User Manual - Home Guard Sales
Contents
1. End Customer Franks Contracting Measurement Type Imperial Quote Date Statue Estimated Sho Date brcireion Date FO Numb T Salesperson Porter Frane This screen allows the user to specify information for the quote The two sections of the Add Quote screen are Quote Number and Address Information The Quote Number section provides information about the quote The Address Information screen includes the Billing Address and Shipping Address information The Quote Number Section fields include My Site Identifies the customer site This dropdown list is only displayed if the user is logged in using a customer level login that has multiple sites Required when available Customer Identifies end customer When a customer is selected in the list all the other fields on the screen populate with the default information for the customer Required Quote Date Date the quote is created Locked from user FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 26 of 51 Estimated Ship Date Estimated date the order will ship after it has been uploaded Locked from user Expiration Date Date the quote will expire Locked from user Measurement Type Measurement for the quote and will impact the line item dimensions The two choices are imperial and metric e Status Status of the quote The two status values to choose from are2. Designer 0 00 w 0 00 1A 0 00 v Misc 0 00 v Windows amp Doors 0 00 E Pricing Method Markup From Cost v Terms Net 30 Salesperson Jeon Janice Tax Percent 5 Tax Title Tax Percent 1 2 Tax Title 1 Tax Percent 2 Tax Title 2 Tax Percent 3 o Tax Title 3 Tax Percent 4 0 Tax Title 4 The user can enter information into the following fields Categories Pre assigned by the manufacturer Categories contain their own orderable parts and discount tables Optional Markup Margin Discount Each product category can have a markup percent or multiplier based upon manufacturer settings margin or discount percent or multiplier based upon manufacturer settings depending on the pricing method specified for the customer The price to the end customer will apply the specified value to the part and each option if a table isn t defined If a table is defined this value will be used for the part given no value is defined in the table for the part and the value will be used for all options that have no value defined in the table Table Each product category can have a Markup Margin Discount table depending on the Pricing Method specified for the customer Optional Pricing Method Customer pricing calculation method The user must select one of these three options from the dropdown list Required Markup from Cost Discount from List Gross Margin
3. 3 add new discount table click the bution Please cresta new table by choosing a name and then assigning the table to product category Table Name Product Category s ares 4 Enter the name of the new discount table and choose the product category 5 Click the OK button to add the new table or the Cancel button to cancel the changes 6 When is selected the screen will display the parts for the category The user can fill in the table with the discount s per global option and per part specific option Now the table is available to be assigned to customers in Customer Setup FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 14 of 51 7 To edit the name of a discount table select the icon The user will be prompted with the following box Edit the table name Old Name New Name Cancel 8 Enterthe new name 9 Click the OK button to save or Cancel button to delete changes 10 To delete a table click the icon This will permanently delete the selected table 11 In the Parts tab if the option checkbox is checked off for a part then the value entered for the part will be used for the part s options unless an overriding value for the option has been entered 12 Click the Options tab to add pricing to options For example if the user wanted to give away Low E in a special promotion the following step
4. 2010 FeneTech Inc Page 44 of 51 Purchase History Clicking the Purchase History menu brings up a screen for the total invoiced sales for a specified time period total overall sales item quantity and percentage of item sales The user can display information by Orders Parts or Options for designated starting and ending dates 4 Clicking the Customers button will summarize customer information for all orders during the designated time frame 2 Purchase History nding Date 1 cene ex Crate Core 1509 270 470 95 100 00 FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 45 of 51 a Clicking the P from the customer column will display ordered part sales screen detailing the part sales for the selected customer E Purchase History Overall Totals m 52 20 09 100 00 z Clicking the from the customer column will display ordered option sales screen detailing the option sales for the selected customer Purchase History maa a Orders Pate aione loverali 76 191 24 100009 FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 46 of 51 Clicking the OR from the customer column will display the orders for the selected customer 2 Purchase History manes oer onion 2 Clicking the button will
