Presentation on theme: "Service Software Product Ordering System (SSPOS)"— Presentation transcript:
1 Service Software Product Ordering System (SSPOS)
2 How to Access the System How to create an order (the order process) Topics CoveredWhat the System isHow to Access the SystemHow to create an order (the order process)How to search for an orderHow to manage your subscription listReview subscription historyReview Dealer PositionReview and/or change the quantity in an orderDelete subscriptions
3 Service Software Product Ordering System The management ofSIS DVD, Cat ET disks, and Second-Level Dealer Packages is completed through theService Software Product Ordering SystemSSPOS
4 Accountability SSPOS enables the Dealer Admin the opportunity to: Simplify subscription managementAssume ordering capabilityPerform maintenance of dealer position codesEnable dealers to manage SIS DVD & Cat ET media from one centralized website
5 Accessing the SSPOS 2 Ways to Access: *Use the same log on credentials on both websites1) Direct Go through the SSPOS URL:https://oos.midlandcorp.com/sis2) Indirect go through a link in the MOOS website:https://oos.midlandcorp.com/cat
6 Logging Into the System Username & Password RequiredUsers must be registered in the Media Online Ordering System (MOOS) before access to the SSPOS system can be grantedIf NOT already registered, please submit a registration form through the MOOS website using the Registration link
7 Forgot Password?An auto-generated with your username and password will be sent
8 Indirect Going through MOOS 1) Log into https://oos.midlandcorp.com/cat2) Use the link on the homepage titled “Click HERE to Order”
9 Direct Logging into SSPOS 1) Log into https://oos.midlandcorp.com/sis
11 Order Process Select Disc Type and Media Add to Shopping Cart Verify Shipping Info / Cart ContentsSubmit Order (Check Out)Receive Confirmation (# and )Check Order StatusSelect Disc TypeAdd to Shopping CartVerify Shipping Info & ContentsSubmit Order (Check Out)Receive Confirmation #Check Order Status
12 Select Disc Type Select Disc Type Add to Shopping Cart Verify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
13 Select Media Add to cart – one line at a time Select Disc Type Add to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
14 Available edits: Quantity (more or less), Remove, Check Out Shopping CartAvailable edits: Quantity (more or less), Remove, Check OutSelect Disc TypeAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
15 Submit Order (Check Out) Verify Shipping Information Dealer Position (deliver to) must be created or selected to continueSelect Disc TypeAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
16 Shipping Information Complete – Edit – Continue Select SubscriptionsAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
17 Shipping Options United States UPS: Ground, Next Day Air, 2nd Day Air, 3 Day SelectGet Ship Charge after making carrier and shipping method choicesInternationalUPS: Worldwide Express, Worldwide Expedited, Worldwide SaverDHL: Worldwide Express, Worldwide Expedited, Worldwide SaverSelect SubscriptionsAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
18 Tax Terms & ConditionsPlease review the tax terms and conditions below and select the 'I accept' button. You must accept these terms and conditions before continuing with your order.
19 Order Summary Verify – Modify – Submit Please note:Be sure to make any changes at this point. Once an order is submitted, the order cannot be changed or cancelled.Select Disc TypeAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
20 Order Summary - continued Verify – Modify – Submit Please note:Be sure to make any changes at this point. Once an order is submitted, the order cannot be changed or cancelled.Enter additional addresses for someone else to receive a confirmation of the order.Select Disc TypeAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
21 Shipping Selection Examples InternationalUnited States
22 Order SummaryShipping costs for initial orders are the responsibility of the Dealer.Payment Method:Purchase Order, Visa or Mastercard
23 Credit Card Information The credit card will not be charged until the item actually ships.
24 PO Number InformationReference field used to track shipping costs. This number will be listed on your bi-monthly bill from Midland for shipping charges.The number can be anything, including Dealer internal Purchase Order information.
