Acer Sales & Services Sdn Bhd. Partner Portal. FAQ frequent ask question. Information Services Department P a g e

Transcription

1 Acer Sales & Services Sdn Bhd Partner Portal FAQ frequent ask question Information Services Department P a g e

2 Copyright All information or material ("Materials") contained on portal/website are provided by Acer Sales & Services Sdn Bhd or other original creators. You are authorized to use, download, copy and distribute documents and related graphics on this website in accordance with the terms of your contract with Acer Sales & Services Sdn Bhd. If you do not have a current contract directly with Acer Sales & Services Sdn Bhd, you are authorized to use such documents and related graphics only for your personal, noncommercial use (provided that all copyright and other proprietary notices are retained), and you may not reproduce, display, distribute or otherwise use them for any commercial purpose unless you receive specific written permission from Acer Sales & Services Sdn Bhd. Disclaimer Acer Sales & Services Sdn Bhd makes no representations on the accuracy or suitability of the information included on this portal/website for any purpose and makes no commitment to update the information. THIS INFORMATION IS PROVIDED "AS IS" AND ACER SALES & SERVICES SDN BHD DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT OF INTELLECTUAL PROPERTY. Acer Sales & Services Sdn Bhd. reserves the right to make any changes on this portal/website or the products and/or the programs described at any time without notice. Applicable law may not allow the exclusion of implied warranties, so the above exclusion may not apply to you. Limitation of Liability IN NO EVENT SHALL ACER SALES & SERVICES SDN BHD OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, SPECIAL, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER, INCLUDING LOSS OF PROFITS OR DATA, IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS WEBSITE, ANY WEBSITE LINKS TO THIS WEBSITE OR THE MATERIALS OR INFORMATION CONTAINED AT ANY OR ALL SUCH WEBSITES, WHETHER IN AN ACTION IN CONTRACT OR TORT, EVEN IF ACER SALES & SERVICES SDN BHD HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. APPLICABLE LAW MAY NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, SO THE ABOVE LIMITATIONS AND EXCLUSIONS MAY NOT APPLY TO YOU. 2 P a g e

3 Table of Contents A1: [Product Incentive] How to view / download incentive claim?... 4 A2: [Sales Incentive] How to view / download incentive claim?... 6 A3: [Tax Invoice] Where to check GST amount? A4: [Tax Invoice Update] How to submit claim online? A5: [Tax Invoice Payment] Caused of payment delayed B1: [E-Agreement] Preview/print of eagreement? B2: [E-Agreement] e-signing process B3: [E-Agreement] Parent-child setting add, or remove (require notification from account manager) C1: How to submit rebate claims online? C2: How to check rebate claims status? D1: [Inventory] Weekly Channel Inventory upload (Manual) process D2: [Inventory] Weekly Channel Inventory upload (System) process D3: [Inventory] Weekly Channel Inventory upload status check D4: [Inventory] Current week Channel Inventory upload data verification D5: [Inventory] Channel Inventory Inquiry E1: [Product Incentive] Claim-Serial No submission manual one to one entry E2: [Product Incentive] Claim-Serial No submission via excel upload E3: [Product Incentive] Image upload FAQ P a g e

4 A1: [Product Incentive] How to view / download incentive claim? I Reference Screen Remarks D 1 Logon to Partner portal 2 a. b. 3 a. Select Campaign b. Click 4 P a g e

5 4 a. Select Claim RefNo b. Click 5 Open the pdf download file to check claim amount Total Approved Amount (without GST) 5 P a g e

6 A2: [Sales Incentive] How to view / download incentive claim? ID Reference Screen Remarks 1 Logon to Partner portal 2 c. d. 3 c. Select Campaign d. Click 6 P a g e

7 4a a. Select Year & Quarter b. Click 7 P a g e

8 4b If the incentive claim is not finalize (the program end date is not reach, or program had not finalize by Acer (around 15 working days after end of quarter), system will prompt this alert message. 8 P a g e

9 5 Open the pdf download file to check claim amount Net Incentive Payable (without GST) 9 P a g e

10 A3: [Tax Invoice] Where to check GST amount? ID Reference Screen Remarks 1 Logon to Partner portal 2 a. b. Or Or a. Click from Quick Links 10 P a g e

