Ecommerce User Manual
Contents
1. basket status Address Line One total tems 2 Address Line Two JU subtotal 430 32 Click here for our Student Offers Date 18 12 2003 Please fill out the shipping information below and click the Continue button If you need to change any items please go to the shopping basket to correct them Address Line Three Farnborough Road CountRegion KENT Postal Code rren Country UNITED KINGDOM required fieids in bold Continue Figure 24 Shipping confirmation Version 1 0 Page 26 of 41 Buy On Line Products and Services Support Special Offers About Us Contact Us EE ID MAGNUSH User with Authoriser rights or Cash C stomers BREESESR sEREeexpRIE Ee SERIE REN deine Enter amp Confirm PRN p shipping Bus lt information e OR Account Customer Enter and Confirm Credit Card Secure Payment Purchase Button the customer PO Number Page v 6 November 2013 7 1 1 Shipping information Shipping Date The shipment date will be automatically calculated by the system according to the lead times of the contents of the basket and the accounts terms and conditions Shipping Address The shipping address will be populated with the data from the quotes basket or if none was entered then with the default shipping address for the customer Lines marked in bold must be populated prior to the user progressing by clicking the Continue button Wh2. Login Panel pssssimelareirni Access general special affers Access to d sector specific Company introduction text welcome pages Figure 3 Generic Homepage If you are an account customer of Viglen and you see the above version of our Homepage then your IT department have not provided Viglen with your organisation s IP address range s If this is the case please contact your Viglen Sales Administrator or your Viglen Sales Account Manager so that we may determine the IP information we require for future recognition The generic home page shown in figure 3 has no customer specific information within it and allows browsers to view Viglen company information and have access to view products at retail pricing Version 1 0 Page 5 of 41 6 November 2013 cem Buy On Line Products and Services Support Sector Special Offers About Us Contact Us cS Date Soroling messages gt LOG IH REGISTER fy Test Organisation Online Store lt Acc No TEO1 Ltd Lng In E nail password Register Einail Updates x To raise a quotation or order that is valid for your organisation please Use SS SERRE i our Account Account the login you have been issued If you do not have access currently then Minen E S EE EE titoreFront pontact your Viglen account manager who will set you up Alternativel wou can register on line now but will do so as a private individual where Welcome to the new Viglen eCommerce web
3. The Ecode function is set in the homepage login panel Entering an Ecode here take you directly into the Product Configurator with the configuration options and details of this predefined configuration loaded 4 2 Standard Product Ranges Viglen standard product range is accessed via the Storefront link when you first login or via Buy On Line from the main menu bar top of screen Both links open the eStoreFront homepage This displays Viglen s main product ranges and allowing further access to explore each range further Home Buy On Line Products and Semices Support Sector Special Offers AboutUs Contact Us 7 ACP Ef Test Organisation The Viglen range is now available to buy online i Acc No TEO1 Ltd When anyone makes an investment they base their decision on solid evidence sucky as financial data industry recognition and recommendations Investing in a PC is no different and that s exactly why great minds think Viglen Order History Your Quotes Customer Selection StoreFront Ar count Manager Accounts Receivable Tr p ae Enma Lowe Go to Parts N Ai 6r Tyg iw Credit Controller Marcus Walker basket status Your basket is empty 1 vine c ata a i n Product range links to view that range s models A Username B Global Account Figure 12 Storefront Product Range Page Account customers be aware before making any product selections unless edi
4. display the progress bar in the footer of the browser window however the exact appearance does vary IE is shown in diagram 4 3 2 Questions List amp Screen Layout Configurations typically have 15 to 22 questions and two additional questions for choosing warranty type and delivery method When making a change to some options this will affect the number of questions displayed This is because some of the options will have dependencies and will trigger a related question to be revealed Because of the number of questions the user must scroll the page up amp down to view all the options Pricing and warnings are displayed on a Running Total panel that floats in the left column to ensure itis always visible while the page is scrolled Also see section 4 3 2 1 for pricing display description When appropriate the configurator will default to a short form version to reduce the number of questions listed to those which are most commonly required If the configurator has done this the extra configurations options tick box will be visible and unchecked The user can override this at any time by ticking this box The advantage of a reduced question list is increased browser performance while using the configurator while allowing the user to chose to view extra options such as 2 hard drive or backup storage This functionality is available on Desktop Range products only 4 3 2 1 Pricing display The configurator refers to all account
5. M 40 9 2 4 Navigation Invoice LIS EE 40 9 25 Invoice Detail Information ccccccccceccececececcececeucecuceeaunecueaenecueaenececaunenscauaunecauauaensveuauaueauneaeneneeas 41 Table of figures Figure 1 Standard homepage small Figure 3 Generic Homepage Figure 4 Account Customer Figure 5 Login page Figure 6 Account Customer Login Stages Figure 7 Account hierarchy Figure 8 Account Selection Global Figure 9 Account Selection Personal Figure 10 Account Selection guide Figure 11 eStoreFront function map Figure 12 Storefront Product Range Page Figure 13 Product Model Example Figure 14 Browser Progress Bar Figure 15 Standard Configurator Options Figure 16 Special Instruction Default Figure 17 Tick box configurator question Figure 18 Configurator Auto correct Figure 19 Component Parts Search Figure 20 Component Part list Figure 21 Shopping Basket Example Figure 22 Saved Quotation list Figure 23 Order processing overview Figure 24 Shipping confirmation Figure 25 Billing confirmation account customers Figure 26 Payment Details Cash Customer Figure 27 Final order preview Figure 28 Order Ok Figure 29 Order Error Figure 30 Web Order History Figure 31 Order Detail Review Figure 32 Access to the ePortal Figure 33 Sales ePortal Query Panel Figure 34 ePortal Sales order list Figure 35 Sales ePortal Drill
6. VJ LR Danana DA nE A4 C Nisa laja 714 0 Version 1 0 Page 39 of 41 6 November 2013 9 2 3 Invoice List Display Mir Us Bay On Line 5 Conta cts ID weneucone i Test rganigatien Accounts Receivable Invoices Your Vigien Comacts Lid fii Meg EUR Lost de Deedes day Elang eg Ea Tara amp Cartier AR wok pa Tor Peed Organiistiem Lir Aja poi dle poco TW aL please viit a BE EE TEE ERSESERESY iride Na Ira Da 56 Mn EX Hi Tatal inta Anin Dein Falaire Diki J ritin TOcd 38s tt 45 64 740 201003 1 Hl 6 4 34H13 EL 1 755522 74603 E1 755 27 i4ntms als ZELLE 4 aos mE hz Pali 10s TOGZ292B4 27 235 30 246012703 Eni iAntm3s TOM aT rz x51 8954 12 240203 ELTJE zanrma TCR 24958 324 Eaa al 2412003 ELE Fa zii aan m3 TORT 3a Ea eles 2412003 1 159052 215407 Ari rima TOR n3 13 541 30 74H 2103 54 1 3 diigii Jani Bale 575 080 24 103 525 Bn 2112405 niina TOGT34553 345 88 24H HDS Page tor EXE ERR E Figure 38 Invoice List A list of the invoice orders found within the search criteria will be displayed as shown above To view further information of an invoice the user can click on the Invoice Number link and to view related payment or adjustment details for an invoice the user may click on the Balance Due Amount link 9 2 4 Navigation Invoice List If more records have been retrieved than can be displayed on screen the following buttons display at the bottom
7. will be displayed For example enter 01 01 03 for all sales orders with a sales order date greater than 01 01 03 Leave the field blank if no starting date is required End Date Enter the ending sales order date in the format dd mm yy For example enter 05 10 03 for all sales order with a sales order less than 05 10 03 Leave the field blank if no ending date is required SO Number PO Number Invoice Number Serial Number m p To select a specific number in one of these fields enter the number a PO may contain characters also into the required field If you do not EE know the full number you can use these fields to search using a wild card search The wild card characters are before the search characters and after the search characters r e To select sales orders beginning with a specific character or characters enter the character string followed by a right bracket For example enter 81 to select sales order starting with 81 e To select sales orders ending with a specific character or characters enter a left bracket followed by the character string For example enter 52 to select all sales orders ending with 52 e To select sales orders containing a specific character or characters enter a left bracket followed by the character string and the right bracket For example enter 52 to select all sales orders containing 52 Figure 33 Sales ePortal Quer
