Online Account Manual

Transcription

1 FACTURING QUALITY SERVICE MANUFACTURING QUALITY SERVICE MANUFACTURING QUALITY SERVICE MANUFACTURIN Online Account Manual dixonvalve.com Customer Service: August 2017

2 Table of Contents Online Accounts...3 Set up Sub Account...4 Cloned Account...5 Account Maintenance Account Information...6 Change Password...7 Shipping Address...8 Access Online Account...9 Access Cloned Account...10 Ordering Check Stock Place An Order Quick Orders...15 Upload Orders...16 View Orders & Invoices...17 New Product Request...18 Return Goods Authorization (RGA)

3 Online Accounts Distributor Account With a quick login, Distributor Accounts have access to downloads, interactive resources plus purchasing features below. account information (name, address, password and shipping address) new product request form return goods authorization sub accounts electronic data interchange (EDI) dashboard my cart (place orders) Sub Account Distributors with several locations may create one or more Sub Accounts. Sub Account user access is assigned by a Master Account Holder. Sub Account users may be able to check stock status, place an order and/or view orders. For instructions go to Setup: Sub Account (see pg. 4). Cloned Account Distributors with more than one Dixon account number AND at least one Sub Account may prefer to give a Sub Account user the ability to move between multiple Dixon account numbers. Saving time with linked account access. For instructions go to Setup: Cloned Account (see pg. 5). Notice When an account holder leaves the company it is the distributor s responsibilty to advertising@ dixonvalve.com to turn off Dixon Online Account access. 3

4 Setup: Sub Account Master Account Holder A Distributor Account user who creates one or more Sub Accounts is designated as the Master Account Holder. The Master Account Holder has the responsibility to set up, maintain and assign account features for Sub Accounts. Dixon can not create a Sub Account. When an account holder leaves the company it is the customers responsibilty to send an to advertising@dixonvalve.com to turn off all account access. 1. Visit dixonvalve.com and click Log in (top right corner of the screen). Enter address and password to log into the account. 2. In the menu at the top right of the screen, click on My account. 3. Under the heading My Account, click Sub Accounts. 4. Click to + Create A Sub Account. 5. Enter contact information to Add Sub Account user. Sub Account Name may be used to assign a nickname to the account. Fields marked with an asterisk (*) are required. 6. Click the box to assign a feature to this Sub Account: Check stock status: review stock status by Dixon location. Place an order: access My Cart, place order, upload order and use quick orders. View orders: search open/closed orders, view orders/invoices/pos and track UPS shipments Admin Priviledges: do everything the Distributor/Master Account Holder can do. Important: Sub Account users must be assigned Admin Priviledges in order to create other Sub Accounts. Sub Account users without Admin Priviledges can not create other Sub Accounts. 7. If the mailing address is different than the shipping address, select the check box and enter the mailing address in the boxes opening below. 8. Verify the Dixon Account Number is correct. Each user may be assigned access to specific accounts. 9. Click Create new account. 10. Advise the new Sub Account user to look for an from Dixon Valve inviting them to change password. The user must click on the link, opening dixonvalve.com, and follow the instructions. 11. Advise the user to write down the username ( address) and password as a reminder. The Sub Account is now active. The Sub Account user may access all resources offered on dixonvalve.com as assigned by the Master Account Holder. 4

5 Setup: Cloned Account Distributors, Master Account Holders and Sub Account users can not create a Cloned Account. Cloned Accounts are only created by Dixon. Distributor Account 1. Send an to advertising@dixonvalve.com with a request to create a cloned account. 2. Dixon will attach one or more account numbers to the account of your choice and notify the Distributor the account has been cloned by within 1 business day. The cloned account is now ready to use. Sub Account 1. Master Account Holder will visit dixonvalve.com and click Log in (top right corner of the screen). Enter the address and password to log into the account. 2. In the menu at the top right of the screen, click My account. 3. Under the heading My Account, click Sub Accounts. 4. Access to Cloned Accounts is granted individually for each Sub Account user. Click on the Sub Account users name to open the account information for that user. 5. Move down the page to the Dixon Account Number. 6. Click Add Account Number. 7. Dixon account numbers appear in numerical order. Use the first number that appears or use the drop down menu to select a different account. 8. Click Add Account Number again to save the choice. 9. Add additional accounts by repeating Steps 6-8. To change the order in which the account numbers appear, click and hold the number up or down in the list. to move a 10. Click Save. The Cloned Account is now ready to use. See Access Cloned Accounts page 10 for more guidance. Sub Account users may access Cloned Accounts without Admin Privileges. The Master Account Holder is required to assign Admin Privileges to a Sub Account user before they can assign Cloned Account access to other Sub Account users. 5