11 3 a. Select the incentive type for this submission. b. Click to proceed. 4a Click for matching Claim Refno (the claim that you intend to view) 11 P a g e

12 4b Verify: a. Company Name (Payee Name) b. Partner GST Number (if applicable) c. Bank & Account No Any mismatch, please inform Account Manager, or Acer Finance. Prepare Invoice, or Tax Invoice as reference to: d. Claim Amount (without GST) e. GST Amount f. Total Amount (d + e) 12 P a g e

13 **For Sales Incentive ID Reference Screen Remarks 5a 5b Click for matching Campaign, Year and Qtr (the claim that you intend to view) a. Click b. Click 13 P a g e

14 5c i. Select ii. Select, system will display related claim information. 14 P a g e

15 5d Verify: a. Company Name (Payee Name) b. Partner GST Number (if applicable) c. Bank & Account No Any mismatch, please inform Account Manager, or Acer Finance. Prepare Invoice, or Tax Invoice as reference to: d. Incentive Amount (without GST) e. GST Amount f. Total Amount (d + e) 15 P a g e

16 A4: [Tax Invoice Update] How to submit claim online? ID Reference Screen Remarks 1 Logon to Partner portal 2 a. b. Or Or Click Links from Quick 16 P a g e

17 3 a. Select the incentive type for this submission. b. Click to proceed. 4a Click for matching Claim Refno (the claim that you intend to view, or proceed with update) 17 P a g e

18 4b a. Verify the content display on the screen b. Click to check claim details. c. Fill-in d. Check e. Upload Partner s Tax Invoice (pdf file f. Click to submit, or to remove the entry 5 Forward hardcopy of Partner s Tax Invoice to Acer HQ, by Hand or by Post. 4 a. Select Update b. Select Invoice / Tax Update 18 P a g e

19 **For Sales Incentive ID Reference Screen Remarks 4a Click for matching Campaign, Year and Qtr (the claim that you intend to view) 4b i. Click ii. Click 19 P a g e

20 4c i. Select ii. Select, system will display related claim information. 20 P a g e

21 4d i. Verify the content display on the screen ii. Fill-in iii. Check (if require!) iv. Upload Partner s Tax Invoice (pdf file v. Click to submit, or to remove the entry 21 P a g e

22 A5: [Tax Invoice Payment] Caused of payment delayed ID System view Tax Invoice (physical paper/hard copy) 1 2 Matching Invoice No. # is require! 3 Invoice No. with any character mismatch, will reject by Finance/Account 4 Invoice No. & Date are not fill, will reject by Finance/Account Invoice Date mismatch, will reject by Finance/Account ** Invoice Date refer to Invoice Issue Date, NOT submission or system entry. 22 P a g e

23 5 If Tax Invoice generated by partner had rounding mechanism build in (system generated tax invoice), please update with rounding. Adjustment Amount not match Invoice Total Amount, will reject by Finance/Account 23 P a g e

24 B1: [E-Agreement] Preview/print of eagreement? ID Reference Screen Remarks 1 Logon to Partner portal 2 Click 3 If system prompt this, means no eagreement generated for the logon company. 4 5 If system prompt this, means eagreement generated but pending for esigning process. *.pdf file link, system will download pdf file. You may download file to open to view/print. 24 P a g e

25 B2: [E-Agreement] e-signing process ID Reference Screen Remarks 1 Logon to Partner portal 2 Click 3 Click to preview eagreement contents 25 P a g e

26 4 System will display eagreement in pdf file format. Scroll to view the content. 26 P a g e

27 5 Close the pdf file, system will had eagreement preview screen. Scroll down to the end of file for next action. 27 P a g e

28 6 7 to view the contents. Go thru the contents, click to close this windows. 28 P a g e

29 8 a. Click, system will prompt this message. b. Click to continue. 9 a. Click to confirm the contents b. Click to proceed with esigning, move on to step 10. Or click to cancel esigning action. 29 P a g e

30 10 Partner representative for esigning PIC, will received SMS for OTP password. DO NOT REPLY to this number!!! Partner representative for esigning PIC, mobile no. will [ green ] if the number is wrong, please contact ACER to update the mobile no. Please hold on for 2 minutes, wait for SMS from a. Fill-in OTP = b. click to confirm, or click to abort signing process. 12 Signed agreement will have pdf file generated. You may pdf file link to download signed agreement & open the download file to print/preview. 30 P a g e

