Web Shop End User Manual - VingCard Elsafe · This document is intended for end user instruction...
Transcript of Web Shop End User Manual - VingCard Elsafe · This document is intended for end user instruction...
ASSA ABLOY Hospitality
2
TABLE OF CONTENTS
REGISTRATION AND LOGIN 4
Requirements 4 1. Registration details 4 2. Lost or forgotten passwords 5 3. Dashboard 6
MY ACCOUNT 7
User Administration 7 1. Creating a New User 7 2. Preferences 8 3. Roles 9 4. Personal Settings 9 5. My Shipping Addresses 10
LISTS 10 1. Creating a List 10 2. Sharing a list 11 3. Editing a List 11 4. Copying items to others lists 11
CARTS 12 1. Creating a Cart 12 2. Copying a Cart 13 3. Deleting a Cart 13 4. Multiple Carts 13 5. Editing a Cart 14
ORDERING 15 1. Products 15 2. Quick Order 16 3. Ordering from a List 16
CART CHECKOUT 17 1. Overview 17 2. Discounts & Coupons 19 3. Order Overview 20
ASSA ABLOY Hospitality
3
Copyrights The information in this document is subject to change at the sole discretion of ASSA ABLOY AB
without notice.
Any use, operation or repair in contravention of this document is at your own risk.
ASSA ABLOY AB does not assume any responsibility for incidental or consequential damages arising
from the use of this manual.
All information and drawings in this document are the property of ASSA ABLOY AB.
Unauthorized use and reproduction is prohibited. VingCard and Elsafe are registered trademarks of
ASSA ABLOY AB.
Introduction This document is intended for end user instruction for the Assa Abloy Hospitality Web Store.
ASSA ABLOY Hospitality
4
REGISTRATION AND LOGIN
Requirements
1. Registration details Before any customer can access the web store, a valid account must be established with Assa Abloy
Hospitality.
Once established, an Assa Abloy administrator can create a user account and temporary password
to login the web store.
This process takes minimally 24 hours to process.
Upon receiving Welcome to the web shop email with the login information from Assa Abloy, it is
possible to gain access to the web store.
- Go to: https://estore.assaabloyhospitality.com/en/hospitality/home
- Login using the user name and temporary password in the boxes located in Fig. 1 below
Fig. 1, Login Page.
- Once logged in, the web site will prompt you to enter a new password, see (Fig. 2) below.
Fig. 2, Login Page, Change your password.
Please note: Password requires 7 or more characters.
ASSA ABLOY Hospitality
5
2. Lost or forgotten passwords
- Click on the “forgot password” link at the login screen (Fig 3).
Fig. 3, Login Page, Forgot My Password.
- Enter the user name of the account (fig 4).
Fig. 4, Login Page, Forgot Password.
- An email will be sent to the email address registered with the user name on the account.
Email sample letter:
“Dear <<Name>>, We have received a request to change your password for access to estore.assaabloyhospitality.com. Your password has been changed and you may now log in using the information provided below: ASSA ABLOY Hospitality Username: <<user’s name>> Temporary password: n8CNaAK5mP To login and see your profile, please visit ASSA ABLOY Hospitality If you did not make this request, please inform us immediately to ensure the security of your account. If you have any further questions, feel free to contact us at [email protected]. We look forward to serving you! Sincerely, ASSA ABLOY Hospitality”
ASSA ABLOY Hospitality
6
3. Dashboard
The Dashboard is displayed on the Homepage after you login below the merchandising banners.
The purpose of the dashboard is to display current “bill to” and “ship to” account information. In
addition, the dashboard can display alerts for orders that need approval when logged in in the
manager roles (See Roles on page 9).
Fig. 5, Homepage after login, Dashboard.
ASSA ABLOY Hospitality
7
MY ACCOUNT
User Administration
Go to My Account -> User Administration
The user administration allows: Creating new users Updating existing user profile details Set spending limits on different users Choose who needs to approve orders Activate / Deactivate users
Set preferences on notifications
Apply and change roles for the user
Fig. 6, User Administration page, All Users tab.
1. Creating a New User
The web shop has the capability to add many users under the same account. These users can have
their own user name and password. Also, these users can be setup with restrictions. These
restrictions are applied by assigning the user specific roles which can be explained under Roles on
page 9.
When adding users, there are some mandatory fields that are required in order to setup up the
user. This information is necessary when placing an order.
Please note: The more complete the user profile is the less information is required to complete the
order at checkout.
ASSA ABLOY Hospitality
8
Fig. 7, Create New User page.
2. Preferences
Preferences can be selected based on the information the user needs to see when orders are
processed.
- Use Multiple Carts
This means the user can see and administrate multiple carts when logged in to the web
store.
- Submitted order notification
The user will receive email notifications on orders that the user has submitted for purchase.
- Confirmed order notification
The user will receive email notifications on orders that the user has been confirmed.
- Shipped order notification
The user will receive email notifications on orders that the user has been shipped partially
or complete.
