WNS1 Online Training - PowerPoint PPT Presentation

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WNS1 Online Training

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  1. WNS1.com Online Training How to use the Western Nevada Supply online store and tools

  2. How to register a customer • To register a customer go to www.wns1.com • Click on the WNS logo to get into the site. • Click on the button at the top of the screen that says pricing/shopping • Click on the register button on the left side

  3. How to register a customer • Pick the option that relates to the customer. • Existing customer • New customer

  4. How to register a customer • Fill in the customer information • Click on Complete Registration

  5. How to register a customer • Once a customer completes the registration process they will get an email with a user name (their email address) and a password. • The customer will receive a second email once we have approved their account. The customer will not have access to their pricing or account info until they get the second email!!

  6. Example Emails • These are the two emails that the customer will get. This is the first email This is the second email

  7. How to Select Job Accounts • If a customer has job accounts the first screen they see when they log in is a list of those jobs. The customer must pick a job account

  8. The Customer Menu Options • The Customer has the following menus options. • My Account • Allows access to view billing info • Invoice Payment • Allows access to see account aging • View Held Orders • Orders that have invalid information • View Order History • Allows customers to view invoices • Quick Lists • Link to see saved lists of material • Change Password • Customers set their own password • Sign Out

  9. How to look up parts • To look up parts a customer can use the popup menu or the search box.

  10. How to look up parts • The search will work off of several things. • Part Description • Part number • Category name • Keywords • Quick hits

  11. How to look up parts • The customer can use the popup menu to find parts also • The web catalog is divided up into different categories • When you click on that category you will move to different parts of the catalog

  12. How to make Quick Lists • To make the list you must “shop” for the products first. • Once at the product click the add to list button.

  13. How to make Quick Lists • You will get a pop up window that looks like this. • You can add parts to a list that you already have. • You can create a new list.

  14. How to make Quick Lists • To get to your lists: • Click on the Quick List link • Then select the list you want to see

  15. How to use the Invoice Payment Feature • The customer can see their account aging online. • Use the Invoice Payment link to see this.

  16. How to use the Invoice Payment Feature • The customer can see the paid or unpaid balances • Click on the sales order number to see a copy of the invoice.

  17. How to use the Invoice Payment Feature • The customer can even make payments on their account. • Just select the invoices that you want to pay (or click pay all) • Fill in the credit card info This payment will post to the account automatically.

  18. How to use Order History • Customers can use the Order history screen to see open or shipped sales orders

  19. How to use Order History • To see open orders or shipped orders use the drop down box at the top of the screen. • The customer can search by the following: • PO number • Job name • Order number • The customer can search at 30 or 90 days. If they use the All past orders search it will pull up all orders that are still in the system. This is 3 years worth. THIS TAKES TIME!!

  20. How to use Order History • Just click on the order number to see that invoice. • The signature off of the palm pilot will show up for the customers delivery confirmation!!

  21. How to use Order History • The customer can add items from a previous order to the cart or add the entire order to the cart. • The customer can send themselves an email receipt copy of the invoice as well.

  22. How to Create Orders • Customers can create orders on the site very easily. • Just find the products that you are looking for and add them to the cart. • Put the quantity you need in the box and click add to cart.

  23. How to Create Orders • The shopping cart will keep track of the last product that was added, your subtotal, and the number of items in the cart. • You can view the cart • You can checkout from here.

  24. How to Create Orders • When you view the cart you can: • Change quantities • Remove items • Continue shopping • Checkout

  25. How to Create Orders • Checking out is a very simple process. • Click checkout • Fill in the necessary information • You must pick a shipping address • If a PO number is required it will not let you proceed without one • Special instructions go to line 24

  26. How to Create Orders • The customer gets one last chance to review the order before printing. • If the order is short in the branch the customer chooses this message will appear.

  27. How to Create Orders • If the customer gets this message: • They can take these parts off of the order • They can process the order • If the order has a short on it: • The order will not print. The inside salesman on the account will get this message

  28. How to Create Orders • If there are no shorts on the order and the shipping address is valid then the order will print. • The inside salesman on the account will be the written by on the order. • The customer will receive an email confirmation of the order.

  29. How to Create Orders