SELECT Part Store User Manual

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DPM Field Manual JULY 2016

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SELECT Part Store User Manual.

Transcript of SELECT Part Store User Manual

  • DPM Field Manual

    JULY 2016

  • TABLE OF CONTENTS

    DPM and General User 3-8

    Enrollment Process 3

    DPM Checklist 4 Dealership Visit Checklist 4 How to assess dealership performance 4

    Demo IDs 4-5

    Reports 6-8

    Fleet 9-17 User How Tos 9-18

    Login and Placing Orders 9-10 Road Choice Catalog 11 Import Parts List and Saved Orders 12-13 Using Promotions 14 Integrated Cross-Reference 15 Stand Alone Cross-Reference 16 Account and User Management 17

    General Administrative 18-26

    Administration How Tos 18-26 Tutorial Videos Overview 18 Promotion Set Up-Brand Line Code Mapping 19-20 Road Choice Catalog 21-22 Cross-Reference 23 Bypass Account Registration Setup 24 UserProfileandAccountSetup 25 Report Training 26

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • ENROLLMENT PROCESSEnroll a new dealer in SELECT Part StoreThe DPM takes the primary lead enrolling dealers on the SELECT Part Store. Thisincludesreviewingtheplatformsfeatures,advantages,andbenefitstogaintheir commitment to participate and working with them after the installation to train and gain adoption of dealership and customer personal. The contract and paperwork associated with the SELECT Part Store enrollment process and the technical elements are handled by WHI Solutions.

    Enrollment Steps1. DPMsharesthefeatures,advantagesandbenefitsofjoiningtheSE-

    LECTPartStoreandgainsacommitmentfromthedealershiptojoin.There are several tools available to aid in the discussions: Presenta-tion, Website, Tutorial Videos,

    2. DPM contacts WHI Solutions representative to begin the enrollment process; see representative list below.

    3. WHI will contact dealership and get the required paperwork signed.4. Once all the paperwork has been signed by the dealership they will be

    scheduled for an installation. The installation date will be weeks, and likely months, from the date the contracts are signed.

    5. Installation typically takes a week and WHI will send an individual to the dealership to complete the integrations, setups and dealership training. DPMs are encouraged to participate in the installation.

    6. DPMs are responsible for ongoing follow up and change management at the dealership.

    Keys to a successful SELECT Part Store Dealership Management must be committed to integrating the SE-

    LECT Part Store into their parts sales model. Dealership Management must set clear goals, measure performance

    and hold individuals accountable to achieve established goals. Each dealer location should have at least one expert on SELECT who

    can navigate the Administration and set up new accounts. OPSs should be equipped with tablets so they can demo the tool

    during each visit. Hint OPSs must have a solid understanding of how orders are placed.

    SELECTPromotionsshouldbereviewedwithfleetsduringeachvisitandemailtofleetaccountsmonthly.

    Parts Department pay plans should be aligned with goal to grow SELECT. It is recommended that OPSs be compensated for their accounts who participate on SELECT.

    WHI Solutions TeamRon [email protected]: Alaska, Arizona, Arkansas, Colorado, Hawaii, Idaho, Kansas, Nevada, New Mexico, Oklahoma, Oregon, Utah & Washington

    Lauren [email protected]: Delaware, Maryland and New Jersey

    Dave [email protected]: All of Canada, Illinois, Iowa, Minnesota, Montana, Nebraska, North Dakota, South Dakota, Wisconsin & Wyoming

    Andy [email protected]: California, Texas

    Tom Hagger [email protected]: Connecticut, Maine, Massachusetts, New Hampshire,New York, Rhode Island & Vermont Dan [email protected]: Alabama, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Mississippi, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia & West Virginia

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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    DPM AND GENERAL USER

  • DPM CHECKLISTDealership Visit ChecklistHow to Assess Dealership Performance

    Introduction to SELECTBeforeyoutalktoadealershiporfleetabouttheSELECTPartStoreyoumustbecome familiar with its purpose, functions, capabilities and limitation. SELECT isawebbasedinterfacethatgivesfleetstheabilitytoorderpartsfromtheirMack and Volvo Trucks dealership 24/7 all with real-time inventory and custom pricing.Eachfleetlogincredentialisspecifictoanindividualrelationshipbe-tweenafleetanddealershipgroup.Ifafleetwantstoaccessmultipledealership

    Tutorial Videos SELECT Part Store Dealer Presentation

    SELECT Part Store Fleet Presentation

    Fleet AccessVisit www.SELECTPartStore.comtodemothefleetsideofSELECTPartStore.This site has full functionality but orders cannot be placed.

