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Windfall Web Throughout this slide show there will be hyperlinks (highlighted in blue). Follow the hyperlinks to navigate to the specified Topic or Figure.

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Presentation on theme: "Windfall Web Throughout this slide show there will be hyperlinks (highlighted in blue). Follow the hyperlinks to navigate to the specified Topic or Figure."— Presentation transcript:

1 Windfall Web Throughout this slide show there will be hyperlinks (highlighted in blue). Follow the hyperlinks to navigate to the specified Topic or Figure. Hyperlinks will only work when being viewed in a slide show.

2 Windfall Web Throughout this slide show there will be hyperlinks (highlighted in blue). Follow the hyperlinks to navigate to the specified Topic or Figure.  4 steps to setting up a customer on the web Step 1. Setting up Customer InformationSetting up Customer Information Step 2. Adding UsersAdding Users Step 3. Inventory ConfigurationInventory Configuration Step 4. Checking Web EnabledChecking Web Enabled  Add Logos to the webAdd Logos to the web  View Inventory View Inventory  Global Settings Global Settings  Master User Information Master User Information  Reports Reports  Work Orders Work Orders We have a demo site set up so you can show your customers how beneficial the Web is without showing them your active site with your customers information.  Use the User ID: Demo PW: Demo to log in.

3 1. Setting up Customer Information on the Web  Open Internet Explorer  In the address bar, type in the address of your Windfall website (http://example.windfallonline.com)  Type in your administrator user name and password. If you do not know your administrator information, you can  Click on “Add New Customer” (FIG 1)(FIG 1)  In the “Customer Name” box, enter the Customer’s name. (The customer’s name on your web site must match EXACTLY with that customer’s name in Windfall to allow the sync program to update that customer’s inventory on the web. We suggest going into windfall and copying the name, then pasting it into the “Customer Name” box.) (FIG 2)(FIG 2)  Do not put anything for Image yet (this is done after we click on “Submit Changes”).  If you have set up Agents in the “Agent Info” screen, you can select an Agent for this customer using the drop down menu.  Select any of the following boxes that apply: Zero Stock Status Customer (This will show any inventory that has a quantity of zero) Use Work Order Templates Require Delivery Date (This will require a Delivery Date when Work Orders are created) Leave work Order on Web after Sync for ___ months (This is asking how many months you would like to leave the Work Orders visible on the web even after they have been completed)  Click on “Submit Changes” when finished  To add an image for your customer click on the sentence “Click here to Upload Customer Logo” (FIG 3)(FIG 3)  Use the Browse button to add a logo to the website for this customer. Click on “Upload and return to customer information” when finished (FIG 4)(FIG 4)

4 2. Adding users to the web  Open Internet Explorer.  In the address bar, type in the address of your Windfall website. (http://example.windfallonline.com)  Type in your administrator user name and password. If you do not know your administrator information you can and request  Select the customer from the “Existing Customers” drop down menu (FIG 5)(FIG 5)  Click on the “Web Administration”  In the “UserID and Password” boxes, enter a user id and password (FIG 6)(FIG 6)  If you want this user to be able to request inventory from the web, put a checkmark in the box that says “allow user to create web work orders”.  Click on the “Submit” when finished  Once you have clicked on Submit the User will appear in the User list below  Click on the UserID  This will take you to the User Address Information (FIG 7)(FIG 7)  This is where you can set up any user information and what the user is allowed to do. For example, if the user is set up to create Work Orders you can set it up so you will receive an when they submit a Work Order.  When finished, click on “Submit Address Information.”

5 3. Inventory Configuration  Select the customer from the “Existing Customers” drop down menu (FIG 8)(FIG 8)  Click on the Inventory Configuration tab  Check the boxes of the UDFs that you would like to show on the web  In the text box enter the name of the UDF  When finished click on submit

6 4. Check Web Enabled  Open Windfall (FIG 9)(FIG 9)  Click on the customers icon  Select the customer that you are adding to the web  Click on the Information tab  Check the Web Enabled Box, and click on Save  Run the sync  Once the Web Enabled box is checked and the Sync has run, the customers inventory will upload to the web.