8. 32 Access to the ePortal Use of each flavour of the ePortal is described in detail below 9 2 ePortal ePortal Accounts Receivable 9 1 ePortal Your Sales Orders This function differs from the Order History link on the same menu Order History will only allow the user to view web orders raised against the users own specific personal account number and not the organisations billing account However Your Sales Orders will give the user access via the ePortal to Viglen s live information allowing the user to browse all sales orders for the user web or otherwise and can be used to view track orders through the manufacturing process Account authorisers and those who also have access to their organisation s global account will be able to view all sales orders if logged in against the global account for a recap of account types see 3 1 1 Account selection All other users will only be able to view their own personal sales orders 9 1 1 Sales Order Search Facility ePortal Query panel appears on the left of the page Each search field is case sensitive and should be entered in UPPERCASE Results will be displayed in a list to the right of ePortal Query panel The following search criteria are available to the user Avante User Group DO NOT BUILD THIS Start Date amp Enter the starting sales order date in the format dd mm yy All sales orders containing sales order dates greater than the specified start date
9. Glick Here Glick Here ATA OUT uo erasure Sales Orders forParts Figure 8 Account Selection Global AeSf eqo e se ui peb60 alum peuuojed eq ueo yeu sysej 6uiquosep 1x91 oIueu p UM Qunoooy Bulg 1unoooy eqoj o The majority of Viglen s Web enabled Account Users of the eCommerce website will have access only to their own Personal account Welcome Mr Test Customer ay Previous login 17 12 2003 at 10 51 Please select a company and customer Current Company Customer 1 vIGLEN LIMITED 105031 Test Organisation Ltd Personal Account Selection You are entering the eCommerce site under your Personal Account settings for your organisation This will enable you to carry out the following functions e Generate store and view personal quotes e View personal web sales orders e Generate new sales orders Authoriser status required e View and track all personal sales orders Sales order access required Jes jeuosJag e se ui peb60 ejiuw peuuojed eq ueo Please note to view and print Accounts Receivable Information you will need to have access to a Global Account selection Text dependant on account selection Click Here Glick Here Glick Here hoe i ATA TUS toSearch 5 Sales Orders for Parts A yeu SYS Buiquos p 1X9 OILUEUAP uM qunoooy Buiddiys 1unoooy jeuosi d Figure 9 Account Selection Personal From the point of select
10. control characters no more than 10 characters long For purchase card accounts an additional field will appear under PO Date for the valid purchase card number to be added Purchase card numbers will be validated by our Accounts Department If they cannot be processed then the order will not be progressed The Billing Address details will automatically be populated from the organisations main billing details If the details are fully populated then the invoice for the order will be sent to this address Otherwise the invoice will be sent the shipping address Clicking Submit on this page will present the Purchase Confirmation Screen 7 3 Billing Ordering Step Private Cash Customers Dp erm ET Subloial 211 00 Tan Eim Shipping 0 00 Tel E04 Credit Card information T E Haitia cn cand hn Sm Card Number 22452274602TML41 CV Number 234 Exper ation Dir oct z007 Billing Address Hama ishn smith fubinesa Line Ome 10 The High Sheet OOOO AddessLke ta S AddessLliwe tee cty Eretan Postal Oie al 3x Counting eegen OOOO Phone oza 562 TESS seared fuss io bots ea Figure 26 Payment Details Cash Customer 7 3 1 Cash customer s payment information Name on Card The exact name on the card of the customer must be entered Credit Card Number The 16 digit card number from the front of the customer s card must be entered Credit Card Type S
11. down diagram Figure 36 ePortal Accounts Receivable Figure 37 Accounts ePortal Query Panel Figure 38 Invoice List Figure 39 invoice detail Figure 2 Account homepage small Viglen Ltd Training Manual VTM Approval Implemented by Management Representative of group operating with the Training Manual Technical content approved by Technical management QA Admin amp Issue by e e eenen Date Date 1 0 Introduction This guide provides commented examples of how to use the eStoreFront and ePortal sections of the website identifying the different processing steps required for the different user types 1 1 Target Audience The target audience for this guide is e Cash customers l e those ordering by credit card e Account customers who can browse only Will be referred to as browsers e Account customer purchasing staff who can place or authorise orders Authorisers 1 2 Knowledge Prerequisites This manual assumes working knowledge of the Internet Explorer or Netscape navigator and common web page conventions 1 3 Security The eCommerce Website has security measures in place to protect it These include IP address checking timeouts Username amp Password and secure pages The IP address is checked when the user enters the website checking to see if the user location is recognised If the IP is recognised then the user will be taken to their account homepage otherwise they will be taken to the stan
12. information displayed for each model This example has been isolated to allow clear annotation Version 1 0 Page 15 of 41 6 November 2013 4 2 1 1 Standard model pricing The price shown for each specification is at standard Viglen prices ex VAT and includes standard delivery charges To view the price which your account attracts either use the Buy IT button or the Config IT button to trigger the website to invoke your accounts pricing and delivery charges No models have a monitor selected therefore the cost of a monitor is not included 4 2 2 Links to purchase a model The two main links in this page are e Config IT launches the on line product configurator for the model selected This link allows the standard model to be modified within available options and rules Account discounts and special instructions will be applied automatically as pricing is recalculated after each change is made See section 4 3 e Buy IT Use this if the base model specification is what you wish to buy Using this link will add the model s base configuration to your shopping basket with the default options selected Account discounts will be applied automatically but account special instructions will not eg least memory modules Quiet PC option etc 4 2 3 PPL Models If PPL s have been created for your organisation the link the storefront page see Figure 12 Storefront Product Range Following this link will present a list of models
13. need to reconfigure the product to ensure these new default items are acceptable or amend accordingly 7 0 eStoreFront Order Processing Steps Overview of the web sales order process for account customers Save the Shopping Basket as a new revised quote using Create Quote Saved Quotation Nbr W001 Current Shopping basket containing a list of items to be purchased TEENY Item selections saved to the shopping basket Figure 23 Order processing overview Make additions or deletions of items reconfigure systems Problems found with configurations User is returned to Shopping Basket screen Problem configurations are indicated in red enfiguratio revalidated Confirm Purchase against current Order Preview No Config Confirmation Order Loaded into Avante issues found When a shopping basket is Purchased the first step is the shipping address confirmation page Amend the shipping address as necessary The Shipment date is automatically calculated from either Viglen s default lead time or from a default lead time negotiated for your customers account 7 1 Shipping Ordering Step Home Thu 4 Dec 2003 Test Organisation Shipping Customer Selection Shipment Date Accounts Receivable Admin Loq Off Shipping Address
14. new user registration option This will also happen if the browser tries to use any of the links on the webpage to account information Login can be as a private customer by registering on line as a user or login can be made as an account customer by using a login name provided by your Viglen sales account manager Logging in as an account customer will give you access to the account customer homepage regardless of being recognised or not by IP address The additional benefit of registering your IP address with Viglen is for private customers logging in from your organisations network For example staff and students on campus at a university will attract the university s discounts and special offers when recognised by IP address while only being able to place orders using their credit card payment The same users logging in from their home computer will not be IP recognised and therefore will no longer receive preferential pricing Version 1 0 Page 6 of 41 6 November 2013 2 2 The key elements of the homepage While many of these links are visible before a User logs in most links with the exception of Config It will direct the browser to the User login page before allowing further access 2 2 1 2 22 Login Panel Allows returning users to login entering their username and password details Account customer browsers and authorisers must login to access their personal security setup enabling them to quote and order against their Accou
15. the eCommerce website On line registered users will only be able to pay by credit card as a private customer quotes raised as a private customer cannot be used by account customers and vice versa Account customers can only be web enabled by Viglen personnel please contact your Viglen Account Manager for details 3 9 Type of customer and behaviour of buy on line eStorefront functions The behaviour of the buy on line functions eStoreFront is determined by the type of customer you have logged in as to recap these from the previous section 3 3 1 Private Cash Customers e Private Cash Customers e Private Cash Customers with account customer discounts via IP address recognition NB Credit card payment required for both the above 3 3 2 Account Customers The Account customer Users are subdivided into browsers and authorisers Browsers can select products configure PC s and add them to their basket but can only progress to the stage of saving a basket as a quote Figure 23 Order processing overview e Authoriser s can perform the actions of a browser but in addition has the authority to progress quotes and shopping baskets to a sales order User types and browser authoriser options are detailed in the VTM2215 Account Administration Manual and initially will be maintained at Viglen by your Viglen Sales Account Manager 4 0 Product Selection The Product Selection section encompasses a description of ea