6 Account Maintenance: Account Information 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. My Account is the Online Account users homepage. 6. Under the My Account column, click Account Information. 7. Update the account information. 8. After the changes are made, scroll to the page bottom and click to Save the changes. The account information is up to date. Note: The Dixon Account Number, Primary Branch and Branch fields can not be changed by an online account user. To make changes to these fields, or to connect (clone) additional accounts, send a request by to advertising@dixonvalve.com. 6

7 Account Maintenance: Change Password 1. Users are required to have the current password and before the password may be changed. 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. My Account is the Online Account users homepage. 6. Under the My Account column, click Change Password. 7. Type in the current password. 8. Type the new password and confirm the new password. Both the Password and Confirm Password fields must match exactly. Write down the username and password to help remember. 9. Click to Save the new password. The password has been changed. Forgot Password Users are required to have the address, and access to the account, to reset a lost password. On the login page, click Forget your password and enter the for the account to send password reset instructions to that address. If you no longer have access to the address attached to the account, send an to advertising@dixonvalve.com for assistance. 7

8 Account Maintenance: Shipping Address 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. My Account is the Online Account users homepage. 6. Under the My Account column, click My Shipping Addresses. 7. To enter a new shipping address, click Add a New Address. 8. Type in contact information for the new address. Fields marked with an asterisk (*) are required. Enter an Address Nickname to help identify this location among others (Example: "Main Office" or "Warehouse"). 9. To send all deliveries to the same location, click the box to Make Default. 10. At the page bottom click to Save the changes and return to My Shipping Addresses. 11. Click [+] to expand and review the new address for accuracy. 12. From My Shipping Addresses users may also choose a new default location, edit contact information and delete old addresses. The new shipping address is ready to use. 8

9 Access Online Account 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. My Account is the Online Account users homepage. 9

10 Access Cloned Accounts 1. Visit dixonvalve.com and click Log in (top right corner of the screen). Enter the address and password to log into the account. 2. The top right corner of the screen has two new options for Cloned Account users. The box at left is a list of Dixon account numbers to which the user has been granted access. The "Switch" box at right is used to switch accounts. 3. Click in the drop down menu to choose a different account. 4. Click Switch to change to that account. 5. The change is confirmed on screen as "Switched to Dixon Account..." 6. Repeat steps 3 and 4 to access a different Cloned Account. Both, original and cloned account, are accessible. 10

11 Check Stock 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. My Account is the Online Account users homepage. 6. Under the Orders column click Check Stock. 7. Type one part number in the box below Part Number. (One part number per box.) To check stock on multiple part numbers at one time, click Add 1 more row to create additional fields should more space be needed. 8. Type the number of pieces in the box below Quantity. 9. When finished, click Check Stock at the bottom of the screen to view all locations where items are available. The screen will change to show progress of the request. (Example: "Completed 1 of 1" below shows the stock check for the first of the one part requested has been completed.) Stock check results include: primary branch location part number quantity requested description list price net price availability: Dixon locations where stock is available Full Quantity Available = 100% of the quantity requested is available If less than 100% is available, the dsiplay will show the maximum number available and options to: check additional stock add to cart and add all items to cart view cart The stock check is complete. Each stock check provides real-time results. To change the part number, adjust quantity or perform another check, click Check Additional Stock to return and refresh the screen. 11

