Connection

1. Connection CompuCom’s Client Portal http://source.compucom.com

2. Getting Started http://source.compucom.com • Main Page – left hand side • Click “Sign In”

3. Sign In Options If you would like to establish access to your company's account, please sign up. If you simply want to browse through the site, use the "Guest Access" link. Temporary access for browsing. Site set-up is not required. Use this only if you do not have an account with CompuCom. Enter your email address below. You will receive an email containing a link that will allow you to change your password.

4. Sign In • Enter e-mail address and password

5. Client Portal Toolbar • Active tool bar stays with you as you navigate through screens. • Customer Specific Logo loaded to personalize the site. • You can navigate directly to desired screen from any other screen. • Toolbar display changes based on the security settings of an account or user. • Ex. – Admin would only be available to users with administrative rights

6. Client Portal Toolbar • View Cart at any time • Get Help on using the site. Includes help on account administration for users with Admin Rights. • Find Account Specific Contact Information, including customer contacts if desired • Link to www.compucom.com for more information on CompuCom • Sign-Out of the site

7. 7 1 8 Product Search Overview • From the toolbar, click on Products • Several different search options/tools are available. 2 3 4 5 6

8. Product Tab1. Browsing feature, Catalog • The catalog is indexed by category. • Select the category of interest. • Each category will have a subcategory and allow you to “drill down” to find the desired product.

9. Product Tab - Catalog1. Browsing, View Results • Once you have selected the lowest level of categorization, a list of the products contained in your customized catalog will be listed. • Add to Cart allows you to select products for quote or purchase. • Click on the manufacturer part number for detailed specs, when available.

10. Product Tab - Catalog1. Browsing, View Detailed Specs • Detailed Specs are available for most parts. • Industry Standard Spec Sheets are provided from CNET.

11. Product Tab - Search2. Product Search, Options • Catalog Search Option • Enter a MFG Part#, Keyword, or Manufacturer Name • You can even us an asterisk (*) as a wildcard. • Filter Options are provided based on the results to further limit result set, as needed.

12. Product Tab – Cart3. Cart Summary/View Cart • Cart Summary is automatically updated as you add products into your cart. • Click on View Cart under Cart Summary • From here you can Edit Quantities, Create Bundles, Save the contents as a Quote or a Shopping List, or Purchase Product.

13. Product Tab - Cart4. Cart Express • If a user knows the exact CompuCom SKU, they can enter the SKU under Cart Express • Once ADD TO CART is clicked, the SKU is added directly to the cart. Cart summary will appear and you can edit your quantities without going through a “search” process.

14. Product Tab – Saving Cart • Based on a users security access rights, users can: • Save Cart; as a shopping list or quote. • To Save a Shopping List, select Shopping List, then simply assign the list a name and click on Save. • To Save as a Quote, select the Quote Option and Click on Save.

15. Product Tab – Saving Quotes • Once you select save as a “Quote,” the site will provide required fields (denoted with a *) needed to complete the quote. • Field requirements are customized based on accounts established profile.

16. Product Tab – Saving Quotes cont. • Once you save, a summary screen is provided with reference number. • If a carrier is selected shipping charges can be estimated. • Taxes can also be estimated if a bill-to and ship-to are provided.

17. Product Tab5. Saved Items • There are two ways to access products you have saved as a Bundle, Quote or Shopping List • Lists are provided by clicking the appropriate link underSaved Items. • See a summary list (previous five) on the right under the sections of: Bundles, Quotes, and Shopping List.

18. Product Tab6. Maintenance • Inactive SKUs link allows an administrator to check bundles for inactive SKUs and replace with a new “standard” rather than accessing each bundle. • You can search a specific SKU or • Show all inactive SKUs contained in bundles.

19. Product Tab7. Configurator Links • Configurator Links allow users access to product research right from the Client Portal site • From the products page under Configurator Links click on the link you wish to access.

20. Site Navigation7. Tools – Configurator Links • Select a configurator to link to • The configurator will launch in a new window. Ex. – Belkin Cable Configurator

21. Site Navigation8. Bookmarks • Allow for a “favorites” type listing specific to the clients site. Bookmarks are similar in function to the Configurator Links, but are available specifically for the clients site, rather than for global viewing. • Bookmarks are a useful way to allow end users to link to client specific information, such as a posting on an Intranet site, without having to leave the client portal site. • Bookmarks are accessed via the Resources page or from the Bookmarks link on the product main page.

22. The resources tab contains tools and information for the end user. Order Tracking/Invoice Look-Up Reports (Formatted & Data Exports) Maintain Bulletins Bulletins Bookmarks Configuration Documents User Tools (My Profile) Password Reset Personal Shipping Addresses Personal Email Addresses Resources Tab

23. Resources – Bulletins • Bulletins allow for an account to post information for end-users directly to the site. • Bulletins are divided into two groups or levels (1 & 2). Access to each level is set within a the security group. Therefore users may be granted access to view level 1 or 2 bulletins, both, or none. • Bulletins have post and expiration dates making managing the bulletins simpler for an administrator. • Bulletins can be text only, contain links, or contain attachments that may be downloaded or viewed.

24. Order Tracking & Invoice Look-Up • Orders can be searched by Invoice Number, or Customers Purchase Order Number. • Additional Search Options are available under Advanced Search. • Includes Date ranges for Invoice, Order Status or Invoice Type, and look-ups by Serial or Asset tag numbers.

25. Tracking Information Tracking information shows a Link to Carriers Site or Invoice View at the box level. Order Tracking & Invoice Look-Up • Search results appear and allow you to view Invoices, Order Summary, or Order Tracking details.

26. Order Tracking – Carrier Links • Whenever available links to the carriers site are provided to track the waybill for a particular box.

27. Reports – Formatted Reports • Formatted reports are end-user reports in a selectable pre-format. • Once the users selects the report and report criteria it will be Emailed to them for review. • Formatted reports are generally available in 90 day intervals.

28. Reports – Data Exports • Data Exports can be “subscribed” to or run ad-hoc. • Data Exports allow users access to data in a raw text file format, allowing the data to be easily imported into virtually any application. • Access to data exports are controlled (at the report level) by the acct. administrator. • Data Export Subscriptions are valid for 90 days from set-up.

29. Need Additional Assistance? Use the “Contact Us” link on the site for your account specific contacts, or for technical assistance email us at websupport@compucom.com