16. 1 150 42 VAT Rate 17 50 55 Figure 39 invoice detail The Invoice Detail Information page will display the details of an invoice To view the configuration of a line item click on a Product name where available To print a copy of a VAT invoice click on the button as shown below and a printable version of the invoice will display in a pop up window Then to print as you would normally from a Web page File Print check print settings OK By Version 1 0 Page 41 of 41 6 November 2013
17. Commerce Website determines what User Login Stage 1 type of User you are and what access rights and authority you have via your login name and password Account selection allows a User to select a particular customer TEE E os stage2 account from a list of accounts that have been set up for you to access as a User This is a second stage because some account users will i have access to more than one customer account Access to your personalised view of the eCommerce website Figure 6 Account Customer Login Stages 3 1 1 Account selection Returning Private customers registered on line bypass the account selection page figures 8 amp 9 and are taken directly to the homepage on the entry of a valid User name see section 3 2 As an account User you may have access to both the Billing account invoice credit account that exists for your organisation and your own contact account that exists to identify you as an individual at Viglen Each contact account belongs to a single Billing account This structure is common to most accounting systems and is essential for consistency with Viglen s internal systems Account Structure gt Contact shipping account Billing Account Contact shipping account gt Contact shipping account t gt Ete Account ID Convention ABC1 0001234 Code made up of letters and At least a
18. EA 133 40 Subtotal 430 32 VAT 75 31 Total 505 63 Your order will HOT be processed until you click the Purchase button Figure 27 Final order preview The screen shows the details of the order so the user can double check all details entered are correct and is the last point at which the user can return to the shopping basket Clicking Purchase will raise a sales order directly in Viglen s internal system 7 9 Order Validation and error messages As a final check to prevent errors from Web Quotes being recreated in the placed sales order a final validation check is processed when the Purchase button is pressed on this page If an error is found a red text message will displayed If there are no errors found the web order will become an Avante sales order and an order number will be displayed Home Buy On Line Products and Services Support Special Offers About Us Contact Us ra Mon 15 Dec 2003 Click here for our INCLASS Special Offers ID MAGNUSH Purchase Confirmation Your order number i 834198 please record it for future reference Order History Your Quotes Thank you for shopping at Viglen Customer Sel Test Organisation Ltd Admin Log Off basket status Y Your basket is empty Figure 28 Order Ok Version 1 0 Page 29 of 41 6 November 2013 Error message should identify the product line that has caused the error see first circled area in figure below e E
19. HS agreement 0 00 3 Option price is shown in brackets Microsoft windows 2000 installed under Select License 0 003 this may be a positive or negative figure Microsoft Windows 2000 installed under Open License 0 00 By selecting the option the price shown Microsoft Windows 2000 installed under Campus License 0 00 will be added or deleted from the running total Microsoft Windows 985E installed under Select License 0 00 Micrasaft Windows 985E installed under Open License 0 00 Microsoft Windows 985E installed under Campus License 0 00 Figure 15 Standard Configurator Options 4 3 3 1 Special Instruction defaulted options Defaulted option Highlighted in yellaw and description ends with an Astrix Warranty see Account special instructions 12 Months Standard On Site Maintenance 0 00 4 12 Months Enhanced On Site Maintenance 28 00 24 Months Enhanced On Site Maintenance 48 00 3 36 Months Enhanced On Site Maintenance 79 00 4 24 Months Next Business Day On Site Maintenance 96 46 Available options shown in dropdown NB the default is also displayed in the Open a help window list and remains highlighted in yellow about the question Figure 16 Special Instruction Default Some account customers have special instruction requirements specific to their account and set up against certain model ranges and specific questions The on line configurator will automatically detect these
20. Items are added to the shopping basket by ticking the tick box against the item required The quantity field will default to 1 but may be changed to any quantity required Multiple items may be selected before clicking the Update Basket button to an them to your current Basket Once updating the basket the product list will be re displayed and the left hand panel basket status will be updated with the added basket contents The basket can be accessed at any time by clicking on the shopping trolley icon or further parts can be selected by using the back button on the page to return to the parts search page DO NOT use the back button on your browser 5 0 The Shopping Basket Once products have been selected they can be viewed removed or progressed to quote order via the shopping basket This metaphor of shopping basket is used throughout the web and the basic layout should be familiar to most Users that have had any experience of commercial websites The shopping basket page will be slightly different dependant on the User type Specifically for Account Customer Browsers they will not see the Purchase button D as they have the rights to raise quotes only Account authorisers and cash customers will see the Purchase button eme Buy On Line Products and Services Support Sector Special Offers A Contact Us NE Thu 4 Dec 2003 Click here for our INCL AS S Special Offers ID MAGNUSH 5 I You have 1 item in your sh
21. TE Buy On Line Products and Services Support Special Offers About Us Contact Us esee Mon 15 Dec 2003 ID MAGNUSH G Test Organisation Error td An error occured while processing item gt Remove the item from your basket and try again Please return to the 0 correct Site M0 Due to the following we were unable to process your request basket status total items 3 subtotal 1 432 05 Figure 29 Order Error If an error is found use the Return to Basket button you should find the product s that have been found to have an error will have the configure Spanner symbol coloured in red Determine what caused the error and what needs changing to allow the order to be processed refer to section 4 3 4 Once the problem has been determined you will need to repeat the steps to purchase the shopping basket contents 7 6 Order Confirmations 7 6 1 Cash Customers Cash customers will receive email confirmation that the order has been received Although a sales order will be generated this will be put on hold until credit card details have been confirmed and full payment has been taken The order will then be processed through our manufacturing facilities If there is a delay or problem with taking payment then the customer will be contacted by a member of Viglen Such delays will affect the delivery lead time of the order Viglen reserve the right to null and void any such orders if deemed necessary Once the order has been p
22. adas patus puts rinnen annen Ees redu AEREE EASA tu vA prE Arenean 22 5 0 The Shopping BAS KOT odncn tsccsnccinacsedsnevesdcbincsansnnpdaccaiiecwensanvnedsddeuensdedGeueaueaddaduesidebeeduwnetbavtawuedtevantstewciedess 23 5 1 9 Segu s ieuelpshin tM te Scared 24 5 1 10 Parts Only Delivery Charge DL uu m 24 6 0 BOSIOIEFTONEOSUEO EUIOIBS en ee ee ee ee eee ee eee 25 6 1 1 P on E e 25 6 1 2 WIEN IE mu 25 6 1 3 gise e 25 7 0 eStoreFront Order Processing Steps cccccccccssscsssssesessceccenccsssecersecesseeccsssseeseeueecnsnocsseceererersrsenenes 26 7 1 Shipping Ordering el CENE ETE OE EU 26 7 1 1 ONDERO MFM Onm aO RM TE 27 7 2 Billing Ordering Step Account CUSIONIEN sxiispcxzccnzccsciotneadncncdicectadidecdideassdupnuaiandundesenenSindactumuadineees 27 7 3 Billing Ordering Step Cash Customers lt csiseisactsavseseocieocececesseccdesdorasasnsebaaeaeoadvin ead nesenceseenceeenties 28 7 3 1 For cash customers payment Infortrallglt c eteo cs Saexstepscz asco n evet cuna sa Prec ba ehaGentas tee Mass ies rene boten 28 7 4 Order Preview StaQe ccccccccccccccccceececeeeeeeeeeeeeseeseseeseseeseeeeeeeeeeeeeeeeeseeseeseeeeeeeeeeeeeeseeeesesaeaeaaaaaaaaaas 29 es Order Validation and error messages ccccccccecceseesseeeececeeesaeaeesseeeceeeeeseseaauade
23. ade that violate a rule in the configurator the configurator will alert you In the below example Figure 18 Configurator Auto correct a high amount of memory has been selected which made the fewest memory modules question s answer invalid Because it is the fewest memory modules question that has become invalid this is identified with the attention logo and auto corrected e Low Hoise Option Low Noise PC Option 27 60 e e ST CSSRONSDORWamw ENTI 18 e ex VAT ine VAT LL Some ofthe selections E5 Modules OT Not Available in this Specification 0 the t i icons for details For explanation clik n the attention logo Undo Last Change Press this button to Unda the last change that caused the errar Item YES YOU DO WANT TO USE THE FEWEST MODULES was replaced or ignore to accept the with Not Available in this Specification due to the last configuration change auto correction shown by Please click the undo button to reverse the last change or continue m the attention logo next to the affected question Figure 18 Configurator Auto correct If the you are happy with the auto correction please continue to make changes or complete the configuration by adding to Basket when the Page refreshes the attention logo will clear 4 3 4 1 Undoing an auto correction If the auto correction is not de