- Invoiced order notification
The user will receive email notifications on orders that the user has been invoiced.
ASSA ABLOY Hospitality
9
3. Roles
Roles are setup to restrict access to information and functionality in the web store. Below are
descriptions and functions of each role.
Fig. 8, Roles & functions explanation, not in the web shop.
4. Personal Settings
Allows the user to change or update personal information.
Fig. 9, Update settings & profile of existing user.
ASSA ABLOY Hospitality
10
5. My Shipping Addresses
The shipping addresses are pre-defined posted when the account is created by Assa Abloy
Hospitality.
All addresses should be checked before placing an order. Should any corrections need to be made,
web store customers need to contact Assa Abloy Hospitality to edit the addresses. All changes
applied will take 24hours to update to the web store.
LISTS
Lists are created to compile items that are frequently purchased. There is no limitation as to how
many lists can be created. Lists can also be shared with other users.
Go to My Account -> List
Fig. 10, Lists Overview.
1. Creating a List
- Clicking into ‘List Name’ box naming the list and then clicking the button.
- To add items to the list simply start shopping and when an item is found, locate ‘Save Item
to List’ on the item details page. Select the list by clicking the drop down box labeled ‘Select
List box’ , choose or create a list then click the ‘SAVE’ button.
Fig. 11, Add product to the list.
ASSA ABLOY Hospitality
11
2. Sharing a list
- It is possible to share lists with other users. By clicking the button, the user can
select other users to add the selected list.
Fig. 12, Sharing a list with other users.
- When the list is shared, the other user can see ‘List shared by <<user name>>’, see below:
Fig. 13, List shared by user.
3. Editing a List
Users can copy, move and delete items from a list.
4. Copying items to others lists Click the copy icon on the item in the list, the user will have the ability to:
- Copy the item to another existing list
- Create a new list and copy the item
to the new list
Fig. 14, Copying items to others lists.
ASSA ABLOY Hospitality
12
Moving items to other lists
By clicking the move icon on the item in the list, the user will have the ability to:
- Move the item from the active list to another existing list
- Create a new list and move the item to the new list
Deleting items from lists By clicking the delete icon on the item in the list, the user will have the ability to delete the item
from the list.
Fig. 14, Deleting items from lists
Confirm deletion by clicking ‘YES’. The item will then be removed from the list.
CARTS
Go to My Account -> Carts
Carts contain items selected from browsing shopping or items contained in a list. Once logged in
and items are added, those items are added in a default cart. Once all items are added for purchase,
it is possible to Edit the name of the cart, save as a list, or copy items to another cart.
Please Note: It is not necessary to create a cart prior to shopping. As users add items and clicks
, a default cart will be available.
1. Creating a Cart
Creating a Cart is easy as clicking into ‘Cart Name’ box naming the list and then clicking the
button.
Fig. 15, Creating a Cart.
ASSA ABLOY Hospitality
13
2. Copying a Cart This feature is used to copy the entire contents of one cart to another.
Fig. 16, Copying a Cart.
3. Deleting a Cart This feature is used to delete all items in the cart and the cart completely.
Fig. 17, Deleting a Cart.
4. Multiple Carts
Another feature is the ability to manage multiple carts. This feature is selected upon user setup.
Depending on setup, a user can add multiple carts. This is for the purpose of creating different carts
to apply to different projects. Items shopped can be added, copied, moved and deleted to and from
different carts.
Example: If two projects require different purchase order numbers, each cart can represent a
different purchase order.
Adding items to a cart
To add items to the cart simply start shopping and when an item is found and wish to add to a cart,
locate and click the on the item details page.
Fig. 17, Adding item to a Cart.
ASSA ABLOY Hospitality
14
5. Editing a Cart
Users can copy, move and delete items from a cart.
Copying items to others Carts By clicking the copy icon on the item in the list,
the user will have the ability to:
- Copy the item to another existing cart
- Create a new cart and copy the item to the
new cart
Fig. 18, Copying items to others lists.
Moving items to other carts
By clicking the move icon on the item in the cart, the user will have the ability to:
- Move the item from the active cart to
another existing list
- Create a new list and move the item to the
new cart
Fig. 19, Moving items to others carts.
Deleting items from carts
By clicking the delete icon on the item in the cart, the user will have the ability to delete the item
from the cart.
- Confirm deletion by clicking ‘YES’. The item will
then be removed from the cart
Fig. 20, Deleting items from carts.
ASSA ABLOY Hospitality
15
ORDERING
There are different ways to add items to a cart when ordering.
1. Products
- By browsing through products, items can be added to carts. By clicking on the products
heading from the home page, the user can choose a category of products in which to browse.
Fig. 21, Product category page - Keycards.
- Choosing a category will list all items in the category.
- Once the item is found, click into the quantity field and enter the number of pieces desired
to purchase then click add to cart.
- If more details are required prior to deciding to purchase, click the item description in the
list and more detail will appear.
