Customer Portal Training Guide CE 011320login.dicustomer.com/userguide.pdf · 1. If a confirmation...
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CUSTOMER PORTAL TRAINING GUIDE | JANUARY 13, 2020
Transcript of Customer Portal Training Guide CE 011320login.dicustomer.com/userguide.pdf · 1. If a confirmation...
CUSTOMER PORTALTRAINING GUIDE | JANUARY 13, 2020
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OVERVIEW - 3
LOGIN & NAVIGATION - 5
CREATE / UPDATE SALES ORDERS - 7
TRACK CUSTOMER SALES ORDERS - 15
CUSTOMER INVOICES - 22
PAYMENT CART - 27
CUSTOMER ACCOUNT BALANCE - 32
CUSTOMER PAYMENT HISTORY - 37
TABLE OF CONTENTS
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WHAT:
CREATE / UPDATE SALES ORDERS
TRACK ORDERS
VIEW INVOICES
CHECK ACCOUNT BALANCE
MAKE A PAYMENT
VIEW PAYMENT HISTORY
HOW:
ACCESS VIA DESKTOP COMPUTER
ACCESS VIA DESKTOP LAPTOP
ACCESS VIA TABLET
GOOGLE CHROME IS THE PREFERRED WEB BROWSER
NOT CURRENTLY COMPATIBLE WITH SMART PHONES
OVERVIEW
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An electronic copy of this training guide can be accessed from the User Guide link on the login page.
OVERVIEW
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CUSTOMER PORTAL LOGIN
USER IDs & PASSWORDS ARE ASSIGNED BY ACCOUNT SETUP
USER IDs & PASSWORDS ARE CASE SENSITIVE
USERS WILL BE LOCKED OUT AFTER THREE FAILED LOGIN ATTEMPTS - MUST BE RE-ACTIVATED BY SONANCE
USE YOUR ASSIGNED USER ID & PASSWORD. ALL TRANSACTIONS ARE TAGGED WITH DATE/TIME PER USER
LOGIN & NAVIGATION
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LOGIN & NAVIGATION
LOGIN SCREEN HOME PAGE
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SELECT
1. Select “Sold to customer”. This is typically a single option unless your organization has multiple legal entities.
2. Click “Add Sales Order” for new orders only.
3. Existing sales orders covered later.
ADD SALES ORDER
CREATE/UPDATE SALES ORDERS
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1.View or update your payment method.
2. Payment methods vary per customer based on account status with Sonance.
CREATE/UPDATE SALES ORDERS
CREATE PO VERIFY PAYMENT METHOD
1. Enter purchase order (PO) number per your company’s schema.
2. PO ID applies to all lines of order.
3. Sonance will assign a separate Order ID upon submission.
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1.Enter pertinent information.
2. A valid email address must be entered for all credit card purchases.
CREATE/UPDATE SALES ORDERS
1. Select preferred payment terms from available options.
2. If “On Account” is selected, skip the next step.
3. If “Credit Card” is selected, proceed to the next step.
SELECT PAYMENT TERMS CREDIT CARD PAYMENT
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CREATE/UPDATE SALES ORDERS
1. By default, a new sales order populates with five blank order lines.
2. Unlimited additional order lines can be added by clicking the “+” Plus icon.
3. Enter a Sonance product ID (sku) & desired quantity per line.
SALES ORDER ENTRY ***NEED NEW SLIDE TO MATCH STEPS BELOW UNIT/ORDER PRICING
1.Based on the product ID & quantity entered, unit price & extended amount will auto populate.
2. Click “Price Order” at any time to update the sales order total.3. Applicable freight & taxes will be calculated when the order is confirmed.
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CREATE/UPDATE SALES ORDERS
1.Review all product ID (sku) & quantities for accuracy.
2. Click “Continue” if ready to place the sales order.
COMPLETING ORDER
1.The Sonance order number will populate & order status will be pending upon clicking “Continue”.
2.Click “Submit Order” to initiate order process with Sonance.
3. Edits can be made prior to final submittal by clicking “Return to Sales Order Entry”.
ORDER CONFIRMATION
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1.To receive order notifications, click “Send Notification”.
2. Enter pertinent email information in the provided cells.
CREATE/UPDATE SALES ORDERS
1. Order status will change from pending to open.
2. To receive a notification, proceed to the next step. If not, proceed to the next slide.
ORDER SUBMITTED SEND NOTIFICATION
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CREATE/UPDATE SALES ORDERS
1. If a confirmation email is requested, an email similar to the example will be generated & sent to the email addresses provided.
2. This concludes the process of creating a new sales order.
3. At this stage, any changes to a sales order will need to be requested by the customer to Sonance Customer Service.
CONFIRMATION EMAIL
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CREATE/UPDATE SALES ORDERS
UNIT/ORDER PRICING
Once an order is complete, the following options are available:
1. Click “Add Order, Same Customer”
2. Click “Add Order, New Customer”
3. Go to Home Page
4. Sign out
ADD ORDER
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TRACK CUSTOMER SALES ORDERS
SELECT
To view any order details or check order status, click the “Track Order” tile from the Home Page.
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TRACK CUSTOMER SALES ORDERS
There are multiple options to search & filter orders
1. Customer PO number*.
2. Tracking status.
3. Sonance sales order number.
4. Advanced search
* In some cases, order lines from the same PO could be on separate Sonance sales orders.