24. ceeseceeeeees 12 3 3 Type of customer and behavior of buy on line eStorefront FUNCTIONS ssseessssssse 13 3 3 1 aii i287 2B o IE PEE 13 3 3 2 Ae oont CU OME ce E E ee ES 13 4 0 Product 5 e 9 PRENDE 14 4 1 zt e 14 4 2 Standard Pradgucbtaliiessueodoscuecdistiisie Session par bride a a Lost bonis est I qal dun PPS E 14 4 2 1 standard M ON NM ET 15 4 2 2 Links to purchase a t8 919 PET EO ETT mnnn eeen 16 4 2 3 mmt R P 16 4 3 On line Product GO nii Tio ETE 17 4 3 1 PMO GTO p PE E 17 4 3 2 Questions List amp Screen Layout ssssssssssesesesessseee nennen nemen nennen ener nsns sss nsns aaa a ana 17 4 3 3 Making changes TO configurator Options scar ccccsvkasceccnnssxectessnseaecsexebededacuadccdanchoseestheeseacieasedacanadinns 18 4 3 4 Problems detected by the confIQUI alot ouo sense neto erret npeoa EE eeu Erie ER En EFIE oen r a Fur re apap rv EE 19 4 3 5 Special WSU ie TETTE TOO OT 20 4 4 co34 6 20 4 5 Component Selection Parts nunt esa take Etd ribs n itta uio aao u xs Ga sdducbsdsdaconaisconsiedsenansdauataadddinonsdecades 21 4 5 1 Description LINK m 21 4 5 2 mit A E AE EE E A PEE ESS E E E E S AA A A E E ET AE 21 4 5 3 Adding Components tO Basket us
25. ces that are between 60 and 89 days due e 90 Days Customer account balance of invoices that are between 90 and 119 days due e 120 Days Customer account balance of invoices that have past 120 days due 9 2 2 Accounting Search Facility Field Searches are Case Sensitive and should be entered in UPPERCASE and results will be displayed in Accounts Receivable Invoices page The following search criteria are available to the user E Start Date Test Organisation Enter the starting invoice date in the format dd mm yy All invoices Ltd containing invoice dates greater than the specified start date will be displayed For example enter 01 01 03 for all invoices with an invoice date greater than 01 01 03 Leave the field blank if no starting date is required End Date Enter the ending invoice date in the format dd mm yy For example enter 05 10 03 for all invoices with an invoice date less than 05 10 03 Leave the field blank if no ending date is required Storefront Accounts Recenable Your Sales Orders Invoice No SO Number PO Number Invoice Number Serial Number Invoice Amount To select a specific number in one of these fields enter the number a PO may contain characters also into the required field If you do not know the full number you can use these fields to search using a wild abana card search The wild card characters are before the search characters and after the search characters End Date e To sel
26. ch of the routes to selecting Viglen s products on the eStoreFront section of the website This includes an explanation of some of the conventions and terminology used Viglen s main product ranges and use of the Config It product configurator Homepage prp EEE Ecode 1 i ee iG Shortcut to the Configurator OR Buy On Line v eStorefront T Select a y y y Product Range PPL Special Offers Page Page Page l i Config IT eMe Seis cap Y Models Product Page epis Configurator zi al T Save to basket v But e Ship at Ent Save Basket Purchase OR Only Available to Web Quote Empty Basket Sales Order Authorisers or Private MPY ene cash customers Figure 11 eStoreFront function map 4 1 Ecodes Ecodes are unique numbers assigned all standard models and special offers Ecodes are shown in our price lists and all marketing brochures The eStoreFront has a facility to use the Ecodes to easily identify products seen in our marketing material and also shortcut directly to the Product configurator so that the full specification can be reviewed and options selected In addition Ecodes are used to identify each PPL specification that has been setup for your organisation to increase the ease of repeat ordering
27. customers specific discounts and is able to distinguish discounts against Viglen s negotiated price list and additionally discounts that apply to specific models These are all calculated after every option change is made in the configurator to ensure pricing reflects the current options selected on the web page Each option has pricing displayed in brackets which represents the option price change to the base price for the model 4 3 3 Making changes to configurator options Most questions will be presented with a dropdown selection box so that you can make a selection from a list some questions however do not have options available This maybe fixed because of the model you have selected or if you have selected a PPL the specification may be fixed deliberately at you organisations request See Figure 15 Standard Configurator Options below Motherboard 4 Question with na options available Intel D875PBz Motherboard This may he a deliberate limitation because of a PPL setup Operating System Standard options list Option not highlighted Microsoft Windows XP Home Edition OEM Licence 0 00 e Micrasaft Windows 88SE downgraded from Windows RP Professional OEM 40 4 Microsoft Windows P Pra installed under Select License 0 00 4 Microsoft Windows P Pra installed under Open License 0 00 4 Microsoft Windows P Pro installed under Campus License 0 00 ji Microsoft Windows XP Pro installed under W
28. dard Viglen homepage Browser requests site IP Recognition zin lt Egobngmesiages gt rates lt c ng messages gt Wialturme to Virlun n Wis Dynamic E commerce Wulmise Test Organ n Online Store Actas These decades of heritage Vigien hat developed a pesdeta ef DR ai inainta Lud mepu atica for axcalence in innovaiion deer and neice ont tei i Welcome to the new Viglen eCommerce webste and your Working handinhard wih the watts leading companies and T i organisation s personalised homepage Whilst shopping antne erg nisdtieni on eredi lise ee rtr hanheare sydera you wil atomaticaly gain your organisations dicori and abaki argini ded nia Dware cornlsiead with cdl ches To tate quotation er order that i valid for your ergatitatien pitate pie the login you have bem issued F you do not hive access Currently t act your Viglen account manager who wil set you up Altemat Du can register oine now but will do 0 as a prwabe indmidaal b make credi Cand payments t any orders you oceed wih Pu A pre Seem Offers n eit TOL ICE SPL OAL Ceres levels of customer senics and pascuis Cor uteri ii largely aetrisutahla b Ges AM company phalekeghy Phal p nrades iviryhing wa do 7 Pieri j Caray m re TE E epee Offergy E A m 247 EET IOE TO TA F he fa 2 Access in Sieeirmal More quaeri paca ol Mesi Lopnfone cess i Login panel seclerape te sewer P
29. duci Price Oy UO Total Price Et contenders CONMTEMDERSDEY 28802 2 EA 5838 al Crate Tall EnD VAS oe ee Rais Gry FXFUAROHIL LS Raine Conc 24m ME 2 Oty DOM Total Price basket status E ener CONTEMDERSDEV 28582 1 EA 286 52 epit onjeriders ELLE vider maint sangoa Oehoe O Deme Delete Quale Tala 296 92 Gaai PHT Rates Ey PARE Rainet 240 TES Description z Price Lrty UON iL MOR hadir 5 anro DHDDCOUN 18 54 10 EA r b Ad Paris Deiteery DELFARTS KB 1 EA KB Figure 22 Saved Quotation list The actions available from this page are 6 1 1 Print Display the quote details in a popup window for review printing This will include the configuration details of any configured items on the quote 6 1 2 Delete Clicking Delete will remove the quote from the system Once deleted the quote cannot be retrieved 6 1 3 Proceed Clicking Proceed will populate the shopping basket with the contents of the quote This action is additive in that the quote contents will be added to any items currently in the basket Please note that is some cases items on a quote may no longer be available when the quote is eventually proceeded with In such an eventuality the reconfigure lt spanner gt icon will turn red on the shopping basket This means that one or more options from the products original configuration are no longer available and have been substituted with default option items The user will
30. eCommerce User Manual G reat z E VTM2210 Think ialen Y s all about training Contents 1 0 PUR UC TO n RE RON c 4 1 1 ID LEID sM 4 1 2 KNowedge Frereguis c NIE T EE TO eee 4 1 9 O U IQ PR TK 4 2 0 RIs dgii ine AM MR uu m 9 2 1 Behaviour of the homepage and the need for User login seeeeeesseseeeeneeeneene 6 2 2 The key elements of the homepage cccccsseeeeeececeeeseceececeeueeceecsuaaceeeeseseeseeeeeseesaseeeeesaaageceesessnegees 7 2 2 1 Were eiiis E EEEE SEE Tr 7 2 2 2 Account Customer Navigation Panel Left side ssseeesseseeeeeeennnnnnnnnne yi 2 2 3 Product Selection Links Centre Page ssessessssssssssssseeeeeeeneneene nenne nenne nenne nennen nnns nnns 8 3 0 U er ON RO PRLMEPE bond 9 3 1 Account Customer LOGIN vaciciescesacancstcavontacaceecauaiutinesaeeseedecacitsleceadiuseseeudedsbiuenddaeinadazacadacncdemieeduasuaeeevedderes 9 3 11 pires Ee NR m m esse utuenceaasenean ee 10 9 1 2 MOV PIG TA Account io CLOSE sererai Ere R us cadem ups torpe e e nr Nass KxM arde RUME 11 3 2 Private Cash Customer ReQistration cccccccsssssssscecceeeeceseeeessseeeeceeeeeseaeeeeseeeeeeeeeesaeaueasese
