24
WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Embed Size (px)

Citation preview

Page 1: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

WHEEL PROS DEALERLINE

Customer Instructions5/1/2010

Page 2: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Features & New Features 24/7 access to live inventory availability, status and ordering

User defined customer codes that allow Users to display pricing based on their buying price, catalog price, or any markup they choose. Now allows users to markup wheels at a different % than tires and/or accessories.

Product Look-Up & App Guide that allows users to search for wheels, tires, or wheels & tires by vehicle, all from a single search screen.

Order History and tracking information links allow dealers to search previous orders by date, order#, or Purchase Order (PO).

Account summary and statement allow the dealer to review and retrieve valuable account information including amount due and open orders

When an order is placed on Dealerline, it goes directly to your local branch. Modifying an order that has been placed on Dealerline requires you to call into your servicing warehouse (800) 959-1969.

Page 3: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Signing Up for DealerlineVisit dealerline.wheelpros.com and click on “Register for On-Line Store Account”

Page 4: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Signing Up for DealerlineProvide the Information in the Fields and Click “Submit”. Wait for the confirmation message that reads: “Your Request for an On-Line Account has been received.We will notify you via email when your request has been processed. “

Page 5: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Confirmation / Logging InYou will receive an email to the address provided on the Registration page once your application has been approved and processed.

**Alternatively, you may receive an email stating that the request could not be processed.

Within you confirmation email, you will receive your UserID.Enter your UserID and Password into the corresponding fields on dealerline.wheelpros.com

Page 6: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Setting up your Customer CodesOne of the first things you will want to do is setup how pricing is displayed on Dealerline.You can see a quick Video on how to do this here.

-Click on Customer Code at the top of the main landing page. (This may not be available based on your Corporate Policy)-Click on Maintain Customer Codes-this is where you create or modify your existing codes.-To Create a New Code, type in the name of your Code in the field next to Customer type.

(Typically we see types like “Buying”, “Retail”, “Selling Price”, “WD”, “Cost” etc. )-Select the Product Type you want the markup to apply to. (Leave this field blank if you would like the Markup% to apply to ALL Product Types. For example a

0% Markup on “Buying Price” or 0% Markup on “WD”.)-Type in the %Markup -Select the basis for the Price (Buying Price VS. Catalog Price)-Click Add

The newly created Customer Code will appear in the list at the top and all fields can be modified with the exception of the Customer Type.NOTE: In the example on the following page, the Customer Code: Selling Price has been designated as a 30% Markup on wheels, a 15% Markup on Tires, and 50% on Accessories. Codes that differentiate markups based on product type will need to be setup separately and the Customer Type must be an EXACT match in all 3 entries.

Page 7: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Setting up your Customer Codes

Page 8: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Selecting Your Customer CodesClick on “Customer Code” at the top of the Main Landing PageThe Codes you setup will be in a drop down list for your selection.-Click on the Code you want to use, then click Select.

You will notice a Description under the Wheel Pros Logo, indicating which customer code is currently engaged on your session. This Description will appear on every page that displays a price.

Page 9: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

New Product Look-Up & App GuideThe New Dealerline Product Lookup & App Guide is a Powerful Search tool that can be used in many different ways: You can watch a Quick video on how this works by clicking HERE.

1. Wheel Search by Specs (Database driven by “Show Selection” button)

2. Wheel Search by Free-Form text Search (Database driven by “Enter” Key on Key Board)

3. Tire Search by Specs (Database driven Automatically by making a selection)

4. Tire Search by Free-Form Text Search (Database driven by “Enter” Key on Key Board)

5. Search by Vehicle (Database driven by “Show Selection” button)

1

2

3

45

You can also Browse product by Brand and Model by clicking on ‘Catalogs’ in the Main Menu.

Page 10: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Searching for Wheels by Specs -Click on Application Guide on the left side menuYou can search by Bolt Pattern, Diameter, Offset, Finish, Width, or Brand, by selecting those fields and clicking “Show Selection”. This will return results at your local branch with a minimum quantity of 4, displayed with 6 results per page (Default Settings)These setting can be changed BEFORE or AFTER clicking “Show Selection”

Page 11: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Search Wheels by Free Form Text Search You can search by Part# or Description by using the Free Form Text Search Boxes located next to the Column Heading “Wheels”. (Examples: ‘Mojave’, ‘Rockstar’, ‘XD796’, ‘Baja’These Free Form Text Searches are driven by hitting the “ENTER” button on your keyboard or by clicking the highlighted button labeled “Search Wheels.”

(NOT the “Show Selection” button on the screen)This will return results at your local branch with a minimum quantity of 4, displayed with 6 results per page (Default Settings)

These setting can be changed BEFORE or AFTER hitting “Enter” on your keyboard, or clicking the Highlighted “Search Wheel” button .

Page 12: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Searching for Tires by Specs You can search by Section Width, Aspect Ratio, and Wheel Diameter by selecting values in these fields. These results will load automatically. This will return results at your local branch (Default Settings).

This setting can be changed BEFORE or AFTER selecting your tire Size and the changes will load automatically.

Page 13: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Searching Tires by Free-Form Text SearchYou can search by size, Part# or Description by using the Free Form Text Search Boxes located next to the Column Heading “Tires”.

These Free Form Text Searches are driven by hitting the “ENTER” key while your cursor is in the Search field or by clicking on the highlighted button labeled ”Search Tires”

(NOT by clicking the “Show Selection” button on the screen)This will display results at your local branch (Default Settings). This setting can

be changed BEFORE or AFTER entering your tire Size, part#, or description and hitting the “ENTER” key on your keyboard while your cursor is in the Free Form Text Search field or by clicking the highlighted button labeled “Search Tires.”

