New Dealer Portal DOOBIZ Training Parts Sales 07/25/11

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1 New Dealer Portal DOOBIZ Training Parts Sales 07/25/11

2 The DOOBIZ Dealer Portal As Doosan strives to achieve its status as a top level global leader in the construction equipment industry, it is making every effort to join together with Doosan entities around the globe to achieve the goal of One Doosan. With this comes the integration of processes and policies. Transitioning to DOOBIZ will provide Doosan with a way to globally manage transactions in Parts, Sales and Service more efficiently. The DOOBIZ training materials are provided to guide dealer personnel in ordering machines, parts, filing warranty claims, and to provide information on how to access literature, bulletins, etc. Be sure to view each slide of the materials. This is important. There will be a one-question assessment at the end. The following user test site is available to give users the opportunity to look around and practice using the new DOOBIZ system. The Go-Live date for the actual DOOBIZ system is August 3, On this date, you will access the DOOBIZ Dealer Portal via Passport. The following practice ID s will be active only until August 3 rd Test Site url: Service ID Sales ID Parts ID Password for All Practice ID s C_DICEA2 C_DICEA2 P_DICEA init99 1

3 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorites Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin 2

4 New Dealer Portal DOOBIZ Training Parts Sales 1. Access to DOOBIZ Portal 07/25/11

5 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin 4

Prior to signing in, users must have satisfied required credentials to get access to the Portal.

6 1. Access to Parts CE DOOBIZ Portal (1) 1.1. Access The access to the DOOBIZ Portal is managed by the Doosan Passport system. Therefore prospective users are required to sign into Doosan Passport where the link to the DOOBIZ Portal is available. Prior to signing in, users must have satisfied required credentials to get access to the Portal. Doosan Passport system allows users to sign-in/out, change passwords, or edit personal information. After signing in, dealers can select a Portal link which will give them access to an appropriate DOOBIZ Portal page. Different portal pages will be assigned to different dealers depending on their registered information and responsibilities. 5

1. Access to Parts CE DOOBIZ Portal (2) 1.2. Main Screen Navigation Main Header Dealer Portal screen is divided into five major sections. 1. Header: This part includes user information and common functions or all users.

Main: This part shows site-map that includes all submenus of 2, as well as new posts on Notice and Q&A. 4. Notice: Show up to 5 recent posts.

7 1. Access to Parts CE DOOBIZ Portal (2) 1.2. Main Screen Navigation Main Header Dealer Portal screen is divided into five major sections. 1. Header: This part includes user information and common functions or all users. 2. Navigation: This part show different menus for different users. 3. Main: This part shows site-map that includes all submenus of 2, as well as new posts on Notice and Q&A. 4. Notice: Show up to 5 recent posts. Click +more to go to the Notice List. Q & A Announcement 5. Announcement: Show up to 5 recent posts. Click +more to go to the Q&A List.

8 1. Access to Parts CE DOOBIZ Portal (3) 1.3. Header Contents (1) Click the logo image to go to the Home page Select Parts/ Sales/ Service for each business group. 3. Log-in ID. 4. Open the same page in a new window. 5. See User Info. 6. Send s to company members of different regions/departments.. 7. Send feedback and suggestions to Doosan. 8. Search menu. 9. Show the last logon time. 10. Log-off. 11. See more menus using the Left/Right arrows. (See Next Page for more information about 5 ~ 8)

1. Access to Parts CE DOOBIZ Portal (4) 1.3.

User Info: Name, email address, fax number, job title,

Contact Us : Search corporate directory.

addresses to Addresses selected so far. 7 8 7.

9 1. Access to Parts CE DOOBIZ Portal (4) 1.3. Header Contents (2) - Details User Info: Name, address, fax number, job title, language setting, and password-change. 6. Contact Us : Search corporate directory. Click Save Checked, Search for more to add selected addresses to Addresses selected so far Feedback & Suggestions: Send feedback and suggestions. 8. Search Menu: Do a quick search of the Doosan website using keywords.

10 1. Access to Parts CE DOOBIZ Portal (5) 1.4. Check Internet Explorer for Access (1) 1. Click Internet Options 1 When you cannot access DOOBIZ Check internet options

11 1. Access to Parts CE DOOBIZ Portal (6) 1.4. Check Internet Explorer for Access (2) 2 Open Internet explorer Choose internet option 1. Click Security Tab 3 2. Select Internet Figure 3. Click Custom Level.. 4

12 1. Access to Parts CE DOOBIZ Portal (7) 1.4. Check Internet Explorer for Access (3) 5. Check User Authentication / Log On/Prompt user name and password 6. Click OK Button 5 6

1. Access to Parts CE DOOBIZ Portal (8) 1.5. Favorites Function on DOOBIZ (1) 1 2 1.

13 1. Access to Parts CE DOOBIZ Portal (8) 1.5. Favorites Function on DOOBIZ (1) Click blue color Triangle for setting your favorite menu 2. After step 1, Portal Favorite screen will be displayed. 1) Click [Edit] button.