31. ease provide your email and password If you re a new shopper please register Returning Shopper User Name Password Remember We basket status Y Gur basket iz empty orgotten your password nter your User Name above and then click HERE to have a new one emailed to you required fields In bole Sgn New Shopper IP recognised organisation or weh Cash Customer displayed Registering as a private customer for the first time Account customer login using a provided username or Returning Private customer login using a previously registered username Figure 5 Login page Private cash customers see section 3 2 for details of login and registering process Please note new account customers cannot register on line for security reasons Please contact your Viglen Sales Account Manager to be set up as a web enabled account customer An existing Account customer wishing to make a private purchase may do so but must register as a new shopper Your existing account customer login is linked to your organisations credit account at Viglen and cannot be used for private purchases When you are registering as a private customer you must choose a new User name that is unique however you can reuse your account password email address etc See section 3 2 Private cash customer registration 3 1 Account Customer Login An overview of the login process During the login process the e
32. ect invoices beginning with a specific character or Sales Order No characters enter the character string followed by a right bracket For example enter 81 to select invoices starting with 81 Purchase Order No e To select invoices ending with a specific character or characters enter a left bracket followed by the character string For Serial No example enter 52 to select all invoices ending with 52 e To select invoices containing a specific character or characters enter a left bracket followed by the character string and the right bracket For example enter 52 to select all invoices E Include Zero EE containing 52 Dates are DDJIMIVIYV Invoice Amount Leave all boxes blank To select a specific amount of an invoice enter the amount into this to view all unpaid field ignoring the signs and commas e g To search for invoices 2 190 20 enter in the field 2190 20 To select number beginning ending or containing specific characters see above wild card searches Figure 37 Accounts ePortal Query Panel Include Paid Invoices e To include paid and unpaid invoices tick the check box e To include unpaid invoices only ensure the check box is blank e To search for all unpaid invoices only leave all fields blank e To search for all invoices leave all fields blank and tick the Include Paid Invoices checkbox Submit Query To submit your search criteria click the Submit Query button
33. eeeeeeeesesauaaaseeeeeeess 29 7 6 42 MOS nio SC mee ee ane a eee en eee ene ee eee eee eee 30 7 6 1 IESUS NEN eom 30 7 6 2 Account Purchase Card Orders esses nsns ns nsns nna snn ansia aaa a sre nn 30 7 6 3 Account Orders RR TR DNTDNIER 30 8 0 Web Sales Order REVIEW A 32 9 0 ePortal Element of the eCommerce WEDSILE ccccccccceeceeeeeeeeeeeeeeeeeeesesesasaeeeaeeeeaeeeeeseeeeeeeeeseseeeeeeess 33 9 1 6POrial Your Sales Onder scicticccectssescesarsaadesedocensandvlednossciatinnsssaeansunetiotsadelegcesseasend eit nveccnddandatedenbnteds 33 9 1 1 Sales Order Search Facility scivessesesccetacsecnceciccoesedaesvandvonsnceseedaceceds enneesdeiousecdussesederesedecentecednenteeses 34 9 1 2 osales Order DISpIay eee indt eee ee eee ee ee eee ee eee ees 35 9 1 9 Sales order NSE MAVIG AON s osasossne ber sas nonat sane eacnez cin aUe To nose D Ou FPM S UMS P Ed so Fbbt dues Da Ga sUss Ead ue SGOuesbEGEEGS 35 9 1 4 Sales Order Information drill GOWNS ssaccscesoro geb loriieSicudeicus enti pedo duc ted i abr utu b ras ger aiFonc UMP Sota Qd 36 9 2 ePortal Accounts Receivable seeeeeseeiissssssseseseeeee eene eene nennen nnne sns nnne inna 38 9 2 1 AR Aging balance periods WSOC MN OO OT oO S 38 9 2 2 Accounind Search Faci ssec rene tuned ecd aucun a a ene ee eus bed Deren ener Deserunt 39 9 2 3 NAWONCS LIST IS OA
34. elect the card type from the drop down list At present VISA MasterCard and American Express cards are accepted Expiry Date The month and year of the credit card expiry date must be entered using the drop down lists CV2 Number Enter the three digit fraud prevention security card number from the signature strip on the customer s card For cards with more than three digits the user should enter the last three digits of the number Billing Address The address of the person paying for the order needs to be entered This address must be the same as the address the card is registered too otherwise payment will not be accepted and the order will not be processed 4 Order Preview Stage The Order preview screen follows on from the billing screen and allows you to return to the shipping basket or proceed and place the order onto Avante Preview Order basket h shipping Dilling preview order comfirmatios Please verify all information below and click the Purchase button to complete your order Ship To Bill To Test Organisation Ltd Test Organisation Ltd things Unit 21 Saxon Business Park Unit 21 Saxon Business Park Farnborough Road Farnborough Road Bromley KENT BR1 ZHU Bromley Kent BR1 2HLI UNITED KINGDOM United Kingdom Shipping Type TNT Fab Purchase Order Humber Pi MLUNBER Purchase Order Date O49 2 2003 Contenders Developme CORNTENDERSDEY Configured 1 EA 296 92 Hitachi 50GB 8mm 2 5 DHDDPEBDH 133 40 1
35. en account authorisers are authorising quotes into orders the default customer shipping details will be those of the user who raised the quote and not that of the authoriser Private Cash customers please ensure that the delivery address is the same as your payment card s statement address 7 2 Billing Ordering Step Account Customer cash customers see next section After accepting the shipping address you must enter your Purchase Order number Buy On Line Products and Services Support Special Offers About Us Contact Us Thu 4 Dec 2003 Click here for our INCLASS Special Offers ID MAGNUSH Billing Please fill out the billing information below and click the Continue button Order Summary Subtotal 430 32 Note Order Subtotal does not include taxes or shipping charges Any tax will be calculated after the order is submitted Shipping charges may be added when the order is shipped Purchase Order Information PO Number Po NUMBER PO Date 04 12 2003 Billing Address Name Test Organisation Ltd Address Line One Address Line Two Unit 21 Saxon Business Park Address Line Three Farnborough Road City Bromley County Region Kent Postal Code BR1 2HU Country United Kingdom required fields in bold Continue Figure 25 Billing confirmation account customers The customer s purchase order number should be entered in the text box provided This must be an alphanumeric string with no spaces or
36. er can be viewed using the Order History link on the left hand navigation panel which is available throughout the whole of the eStoreFront site Home Huy On Line Products and Services Support Sector Special Offers AboutUs Contact Us EI Tue 23 Dec 2003 Click here for our Student Offers Ip macnush QS Test Organisation Order History for Magnus Huntley Ltd 034198 15 1 272003 303 03 902352B 0271 272003 3 488 81 Proceed to Checkout Order History Your Quotes Customer Selection Storefront Accounts Recenable Admin subtotal 525 40 Figure 30 Web Order History This list shows all order numbers order dates and total cost of the order For further details the customer can click on the individual order number link to open the order review page Home Buy On Line Products and Services Support Sector Special Offers AboutUs _ Contact Us Lu Tue 23 Dec 2003 Click here for our Student Offers Ip macnush Test Organisation Order Number 823526 Ship To Bill To Test Organisation Ltd Test Organisation Ltd THIS I8 IT Unit 21 Saxon Business Park Unit 21 Saxon Business Park MURR Oe Farnborough Road Farnborough Road Order History Bromley KENT BR1 2HU Bromley Kent BR1 2HU Your Quotes 000000012771 Order Date 18 07 03 Storer tom e Oeton duct Price tym Total Price Accounts Recenable GENIE CONFIGURATION GENIES 529 28 30 EA 15 878 4 pu Item ha
37. igurable item at the bottom of the basket This will default to the standard delivery service and cost but can be changed by the user using the reconfigure button If the basket contains any configured PCs servers then this additional charge will be waived as delivery is included in the configured item s 6 0 eStoreFront Saved Quotes The contents of a user s shopping basket may be saved as an eStoreFront quote for later retrieval and progression to a sales order Quotes may be reviewed en masse viewed or printed in detail and removed from the system if no longer required by clicking on the Your Quotes link once the user has logged in Cash customers and account browsers may only access their own quotes Account authorisers can access all quotes for the account by using the additional link at the top of the screen Please note that only eStoreFront generated quotes can be viewed via Your Quotes and will only remain valid for 30 days from date of generation after which time they will no longer be viewable ET Pur On Line Products and Senaces Sachi Specel Offers ETZISM Cors out Uc Es Mon 24 Hav 20813 Click here for aur IMCL ri T iD ev eae ts Test Organisation Quotation Review oa ar i Lid ae dT a I cie ig RIPE TUE uh nem bina Upstaten i click here In view sou Tam quotations TE ILS Ecc imm ae i ES are I Ecode G e Ce Tu2n Raced Ex LEMS Raised On 24810003 Q es cretion Pre
