Kohler Power Resource Center User Guide. Create Order

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1 Kohler Power Resource Center allows users to enter orders for Aftermarket Parts, Sales Accessories (non-configurable), and QuickShip products. Material validation and pricing are available as you enter the order. Log into the Kohler Power Resource Center website and click on the Transaction Tab. Select a sold to customer number. You will arrive at the My Transactions screen. Kohler Power Resource Center - My Transactions: Select Create new: Order from the New Transaction Menu : User must enter the following: P.O. Number Select Order Type: o Aftermarket Parts o Sales Accessory o Industrial QuickShip 1 P age

2 o Residential/Portable QuickShip o Marine QuickShip o Mobile/Towable QuickShip o ATS QuickShip o Accessories QuickShip Select Ship To address from drop down menu, OR select the Enter New Ship-To button to create a one-time ship to address for your order. o Select Ship-To address from drop down menu. All Ship to accounts associated to the customer ID used at login will appear in the drop down menu. Note: If the Ship To address that you are looking for does not appear in the drop down menu and you would like to have this address available for future use, please click on the truck icon to add this additional Ship-To addresses for your account. A system generated will be sent to the KPS Communication Support team and your Ship To addresses will be added for you. o Select the Enter New Ship-To button to open the Specify a delivery address screen which allows you to create a one-time ship to address for this order. Enter the delivery address information. An * indicates a required field. Click Specify a delivery address 2 P age

3 Note: If an incorrect combination of zip code and city / state is entered, an error message will appear. Please validate this information. Specify a delivery address Note: If the zip code has two corresponding counties, an error message will appear to make a selection in the county field. 3 P age

4 Specify a delivery address Continue by filling in the following information. o Select Order Reason from the drop down menu. The Order Reason option appears for Aftermarket Parts orders only. o Select Shipping Method from the drop down menu. o Select the check box if this is a ship complete order. o Requested delivery date will default based on the Order Type selected. o Add any notes to your order as needed using the Order Notes field. If additional space is required, click on the arrow to expand the field. o Enter the product part number and quantity for all line items to be ordered. Note: If additional line items are needed, select the number of line items needed from the menu at the bottom of the order screen. 4 P age

5 To upload a list of parts in to your order from a csv file, select the upload button at the bottom of the Standard Order In Process screen. The Item Upload screen will appear. Select the Order template csv link and save the template. Note: The Order template csv file is also located in the Kohler Power Resource Center User Guides section of the portal. 5 P age

6 Item Upload Open the save template csv file in Excel and add the part numbers and quantities in the appropriate columns. Save the file. Be sure to save in csv file format. Note: The upload file must be in the correct format and must be under 200 line items. 6 P age

7 In the Item Upload screen, select the Browse button. Browse to the saved csv file that contains your list of parts and quantities. Then select the Continue button. Item Upload A confirmation screen will appear and your list of part numbers will appear on your order. Select the Update button. The part numbers on your order will be validated and will return the description, unit, price, and availability. 7 P age

8 If an invalid part number is entered, an error message will appear. If a discontinued part number is entered, a warning message will appear. If a material is entered that does not correspond with the Order Type selected, the following message will appear. 8 P age

9 To remove a part number from your order, select the check box in the trash can column and select update. To view the Terms and Conditions for ordering with Kohler, select the link at the bottom of the order entry screen. The Terms and Conditions statement will open in a new window. Select the Order button. A message will appear regarding the purchasing agreement. Click the OK button to proceed with placing your order. 9 P age

10 A message will appear asking if you wish to send the order. Click the OK button to proceed. Select the Print button to print the order confirmation. A Sales Order number will appear on the order confirmation. You will notice it is in a different format than you are used to seeing. Example: for Domestic orders Example: for Export orders (including Canada) 10 P age

11 Confirmation of receipt Your transaction has been successfully completed. 11 P age