    Login Passwordvmselect-1 vmselect-1vmselect-2 vmselect-2vmselect-3 vmselect-3vmselect-4 vmselect-4

    DEMO IDS

    The Parts You Want.

    When You Want Them.

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  • Admin AccessTo visit the administration demo site go to www.nexpart.com/admin . Login cre-dentials are case sensitive.

    Login PasswordDPMTest DPMTest1

    Note Do not change the password as it issharedwiththeentirefield

    The SELECT Administration menu will allow you access to the various functions.

    Dealership Visit Preparation Review Monthly SELECT Dashboard to identify performance trends, im-

    provement or detrition performance Drill down as needed Identify 2 or 3 areas of focus and improvement to discuss with the

    dealer team Compare performance vs. dealership goals

    Review Monthly SELECT Promotions Prepare discussing new SELECT features or enhancements Review SELECT DOS scoring Encourage dealership to develop their own SELECT promotion Set dealership commitments for upcoming month Ask as many OPSs as possible who they signed up on SELECT last month,

    what their SELECT sales goal is and how they are performing against that. Follow up as needed.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

    SelectPartStore.com 5

  • REPORTSCorporate ReportingEach month you are sent a report that helps you evaluate how your Region, Dis-trict and Dealers are performing with SELECT. There are 4 tabs to the report and each provides more detail about SELECT sales. This report should not be send toadealerforanyreason,asthefilecontainsinformationfrommanydifferentdealer groups. If a dealership wants the information to use for their internal use it is recommended that the requested information be printed to a PDF.

    Each tab of the report has Top 10 lists and trending information at the top. The main body of the reports consists of sales dollars, ticket averages, number of or-ders and stock check information. This should provide a picture of how SELECT sales are trending.

    Dashboard ReportThehighestlevelreportandquicklyidentifiesoverallsalestrendfortheNation,Regions and Districts. In this report, there are Month over Month, CYTD and PYTD sales comparisons, PYTD and CYTD ticket average, monthly and YTD orders along with the number of Stock Checks and Stock Check Ration (average number of Stock Checks before an order is placed).

    Regions and Districts can be expanded by clicking on + or next to Region or District.

    Management Group ReportLook at a single Rooftops SELECT performance and provides more trending information about the selected Rooftop. Use the Dealer Location selector on the left side of the report to change the report data to the desired rooftop. Hold down the Ctrl key to select multiple dealers. By clicking the all selected roof-tops will be released.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • Management Group-Rooftop ReportBest report for individual dealership discussions. Displays SELECT performance for a single Management Group and all of their rooftops. Use Dealer Locator to select desired Management Group.

    Managment Group-CustomerHighest level of detail and can be drilled down to an individual customer. Sim-ilar metrics and navigation as the previous reports.

    Dealership Reporting within SELECTSELECT Administrators have access to a number of reports that help them manage their eCommerce business. All reports are accessed by logging into www.Nexpart.com/admin with their Administrator credentials.

    Distributor ReportingMost detailed report a dealer can access about their SELECT performance.

    Daily ActivityDetails daily sales information

    Account and User ActivityDetails sales information by Accounts and Users

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • Lost Sales ReportTracks which parts are Stock Checked and not purchased. The aggregated results can provide a lot of insight into what customers are attempting to buy. Note - It is important to review the report periodically so there is visibility into lost sales opportunity, the reason why, and how many customers wanted a particular part. This information can be used to phase in inventory to support your online sales. This information is not captured by the DMS.

    Clicking on the blue hyperlinks will display additional detail about a part catego-ry. The image is of the SELECT accounts that attempted to order the same part.

