DealerNet 2.0 Guide. Full Version: February 2015

Transcription

1 DealerNet 2.0 Guide Full Version: February 2015 This is the full version of the reference guide with an in depth overview of each section. For a brief overview download our Quick Guide. 1

2 Table of Contents I. Introducing DealerNet 2.0 II. Why Update DealerNet? III. Login IV. Dashboard I. Latest Happenings II. Recent Activity III. Create a New Request V. Requests I. Opportunity Requests I. Updating Opportunities II. Design Requests III. Order Requests IV. SPIF Requests V. Literature Request VI. Special Product VI. Tools VII. Product Information VIII. Feedback 2

3 Why Update DealerNet? We decided to update DealerNet to streamline the current processes you as the dealer have to manage for your AIS projects. We wanted to create a tool for dealers to enter an opportunity, select the same project details for a design and eventually an order request, without having to reenter the information each time. Additionally, by allowing access of your projects to your design and customer service team, designs and orders can seamlessly be processed without delay. Simple, cleaner categories for request, selling tools, and product information allow you to find the resources you need quickly. 3

4 DealerNet 2.0 4

5 DealerNet Login Enter the same User name and Password you currently use for DealerNet 5

6 Dashboard 6

7 Dashboard - First Screen after Login 7

8 Latest Happenings 8

9 Recent Activity 9

10 Create New Requests 10

11 Opportunity Request 11

12 Opportunity Request Click on the green box to Create a New Request and select Opportunity Request. 12

13 Opportunity Registration Complete the requested project details and click Register Opportunity when complete. 13

14 Updating Opportunities 14

15 Updating Opportunities With DealerNet 2.0 we make it even easier to manage your projects. At anytime during the sales process you can go into any of your opportunities and update them with current close dates, status, product details and notes. This streamlines communication with your AIS sales rep. By updating these opportunities regularly, you avoid the time required to update your rep via or phone call. The next page will show how easy it is to make these updates. 15

16 Opportunities Click on the Requests section for the Dashboard, or any page within DN2.0 and select Opportunities 16

17 Updating Opportunities After clicking on an opportunity from the dashboard or request screens, you ll be directed to the opportunity details. Click on Edit Opportunity on the top right corner. Remember to save 17

18 Updating Opportunities Edit the Estimated Close Date, Status, Probability, Product Details or Add Comments. Save Changes at the bottom of the page. 18

19 Design Requests 19

20 Design Requests Click on the green box to Create a New Request and select Design Request. 20

21 Design Requests 1. Create an opportunity (if you haven t done so already). 2. Select the opportunity from the drop down list. The project details will automatically populate based on your opportunity registration. 3. Edit the product information if necessary. If you need to create a new opportunity, you will automatically be re-directed to the design request screen afterwards. 21

22 Design Requests The design request form is now very simple. Select: Whether you want our design team to specify (Design Request) or check your design (Design Check) Product(s) to be designed & # of stations for each category 22

23 Design Requests Choose MORE, Select or No (we ll apply the one of each of the finishes if you re specifying MORE or Select) 23

24 Design Requests Let us know if you want your designer to contact you before they start the project. Upload any files that relate to the project. And click Submit 24

25 Design Revision Need a revision? Click on Requests Designs, from the main tool bar. 25

26 Design Request Section Search the previous design by quote #, opportunity name or date range and click on the appropriate design. Check the status of your design or access completed designs at anytime in the request section! 26

27 Design Requests Tell us what needs to be revised, upload any new files and click Submit a Revision. 27

28 Order Requests 28

29 Order Requests Processing an order through DealerNet 2.0 is now simpler than ever! Simply select the opportunity details and upload your files. You can now track your order through from order entry, through the manufacturing process all the way to shipping, and access BOMs and tracking information. When you enter your order through Order Request, your opportunity will automatically be updated to Closed-Won so no need to go back and update the opportunity. The system will do it for you! 29

30 Order Requests Click on Order Request to submit a new order. 30

31 Order Requests Select an order type: New You will be prompted to select a opportunity to link to the order or create a new one Add On You will be prompted to select an existing order by PO, Opportunity Name or Status Punch You will be prompted to select an existing order by PO, Opportunity Name or Status Quick Orders under $7500 that will not require an opportunity or reference to a past order. 31

32 Order Requests 1. After selecting a New order, the project and dealer details will appear. 2. Select whether the opportunity is GSA, More/Select or Showroom/Mockup. Enter your PO number Upload your PO, SP4/SIF and XML files. 3. From the drop down menu, select who you would like the acknowledgement s to be sent to. You can select multiple users. 32

33 Order Requests Enter your shipping details OR select an address that you ve shipped to before, by selecting address from the My Addresses dropdown list. Please verify that all information in the shipping details is completed after picking from the My Addresses list, such as Company Name, Contact Name and Telephone #. If you d like to request a ship date, or guarantee your delivery, complete the requested information. 33

34 Notes/Comments Add any notes/comments and click Submit. 34

35 Order Requests You manage all of your order from the Requests Orders option. This will allow you to track the status of your order from Order Entry to Shipping. Click on any order to see the details, BOM and tracking information after the order has shipped. 35

36 SPIF Requests 36

37 SPIF Request Click on SPIF Request to submit a new request. 37

38 SPIF Request Select SPIF type Enter order details Click Submit 38

39 Literature Requests 39

40 Literature Request +Add items to cart and click Checkout-Cart when complete. 40

41 Literature Request Click on Create a New Request and select Literature Request. 41

42 Special Product 42

43 Special Product Request 43

44 Special Product Request Complete the required fields and upload files. 44

45 Selling Tools 45

46 Tools Click on Tools to select any of AIS selling tools to help you be more competitive and access design tools. 46

47 Product Information 47

48 Product Information Search the AIS library of documents, by simply entering a keyword or selecting the type of document that fits your criteria. 48

49 Feedback 49

50 Feedback Form Your feedback is important to us, truly! At anytime you want to tell us about something you like or don t like, simply click on the Feedback icon that appears on the right side of each page. 50

51 Send Feedback 51