A Distributor Services Site Features and FAQ s

Transcription

1 A Distributor Services Site Features and FAQ s October 2015 Rev 2.12

2 Table of Contents Registering/Logging in Page 3 Services Available after Logging In Page 4-5 Frequently Asked Questions Page 6 Log In As a returning user, how do I LOG IN the new Panduit distributor services? Page 6 As a new user, how do I register for Panduit distributor services? Page 6 How do I change my address on Panduit.com? Page 6 How do I request access to one of my Panduit accounts? Page 6 If I have access to multiple Panduit accounts, can I select one as my default? Page 7 If I have access to multiple Panduit accounts, how do I switch between them? Page 7 Administrator What is an Administrator? Page 7 As the Administrator, can I manually grant access to someone? Page 7 Can a company have more than one Administrator? Page 7 As the Administrator can I reset a user s Password Page 7 As the Administrator, how do I give someone access to an account? Page 7 As the administrator, how do I delete access or services for someone? Page 8 As the administrator, how can I reactivate a user? Page 8 As the administrator can I export all user information Page 8 When I try to approve an account request (as the admin), I received the following error message Page 8 What if my administrator is not available, has left the company, or no longer wants to be the administrator? Page 9 How do I know who my administrator is? Page 9 Services How do I find a specific account if I have multiple assigned to me? Page 9 How do I use Stock/Price Check? Page 9 How do I find a complete part number if I only have a partial? Page 10 How do I see product details and related documents in the Check Stock/Price screen? Page 10 How do I place an order? Page 10 How do I expedite my order? Page 10 Can an Online order be saved to view/finish at a later time? Page 10 What is My Favorites? Page 10 How do I create a My Favorites list? Page 11 How do I add parts to My Favorites? Page 11 What is Bill of Materials (BOM)? Page 11 How do I create a Bill of Materials (BOM)? Page 11 How do I add parts to a Bill of Materials (BOM)? Page 11 Where do I view and/or create My Favorites and Bill of Materials (BOM)? Page 11 If I create a My Favorites and Bill of Materials (BOM), who can see/access it? Page 11 How do I search for an order and see the order details? Page 11 I m reviwing my Order / Return, looking at the Status, what do they mean? Page 12 Can I track a shipment? Page 12 What types of documents are available on Page 12 How do I generate order documents? Page 12 How do I search for an invoice? Page 13 How long does it take for an invoice to be visible on Page 13 Miscellaneous Does the website time out? Page 13 What is Net Distributor cost & Extended Price? Page 13 How do I find the minimum order quantity on a specific part number? Page 14 How do I change the language setting on my view? Page 14 How do I find a competitor cross reference, Mil Spec, or UPC number? Page 14 How can a view be modified? Page 14 What do I do if my Services are shown on the Right side of the screen? Page 15 How do I register for Distributor training? Page 15 How do I Extract my Panduit price file Page 15

3 Registering/Logging In Use the REGISTER/LOG IN option at the top of Panduit.com to get started. From the Panduit home page, click REGISTER/LOG IN Clicking this option will take you to the next screen (see below) where you can LOG IN using your username (full address) and password (already setup) or start a new registration process to create an account. Existing users, simply enter your full address and password, and then click LOGIN. Click Register to start the process of signing up as a new user. 3 P a g e

4 Services Available after Logging in There are several options available in the portal once the user has logged in. All options are accessible from the left hand navigation Site features on the Left Toolbar (Subject to services you have access to) 1. My Panduit Home page for all distributor services 2. Orders Allows the user to search for Invoices, Orders, or Online orders (orders you created through Stock Price Check, Bill of Materials, or My Favorites) 4 P a g e

5 3. Stock Price Check Check current price and availability on all parts (use this to create an online order into stock only) 4. Special Pricing This is not available at this time 5. BMECAT Sequence This is not available at this time 6. Worklist (Viewable by Administrator only) Open requests for account approvals that are pending with the administrator. This is where the administrator will approve access to accounts and services for the user. 7. Misc. Services View previous Requests & Submit new requests such as Return Authorizations, Credit Requests, and Merchandise Items 8. My Profile View & update your profile including requesting access to accounts 9. User Management (Viewable by Administrator only) Administrators can view and maintain all accounts & users that they manage 10. Log Out 5 P a g e

