B2B Portal Training Materials

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Presentation transcript:

B2B Portal Training Materials Localize and distribute to customers and internal team

Outline Electrolux B2B portal – Features & Benefits Main Menu A. Product views Navigation Product List Product Detail Product Search B. Order Placement: Standard flow Multiline basket Checkout E. Additional Resources: Sales Folder Document downloads News & inspiration C. Order status management: Order status Order search Order details D. User management: Edit preferences Company admin view Create user

The Electrolux B2B portal Features & Benefits Immediate access to product availability, prices, order placement, order & delivery follow-up Easy to use Free-of-charge for all Electrolux retailers Registration via Tradeplace / Your local contact in the Customer Service team

Main Menu From the home page, you can access the different B2B pages/functions via the top menu: Under Product & Order section you can browse products by category Under Order Status you can track your open orders and view placed order details On the Support page, you can find contact information for our departments The Multiline Basket allows you to key-in and upload products to your basket for a faster checkout Via Order Search you can search for past closed orders and associated documents (invoice, POD).

Product Views: Product Navigation Under Product &Order you can browse the main product categories All product subcategories are listed. Clicking through you can access the product list

Product Views: Product List Product search by Model or PNC Use the filters & the Refresh button to refine the list of products . Checking out you will land on the order placement page, where you can confirm & place the order Click-through on the product model to view the complete product specifications Product price & availability are updated in real time from our ERP system

Product Views: Product List - Simple You can switch view modes from the icons at the top. The simple product list mode offers a compact view of the products with the essential details. The same filtering & checkout options are available. You can show/hide the product price, so you can navigate the site in store with your customers You can download the EU energy label and product fiche by clicking the icons next to the product

Product Views: Product Detail The links under product description download the product specifications in various formats. The Media link opens a list of asset links grouped by type. View product media. Clicking on the thumbnails opens a popup where you can select your preferred size & resolution for download You can read the benefits, features technical specifications and download the user manuals further down the page

Product Views: Product Search Search by product code and select from the auto-complete suggestions View more product details by clicking on the results Add products to your basket directly from the search result

Order placement: Standard mode Products currently in your basket are visible on the right-hand side. You can add products to the basket using the Add button next to the product

Order placement: Multiline Basket At any point during your checkout you can edit the order type and address from the top dropdowns. Before accessing a list of products, or using the multiline basket, a selection of the order type and address is required.

Order placement: Multiline Basket You can upload a .csv file containing product code or model in 1st column and quantity in the 2nd You can key-in product codes and select products from the predictive text displayed

Order placement: Checkout You can now also change the order type and delivery address on the checkout page Fill in your own order reference Submits the order into our system Select your preferred delivery date View complete pricing details opening the price popup You can add more products to the basket You can review your order total

Order placement: Checkout You can add more delivery details You can return to the previous page You can use additional order options: - to ship together all products in the basket; - to have the order delivery confirmed by our customer service staff first If any products added return errors, you can remove them altogether All products in your cart can be added to a brochure – the layout of which you can confirm on the next page

Order placement: Checkout You can add more delivery details You can return to the previous page You can use additional order options: - to ship together all products in the basket; - to have the order delivery confirmed by our customer service staff first If any products added return errors, you can remove them altogether All products in your cart can be added to a brochure – the layout of which you can confirm on the next page

Order placement: Order Status You can export the entire list by Printing it to pdf, exporting as csv or sending it by email Order status offers you a dashboard view of all your open orders by order type Sort the results by clicking the column headers

Order placement: Order Status You can refresh the list to get the latest info from our ERP View more order details using the Order list item view, including each line of products ordered and associated details Sort the results by clicking the column headers Search within the column using the input field at the top Click on the order line to get the full order details

Order search You can search by one or multiple order numbers – you can use either the Electrolux order ID or your own purchase order ID You can limit your search to a certain order range: searching through all, closed or open orders, or a certain order type: e.g. standard order, home delivery, site order You can search by products within the order – using Electrolux product numbers (OEM) or the product EAN You can search by documents attached to an order – invoice or proof of delivery document. You can also limit the time frame of your search – by date of order placement or date the invoice was issued

Order placement: Order Detail View all the order details originally confirmed Print the complete order details You can modify the details of an already placed order View the status of each order line and relevant details regarding delivery and invoicing Return to the Order status or Order search depending on where you accessed the order detaiil from

User Management: Edit your preferences Standard User View & update your basic profile and contact details Access to user preferences is always in view Update your site navigation defaults: preferred landing page, level of detail on product lists, and order status. Update delivery split preferences & price visibility across the site Update your password

User Management: Edit your preferences Company Admin User View the list of site users from your company Access to user preferences is always in view User status (active or expired) is displayed next to each username. You can extend the timespan of the user‘s access by editing the Expiration date field when the user is selected. You can restrict access to certain site functionalities, by unchecking items in the user rights list Changes to user preferences & User rights are applied to the currently selected user. By default, your profile will be the one selected in the list

User Management: Edit your preferences Company Admin User: Create user Fill in the new user‘s credentials, preferences and select his/her user rights. When you Save the info, an email is triggered to our customer service desk, who will confirm the new user account Using the Create User button you launch the menu giving you the option to input the credentials of a new user within your company

Additional Resources: Sales Folder By default, the products in your cart will display in the selected products panel. You can add more products directly by keying in the Electrolux product/model number in the input field, and select from the dropdown suggestions Access the Sales Folder, our product brochure generator, from the Resources menu. While you‘re navigating the site, you also get the option to move products to the sales folder (on the product list, in the fast cart and the checkout page)

Additional Resources: Sales Folder After you finalized your product selection, select a template to use – choose between one, three or six products per page. Existing sales folders will displayed in the list You can open an existing sales folder clicking on the thumbnail or its name You can also add a cover page to your brochure and edit the information displayed via My data. You can also rename (via edit icon), send folder to an email, or remove existing sales folder The final step is to Generate Sales Folder, which will open your newly created brochure

Additional Resources: Sales Folder You can add products from an existing sales folder to your current selection via Add to current selection – this gives you the option to merge/bundle products from several sales folder into one. You can move products from your sales folder to your current basket. After pressing Export to basket, you will be redirected to the checkout page.

Additional resources: Downloads In the first tab, you can view and download content public to all B2B users. Access the Downloads area from the Resources top menu item In the second tab, you can view and download exclusively made available to your company. Download the material by pressing the symbol next to the file size, or the file name. Navigate the list of context by expanding & collapsing folders. Click on the folder name to view ist contents in the table

Additional resources: News & inspiration Keep up with the latest news and platform links from Electrolux from the Resources top menu item Your local content here On the News page, we keep you updated with the latest B2B platform improvements, latest product & campaign information. On the Links page, we have gathered for you all relevant Electrolux platforms