1. Access to Parts CE DOOBIZ Portal (9) 1.5. Favorites Function on DOOBIZ (2) 3.1 3. Click [+] button which you want to add on favorite menu. 3.2 3.

14 1. Access to Parts CE DOOBIZ Portal (9) 1.5. Favorites Function on DOOBIZ (2) Click [+] button which you want to add on favorite menu ) Then the menu which you selected will be added on [Select Menu] 2) If you want to remove some menu on your [Select Menu], select the menu and click [-] button. 3) You can change menu name with Rename function. - Click the menu which you want to change on Select Menu and enter the new name which you want to use. And then, click refresh button. (Order History Old Order) 4. After step 3, Click [O] to save. 4

15 1. Access to Parts CE DOOBIZ Portal (10) 1.5. Favorites Function on DOOBIZ (3) 5 5. Now you can see your favorite menu.

16 1. Access to Parts CE DOOBIZ Portal (11) 1.6. Main Contents Overview (1) Home Home Q&A Policies & Procedures Return to the initial home screen by clicking the Home button Bulletin board where dealers can post questions on system or business concerns users may face using DOOBIZ. Users Q&A can only be seen by the user. This function manages catalog files and parts catalogs (PDF format). Announcement Special Price Request Dealer Communication Network Doosan Elite Assurance Warranty Products & Services All Makes Remanufactured Components Component Analysis Program Doosan GPS Doosan Apparel and Gear Doosan Merchandise Information about doing business. Send and review any special price requests submitted to Doosan. Allows dealers to other dealers based on state, or to all dealers. Link to Doosan Elite Assurance Warranty website. Information and utility for Online Parts Books for All-Makes products. Information and utility for Order Processing of Remanufactured items. Information and utility for ordering Oil Analysis Kit. Information and utility for ordering GPS Kits. Information and utility for Doosan Apparel and Gear. Information and utility for ordering Doosan merchandise Dealer Stocking Program Custom utility for calculating dealer stock order qualification and initial order.

17 1. Access to Parts CE DOOBIZ Portal (12) 1.6. Main Contents Overview (2) Parts Order Parts Order Order History Back Order Pending Shipment Saved Quotes Un Submitted Orders Manage parts orders Display Order History Display dealer s current backorders, estimated ship date, and detail. Display dealer's orders that have not shipped, and detail. Create and manage Customer Quotes Display orders entered by the dealer which have not yet been submitted. Return Return List Return Request Display all past return requests with status and detail. Submit a return or credit request to Doosan. Statements & Invoices Statements & Invoices Produce statement as-of specified date, drill down to each invoice.

18 1. Access to Parts CE DOOBIZ Portal (13) 1.6. Main Contents Overview (3) Report Report Real-time Graphical interactive reports. Parts Books Parts Books Online Parts Book

19 New Dealer Portal DOOBIZ Training Parts Sales 2. Home 07/25/11

20 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin

21 2. Home (1) 2.1. Q&A (1) 2 1. Click the title to go to the corresponding Q&A page To go to the Q&A list, click +More. Bulletin board where dealers can post questions on system or business problems users might encounter in the course of using DOOBIZ. About your Question, others are not allowed to read it. This information is viewable from the DOOBIZ Home page.

22 2. Home (2) 2.1. Q&A (2) Enter Data, Title, etc. to search. 2. To go to the Q&A entry page, click Write 3 3. Click List to go to the detailed information page of that Q&A.

23 2. Home (3) 2.1. Q&A (3) Fill in the required information and click save. 2. To go to the list, click List

24 2. Home (4) 2.1. Q&A (4) To go to the Q&A entry page, click Modify Click Delete to delete that entry. 3. Click Reply to post a reply to the Q&A. 4. Click List to go to the Q&A List.

2. Home (5) 2.1. Q&A (5) 1 2 3 4 1. Click Modify and go to Q&A entry page. 2. Click Delete to remove the Q&A from the list. 3. Click Reply to post a reply to the Q&A.

25 2. Home (5) 2.1. Q&A (5) Click Modify and go to Q&A entry page. 2. Click Delete to remove the Q&A from the list. 3. Click Reply to post a reply to the Q&A Click List to go to the Q&A List. 5. Click Save to save the entry and go to the Q&A List.

26 2. Home (6) 2.2. Policies & Procedures 1. Click the name to open / download the file. 1

27 2. Home (7) 2.3. Announcement This screen will show all the Announcements as seen on the Home page.

28 2. Home (8) 2.4. Special Price Request (1) 1 1. Enter search words and click Search button. 2. Click Quotation # to view detailed information in a separate pop-up window. 2

2. Home (9) 2.4. Special Price Request (2) 1 2 3 1.

29 2. Home (9) 2.4. Special Price Request (2) Click Change to Order to convert the order to quote. 2. Click Print button to open / download the page as a PDF file. 3. Click Close to exit the page.

