Global iShare Database AT ACH Manual for Sales Force

Slides:



Advertisements
Similar presentations
CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM
Advertisements

Polycom Quotes on Demand Tool Partner User Guide Version 1.1
How to Submit a Matching Gifts Application.
This tutorial will take approximately 15 minutes. Click here to advance. Click here to go back.
Chapter Accreditation Online System Usage Tutorial Department of Member Relations & Grants National Children’s Alliance.
Engineering Document Repository & Electronic Signature (E-Sign) Tutorial 1 DCG- Revision C 7/25/2014.
Novus HR Application Review Process Human Resources Qualifying Applications HR Sending Applications to Department/Search CommitteeHR Sending Applications.
UNCLASSIFIED User Guide Applicant. UNCLASSIFIED Table of Contents What is the SAFETY Act? Applicant Guide Help Desk.
Online Reporting Guide
ERA Manager Training December 19, Propriety and Confidential. Do not distribute. 2 ERA Manager Overview In an effort to reduce the need for Providers,
Plan My Move & MilitaryINSTALLATIONS May, 2008 Relocation Personnel Roles and Responsibilities MC&FP.
Lead Management Tool Partner User Guide March 15, 2013
B O N N E V I L L E P O W E R A D M I N I S T R A T I O N BPA Energy Efficiency Marketing Portal Training Instructions for adding utility logo and contact.
CCHD Grant Application Using the Online System. Sign In to the Online System Enter you complete address If this is your first time using CCHD’s.
Pack Company Procedures. Accepting a HIP request from a supplier Allocating the Component Providers Sending the instruction through to the Component Providers.
Foxbright – Smarter Education Websiteswww.foxbright.com Foxbright Training Foxbright Teacher Pages
Researcher training for ACAP © Created by Isaac P. E. Mailleue Research Integrity Coordinator University of North Carolina at Greensboro September 2013.
Public Purchase Vendor Registration & Responding to a Bid Copyright © The Public Group, LLC - This document is confidential and intended only for the use.
Guide to Scientific Editor (SE) Journal of Mountain Science (JMS)
Fab25 User Training Cerium Labs LabCollector - LIMS Lynette Ballast.
How to complete and submit a Final Report through Mobility Tool+ Technical guidelines Authentication, Completion and Submission 1 Antonia Gogaki IT Officer.
How to complete and submit a Final Report through
Welcome to the ABC Bakers PowerPoint on Girls Selling Cookies Online with E-Cards. ABCSmartcookies.com is your Girl Scout’s all-in-one access to learn.
DSQR Training Reliance System
Journal of Mountain Science (JMS)
A Step by Step Tutorial This PowerPoint presentation is intended to show eDMR users how to login and use the eDMR system.
**Please view the instructional guide as a slideshow**
Instructions for Submitting MIPPA 2017 State Plans
01 Registration & My Profile
Customer Online Ordering
IPOM and E-Booking.
Welcome to the ABC Bakers PowerPoint on Girls Selling Cookies Online with E-Cards. ABCSmartcookies.com is your Girl Scout’s all-in-one access to learn.
USAJOBS – Application Manager
SUBMITTING A PAYMENT REQUEST FORM
Bulk update E. Camelback Road #559, Phoenix, AZ Phone: Fax:
Incident Management: Recording New Incidents User Guide
ERO Portal Overview & CFR Tool Training
Review Committee Chair Instructions
How to Submit a New Human Ethics Behavioral Application
Adding Assignments and Learning Units to Your TSS Course
Guides to Reviewerss Journal of Mountain Science Guides to Reviewerss
Briefing Session Guide
CSM System ( Customer Service Management System)
EPAR Training Module Transfer 11/9/2018 ePAR - Transfer.
B2B Portal Training Materials
Online Tools Guide to Security Products International Website.
Adding and editing users
AmeriCorps Member Tutorial – OnCorps Reports 2.0, Standard Reports
How to use PSCEZPRINT Web site address: prairiestate.edu/ezprint
How to register patients via Trust services
How To UPLOAD Policies.
01 Registration & My Profile
Distributor Want aka. Dis-WAnt
Expense Report Training
Performance & Development Review USER GUIDE > COLLEAGUE
Request Form You gain access to the Request Form from your intranet set-up by your IT dept. Or the internet via either our desktop launcher icon. Or a.
Performance & Development Review USER GUIDE > MANAGER
This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.
B2B Portal Training Materials
Journal of Mountain Science (JMS)
GRANT APPLICATION INSTRUCTIONS
Catalog Manager Standard Supplier Training.
Mylan Quick Reference Guide (QRG) February 2016.
This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.
Performance & Development Review USER GUIDE > MANAGER
Completing the School Official Portion of the Student Profile
Completing the Transcript Information
Provider Maintenance—Accreditation Module
This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.
Presentation transcript:

Global iShare Database AT ACH Manual for Sales Force AT Asia Pacific Marketing November 2012

Contents Introduction Login How to Create New ACH Step 1: General Information Step 2: Methods and Benefits Step 2+: Benefit Calculation Step 3: Documents & Images How to View ACH Vote Help-Desk September 16, 2018 AT ACH Manual 2012

1. Introduction What does ACH stand for? Application Case History When a sale is completed, the Sales Engineers will document this sales success story and share it with AT colleagues globally. September 16, 2018 AT ACH Manual 2012

1.1 Introduction Who can have access to the database? Everyone in the AT organization globally. Access Level (Regional Basis) Sales force - create ACH Regional/Global Market Segment Managers - approve ACH Other (Management, Product Development, Marketing, etc) – view ACH ACH: Document all closed application projects DCH: Document all closed product development projects September 16, 2018 AT ACH Manual 2012

2. Login Henkel Portal – My Workplace - iShare September 16, 2018 AT ACH Manual 2012

2.1 Login If you find that you do not have access to the database, please contact the responsible in your region via email and provide your job title. Asia Pacific: Kathy Xia EMEA: FranziskaMaria Strop North America: Gregory Ryba, Matina Kakar Latin America North: Socorro Figueroa, Luis Morales Latin America South: Celso Goncalves Global Marketing: Suleika Hollenhorst September 16, 2018 AT ACH Manual 2012

2.2 Front Page September 16, 2018 AT ACH Manual 2012

3. How to Create New ACH For Sales Force Click the tab “AT -ACH”, you will see a list of all the approved ACHs; To create a new ACH, click “Create new ACH”. All ACHs must be submitted in ENGLISH. September 16, 2018 AT ACH Manual 2012

3.1 How to Create New ACH For Sales Force For those who cannot write in English: Fill in the attached form using local language and submit to Regional Marketing Managers. Regional Marketing Managers: check and verify the quality of data, if it is a qualified ACH, then please help translate the information into English and submit to Kathy Xia. September 16, 2018 AT ACH Manual 2012

4. Step 1: General Information Notice: All fields with * are mandatory. If any information is missing, you will not be able to proceed to the next step. All the fields must be filled out correctly and in English. Once finished, click “Save & Continue” to open the next step. Please also input your CAPRIS project number. September 16, 2018 AT ACH Manual 2012

4.1 Henkel Power Brands To fill in the first mandatory field - “Brand”, choose one from the listed twelve Henkel Power Brands: ***Branding changes will take place in 2012, please keep in mind that the use of the new branding structure will be used once it is implemented*** September 16, 2018 AT ACH Manual 2012

4.2 Henkel Branding Manual All the Power Brands are defined in the Henkel Branding Manual. You will be able to find out which power brand a specific sub-brand belongs to. Please refer to this manual carefully when choosing “Brand”. It is to serve the purpose for easy ACH browsing and sharing in the future. ***Branding changes will take place in 2012, please keep in mind that the use of the new branding structure will be used once it is implemented*** September 16, 2018 AT ACH Manual 2012

4.3 Pre-suggestion function The fields ‘Product(s)’ and ‘Customer’s name’ have a pre-suggestion function. You can either select from the list or continue typing and at the end, press ENTER. The information will then be added to the field and to the pre-suggesting list. September 16, 2018 AT ACH Manual 2012

4.4 Product name format Always use the following format to input the product name: Brand name + Product number/name Example: Loctite 243 Important Notice: Abbreviations such as F850, s300 are STRICTLY forbidden and will cause your case void. ***Please keep in mind that Product name format is subject to change once Branding changes take affect in 2012*** September 16, 2018 AT ACH Manual 2012