7 Adding Logos to the Web  Select a customer from the Existing Customers drop down (FIG 10)(FIG 10)  Under the Information tab click on the “Click here to Upload Customer Logo” link  Use the Browse button to locate an image (FIG 11)(FIG 11)  When finished Click on “Upload and Return to Customer Information”  This will take you back to the information screen where you will see your image in the image name text box (FIG 12)(FIG 12)

8 View Inventory  Select a customer from the Existing Customers drop down (FIG 13)(FIG 13)  Click on the Inventory tab  Select a customer from the Existing Customers drop down (FIG 14)(FIG 14)  Select a User from the Existing Users drop down  Click on Find Inventory when finished  Use the drop downs to filter through inventory (FIG 15)(FIG 15)  Click on Find Inventory when finished  The next window will have your Inventory listed  Next to some Inventory Pieces you will notice there is a D,I,C the D means detail, the I means Inventory Piece, and the C means Components  You can click on New Filter to change filters  You can click on Pick New Customer to view a different customers inventory

9 Global Settings  Click on Global Settings (FIG 16)(FIG 16)  Under Web Global Settings enter the name of your company (FIG 17)(FIG 17)  Click on Save Global Settings when finished  Click on the Customer Information tab to go back to the main screen  Go into a customers inventory and your companies name will now be at the top of the screen (FIG 18) (FIG 18)

10 Master User Information A Master User is a user that is set up for employees to view multiple customers without having to use the administrative id and password. This is not for your customers to use.  Click on Master User Information (FIG 19)(FIG 19)  Enter a User ID and a Password  Click on submit when finished  The User ID should show in the list below  Click on the User ID in the list  Check the box next to the customers that you want this User to view (FIG 20)(FIG 20)

11 Reporting  Select a customer from the Existing Customers drop down (FIG 21)(FIG 21)  Click on the Inventory tab  Select a User from the Existing Users drop down (FIG 22)(FIG 22)  Click Find Inventory  Click on Create a Report (FIG 23)(FIG 23)  Use the filters to filter through inventory (FIG 24)(FIG 24)  Click on Create Reports (FIG 25) to create your own report(FIG 25) Check the boxes next to the information that you want to show on the report (FIG 26)(FIG 26) Click on Load Report when finished The report will populate showing the information that was selected You can use the select action drop down to save as excel, or print  Or you can click where it says “or click here to select from a list of standard reports” (FIG 27) this is a list of reports that we have already built.(FIG 27) Use the drop down under create report and select a report that you would like to run for this customer Use the drop downs to make the report more specific (FIG 28)(FIG 28) Click on Create report when finished You can use the select action drop down to save as excel, or print (FIG 29)(FIG 29)

12 Work Orders  Select a customer from the Existing Customers drop down (FIG 30)(FIG 30)  To View Work Orders click on the Work Order tab This will take you to view Outbound Work Orders, Inbound Work Orders, and On Hold Work Orders (FIG 31)(FIG 31)  To Create a Work Order Click on the Inventory tab  Select a customer from the Existing Customers drop down (FIG 32)(FIG 32)  Select a User from the Existing Users drop down  Click on Find Inventory  Use the Filters to sort through Inventory (FIG 33)(FIG 33)  When finished click on Find Inventory  If the User you are logged in under is set up to Create Work Orders there will be a column that says QTY. In the QTY column type in the QTY of the Inventory piece that you want to add to the Work Order. (FIG 34)(FIG 34)  Once you have selected the inventory to add to the Work Order click on Add to Work Order  Fill in any needed Delivery Information and any needed Work Order Information (FIG 35)(FIG 35)  Below is a list of the Line Items that are on the Work Order. Here you can modify any Line Items  When finished click on Apply Changes, and Submit Work Order  Once you have Submitted the Work Order, anyone who is set up to receive an when you create a Work Order will receive an now.  The Work Order will not go into Windfall until the Sync runs.  After you Submit the Work Order, you can review it by clicking on the Review Work Order tab.

