Technical support: support@tractiononline.com 1-866-868-4625 1
TRACTIONONLINE.COM offers different features. This guide is divided into 2 sections. SECTION 1: Your first order Place a quick order in your Traction store step by step. SECTION 2: Tools available Learn how to use the different tools available at tractiononline.com. Quick orders Creating an Excel file to import part numbers Using and managing your favorites Adding favorites using the search tool Adding favorites by importing an Excel file Adding parts to your cart from your favorites Exporting favorites to Excel Replacement parts and availability across the Traction network MY ACCOUNT page 2 Technical support: support@tractiononline.com 1-866-868-4625
With our new online catalogues, you will soon be able to order parts with one simple click! More than ever in 2011, you will benefit from our 24/7 online services. With our new online catalogues, you will soon be able to order parts with one simple click! Accessing the Traction transactional website requires only your email address and password. This information will be sent to you by email once your Traction sales representative activates your account access. Make sure you have this information in hand before following with this guide. Don t forget that you are responsible for the use of your Traction online services. Make sure to protect your password in order to prevent any improper use by employees or former employees. Whenever an employee leaves, you must make sure to cancel his access, even if several employees are using the same username and password. To do so, contact the Traction Support team. Technical support: support@tractiononline.com 1-866-868-4625 3
SECTION 1: Your first order Your first online order at Traction step by step! STEP 1 Go to our website at www.tractiononline.com STEP 2 On the home page, click on LOG IN to identify yourself. STEP 3 Enter your email address and password, previously sent to you by our support team, and click on LOG IN. If necessary, click the FORGOT YOUR PASSWORD button to receive it by email (your email address has to be entered first). If you don t have an account, contact your Traction sales representative, who will make the request. How TO get my password? Your password is sent directly to you by email once your access is activated by your assigned sales representative. 4 Technical support: support@tractiononline.com 1-866-868-4625
STEP 4 Once you are connected, the tool bar will appear. Click on PART SEARCH to start your first order. STEP 5 Enter a part number or a description in the appropriate box and click on GO. The Return and Enter button can also be used to launch the search. STEP 6 If the part number entered is valid, details will be displayed for the search. Enter the QUANTITY you wish to buy and click on ADD TO CART. * Prices also reflect current promotions Note that the prices displayed will be your cost prices*. First order Technical support: support@tractiononline.com 1-866-868-4625 5
SECTION 1: Your first order STEP 7 The items in your cart are now showing. You can add other items by clicking on the CONTINUE SHOPPING button. To go to the next step, click on the CHECKOUT button. STEP 8 In the next screen, you can specify the details of your shipment. Enter your shipping address, internal order number and your shipping instructions. When you are finished, click on the NEXT STEP button. 6 Technical support: support@tractiononline.com 1-866-868-4625
STEP 9 In the next screen, you can review your order before submitting it. If you want to make some changes, click on the BACK button to return to your cart. Otherwise, click on NEXT STEP to continue. STEP 10 You are now at an important step in your order. If you are satisfied with your order, click SUBMIT ORDER. Your order will then be printed at your Traction store. First order Technical support: support@tractiononline.com 1-866-868-4625 7
SECTION 1: Your first order STEP 11 This is your order confirmation. Your confirmation number is shown in RED. Use it to communicate with the store, if necessary. Your order is done! 8 Technical support: support@tractiononline.com 1-866-868-4625
SECTION 2: Tools available Quick orders In the second part of this guide, we will explain how you can take full advantage of some of the Traction transactional website features. When placing an order, entering your part numbers one by one can be time-consuming. We offer you two options to accelerate the process. Click on the QUICK ORDER button on the right side of the page. The first tool (Part Number) on the Quick Order page allows you to enter up to 10 part numbers at a time. The search engine will process the parts in one batch, reducing data entry time. Quick orders The second tool (Import File) allows you to import a text file created in Excel or another software. It is very important to use the correct format, such as a text with fixed fields of a certain width. See the next page for an example of how to create an Excel file. Importing a file allows you to quickly add many parts. Technical support: support@tractiononline.com 1-866-868-4625 9
SECTION 2: Tools available Creating an Excel file to import part numbers The first step in creating an import file is to build a two-column Excel worksheet: the first column shows the part numbers and the second, the quantity to order. You must then define a specific width for the parts column. To do so, select the parts column by clicking on the header, and then open the FORMAT menu, choose the COLUMN option, and select WIDTH. A COLUMN WIDTH window will open. Enter the value 30 in the box and click OK. Your parts column is now 30 characters wide. The quantity column can be any size, since it has no impact on the data import. 10 Technical support: support@tractiononline.com 1-866-868-4625