    Inactive UsersTracks how long it has been since a user has logged into SELECT. You can selectseveraldifferenttimeframestohelptargetusers.Thisisagreattooltoidentify and follow up with accounts that have stopped using SELECT.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • USER HOW TOSLogin and Basic Use

    Visit www.SELECTPartStore.com and enter the User Name and Password pro-vided by your dealership administrator. Click Login.

    Select Stock Check tab (if not default page) and enter the part number(s) andquantityneededintheopenfields.ClickStockChecktocheckpriceand availability.

    The results of the stock check are displayed. Note SELECT requires an exact part number match of the DMS inventory to recall a positive response. Anything short of an exact match will result in an invalid part number message being displayed. Contact dealer parts personnel for information about the inclusion/exclusion of spaces/special characters in their part number sequence. Click Add to Order to place desired parts into the shopping cart.1. Part Description2. MSRP or List Price3. Fleet sale price4. Dropdown for additional inventory locations and Lost Sale description.

    Inventory locations with a - next to the name indicate view only.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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    FLEET

  • Click on the shopping card icon in the upper right corner to view your order.1. Enter Purchase Order2. Change Ship to Addresses3. Save this order so it can be re-ordered quickly.4. Place Order

    PlacedorderswillgenerateanOrderConfirmationthatwillbesenttothedesignated dealership personnel and ordering company.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • Road Choice Catalog

    The Road Choice Truck Parts Catalog is now available to your SELECT Parts Store B2B site and is pre-loaded with parts and images.

    1. Hover over the Catalog Tab then click the Road Choice Catalog

    2. Next, select the Category or you can use the Smart Search; and use the Add buttons to place in the cart.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • Import Parts List and Saved OrdersImport Parts ListThe Import Part List function is a helpful tool for large order or creating stock orders through the saved order process.

    BeforeyoubeginyouneedanExcelfilethatcontainspartnumbersandorderquantity. Important - If you have a computer generated order or export file make sure any information below the last part number and quantity is deleted. If this precaution is not taken there is a risk that unneeded information will be imported into SELECT.

    Then click on the Import Parts List button.

    Follow the steps below.

    Once the Stock Check has completed; place orders as normal.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • Saved OrdersSaved Orders is a tool that allows frequent orders to be saved for quick recall and ordering.

    To create a saved order, perform a stock check of the parts needed and place them in the shopping cart. From the shopping cart, locate the Save Order As box and enter a title for the saved order and click Save Order.

    To recall a Saved Order, click on the Saved Order tab and select the desired orderbyclickingonthehyperlinkedDescriptionfield.

    AnyrecalledSavedOrdercanbeedited/modifiedbeforeitissubmitted.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • Using Promotions

    Apply Promotional Code

    Utilizing SELECT Promotional Codes Every promotion has associated codes established to facilitate the discount being taken at time of order submission. The promotional discount is only valid if eligible items are purchased via Select and promotional code is submitted at time of order. Finding Active Promotions All active promotions are contained within the Promotions tab. Additionally, a rotating banner at the top of each Select screen will identify active promotions. Promotions tab disappears if no promotions are active.

    Promotional codes must be entered after eligible product is placed in Order Review. Note: Only one promotional code can be used per order. To take advantage of multiple offers a separate order must be placed. Once the code is successfully applied, a message will be displayed and the discount will be shown.

    Example of a successful application of a promotional code in the Order Review screen:

    Note Quantity limits for each promotion are by user. Once a user reaches the max quantity they are done for the specific promotion.

    Order Qty

    Ship Qty P/L Part Number Description

    Sell Price

    Extended Sell Price

    Your Price

    Core Price

    Pack Qty

    Extended Price

    72 72 960 RMC9046731 BRAKE CLEANER 3.90 280.80 2.27 0.00

    163.44

    Save $1 on Volvo Branded Brake Cleaner RMC9046731

    -1.00 91.44

    Total Sell Price 280.80 Total Order Value 91.44 Total Promo Savings 72.00

    Order Comments: Promotional Code: RMC9046731 Your promo code "RMC9046731" has been successfully applied. A $1.00 discount has been applied to each RMC9046731 part number purchased within this order.