SEARCH ORDER
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TRACK CUSTOMER SALES ORDERS
SELECT SEARCH FILTERS
ADVANCED SEARCH
SEARCH RESULTS
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TRACK CUSTOMER SALES ORDERS
TRACK BY TAB OPTIONS STATUS TAB
1.Numerous options are available to track an order.
2.Track by: Status, Product, Customer, Shipping, Billing, or Returns.3. Detailed information will be shown pertinent to the specific tab that was selected.
1. Once a tab is selected, additional order detail can be obtained by drilling down.
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TRACK CUSTOMER SALES ORDERS
1.View relevant shipping information as highlighted. 1.View Sonance billing information such as invoice number & invoice date.
SHIPPING TAB BILLING TAB
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TRACK CUSTOMER SALES ORDERS
SHIPPING TAB BILLING TAB
View relevant data from each tab with the ability to drill down further.
From any tab, select the order, line or schedule hyperlink to see the complete sales order for the selected line.
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TRACK CUSTOMER SALES ORDERS
RETURN HOME
HYPERLINKS
From any tab, select the order, line or schedule hyperlink to see the complete sales order for the selected line.
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CUSTOMER INVOICES
SELECT
To view detailed customer billing information, click the “Invoices” tile from the Home Page.
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To search a specific invoice rather than scroll through the entire list, click “Invoice Search”.
CUSTOMER INVOICES
INVOICE LIST
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CUSTOMER INVOICES
Search for an invoice by Sonance invoice ID, invoice date and/or invoice status. Enter search criteria & click “Search”.
INVOICE SEARCH CRITERIA INVOICE PAID STATUS
Paid status options are:
1. Not yet paid / Applied
2. Paid / Applied
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CUSTOMER INVOICES
INVOICE SEARCH RESULTS INVOICE SUMMARY
A list of invoices based on the search criteria entered will be generated.
Information from the selected invoice will be generated with additional links to contact Sonance, add the same item(s) to a cart for a subsequent purchase & email a copy of the invoice.
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CUSTOMER INVOICES
Enter email addresses separated by a semi-colon (;). Recipients will receive a PDF copy of the selected invoice.
EMAIL INVOICE COPY RETURN HOME
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PAYMENT CART
SELECT
To pay selected invoices, click the “Payment Cart” tile from the Home Page.
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PAYMENT CART
Invoices selected & added to the payment cart from the invoices section will appear here.
Invoices can be removed from the list by clicking the “Trash icon”.
Click “Next” after verifying the list of invoices to pay.
PAYMENT CART: STEP 1 OF 4
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PAYMENT CART
The total payment amount is shown here. Click the hyperlink to view all included invoices. Or click “Next” if ready to continue to credit card information page.
Information from hyperlink. Invoices in the payment cart to be paid.
MAKE A PAYMENT: STEP 2 of 4
PAYMENT AMOUNT DETAIL
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PAYMENT CART
PAYMENT CONFIRMATION: STEP 3 OF 4
1. Enter credit card information.
2. Confirm billing information is correct.
3. Click “Next” when complete.
4. Click “Submit Payment” after verifying credit card information.
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PAYMENT CART
PAYMENT RESULTS: STEP 4 OF 4
After successfully submitting a payment, the payment results screen will confirm the completion of the transaction.
In some cases, payment processing errors such as declined cards will be displayed for resolution.
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CUSTOMER ACCOUNT BALANCE
SELECT
To view the balance of account payables, click the “Customer Account Balance” tile from the Home Page.
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CUSTOMER ACCOUNT BALANCE
There are multiple sections in the account balance page.
The summary group displays a customers’ credit limit, balance & overdue balance (past due).
Click the balance or overdue balance hyperlinks to view detailed information pertaining to the total listed.
ACCOUNT BALANCE PAGE
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CUSTOMER ACCOUNT BALANCE
From the balance hyperlink, the account balance detail page will be generated.
View balance total, view open invoices, add invoices to payment cart from this screen.
ACCOUNT BALANCE DETAIL PAGE
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View invoices by days overdue in addition to other pertinent data in the aging information section.
CUSTOMER ACCOUNT BALANCE
ACCOUNT AGING DETAIL PAGEAGING INFORMATION SECTION
View aging invoices by days, add invoices to payment cart &/or return to account balance page.
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CUSTOMER ACCOUNT BALANCERETURN HOME
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CUSTOMER PAYMENT HISTORY
SELECT
To view posted payments & associated invoices or orders, click the “Payment History” tile from the Home Page.
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CUSTOMER PAYMENT HISTORY
Upon initial login, it’s possible no payment history will be listed. Search criteria can be configured at this time.
Click “Payment History Search” to enter the desired search criteria. Values are saved until the next login & can be modified as needed.
PAYMENT LIST PAYMENT SEARCH OPTIONS
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CUSTOMER PAYMENT HISTORYPAYMENT LIST
A list of payments based on the search criteria entered will be listed.
Select an individual payment to view a list of invoices associated with that payment.
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CUSTOMER PAYMENT HISTORYPAYMENT DETAIL INVOICE DETAIL
Select an individual payment to view a list of customer invoices associated with that payment.
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THANK YOU