5. H button will copy the current line item and paste it at the end of the quote 43 The button will delete the line item from the quote 14 The up and down arrow buttons allow line items to be moved FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 36 of 51 Alternate Wizard When entering an opening designer part or a bay or bow the following screen will appear Note This screen launches downloads that installs components on the user s computer that makes opening bay and bow configuration simple This functionality is only available on Internet Explorer 7 and 8 and FireFox 3 FeneVision Improving the Flow of B Web Center Loading Alternate Wizard After you have dosed the Alternate Wizard dick here to go back to Quote Entry FeneVision The first time this screen is opened the user needs to follow the on screen instructions to download the appropriate components onto their computer If using Internet Explorer the user may also wish to use the following instructions which allow the browser to automatically launch Opening Designer or the Bay Bow Designer If the following steps are not taken the user will need to manually launch the Opening Designer or Bay Bow Designer each time they access this page 1 2 When the Web Center website is open locate the top tool Click Tools Internet Options In the Internet Options screen click the Security tab Click the Trusted Sites icon Click the
6. UVM HSE ve ni bea ma DEO susan 2 Seres dat 9 To edita line item select the link in the part column to display the edit quote item screen 10 To change the quantity of an item enter the new amount in the provided field and click the Update button 11 To view a line item price breakdown click the link in the price column The user can to edit the price of the part and options The Order Item Price Breakdown screen provides the following information e Part Price Price of the part Item Price Sum of the part and option prices for the item Will be the same as overall price when the ordered part does not have sub line items However when the ordered item has sub line items that priced the overall price will obviously exceed the item price Cost Cost for the item Will be the same as overall cost when the ordered part does not have sub line items However when the ordered item has sub line items that have a cost the overall cost will obviously exceed the item cost Overall Price Sum of all part and option prices on the ordered item and all sub line items Overall Cost Sum of all item costs on the ordered item and all sub line items FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 35 of 51 E Line Item Price Breakdown 109817 1 Mj ww E 12
7. Terms Default payment terms selected via the Terms dropdown list Optional FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page of 51 Salesperson Identifies the default salesperson for the customer through the dropdown list Optional Tax Percent Customer tax rates Optional Tax Title The title for each tax rate Optional 5 Enter address information into the Billing Address and Shipping Address Sections Adare Aeres 2 lcu ze fossa o ex 380 59 3530 Heche ere Exzsix E s ema In the billing address section the user can enter the billing information for the new customer If the shipping address is the same as the billing click the Same as billing address checkbox which will become read only 6 Whether the Same as billing address checkbox is selected or not the Ship Via will not be read only Click on the apppropriate method using the Ship Via dropdown list 7 Click the Add button The customer will be added to the list on the left side of the Customer Setup Screen If the user does not want to add the customer click the Cancel button The customer will not be added to the customer list FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 9 of 51 To delete a customer from the existing customer list complete the following 1 Find the customer t
8. Available and On Hold Note On Hold quotes cannot be uploaded to the manufacturer Terms Payment terms PO Number Purchase order number for the quote from the end customer Must be unique Customer Reference Text that uniquely identifies the particular quote Salesperson Salesperson name This would be the salesperson assigned to the quote Quote Contact Contact name for the Quote Required Margin Discount or Markup Discount markup or margin for the quote If specified it overrides any values specified for the customer in the Customer Setup webpage Quote Comment General comments about the quote Comments will remain on the quote when it is uploaded to the manufacturer and also print on reports Optional Quote Notes Notes regarding the quote Notes do not remain on the quote when it is uploaded to the manufacturer They are for internal use only and do not print on reports Optional The Address Information section fields include Billing Address Automatically filled in when the customer is selected and is configured in the Customer Setup screen Read Only Shipping Address Automatically filled in when the customer is selected with the address configured in the Customer Setup screen Clicking on a field and typing the desired information will override the default address Ship Via Ship Via method for the quote Shipping Comment Shipping comments for the quote which will