6 Frequently Asked Questions LOG IN 1. As a returning user, how do I LOG IN the new Panduit distributor services? Go to go to Register/LOG IN in the upper right-hand corner and LOG IN using your address and current password. If you don t remember your password, click Forgot Password. You will receive an with instructions on how to reset your password. NOTE: If you were sharing a username and password in Pan Serve, you will need to register as a new user. 2. As a new user, how do I register for Panduit distributor services? Go to go to Register/ LOG IN in the upper right-hand corner, and click register, complete the form to register for a Panduit Account, accept the Panduit Privacy Policy (at the bottom of the screen) by clicking in the box with the *, and click submit. Your request will be routed to the administrator of that account. You will receive an advising you that your request was sent to the account administrator with their name and address. If there is no administrator, you will be given administrator responsibilities for that account and your request will be sent to Panduit for processing. You will receive an advising you when your request has been approved. Click on the link sent in the to complete the registration. 3. How do I change my address on Panduit.com? You will have to register as a new user and advise your company administrator to inactivate the address you no longer want to use. 4. How do I request access to one of my Panduit accounts? You will receive the following pop box review the information and click submit 6 P a g e

7 You will then receive this pop box click OK NOTES: If your request stays in Pending status that means you need to click save. When you log in, and you can only see My Panduit, My Profile, & Logout on the left navigation bar, that means that your account request has not yet been approved. Your request will be routed to the administrator of that account. You will receive an advising you that your request was sent to the account administrator with their name and address. If there is no administrator, you will be given administrator responsibilities for that account and your request will be sent to Panduit for processing. You will receive an advising you when your request has been approved. NOTE: There is no limit to the amount of accounts you can have access to. 5. If I have access to multiple Panduit accounts, can I select one as my default? All account numbers are listed in numeric order, from smallest to largest. Currently, there is no default option. 6. If I have access to multiple Panduit accounts, how do I switch between them? Click on in the upper right-hand corner next to the current account number you are in. A pop up box will open with a list of all of the accounts you have access to. Click on the desired account number. ADMINISTRATOR 7. What is an Administrator? The people who can add, edit, and inactivate users on your Panduit account. 8. As the administrator, can I manually grant access to someone? No, all users must register and request access to accounts using the registration process. 9. Can a company have more than one Administrator? Yes. There is no limit to the number of administrators per company. 10. As the Administrator can I reset a user s Password Yes, click on User Management, then click Manage Existing Users find the user whose password needs to be reset, click on that user and click reset password. You will enter a new password verify it and then advise the user of the new password no will be sent to the user 11. As the Administrator, how do I give someone access to an account? You will receive an notification requesting access to an account by an associate. 7 P a g e

8 If you don t receive an notification, check your junk and/or spam folder. Log into and go to your on the navigation tab, you will see all pending requests that were also ed to you for account access. Click on the word, and the request will open up. Click all services you would like to give access to the requestor. Note: Bmecat Distributor Request is only available in Europe. Click when finished. If access will not be granted, simply add any comments as to why the rejection in the section and click whichever option(s) you chose.. An will be automatically sent to the requestor with 12. As the administrator, how do I delete access or services for someone? Instead of deleting someone, you would inactivate their access. Go to your User Management tab click on Manage Existing Users; locate the user by populating the search fields and click. Click on the address to open their profile. Simply uncheck the active box next to the person s name you wish to remove. To remove services for a person, uncheck the services you no longer want them to have access to. 13. As the administrator, how can I reactivate a user? Go to your User Management tab click no Mange Existing Users, locate the user by populating the search fields, click. Click on the address to open their profile. Click the Active box and all the services you want to give them. Click Update to save changes. 14. As the administrator can I export all user information 15. When I try to approve an account request (as the admin), I received the following error message: What does this mean? 8 P a g e

