Parts.cat.com Client training 2017

Features currently available on pcc SIS – With 1.4m parts FOL – Frequent Order Lists Core Tracking Parts Manuals Quick Order Quoting

Features currently available on pcc Setting Defaults Related Parts Order History Promo Code Resource Center

Benefits of using parts.cat.com More ways to find parts Easier learning curve for new users Faster ordering with quick features View order history and reorder Avoid the manual entry of large bulk orders (Upload files) Mobile friendly Optimized Search Engine

Document review, live chat, oil lab, and vision link Go to our main webpage at www.empire-cat.com and select “online tools” in the upper right corner of the page

Empire’s pcc landing page

Empire’s pcc landing page cont’d

Empire’s pcc landing page cont’d

To register or sign in to parts.cat.com (pcc) If you already have a PartStore login and password, you have access to PCC. Select “Sign in”. Enter your information

how to register Video #1

searching and finding parts on parts.cat.com There are several ways to find parts on Parts.Cat.Com Site Search Shop by Category Parts Manuals Service Information System (SIS)

Searching and finding parts on parts.cat.com cont’d

Searching and finding parts on parts.cat.com video #2

Equipment lists SEVERAL PLACES YOU SHOULD SEE YOUR EQUIPMENT LIST On initial login

Equipment lists Parts Manual

Equipment lists

Equipment lists In SIS

Resource center

resource Center Cont’d What’s New Tab: Sign Up for Newsletters Featured Updates & Articles Frequent Order Lists Updates Quick Order Updates Quoting Updates Parts Manuals

resource Center Cont’d Tutorials Tab: Check Out Shopping Preferences Using SIS to Find Parts Find Parts by Category Access Parts Manuals Many more

quick order feature video #3

SHOPPING CART, LINE ITEM NOTES, AND SERIAL NUMBER FIELDS You can see your progress through the check-out process with a progress bar at the top of the page

Shopping cart, line item notes and serial number fields You can upload or “import” csv files and Frequent Order Lists. You can also print or save your shopping cart. You can switch your store location and update price and availability

Shopping cart, line item notes, and serial number fields cont’d You can record a serial number and a note for each line item in your shopping cart.

To change store locations Hover mouse over the account number at the top of the page and select “change”

To change store locations cont’d Within the shopping cart, select the “store location” drop down menu

Calculate freight field – shipping & billing page

Delivery option tabs have been added Select the tab you need, and you’re instructed to complete the information relevant to that option

Tip - cat non-stocked parts If the parts are coming from anywhere other than CA, push the Need by Date” out 7-10 days – This ensures no freight will be charged for parts coming in from CAT depos If parts are coming from CA push the “Need by Date” out to 5 days.

Attaching a document to an Order Attaching a document to the orders you place is now even easier. Simply select “upload attachment” near the billing information on the “order summary” page, select the document you wish to attach, and proceed with placing your order. The attachment will be attached to the order confirmation emails to both the customer and dealer. It is also visible in the “Order Details” in your account,

New help ESPOTS FOR SEARCH RESULTS If you complete a site search that returns no results, some additional help is provided. Recommendations to search using Parts Manuals or serial number, and direction to the Resource Center are shown, and direct links to those tools are provided.

Sis access video #4

Note: 3D graphics are only compatible with Internet Explorer SIS Access Cont’d In order to view 3D Graphics make sure you’ve downloaded the first three plug-ins from the downloads section. Note: 3D graphics are only compatible with Internet Explorer .

Sis access cont’d Note: The Part Lookup feature only offers 2D graphics which is why you don’t need to install any additional software to use the feature. In order to view 3D Graphics in SIS, make sure you download the graphic plug-ins from the downloads section. Also, 3D Graphics are only compatible with Internet Explorer. Note: The Parts Lookup feature only offers 2D graphics which is why you don’t need to install any additional software to use the feature.

Parts manual video #5

Order summary page

Check out process – order confirmation You’ll receive an order confirmation

Check out process – order confirmation cont’d

Planned maintenance kits (pm checklists)

Planned maintenance kits (pm checklists) cont’d

Planned maintenance kits (pm checklists) cont’d

My account and Setting defaults and preferences in parts. cat My account and Setting defaults and preferences in parts.cat.com video #6

Additional features recently added to Parts.cat.com Quoting / Pending Quotes Core Tracking Frequent Order Lists

Additional features recently added to Parts.cat.com Browsing History Order History Customer Authority Manager Reman/Classic/Alternate Parts

To access my account and sign out When you click on your name in the top right of the site header, you will now see both “My Account and “Sign Out”

Creating a quote To create a quote, go through the normal process of ordering parts in the shopping cart. Once at the “Order Summary” page, select “create quote” rather than “order”.

Official quote is created and is good for 30 days. Creating quote cont’d Official quote is created and is good for 30 days.

Pending quotes From the “My Account” page select “Pending Quotes” to see a list of all active quotes.

Pending quotes Cont’d Here you can view the details of your order, navigate back to pending quotes, delete the quote or if you’re ready to order, select “Place Order”

Select “core tracking” from “My Account”

Note: You can select “All Store Locations” Core tracking cont’d Note: You can select “All Store Locations” Select your account, the store location, and enter a date range. Once complete select “Search Results”

FREQUENT ORDER LISTS To create a frequent order list from the shopping cart. Select “Quick Order” and enter your Part number, “add to cart”

Frequent order lists cont’d Select the shopping cart. Select “Save” type the name of the list. You can select “share” or “private” You’ll receive a message that says “The Frequent Order List has been successfully created.

Frequent order lists Select “Frequent Order Lists” from “My Account” You can select the Frequent List you just created.

Frequent order lists cont’d Select the list you created.

Frequent order lists cont’d Select “add list to current order”

Frequent order list cont’d You will be navigated to your shopping cart. Here you can remove items or continue shopping and add additional items to the current order.

Frequent order list – csv format The file must be in CSV format and have the two header columns “Quantity” and “Part Number”. Format exactly the way it’s show above

Browsing history cont’d

Browsing history cont’d

Browsing history

Order history

Reman/classic/alternate parts cont’d

Reman/classic/alternate parts cont’d

Reman/classic/alternate parts cont’d

Reman/classic/alternate parts cont’d

QUESTIONS Susie Williamson 602-622-4329 Susie.Williamson@empire-cat.com Visit FAQ’s