9. Sites Button Add the Web Center website to the list and close the box Click the Custom Level button for trusted sites on the Internet Options box When the Security Settings screen displays scroll down to the Downloads section and change the setting for Automatic prompting for file downloads to Enable FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 37 of 51 7 If the user has changed it from Disable to Enable the user must close Internet Explorer and reopen it EJ SE Asamas crane for edo Pr G bale a s Remensi PE ss Tees ec ee you restart Intenet oe Rene mamoe 0 S sem mum erm Quote Maintenance The Quote Maintenance screen provides a centralized location in which quotes can be uploaded edited and or deleted To access the quote maintenance screen click Quotes Maintenance FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 38 of 51 El Quote Maintenance sveiistie Lon moss Expired Ueioaded 110088 1 28 2010 Window Mat 1 200 337 44 office 110083 Window Mart r 50 00 Main Office 110096 ASC Homeowner 2830 r vain 110095 CUI B 2 110093 ABC Nomactnar B D O r 0100 110092 pomum BQO re 5962 72 Main 110091 ie s 50 00 vain otte 130090 mansis custumer
10. company FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 40 of 51 3 Open and complete orders can be viewed depending on the tab selected H Order History FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 41 of 51 4 Click on the order number the left to view the order status page shown below Read only H Order Status seer Order Date Reke bate Target Ship Dotes 7 11 2008 Ship Dat Invoice Dates Doors t Window aha ei SER AUTO Foam WA 65 5 Click on the link next to the ship date to view shipping information for the order B Order Status Genero Shipping Onder Number 207017 Onder Date Comment 700 04 Doue Hung Window 362 WX S U 2H assat te a I LUI HCI IG STD Sereen Coreen Type hale Seven Motena HERD SCAN L 5 700 04 Dou Huna Window 3112 W X28 U2H AUTOR qual Gacsr QuAL Handle sa FT seres W C Window Color utr Glass Configuration Glass Typs 07SC McDonald Gerard Order Type femel Ack Dare 2 17 2006 MILLER My Site 225 Doors amp Windows Target Ship Date 005 Salesperson Ship Date 3 4 2005 Invoice Date ERU UB EMG SEEN CTI pct STD Screen Screen Type HALF Sero Material PIBER SCAND Losks CAUTCUR
11. et matiaallusers Main Office administrator thermo Main Office standard User ate Modify Customers t Pricing Creae modife Modify Quete Pricing Upload Quotes losd Quotes vith Enceptionz Vieu Cost View Pricing ooo oo ooo View Quotes of All Users 3 The default permission is set to Administrator equivalent to a standard user with all boxes checked If a Standard User is selected permissions can also be selected Permissions that can be selected are as follows Create Modify Customers amp Pricing Create Modify Quotes Delete Quotes Modify Quote Pricing Upload Quotes Upload Quotes with Exceptions View Cost View Pricing FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 18 of 51 View Quotes of All Users 4 Click the Add button Note Users can be edited and deleted Some users don t have a delete icon next to them these users were created by the manufacturer and therefore cannot be deleted My Login The My Login screen allows the currently logged in user to change their First Name Last Name E Mail Address and Password FeneVision puse Improving the Flow of Business Web Center Save Changes Powered ay FeneVision FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 19 of 51 Using Web Center Once users have been created the users will be able to enter quotes upload quotes to the manufacturer track the status of open o
12. show sales information for all orders during the designated time frame 2 Purchase History E lera a ending ote a Pans Opto Overall Totals L391 100 00 Note The total sales dollar values do not include sales tax or non taxable miscellaneous charges from Order Status FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 47 of 51 3 Clicking the button will display all parts purchased for the chosen dates This screen displays the total sales for the given time period and also the percentage of total sales for each part 2 Purchase History me usos a eana Copons overall Tota 1391 193 442 99 100 00 Clicking a part from the Part column will display ordered option sales screen detailing the options sales for the selected part E Purchase History starting Data 57572005 m Ending Date frisr2008 m cues Overall Totals 35a 3128 84 100 00 FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 48 of 51 b Clicking the P will display a screen detailing part sales for the chosen dates for the selected option Purchase History angone ae is ze H 3 Overall Totals 2 100003 4 Clicking the button will display a scr