38. in the same format as if the website was showing one of Viglen s standard product range s as shown above in Figure 13 Product Model Example For all intent and purpose the PPL is a bespoke product range for your organisation Key differences of PPL s compared to Viglen s standard models are e Pricing is already calculated to take into account your organisations discounts e Special instructions will have been applied when the PPL is created e Using Config IT will only allow access to options that your organisation have pre agreed as acceptable It is possible that a PPL model has no options available for change if you use the Config IT button 4 3 On line Product Configurator 4 3 1 Introduction The On line configurator is rules based and utilises dropdown selection boxes to present valid options to the User After each change made by the User the configurator will apply rules and refresh the page a few changes will however be ignored When making a change to an option please wait a moment to see if the configurator needs to refresh the page this can be determined by viewing the progress bar on the foot of your Internet browser window Progress Bar Opening page http www viglen ca uklhame asp BE Local intranet a Figure 14 Browser Progress Bar If the progress bar appears please wait for it to complete and then disappear before making any further selections Both Netscape and Internet Explorer
39. ing an account onwards all information viewed and all quote orders raised will be against this specific customer account that is selected in this page 3 1 2 Which Account to Choose For those who have access to both a global account and a Personal account the below table is a quick guide to which account type to use for different activities Activity existing quotes Authorise your own quotes place sales existing quotes Authorise anyone s quotes place sales orders only Review Accounts Receivable information Review all sales order information Account Selection Global Account N Y N Y Y Y Y Personal Account Y Y Y j J Y j JZX These activities require additional access rights This is not permissible for fraud prevention reasons V o m O 2 oO eb c o 2 C o Revise your own Revise anyone s Track own sales Figure 10 Account Selection guide Once an account is selected the row of links that are displayed along the bottom of the account selection page will re fresh These provide direct access to the storefront or to the other areas of the ePortal The quantity of links that are available are determined by the access rights of the User as assigned against their Login name see VTM2215 eCommerce W ebsite account administrator manual for detailed User set up information Returning Private customers registered on line bypa
40. instructions if you are an account customer The default answers are highlighted in yellow and have an asterix at the end of the item description It is at the Users discretion whether they keep that special instruction item or change it to another available in the list If an instruction you have given Viglen has not appeared for you or you have special instructions you would like applying in the future please discuss this with your Viglen Sales Account manager 4 3 3 2 Tick box Questions Tick box questions may be used in place of dropdown selections when the question requires a simple Yes No answer Tick boxes may also appear at the bottom of the configuration questions list as the result of special instructions setup on your customer account and the particular model being configured These are opecial Instructions that do not relate specifically to any of the standard configurator questions so these are catered for through the use of additional questions and tick boxes Below Figure 17 Tick box configurator question is an example of a tick box question which is a special offer Software Microsoft Works Suite 2003 SPECIAL OFFER 10 00 e onos style questions may appear in configurator as the result of making a previous selection or a special offer in force Ticking the box is an acceptance Figure 17 Tick box configurator question 4 3 4 Problems detected by the configurator If a sequence of choices that have been m
41. ist of the different categories of offers available Each category may have one or more different standard configurations that can be viewed and purchased Clicking one of the category links will bring up it s special offer page showing the available models their Ecode image specification and price same as shown in Figure 13 Product Model ExampleDisplay As with standard product configurations and PPLs the user can either add the item to their basket via the Buy IT button or modify the configuration via the Config IT button When configuring a Special Offer specification the on line configurator will work as already described with one main difference The difference is that the price for the default specification will have no account discount applied this is because a discount has already been applied when creating the special offer However if the user makes option changes the pricing of these changes will have account discount applied 4 5 Component Selection Parts Component parts may be purchased from the web by clicking on Parts from the storefront page See Figure 12 Storefront Product Range Page The user can now select items using the centre panel from the product catalogue Selection may be by either choosing a Product Class category from the drop down list and or using the Product Code search facility by using a full or partial item number or product description Clicking the Go button returns the list of select
42. items available Search here for specific parts search for products Product class all T Product Code Figure 19 Component Parts Search VIBIZN EXE Buy On Line Products and Services Support Special Offers About Us Contact Us Ld Tue 23 Dec 2003 Click here for our Student Offers ID MAGNUSH 5 Test Organisation Products Ltd c e escriion Product UOM Price Fujitsu 6 4GB UDMA IDE HD DHDDO064F X EA 38 00 Western Digital 20GB DHDD201W EA 38 85 basket status total items 2 subtotal 487 45 Figure 20 Component Part list If the list is empty or the item you are looking for is not available as a web saleable item or check the search criteria are correct Please note that not all Viglen components are available on the web If you cannot find the item you are looking for then contact your Viglen Internal Account Manager or our service sales department 4 5 1 Description Link Each component on the list will have its own details such as image and marketing and or technical details that can be viewed by clicking on the product description link for the item From this link the user can change the quantity required and add the item directly into the basket 4 5 2 Price Each component will be priced at the discount level for the account LJancninn 4 of Dann D1 nf A4 C NInVWaAmbhar 5n4 4 Version 1 0 Page 21 of 41 6 November 2013 4 5 3 Adding Components to Basket
43. ne link The Line No link allows the user to track the Production status of a particular product through the manufacturing facility The status will be one of the following stages in production Pre assembly Being Assembled In Inspection Passed QA Quality Assurance Ready to Despatch and Despatched from Viglen As the products move through the manufacturing process the number of products in each stage is displayed in a summary flowchart of the stages Currently the Production status data is being transferred from VOPs to Avante which means there may be a slight time delay in updating the PC Number to invoice number fields Status Date is the date at which the item enters the stage and not the date when it was last updated By clicking on the Consignment number on the Sales Order Status page the courier details and status should be displayed Currently two of our main couriers have websites which we have linked to our ePortal so that the user can track deliveries 9 1 6 Product link The Product link will open up a popup window where the configuration details of the line item are displayed The breakdown shown is as ordered through the configurator internal or web and not as built with the Bill of Materials e g 256MB memory ordered will not show whether this is 1 x 256MB or 2 x 128MB usedi in the build of the machine 9 2 ePortal Accounts Receivable Some users will have their personal user rights set to view all invoice
44. nt Allows entry of an email address for product updates Allows cash customers to register their details Please note that new users who wish to quote or purchase against your account will need to contact your Viglen Account Manager who will be able to register your details 3 2 Allows entry of a product Ecode enabling direct access to configuring a standard product line or Partnership Price List specification at your account discounted price 4 1 Account Customer Navigation Panel Left side The options presented will vary depending on whether you have logged on or not and the personal user rights that you have been given against your login The menu is divided into 3 sections 2 221 eStoreFront Links Order History Allows browsers and authorisers to view any web orders previously raised or authorised 8 0 Your Quotes Allows browsers to view valid previously raised web quotes Authorisers can view all quotes raised the account 7 0 Customer Selection Allows browsers and authorisers with multiple accounts to change account without having to login again 3 1 1 ClassLink Kbase Allows user access to the ClassLink Knowledgebase Access only available to ClassLink customers Your Account A link to the user details page for cash customers allowing the user to modify their password address details 2 2 2 2 eStoreFront ePortal Navigation StoreFront A link that takes u
45. of the page First Click to display the first set of returned records in the selected list Prev Click to display the previous set of returned records Next Click to display the next set of returned records Last Click to display the last returned records in the selected list Version 1 0 Page 40 of 41 6 November 2013 9 2 5 Invoice Detail Information Prada amid Sende mas E ETT EN Spec Cera Click lebe Ter oir Snsidast Mors ID js ERMCORE E Test Organisation Invoice Detail Information Your Vien Comacts rete Mj dup Erte b Long Lii Cede Corbet M aatar Dawe Conditior AR iae Humber 21154 for Test Onganizanon Ltd Art pant dalaha cert P not nain uk TGGCEOUH RN RUDANIDIS EE ESOEGD NS EH RR ORCRGSGN ERIS ES EGO OCEGECEO DECR FCE ES X RCGACS RON REO GOE ES US GRCG GEG GUG GEGE GROUND DCAUCANUN GE EM NN GCE RECE DOE EWO KG REOR RG E GR RB K GO BE RON RBZ FP BE X EZ GGCE KS BE X E E E E E EE E EE E EE E E E E EE E EE EE EE E E EE E ERU HR GEORG limoia funipess Test Organisedlom L d 5th Adeess Test Organisation Ltd Uni 21 Sarm Business Park Unit 21 Sahn Business Paik Farnisarpugi Road Fir arde Hei Eifel Anil Bromley Kent BRI ZH PO Rumban TOGS HEJ lewoice Date 24 1173 SU Huber Glance Diii Pomnd Sleing Shipped Wia Tal Fad Date Shipped 24 1 1 3 E E Comentars Daselapment LUIHTERDERSDEV Product Line Fiw ENS kes Orders Totals 0 Bu MAT 171 34 Total
