dealernet 2.0 guide

DealerNet 2.0 GuideFull Version: February 2015

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This is the full version of the reference guide with an in depth overview of each section. For a brief overview download our Quick Guide.

Table of Contents

I. Introducing DealerNet 2.0II. Why Update DealerNet?III. LoginIV. Dashboard

I. Latest HappeningsII. Recent ActivityIII. Create a New Request

V. RequestsI. Opportunity Requests

I. Updating Opportunities

II. Design RequestsIII. Order RequestsIV. SPIF RequestsV. Literature RequestVI. Special Product

VI. ToolsVII. Product InformationVIII. Feedback

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Why Update DealerNet?

• We decided to update DealerNet to streamline the current processes you as the dealer have to manage for your AIS projects.

• We wanted to create a tool for dealers to enter an opportunity, select the same project details for a design and eventually an order request, without having to reenter the information each time.

• Additionally, by allowing access of your projects to your design and customer service team, designs and orders can seamlessly be processed without delay.

• Simple, cleaner categories for request, selling tools, and product information allow you to find the resources you need quickly.

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DealerNet 2.0

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Enter the same User name and

Password you currently use for DealerNet

DealerNet Login

https://dealernet2.ais-inc.com

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Dashboard

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Dashboard - First Screen after Login

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Latest Happenings

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Recent Activity

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Create New Requests

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Opportunity Request

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Opportunity Request

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Click on the green box to ‘Create a New Request’ and

select ‘Opportunity Request’.

Opportunity Registration

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Complete the requested project details and click ‘Register

Opportunity’ when complete.

Updating Opportunities

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Updating Opportunities

• With DealerNet 2.0 we make it even easier to manage your projects.

• At anytime during the sales process you can go into any of your opportunities and update them with current close dates, status, product details and notes. This streamlines communication with your AIS sales rep. By updating these opportunities regularly, you avoid the time required to update your rep via email or phone call.

• The next page will show how easy it is to make these updates.

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Opportunities

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Click on the ‘Requests’ section for the Dashboard, or any page within DN2.0 and

select ‘Opportunities’

After clicking on an opportunity from the dashboard or request screens, you’ll be directed to the opportunity details. • Click on ‘Edit Opportunity’

on the top right corner. • Remember to save

Updating Opportunities

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Updating Opportunities

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• Edit the Estimated Close Date, Status, Probability, Product Details or Add Comments.

• Save Changes at the bottom of the page.

Design Requests

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Click on the green box to ‘Create a New Request’ and

select ‘Design Request.’

Design Requests

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Design Requests

1. Create an opportunity (if you haven’t done so already).

2. Select the opportunity from the drop down list. The project details will automatically populate based on your opportunity registration.

3. Edit the product information if necessary. If you need to create a new opportunity, you will automatically be re-directed to the design request screen afterwards.

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The design request form is now very simple. Select:• Whether you want our design team to

specify (Design Request) or check your design (Design Check)

• Product(s) to be designed & # of stations for each category

Design Requests

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Design Requests

Choose MORE, Select or No(we’ll apply the one of each of the finishes if you’re specifying MORE or Select)

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Design Requests

• Let us know if you want your designer to contact you before they start the project.

• Upload any files that relate to the project.

• And click ‘Submit’

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Design Revision

Need a revision? Click on Requests – Designs, from the main tool bar.

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Search the previous design by quote #, opportunity name or date range and click on the

appropriate design.

Check the status of your design or access completed

designs at anytime in the request section!

Design Request Section

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Design Requests

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Tell us what needs to be revised, upload any new files

and click ‘Submit a Revision’.

Order Requests

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Order Requests

• Processing an order through DealerNet 2.0 is now simpler than ever!

• Simply select the opportunity details and upload your files.

• You can now track your order through from order entry, through the manufacturing process all the way to shipping, and access BOMs and tracking information.

• When you enter your order through Order Request, your opportunity will automatically be updated to ‘Closed-Won’ so no need to go back and update the opportunity. The system will do it for you!

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Order Requests

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Click on Order Request to submit a new order.

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Select an order type:• New – You will be prompted to select a opportunity

to link to the order or create a new one• Add On – You will be prompted to select an

existing order by PO, Opportunity Name or Status• Punch – You will be prompted to select an existing

order by PO, Opportunity Name or Status • Quick – Orders under $7500 that will not require

an opportunity or reference to a past order.

Order Requests

Order Requests

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1. After selecting a ‘New’ order, the project and dealer details will appear.

2. Select whether the opportunity is GSA, More/Select or Showroom/Mockup.

3. From the drop down menu, select who you would like the acknowledgement emails to be sent to. You can select multiple users.Enter your PO number

Upload your PO, SP4/SIF and XML files.

Order Requests

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• Enter your shipping details OR select an address that you’ve shipped to before, by selecting address from the ‘My Addresses’ dropdown list.

• Please verify that all information in the shipping details is completed after picking from the ‘My Addresses’ list, such as Company Name, Contact Name and Telephone #.

• If you’d like to request a ship date, or guarantee your delivery, complete the requested information.

Notes/Comments

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Add any notes/comments and click ‘Submit’.

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• You manage all of your order from the ‘Requests’ – ‘Orders’ option. This will allow you to track the status of your order from Order Entry to Shipping.

• Click on any order to see the details, BOM and tracking information after the order has shipped.

Order Requests

SPIF Requests

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Click on SPIF Request to submit a new request.

SPIF Request

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• Select SPIF type• Enter order details• Click Submit

SPIF Request

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Literature Requests

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‘+Add’ items to cart and click ‘Checkout-Cart’

when complete.

Literature Request

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Literature Request

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Click on ‘Create a New Request’ and select

‘Literature Request’.

Special Product

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Special Product Request

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Complete the required fields and upload files.

Special Product Request

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Selling Tools

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Click on ‘Tools’ to select any of AIS’ selling tools

to help you be more competitive and access

design tools.

Tools

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Product Information

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Product Information

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Search the AIS library of documents, by simply entering

a keyword or selecting the type of document that fits your

criteria.

Feedback

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Feedback Form

Your feedback is important to us, truly! At anytime you want to tell us about something you like or don’t like,

simply click on the ‘Feedback’ icon that appears on the right side of each page.

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Send Feedback

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