13. Copyright c 2000 2010 FeneTech Inc Page 28 of 51 Iz Display Global Options Changes screen This allows the user to globally modify add edit or remove options for all line items and alternate wizard selections on the quote 9 Global Option Changes e Print the quote report in Adobe Acrobat format PDF N Quote information will be imported into a third party application The quote export file name will be quotenumber csv The file layout will be as follows The first record of the file is the header record for the quote The following records are each line item for the quote Each file in the file is wrapp o Example 109829 123 Doors amp Windows 1 7 2009 double quotes in a string field will have a double quote appended to it o Example original string 123 Doors amp Windows Double Quoted output 123 Doors amp Windows Double Quoted Any line feeds will stay the same o Example original string 123 Doors amp Windows output 123 Doors amp Windows in double quotes and separated by a comma If the user or site doesn t have necessary permissions for a field then it will fill that field with a blank If the user does not have permission to view pricing then it will fill the field with FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 29 of 51 The header record will contain the following columns FeneTec
14. FeneTech Inc FeneVision Web Center Improving the Flow of Business FeneVision Web Center User Manual February 2010 FeneVision is a registered trademark of FeneTech Inc FeneTech Inc 1455 Danner Drive Aurora Ohio 44202 Phone 330 995 2830 Fax 330 562 8688 www fenetech com FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 1 of 51 Table of Contents OVERVIEW SYSTEM REQUIREMENTS 3 SETU CUSTOMER 5 TERMS amp SHIP VIA 12 PRICING 13 Discount Markup and Margin Tables 14 COMPANY 16 Information 16 Users 18 MY LOGI USING WEB CENTER STARTING 20 DASHBOARD 21 SEARCHING 24 Quores 26 Quote Entry 26 Alternate Wizard 37 Quote Maintenance 38 ORDERS 40 Order History 40 Production Status 43 Purchase History 45 Support Files 50 EXITING 50 FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 2 of 51 Overview The FeneVision Web Center application is a member of the FeneVision family of software products that are pioneering the path of visual manufacturing within the fenestration industry The FeneVision products are designed with an open architecture and can easily interface to the user s existing business systems System Requirements The FeneVision Web Center application has specific hardware and software requirements please reference the FeneVision Hardware amp Software Requirements document FeneTech Inc Copyright c 2000 2010 FeneTe
15. S 3 1700 04 Double Hung Window Siz was ie sious soas FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 42 of 51 Below is a sample of shipping information Route DOORS WINDOWS Target Ship Date Actual Ship Date 3 4 2005 700 DH Double Hung Window 700 DH Double Hung Window 700 DH Double Hung Window 700 DH Double Hung Window 700 DH Double Hung Window 700 DH Double Hung Window 700 DH Double Hung Window Production Status The manufacturer may elect to allow the Web Center users to see Production Status for orders If this is the case a link to Production Status will be displayed between the order header and the line items on the order Order Status Order Number 109881 PO Number OPENING123 Normal Customer Ref 123 Doors a Windows Target Ship Date Salespersor McDonald Ship Dat Invoice Date Production Status Tes 000 Non Taxnble Misc 0 00 Total 5423 32 FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 43 of 51 When the Production Status link is selected the following screen Order Production Status appears E Order Production Status Order Number 109881 Order Dat 4 15 2009 Order Type Normal Ack Date 4 15 2008 My Site 123 Doors amp Windows Target Ship Date 2 27 2005 McDonald Gerard Ship Date Invoice Date PO Number OPENING122 Comment FeneTech Inc Copyright c 2000
16. arch fields however only click one search field to perform the search FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 24 of 51 3 Click the Search button when ready to find a quote in the system The following is example of user looking for an address containing the number 13 Quete Number PO Number astomer Ref address Phone Number 4 columns can be sorted by the column header Choose between the following search options lt quote link is selected the quote entry page for the quote will be displayed Ifthe Automatically open Quote Entry if match is found checkbox is selected instead of displaying search results the quote entry screen will appear when only one match is found Searching for an order is very similar to searching for a quote The only exception is that the user can search on an order number instead of quote number and it will display the order status page instead of the quote entry page FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 25 of 51 Quotes The customer can generate quotes through FeneVision Web Center and upload them to the manufacturer as orders Quote Entry There are two ways that a user can get to the quoting screen Create New Quote Click the button on the Dashboard or Click Quotes Quote Entry Add Quote Upon entering the quoting screen the Add Quote screen will appear as shown below l Add Quote