12 Check Stock (continued) Continue the purchase process from Check Stock results. Click View Cart to see all items currently in My Cart. 1. Place additional items to the cart by typing the part number and quantity under Enter a part number and quantity. Type in one part number and quantity at a time and click Add to Cart. The new part number will appear below as Items in My Cart. 2. Items in My Cart displays items with the part number, picture, description, list price, net price, quantity, subtotal and availabilty. Go to the product page by clicking the part number. To change the quantity (and the Subtotal), type a new quantity in the box under Quantity. Important: Click Update underneath to update the Subtotal and save the new quantity. Click Branches to see which locations have the item in stock. 3. Click Continue Shopping to return to Check Stock. 4. Repeat as needed until all items are in My Cart. 5. To remove an unwanted item from My Cart, click under Remove or click above to Remove All. 6. When finished shopping, click Proceed to Checkout. 12

13 Place An Order 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. Choose to place an order on a Product Page or My Cart. Product Page Add products to My Cart from any product page. 1. In the menu at right, type in the number of products in the box next to Quantity 2. Click Add to Cart. 3. Click View My Cart to view items in the cart. My Cart Use My Cart to review products in the order and to add products directly to the order. There are several ways to open My Cart: Next to My Account at the top right of every screen click My Cart. On My Account, Under the Orders column click My Cart/Place an Order. In Check Stock, click View Cart. In Quick Orders, click View Cart. 1. In My Cart, type in the part number and quantity, one at a time, and click Add to Cart. The products will appear as Items in My Cart. 2. Items in My Cart displays the items with the part number, picture, description, list price, net price, quantity, subtotal and availabilty. Click the part number and return to a product page. To change the quantity (and the Subtotal), type a new quantity in the box under Quantity. Important: Click Update underneath to update the Subtotal and save the new quantity. Click Branches to see which locations have the item in stock. 3. Return to the previous screen by clicking Continue Shopping. 4. Repeat as needed until all items are in My Cart. 5. To remove an unwanted item from My Cart, click under Remove or click above to Remove All. 6. When finished shopping, click Proceed to Checkout. Users may also add to cart through the Check Stock and Quick Orders features. 13

14 Place an Order 7. At Checkout, users may choose to: 1. Select a saved shipping address. Click a radio button to select a destination. Click Continue to next step. 2. Edit a saved shipping address. Click Edit Address to make changes. Click Save to return to Checkout. Click Continue to next step. 3. Enter a new shipping address. Fields marked with an asterisk (*) are required Enter the new address. Click Continue to next step. 8. Order Options make it easy to direct incoming orders. Fields marked with an asterisk (*) are required. 1. Click on Please select a shipping method to choose how the order is delivered using the drop down menu. To use a Non-UPS carrier select Other and type the preferred carrier into Other Shipping Method box. 2. Click Ship from Branch to select the Dixon branch location from where the order will ship. 3. Click in the Purchase Order field and enter a PO number. 4. Use the optional fields for incoming delivery: attention, tag number and special instructions to help track and process the order upon delivery. 5. After all required fields are complete, click Verify your order at the bottom of the page or to make changes, click Go Back to return to Checkout. 9. Review order information and make sure everything is accurate. To edit the order: 1. Click on page in the menu at the top to return to a specific page: My Account, My Cart, Select Shipping Options, Verify Your Order. 2. Click Modify Shipping to return to the Shipping Address page. 3. Click Edit cart to return to My Cart. Easy Tip: Click the box to Add this order to my Quick Orders so re-orders are easy and fast. see 15 for guidance. 4. Once the order has been reviewed, click Place Your Order at the bottom of the page. 5. If this order will be used for future purchases, users can add it to your Quick Orders by checking the box at the bottom left. Checkout complete. The order has been placed. Thank you! 14

