Intro to

Q2O Training - Module 1

Introduction to Q2O Training Module 1

Intro to

High level overview of Q2O (Quote to Order)

Review major site functionality

Learn how to log in and navigate around Q2O

Summary of Q2O Training Module 1

Intro to

Logging on to Q2O

Learn about your account

Basic Site Navigation

– Dashboard

– Quotes

– Product Catalog

– Cart

– Checkout

Getting on the System

Use Q2O link from

www.bradleycorp.com

Or type URL in directly:

q2o.bradleycorp.com

Login with your Email Address

Use “Forgot your password?” to set up Email

Logging into the System

Logging into the System

Bradley will create your account

Use Email address to sign in

Use forgot password to create or reset your password

Dashboard

First screen when you login

Includes “My Account” and “Customer Connect” menus

Shows company account info

Short list of recent orders

Dashboard

Navigation

Blue navigation bar leads to major functionality

– Dashboard: where you start

– Quotes: quick entry quoting

– Order Status: to see all orders

– Product Catalog: shop and learn about products

– Cart: collect products for an order without a quote

– Checkout: to order products in the cart

Search

Search to find product information

– Part Number

– Descriptions

– Etc.

Menus

“My Account” menu is for you to manage your login info

– Email

– Password

“Customer Connect” menu is your company’s

account info

– Dashboard

– Quotes

Quotes

Quotes

Search and sort to find quotes created

in Q2O

All building specialties product lines on the

same quote

– Lockers, Toilet Partitions, and Washroom

Accessories

Quotes features

– Get Submittal packages, Freight quote,

Duplicate a quote

Training Module 3 – Quoting and Converting

will offer more information about quotes

Order Status

Order Status

See all your Bradley orders, whether entered

into Q2O or not

List shows important information

about orders

Links to track shipments when available

Search for orders by PO #, Job Name, or Order #

Clicking on an order shows more info

Product Catalog

Product Catalog

Best place to learn more about Bradley product:

– lead times, your net price, and more detailed product

information

It can also be used to directly place orders

Product Catalog

Products are organized like they are on

www.bradleycorp.com

– Drill into the different categories

– Options to filter to the product that meets your specific need

Product pages show the most comprehensive

information we have available about Bradley products

Products can be added to the cart from here

Training Module 4 – Product Catalog & Checkout will

offer more information about the Product Catalog

Cart

It’s a list of products you’re thinking about buying

Products stay in your cart until you buy or remove them

Can take cart through Checkout to create an order

Training Module 4 – Product Catalog & Checkout will

offer more information about the Cart

Cart

Checkout

Checkout

Transaction process for parts in the cart

Step by step

– Billing Information (who’s ordering & PO)

– Shipping information (where we ship the order)

– Shipping Method (how we’ll ship the order)

– Scheduled ship (when we send the order)

– Final Review (check everything and add comments)

Training Module 4 – Product Catalog & Checkout will

offer more information about the Checkout Process

Help & Training

Help & Training

Ongoing help & training documentation

Other modules talk about specific topics including:

– Quoting & Converting for quick order entry

– Product Catalog & Checkout for answering product questions

and creating smaller orders

– Using Configurators for ordering ATO products

– The specifics of Locker Quoting

Q2O Training Module 1 Summary

Intro to Q2O

Topics Covered

– Where to find Q2O

– How to log into Q2O

– How to navigate Q2O

– What you can do on Q2O

Future modules will dive into those topics deeper

For now we’ll review what you learned in a

quick assessment