30 2. Home (10) 2.5. Dealer Communication Network (1) 1. Click the magnifier icon to select a different country Choose a country. The corresponding field will be automatically updated Close the pop-up window. 2

31 2. Home (11) 2.5. Dealer Communication Network (2) 3 1. Click the magnifier icon to select a state/province for the country Select a state/province. Close the window. 3. Click Search to display contacts. 2

32 2. Home (12) 2.5. Dealer Communication Network (3) 1 Choose and click one or more items. 2 2 Send s to selected recipients. 1

33 2. Home (13) 2.5. Dealer Communication Network (4) 1. Click File Upload to send an attachment. 2. Search for the file to attach. 1 2

34 2. Home (14) 2.5. Dealer Communication Network (5) 1. Send your Cancel and close the window. 1 2

35 2. Home (15) 2.5. Dealer Communication Network (6) 1 1. Click in order to Opt Out of the Dealer Communication Network.

36 2. Home (16) 2.5. Dealer Communication Network (7) 1 Yes, I want to Opt Out: The currently logged in dealer will opt-out from the communication network. 2 The currently logged in dealer will go back to the previous state. 1 2

37 2. Home (17) 2.6. Doosan Elite Assurance Warranty 1. When Click Doosan Elite Assurance Warranty, 1 2. You can see Doosan Elite Assurance Warranty information and you can select detail information. 2

38 New Dealer Portal DOOBIZ Training Parts Sales 3. Products & Services 07/25/11

39 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin

3. Products & Services (1) 3.1. All Makes (1) 1.

40 3. Products & Services (1) 3.1. All Makes (1) Download Information. 1) Click and download.

41 3. Products & Services (2) 3.1. All Makes (2) Main Category List 1) Click a category to go to the subcategory s page.

42 3. Products & Services (3) 3.1. All Makes (3) 1. Download Info Reference. 1) Click and download 1.1 1

43 3. Products & Services (4) 3.1. All Makes (4) 2. List of subcategories. 1) Click Up Level to go to the Main Category page ) Click the name of the category to go to its subcategory page. 2

44 3. Products & Services (5) 3.1. All Makes (5) 3. Check Images. 1) Click thumbnails to view a larger image

45 3. Products & Services (6) 3.1. All Makes (6) 4. Add to Order 1) Click Add to Order button and confirm the process

46 3. Products & Services (7) 3.1. All Makes (7) 4. Add to Order. 2) Confirm the message and begin the order process

47 3. Products & Services (8) 3.1. All Makes (8) 1. Download Info Reference. 1) Click and download 1.1 1

48 3. Products & Services (9) 3.1. All Makes (9) 2. List of Links 1) Click Up Level to go to the Main Category page ) Click the URL link to go to the connected page.

49 3. Products & Services (10) 3.1. All Makes (10) Download Info Reference. 1) Click to download..

50 3. Products & Services (11) 3.1. All Makes (11) Check Images. 1) Click thumbnails to view a larger image.

51 3. Products & Services (12) 3.1. All Makes (12) Add to Order. 1) Enter a number in the quantity box.

52 3. Products & Services (13) 3.1. All Makes (13) 3.2 V Add to Order. 2) Select parts by using checkbox.

53 3. Products & Services (14) 3.1. All Makes (14) 3.3 V Add to Order 3) Click Add Selected to Order button and confirmation message will appear.

3. Products & Services (15) 3.1. All Makes (15) 3.

54 3. Products & Services (15) 3.1. All Makes (15) Add to Order. 4) Confirm to begin the order process.

3. Products & Services (16) 3.2. Remanufactured Components (1) 1.

55 3. Products & Services (16) 3.2. Remanufactured Components (1) Download Info Reference. 1) Click to download the reference.

56 3. Products & Services (17) 3.2. Remanufactured Components (2) Select a Category

57 3. Products & Services (18) 3.2. Remanufactured Components (3) Download a reference info from the selected category. 1) Click to download.

3. Products & Services (19) 3.2. Remanufactured Components (4) 4.1 4 4.

58 3. Products & Services (19) 3.2. Remanufactured Components (4) Add to Order 1) Click the Parts # to open up a pop-up window for more information.

59 3. Products & Services (20) 3.2. Remanufactured Components (5) Add to Order 2) Enter quantity in numbers.

3. Products & Services (21) 3.2. Remanufactured Components (6) 4.

60 3. Products & Services (21) 3.2. Remanufactured Components (6) Add to Order 3) Click Add to Order/Quote to proceed.

61 3. Products & Services (22) 3.3. Component Analysis Program (1) Download Reference Info 1) Click to download.

62 3. Products & Services (23) 3.3. Component Analysis Program (2) Add to Order. 1) Click Parts # and open up the pop-up.