25 Third Party Account Setup It is the Dealer’s responsibility to make sure that this information is correct.If it is incorrect, the system will automatically charge you through Midland.ALL orders with a United States address must ship using UPS, even if you have an account with a different carrier.
26 Third Party Account Selection You must choose the YES button on the Shipping Options page.Then you may select the Account you have already set up on the site.
27 Order Confirmation Confirmation email follows on next page Select Disc TypeAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
29 Order Search & DetailsCaterpillar: Confidential Yellow
30 Order Search Select Disc Type Add to Shopping Cart Verify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
31 Order Search Results Selecting order number provides more detail Status Listings:PendingIn ProcessShippedSelecting order number provides more detailSelect Disc TypeAdd to Shopping CartVerify Shipping Info & ContentsSubmit OrderReceive Confirmation #Check Order Status
32 No Order Changes Allowed Order DetailsOrders are processed at the end of each business dayNo Order Changes Allowed
33 Order Details Updated with Shipping & Tracking Information
35 Create or Edit Dealer Position Dealer position – unique short-hand for a specific address/attention combinationCaterpillar: Confidential Yellow
36 Create Dealer Position – cont. Upon choosing your Dealer, a unique Dealer Position automatically populates. The Dealer Position cannot be manually changed or entered. This is a protected field – non editable.Caterpillar: Confidential Yellow
40 Requirements: A CWS ID and prior registration on the MOOS site User Management-SIS Administrators are automatically set up with access.-Users can add additional users who meet the requirements listed to the left.Requirements: A CWS ID and prior registration on the MOOS site
41 HELP PageHELP page contains links to PDF documents for step-by-step instructions on the functions available on the site.
42 Contact UsCategory selection determines recipient of the “Contact Us” information
43 Contact Us For Non-Serivce Software Media Questions, For SIS/Cat ET Product/Subscription Assistance,For Technical/Site Issues,
44 Action ….. Where to goAdd/allow another person to order discs/subscriptionsMy Account –> Manage UserChange quantity on subscriptionMy Account –> Manage SubscriptionCreate Unique, Deliver To Mailing AddressMy Account -> Dealer PositionDetermine which Software to orderService Software Product SearchObtain Help, Make CommentsContact UsRemove access to the site for a userMy Account –>Manage UserReview and modify order before submissionShopping CartReview status of orderOrder SearchSelect and Order software / discsStop a subscription – don’t renewView Current SubscriptionMy Account -> Manage Subscription
45 Terminology Active / Inactive Position Code Dealer Position Disc Type Active - on the subscription list, receiving updatesInactive - on the subscription list but not currently receiving updates (on pause)Dealer PositionShortened version of the entire ‘deliver to’ address that is tied to both orders & subscriptionsDisc TypeA type (topic) of disc the user is looking for (e.g. a CD or DVD containing different types of service software)Mail CodeNumeric code for Media Number – unique for distribution supplier used by CaterpillarMain DealerMain Store dealer code assigned by Caterpillar. Acts as a ‘parent’ for dealer branches, TEPS, AMDs, etc.Media NumberUsed by dealers to order media (e.g. JEBD3003)Order NumberAssigned by the system after order is placedPendingIn ProcessShippedPending – An order has been placed on the website, but the order has not yet been sent through to the Supplier for fulfillmentIn process – An order has been sent to the Supplier for fulfillment but has not yet been shippedShipped – An order has a tracking number and actual shipped dateSubscriptionMedia item that is periodically updated with new information and sent out at regular intervals throughout the year (similar concept to a magazine subscription).Subscription listList of all possible subscription items (media with periodic updates) and their associated Dealer Positions (address information) for a given dealerSoftware orderOriginal request for a media item. Disk is sent on-demand. If the media item is also a Subscription, then it will be placed automatically on the Subscription List. You must “remove” the subscription from the Subscription List if you do NOT wish to receive updates (decline renewal subscription).User Type(User) Branch – place order, check on orders, set up dealer position