Save your document using the SAVE AS option under the FILE menu. Choose the FORMATTED TEXT (SPACE DELIMITED) (*.PRN) file type. Importing a file Your import file is now ready. Return to the QUICK ORDER page and click on the IMPORT FILE tab. Search for the file to import by clicking the BROWSE button and then click SUBMIT to start the parts number import process. Technical support: support@tractiononline.com 1-866-868-4625 11
SECTION 2: Tools available Once the import is complete, the parts list will show the prices and quantities available in your store. To add parts to your current cart, two options are available. You can click the boxes in the ADD TO CART column one by one, or you can click the SELECT ALL button. End the import process by clicking the ADD TO CART button. Your parts list is now showing in your cart. 12 Technical support: support@tractiononline.com 1-866-868-4625
Using and managing your favorites Your favorites allow you to create a group of parts for repeat orders. Once the group is created, you won t have to re-enter the part numbers, as they will remain entered in the system. We recommend grouping your favorites into categories, but this is not mandatory. To create your first category, click on EDIT CATEGORIES. In the empty field, enter a name for your category and click on ADD CATEGORY. The new category will show in the list below. Adding favorites We recommend grouping your favorites into categories. You are now ready to enter part numbers in your favorites. There are two ways to do this: by entering parts one by one, or by importing an Excel file. Technical support: support@tractiononline.com 1-866-868-4625 13
SECTION 2: Tools available Adding favorites using the search tool Use the same search tool that you used to add parts to your cart, then click ADD TO FAVORITES in the bottom left corner. Make sure to checkmark the box to the left of the part number. Entering a quantity at this point is optional, but by doing it now, you avoid having to enter this information when managing your favorites. Checkmark the box to the left of the part number. When the My Favorites window appears, select a part category, then click on UPDATE FAVORITES. 14 Technical support: support@tractiononline.com 1-866-868-4625
Adding favorites by importing an Excel file Importing a series of part numbers to your favorites is similar to importing parts to your cart. When creating an Excel file, make sure to adjust the part numbers column width to 30 characters, and the quantity column width to 10. A third column with a variable width can be used to specify the category of the added part (optional). Adding favorites Save your document using the SAVE AS option in the FILE menu. Choose the FORMATTED TEXT (SPACE DELIMITED) (*.PRN) file type. Technical support: support@tractiononline.com 1-866-868-4625 15
SECTION 2: Tools available On the MY FAVORITES page, go to the IMPORT FILE tab. Click BROWSE and select the file you wish to import. Click SUBMIT to process your request. Your list is now ready to be imported. The last step consists in confirming the quantity and category, and checking the ADD TO FAVORITES box for each desired part. Click the SELECT ALL button if the entire parts list corresponds to your selections. Complete the list by clicking the ADD TO FAVORITES button. 16 Technical Support technique support: support@tractiononline.com : support@tractionenligne.com 1-866-868-4625
This is the end result of adding parts to your favorites. Adding favorites See your end result! Technical Support technique support: support@tractiononline.com : support@tractionenligne.com 1-866-868-4625 17
SECTION 2: Tools available Adding parts to your cart from your favorites To add parts to your cart from your favorites, check the ADD TO CART box next to the parts you wish to add, then click on the ADD TO CART button to finalize. You can use SELECT ALL to select all parts in the category. 18 Technical support: support@tractiononline.com 1-866-868-4625
Exporting favorites to Excel It is possible to generate a price list of your favorite parts, one category at a time, and export it to Excel. For example, this tool can be useful in updating the data in your business system. Technical support: support@tractiononline.com 1-866-868-4625 19 Exporting favorites
SECTION 2: Tools available After clicking the EXPORT TO EXCEL button, a box will open asking you if you wish to OPEN or SAVE the file. After you click OPEN, the following window appears. 20 Technical Support technique support: support@tractiononline.com : support@tractionenligne.com 1-866-868-4625
Replacement parts and availability across the Traction network Two interesting options are available in the parts search tool. The SUBS (SUBSTITUTE) link allows you to check if replacement parts, from another supplier, are available for the parts you want. The BRANCHES link allows you to check the availability of parts in other Traction stores. Replacement parts Technical Support technique support: support@tractiononline.com : support@tractionenligne.com 1-866-868-4625 21
SECTION 2: Tools available MY ACCOUNT page The MY ACCOUNT page contains all of the information about your account. DISPLAY PARTS ORDER STATUS: Shows a list of your orders, quotations, consignments and on-hold picking lists. DISPLAY OUTSTANDING BACKORDERS: Shows the backordered parts you have ordered. DISPLAY CORE RIGHT-TO-RETURN: Shows your right-to-return cores for parts such as brake shoes, compressors, valves, etc. RECENTLY PURCHASED PARTS: Shows the last 50 parts you have purchased recently on tractiononline.com. VIEW/SELECT CART: You can work with several carts at the same time. This tool allows you to view the list in your current cart and select the one you need. QUICK ORDER: Shortcut to the QUICK ORDER page. MAINTAIN FAVORITE PARTS LIST: Shortcut to the FAVORITES page. 22 Technical support: support@tractiononline.com 1-866-868-4625
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