46. opping basket If your order is exempt from VAT then please check this box C SR CONI Price Gty UOM Total Price Contenders Developme CONTENDERSDEV 296 92 1 EA 296 92 Subtotal 296 92 basket status total tems 1 Subtotal 296 32 Figure 21 Shopping Basket Example The key elements of the shopping basket are as follows 5 1 1 Product Description Link This link will take the user to a further information page detailing the key product features and display a product image 5 1 2 Quantity Field Product quantities may be amended by overtyping the original quantity and pressing Tab or Return The web will then recalculate the subtotal price for the basket 5 1 3 Remove Item This button allows the user to remove a product from their basket The subtotal price of the basket will then be automatically recalculated 9 1 4 Reconfigure A If the basket line contains a configured part then this items configuration may be viewed amended by clicking the lt spanner gt icon link This will launch the online product configurator and display the configuration of the product Item details can then be changed and loaded back into the basket Please note that when loading an old quotation into the basket this spanner icon may turn red This means that one or more options from that products original configuration are no Version 1 0 Page 23 of 41 6 November 2013 longer available and have been substitu
47. rds have been retrieved than can be displayed on screen the following buttons display at the bottom of the page First Click to display the first set of returned records in the selected list Prev Click to display the previous set of returned records Next Click to display the next set of returned records Last Click to display the last returned records in the selected list 9 1 4 Sales Order Information drill downs Sales Orders Sales orders for Test Organisation Lid Are your detaits caract If net please comtact ur No IIa Mo Entry Date Aman Nin is GOROG 102003 22 23 1 032 93 Open mE 934142 dhdmfdshd 10 2103 13H 2 03 1 217 T7 Open 434143 tgdsghdh 10 2003 18 1203 487 10 Open 834144 bbdbszdzsg 1052 03 15 1 2 03 515 0 Open 8341139 PO55893 0542003 1502 03 3 329 95 invoiced 2126738 834120 POS558B44 05 12 03 an 03 417 05 Opern Page 10 of 10 Sales Order link Rit SEG mE 4 Gales Order information tam Cre ROM TIE Cs Teri Ongar Retest Mode CE fa hn Fa fom eun Pam Hope i lesa ubi ea Ipsa E ite Feng Cas lica mn ruri d ada BT Gabbe crepe j Sri en Mr EV ICT TIE Phebe IOMEML nate mmi prad Pm Order line link Component detail of the configuration Cry Halance Ordered Due 353 75 Serial Consignment Shipped Figure 35 Sales ePortalDrilldown diagram Version 1 0 Page 36 of 41 6 November 2013 9 1 5 OrderLi
48. rocessed the customer will receive a sales order acknowledgement confirming the contents of the order placed 7 6 2 Account Purchase Card Orders An email will be sent to the customer confirming receipt of order This email will be sent to the user who raised the quote or order Account authorisers authorising someone else s quote will not receive this email order confirmation Purchase card orders will be automatically processed through the manufacturing facility but will not be shipped until the purchase card payment has been taken If there is a problem with taking payment then the customer will be contacted by their Viglen Account Manager Such problems may delay the shipping of the order Once the order has been processed a Sale Order Acknowledgement will be emailed to the customer as per normal Viglen procedures 7 6 3 Account Orders An email will be sent to the customer confirming receipt of order This email will be sent to the user who raised the quote or order Account authorisers authorising someone else s quote will not receive this email order confirmation The order will be automatically processed through the manufacturing facility and dealt in the same way as any other order received by Viglen by the customers organisation Once the order has been processed a Sale Order Acknowledgement will be emailed to the customer as per normal Viglen Account procedures 8 0 Web Sales Order Review Orders raised for or by a particular us
49. rv iae Company inireduckon text VERREM Ofters that relate to customer s sector Figure 1 Standard homepage small Figure 2 Account homepage small An IP stranger can gain access to the accounts home page but must login to the website with a valid account user name and password V lAapainndn Ann Art Ad C Nlays nmhanr 0n4 Version 1 U Page 4 ot 41 6 November 2013 2 0 The Home Page When an Internet browser first opens the Viglen eCommerce website the home page is displayed ETS Buy On Line Products and Services Support Sector Special Offers About Us Contact Us Co Date s Scrolling messages gt LOG IN REGISTER amp Welcome to Viglen s New Dynamic E commerce Website l a Acc Ho VyCVVOT1 Across three decades of heritage Viglen has developed a peerless A us i 7 l 1i In he putatian for excellence in innovation delivery and service v ux 2 s Working hand in hand with the world s leading companies and EMIL EE TE LULA gt JE nail password organisations enables Viglen to deliver leading edge hardware systems Z2 R sqister and networks exciting and innovative software combined with matchless E nail Updates levels of custamer service and support Gur success is largely attributable to ane single company philosophy that pervades everything we da s Personal Syserlleicars J f CLICK HERE TO VIEW SPECIAL OFFERS Fil 281 35 CLICK HERE TO BUY ON LIN d V ic
50. s for orders raised against the whole global account This can be accessed by clicking the Accounts Receivable link on the left hand menu which will open the Accounts Receivable Selection page eS Test Oryantzation ACCOUNTS Receivable Selection Your Viglen Contacts Lid Geeegel ips gag rrrergm cama Enter selection criteria at left and click query Contact Infarmatiun Accoun Status I brente Alre Test Organisation Led Agreed Terme Dons Une 241 Saxon Business Park Creat Lienir Exo Fano ough Hoard Choee Balance B14 l Eromi hem BRT ZHU Lact Iprenice 4 7080 37 iia Last Pay Amount Contaci Hae Lucre Cusrpr cy Piani Sterling Phone az AH Aging as od 24 1130 SS ms E Figure 36 ePortal Accounts Receivable This summary page displays Accounts Receivable information retrieved from the customer account data held within Viglen s internal systems The details displayed include invoice address agreed terms credit limit account balance AR aging balance For the AR Aging balance clicking on the time periods except current balance executes an automatic search and lists all the invoices falling due within the selected time period 9 2 1 AR Aging balance periods used e Current Balance Customer account balance of invoices that have not yet reached due date e 30 Days Customer account balance of invoices that are between 30 and 59 days due e 60 Days Customer account balance of invoi
51. s heen shipped REUS Delivery product DELMERY 000 1EA 000 TTE total items 3 subtotal 526 40 Subtotal 15 878 40 VAT 2 798 72 Total 18 657 12 Figure 31 Order Detail Review The whole order is displayed and clicking the Repeat Order button will populate the shopping basket with the contents of the order in the same way as if you were proceeding with a saved web quote Version 1 0 Page 32 of 41 6 November 2013 9 0 ePortal Element of the eCommerce website The ePortal element of the website is a query tool to allow access to your Account s trading information with Viglen and is available to you in two flavours Sales orders and Accounts The ePortal provides access to Viglen s live information Access to these is restricted by user access rights and each access right is independent of each other i e access can be granted to one and not the other Sales orders views and allows queries based a sales order perspective of your account at Viglen Accounts views and allows queries based on an invoice perspective of your account at Viglen Both of the ePortal flavours can be accessed via the Account customer navigation panel if you as a user has access rights Avante User Group DO NOT BUILD THIS ey Lists web orders only ePartal Accounts access flavor ePortal Sales order access flavor hasket status Your basket is empty Figure
52. ser back to eStoreFront homepage Home on the main menu bar will have the same result 4 0 Accounts Receivable ePortal access allowing user to access customer account invoice details including agreed terms credit limit and account balance 9 2 Your Sales Orders ePortal access allowing user to access open sales orders configurations and to track order status 9 1 2 2 2 3 Administration Logoff Admin Allows browsers and authorisers to change their password Account Administrators can add and change user details Refer to the Account Administrator Manual Logoff Allows user to log off from current connection and settings 2 2 3 Product Selection Links Centre Page e Config IT Allows user to configure quote and buy authorisers only standard specification models at account discount prices with account customer special instructions being applied Buy On Line from the main menu bar will also have the same effect 4 3 PPLs Allows user to configure quote and buy authorisers only Partnership Price List specifications which are customised to your accounts requirements 4 2 3 Special Offers Allows users to quote and buy authorisers only the latest special offers that are attracted by your account 4 4 3 0 User Login Shopper Sign in Test Organisation Ltd In order ta purchase items ar view accountspecific information please sign in Ifyou are a returning shopper pl
