TungSpot User Manual Last Update 5/20/2013

Transcription

1 TungSpot User Manual Last Update 5/20/2013

2 TungSpot User Manual 1. Introduction Overview Login Navigation Tools Homepage Overview of Home Page My Purchases My Top Stock Search Marketing Information Order Now! Electronic Catalog New Product Announcement Exhibition Information Premium Product Report Latest News My Account Tab New Order My Orders My Open Orders My Purchases Purchases by Customers My Transactions My Tools Tab Stock E-Catalog Tung-Navi Tungaloy Corporation Website My Reports Tab Purchases by Item My News Tab My News & Events NPA PPR Newsletters Promotions Page 1

3 Introduction 1.1 Overview TungSpot is a secure portal with a wide range of operating and marketing tools for support to Tungaloy Distributors and agents at all levels. TungSpot supplies updated information in accordance with the user s needs and tasks: Order Entry (including order input from Excel files) Item stock and price inquiry Online purchases overview and reports Order inquiry and order history New Product Announcements Latest News: Global and local news articles Tungaloy USA Promotions Tungaloy Premium Product Reports Tungaloy Newsletters Exhibitions 1.2 Login TungSpot can be accessed through the internet by using the following link: Enter the System Enter your username and password (sent to you by the system administrator) and click the Log On button. After login you will be presented with the TungSpot homepage: Page 2

4 1.3 Navigation Tools TungSpot offers several navigation tools: Quick Links: enables quick access to the main modules. Quick Links appear in the left menu and change according to the module or topic displayed. Leading Arrow: links to the full details page for that item, where one can scroll down further. Leading Field: any underlined item links to the full details page for that item. Page 3

5 Homepage 2.1 Overview of the Homepage The TungSpot Homepage presents the user with a summarized and updated view of the main topics: personal purchases, top 5 items, stock search and Tungaloy marketing information. 2.2 My Purchases This module presents an online daily summary of purchases and orders, comparing current real time performance with the previous days performance, and current years month-to-date (MTD) or year-to-date (YTD) purchases with those of the prior year and the percentage growth. The performance clock displays the percentage of sales change in the current month and year, as compared to the same period last year, using the following symbols: The Leading Arrow brings you to a more detailed purchase overview page. You can switch between the month-to-date (MTD) and year-to-date (YTD) views by clicking the relevant tab. The red needle indicates the change in this years percentage compared to last year. 2.3 My Top 5 This module presents the top 5 items that you buy. Next to each item the purchased quantity is displayed. Click the item name to see its details. Page 4

6 2.4 Stock Search This module enables you to look for availability of items. To start the search, type the whole or partial description of the item and then click on the magnifying glass icon. 2.5 Marketing Information Order Now! Enables you to open a new order or to open an existing draft Electronic Catalog Brings you to Tungaloy s electronic catalog New Product Announcement Brings you to the Tungaloy New Products Page Exhibition Information Brings you to the Tungaloy Exhibition Page Premium Product Report Brings you to the Tungaloy Premium Product Report page Click on the name of the product report in order to view it. Click on the leading arrow to bring you to the success stories archive Latest News Links to Tungaloy s Latest News page Click on the name of the latest news item in order to view it. Click on the leading arrow to bring you to the latest news archive. Page 5

7 My Account Tab 3.1 New Order On this screen you can create a new order or modify an existing draft. Click on the New Order link to bring you to the New Order page, or if you have drafts, to the next screen: Click on the "Use" option to open an existing draft where you can add items Click on the "Don't Use" option to open a new order Process of entering a new order: 1. Input C.P.O. (Customer Purchase Order number) 2. All grey fields are updated automatically. Total Order Value: will be updated after adding order lines. 3. Ship to Address / Bill to Address - can be changed by clicking on the leading arrow and selecting the relevant address, if available. 4. Click on the Order Lines tab to input items for the order Page 6

8 Process for adding an item to the order: 1. Add items Items can be added in two ways (it is possible to combine both ways in each order): Manually 1. If you know the item catalog number, type it into the Catalog No. field. If you don t know it, click on the magnifying glass next to the Item Desc. box. A window will open up and there you can type in the description or partial description and click search. A list of items will be displayed and you can select an item from the list by clicking on the arrow on the left side. 2. In the empty order line, in the Catalog No. field, input the catalog number. The Item Description field will be displayed after moving to another field. 3. The minimum package size quantity will be automatically recorded into the quantity field. To change this default, you can override it by indicating the ordered quantity. When changing the quantity, the Line price is updated automatically. 4. Click on the + on the right side of the row. The item price and discounts will be displayed. 5. If the selected item is not in stock, the order line will be marked in red. This is informative only - the order can still be placed. Page 7

9 6. A remark can be added to the order line by clicking on " " in the remark field of the line. A window will be displayed to enter remarks. 7. An order line can be deleted by clicking on the eraser icon on the right side of the row. 8. After finishing inputting all items of the order, click the Save button. * Stock Code 8 items It is possible to order Stock Code 8 items in the following way: When stock code 8 item is included in the uploaded excel file, or when it s catalog no. is typed in manually, the program will check if the customer has ordered this item in the past. If yes, then he will be allowed to order the item. If not he will not be allowed to order the item. Stock code 8 items will not be displayed on the item search dialog page. Note: Click on the "shopping cart" icon next to any item to add the item to a new order or an existing draft (the "shopping cart" icon will also appear in "stock search list or in "My Top 5" list). Using an Excel file 1. You can upload a file (excel, csv or text file) with the following required format: Column A = Catalog Number, Column B=Item Description, Column C=Quantity, D= Match Code. Note: entering the Catalog No. and Qty. is sufficient information. The description column may remain blank (*do not delete the description column itself). The Match Code field is also optional. 2. Click on the Browse button and then click on the Upload button. 2. Save or Order After adding the items, you can order it or you can save the order as a draft and order it later. NOTE: An automatic mail confirmation with the order number will be sent to your after submitting the order. You can find this order in the TungSpot portal My Orders screen, under "Pending" status, prior to the booking or under "Open" status, once the order is booked. Page 8