15 Quick Orders 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. Quick Orders are the easy way to repeat any order already placed. Any order can be a Quick Order when the order is saved. The first time the order is placed, click the box to Add this order to my Quick Orders. The order is saved as a Quick Order. To view saved orders, click My Account and then click Quick Orders. OR open Quick Orders from My Cart/Place an Order and View Orders & Invoices. In Quick Orders, click the words to: Add all orders to cart - Add all orders at once and proceed directly to My Cart. Edit Order - Type in Part Number and Quantity to add items to a saved order. Delete - Remove the entire order. A window will appear at the top of the screen to ask again if you want to Delete Quick Order? Click OK to delete or Cancel to return to Quick Orders. Add to Cart - Add this order to the cart. Click the button below to View Cart. Buy Now - Add the selected order to My Cart and go directly to Checkout. View Cart - Go directly to My Cart without adding/changing/deleting an order. 15

16 Upload Orders 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. Orders may be uploaded in spreadsheet format to expedite processing. 5. Click Upload an Order. 6. Files are accepted in two file formats: CSV and.xlsx. File size must be less than 1 MB. 7. To ensure the order is submitted properly, please use the templates provided. Click CSV Template or XLSX Template to open a spreadsheet with prepared column headings. If using your own file, columns must be labled as "Part Number" and "Quantity". 8. Type in one part number and the quantity for each product. Use one row per product. 9. Save the file on the computer. 10. Click Browse to locate the file. 11. Click Open to select the file. 12. Click Add Order to Cart to open My Cart where part numbers and quantity have been loaded from the file. OR Click Buy Now to proceed to Checkout. The order has been successfuly uploaded. 16

17 View Orders & Invoices 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. Click View Your Orders. View Your Orders & Invoices automatically opens with Open Orders. Results are listed by: Order # Purchase Order # Order Date Click on any heading to sort by alpha/numeric. To search for a purchase order by PO number, type the number in the box below PO Number and click Search. This is not an invoice or confirmation the order has been shipped. Repeat as needed or click Clear to empty the PO Number field and return to Open Orders. Click Closed Orders to view closed orders. Results are listed by: Order # Invoice # Purchase Order # Tracking # Order Date Invoice Date Click on any heading to sort by alpha/numeric. To search by Invoice # or PO #, enter the number and click Search. Repeat as needed or click Clear to empty the PO Number field and return to Open Orders. Save any open or closed order for the future by clicking Add to Quick Orders. A pop-up window will prompt users to create a unique name for the quick order and add notes. Upon completion, click Save. A brief confirmation will appear after the order has been saved to Quick Orders. Click the X to close the window. To learn how to view/edit/add Quick Orders see page 15. To print any open order, closed order or invoice click. Track any UPS order by clicking the number listed in the Tracking # column. Users will be redirected to the UPS tracking website where the order s dleivery status will appear automatically. 17

18 New Product Request 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. My Account is the Online Account users homepage. 6. Under the My Account column, click New Product Request Form which will open the DVCC - Idea Generation System. 7. Click in each box to type a response. Fields marked with an asterisk (*) are required. 8. Upload a file attachment to help illustrate or further explain the request. 9. Click the check box to receive a copy of the submitted responses. 10. Click Submit. Responses will be reviewed by Dixon Innovation Center. 18

19 Return Goods Authorization (RGA) 2. In the top right corner of the screen, click Log in, to open the Log in page. 3. Type in the user address and password. 5. My Account is the Online Account users homepage. 6. Under the My Account column, click Return Goods Authorization. 7. Users program will open a new pre-addressed to dixonrga@dixonvalve.com. 8. In the body of the type the following information: Purchase order number Invoice number (if available) Part number(s) and quantity Reason for RGA Requestor contact information 9. Click to Send the . The Return Goods Authorization has been requested. A response will be sent to by within one business day. Submittal of information does not guarantee an RGA. 19

20 Dixon, founded in 1916, is a premier manufacturer and supplier of hose couplings, valves, dry-disconnects, swivels, and other fluid transfer and control products. The company s global reach includes a wide range of products for numerous industries including petroleum exploration, refining, transportation, chemical processing, food & beverage, steel, fire protection, construction, mining and manufacturing. Dixon s strategic objective is to create solutions that make products safer, leak-free, longer lasting, and always available. dixonvalve.com Customer Service: Dixon Valve 800 High Street, Chestertown, MD ph: fx: dixonvalve.com dixonvalve.com Dixon customer service 2017 DVCC LOGINMANUAL817VS4