Business To Business
Web Site
Velvac B2B User Manual
Logon. 4
Enter Orders 10
Order History. 22
Quotes 30
Promotions 33
Customer Part
#s 36
Product
Catalog. 39
Modify My
Account 42
Branch Users 45
Modify
Branches 49
*NOTE: Your Customer #, Username and Password will be
supplied to you. You will be required to change your Password when you log
on for the first time.
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Enter your customer number, user name and password and
click ‘Login’ or press enter.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Use the navigation buttons along the right side of the
screen to move to different pages in the site.
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If you have logged on as a corporate buyer, this is the
first screen you will see. This screen shows you any saved orders,
month-to-date totals and year-to-date totals.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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(Corporate)
Joe’s Truck Sales, 123 Some Address, Any City, XX
Joe’s Truck Sales, 456 Some Street,
Small
Town,
YY
Joe’s Truck Sales, 789 Some Avenue,
Big
City,
ZZ
Joe’s Truck Sales, 951 Some Road, Hicksville,
XX
Joe’s Truck Sales, 123 Some Address, Any City, XX
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Logging in as a corporate buyer permits you to see
information and place orders for your other locations. To access your other
corporate locations, use the drop down box and select a location from the
list provided.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Special featured items will also show in this part of
the screen.
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This screen provides you with location specific
information such as your Sales Rep contact info, Shipping
info, Freight Terms, and MTD and YTD sales for this location.
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If you have not logged in as a corporate buyer or you
are a corporate buyer and have selected a ship-to location, this is the
screen you will see.
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*Note: If logged on as a Corporate Buyer, a ship-to
location must first be selected.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Otherwise, you may select from the ‘Quotes’, ‘Promotions’
or ‘Customer Parts’ pages. Or, optionally, you may open a saved order to
continue.
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If you selected the ‘Enter Order’ navigation button,
this is the first screen you will see.
Here you have several options. If you know the Velvac part number
you wish to order, enter it here along with the quantity desired and then
click on ‘Add To Order’.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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*NOTE: If you enter a quantity that is not divisible by
the standard pack quantity, the quantity will be rounded up to the nearest
standard pack quantity and you will receive a message informing you of the
change.
Example: Requested quantity = 10, Standard pack = 8, New
order quantity = 16
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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You may change the quantity of an item ordered by keying
the new quantity in the ‘Quantity:’ field and clicking on the ‘Update
Order’ button.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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At this point, the screen will show the new quantity
requested and the new extended and order totals.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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When you have finished entering your order, you have 3
choices: ‘Complete Order’, ‘Cancel Order’ and ‘Save Order’. If you select
‘Save Order’, this is the screen to which you will be brought to. In the
field ‘Order Title’, enter a name for your order so that you may recall it
for completion as necessary. When you are satisfied with your title, click
‘Save This Order’. Otherwise, you may cancel the save action by merely
clicking the ‘Return to Order Entry’ button.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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You may also opt to cancel the order. To do this, simply
click the button labeled ‘Cancel Order’. A dialog box will be displayed for
you to verify the cancellation. Click ‘OK’ to cancel the order or click
‘Cancel’ to return to order entry.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Your final option related to the current order is to
place the order. To do this, click the ‘Complete Order’ button. If you are
subject to a minimum order charge and if your order total does not meet the
minimum, you will see this dialog box displayed alerting you to the fact
that, if you do not increase your order to meet the minimum, you will be
assessed the minimum order charge. Either click ‘Proceed
to Checkout’ to place your order or click ‘Return to Order Entry’ to modify
your order.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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This page allows you to finish placing your order.
Verify the items and quantities ordered and then enter a Purchase Order
number (*Required). You may also add an attention line if your
order needs to be routed to someone specific, a requested ship date, a
promo code if you have one and special instructions such as special
shipping requirements (i.e.: NDA, UPS Blue, …) in a free form text box. To
finalize the order, click ‘Place Order”. Otherwise, click ‘Return to Order
Entry’ to modify or cancel your order.
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Joe’s Truck Sales
PO
Box 555
Any City, XX 99999
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Joe’s Truck Sales
(99999)
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s Truck Sales
(99999)
123 Some Address
Any City, XX 99999
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Joe’s Truck Sales
PO
Box 555
Any City, XX 99999
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This screen will be displayed after you click the ‘Place
Order’ button. It shows you your order number and all relevant order
information.
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*Note: If logged on as a Corporate Buyer, a ship-to
location must first be selected.
Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s Truck Sales, 123 Some Address, Any City, XX
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This is the Order History Detail page. Here you can find
information regarding what items in what quantities were on any specific
order. In addition to viewing the order detail, you also have 2 other
options. By clicking on the part number, you will be taken to the Parts
History screen. If you select ‘Add to Order’, the selected item will be
placed on the current order being generated. If there is no current order,
a new order will be opened.