9 This means the request was already approved for this account. Add comments in the comment field and reject the request. 16. What if my administrator is not available, has left the company, or no longer wants to be the administrator? A. If your administrator does not respond to your request within 3 business days, for any reason, your account approval request will be sent to Panduit for processing. B. If your administrator has left the company or no longer wants to be the administrator, please contact Panduit for us to inactivate them and assign a new administrator. 17. How do I know who my administrator is? When you requested account access, you will receive an within minutes advising you that your request has been sent to the administrator for approval. The administrator s address will be shown in the . SERVICES 18. How do I find a specific account if I have multiple assigned to me? Click in the search box and enter any data Example: partial account number or name or address 19. How do I use Stock Price Check? Enter the part number in the Product Number field. You can enter the part number with or without dashes, Mil Spec parts, or UPC numbers. Enter the desired quantity in the quantity field. Continue till all parts and quantities desired are entered. If you need additional lines click the ACTIONS button and click on Add More Lines and additional 10 lines will be added. Then click GO at the top or bottom of the screen. 9 P a g e

10 20. How do I find a complete part number if I only have a partial? Click Search Product, then click the Magnifying glass, change the item search to CONTAINS, enter as much of the part as you have and click search it will give you several options click the one you want and click exit 21. How do I see product details and related documents in the screen? Click on the Panduit part number in the Product # field. A new window will open with all of the product details and related documents. 22. How do I place an order? In the Stock Price Check, BOM, or My Favorites click Actions add to order. You will see a Confirmation box appear to review the order or return to the current screen. Once you have populated all required fields on the order form and click submit, it will be sent to Panduit for final processing. You can review an order not yet submitted by going to Orders on the left navigation bar and choose Online Orders. Orders are into stock only 23. How do I expedite my order? Go to Orders on the left navigation bar and choose Order Search to find your order. Click on the blue Panduit Order Number you wish to expedite. To expedite the entire order, click on Expedite Order in the header. To expedite a single line on the order, click on Expedite Line below the Estimated Ship Date field. 24. Can an online order be saved to view/finish at a later time? Yes. Once you ve created an order online, you can access it in the orders tab What is My Favorites? A list of parts you can store under a label which you can reference later. It can be used to create an order, add to BOM, check stock & price etc. 26. How do I create a My Favorites list? To create My Favorites, click on the shopping cart in the upper right hand corner and choose My Favorites. Click the drop down arrow next to MY FAVORITES and choose 10 P a g e

11 Create My Favorites. A box will open for you to name this list, and click Create. Now you are ready to add parts to your My Favorite list. 27. How do I add parts to My Favorites?? We offer two options: My Favorites must be created before you can add parts to it. See step above.) A. Enter your part in the Stock Price Check. Select the part by clicking in the box next to the part number, go to Actions and choose Add to My Favorites. B. From the product page at the part level you can select the add to Favorites icon. 28. What is Bill of Materials (BOM)? A list of parts you can store under a label which are related to a project. It can be used to check stock & price or create an order. 29. How do I create a Bill of Materials (BOM)? To create Bill of Materials, click on the shopping cart in the upper right hand corner and choose Bill of Materials. Click the drop down arrow next to Bill of Materials and choose Create Bill of Materials. A box will open for you to name this list, and click Create. Now you are ready to add parts to your Bill of Materials. 30. How do I add parts to a Bill of Materials (BOM)? We offer two options: (Bill of Materials must be Created before you can add parts to it. See step above) A. Enter your part in the Stock Price Check. Select the part by clicking in the box next to the part number, go to Actions and choose Add to Bill of Materials. B. From the product page at the part level you can select the add to BOM icon. 31. Where do I view and/or create My Favorites and Bill of Materials (BOM)? Click on the shopping cart in the top right hand corner and chose My Favorites or Bill of Materials. 32. If I create a My Favorites and Bill of Materials (BOM), who can see/access it? It can only be viewed or accessed by the person who created the list. 33. How do I search for an order and see the order details? Click on the tab, and click. The date range is set to the last 30 days. You can change the date to search for older orders. To refine your search for a specfic order, you can search by the following: 11 P a g e

