click next to view your compliance status Notifications If the number of the identified tools within your facility is not sufficient according to your standard, so a notification like below will appear. ( ) Page 11

12 Click next for continue. ( ) Page 12

13 Special Tool Standard Your special tool standard has automatically been identified and highlighted in green below. Please click Submit. ( ) Page 13

14 All tools which need to be purchased will be listed. If the In Cart column displays a ticked Red box probably somebody within your facility has already ordered the tool. Hover your mouse over the icon in the In Cart or Ordered column to see who has previously ordered. ( ) Page 14

15 Even if a tool has already been ordered within your facility, you have the possibility to select it again. ( ) Page 15

16 NOTE: You are able to purchase up to 100 items at a time. To purchase more than 100 items please do so in multiple purchases. After selection of the tools, click on the cart button, to continue. NOTE: If another user from the same dealership attempts to order the same tool a warning message is issued. Click ok to continue. ( ) Page 16

17 Shopping Cart Before confirming the Shopping Cart, you have here the chance to Remove tools or change the quantity of each tool. After you have executed your changes, click Update button. A new list will appear. Click clear cart to delete all items. ( ) Page 17

18 Click check out button for confirm the shopping cart ( ) Page 18

19 Payment Type Choose the payment modality Credit Card Open Account Click then next to continue. ( ) Page 19

20 Shipping Address Fill in your Shipping Address. Please all fields with an *asterisk need to be filled. Click next to continue. The below window appears, here you can add shipping notes. ( ) Page 20

21 Confirm order Here you can review all the information you provided. To make changes press Back, otherwise press Place Order to submit and complete the purchasing. Congratulations! You successfully updated your tools inventory. ( ) Page 21