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Parts History
*Note: If logged on as a Corporate Buyer, a ship-to location
must first be selected.
Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s Truck Sales, 123 Some Address, Any City, XX
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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This is the Parts History screen. Here you can see an
entire list of parts ordered (along with your part number when applicable)
for the selected location over the past 6 months. For a detailed list of when
a specific item was purchased, click ‘Details’ at the end of the line and
you will be taken to the Parts History Detail page (See next page.).
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales (Last 6 Months):
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Joe’s Truck Sales, 123 Some Address, Any City, XX
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This screen will show you a list of all occasions that
the selected part was shipped to you over the past 6 months. To see more information
regarding the order on which a shipment was made, click on the P.O. number.
To place this item on the current order, click ‘Add to Order’.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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This is the screen which will show all Velvac items on
which you have a quoted price with Velvac. If you do not have parts quoted,
the text will say ‘You have no current price
quotes in the system.’
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Select ‘Promotions’
Or
Click the
‘Click Here for
Details’
link on the Featured Promotion
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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*NOTE: You do NOT need to go through this page to receive
promotional pricing. If you place an order for an item that is on promo,
that price will appear on your order screen automatically.
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This screen displays all the items on promotion. It shows
the part number, description, standard package size, unit promotional price
and the minimum order quantity. To order one of these items, either key the
part number into the order form or simply click the ‘Add to Order’ link.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Select ‘Customer Part #’s’
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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If your company uses its’ own part numbers when ordering
from Velvac, you can see the ones we have on file by clicking the “Customer
Part #’s” button on the navigation bar. This screen provides a cross
reference listing of your part #, Velvac’s part # and a part description
for your convenience. Please notify Velvac immediately of any errors or
additions to this list.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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When you select the ‘Product Catalog’, a new browser
window will be opened and you will be taken to Velvac’s On-Line catalog on
our corporate web site. Here you have the opportunity to peruse Velvac’s
catalog for our regularly stocked items with a few clicks of your mouse.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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This screen will allow you to change your user account
profile. Here you may change any or all of the parameters you see above
with the exception of your customer number. One point to remember, any
changes here will also require you to verify/change your password. To keep
your current password, simply re-type it in the ‘Verify Password’ text box.
If you wish to change your password, type the new password in the
‘Password’ text box and then re-type it in the ‘Verify Password’ text box.
When you are satisfied with your changes, click ‘Update My Account’. If you
wish to start over, Click ‘Reset’ to return to the previously saved profile
settings. To abandon your changes, click ‘Cancel’.
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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*NOTE: Maintaining the Branch Users list is the
responsibility of your Site Administrator.
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This is where you will add additional users, maintain current
users or delete current users. To maintain or delete a current user, click
the button in front of the profile to be affected and then select ‘Edit
User’ or ‘Delete User’. To add a new user, click the ‘Add User’ button.
Clicking ‘Add User’ or ‘Edit User’ will take you to the screen shown on the
next page.
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BOBO John
Deere
jdeere@joestrucks.com
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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This is where you will define (in ‘Add’ mode) or modify
(in ‘Edit’ mode) user profiles. You MUST supply at least a username
and password for the user. Passwords MUST be verified by re-entering
the new password in the ‘Verify Password’ field. Once you are satisfied
with the entries, click ‘Save Changes’. To discard any changes made, click
the ‘Cancel’ button. In ‘Edit’ mode, this will leave the user profile as it
was. In add mode, Clicking ‘Cancel’ will discard the user profile entirely.
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*Note: This Menu option is only available if you are
logged on as the Corporate Account.
Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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Joe’s
Truck Sales
123 Some Address
Any City, XX 99999
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75395 Some Address
Any City, XX 99999
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456 Some Address
Any City, XX 99999
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789 Some Address
Any City, XX 99999
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5555 Some Address
Any City, XX 99999
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3333 Some Address
Any City, XX 99999
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123 Some Address
Any City, XX 99999
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Modifying branch permissions is the way to designate the
users of a branch as corporate or branch only buyers. To
designate a branch as a corporate buyer, select the ‘Yes’ button next to
the appropriate branch location. To revoke corporate buyer
authority, select ‘No’. If a branch’s authority is modified, the new
authority will take effect the next time someone from the specified branch
logs on. When you are finished making your changes, click ‘Save Changes’ at
the bottom of the screen.
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123 Some Address
Any City, XX 99999
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123 Some Address
Any City, XX 99999
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123 Some Address
Any City, XX 99999
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