12 Once you find the order you are interested in, click the Panduit Order number, which shows in blue font. The order details will open up. 34. I m reviewing my Order / Return, looking at the Status, what do they mean? 35. Can I track a shipment? After you ve done your order search, click on the arrow, and you will see all of the all of the shipment information. Simply click the blue Tracking Number. It will take you to the carrier website. Note: This may not be available in certain countries. 36. What types of documents are available on Panduit.com? 37. How do I generate order documents? After you ve done your order search, click the Panduit Order number, which shows in blue font. The order details will open up. In the top right corner, click. Then click. All of the available documents for this order, will be shown on the left. NOTE: Invoices can only be genereated through the invoice search. Credit memos are not available on panduit.com, at this time. Click the document you want to generate. Click Selected category. Enter your full address in the to move the document under the field. Then 12 P a g e

13 click. Wait for the following pop up message and click OK. You will receive an advising when the document is ready to be viewed. This may take several minutes. Locate your order through order search. In the top right corner, click. You will see the document you requested under the label. Click the.pdf file to view the document. Please contact your local Panduit Customer Service team if you have any issues. 38. How do I search for an invoice? Click on the tab, and click. The date range is set to the last 30 days. You can change the date to search for older invoices. To refine your search for a specific invoice, you can search by the following: Once you find the invoice you are interested in, click the Invoice Number, which shows in blue font. Click to view your invoice. Note: Credit memos are not available on panduit.com, at this time. 39. How long does it take for invoices to be visible on the website? Invoices are available within hours Monday through Friday, from actual invoicing time. MISCELLANEOUS 40. Does the website time out? Yes, it will time out after 15 minutes. The next time you click on a service or function, it will ask you to LOG IN again. 41. What is Net Distributor Cost & Extended Price? Net Distributor Cost is your Into Stock net price. Extended price is the cost for the quantity entered in the quantity field. 13 P a g e

14 42. How do I find the minimum order quantity on a specific part number? Enter the part number in the Stock Price Check form. When you click GO you will see a box called Product Information showing the information: 43. How do I change the language setting on my view? The top of the website shows you what language is displayed. Click on the word, and choose the preferred language. 44. How do I find a competitor cross reference, Mil Spec, or UPC number? We have two options: A. From the home page of simply start typing the competitor cross reference, Mil Spec, or UPC number in the search box in the upper right hand corner of the webpage. You should see a drop down list of parts to choose from. You can also type the complete part number in the search box and choose the part. B. If you are logged into Distributor Services portal, you will have to enter the full competitor cross reference, Mil Spec, or UPC number in the search box in the upper right corner of the webpage and click enter C. Start entering the competitor part number, Mil Spec, or UPC number in the Item field in the and click GO 45. How can a view be modified? A view can be modified by clicking on the dropdown arrow next to View, selecting Columns and choosing Manage Columns. Add the columns needed in your chosen view or remove them by highlighting them and using the arrow pointing to the left (to remove) or the right (to add) to your view. Please note it is not currently possible to save your amended view. 14 P a g e

15 46. What do I do if my Services are shown on the right side of my screen? If you see the below this means the system is processing, please wait and the correct view will appear for you to take action 47. How do I register for Distributor training? You need to be registered for the Distributor Service, see questions 2 and 4 above if you are not already a registered user. Once registered you click on the middle picture at the bottom of the main screen and follow the steps. 48. How do I EXTRACT my Panduit price file? Go to Misc Services Click on Request for Price file Extract 15 P a g e

16 You will then be prompted to provide an explanation of your request Fill out the explanation request and select OK You will get a pop box asking if you would like to OPEN, SAVE OR CANCEL the Price file. Make your selection your price file will then appear in Excel 16 P a g e