3. Products & Services (24) 3.3. Component Analysis Program (3) 2 2.

63 3. Products & Services (24) 3.3. Component Analysis Program (3) Add to Order 2) Enter the quantity

3. Products & Services (25) 3.3. Component Analysis Program (4) 2 2.

64 3. Products & Services (25) 3.3. Component Analysis Program (4) Add to Order. 3) Click Add to Order/ Quote to process.

65 3. Products & Services (26) 3.4. Doosan GPS (1) Download Reference Info. 1) Click to download.

66 3. Products & Services (27) 3.4. Doosan GPS (2) Add to Order 1) Click the Part # to open up the pop-up window.

67 3. Products & Services (28) 3.4. Doosan GPS (3) Add to Order 2) Enter the quantity.

3. Products & Services (29) 3.4. Doosan GPS (4) 2.3 2 2.

68 3. Products & Services (29) 3.4. Doosan GPS (4) Add to Order 3) Click Add to Order/Quote button to begin the order process.

69 3. Products & Services (30) 3.5. Doosan Apparel and Gear (1) 1. Category List 1) Click the category to go to the Parts List page

70 3. Products & Services (31) 3.5. Doosan Apparel and Gear (2) 2. Check Images. 1) Click the image to view larger image

71 3. Products & Services (32) 3.5. Doosan Apparel and Gear (3) 3. Add to Order. 1) Click the Add to Order button and open up confirmation message

72 3. Products & Services (33) 3.5. Doosan Apparel and Gear (4) 3. Add to Order 2) Confirm and begin the Add to Order process

3. Products & Services (34) 3.5. Doosan Apparel and Gear (5) 1.

73 3. Products & Services (34) 3.5. Doosan Apparel and Gear (5) Check Images. 1) Click the picture to view larger image.

74 3. Products & Services (35) 3.5. Doosan Apparel and Gear (6) Add to Order 1) Enter the quantity.

75 3. Products & Services (36) 3.5. Doosan Apparel and Gear (7) 2.2 V Add to Order 2) Select parts using checkbox.

76 3. Products & Services (37) 3.5. Doosan Apparel and Gear (8) 2.3 V Add to Order 3) Click Add Selected To Order.

77 3. Products & Services (38) 3.5. Doosan Apparel and Gear (9) Add to Order 4) Confirm and begin the Add to Order process.

78 3. Products & Services (39) 3.6. Doosan Merchandise (1) 1. Download Reference Info. 1) Click and download

79 3. Products & Services (40) 3.6. Doosan Merchandise (2) 2. Category List 1) Click the category to go to the Parts List page

80 3. Products & Services (41) 3.6. Doosan Merchandise (3) 3. Check Images. 1) Click the image to view larger image

81 3. Products & Services (42) 3.6. Doosan Merchandise (4) 4. Add to Order. 1) Click the Add to Order button and confirm 4

82 3. Products & Services (43) 3.6. Doosan Merchandise (5) 4. Add to Order. 2) Confirm to begin the Add to Order process

83 3. Products & Services (44) 3.6. Doosan Merchandise (6) Download Reference Info 1) Click to download..

3. Products & Services (45) 3.6. Doosan Merchandise (7) 2.

84 3. Products & Services (45) 3.6. Doosan Merchandise (7) Check Images. 1) Click the image to view larger image

85 3. Products & Services (46) 3.6. Doosan Merchandise (8) V Add to Order. 1) Enter the quantity.

86 3. Products & Services (47) 3.6. Doosan Merchandise (9) 3.2 V Add to Order. 2) Select items using checkbox.

87 3. Products & Services (48) 3.6. Doosan Merchandise (10) Add to Order 3) Click Add Selected To Order and confirm.

88 3. Products & Services (49) 3.6. Doosan Merchandise (11) Add to Order. 4) Confirm to begin the Add to Order process.

3. Products & Services (50) 3.7. Dealer Stocking Program 1 3 4 2 1. You can see and download the Terms and Benefits of Dealer Stocking Program. 2. Some information will be displayed as like 1) Sales Amount, Freight Charges, Stock ratio and so on.

89 3. Products & Services (50) 3.7. Dealer Stocking Program You can see and download the Terms and Benefits of Dealer Stocking Program. 2. Some information will be displayed as like 1) Sales Amount, Freight Charges, Stock ratio and so on. 2) Top 100 and 3-in-12 part items amount. 3. Click [View Parts] for item list of Top 100 and 3-in You can download Top 100 and 3-in-12. item list.

90 New Dealer Portal DOOBIZ Training Parts Sales 4. Parts Orders 07/25/11

91 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin

4. Parts Order (1) 4.1. Parts Order (1) 1 7 10 2

2. Simulation checks the availability of the selected parts number. 3.

Download the current Parts # list OR simulation result as an Excel(xls) file. 5.

To remove checked line(s) from the list, click Delete Checked Lines. 7. Search Parts #. 8.

