WELCOME Amerinet 201: Member Resources Overview
AGENDA Welcome & Introductions Search Updates Single line Advanced Filters, other Dashboard Reports Wish List & Forms Cart Q&A
SEARCH Single line Easy access from the home page Advanced More options NEW: Confidence Rating! Green – high confidence rating Yellow – lower confidence rating (near matches) Other Tips Amerinet Choice – will appear first Filter by Supplier
SAMPLE SEARCH
DASHBOARD
Contracts Info Contract Renewal New Contracts Recent Terms & Conditions Changes Forms Info Signed Forms Approved Signed Forms Pending Singed Forms with Sales Cart (waiting to be signed) Wish List
DASHBOARD Signed Forms Forms with Sales & Forms without Sales Takes you to Signed Forms Report Contracts with Recent Price Changes Price changes within 30 days (can modify from pop-up) Yearly Sales Can export to a spreadsheet Contracts with Upcoming Price Changes Price changes coming in next 6 months (can modify) Year-to-Date Sales by Product Group
WISH LIST Access from the top right hand corner Similar to Amazon’s Wish List functionality Sample search & let’s add something to our Wish List Items Contracts Save it for later Sign up!
WISH LIST
FORMS CART Access from the top right hand corner The Forms Cart allows your Amerinet sales rep to send you pre-populated forms to sign. You will be notified, via , that your rep has sent you a pre-populated form. (find it in the Forms Cart) From Forms Cart: Preview, Edit, Sign or Remove It’s easy to Sign from here: Sign Multiple forms at once or Select All
Q&A Contact us with questions or feedback! Thank you! Kelly Wisness, Sr. Director, Digital Strategy | Beth Schrecengost, Applications Trainer x7360 |