PARTS.CAT.COM CLIENT TRAINING 2016

SIS – With 1.4m parts FOL – Frequent Order Lists Core Tracking Part Lookup Quick Order Quoting Setting Defaults Need by date Related Parts Order History Promo Code Planned Maintenance Kits FEATURES CURRENTLY AVAILABLE ON PCC

Live Chat Customer Authority Manager Classic/Reman Option Availability ADDITIONAL FEATURES COMING SOON TO PCC

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 1.4M parts have their own page now BENEFITS OF USING PARTS.CAT.COM

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

There are several ways to find parts on Parts.Cat.Com Site Search Shop by Category Part Lookup Service Information System (SIS) SEARCHING AND FINDING PARTS ON PARTS.CAT.COM

SEARCHING AND FINDING PARTS ON PARTS.CAT.COM VIDEO #2

QUICK ORDER FEATURE VIDEO #3

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

HOW TO ORDER NON-CAT PARTS CONT’D = Non returnable parts “Contact Dealer” you can still push the order through. = Non returnable parts “Contact Dealer” you can still push the order through.

QUICK ORDER PAGE Enter in the quantity and part number and select “order”

QUICK ORDER CONT’D You make see a screen that looks like this. All this means is there is another source of supply. You’ll typically want to select “Caterpillar” and not Cat Global Mining. Select Next

QUICK ORDER CONT’D If you know your part number enter it here and select order. This will then transfer you to the shopping cart page where you’ll see the price and availability. Or you can choose a.CSV file and select upload. Instructions for creating a.CSV file are on your thumb drive.

SIS ACCESS VIDEO #4

SIS ACCESS CONT’D To access SIS, select “Parts Manuals”

SIS ACCESS CONT’D Select “Visit SIS”

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 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

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.

HOW TO FIND OUT IF YOU HAVE A 32BIT OR 64 BIT OPERATING SYSTEM 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 CHECK OUT ON PARTS.CAT.COM VIDEO #5

CHECK OUT PROCESS DETAIL 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, 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. 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

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.

CHECK OUT PROCESS – CREDIT CARD CONT’D Enter your credit card information and selection “Next”

CHECK OUT PROCESS – ORDER CONFIRMATION You’ll receive an order confirmation

ORDER CONFIRMATION – VIA You’ll also receive an order confirmation via .

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.

Quoting / Pending Quotes Core Tracking Frequent Order Lists ADDITIONAL FEATURES RECENTLY ADDED TO PARTS.CAT.COM

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 an order.

CREATING QUOTE CONT’D Official quote is created and good for 30 days.

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

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”

CORE TRACKING Select “core tracking” from “My Account”

CORE TRACKING CONT’D Select your account, the store location, and enter a date range. Once complete select “Search Results” Note: You can select “All Store Locations”

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

FREQUENT ORDER LISTS CONT’D You can edit your list or add to your current order. Selection “Actions” allows you to remove the items.

FREQUENT ORDER LISTS CONT’D You create a new list or upload an existing list using.csv file format

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

QUESTIONS Susie Frazier