17. ch Inc Page 3 of 51 Setup There are several required and optional features to be setup before using Web Center The top portion of the Dashboard contains navigation menus and links described below FeneVision pe Improving the Flow of Business Web Center The above navigation menu includes the following items Dashboard Landing page for Web Center Search Displays the Search Screen Quotes Directs the user to a menu of links Quote Entry and Quote Maintenance Orders Directs the user to a menu of links Order History and Purchase History Support Display a menu containing a link to Files Set up required Setup Directs the user to a menu of links to setup the application Login The user can enter their name and change their password The setup menu contains links to setup a customer base payment terms shipping methods pricing table and company information This section will explain the setup menu options FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 4 of 51 Customer A customer must be setup in the application prior to an order being entered for the customer To setup an account complete the following 1 Click Setup Customers The left side of the screen is where customers are added The right side of the screen lists customer details for the selected customer FeneVision Improving the Flow of Business Web Center pe 2 Fenetech Powered FeneVision FeneT
18. e user to configure the line item quantity sizing options and comments The following is an example of a 700 DH window E Add Quote Item raa cancer 700 DH ras 4 Enterthe required information in the following fields Quantity Line item quantity Call Size Width and height of the ordered part in using the industry standard call size The value entered in this field will be converted to the specified measurement type on the quote header and the converted value will be displayed in the Width and Height fields The standard format of this field is FIFI where F Feet and Inches Width Width of the ordered part Decimal or fraction values be entered Disabled when a call size is selected e Height Height of the ordered part Decimal or fraction values may be entered Disabled when a call size is selected Thickness Thickness of the ordered part Decimal or fraction values may be entered FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 32 of 51 5 Configure Options If option is required the user will not be able to make further selections until the required choice is made In the example below the screen is a required choice Once an option is selected the user may proceed with further option selections or add the quo
19. ear Logo 4 Edit the Company and address information in the provided fields as needed Note this information will be displayed on the quote report given to the end user 5 The Default Mfg PO Number and Default Mfg Customer Ref settings are used when the quote is uploaded to the manufacturer The PO Number and Customer Ref between the Web Center user and the end customer are not necessarily the same PO number and Customer Ref between the manufacturer and the Web Center user 6 To add a logo click the Browse button Select the logo to be added 7 Press Upload Logo to upload the logo to Web Center Press Clear Logo to remove the logo from Web Center The logo will be displayed on reports given to the end customer 8 Click the Apply button to save or the Cancel button to delete the changes FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 17 of 51 Users To add additional users or change the permissions of a user complete the following 1 Click on Setup Company Users 2 Click the Add New User button and then complete the information on the right side of the screen User name password and permissions are required Note If the Inactive box is checked the user will not be able to log into Web Center E User Setup Add User Ee van once Man ofice TS joniglas Inactive Main Office Inactive r tin ofc O
20. eat Di M 130089 2 4 2010 mana s 0 00 vain 11008 maris aluser cust oom a isi 11006 1 30 2020 Maria s custorne 31 039 34 Mein Office 110085 Mar Upload Selected Quotes To Manufacturer Several tabs are provided to help manage the quotes These tabs are as follows Available All quotes except those with a status of On Hold that have been entered On Hold Quotes placed on hold Expired Expired quotes Uploaded Uploaded quotes The links and buttons in the Order Maintenance Screen allow the user to do following Quote Link Quote entry page for the quote will be displayed Red Box on Quote Number Quote has at least one line item with an exception Edit Link Enter a PO Number and Customer Ref These values will be uploaded to the manufacturer as the PO Number and Customer Ref on the order The default radio button selections can be specified in the Company Information setup screen i goce sco Update Conc in ome c customer nef Print the quotelorder to PDF Adobe Acrobat FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 39 of 51 0 _ Copy the quote to new quote and automatically open up Quote Entry for the new quote posto the quote To upload selected quotes to a manufacturer complete the following 1 Click the checkbox to the left of each quote to be uploaded Upload Selected Quo
21. ech Inc Copyright c 2000 2010 FeneTech Inc Page 5 of 51 2 Click the Add New Customer button producing a new template for adding customer information as shown below E Customer Setup qne O nate o s n escurement Type E o o o Designer ac o v vac E Windows amp Doors ring menas arp ron cost T B lt HE reme Sees Dow 0 rax Percent E Je 1 Tax Tite Cl Teens o0 s Tax Tite 2s f FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 6 of 51 3 Enter the customer information under the General Section Name Notes Inactive B Default Measurement Type Imperial The General Section consists of the following Name Customer s name Required Notes Notes regarding the customer Notes are for internal use only and do not show up on any reports Optional Inactive Enables an inactive status for the customer Quotes can not be added for inactive customers Default Default customer information used to pre populate information when adding new customers Only one default customer can be set up Measurement Type Default measurement type FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 7 of 51 4 Enter information into the Financial Section