10 3.2 My Orders The My Orders page displays your orders. Filter options: Status - User can select: o All Open Orders (default) Orders which are open but have not yet been supplied o Pending Only Orders which have not been approved/ booked by Tungaloy yet o Closed Supplied orders Order No. User can search for a specific order number C.P.O. - User can search for a specific customer purchase number Period: From Date/ To Date User can specify the period for searching Click on the order number or the leading arrow to bring you to the Order Details: Page 9

11 3.3 My Open Orders This option displays open order lines, filtered by customer and order type. The My Open Orders Search Results table displays data such as: order type, Customer Purchase Order (C.P.O), order quantity (Qty.), Allocated quantity (Alloc.), supplied quantity (Ship.), Line Price, order date, required delivery week (Req.), promised week (Prom.) and possible week for supply (Pos.). Enabled activities: Clicking on the Customer Name field will display the Customer Details page Clicking on the Order Number field or on the leading arrow will open the Order Details page, displaying the order lines and order header Clicking the Item Description field will display the Item Details page, including: stock information, alternative item search and prices per customers. To generate a report of open orders click the Report button. 3.4 My Purchases This page displays your current purchases (YTD) compared to last year s purchases: Page 10

12 1. Relative/Total 2011: By default, this module presents an analysis of relative monthly and yearly sales performances (relative to the same period last year/ last year month). When the Totals 20XX option is selected the module presents previous year totals. Each user will see only his own personalized data. Managers will see their Group performances. 2. Totals section displays your MTD/YTD total purchases compared to the previous years. 3. Purchases by families show your YTD sales by families, compared to the previous years. You can also receive more specific information first by clicking on a family name, then by clicking on an application and then an item. 4. Purchases by Month displays purchases by month, compared to the relative period of the previous year. 3.5 Purchases by Customers This option is only available to managers with a multiple account connection. It presents either relative or total view of current and previous years purchases by customers. The filter option includes: Purchase greater than Change in percentage Product line Page 11

13 3.6 My Transactions The My Transactions page displays your transactions. Filter options: From Date To Date Type - User may select all types, billing, order or test transactions Order Number Catalog Number Item Description- filtered by partial item transaction To ensure reasonable response times the query will return a maximum of 100 transactions only, starting according to the From Date filter, sorted by transaction date in descending order. Invoice Details page Click on the Invoice link to bring you to Invoice Details page. 1. Invoice Lines You can see all items related to the specific invoice including quantity, list price, discounts, net price, order no., delivery and slip no. 2. Invoice Header This tab contains the following customer information: Name & Number, Invoice Date, Shipment Number, Ship To and Bill to Address. In both options a PDF, Excel or CSV file can be exported by clicking the Report button on the right. Page 12

14 My Tools Tab 4.1 Stock This tool allows the user two search options: 1. Search by item description (or partial description) or the catalog number. 2. Advanced search by application, item group, stock code and warehouse availability. After search is implemented, the following screen will be displayed: To open Item Details page click on the leading arrow or on the Item Description: This screen enables the user to see: Item details, including a picture if available. Stock availability in different warehouses. Page 13

15 Clicking on the History button will open an Item Purchase History Report for the last 5 years (displays the item Qty. and value sorted by year and month). The report may be exported as a PDF or an Excel file. Clicking the Search button will open a list of Alternative items. To view alternative item details click on the Item Description or the e icon. Discounts if more than one customer number is connected to the account, it s possible to see discounts for each customer. Click on the "Shopping Cart" icon to add the item to a new order or an existing draft. 4.2 E-Catalog This links the user to Tungaloy s electronic catalog. Page 14

16 4.3 Tung-Navi This links the user to the Tungaloy Tool Advisor Tung-Navi. 4.4 Tungaloy Corporation website This will direct the user to the Tungaloy Corporation website Page 15

17 My Reports Tab 5.1 Purchases by Item This report enables you to see your purchase history by item. Results can be specified by using filter options. The filter options are: Year (up to the last three years) Relative Select this checkbox to compare your current year purchases to previous years Sort By Choose from the combo box your preference for sorting the report Discount Group To see purchases for a specific discount code Item Desc. Limits the results for a specific description You can create a report of the information presented on screen by clicking the Report button and exporting it into a PDF or Excel file. Page 16

18 My News Tab 6.1 My News & Events Information displayed regarding Tungaloy News & Events. To read the news item, click on its name. 6.2 NPA This links the user to the Products Page on the Tungaloy Corporation Website. 6.3 PPR Information displayed regarding Tungaloy s Premium Product Reports The premium product reports appear in reverse chronological order. Click on the name of the Premium Product Report in order to view it. Page 17

19 6.4 Newsletters Tungaloy newsletters with information pertaining to exhibitions, TungSpot improvements, and international seminars. 6.5 Promotions Information is displayed regarding local and global promotions. Page 18