My Digital Products and My Company Inventory Digital Products Demo My Digital Products and My Company Inventory Leadership Central, August 2017

APICS Digital Products Overview My Digital Products (MDP) This is a library where a customer can access all digital products that have been assigned to them The customer can access it through MyAPICS This library will store any access codes required by the customer as well as direct links to their material My Company Inventory (MCI) This holds digital products and other distributable inventory for a channel or corporate partner Designated “Distribution Eligible Buyers” will be allowed to purchase and distribute products with this tool The Distribution Eligible Buyers can access it through their My Digital Products libraries

My Digital Products and My Company Inventory FAQs What is My Digital Products library? My Digital Products (MDP) is a library where you can access all your digital products. Digital products that you have purchased and you have been assigned will live in your MDP library. How do I access My Digital Products? Access your digital products from your My Digital Products library: Log in to your My APICS account Select the Quick Links tab at the top left of the page Under Quick Links click on the My Digital Products link Access your digital products What does My Digital Products library contain? Digital products that you have purchased and you have been assigned will live in your MDP library. The following information can be found in your MDP library: Direct links to access your digital products Digital product Expiration date Complete order details including: Digital Product Status (Active or Expired); Digital Product Type; Access Dates; Number of accesses; Purchase date; Order ID Unique protected PDF Access code What is My Company Inventory? My Company Inventory (MCI) holds digital products and other digital distributable inventory for your channel or corporate partner. Digital products purchased by your channel’s or partner’s distribution tool buyers will be available to view and assign.

My Digital Products and My Company Inventory FAQs (continued) Who can access My Company Product Inventory? Designated Distribution Tool eligible buyers will be allowed to purchase and distribute products with this tool. Please contact APICS Customer Service at service@apics.org or 1‐800‐444‐2742 or +1‐773‐867‐1777 from 8:00 a.m.–5:00 p.m. CT to become a Distribution Tool eligible buyer. What does My Company Inventory contain? Digital products that you (or your company) have purchased and that you can assign will appear in your MCI library. The following information can be found in MCI: Direct links to access your digital products orders Digital product expiration dates Assignee verification and bulk upload assignments Complete order details including: Digital Product Status (Active or Expired); Digital Product Type; Access Dates; Number of accesses; Purchase date; Order ID Unique protected PDF Access code How can products be assigned from My Company Inventory? Access your company inventory of digital products from your My Company Inventory library: Log in to your My APICS account Select the Quick Links tab at the top left of the page Under Quick Links click on the My Digital Products link Click on My Company Inventory from the page Access your inventory of digital products What if an Assignee does not have an APICS ID? You will need to create an APICS ID to each assignee prior to assigning a product

Access to My Digital Products

My Digital Products Purchased digital products can be accessed here Digital products can be purchased through ShopAPICS, Aptify Client, or Corporate Classroom Management Portal Use the “Access” button to open directly link to the records Use the “Details” link to find additional information such has Click Count, Date Purchased, and Order ID

My Digital Products - Details

Partner/Corporate Purchaser – My Digital Products

My Company Inventory Inventory applies to the Company level If the buyer manages multiple companies, they can switch between them using the dropdown The purchases from all eligible buyers will appear in this inventory The buyer can assign inventory with the “Assign” link The buyer can view which inventory has been assigned with the “View Assignments” link The buyer can view all orders for the product and assign products form specific orders using the “View Orders” link

My Company Inventory – View Assignments

My Company Inventory – View Orders

My Company Assignments This page will allow eligible partner buyers to assign inventory to customers with an APICS ID The buyer can use the check boxes to show or hide the orders and current assignments for these products On the bottom, the customer can choose individual or bulk upload

My Company Assignments – Expanded

My Company Assignments – Individual Assignment Lookup

My Company Assignments – Individual Assignment Confirm

Dictionary Added to Library

My Company Assignments – Bulk Assignment Follow the steps listed to assign products in bulk First, download the “Bulk Upload Template” by clicking the link It is best practice to download a new template whenever you start a new upload in case the file has been updated since your last upload

My Company Assignments – Bulk Assignment Template Follow the instructions on the template Save the file in an easy to find location “Imaginary Learner” is record that our system will fail to find to show what you will see if there is a bad record in your spreadsheet

My Company Assignments – Bulk Assignment Choose File Click “Choose File” and choose the file you just saved from your computer Click “Open” to upload the file You should see the file name next to “Choose File”

My Company Assignments – Bulk Assignment Upload Click “Upload Bulk Assignment File” to upload the records All of your entries will appear in a list The next step will be to validate these records against APICS users, click “Validate the Assignees”

My Company Assignments – Bulk Assignment Validation Validated records will appear in the top table My Company Assignments will assign your product to these records when you click “Assign to Product” Invalid record will appear in the bottom table You can address these records in your upload file and restart the process by clicking “Restart the Upload”

My Company Assignments – Bulk Assignment Success

My Company Assignments – No Remaining Inventory