Transcript E-Commerce Capabilities

www.techdata.com
EC Admin Functionality Enhancements
December 2001 Release
Foreword
Please review this presentation to learn how
Tech
Data has enhanced the functionality of the
EC
Admin Tools. We are confident that your interaction
with our Web site will be easier, more secure and
more tailored to your business and professional
needs.
Should you have questions, contact our EC Help
Desk at [email protected] or call EC Support
at 800-222-7926.
December 2001 - Page 2
Table of Contents
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

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New features……………………………………………….5
Advantages………………………………………………...6
EC User Types…………………………………….……….8
Look-and-feel……………………………………………..13
How to use the functionality…………………….……..16
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EC Admin Summary
 You can directly update the following information in
realtime at www.techdata.com
 Personal profile information
 Account information
 Shipping addresses
 You can now add, maintain and delete EC User
Accounts without depending on the EC Help Desk
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New Features
 Master User and Admin User roles can now perform
the following user maintenance:
 Delete Non-EC users from the system view
 Remove the EC access rights from users, who will
thereafter have Non-EC access rights
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Advantages
Changes you make
to your account take
place immediately.
You gain
independence and
control over
managing your
account information.
It’s easy and safe to
assign and manage
access rights for
each user or for a
group of users.
You can add,
maintain, and delete
users without delay
and with confidence
anytime you want.
The system provides
greater account
security and more
flexibility.
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What does EC User Administration mean?
 You can now provide access to www.techdata.com and
TDonline to individuals within your organization
 You can decide which access rights you want to assign
to which employees
 Admin rights (add, edit and delete EC User Accounts,
maintain passwords, etc.)
 Catalog view rights only (create and save quotes)
 Purchasing rights (create purchase orders)
 Track order status (order inquiry)
 You can make changes to the EC User Accounts and
easily maintain their access rights
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EC User Types
Administration of
users, account info
and passwords. View
and order from catalog
Master User
Contact Type M
Same rights
as Master
User except
cannot edit or
delete Admin
Users
Update
personal Info
and password;
view and order
from catalog
Admin User
Contact Type A
Account
User
Group
ID
Contact Type C
Contact Type C
Group
View
User
Contact Type P
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Generic ID and
password
View catalog
and update
personal info
Master User
 Signs the EC Account Agreement or is the oldest
active Master User record in our files
 Only one Master User per account
 Rights
 Add, edit, remove and delete



Admin Users
Account Users
Group IDs
 Change their own passwords, as well as those for Admin,
Account Users and Group IDs
 Change EC Account information
 Purchase products
 Update personal profile information
 View catalog
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Admin Users
 Maintain your company’s EC Account
Information and User Accounts
 You can have one or more Admin Users
 Rights
 Identical to the Master User, EXCEPT


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Cannot remove or edit another Admin User
Cannot change another Admin User’s password
Account Users
 Function as purchasing agents
 You can have one or more Account Users
 Rights
 Purchase products
 Update personal profile information and
personal password
 View catalog
December 2001 - Page 11
Group ID/Group View Users
 Group ID is a generic ID & password that can be circulated
within your company and shared by multiple users
 When first-time users log in with the generic Group ID and
password, they are requested to convert themselves into
Group View Users
 Group View Users
 View but do not purchase
 Have unique IDs but share the same password
 Can only be created by logging in with the generic Group ID
and password
 Rights


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Update personal profile information
View catalog
EC Admin Look-and-feel
Screen Bar
View
Bar
Form and
List Applets
 Top: the Screen Bar drives the Views on the View Bar
 Left: the View Bar drives the Form and List Applets
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Where to find the EC Admin site
You can click on the
ECAdmin link here
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You can also find it here
Click the
EC Admin link under
“Quick Links”
You can find a detailed
description of the new
functionality in this section
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How to use the functionality
This is your
EC Admin Home/
Welcome Screen
This is where you
update your
Account
Information
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This is where you
update your
Personal
Information
This is where you
do your
EC User Account
Administration
This is where
you Change
Your Password
Updating Account Profile information
Select Account
Profile from the
Screen Bar
Click Edit to
update your
account
information
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Sold To and Bill To Addresses
SOLD TO ADDRESS and
BILL TO ADDRESS are
“view-only” fields.
To update them, you must
send a letter to Tech Data’s
Credit Department
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Updating Ship To Addresses
Select Account
Profile from the
Screen Bar
Update Ship To
Addresses here
New
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Edit
Delete
Updating Personal Profile information
Select
Personal Profile from
the Screen Bar.
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Click Edit to
update your
Personal Profile
information.
Administering EC User Accounts
You can select from a
variety of Views displayed
on the View Bar,
depending on the EC User
Group you want to
maintain.
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Select
User Administration
from the Screen Bar.
Converting Non-EC Users to EC Users
Click
Non EC Users
from the View Bar.
Select the desired User
from the List Applet and
click on the
Make Admin User
arrow to convert into an
Admin User.
Select the desired
User from the List
Applet and click on
Make Account User
arrow to convert into
an Account User.
If the User you are looking for does not appear on this list
(remember to scroll all the way down first), you can create a
new user by clicking on the “New” button under the “Admin
User”, “Account User”, or “Group View User” Views
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Deleting Non-EC Users from System Access
Delete this user
from system
access by
clicking on the
Delete ‘x’.
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Determining User Type for existing EC Users
Click EC Users
from the View
Bar.
You can determine
the User Type of each
EC User by looking at
the “Contact Type”
column.
• M = Master User
• A = Admin User
• C = Account User/Group ID
• P = Group View User
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Changing rights for existing EC Users
Select the
desired User
Type from the
View Bar.
Click on New to
create a new Admin
User who does not
appear in the
“Non EC Users” list.
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Click on the Edit or
Make Non-EC
icons to change
User rights.
Creating a Group ID
Select the
Account Users/Group IDs
View from the View Bar.
Click on New to
create a new
Group ID.
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Creating a Group ID (cont’d)
Fill out the
required
fields.
Check the
Group Id
checkbox.
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Obtaining the Group ID and Password
Once the Group ID and
password are created, you
need to make a note of
them so you can distribute
them to the group
members.
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Logging in for the first time with the Group ID
Click on the
User Administration
link.
When Group View Users log in for the first
time with the generic Group ID and
password, they must click on the
EC Admin link on the Home Page of
www.techdata.com.
That will take them to this welcome screen.
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Converting yourself to a Group View User
Find your name on
this list and click on
the “Make Group
View User” arrow.
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Note your new ID and Password
Be sure to note your unique
Group View User ID
and generic password.
You will need these the next
time you log on to
www.techdata.com.
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Changing your Password
Click on
Password on the
Screen Bar
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