Page 14: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Searching for Products by Vehicle You can search by Vehicle Year, Make, & Model, by selecting those fields and clicking “Show Selection”. This will return ALL sizes, brands, finishes, in your local branch with a minimum quantity of 4, displayed with 6 results per page (Default Settings)

These setting can be changed BEFORE or AFTER clicking “Show Selection”After making a change to the desired size, Brand, Availability, Result per page, or Minimum Quantity, re-click on ‘Show Selection’ to drive the database again.Click on “Show Tires” next to the SKU to see a range of tires that will fit the selected wheel ON the selected Vehicle.

Page 15: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

OrderingThe Product Lookup and Application Guide features a ‘Staging Area’ or ‘Pre-Order Page’ that is driven by clicking the ‘Buy’ button next to any SKU.-Clicking the Buy button will add the product to the “Pre-Cart” in quantities of 4.-Making changes or deleting products in the “Pre-Cart” is as easy as changing the quantities from the drop down list. To delete an item from the “Pre-Cart, simply change the QTY to Zero. -When your “Pre-Cart” is complete and accurate, simply click “Add to Cart” to initiate the checkout process outlined on the following slides.

Page 16: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Entering Orders/Saving CartsClicking on Add to Cart will initiate a “Cart Summary Screen”

From this screen you can check out by clicking “Check Out”

Or, the cart can be saved by clicking the Save Cart Button.

To save a cart/quote, simply click on Save Cart. You will then be able to recall this order at a later time.

Page 17: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Entering Orders•Enter the Telephone Contact Info, email address, your name and any special instructions and/or notes for the order.

•Type in your Purchase order Number, if applicable.

•Type in the vehicle info in the special instructions box.

•Click “Submit”Note:

Once an order is submitted, it is live in the Wheel Pros system.

There is no way to go back and change the order through Dealerline, and must be changed at the warehouse level (800)959-1969.

Page 18: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Order ConfirmationAn Order Acknowledgement Page will display your order Number, Order Date, Purchase Order etc. You can Print this page for your record by clicking that link Below.

Page 19: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Saving Carts/Quotes• Saving a Cart allows you to

recall the order at a later time. Simply enter your customer’s name/phone#/email address and click SAVE CART.

Click on this Icon to display your saved order.

Access your saved Carts by Clicking on the “Saved Carts” link on the main page.

Page 20: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Customer Inquiries• The Self-Service Order History Page can be accessed by clicking on the

Customer Inquiries link on the homepage. This is where you can lookup Order History, Tracking information, and Accounting statements. You can watch a quick video on how this works by clicking HERE.

Page 21: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Media ResourcesYou can access Wheel Pros’ Web Training Videos for Dealerline, Ads &Posters, Wheel Pros’ LugNotes, and other valuable digital assets by clicking on the Media Resources link on the Main Landing Page.

Page 22: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Customized Configurations• Customized configurations are available to customers:

– Price display lockdown • (Price changes from Corporate HQ only)

– Inventory search only/ no ordering– Centralized ordering Only

• (HQ places orders for individual stores)• Contact [email protected] to Customize dealerline for a specific

customer.

Page 23: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Customer Service/FAQ• Who do I contact if I have questions or if I need Dealerline support?

-You may contact your local branch for answers to common dealerline questions or send an email to [email protected]

• If a customer uses a PO during ordering, will the PO# be referenced on their invoice?-Yes, just like our normal orders, a customer’s PO will be printed on the invoice unless the account is flagged not to do so.

• When a customer places an order do they receive a confirmation? -There is an order acknowledgement screen that can be printed out for the dealers reference.

• Will the customer receive a confirmation when the item ships?-Yes, as long as the account has an email address populated in our business system.

• If a dealer loses their login and/or password, what should they do?-On the login screen there is a link for “forgot password”. As long as the customer can answer the question they can re-set their password but if they can’t answer the question they can email [email protected] with their customer information (Company name, Wheel Pros account #, address, etc.) and their login and/or password will be emailed to them.

• Can a customer place an order for something that is backordered?-Yes, the servicing warehouse will move it to the backordered file when they receive the order.

• Can a dealer drop-ship wheels directly to their customer?-The customer will need to email [email protected] with their account information (business name and acct number) requesting to have this option opened to them. The Management at the Servicing branch must approve the request before enabling the account with this feature. Dealers are responsible for all orders shipped to addresses other than their registered address in Wheel Pros’ business system.

Page 24: WHEEL PROS DEALERLINE Customer Instructions 5/1/2010

Customer Service/FAQ• How long does it take after the customer registers before they will be able to log into Dealer Line?

- 24 to 72 hours. Dealer Line customers are updated daily with the exception of Sat, Sun and holidays. Delays will happen if the customer enters a different business name, address, phone number or account number than what we have in our system. It takes longer to verify they are one of our customers. Dealer Line receives registrations from retail people and/or dealers not in our system a long with our actual customers. This is why information has to be verified.

• Can the shopping cart be turned off if the customers doesn’t want orders placed through dealer line but

wants to see pricing and inventory available?-Yes, we can turn off the shopping cart.

• Can the price be turned off?-No, however the user can manipulate the price displayed on Dealer Line including a -100% markup on the catalog price, effectively making the displayed Price on all products $0. Please refer to setting up customer codes in the instructions.