92 4. Parts Order (1) 4.1. Parts Order (1) Order Type is a pre-requisite for step Simulation checks the availability of the selected parts number. 3. For multiple parts, use file upload function. (file type:.txt or.xls) 4. Download the current Parts # list OR simulation result as an Excel(xls) file. 5. To add more items, click Add 10 More lines. 6. To remove checked line(s) from the list, click Delete Checked Lines. 7. Search Parts #. 8. Click the pencil icon to Write/Edit/Delete Shipping Notes for the Dealer. 9. To refer to the page for PO #/ Unsubmitted Order/ Saved Quotes, click Checkout. The simulation results will show in red highlight on the very top of the list if there is no availability. Reason will appear on the Error Notes column. 10. Click (!) to see more information such as last stock order date, STK-to- EMR ratio, etc.

4. Parts Order (2) 4.1. Parts Order (2) 12 11 11. Show more information about the supplemental stock order date. 12. Show more information about the Stock-to- Emergency purchase ratio.

93 4. Parts Order (2) 4.1. Parts Order (2) Show more information about the supplemental stock order date. 12. Show more information about the Stock-to- Emergency purchase ratio Show details about the Dealer Stocking Program

4. Parts Order (3) 4.1. Parts Order (3) 2 3 4 1 5 6 7 1. Item Information: Go to the Parts Search / Order Entry page. Previously entered PO# will still be shown. 2. Create New Order: Create new PO# with previously entered information.

Refer to the Saved Quote: Choose one saved quote and combine with the previous PO # list. 5.

94 4. Parts Order (3) 4.1. Parts Order (3) Item Information: Go to the Parts Search / Order Entry page. Previously entered PO# will still be shown. 2. Create New Order: Create new PO# with previously entered information. 3. Refer to the Unsubmitted Order: Choose one from the list of unsubmitted orders and combine with the previous PO# list. 4. Refer to the Saved Quote: Choose one saved quote and combine with the previous PO # list. 5. Cancel the order process and go to Parts Search/ Order Entry screen at the same time. 6. Add to Order: Previously entered information will be labeled as Unsubmitted Order 7. Add to Quote: Previously entered information will be labeled as Saved Quote.

4. Parts Order (4) 4.1. Parts Order (4) 1 7 2 3 4 5 6 1. Item Information: Go to the Parts Search / Order Entry page.

Update Order: Save new information. 4. Delete Order: Previously entered information will be deleted. Go to Parts Search / Order Entry page. 5.

95 4. Parts Order (4) 4.1. Parts Order (4) Item Information: Go to the Parts Search / Order Entry page. Previously entered PO# will still be shown. 2. Cancel the order process and go to Parts Search/ Order Entry screen at the same time 3. Update Order: Save new information. 4. Delete Order: Previously entered information will be deleted. Go to Parts Search / Order Entry page. 5. Order will be saved as a quote. 6. Check Out: Go to the page to confirm the order. 7. Order Type: previously selected order type can be changed here. Simulation will automatically check availability and show price information for the item.

4. Parts Order (5) 4.1. Parts Order (5) 10 11 12 8 9 8.

(Refer to the next page for more information) 9. Reset the shipping address. 10.

out. 11. You can select fright charge method, as Prepaid, Collect, 3 rd Party.

96 4. Parts Order (5) 4.1. Parts Order (5) Open up a pop-up for shipping address. (Refer to the next page for more information) 9. Reset the shipping address If the Order Type is Regular Order or Sameday Shipping, this field must be filled out. 11. You can select fright charge method, as Prepaid, Collect, 3 rd Party. In case of Collect, you have to enter Account # If the Order Type is Machine Down, this field must be filled out. 13. Checked lines will be delete from the list.

4. Parts Order (6) 4.1. Parts Order (6) 11 1 2 3 4 5 6 7 10 9 8 1. Show the list of Dealer Locations (Ship-to Addresses). Address entry box will appear only for (2) / (3). 2. Direct Ship Address: show the list of one-time addresses.

Then the selected direct ship address will be displayed on order screen. 6. If you want to delete direct ship address, please select it at (11) list and click [Delete] button. 7.

97 4. Parts Order (6) 4.1. Parts Order (6) Show the list of Dealer Locations (Ship-to Addresses). Address entry box will appear only for (2) / (3). 2. Direct Ship Address: show the list of one-time addresses. 3. Create Direct Ship Address. 4. Modify: can edit items selected from the list (9)/(10). 5. When you select Direct ship address to delivery at (11) list, please [Select] button. Then the selected direct ship address will be displayed on order screen. 6. If you want to delete direct ship address, please select it at (11) list and click [Delete] button. 7. After change some information of the selected direct ship add., please click [Save] to save. 8. Close the pop-up window. 9. Dealer s country will be the default choice. 10. Corresponding states list will appear. 11. It will display the all direct ship address already exist. And you can select it for delivery, modify and delete.

4. Parts Order (7) 4.1. Parts Order (7) 1. Item Information: Go to the Parts Search / Order Entry page. Previously entered PO# will still be shown. 1 2 3 4 5 6 2.

