1. Parts.cat.com
Client training 2016

2. Features currently available on pcc
SIS – With 1.4m parts
FOL – Frequent Order Lists
Core Tracking
Part Lookup
Quick Order
Quoting
Setting Defaults
Related Parts
Order History
Promo Code
Resource Center

3. Additional features coming soon to pcc
Live Chat
Coming Q4 2016
Document Review
Coming Q3 2016

4. 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

5. SIGN IN AND REGISTER FOR PARTS.CAT.COM VIDEO #1

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

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

8. Equipment lists THREE PLACES YOU SHOULD SEE YOUR EQUIPMENT LIST
On initial login

9. Equipment lists
Parts Manual

10. Equipment lists
In SIS

11. Resource center

12. 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 Lookup
Tutorials Tab:
Check Out
Shopping Preferences
Using SIS to Find Parts
Find Parts by Category
Access Parts Manuals
Many more

13. quick order feature video #3

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

15. HOW TO ORDER NON CAT PARTS
Note: Non-cat parts can only be ordered through “Quick Order”

16. How to order non-cat parts Cont’d
= Non returnable part
“Contact Dealer” you can still push the order through.

17. Quick order cont’d
Customers on the Quick Order page who have added parts to the fields on the page and attempt to leave Quick Order, are warned, "You are about to navigate away from a page with a form that has not been submitted. By doing so, you will lose any information you've entered. Would you like to proceed?” with options to “Cancel" or "Proceed.” If “Cancel” is selected, you will stay on the Quick Order page and can "Add All Items to Cart" and all items are added to the shopping cart. If “Proceed” is selected, you will lose the parts entered into the Quick Order page; those parts are not added to the cart and do not remain in the form.
In addition to the warning message, the “Order” button on the Quick Order page says, “Add All to Cart,” and when that button is clicked, a window indicating progress that stops you from clicking elsewhere on the page pops up.

18. Quick order cont’d

19. Quick order cont’d

20. Sis access video #4

21. 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 .

22. 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.

23. How to Tell if you have a 32 Bit or 64 Bit Computer
Go to the “start menu”, right click on “computer”, select properties.
How to find out if you have a 32bit or 64 bit operating system

24. hOw to Check out on Parts.cat.com video #5

25. HOW TO CHECKOUT
Note: If items are not something we normally stock, you will be charged freight. If you can wait a few days, push the date out five days to avoid freight charges
After adding parts in a cart, you can proceed to check out through the shopping cart page. You will need to fill in the “requested delivery date”. You can select the “continue shopping” button or you can select the “export shopping cart” to a file and download. You can “remove all” of your parts from the cart or you can click “check out” and proceed to the shipping and billing page.

26. Check out process – credit card
If you’re paying with a credit card, you will be navigated to our credit card processing page. Enter in your information and select next.

27. Check out process – credit card cont’d
Enter your credit card information and selection “Next”

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

29. Order confirmation – via email
You’ll also receive an order confirmation via .

30. Setting Defaults (preferences)
Quick Checkout
To make the login and checkout process faster, you can customize your preferences in “My Account” under “Shopping Preferences”
Select your default billing and shipping addresses, payment and shipping method

31. Setting defaults and preferences in parts.cat.com video #6
If items are not something we normally stock, you will be charged a freight charge. If you can wait a few days, push the date out five days to avoid freight charges for non-stocked items.

32. Additional features recently added to Parts.cat.com
Quoting / Pending Quotes
Core Tracking
Frequent Order Lists
Browsing History
Order History
Customer Authority Manager
Reman/Classic/Alternate Parts

33. 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”.

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

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

36. 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”

37. Select “core tracking” from “My Account”

38. 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”

39. Frequent order lists
Select “Frequent Order Lists” from “My Account” You can create or upload a new list or select the current list to add to your order

40. Frequent order lists cont’d
You can edit your list or add to your current order. Selecting “Actions” allows you to remove the items.

41. Frequent order lists cont’d
You can create a new list or upload an existing list using .csv file format
Select Create List. Name your list and select save. Or you can upload a list from your computer. This must be in CSV format

42. 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

43. Browsing history
A “Recently Viewed” carousel is shown on the homepage. From there you can scroll through the carousel, or click “View All.” Browsing history can also be accessed, once you are logged in, from “My Account” page. After clicking “View All” a page is shown on which you can adjust the quantity of the parts and add to cart. The results on the page can be filtered by category or attributes associated with the recently viewed parts.

44. Browsing history cont’d

45. Browsing history cont’d

46. Browsing history

47. Order history
The Order History tab shows you the history of your orders placed in PartStore and on Parts.Cat.Com (online orders only). Order histories are shared among users within an organization as well, as long as the user is not an Instant Access client. When viewing order details, you can see the parts included in the order and “Add All to Cart.” The details shown include all of the information entered along with the order.

48. Order history cont’d

49. Reman/classic/alternate parts
The Quick Order page now functions like PartStore, in that if there are alternate, replacement, Reman or Classic parts associated with a part added in Quick Order, you are directed to an exception screen where parts can be added and removed. This functionality is for the desktop site only, and this is for only those who have associated themselves with a dealer. On the mobile site, these exception screens will not appear, though that functionality is scheduled for a later release in 2016.

50. Reman/classic/alternate parts cont’d

51. Reman/classic/alternate parts cont’d

52. Reman/classic/alternate parts cont’d

53. Reman/classic/alternate parts cont’d

54. QUESTIONS
Susie Frazier