22. een detailing option sales for the chosen dates The screen displays the total option sales for the given time period and percentage of total sales for each option E Purchase History Starting Date ya Bm Ending Date 2 a cuire oxi Core Overall Totals 10 272 17 294 07 10 00 FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 49 of 51 a Clicking the P will display screen detailing part sales for the chosen dates for the selected option E Purchase History soning ome a Ending oste aan E Customers rers Pans ic 3142545 100 00 Support Files The Support Files page allows the Web Center user to download documents and files from the manufacturer These files may be downloadable by all Web Center users perhaps a generic sales brochure by the customer associated with the login perhaps a price book for the customer or by site perhaps tax tables for the city the site is located in Exiting Click the Sign out link in the upper right corner of the screen FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 50 of 51
23. g the Flow of Business Web Center In the upper right corner the login name appears The Home link is used to access the manufacturer s website By clicking the Sign out link the user will log out of Web Center The navigation menu includes the following items Dashboard Landing page for Web Center Search Displays the Search Screen Quotes Directs the user to a menu of links Quote Entry and Quote Maintenance Orders Directs the user to a menu of links Order History and Purchase History Support Display a menu containing a link to Files Set up required Setup Directs the user to a menu of links to setup the application Login The user can enter their name and change their password FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 21 of 51 The Open Orders section of the Dashboard shows all orders pending at the manufacturer pen Order mm sawnos M s sr Dosmnwnsoe S 20787 Desa Wee Of oe cores Tp 10975 cei eoe S messi Wade B poen E sata soon nwm 87 isa wo aca wehe 109746 zu 2 s 100746 erioa a99 g E asa gs s The Open Orders section displays open orders in FeneVision CORE The orders displayed have been uploaded from Web Center Remote Order Entry or originated in FeneVision CORE Order Order number assigned in FeneVision CORE Clicking on the o
24. h Inc Field Permission Checked OrderNumber PONumber Manufacturer SiteName OrderDate CustomerRef OrderContact MeasurementT ype SalespersonName ReqDate Discount Markup Margin Value Yes OrderNotes OrderComment Shipping CompanyName Shipping Addresst Shipping Address2 Shipping State Shipping ZipCode Shipping Phone Shipping Fax Shipping ShipVia Drop Ship Shipping Comments SubTotal Yes TaxTotal Yes Misc Total Yes Total Yes Copyright c 2000 2010 FeneTech Inc Page 30 of 51 The detail record will contain the following columns Field Permission Checked Lineltem SubLineltem Quantity Part CallSize Width Height Thickness Cost Yes UnitPrice Yes ExtendedUnitPrice Yes SqFiPrice Yes OptionsDescription IsSurchargePart Comment Exception To enter line item information complete the following Select a category from the left dropdown list This will filter the part list to only the parts that exist in the selected category 2 Selecta part from the right dropdown list category Windows 8 Doors rar LAT Total ao FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 31 of 51 3 Click the LA button to view the Add Quote Item page This screen allows th
25. ink will display the Quote Entry page for the quote Date Date the quote was entered Customer End customer for the quote PO Number Purchase Order number for the quote Customer Ref Customer Reference for the quote My Site Web Center s customer s site Total Total currency amount for the quote Expires Date the quote must turn into an order to preserve the pricing given at the time the quote was entered The manufacturer controls the number of days quotes can exist before they expire through a setting in the Web Center Administration site All columns can be sorted by clicking on the column header FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 23 of 51 Searching To search for orders or quotes complete the following Click the Search menu item Quote Number PO Number Phone Number FI automatically open quote Entry if match is found Search The default search screen is to search for a quote however the user may search for an order as well The quote search fields include the following o Quote Number Quote number assigned to the quote Number Purchase order number on the quote o Customer Ref Customer reference information on the quote o Address Any portion of the street of the quote s shipping address o Phone Number Any portion of the phone number from the quote s shipping address 2 The user may enter information into multiple se