    SAVE $1 ON BRANDED BRAKE CLEANER

    Utilizing SELECT Promotional Codes

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  • Integrated Cross-Reference

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    Stand Alone Cross-Reference

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  • Account and User Managment

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  • ADMINISTRATIVE HOW TOSSELECT Part Store Tutorial Video OverviewSELECT Part Store tutorial videos that are available in the SELECT Part Store section of the Trucks Dealer Portal. Each title is hyperlinked to the video and by clicking on the title will initiate playing the video.

    General SELECT Part Store TutorialsDealer Testimonial High level overview of the SELECT Part Store Dealer and Fleet testimonialsHow To Use SELECT Administration Site Dealership access to SELECTs admin site Overview of key administration functionsDisplay PREFERRED Pricing How to display PREFERRED Pricing Cause and corrections for common pricing errorsUsing MAPP Data to Boost Sales Identify parts sales opportunities in MAPP CustomizeSELECTtotargetfleetsIMPACT Parts Catalog Howadealershipmakestheinitialrequestforafleetsaccessto Fleet IMPACT Setup for Fleet IMPACT in SELECT Troubleshooting Fleet IMPACT access issues UpdatingfleetVINsforFleetIMPACTRunning Report Wheretofindreports Overview of each key reportCreating Dealer Promotions Overview of what is needed to create a dealer funded SELECT promotionsPublicizing Promotions HighlightdifferentwaysofcommunicatingSELECTpromotionsUsername & Password Reset user names and passwords

    Republic Services TutorialsThese tutorials are to be used to train personnel who sell parts to Republic Services. The process outlined in these videos is the only way to ensure pur-chase orders from Republic Services ePro system are generated.

    Republic Services Account Setup Initial setup of a Republic Services account in the SELECT Part StoreRepublic Services Power User Setup Explanation of why a Power User is needed How to properly setup a Power User in the SELECT Admin How to use the Power User functionRepublic Services Placing Orders How to login as a Power User Switch between users as a Power User in the SELECT Part Store Create a Saved Order How to combat parts that are re-sourced to other vendorsRepublic Services Processing Approved Orders Explains how Republic process orders after you create the saved order General overview of next stepsRepublic Services Tips and Troubleshooting Orders Highlights common errors and correctionsRepublic Services ePro SELECT Part StoreTM Orders Highlights the Republic side of the parts order.

    The Parts You Want.

    When You Want Them.

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    GENERAL ADMINISTRATIVE

  • PROMOTION SET UP | BRAND LINE CODE MAPPING

    Overview FollowtheseinstructionstoensureyourSELECTPartStoreisproperlyconfig-uredtoacceptSELECTPartStorepromotions.Thefullconfigurationmustbeperformed prior to any SELECT Part Store promotion be accepted.

    Promotion Set-Up | Brand/Line Code Mapping1. Login to Administration (www.nexpart.com/admin)2. From the Administration menu select MVSelect Brand Line Code Map

    3. Select Brand/Line Code Assignments

    4.FromtheBrandConfigurationscreenyouwillhavetheabilitytoactivateordeactivate the Brands that you stock. All active Brands will display with a () and all inactive Brands will display with a ( X).

    To assign a Brand as inactive, click on ( ) next to the Brand and it will change from an active brand ( ) to an inactive brand ( X).

    To assign a Brand as active, click on the ( X) next to the Brand and it will change from an ( X) inactive brand to an ( ) active brand.

    When all changes have been completed, click on Save

    5. To assign an active/inactive status for each Brand and Location, click on the BranchConfigurationlinknexttotheBrand.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • 6.FromtheBranchConfigurationscreendisabletheBrandforanylocations where it is not carried.

    To assign a Branch as inactive, click on ( ) next to the location and it will change from an active location ( ) to an inactive location ( X).

    When all changes have been completed, click on Save.

    7.FromtheBrandConfigurationscreenselectBrandLineCodeConfig.

    8.WithintheBrandLineCodeConfigurationscreenassignallsource/line codes available within your DMS to each Brand.

    To assign a source/line code to a Brand, enter the line code & click the Add button. You can add as many line codes to each brand as needed.