13 Click on Add New Customer First Back to Setting up Customers

14 Enter the Customer Name exactly how it is in Windfall Select an Agent from the drop down Select any that apply Click here when finished Back to Setting up Customers

15 Click here to Upload Customer Logo Back to Setting up Customers

16 Use the Browse button to locate an image Click here when finished Back to Setting up Customers

17 Check the Web Enabled box Back to Check Web Enabled

18 Select Customers name from the drop down Select Web Administration Back to Adding Users

19 Enter a User Id and Password Check box if you would like this user to be able to create Work Orders Click Submit when finished Once you have clicked Submit, the user will show in this list Back to Adding Users

20

21 Select a customer Click on Inventory Configuration Check the box of the UDF that you would like to show on the web, in the text box enter the name of the UDF Click on Submit when finished Back to Inventory Configuration

22 Select a customer from the Existing Customers drop down Click on the “Click here to Upload Customer Logo” link Back to Adding Logos

23 Use the Browse button to locate an image Click here when finished Back to Adding Logos

24

25 Click on the Inventory tab Select a customer from the Existing Customers drop down Back to Inventory

26 Select a customer from the Existing Customers drop down Select a User from the Existing Users drop down Click on the Find Inventory button when finished Back to Inventory

27 Use the drop downs to filter Inventory Click on Find Inventory when finished Back to Inventory

28 Your Inventory will be listed here Click here to change the filter Click here to Logout Click here to Pick Another Customer Back to Inventory

29 Click on Global Settings Back to Global

30 Insert the Name of your Company Click on Save Global Setting Changes when finished Click on Customer Info to get back to the main screen Back to Global

31 Your companies name here Back to Global

32 Click on Master Users Info Back to Master User

33 Enter User ID and Password Click Submit when finished The Master Users will show in this list Click on the User ID to set up what this user will be able to view Back to Master User

34 Check the box next to the Customers that you want this User to be able to view Back to Master User

35 Select a customer from the Existing Customers drop down Click on the Inventory tab Back to Reporting

36 Select a User from the Existing Users drop down Click on Find Inventory when finished Back to Reporting

37 Click on Create Reports Back to Reporting

38 Use the Filter drop downs to filter through inventory Click on Create Report when finished Click here to select from a list of Standard Reports Back to Reporting

39 Use the checkboxes to select what information you want to see on the report Click on Load Report when finished Use this drop down to select, save as Excel or to print Back to Reporting

40 Select a report from the drop down Back to Reporting

41 Use the drop downs to make the report more specific Click on Create Report when finished Back to Reporting

42 Use the dropdown to save as Excel or to print Back to Reporting

43 Select a customer from the Existing Customers drop down Click on the Inventory tab to Create Work Orders Click on the Work Orders tab to view Work Orders

44 Select a User from the Existing Users drop down Click on Find Inventory when finished

45 Click on Find Inventory Back to Work Orders

46 Enter the QTY that you would like to add to the Work Order Once you have selected the inventory to add to the Work Order click on “Add to Work Order” Back to Work Orders

47 Fill in Delivery and Work Order Information These are the Work Order Line Items Click here to Add More Items Click here to Save Changes Click here to Submit the Work Order Click here to Delete Work Order Back to Work Orders

48 Click here to Modify the Work Order Click here to Save as Excel, or to Print Click here to Review Work Orders Back to Work Orders

49 Select a customer from the Existing Customers drop down Click on the Work Orders tab Back to Work Orders

50 Click here to see all outbound Work Orders Click here to see all Inbound Work Orders Click here to see all Work Orders on hold This means that the Work Order has been Submitted This means that the Work Order has been Approved This means that the Work Order hasn’t gone into Windfall yet. This will change to a green check once the Sync runs This means that the Work Order has not been closed in Windfall yet. Once the Work Order is closed this will turn to a green check Click here to view Work Order Line Items Back to Work Orders

51 If you have any questions you can contact the support team at or you can us at You can visit us at


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