Transcript Slide 1
Home Page and Main Menu Remy Order Management System Home Page Controls Create New Orders Order Quick Search Part Availability Price List Retrieval Promotion List Orders in Process Misc Look-ups Security Links Home Page Content General System Information (contains a brief description of the system) Site document list (document categories and document names will appear in the menu) Remy Calendar (notifications of shutdown time periods will appear here) Note: there are separate calendars for Pendleton and Edmond (each user is associated with one or the other) New Documents Info (notifications will appear here when new documents have been added to the site) Home Page Operation – Create New Order XXXXXXX ******** ******** XXXXXX ******** ******** XXXXXXX ******** ******** To create a new order, you must first select a Ship-To number from the list (even if your profile only has one Ship-To number assigned). Until you select a Ship-To number, the Create button will remain disabled. After an item is selected from the list, the button will become enabled. When you click Create, the system will take you to the main order page. (See the Order Entry materials for more information on placing orders). Home Page Operation – Order Quick Search 88888 XXXXX You can search by your PO Number or by Remy Sales Order Number (the Remy system assigns unique sales order (SO) numbers based on Due Date and Ship-To number. The assigned Remy SO number is communicated in the conformation email(s) sent by the system. When you search by PO Number or SO Number, the system will return a list of matching entries, showing the Confirmation Number (ID), Ship-To number, Order Date, and Order Status. Click the ID hyperlink to view the order details. Home Page Operation – Price List Retrieval You can retrieve and export to Excel your current price list as well future pricing information (only if price changes are pending). Click on the My Current Price List(s) or My Future Price List(s) link, begin typing your customer number, select the entry from the list, and click Get Price List. To export the data, click Export to Excel and save the data to your local disk. XXXXXXXXXXXXXXXXXXXXXX 8888888888888888888888 Home Page Operation – Promotion List Retrieval 88888888888888888 XXXXXXXXXXXXXXXXX You can retrieve and view a list of active promotions, if any exist at any given time. The list will indicate the promotion name(s) as well as start and end dates. Click on the name hyperlink to view the promotion details. The Promotion Details page will provide a summary and a part list and, optionally, a link to a flyer document. Note that a list of any active promotions will also appear on the main order page. XXXXXXXXXXXXXXXXXXXXXX 8888888888888888888888 XXXXXXXXXXXXXXXXXXXXXX 8888888888888888888888 XXXXXXXXXXXXXXXXXXXXXX 8888888888888888888888 XXXXXXXXXXXXXXXXXXXXXX 8888888888888888888888 XXXXXXXXXXXXXXXXXXXXXX 8888888888888888888888 XXXXXXXXXXXXXXXXXXXXXX 8888888888888888888888 Home Page Operation – Orders in Process Order Statuses: Incomplete – not in the Remy system (you must submit) Submitted – recently submitted, but not being processed You can retrieve and view a list of Incomplete or Open Orders by clicking on the appropriate Order Links hyperlink. Incomplete orders are orders that you have not submitted and are not, therefore, being processed by the Remy system. Open orders are orders that you have submitted and that have not yet been completely shipped. Click the Confirmation # link to view the order details. Flat File Created/Sent to QAD/In QAD Queue/ Processed not Accepted – data is in the process of being imported into the Remy ERP system (these are normal – they are not errors) Accepted not Shipped – being processed but no shipments yet Partially Shipped – one or more items have been shipped; one or more not yet shipped Shipped and Closed – all items have been shipped. Home Page Operation – Template Orders Order Templates allow Remy Administrators or customer users to create a template for repetitive orders so you can place those orders more quickly. As a user, you can order from Remy standard templates or create your own. Order Edit Template