windfall web throughout this slide show there will be hyperlinks (highlighted in blue). follow the...
TRANSCRIPT
Windfall WebThroughout this slide show there will be hyperlinks (highlighted in blue). Follow the
hyperlinks to navigate to the specified Topic or Figure. Hyperlinks will only work when being viewed in a slide show.
Windfall WebThroughout this slide show there will be hyperlinks (highlighted in blue). Follow the hyperlinks to navigate to the specified Topic or Figure.
4 steps to setting up a customer on the web Step 1. Setting up Customer Information Step 2. Adding Users Step 3. Inventory Configuration Step 4. Checking Web Enabled
Add Logos to the web View Inventory Global Settings Master User Information Reports Work Orders
We have a demo site set up so you can show your customers how beneficial the Web is without showing them your active site with your customers information. http://demo.windfallonline.com/ Use the User ID: Demo PW: Demo to log in.
1. Setting up Customer Information on the Web Open Internet Explorer In the address bar, type in the address of your Windfall website (http://example.windfallonline.com) Type in your administrator user name and password. If you do not know your administrator
information, you can email [email protected]. Click on “Add New Customer” (FIG 1) In the “Customer Name” box, enter the Customer’s name. (The customer’s name on your web site
must match EXACTLY with that customer’s name in Windfall to allow the sync program to update that customer’s inventory on the web. We suggest going into windfall and copying the name, then pasting it into the “Customer Name” box.) (FIG 2)
Do not put anything for Image yet (this is done after we click on “Submit Changes”). If you have set up Agents in the “Agent Info” screen, you can select an Agent for this customer using
the drop down menu. Select any of the following boxes that apply:
Zero Stock Status Customer (This will show any inventory that has a quantity of zero) Use Work Order Templates Require Delivery Date (This will require a Delivery Date when Work Orders are created) Leave work Order on Web after Sync for ___ months (This is asking how many months you
would like to leave the Work Orders visible on the web even after they have been completed) Click on “Submit Changes” when finished To add an image for your customer click on the sentence “Click here to Upload Customer Logo”
(FIG 3) Use the Browse button to add a logo to the website for this customer. Click on “Upload and return to
customer information” when finished (FIG 4)
2. Adding users to the web Open Internet Explorer. In the address bar, type in the address of your Windfall website.
(http://example.windfallonline.com) Type in your administrator user name and password. If you do not know your
administrator information you can email [email protected] and request it. Select the customer from the “Existing Customers” drop down menu (FIG 5) Click on the “Web Administration” In the “UserID and Password” boxes, enter a user id and password (FIG 6) If you want this user to be able to request inventory from the web, put a checkmark
in the box that says “allow user to create web work orders”. Click on the “Submit” when finished Once you have clicked on Submit the User will appear in the User list below Click on the UserID This will take you to the User Address Information (FIG 7) This is where you can set up any user information and what the user is allowed to
do. For example, if the user is set up to create Work Orders you can set it up so you will receive an email when they submit a Work Order.
When finished, click on “Submit Address Information.”
3. Inventory Configuration Select the customer from the “Existing Customers” drop down menu (FIG 8) Click on the Inventory Configuration tab Check the boxes of the UDFs that you would like to show on the web In the text box enter the name of the UDF When finished click on submit
4. Check Web Enabled Open Windfall (FIG 9) Click on the customers icon Select the customer that you are adding to the web Click on the Information tab Check the Web Enabled Box, and click on Save Run the sync Once the Web Enabled box is checked and the Sync has run, the customers inventory will upload to
the web.
Adding Logos to the Web Select a customer from the Existing Customers drop down (FIG 10) Under the Information tab click on the “Click here to Upload Customer Logo” link Use the Browse button to locate an image (FIG 11) When finished Click on “Upload and Return to Customer Information” This will take you back to the information screen where you will see your image in the image name
text box (FIG 12)
View Inventory Select a customer from the Existing Customers drop down (FIG 13) Click on the Inventory tab Select a customer from the Existing Customers drop down (FIG 14) Select a User from the Existing Users drop down Click on Find Inventory when finished Use the drop downs to filter through inventory (FIG 15) Click on Find Inventory when finished The next window will have your Inventory listed Next to some Inventory Pieces you will notice there is a D,I,C the D means detail, the I means
Inventory Piece, and the C means Components You can click on New Filter to change filters You can click on Pick New Customer to view a different customers inventory
Global Settings Click on Global Settings (FIG 16) Under Web Global Settings enter the name of your company (FIG 17) Click on Save Global Settings when finished Click on the Customer Information tab to go back to the main screen Go into a customers inventory and your companies name will now be at the top of the screen
(FIG 18)
Master User InformationA Master User is a user that is set up for employees to view multiple customers without having to use the administrative id and password. This is not for your customers to use.
