Case IH Agriculture Dealer User s Manual

Transcription

1 Case IH Agriculture Dealer User s Manual December 2014

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3 Table of Contents Introduction... 5 Site Overview... 5 Product Search... 6 Searching for an Item... 6 Using the Pull Downs... 6 Autosuggest on the Text Fields... 7 Reviewing Search Results... 7 Sorting Results... 8 Pagination & Items Per Page... 8 Item Information... 8 Thumbnail... 9 Downloadable File... 9 View Components... 9 Adding an Item to the Cart Add to Cart Quick Add Cart Overview Currency Language Checkout Review Cart Address Information Use a Saved Address Use Billing Address Manually Key in Address Shipping Options Payment Options Order Confirmation Printable Receipt View My Orders View My Orders Overview Order Search Page

4 Order Results Sorting Results Pagination & Items Per Page Order Detail Order Details Shipping Details Manage Subscriptions Dealer Documents Tips & Suggestions Shipping / Handling Contact Us P age

5 Introduction The Document Management Center (DMC) Ordering Tool allows users to search for parts using a variety of criteria. Once a desired part has been found, the user may add it to an online cart. Once all desired parts have been added to the cart, the user may proceed to the checkout. While in the process of checking out, a user may make adjustments to the cart and provide shipping information. Once all cart adjustments have been completed, the user may place an order for the cart contents. Site Overview Menu Bar Is always visible allowing the user to navigate to other screens as desired Left Hand Bar Populates with fields to support the screen the user is on (ex. Product Search Page displays search options and Quick Add) Left Hand Bar Menu Bar Main Area Cart Overview Promo Area Contact Us Main Area Populates based on selected screen for viewing of products, completing cart or reviewing previous order information Cart Overview Displays summary of items currently in the cart and an option to change the currency and language the site is displayed in Promo Area Displays any current running promotions Contact Us Displays contact information for order or website assistance 5 P age

6 Product Search Searching for an Item When a user first hits the Product Search page, the available Product Lines are displayed in the Main Area. A user can click on a desired Product Line to see the items available under that Product Line, or they can select/fill in any of the search fields available in the Left Hand Bar. Using the Pull Downs When selecting a value from the pull downs in the left hand bar, a number is displayed after each option. This number represents the number of items that are tied to that option. If more than one Category is selected to narrow the results by, the number behind the options may change. That is because it is now displaying the number of results that meet all of the criteria entered. It also will only display those options that meet all criteria entered. See examples. Example 1. Just expanding the Language pull down will display all of the language options and the number of items tied to each language. Example 2. By first selecting a value from the Type pull down of Advertising Kit, when expanding the Language pull down, it only displays the language options that are tied to the Advertising Kit items and the number of results for each language. 6 P age

7 Autosuggest on the Text Fields When starting to key in a value in the Keywords or Item Number fields, the site will autosuggest values that contain the characters that are keyed in. Continuing to type will narrow down the results in the autosuggest, otherwise click on a value to populate the field with the exact result you are looking for or just leave the value as you typed it. Once the search criteria is filled in by either selecting values from the pull downs and/or keying in values into the open text fields, click the Search button to submit the request. Reviewing Search Results After a search is submitted, the results are returned and displayed in the Main Area of the site. 7 P age

8 Sorting Results When the results are returned, they are displayed in Alpha-Numeric order based on the item number. If desired, the order the results are displayed in can be changed by selecting a different option from the Sort By pull down located at the top of the search results. Pagination & Items Per Page Depending on the number of results returned, there may be more than one page of items to page through. To change pages, click on either a specific page number, or use the previous and next arrows. Also, the number of results displayed per page can be changed by selecting a different value from the Items Per Page pull down. Item Information Basic information about the item is displayed in the Search Results to help the user identify which exact item they are looking to order. Information displayed is Item Number, Description, Language, Type, Dealer and Suggested Retail Price, Item Status, Date Added and View Components. 8 P age

9 Thumbnail Clicking on the thumbnail opens a larger version of the image in a new browser window. If the item is multiple pages, you will be allowed to page through it in this window. Downloadable File If a file is available for download, an icon will display under the thumbnail image. When the icon is clicked, the file is opened for review/download. View Components If the item is a header item, meaning that it contains more than one component, a View Components link will be displayed. Upon clicking this link, a modal window will open to display the list of components that the item includes. 9 P age

10 Adding an Item to the Cart There are two ways to add an item to the cart: Add to Cart or Quick Add. Add to Cart Once the item desired has been identified in the search results, enter in the desired quantity in the Qty field and click the Add to Cart button displayed for that item. Quick Add Already know the item number you want to order? If yes, key in the Item Number and desired Quantity in the Quick Add fields in the Left Hand Bar and click Add. Autosuggest is setup on the Item Number field, so as you are keying in the Item Number, it will display item numbers that match the characters typed in. Finish typing in the number yourself, or click on the desired item number from the suggested list. If the Item Number entered is not valid, a message of <<Item Number>> is not a valid item will display when the Add button is clicked. Cart Overview If the quantity entered is not valid, a message of Quantity must be a non zero positive number. will display when the Add button is clicked. This feature displays the total number of items currently in the cart and the subtotal for those items. Each time an item is added to the Cart, the Cart Overview is updated. 10 P age

