Understanding the New Rewards System

Transcription

1 Understanding the New Rewards System

2 Table of Contents 420 Green Street, Suite 202 ON Toll-Free: Fax: Understanding the New Rewards System 3 2. Register for the Program 4 3. Enter Claims 7 4. Review and Adding Invoices 8 5. Getting Help Page 2 of 11

3 Understanding the New Rewards System Once you login to the site you see various areas within the system - details of each area are below. Your Information Shows your information and if you have an active GE pay card you will be able to connect to your account to review activity on your card. Available Programs Shows all available incentive programs with the time frame left to enter claims. If you click on Eligible Models and Amounts it will show you the incentives on each product. To enter claims click on Enter Claims or Enter Rebates. Previous Activity Displays your last 5 transactions and the status of the claims Entered means the claim has been entered but not submitted for approval. Submitted means the claim has been entered and submitted for approval. On hold means your claim is being further reviewed. Missing invoice means we have not received the consumer invoice. Approved means the claim is in process for payment. Paid means the funds for the claim have been paid to you. The Different Tabs Home brings you back to the main page that you see once you login to the system. Activity shows you all your previous activity and the status of your claims. Payments shows you all your payment references. Rules shows you the terms and conditions of the program. Your Profile shows you all your personal information and is the place where you can change your password and direct deposit info. Help and Training is a place where you can find help and training materials. Logout will log you off the system. Page 3 of 11

4 Register for the Program Step 1 Go to Step 2 Click on My Thermador Step 3 Create an Account to complete your registration Be sure and select a dealer! Step 4 Once registered on My Thermador, there will be a link to the Thermador Star Partner Rewards site with a one- time registration page. Continued on the next page Page 4 of 11

5 Register for the Program (continued) Step 5 Fill out the information - make sure all required fields have been filled out correctly. Ensure to agree to the Universal Terms and Services as well as the Program Terms and Conditions. Step 6 Ensure the information is correct then agree to the terms and conditions and click I Agree Register Me Now. Page 5 of 11

6 Enter Claims Step 1 Once logged in click on Enter Rebates or Enter Claims in the middle of the screen. Step 2 Enter the claim information. Required fields are indicated with a blue line ( ) OR You can search quickly by typing in the first few letters/numbers of the model name. Continued on the next page Page 6 of 11

7 Enter Claims (continued) Step 3 Click on Add Transaction OR If you have more items to add for the same person, click on Add and Retain Customer Info. Step 4 When you re done entering all your claims click Submit Claims For Approval. Step 5 Upload a copy of your invoice OR Print a fax cover sheet and send everything by fax Step 6(a) If you choose to upload a copy of your invoice, you will be asked to find the file on your computer after clicking Choose File. Search and select the correct file. Continued on the next page Page 7 of 11

8 Enter Claims (continued) Step 6(b) If you choose to send everything by fax, you will receive a system-generated fax cover sheet after clicking on Click here to fax them in. Print the fax cover sheet and send it to the fax number indicated, along with all invoices which belong with the entered claims. Page 8 of 11

9 Reviewing and Adding Invoices Step 1 After submitting your invoice, you can review your transactions on the home page or the activity tab to ensure that your invoice was successfully received. On the right hand side, you will notice either a green or a red X. A green signifies that a transaction has an invoice attached, whereas a red X signifies that nothing has been attached yet. Remember, if you choose to submit your invoice(s) via fax, it can take up to two (2) hours to show on the system that your invoice has been attached. Step 2 If you see that a transaction has a red X, this claim will not be processed until we receive a copy of the invoice. To attach an invoice to a transaction that you have already submitted, click on the blue transaction number. Step 3 Upload a copy of your invoice OR Print a fax cover sheet and send everything by fax Continued on the next page Page 9 of 11

10 Reviewing and Adding Invoices Step 4(a) If you choose to upload a copy of your invoice, you will be asked to find the file on your computer after clicking Choose File. Search and select the correct file. Step 4(b) If you choose to send everything by fax, you will receive a system-generated fax cover sheet after clicking on Click here to fax them in. Print the fax cover sheet and send it to the fax number indicated, along with all invoices which belong with the entered claims. Page 10 of 11

11 Getting Help All clients of 360 Incentives are assigned a Client Success Team who are available to assist you in using the system. Thermador Star Partner Rewards Team P F E. bshrewards@360incentives.com Page 11 of 11