Click on Master User Information (FIG 19) Enter a User ID and a Password Click on submit when finished The User ID should show in the list below Click on the User ID in the list Check the box next to the customers that you want this User to view (FIG 20)
Reporting Select a customer from the Existing Customers drop down (FIG 21) Click on the Inventory tab Select a User from the Existing Users drop down (FIG 22) Click Find Inventory Click on Create a Report (FIG 23) Use the filters to filter through inventory (FIG 24) Click on Create Reports (FIG 25) to create your own report
Check the boxes next to the information that you want to show on the report (FIG 26) Click on Load Report when finished The report will populate showing the information that was selected You can use the select action drop down to save as excel, or print
Or you can click where it says “or click here to select from a list of standard reports” (FIG 27) this is a list of reports that we have already built. Use the drop down under create report and select a report that you would like to run for this
customer Use the drop downs to make the report more specific (FIG 28) Click on Create report when finished You can use the select action drop down to save as excel, or print (FIG 29)
Work Orders Select a customer from the Existing Customers drop down (FIG 30) To View Work Orders click on the Work Order tab
This will take you to view Outbound Work Orders, Inbound Work Orders, and On Hold Work Orders (FIG 31)
To Create a Work Order Click on the Inventory tab Select a customer from the Existing Customers drop down (FIG 32) Select a User from the Existing Users drop down Click on Find Inventory Use the Filters to sort through Inventory (FIG 33) When finished click on Find Inventory If the User you are logged in under is set up to Create Work Orders there will be a column that says
QTY. In the QTY column type in the QTY of the Inventory piece that you want to add to the Work Order. (FIG 34)
Once you have selected the inventory to add to the Work Order click on Add to Work Order Fill in any needed Delivery Information and any needed Work Order Information (FIG 35) Below is a list of the Line Items that are on the Work Order. Here you can modify any Line Items When finished click on Apply Changes, and Submit Work Order Once you have Submitted the Work Order, anyone who is set up to receive an email when you create
a Work Order will receive an email now. The Work Order will not go into Windfall until the Sync runs. After you Submit the Work Order, you can review it by clicking on the Review Work Order tab.
Click on Add New Customer First
Back to Setting up Customers
Enter the Customer Name exactly how it is in Windfall
Select an Agent from the drop down Select any that apply
Click here when finished
Back to Setting up Customers
Click here to Upload Customer Logo
Back to Setting up Customers
Use the Browse button to locate an image
Click here when finished
Back to Setting up Customers
Check the Web Enabled box
Back to Check Web Enabled
Select Customers name from the drop down
Select Web Administration
Back to Adding Users
Enter a User Id and Password
Check box if you would like this user to be able to create Work Orders
Click Submit when finished
Once you have clicked Submit, the user will show in this list
Back to Adding Users
Back to Adding Users
Select a customer
Click on Inventory Configuration
Check the box of the UDF that you would like to show on the web, in the text box enter the name of the UDF
Click on Submit when finished
Back to Inventory Configuration
Select a customer from the Existing Customers drop down
Click on the “Click here to Upload Customer Logo” link
Back to Adding Logos
Use the Browse button to locate an image
Click here when finished
Back to Adding Logos
Back to Adding Logos
Click on the Inventory tab
Select a customer from the Existing Customers drop down
Back to Inventory
Select a customer from the Existing Customers drop down
Select a User from the Existing Users drop down
Click on the Find Inventory button when finished
Back to Inventory
Use the drop downs to filter Inventory
Click on Find Inventory when finished
Back to Inventory
Your Inventory will be listed here
Click here to change the filter
Click here to Logout
Click here to Pick Another Customer
Back to Inventory
Click on Global Settings
Back to Global
Insert the Name of your Company
Click on Save Global Setting Changes when finished
Click on Customer Info to get back to the main screen
Back to Global
Your companies name here
Back to Global
Click on Master Users Info
Back to Master User
Enter User ID and Password
Click Submit when finished
The Master Users will show in this list
Click on the User ID to set up what this user will be able to view
Back to Master User
Check the box next to the Customers that you want this User to be able to view
Back to Master User
Select a customer from the Existing Customers drop down
Click on the Inventory tab
Back to Reporting
Select a User from the Existing Users drop down
Click on Find Inventory when finished
Back to Reporting
Click on Create Reports
Back to Reporting
Use the Filter drop downs to filter through inventory
Click on Create Report when finished
Click here to select from a list of Standard Reports
Back to Reporting
Use the checkboxes to select what information you want to see on the report
Click on Load Report when finished
Use this drop down to select, save as Excel or to print
Back to Reporting
Select a report from the drop down
Back to Reporting
Use the drop downs to make the report more specific
Click on Create Report when finished
Back to Reporting
Use the dropdown to save as Excel or to print
Back to Reporting
Select a customer from the Existing Customers drop down
Click on the Inventory tab to Create Work Orders
Click on the Work Orders tab to view Work Orders
Select a User from the Existing Users drop down
Click on Find Inventory when finished
Click on Find Inventory
Back to Work Orders
Enter the QTY that you would like to add to the Work Order
Once you have selected the inventory to add to the Work Order click on “Add to Work Order”
Back to Work Orders
Fill in Delivery and Work Order Information
These are the Work Order Line Items
Click here to Add More ItemsClick here to Save Changes
Click here to Submit the Work Order
Click here to Delete Work OrderBack to Work Orders
Click here to Modify the Work Order
Click here to Save as Excel, or to Print
Click here to Review Work Orders
Back to Work Orders
Select a customer from the Existing Customers drop down
Click on the Work Orders tab
Back to Work Orders
Click here to see all outbound Work Orders
Click here to see all Inbound Work Orders
Click here to see all Work Orders on hold
This means that the Work Order has been Submitted
This means that the Work Order has been Approved
This means that the Work Order hasn’t gone into Windfall yet. This will change to a green check once the Sync runs
This means that the Work Order has not been closed in Windfall yet. Once the Work Order is closed this will turn to a green check
Click here to view Work Order Line Items
Back to Work Orders
If you have any questions you can contact the support team at 314-925-1547 or you can email us at [email protected]
You can visit us at http://www.windfallonline.com/customer/