53. sired please do not use your browsers back button to undo the last choice you made as this will not reset the configuration properly Please use the Undo button on the running total box 4 3 5 Special Instructions Also see 4 3 3 1 oome account customers have special instruction requirements specific to their account set up against certain model range questions The on line configurator will automatically detect these instructions for these account customers and pre populate the items as the default answers to the question highlighting the item in yellow It is then up to the Users own discretion whether they keep that special instruction item or change it to another Additional Special Instructions that do not relate specifically to the questions already covered will appear below the main questions these can be confirmed by the use of the adjacent check boxes Once the configuration is complete clicking the Add To Basket button at the bottom of the list will add update the users shopping basket with the configured item 4 4 Special Offers Special Offers can be accessed by either clicking the Special Offers link from the eStoreFront homepage or from the main menu bar Special Offers are assigned to customer types Education Schools Corporate Government etc via their Ecode so you will only see special offers directly related to your organisation Upon clicking the Special Offers link the user will be presented with a l
54. site and your organisation s personalised homepage Whilst shopping on line you will automatically gain your organisations discount Think og In ou will be required ta make credit card payments for any orders you we droceed with Alore Info fasket status our basket iz empty S was at tif FM 28135 s l 4 CLICK HERE FOR SPECIAL OFFERS buying consortia Login panel membership logo shown if available Access to customer Account customer Access to Storefrant specific specifications navigation panel shown ff available amp customer logo shown if available Customer specific welcome Offers that relate to customer s sector Figure 4 Account Customer The account customer homepage shown in figure 4 is presented with customer specific information and has the facility for displaying a customer s own main body text therefore allowing your organisation to address its own users The main visual additions to the account customer s homepage are e The Account customer navigation panel left of screen e Customer logo s If provided by the customer owning the recognised customer account e PPL and Special Offers options if available to the recognised customer account 2 1 Behavior of the homepage and the need for User login If the shopping basket is accessed by the Add To Basket button or Buy It button the user will be presented with a User login
55. six digit number numbers Terminology used within th eCommerce web site Global Account Personal Account Figure 7 Account hierarchy The naming convention shown above indicates what kind of account you are selecting at the second stage of logging into the Viglen eCommerce website This is aided by the terms Global and Personal used by the website and displayed in the account selection page Examples of the Account selection page are shown below Figure 8 amp 9 The pages use a dropdown box to allow selection of an account from your username s account selection list e Text dependant on account selection Welcome Mr Test Customer Previous login 17 12 2003 at 10 51 Please select a company and customer Current Company Customer 1 vIGLEN LIMITED SHES Test Organisation Lid Global Account Selection You are entering the eCommerce site under your global account settings for your organisation This will enable you to carry out the following functions e View all Web quotes raised for your organisation e Convert existing organisation web quotes in to sales orders Authoriser status required e View and track your organisations sales orders Sales order access required e View and print accounts receivable information Please note you cannot raise new quotes or sales orders from the Global Account setting To do so you will need to change to your Personal Account selection
56. ss the above account selection page and will be taken to the homepage on the entry of a valid User name see section 3 2 3 2 Private Cash Customer Registration New users can register as a private customer by using the Register link in the Login webpage Figure 5 Login page Customers cannot register on line as an account customers registering on line is only as a private customer Customers with accounts at Viglen please contact your Viglen Sales Account Manager for the web enabling of your account The User Registration page shows all mandatory fields as labelled in bold e Username Must be at least 6 characters in length These can be alphanumeric but must contain no spaces This name must be unique amongst all existing users of the Viglen website e Password No length restriction alphanumeric characters can be used Confirmation of the password must be identical e Name email amp Address Details These are required for order confirmation Wak Cash Custionmnrs New Shopper Registration n8 Mu E Please ender the following imfarmation taam Rane O Hamo eMab haske elalus E ox ba p iir Parse id Canfirm Fass aor ol Adressene Address Line Tes address Lia Tuea O00 wp Comune tga Lnunmry PosalCada Pen requined fous in body BORNE Once the form is complete click Register to create the new website User and gain access back into
57. ted with default option items The user will need to reconfigure the product to ensure these new default items are acceptable or amend accordingly 5 1 5 Address Details If the order quote requires a different delivery address to the customer s default this can be entered via a page accessed by clicking the Address Details button The address details entered here will be saved against the quote and or taken through to the final sales order 5 1 6 Create Quote C The contents of the shopping basket may be saved against a quote reference for printing and later retrieval via the Your Quotes link Click the Create Quote button to save the basket and display a quote reference The Print Quote button is shown also and clicking this will display the quote details in a popup window from where it can be printed 5 1 7 Purchase D The Purchase button will be displayed for cash customers and account customer authorisers only Clicking it will progress the basket contents to the shipping stage for a sales order to be generated 5 1 8 Empty Basket Clicking the Empty Basket button will clear the basket contents Once cleared the basket contents cannot be retrieved 5 1 9 Continue shopping B This button returns the user to the storefront page from which further product selections can be made 5 1 10 Parts Only Delivery Charge If the basket contains only component items parts then a delivery charge will appear as a conf
58. ting an existing quote that the account you are logged in under shown in figure 12 above annotation B is showing a personal account and your organisations global account 3 1 2 for the reasoning Clicking on a particular Range will display a scrolling list of all of the models base specifications available for that product range For example clicking on the Genies product range will open a list of Genie models Figure 13 Product Model Example shows an example model below 4 2 1 Standard models GENIE PRO GENPRO Model Name Ecode in shown in brackets Microsoft Windows XP Home Edition i Intel DB75PBZ Motherboard 1804 Product Marketing Details Genie Desktop Case with aperture front Details of the base specification panel Intel Pentium 2 x GHz 8478 Processor Enlarged Product Image i533MHz 256MB DDR333 SDRAM Confia IT Open the configurator 12 months On site Maintenance F day lt Proceed and load base specification Delivery into your shopping basket Representative Product Image Summary of the model s base xxx x Base Specification price This is the specification ex VAT List price before account discounts Figure 13 Product Model Example When the Models are displayed on screen they are shown in a scrolling list so that ready comparison can be made between the models in a range The above figure Figure 13 shows the common format of
59. y Panel Model Number Select from this drop down menu to search for Sales Orders containing specific categories of product Include Completed Orders e oinclude completed and open Sales Orders tick the check box e To include open Sales Orders only ensure the check box is clear To search for all sales orders leave all fields blank and tick the Include completed orders checkbox To select all open sales orders leave all fields blank Submit Query To submit your search criteria click the Submit Query button and a list of sales order will be presented to the user 9 1 2 Sales Order Display A list of the sales orders found within the search criteria will be displayed oales order numbers with the prefix CR relates to a credit note CV relates to a debit note that have been raised against the customer by Viglen To view further information of a Sales Order the user can click on the Sales Order number link Sales Orders Sales orders for Test Organisation Lid Figure 34 ePortal Sales order list 9 1 3 Sales order list navigation GGRG dhdfhfdshd tadsahdhn hbdbszdzsg POB5883 PO558844 10 1 2703 10 2703 10 1 2703 10 2703 0571 270 3 0571 270 3 Are your details correct If not please contact us 221 2 03 1 032 83 18 2 03 1 217 77 18 2 03 487 10 155 2 03 519 00 154 2 03 3 329 95 0a 2 03 477 05 Page 10 of 10 Open Open Open Open Invaiced 2126738 Open If more reco
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