Go to Parts Search / Order Entry page. 5. Print the current page. 6. Convert to Order: Selected order will be saved to Unsubmitted Order. 8 7.

98 4. Parts Order (7) 4.1. Parts Order (7) 1. Item Information: Go to the Parts Search / Order Entry page. Previously entered PO# will still be shown Cancel the order process and go to Parts Search/ Order Entry screen at the same time Update Order: Save new information. 4. Delete Order: Previously entered information will be deleted. Go to Parts Search / Order Entry page. 5. Print the current page. 6. Convert to Order: Selected order will be saved to Unsubmitted Order Order Type: previously selected order type can be changed here. Simulation will automatically check availability and show price information for the item After entering %, select Mark Up / Mark and click 3 Update Quote to apply the percentage % to the current price. 9. After modifying the number and price, click 3 to update the quote. The price will be adjusted automatically

4. Parts Order (8) 4.1. Parts Order (8) 1. Go to Add To Order page. 1 2 3 4 2.

99 4. Parts Order (8) 4.1. Parts Order (8) 1. Go to Add To Order page Cancel the order process and go to Parts Search/ Order Entry screen at the same time Create an order. 4. If an order is successfully created, (2),(3) button will disappear and print button will appear. Press Print to print the current page. 5. If an order is successfully created, Doosan Order # will appear.

100 4. Parts Order (9) 4.2. Order History (1) 1. Click magnifier icon to open Order Part No. screen. 1

101 4. Parts Order (10) 4.2. Order History (2) 1. Click Search Select and click a Parts No. The box will be automatically filled in with the corresponding number Close the window. 2

102 4. Parts Order (11) 4.2. Order History (3) 1. Click a PO No. from the list to see more detailed information of the selected item. 1

103 4. Parts Order (12) 4.2. Order History (4) 1 1. On the Order Detail page, click Clone Order to go to Part Search / Order Entry Form screen.

104 4. Parts Order (13) 4.2. Order History (5) Previous items move here. 2 Check out 1

105 4. Parts Order (14) 4.3. Back Orders (1) 1. Click the magnifier icon to open Order Part No search window. 1

106 4. Parts Order (15) 4.3. Back Orders (2) 1. Click Search Select and click a Parts No. The box will be automatically filled in with the corresponding number Close the window. 2

107 4. Parts Order (16) 4.3. Back Orders (3) 1. Choose a date and click. 1

108 4. Parts Order (17) 4.3. Back Orders (4) 1. Click Search. 1

109 4. Parts Order (18) 4.3. Back Orders (5) 1. Click a PO No. from the list to see more detailed information of the selected item. 1

110 4. Parts Order (19) 4.4. Order Detail (1) 1. Click the PO Number you can check the detail order information 1

111 4. Parts Order (20) 4.4. Order Detail (2) 1. To print, click Print To exit the window, click close

112 4. Parts Order (21) 4.4. Order Detail (3) When the print message pops up, review the print details and click print to complete the process.

113 4. Parts Order (22) 4.5. Pending Shipments 1. Click a PO No. from the list to see more detailed information of the selected item. 1

4. Parts Order (23) 4.6. Saved Quotes (1) 3 2 5 1 1.

Only orders labeled as quotes will appear on the list. 2.

114 4. Parts Order (23) 4.6. Saved Quotes (1) Extract the list of Saved Quotes that meets the search criteria. Only orders labeled as quotes will appear on the list. 2. Search Parts list for possible entries for Order Part # Click calendar to set the time period. The default setting is from past 30 days to today s date. 4. Click a PO # to see detailed information of the quotation. 5. Delete checked items.

4. Parts Order (24) 4.6. Saved Quotes (2) 7 6 1 2 3 8 9 4 5 1. Temporarily save the changed information. 2. Check items to delete from the list. 3. Print the current page on the screen.

Previously selected order type can be changed. When the order type is changed, Simulation will be operated to automatically update information.. 7.

115 4. Parts Order (24) 4.6. Saved Quotes (2) Temporarily save the changed information. 2. Check items to delete from the list. 3. Print the current page on the screen. Update %, quantities, and price information before proceed to print. 4. Convert a quote to an unsubmitted order. 5. Close the pop-up window. 6. Previously selected order type can be changed. When the order type is changed, Simulation will be operated to automatically update information.. 7. Enter % number to calculate new price. 8. Decide to mark up or down the price according to the percentage (7). 9. Decide/edit quantity and list price. * If (7),(8) and(9) is entered in at the same time, the price will be calculated based on (7) and (8).

4. Parts Order (25) 4.7. Unsubmitted Orders (1) 4 3 2 5 1 1. Extract the list of Unsubmitted Orders (order process still on hold) that meets the search condition. 2. Search possible entries for Order Part #.