4.5 Application Hierarchy Use the new version of Application Hierarchy to fill in the product information. Application Hierarchy Market Segment: If you need assistance please contact the Help Desk. ***Branding changes will take place in 2012, please keep in mind that the use of the new branding structure will be used once it is implemented*** September 16, 2018 AT ACH Manual 2012

4.6 Confidentiality Discuss with your customer regarding the scale of information they would like to share and carefully choose a response to the following questions: (this will determine whether an ACH is available externally/internally) If “yes” is chosen for the first question, the “Grant of Publicity Rights” form must be signed and uploaded on the database. To upload: Scan form, save, and press “choose file” to find the document in it’s saved location. September 16, 2018 AT ACH Manual 2012

4.7 Confidentiality – Legal Forms The “Grant of Publicity Rights” and “Personal Declaration” form is available for download on the Homepage of the Database. Grant of Publicity Rights: is signed if the customer agrees the information gathered can be viewed externally. Personal Declaration: is signed by an individual that is present in a picture or video shared in the document. After filling in all the fields, click the button “Save & Continue >”. **Regions are responsible for storing the original legal forms with local legal department** September 16, 2018 AT ACH Manual 2012

5. Step 2: Methods and Benefits Notice: All fields with * are mandatory. After filling in mandatory and optional fields, click the button “Save & Continue >”. September 16, 2018 AT ACH Manual 2012

6. Step 2+: Benefit Calculation Notice: All fields with * are mandatory. After filling in mandatory and optional fields, click the button “Save & Continue >”. Please fill out this area carefully and make sure all the numbers are correct and make sense. September 16, 2018 AT ACH Manual 2012

7. Step 3: Documents & Images Upload product / process photos in this step (only in JPG format); Documents such as PDS, MSDS can also be uploaded in the “Files and Links” area; At least three photos are required to complete this step. September 16, 2018 AT ACH Manual 2012

7.1 Photo upload Click the button “Click to upload step 1 photo”; Select document from your computer and click “Open”; A thumbnail will be shown in the box, indicating the upload is complete; You can repeat this step to upload up to 5 attachments. September 16, 2018 AT ACH Manual 2012

7.2 Submit For Sales Force After all the fields have been filled out, click “Request Approval” as a final step; The ACH will then be sent to the approver in your country; When the ACH is approved, you will receive an email notice and the case will be shown in the list of approved ACHs; If the ACH is returned, it will come back to the editing status when you log in the database. You can modify the information and submit it again; If the ACH is rejected, it will be deleted from the database. If you want to submit again, you have to create another ACH. September 16, 2018 AT ACH Manual 2012

7.3 ACH Approval Process September 16, 2018 AT ACH Manual 2012

10. How to view ACH cases On page “AT-ACH”, all the approved ACHs are shown with their key information; Use the filter function in the upper part to see a specific group of ACHs; To see the details of one ACH, click the “Print” icon on the right side of the list. September 16, 2018 AT ACH Manual 2012

10.1 Print-out view You can download the PDF in two versions: Internal version – showing all the information External version – Customer name is hidden if required Important: Only the external version can be shown to external parties. Print internal PDF version Print external PDF version September 16, 2018 AT ACH Manual 2012

11. Vote In the print-out view, if you like this ACH, click the button on the upper-right side; For each ACH, each user can only vote once; The votes are shown in the regions homepage. September 16, 2018 AT ACH Manual 2012

12. Global Help Desk Any questions regarding the database, please contact the responsible in your region. North America: Matina Kakar Tel: +1 248 577 2114 Email: matina.kakar@us.henkel.com Latin America North: Socorro Figueroa Tel: +52 55 3300 3027 - 3010 Email: socorro.figueroa@mx.henkel.com Latin America South: Celso Goncalves Tel: +55 11 3205 8930 Email: celso.goncalves@br.henkel.com EMEA: Franziska Strop Tel: +49 (0) 211 797 4388 Email: franziskamaria.strop@henkel.com Asia Pacific: Kathy Xia Tel: +86 21 2891 8916 Email: kathy.xia@cn.henkel.com Global: Suleika Hollenhorst Tel: +49 (0) 211 797 3336 Email: suleika.hollenhorst@henkel.com September 16, 2018 AT ACH Manual 2012