26. o be deleted in the list on the left side of the customer setup screen 2 click the button nextto the customer FeneVision Improving the Flow of Busini Web Center pe E Customer Setup Ada Custom House Account Default Fenetech 7 FeneVision FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 10 of 51 To edit a customer complete the following Click on the customer in the customer list on the left side of the screen and the following screen will display on the right Name ABC Windows Notes Inactive No Default No Measurement Type Imperial 2 Click the Edit button 3 Make all necessary changes 4 Click the Apply button to save the changes or the Cancel button to cancel the changes FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 11 of 51 Terms amp Ship Via To add payment terms and shipping methods complete the following 1 Click on Setup Terms amp Ship Via On the left side the user can add edit or delete terms On the right side the user can add edit or delete the ship via records E Terms amp Ship Via Setup Terms Ship Vis 2 Inthe field under the Terms section enter the name 3 Click the Add button These can now be used in order entry or customer setup 4 Click on the Edit button next to the appropriate Term or Shipping Method to edit them 5 Rename the value 6 Click on the Update button
27. rder number blue link will display the Order Status page for the order Date Date the order was received by the manufacturer PO Number Purchase Order number for the order Customer Ref Customer Reference for the order Total Total currency amount for the order Site Web Center s customer s site The manufacturer can create customer level logins for Web Center These logins may have more than one site When a quote is created the site must be selected if more than one exists consider a login for a company that has branches in many cities they might have three sites Columbus Cincinnati and Cleveland Received A checkmark in this column indicates the order was received by the manufacturer In Process A checkmark in this column indicates the order was acknowledged by the manufacturer Shipped A green checkmark in this column indicates the order was fully shipped A red checkmark in this column indicates the order was partially shipped FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 22 of 51 All columns except Received be sorted by clicking on the column header The Quotes section lists all non expired quotes currently pending in FeneVision Web Center These quotes have not been uploaded to the manufacturer Quotes The Quotes List displays the following information for a pending Quote Quote Quote number Clicking on the quote number blue l
28. rders and view their own order and purchase history This section will explain the steps to complete these functions Starting 1 Enter the Web Center URL into the address toolbar of a browser window A login screen similar to the one below will be displayed FeneVision Improving the Flow of Business Web Center E remember me nn Powered FeneVision 2 Enter the assigned user name and password The user may also check Remember Me This will place cookie on the user s machine that remembers their login information so they won t be forced to log into Web Center again 3 Click the Sign In button Note There are security ramifications of clicking Remember Me On a public computer or a computer used by more than one user all subsequent users will be able to access Web Center using the original user s login information The manufacturer can hide this checkbox through the Web Center Administrator site FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 20 of 51 Dashboard The dashboard screen is the landing page for FeneVision Web Center This page provides a quick snapshot to open orders uploaded to the manufacturer and non expired quotes that have not been uploaded FeneVision IE Improving the Flow of Business Web Center Windom Quotes oA Deom ey FeneVision The top portion of the Dashboard contains navigation menus and links FeneVision cp ee Improvin
29. remain on the quote when it is uploaded to the manufacturer When all information is entered click the Add button to save or the cancel button to cancel changes FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 27 of 1 Quote Entry After selecting the Add button the Quote Entry screen shown below will be displayed E Quote Entry y Quote Number 109850 PO Number My site Quote Date 1 20 2008 Customer Ref Contact Measurement Type Imperial Salesperson a ESL Ship Da Frank s Contracting Terms 3 Available Discount 46 Subtotal The Quote Entry screen has two sections Header Information and Line Item Information Header Information shows the information entered in the Add Quote screen Line Item Information is the section where the user will select items to quote The Header Information contains the following Lem Edit the header information It will display the Edit Quote Header page similar to the Add Quote Page When all information is entered click the Update button to save the information and return to the Quote Entry screen Note that the customer can be changed on the quote header only if the quote contains no line items Closes the quote and display the dashboard Clicking this button will not prevent the quote from being modified in the future The user can come back and edit the quote at any time until it expires or has been uploaded to the manufacturer FeneTech Inc