116 4. Parts Order (25) 4.7. Unsubmitted Orders (1) Extract the list of Unsubmitted Orders (order process still on hold) that meets the search condition. 2. Search possible entries for Order Part #. 3. Click calendar to set the time period. The default setting is from the first day of the month to today s date. 4. Click PO # to view detailed information of the unsubmitted order. 5. Check items to delete from the list.

4. Parts Order (27) 4.7. Unsubmitted Orders (2) 8 6 1 2 3 9 4 7 5 1. Temporarily save the changed information.

117 4. Parts Order (27) 4.7. Unsubmitted Orders (2) Temporarily save the changed information. In the case of changing the quantity, Quantity must be changed after the update is processed because it may affect Stock and Price. 2. Check items to delete from the list. 3. Convert the order to a saved quote. 4. Save the current information and close the pop-up. Go to the order confirmation page. [subsequent processes same as Parts Order Summary] 5. Close the pop-up. 6. Previously selected order type can be changed. When the order type is changed, simulation will automatically update information. 7. Search possible entries for Dealer Location OR Direct Ship-to Address.

4. Parts Order (28) 4.7. Unsubmitted Orders (3) 8 9 8.

If there are bulletins, must click the Acknowledge button to proceed. 9. At check-out: i.

118 4. Parts Order (28) 4.7. Unsubmitted Orders (3) Check Ignore Bulletins to skip the Acknowledge process. If there are bulletins, must click the Acknowledge button to proceed. 9. At check-out: i. [Some may be backordered] message will pop-up when the stock is partially available. ii. (All will be backordered) message will pop- up when it is out of stock.

119 New Dealer Portal DOOBIZ Training Parts Sales 5. Returns 07/25/11

120 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin

5. Returns (1) 5.1. Return List (1) 4 1 2 4 5 3 6 7 1.

Search returns based on a Return number. 4. Search returns based on a PO number. 5.

121 5. Returns (1) 5.1. Return List (1) Click on the status type of the return. 2. Search returns based on a date range. 3. Search returns based on a Return number. 4. Search returns based on a PO number. 5. Search returns based on a part number. 6. Click Search to start the process. 7. Click the Excel icon to convert the data to an Excel spreadsheet.

Click the Approval number to download Parts

122 5. Returns (2) 5.1. Return List (2) 7. Click the Return number to activate Return Detail pop up window and to check detail information of Return Detail Click the Approval number to download Parts Return/Credit request document by PDF file. 9. Click the Final Document Number to download credit invoice by PDF file.

5. Returns (3) 5.2. Return Request (1) 1 2 1.

123 5. Returns (3) 5.2. Return Request (1) Select the main reason for the return request from the drop down menu. 2. Select a secondary reason for the return from the drop down menu. This is mandatory for all returns.

124 5. Returns (4) 5.2. Return Request (2) 3. Enter the Reference 3.1 1) Click Search Return Target to go the Order history. 2) Enter PO # or Part # ) Search the Parts return/ Credit request data 3.2 4) Select an item using check box ) Click Select to complete the choice.

125 5. Returns (5) 5.2. Return Request (3) 4. Enter Inbound Freight. 5. Enter Outbound Freight. 4 5 * In case an order is in error, you cannot enter freight cost.

126 5. Returns (6) 5.2. Return Request (4) 6. Enter the quantity. 7. Enter description of complaint. 7 6

127 5. Returns (7) 5.2. Return Request (5) 8. Add Files 1) Click the file icon and open up Upload layer. 2) Select a file ) Confirm and complete the process

128 5. Returns (8) 5.2. Return Request (6) 9 9. Click the Save button to complete Return Request process.

129 5. Returns (9) 5.2. Return Request (7) 10. Delete select order 1) Select an item using check box ) Click Delete button to delete data. 10.1

130 5. Returns (10) 5.2. Return Request (8) Core Return (1) When Reason 1 is Core Return 2. Then select Reason 2

131 5. Returns (11) 5.2. Return Request (9) Core Return (2) 3. Select Disable to disable reference options and add manually. 3

132 5. Returns (12) 5.2. Return Request (10) Core Return (3) 4. Enter the Inbound Freight Enter the Outbound Freight.

133 5. Returns (13) 5.2. Return Request (11) Core Return (4) Add / Delete Order 1) Select an item using check box 2) Click Add / Delete Button to complete process

5. Returns (14) 5.2. Return Request (12) Core Return (5) 7.2 7.3 7.

134 5. Returns (14) 5.2. Return Request (12) Core Return (5) Add Parts Number 1) Click the magnifier icon to open up Parts List ) Enter Parts Number or Parts Description ) Click Search. 4) Click the parts number to select.

