Transcript How to register a customer

WNS1.com Online Training
How to use the
Western Nevada Supply
online store and tools
How to register a customer
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To register a customer
go to www.wns1.com
Click on the WNS logo to
get into the site.
Click on the button at the
top of the screen that
says pricing/shopping
Click on the register
button on the left side
How to register a customer
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Pick the option that
relates to the customer.
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Existing customer
New customer
How to register a customer
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Fill in the customer
information
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Click on Complete
Registration
How to register a customer
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Once a customer completes the registration process
they will get an email with a user name (their email
address) and a password.
The customer will receive a second email once we
have approved their account.
The customer will not have access to their pricing or
account info until they get the second email!!
Example Emails
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These are the two emails that the customer will
This is the first email
get.
This is the second email
How to Select Job Accounts
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If a customer has job accounts the first screen they
see when they log in is a list of those jobs.
The customer must pick a job account
The Customer Menu Options
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The Customer has the
following menus options.
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My Account
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Invoice Payment
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Link to see saved lists of material
Change Password
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Allows customers to view invoices
Quick Lists
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Orders that have invalid information
View Order History
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Allows access to see account aging
View Held Orders
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Allows access to view billing info
Customers set their own password
Sign Out
How to look up parts
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To look up parts a
customer can use the
popup menu or the
search box.
How to look up parts
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The search will work
off of several things.
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Part Description
Part number
Category name
Keywords
Quick hits
How to look up parts
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The customer can use the popup menu to find parts
also
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The web catalog is divided up into different categories
When you click on that category you will move to different
parts of the catalog
How to make Quick Lists
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To make the list you
must “shop” for the
products first.
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Once at the product click
the add to list button.
How to make Quick Lists
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You will get a pop up
window that looks like
this.
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You can add parts to a
list that you already
have.
You can create a new
list.
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How to make Quick Lists
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To get to your lists:
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Click on the Quick List link
Then select the list you want to see
How to use the Invoice Payment Feature
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The customer can see
their account aging
online.
Use the Invoice Payment
link to see this.
How to use the Invoice Payment Feature
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The customer can see
the paid or unpaid
balances
Click on the sales order
number to see a copy of
the invoice.
How to use the Invoice Payment Feature
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The customer can even
make payments on their
account.
Just select the invoices
that you want to pay (or
click pay all)
Fill in the credit card info
This payment will post to the account
automatically.
How to use Order History
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Customers can use the
Order history screen to
see open or shipped
sales orders
How to use Order History
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To see open orders or
shipped orders use the drop
down box at the top of the
screen.
The customer can search by
the following:
– PO number
– Job name
– Order number
The customer can search at 30 or 90 days. If they use the All past orders search it will pull up all
orders that are still in the system. This is 3 years worth. THIS TAKES TIME!!
How to use Order History
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Just click on the order
number to see that
invoice.
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The signature off of the
palm pilot will show up
for the customers
delivery confirmation!!
How to use Order History
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The customer can add
items from a previous
order to the cart or add
the entire order to the
cart.
The customer can send
themselves an email
receipt copy of the
invoice as well.
How to Create Orders
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Customers can create orders on the site very easily.
Just find the products that you are looking for and add
them to the cart.
Put the quantity you need in the box and click add to
cart.
How to Create Orders
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The shopping cart will
keep track of the last
product that was added,
your subtotal, and the
number of items in the
cart.
You can view the cart
You can checkout from
here.
How to Create Orders
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When you view the cart
you can:
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Change quantities
Remove items
Continue shopping
Checkout
How to Create Orders
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Checking out is a very
simple process.
Click checkout
Fill in the necessary
information
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You must pick a shipping address
If a PO number is required it will not
let you proceed without one
Special instructions go to line 24
How to Create Orders
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The customer gets one
last chance to review the
order before printing.
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If the order is short in the
branch the customer
chooses this message
will appear.
How to Create Orders
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If the customer gets this
message:
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They can take these parts
off of the order
They can process the
order
If the order has a short on it:
The order will not print. The inside salesman on the account will get this message
How to Create Orders
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If there are no shorts on the order and the shipping
address is valid then the order will print.
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The inside salesman on the account will be the written
by on the order.
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The customer will receive an email confirmation of the
order.
How to Create Orders