31 13 Signed agreement will have the footer which printed verified by <Acer>, signed by <Partner> 31 P a g e

32 B3: [E-Agreement] Parent-child setting add, or remove (require notification from account manager) ID Reference Screen Remarks 1 Logon to Partner portal 2 Click 3 4 a. Fill in child company name (subsidiary). b. Click to remove the data without save. c. Click, system will prompt additional screen. 32 P a g e

33 5 a. Child Customer Name will be added. b. Click to download agreement Schedule C - *.pdf c. Click to remove child company name d. Click to save and exit 6 a. Fill up the form with the correct details & format. b. 7 a. 33 P a g e

34 8 a. Select the child form file that have been complete fill up. b. Once file have been select, to upload the file. 9 a. One message will prompt when the child information has been successfully saved. b. c. 34 P a g e

35 10 a. New agreement can be generate. b. c. Agreement page will appear. 35 P a g e

36 11 System will display eagreement in pdf file format. Scroll to view the content. 36 P a g e

37 12 Close the pdf file, system will had eagreement preview screen. Scroll down to the end of file for next action. 37 P a g e

38 13 14 to view the contents. Go thru the contents, click to close this windows. 38 P a g e

39 15 c. Click, system will prompt this message. d. Click to continue. 16 a. Click to confirm the contents b. Click to proceed with esigning, move on to step 17. Or click to cancel esigning action. 39 P a g e

40 17 Partner representative for esigning PIC, will received SMS for OTP password. DO NOT REPLY to this number!!! Partner representative for esigning PIC, mobile no. will [green] if the number is wrong, please contact ACER to update the mobile no. Please hold on for 2 minutes, wait for SMS from a. Fill-in OTP = b. click to confirm, or click to abort signing process. 40 P a g e

41 C1: How to submit rebate claims online? ID Reference Screen Remarks 1 Logon to Partner portal 2 a. b. 3 a. b. Select c. Fill-in d. Click 41 P a g e

42 C2: How to check rebate claims status? ID Reference Screen Remarks 1 Logon to Partner portal 2 a. b. 3 a. b. 4 a. Select, system will display all claims under this program. 42 P a g e

43 D1: [Inventory] Weekly Channel Inventory upload (Manual) process Weekly upload is refer to last week ACER stock movement. You may use the download template as a guide to capture the quantity (use column A B C D as guide) Once you had summarized the movement (8 th (Monday) till 13 th (Sunday)), you may proceed with manual upload with 2 working days (14 th (Monday) & 15 th (Tuesday)) ID Reference Screen Remarks 1 Logon to Partner portal P a g e

44 4 a. b. Download template excel file 44 P a g e

45 5 a. Save the file to local folder b. Columns A B C D E F G H are for references. Columns E F G H, refer to previous week channel inventory uploaded data. c. Update columns I J K L I = on hand quantity as at Sunday (last week) inventory count J = total sales quantity for last week shop lot + online store) K = total sales quantity for last week online store ONLY) L = total buy-in/purchase for last week (purchase order to ACER, or DISTY) d. Save the file 6 a. Click b. Select the last updated file (refer to step.5) c. Click to complete the process. 45 P a g e

46 D2: [Inventory] Weekly Channel Inventory upload (System) process ID Reference Screen Remarks 1 Logon to Partner portal P a g e

47 4 a. to download template excel file for upload process. b. to download ACER product file with part no. 47 P a g e

48 5 a. Save the file to local folder b. Update all columns A = ACER part number, refer to Qty columns MUST fill up with 0 or > 0, numeric ONLY.. Part Number column must be match for both file. B = on hand quantity as at Sunday (last week) inventory count C = total sales quantity for last week shop lot + online store) D = total sales quantity for last week online store ONLY) E = total buy-in/purchase for last week (purchase order to ACER, or DISTY) c. Save the file Reference file to obtain part no. 6 a. Click b. Select the last updated file (refer to step.5) c. Click to complete the process. 48 P a g e

49 D3: [Inventory] Weekly Channel Inventory upload status check ID Reference Screen Remarks 1 Logon to Partner portal a. Select and, or b. Click 49 P a g e