135 5. Returns (15) 5.2. Return Request (13) Core Return (6) 8. Enter Quantity 9. Enter description of the complaint. 8 9

136 5. Returns (16) 5.2. Return Request (14) Core Return (7) 10. Add files 1) Click the file icon and open up Upload layer. 2) Select a file ) Confirm and complete the process. 10.2

137 5. Returns (17) 5.2. Return Request (15) Core Return (8) Click Save button to complete Return Request process

138 New Dealer Portal DOOBIZ Training Parts Sales 6. Statements & Invoices 07/25/11

139 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin

6. Statements & Invoices (1) 6.1. Invoice List 1 2 5 1.

Enter search button after select condition. 4 3 3.

140 6. Statements & Invoices (1) 6.1. Invoice List Select condition which you want to search invoice. Basically system provide 2. Enter search button after select condition If you want to print out invoice, check selection box which you want. 4. If you want print out all invoice, check selection box. 5. After select invoice, click [Invoice Print] button.

141 6. Statements & Invoices (2) 6.2. Statement of Account

142 New Dealer Portal DOOBIZ Training Parts Sales 7. Reports 07/25/11

143 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin

7. Reports (1) 7.1. Parts Sales Report (1) 2 1 3 1.

Click [Excel] button for download parts sales by order type data 3.

144 7. Reports (1) 7.1. Parts Sales Report (1) Select period & Order type which you want to see sales report. 2. Click [Excel] button for download parts sales by order type data 3. Click order type then Parts Sales By Order Data and PO# information will be displayed

7. Reports (2) 7.1. Parts Sales Report (2) 4 5 6 7 4.

145 7. Reports (2) 7.1. Parts Sales Report (2) Click [Excel] button for download Parts Sales By Order Data and PO# 5. Click PO Number for displaying PO detail. 6. After 5 th step, PO detail screen will be appeared 7. And you can download PO detail.

7. Reports (3) 7.2. Inventory Management Report (1) 1 2 1.

146 7. Reports (3) 7.2. Inventory Management Report (1) Select period which you want to see inventory report. 2. Click Model. 1) Then the model list will displayed and select model name which you want.

7. Reports (4) 7.2. Inventory Management Report (2) 3 4 5 3.

147 7. Reports (4) 7.2. Inventory Management Report (2) Click [Search] button after select model, then consumption information will be displayed with data and graphic. 4. Click [Excel] button for download consumption data. 5. Click {Parts Ordered] for detail information go to next page.

7. Reports (5) 7.2. Inventory Management Report (3) 6 7 8 6.

It is for PO information about the parts which you select on Step6. 8.

148 7. Reports (5) 7.2. Inventory Management Report (3) List of parts for model will displayed. And click Number of calls 7. It is for PO information about the parts which you select on Step6. 8. When click PO# on Step 7, the detail will be displayed. All data can be download by Excel file.

149 New Dealer Portal DOOBIZ Training Parts Sales 8. Parts Books 07/25/11

150 Contents 1. Access to DOOBIZ Portal 1.1. Access 1.2. Main Screen Description 1.3. Header Contents 1.4. Check IE Option for Access 1.5. Favorite Function on DOOBIZ 1.6. Main Contents Overview 2. Home 2.1. Q&A 2.2. Policies & Procedures 2.3. Announcement 2.4. Special Price Request 2.5. Dealer Communication Network 2.6. Doosan Elite Assurance Warranty 3. Products & Services 3.1. All Makes 3.2. Remanufactured Components 3.3. Component Analysis Program 3.4. Doosan GPS 3.5. Doosan Apparel and Gear 3.6. Doosan Merchandise 3.7. Dealer Stocking Program 4. Parts Order 4.1. Parts Order 4.2. Order History 4.3. Back Order 4.4. Order Detail 4.5. Pending Shipment 4.6. Saved Quotes 4.7. Un submitted Orders 5. Returns 5.1. Return List 5.2. Return Request 6. Statements & Invoices 6.1. Invoice List 6.2. Statement of Account 7. Reports 7.1. Parts Sales Report 7.2. Inventory Management Report 8. Parts Books 8.1. Parts Book 8.2. Parts Bulletin

151 8. Parts Books (1) 8.1. Parts Books 1 1. Click Parts Book, then GPES window will be displayed. 2. Please refer to GPES manual. 2

152 8. Parts Books (2) 8.2. Parts Bulletin 1 1. Click Parts Bulletin, then Parts Bulletin List in GPES window will be displayed. 2. Please refer to GPES manual. 2

Click the X in the upper right of your browser window to exit this course and return to Doosan University. Thank you for participating in Doosan s training program.

153 Click the X in the upper right of your browser window to exit this course and return to Doosan University. Thank you for participating in Doosan s training program. Should you have any questions concerning the technical functionality of this course, please contact: CEQ_Training@doosan.com Should you have any questions regarding the content of this course, contact the appropriate Doosan Department. Parts: Michael Stanley michael.stanley@doosan.com 152

New BoundTree.com User Guide Fall Version 6

New BoundTree.com User Guide Fall 2016 Version 6 Table of Contents Overview Navigating the Home Page Creating an Account Logging into an Existing Account Forgot Your Password? Reviewing Your Account Editing