    Example = Karmak is called Vendor Code and ADP is called Source Code

    ClickSavewhenyouhavefinishedenteringallsource/linecodesfor all brands.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

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  • Road Choice CatalogTo manage the Road Choice Catalog, follow the instructions below:

    1. Login to www.nexpart.com/admin and from the main menu select Distribu-tor Configuration

    2. GotofieldCatalogs Available to Users, click on the Manage link

    3. Within the Available Catalogs screen, youll see the Road Choice Catalog when you can re-sequence, etc.4. Click Add To All Users and check the box to the right.

    5.AdditionalconfigurationisavailablebutshouldbepresetbyWHIwithin

    link in the main menu.

    The Parts You Want.

    When You Want Them.

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  • 1. Hover over the Catalog Tab then click the Road Choice Catalog

    2. Next, select the Category or you can use the Smart Search; and use the Add buttons to place in the cart.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

    SelectPartStore.com22

  • Cross-Reference Overview The SELECT Part StoreTM is introducing an integrated part number cross-reference tool which provides end-users with the ability to search for alternative part numbers that may fit the same application. The tool leverages Motor Systems industry leading FleetCross and combines Mack Truck, Volvo Truck and Road Choice part information to create a custom cross-reference tool. By combining the custom cross-reference database in an integrated eCommerce platform we are offering a superior eCommerce experience that significantly reduces the difficulty finding part numbers in the Heavy Truck part space.

    Upon initial activation, all dealer locations and customers will be active in the cross-reference by default. The steps below outline how to make changes to the cross-reference settings.

    1. Log into your Dealer Administration site www.nexpart.com/admin

    2. Go to the Administration menu and select Distributor Configuration

    3. Within the Distributor Configuration, locate the field Enable Cross Reference. The selection made within the "Enable/Disable" drop down will activate/deactivate the FleetCross part Cross-Referencing functionality on your site.

    4. To enable/disable FleetCross, select the corresponding drop down box.

    5. If the "Add to All Existing Accounts" button is selected, it will overwrite the existing "Cross Reference" setting for all existing accounts.

    Note: You can override the Enable/Disable setting for each account within Customer Maintenance.

    6. Click on the Manage Locations link to view/edit the FleetCross Cross-Reference availability at each of your locations.

    7. Within the Manage Locations screen a list of all of your locations will display and identify the locations

    sponsored by SELECT. The Location Status will display a green check mark next to all locations that are enabled and a red check mark next to all locations that are disabled. This is where the Dealership SELECT Administrator can disable a dealership location/rooftop should they wish. NOTE: End Users will have access to Cross-Reference based on their default location and account "Enabled" status. If an accounts default location is Enabled within the Manage FleetCross Locations screen they will have access to Cross-Referencing. If it is set to Disabled they will not have access to Cross-Referencing. 23

  • Bypass Account Registration Setup

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  • User Profile and Account Setup

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    4. To edit the User Level assignment click on the blue arrow next to the user.

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  • Report Training | Dealership Reporting within SELECTSELECT Administrators have access to a number of reports that help them man-age their eCommerce business. All reports are accessed by logging into www.Nexpart.com/admin with their Administrator credentials.

    Distributor ReportingMost detailed report a dealer can access about their SELECT performance.

    Daily ActivityDetails daily sales information

    Account and User ActivityDetails sales information by Accounts and Users

    Lost Sales ReportTracks which parts are Stock Checked and not purchased. The aggregated results can provide a lot of insight into what customers are attempting to buy. Note - It is important to review the report periodically so there is visibility into lost sales opportunity, the reason why, and how many customers wanted a particular part. This information can be used to phase in inventory to support your online sales. This information is not captured by the DMS.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

    SelectPartStore.com26

  • Clicking on the blue hyperlinks will display additional detail about a part catego-ry. The image is of the SELECT accounts that attempted to order the same part.

    Inactive UsersTracks how long it has been since a user has logged into SELECT. You can selectseveraldifferenttimeframestohelptargetusers.Thisisagreattooltoidentify and follow up with accounts that have stopped using SELECT.

    The Parts You Want.

    When You Want Them.

    Every Minute Of Every Day.

    SelectPartStore.com 27

  • SelectPartStore.com