50 5 System will display upload log as above. ** will be indicator for incentive channel inventory upload count. Yes = failed to submit on time, refer as exclude from the count. ** is Monday & Tuesday. Qualified for incentive count, system will display Exceed Timeline = No ** is Wednesday till Sunday. NOT qualified for incentive count, system will display weekday in red and Exceed Timeline = Yes ** Agreement Schedule A for GSP partner had capture the criteria for incentive count for this area. 50 P a g e

51 D4: [Inventory] Current week Channel Inventory upload data verification ID Reference Screen Remarks 1 Logon to Partner portal P a g e

52 4 System will had 2 reports enable for this option, default report is On Hand Qty. Which indicate quantity on hand by Product Type and Branch. 52 P a g e

53 5 Another report is Sell Out Qty. Which indicate quantity sold by Product Type and Branch. 53 P a g e

54 D5: [Inventory] Channel Inventory Inquiry ID Reference Screen Remarks 1 Logon to Partner portal P a g e

55 4 a. Fill-in, or click to b. Fill-in, or c. Select d. Click to proceed, and to clear all filter/criteria 55 P a g e

56 5 System will generate listing as attach. 56 P a g e

57 E1: [Product Incentive] Claim-Serial No submission manual one to one entry ID Reference Screen Remarks 1 Logon to Partner portal 2 a. b. 3 a. b., select ** Note: claim submission is only applicable for i. Status = Open or Re- Open ii. Submission <> Fully Submitted Please having the practice to submit claim within the promotion period. 57 P a g e

58 4 a. Check, ensure Product Model is display b. Ref No. 5 a. Fill-in b. 6 a. Select for manual serial no. entry process b. 58 P a g e

59 7 a. Fill in b. Fill in c. 8 System will display the submitted product info. If the entry is wrong, click remove. to If the entry is valid, 59 P a g e

60 9 a. b. c. 9a. data, do not save. to clear the 60 P a g e

61 9b to save, but not submit (not confirm the claim details) from this step to discontinue this step to confirm System will prompt warning message 61 P a g e

62 9c from this step to discontinue this step to confirm System will prompt warning message 62 P a g e

63 E2: [Product Incentive] Claim-Serial No submission via excel upload ID Reference Screen Remarks 1 Logon to Partner portal 2 a. b. 3 a. b., select ** Note: claim submission is only applicable for iii. Status = Open or Re- Open iv. Submission <> Fully Submitted Please having the practice to submit claim within the promotion period. 63 P a g e

64 4 a. Check, ensure Product Model is display b. Ref No. 5 a. Fill-in b. 6 a. Select for multiple/bulk serial no. excel file upload process b. 64 P a g e

65 7 8 to download excel file template 9 a. b. 65 P a g e

66 10 Fill in Serial Number and SN ID Save the file as refer to recommendation prompted on screen. upload file. to select the 66 P a g e

67 13 a. Select the file from storage path. b P a g e

68 15 a. b. c. 15a data, do not save. to clear the 68 P a g e

69 15b to save, but not submit (not confirm the claim details) from this step to discontinue this step to confirm System will prompt warning message 69 P a g e

70 15c from this step to discontinue this step to confirm System will prompt warning message 70 P a g e

71 E3: [Product Incentive] Image upload ID Reference Screen Remarks 1 Logon to Partner portal 2 a. b. 3 4 a. Fill in b. 71 P a g e

72 5 a. Select upload file type, zipped file or image - b. to select the upload file. c. to remove the uploaded file d. to enable upload process 72 P a g e

73 FAQ ID Issue Recommendation 1 Partner representative for esigning PIC, mobile no. is not ACM. Please contact Branch Manager/Branch Admin setup mobile ACM 73 P a g e

74 2 Encounter issue with GSM, click to ignore the process. Logout and try again later after 10 minutes. 74 P a g e

75 3 B2B order with auto SO generation (MfgPro) ID Stakeholder AFS MfgPro ACM Partner Portal 1 Finance Create Customer Code 2 Account Manager, AE Next working day check Customer Code. May start place order. Update ACM - Disty details: AMA ERP Code. Update ACM Contact details: Enable access for view order 3 Authorized Dealer 4 Account Manager, AE SO will be auto generated after one hour. Inform partner B2B order is enable Create B2B order 75 P a g e