11 Currency To change the currency that the site is displayed in, select the desired option from the Currency pull down located in the Cart Overview area of the site. Upon selection, the site will refresh to display the content in the selected currency. Language Upon login, the language the site is displayed in is based off of your login. To change the language that the site is displayed in, select the desired option from the Language pull down located in the Cart Overview area of the site. Upon selection, the site will refresh to display the content in the selected language. Checkout Once all desired items have been added to the Cart, click on the Checkout button displayed in the Cart Overview area of the site. 11 P age

12 Review Cart Review Cart allows the user to view the items and quantities that are currently in the cart. If desired, adjustments to the quantity can be made by changing the value in the Qty field and clicking the Update button that displays. Or an item can be completely removed from the cart by clicking on the Delete button next to the item to remove. Once all items and quantities are correct in the cart, click on the Next Step: Address Information >> to continue with the checkout process. Address Information The Billing Information on record will be displayed in the Billing Information fields. This is read only, so no changes can be made to this address. The Shipping Information fields need to be populated with the desired shipping address using one of the methods listed below. Once the Shipping Information is filled in, click on the Next Step: Shipping Options >> to continue with the checkout process. 12 P age

13 Use a Saved Address If you would like to use an address that was previously saved, click on the Use a Saved Address icon, and click on the use link next to the desired address in the modal window. Use Billing Address If the shipping address is the same as the displayed billing address, check the Use Billing Address for Shipping Address checkbox to populate the Shipping Information fields. Manually Key in Address If the shipping address is not in the Saved Addresses and is not the same as the Billing Address, then key in the desired shipping address directly into the supplied fields. Note that fields with an asterisk (*) are required fields. 13 P age

14 Shipping Options Select desired Shipping Method from the pull down. Pricing for each shipping method is displayed next to each option. Once desired shipping method is selected, click on Next Step: Payment Options >> to continue with the checkout process. Payment Options In the PO Number field, enter in your Purchase Order (PO) Number for future reference. Check the Suppress pricing on the packslip checkbox if the order is being drop shipped to your customer and you do not want to display the pricing on the packslip. Check the Is the order for resale checkbox if any of the parts are for resale. If the box is unchecked, tax will be applied to the order. Click Next Step: Order Confirmation >> to continue with the checkout process. 14 P age

15 Order Confirmation Include any Special Instructions/Comments in the associated text box and review the order details. If everything is correct, click Next Step: Place Order >>. After the order is placed, a confirmation message including the order number will be displayed on the screen. 15 P age

16 Printable Receipt Select Click here for printable receipt will open a printer friendly version of the order confirmation in a separate window. Print off this page if a hardcopy receipt is desired. View My Orders View My Orders Overview The View My Orders page will display the 20 most recent orders placed by the user. To help locate the desired order to view, the Order Number, Order Date, Status, Reference, PO Number, Attention and UserId are displayed for each order. 16 P age

17 Order Search If the desired order to view is not in the latest 20 orders listed, enter in the known search criteria in the Left Hand Bar and click Search. Order Results After a search is submitted, the results are returned and displayed in the Main Area of the site. Sorting Results When the results are returned, they are displayed by Order Date with most recent at the top. If desired, the order the results are displayed in can be changed by selecting a different option from the Sort By pull down located at the top of the search results. 17 P age

18 Pagination & Items Per Page Depending on the number of results returned, there may be more than one page of orders to page through. To change pages, click on either a specific page number, or use the previous and next arrows. Also, the number of orders per page can be changed by selecting a different value from the Page Size pull down. Order Detail To review the details of a desired order, click on the line of the order in the Search Results. This will open the order details page for that order. Order Details Information about the items on the order are displayed in the grid in the Order Details section. The status of each item is displayed along with the quantity and pricing information. The pricing is displayed in the selected currency and rate at the time of order placement. Shipping Details If the order has shipped, a Shipment Date, Shipping Method and Tracking Number will be displayed. If the order has shipped within the past 90 days, the tracking number will be a live link to access the tracking history on the shipping company s site. Displayed under the Shipping Details are the Billing and Shipping Address information. 18 P age

19 Manage Subscriptions Clicking on the Manage Subscriptions menu option will bring you to etim site. From here, you can manage your Speical Tool and etim and Technical Publication subscriptions. Dealer Documents Clicking Dealer Documents menu option will open up the Dealer Files site in a separate browser window. Click on desired file to view from listing. Tips & Suggestions Shipping / Handling To help reduce the cost of shipping and handling, try splitting your order between items that are in stock and items that are on back order. We will only ship backorders when all backordered items are in stock. Make a practice of ordering your documentation once or twice a week, instead of ordering each time you need a publication. Instead of shipping your materials next day air, try using ground or 2 day service. 19 P age

20 Contact Us Have a question on the site or cannot find what you are looking for? Reach out to us using the contact information displayed in the Contact Us section of the site. 20 P age