AceLink Basic Walkthrough acelink.com

Transcription

1 AceLink Basic Walkthrough acelink.com Ace International Holdings, Ltd. Prepared by Heather Bellis, International Retail Systems Analyst March 4, 2013 v1.0

2 Login 1.0 Retailers enter their address Corporate staff enters their corporate username plus the five digit store number Login will take the user to the correct RDC catalog Ace International Care Center phone number and address available if you have problems logging in. Check this box if you want the web browser to remember your password for the next time you want to log into AceLink.

3 Home 2.0 Provides a summary of orders that you have created, but have not been submitted Links to the directory section. Links to the news section. Links to the pending orders page.

4 RDC Catalog 3.0 Hides/shows pricing within catalog. Search name, specifications, or SKU number Left tree menu to navigate by features, category, or commodity codes Clicking on the box in the middle of the page will load the item summary for that section or another grouping option. Click the + to expand area Click the words of grouping to see the item summary in the middle of the page.

5 RDC Catalog //Browsing // Item Summary Displays which items are display out of the total, and provides paging to the other items with this grouping. Option to change the number of items displayed on the page (15, 25, 50, 100) Image, Short Description, Mftr number, Order Multiple, Each Cost, Brand, and Quantity on Hand displayed in the item summary. Clicking on the image provides a larger view of the product. Clicking on the short description loads a new page with all item details.

6 RDC Catalog //Browsing // Item Detail Short Description Clicking on the image provides a larger view of the product. All item details. Click Continue Shopping to return to the previous page (or click Back in your web browser) Item specifications

7 RDC Catalog //Browsing // Search On any catalog page, enter in a search term and click Enter on your keyboard or click the blue magnifying glass to search. RDC Catalog //Browsing // Search Results Search term displayed here. Item summary for all items with search term display here.

8 RDC Catalog //Browsing // Export On the item summary and item detail pages within the catalog, you may export the item level information. Click the Export Icon in the upper right corner. RDC Catalog //Browsing // Export Options Check the format(s) you wish to export. Click the Submit Request button. Click on the links to download the formats of the item details.

9 RDC Catalog //Order // Start an Order On all catalog pages, the order preview summary is available. Here, there is no order started. RDC Catalog //Order // Select an Order If you d like to pick up where you left off from an already built order, go to the Pending Orders page, and click View/ Modify

10 RDC Catalog //Order // Working Order Here, there is a current working order. View my Order brings you to the order details. Save as Pending Order saves this order to the Pending Order list. It is then assigned to the person that last opened it.

11 RDC Catalog //Order // Add to an Order On the item summary or item detail pages, add the quantity in the text box, then click add to order

12 RDC Catalog //Order // Order Details Click Continue Shopping if you want to add other items to your order. All items and quantities display here. You can update the Order Quantity for any SKU (you MUST select Update Order for changes to take affect). You may also delete an item by clicking the red X. Choose Proceed to Checkout when you re ready to place your order. Delete Entire Order button deletes the entire order. This action cannot be undone.

13 RDC Catalog //Order // Order Submission Click the Submit Order button to submit the order. You will receive a confirmation screen and confirmation when the order was successfully submitted. Enter the Store PO number here. Choose any store within the chain. Defaults to the parent store.

14 My Orders is everything to do with the orders you built and not yet submitted, and the orders that were placed. My Orders 4.0 Pending orders are all orders for the store you have logged in as. This will include any user s pending orders within the same store. Management Documents provide item-level information about orders you have placed and have shipped. View/Modify Order is the current working order. This order will not display in the Pending Orders page. Outs & Exceptions allows you to review item-level information on orders from which the quantities ordered were different than the quantities that were shipped.

15 Outs & Exceptions page is the same as it is here, but displays the items that did not ship. My Orders // Management Documents 4.1 Clicking View pulls up the detail page (below), giving a line by line listing. Type in filter available. My Orders // Management Documents Detail Report can be downloaded in PDF or XLS format. Clinking on the invoice number brings you to the export invoice screens.

16 My Finance 5.0 In Progress Invoices are invoices that were selected for remittance, but payment has not yet been applied. Remittance History allows you to search up to two years of invoices that have payment applied, and remittance history. Account Balances provide a full summary of open invoices for all stores within your chain by store and dating totals. You can also select invoices from any store within your chain to submit a reimttance. View and export invoice details in PDF and XLS format. Banking Information provides the bank name, address, swift code, and account number for where to send a wire transfer for payment to Ace Hardware International.

17 My Finance // Account Balances 5.1 Dating summary available by store All stores within chain are listed here. Check boxes indicate if any invoices are selected for remittance. Clicking on the store number breaks down the numbers by invoice, credit memo, payment, etc. Grand Totals for each column listed.

18 My Finance // Account Balances //Store Detail 5.1 Entire list can be exported into PDF or XLS formats. Clicking on the store number breaks down the numbers by invoice, credit memo, payment, etc. Filter boxes for easy finding. Check boxes indicate which item are selected for remittance. Clicking on the Invoice number will bring user to export invoice screen.

19 My Finance // Account Balances //Export Invoice 5.1 Check the format(s) you wish to export. Click the Submit Request button. Click on the links to download the formats of the invoice

20 My Finance // Banking Information 5.1 Banking Information provides the bank name, address, swift code, and account number for where to send a wire transfer for payment to Ace Hardware International.

21 Support 6.0 All system functionality, and how-to steps are included in this area. If you re unsure about the functionality of AceLink, or need any help, you can contact the International Ace Care Center.

22 News 7.0 Various categories and information available within the News section

23 Directory 8.0 Departments listed with various contact information. Directory //Detail 8.1 Names, , and phone numbers available.

24 My Stores 9.0 All stores within the chain will be listed in the left menu. My Stores // Store Detail 9.1 Displays the Shipping and Billing address on file for this store. Updates to this information should be sent to your regional sales manager.