Fig. 22, Product details page – Keycard Combo RFID.
ASSA ABLOY Hospitality
16
- You can also click on the + sign on the bottom right corner to get a closer look of the item
picture.
- If this is the desired item, enter a quantity (if more than one) and then click ‘ADD TO CART’.
2. Quick Order
If the item number is known and browsing is not required to find the item:
- You can click on the ‘Quick Order’ button. This will give a user the ability to add all desired
items by product ID (part number) and enter a quantity.
- Once the list is generated, Click ‘ADD ITEM(s) TO CART’ button to push all items in the list
to the cart.
Fig. 23, Quick Ordering system.
- After all items have been added, proceed with ordering by clicking ‘CHECKOUT’.
3. Ordering from a List
Items that were saved to lists can also be added to the cart.
- You can access the list by clicking on My Account -> Lists.
- Choose a list and all items in that list will appear.
- Select the item by clicking the box on the left of the item and enter a quantity.
- After making choices and adding quantities, Click ‘ADD SELECTED PRODUCT(s) TO CART’
button.
ASSA ABLOY Hospitality
17
Fig. 24, Selecting items from the list & adding to cart.
- Once completed, go to the cart and proceed to ‘CHECKOUT’.
CART CHECKOUT
1. Overview
Once all items have been added to the cart, the user can proceed to checkout. The details of the
items ordered are displayed. However, before the order can be placed there are some mandatory
fields that must be filled to complete the order.
- Selected Saved Address
All “ship to” addresses are listed. Drop and pick the address in which to send the items.
Please Note: Taxes on the order are subject to change depending on the destination address.
- Additional Contact Details (Required)
Confirm the name entered and phone number as the correct contact information on the
order. If the boxes are empty, enter the information manually. This information is pulled
from the personal settings of the user. For this to automatically populate in the future, go to
the personal settings and fill in the appropriate information.
- Delivery Mode
The delivery mode is set for ground shipping. The user has the option of changing the
delivery mode by clicking the drop box and choosing another option for express delivery.
- Shipping Instructions
This field allows the user to add in specific delivery instructions. This is viewed by the
distribution warehouse to arrange special delivery instructions.
ASSA ABLOY Hospitality
18
- Purchase Order (Required)
This field is required and information must be present to place the order.
- Quote Number
Optional field for additional information regarding the order placed.
- Terms and Conditions (Required)
A check box is available to agree on the terms and conditions. The box is required to be
checked before the ‘PLACE ORDER’ button is activated to click. There is a link to the terms
and conditions document by clicking on ‘terms & conditions’.
Fig. 24, Terms & Conditions in the check out.
IMPORTANT!!! Review the order carefully. Make sure all items, quantities and pricing are all agreed on prior to
clicking the ‘PLACE ORDER’ button. Once the order is placed, no modifications can be applied to the
order.
If the order was placed in error, the user must contact Assa Abloy Hospitality to cancel the order.
The user must then place another order in the web store.
Fig. 25, Check out, Order details.
ASSA ABLOY Hospitality
19
Once the order is placed, a confirmation order number (also called a WEB reference number) is
generated. Going forward, use this order number as reference if communicating with Assa Abloy
Hospitality about this order.
If the user is setup correctly, an email confirmation is also sent referencing the web order number
and the details of the order.
Fig. 26, Order completed.
2. Discounts & Coupons
- Generic discounts are applied to the prices starting from category page, through product
detail page & check out.
- You can also use country specific promotion inserting promo code (advertised on the banners
on landing pages) & click update. The promotion will be applied to the products & the price
in the cart will be updated
ASSA ABLOY Hospitality
20
Fig. 27, Apply promo code in the cart.
3. Order Overview
To review orders or track the progress of an order, a user can click on My Account -> Orders. All
orders are listed by Web Reference number.
The orders can be displayed in different tabbed categories:
All All orders listed
Active All orders in process, but not shipped
Shipped All orders shipped
Approvals All order pending approval
- Order Status
Each order will display a status. Below is a listing of order statuses and its meaning.
Fig. 27, Order status legend.
Please note: Partially shipped orders will have multiple invoices connected to one Web order (Reference Number).
ASSA ABLOY Hospitality
21
- Order Tracking
Tracking information is available once the order has reached a shipped status. The tracking
information can be found by clicking My Account ->Orders. Locate the Web reference number that
needs to be tracked and click on ‘shipped’ or ‘invoiced’ in the status column. A window will appear
with the tracking information.
Fig. 28, Order tracking.
- Invoiced Orders
Once items are shipped, an invoice is generated and thus the status of the order becomes
‘Invoiced’. These invoices can be viewed for informational purposes. To view these invoices, Click on My Account -> Invoices. The information will be listed by invoice number. The information can
also be sorted by Paid and Unpaid. Click the corresponding tabs to view the information.
Please note: Assa Abloy Hospitality will mail all invoices to the bill to customer address.
Fig. 29, Invoices Overview.