30. s would be completed a Click the Options tab find the Low E option and enter 100 This will give free Low E to any customer assigned to the Free Low E table E Category Discounts Product category Discount Table ors pare FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 15 of 51 b The green down arrow allows the specified value to be filled down to all parts below the row if in the parts tab or all options below the row if in the options tab Company This section will show how to enter company information and create users Information To enter information about a company complete the following 1 Click Setup Company Information 2 Click the name of the Web Center user s site in the list on the left side of the screen 3 Click the Edit button on the right side of the page to add information FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 16 of 51 Name Fenetech Address 1 1455 Danner Drive Address 2 City Aurore State Zip Code 44202 Phone Fax Web URL wwwefenetech com nts Default Order order ro Blank Override mfa Default customer customer Default Mfg Customer Rel Order Customer Default Mfg PO Number customer Ref Blank Override L M LI Upload Logo Cl
31. te item NOTE Shape and Muntin managers are available through the Web Center options wizard When configured an extra button will display in the Input column which will take the user to either the Shape Manager or Muntin Manager web page Add Quote 700 DH 8 1 H View Summer 3r RI ce 6 Line item comments which are any notes needed to be made regarding the part being entered can be typed in the Line Item Comment field Optional Line Item Comment Update Cancel FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 33 of 51 7 The part being entered includes a link to a larger view Click the View Summary link to see the larger image and a summary of the options selected Web Ci Color w WHITE Size OPN ROUGH OPENING SIZE MFG WITH DEDUCT Sereen size FULL SCREEN Glass tint CLEAR FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 34 of 1 8 When all fields are completed and required options have been configured the Add button will appear Click the Add button for the line item to be added to the quote a uote Entry TAD ma Quote Number PO Number My site 123 Doors amp Wado nre Date imer p Customer Salesperson pac Es Tem xe E Marka 9 lE sos Die rura Windon E sus 200 Cortera
32. tes To Manufacturer 2 Clickthe button located in the Available Tab of Quote Maintenance The manufacture can configure the message the customer will see at this point See the screenshot shown below for an example Windows Internet Explorer 7 You are about to upload the selected quotes as orders You are responsible for the content of each order Do you want to proceed Ce Cee 3 Click the button to upload the quote s 4 Once the upload is complete a confirmation screen will appear that lists all quotes successfully uploaded and those that failed to upload The number on the left of the screen is the manufacturer s order number All successfully uploaded orders will now display in the Open Orders section of the Dashboard E Order Confirmation The following orders were uploaded successfully Orders Orders are either uploaded quotes by the Web Center user or entered directly by the manufacturer The customer will be able to view both types of orders as they are processed by the manufacturer This section will explain the tools available to monitor orders Order History The user can view order history whether or not the order has been placed through Web Center To do this complete the following 1 Click Orders Order History 2 Enterthe desired date range and click on the Submit button This will display a list of all orders and quotes placed by the Web Center user s
33. to save or the Cancel button to cancel changes FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 12 of 51 7 ctick the button next to the appropriate value to delete a Term or Shipping Method The user will be prompted to validate the deletion E Terms 8 Ship Via Setup Terme Ship Via Pricing Below are the three types of pricing methods a price table can be setup with count from List Reduction from manufacturer s list price For example if the manufacturer list price for a window is 50 00 and the discount is 10 the price to the end customer will be 45 00 Markup from Cost Increase from cost manufacturer s price to the Web Center user For example if the manufacturer s price to the Web Center user is 50 00 and the markup is 10 the price to the end customer will be 55 00 Gross Margin Difference between cost and selling price For example if the manufacturer s price to the Web Center user is 100 00 and the margin is 20 the price the end customer will be 125 00 FeneTech Inc Copyright c 2000 2010 FeneTech Inc Page 13 of 51 Discount Markup and Margin Tables To set up pricing tables complete the following 1 Click Setup Pricing Discounts Markups Margins 2 In the example below category discounts is used as the pricing method Follow the same procedure to set up markup and margin tables I Category Discounts Product Category Discount Table
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