PROMOTION ORDERING DIFM Promotions February 29, 2008.

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Presentation transcript:

PROMOTION ORDERING DIFM Promotions February 29, 2008

Sales1 st Unleashing our Potential 2 ACCESSING THE PROMOTION SITE Access the promotion site through The Service Center website. This site can be accessed through Sales net, ACB, and ShellSource) –Pennzoil and Quaker State Marketing Materials Link Pennzoil & QS Promos –Appearance & Performance Chemicals Marketing Materials Link Black Magic, Fix-A-Flat, Gumout, Rain-X, Slick 50 & V-Power Promos –Transport Marketing Materials Link Transport & Long Life Promos –FormulaShell / Shell General Marketing Materials Link FormulaShell Promos Click the promotions link from the left hand menu –A new browser screen will open

Sales1 st Unleashing our Potential 3 HOME PAGE OPTIONS Left Hand Menu –Place an order with partner ID – slides 4-10 –Update Partner Id Lists – slides Update or add to Partner Id List –Download Partner Id Lists – slide 23 Download current Partner Id List –Order Inquiry – slide Find orders / shipping status –Contact Us – slide 26 Send an to Customer Service with questions or concerns

Sales1 st Unleashing our Potential 4 HOW TO ORDER – HOME PAGE Select Brand Choose order with Partner Id –Installer kits available with Partner Id only Choose the Channel

Sales1 st Unleashing our Potential 5 PLACING AN ORDER - EXAMPLE Select Brand Choose to order with Partner Id –Enter Partner Id number with leading zeros Choose a channel - Installer Click the Submit button For this example, we will assume we are ordering Pennzoil kits

Sales1 st Unleashing our Potential 6 ORDER OPTIONS Use the radio buttons select locations to receive promo materials –Quantity can be adjust as needed Select Special labeling if applicable –There is a $1 fee per kit for special labels Click Submit Selections button to continue

Sales1 st Unleashing our Potential 7 ORDER VERIFICATION PAGE Kits ordered will appear with a radio button –You can deselect a location by clicking on the radio button and clicking the Modify Selections button Verbiage for special labels is entered on this screen if applicable address for confirmation –One will be sent with information for all orders placed Click Process Selections button to continue

Sales1 st Unleashing our Potential 8 PAYING WITH A COST CENTER Once you hit process selections, the order will be submitted for processing and an order number will appear by each ship to location (for locations receiving kits) This order number should be used for order inquiries

Sales1 st Unleashing our Potential 9 PAYING WITH A CREDIT CARD Enter the qty of kits and additional items Confirm the ship to location –You can add a contact phone number for the ship to location Click the continue button to proceed

Sales1 st Unleashing our Potential 10 PAYING WITH A CREDIT CARD Promotion Quantities –Confirm / change quantities Customer Information –Confirm ship to location Credit Card information Enter credit card information –Enter address Click submit to continue

Sales1 st Unleashing our Potential 11 ORDER CONFIRMATION PAGE A confirmation page will appear with the details of the order(s) placed –This is information is also sent if an address was entered (highly recommended)

Sales1 st Unleashing our Potential 12 UPDATING THE PARTNER ID LIST Select Update Partner Id Lists from the left hand menu

Sales1 st Unleashing our Potential 13 UPDATE PARTNER ID LIST – ADD SHIP TOS Select the radio button next to Add ship to locations –2 options will appear at the bottom of the screen Add ship to location –Add one location at a time Add ship to location(s) by uploading a spreadsheet –Add 1 or more locations by uploading a spreadsheet

Sales1 st Unleashing our Potential 14 UPDATE PARTNER ID LIST – ADD SINGLE SHIP TO Select the radio button next to Add ship to locations –Select the radio button next to Add ship to location(s) –Click the Continue button

Sales1 st Unleashing our Potential 15 ADDING A SINGLE SHIP TO CONT Update the detail screen for ship to location to be added Click the submit button

Sales1 st Unleashing our Potential 16 UPDATE PARTNER ID – SPREADSHEET UPLOAD Select the radio button next to Add ship to locations –Select the radio button next to Add ship to location(s) by uploading a spreadsheet –Click the Continue button

Sales1 st Unleashing our Potential 17 UPDATE PARTNER ID – SPREADSHEET UPLOAD CONT Click the browse button to select the file to be uploaded –Excel file is accepted format (see template) Update the detail section with required information Click the Submit button

Sales1 st Unleashing our Potential 18 UPDATE PARTNER ID – REPLACE SHIP TOS Select the radio button next to Replace ship to locations –Click the Continue button

Sales1 st Unleashing our Potential 19 UPDATE PARTNER ID – REPLACE SHIP TOS VIA UPLOAD DETAIL Click the browse button to select the file to be uploaded –Excel file is accepted format Update the detail section with required information Click the Submit button

Sales1 st Unleashing our Potential 20 UPDATE PARTNER ID – MOVE A SINGLE SHIP TO Select the radio button next to Move single ship to locations to your Partner Id –Click the Continue button

Sales1 st Unleashing our Potential 21 UPDATE PARTNER ID – MOVE A SINGLE SHIP TO DETAIL Update the detail screen for ship to location to be added Click the submit button

Sales1 st Unleashing our Potential 22 UPDATE PARTNER ID – MOVE ALL SHIP TO LOCATIONS Select the radio button next to Move all ship to locations to your Partner Id –Click the Continue button

Sales1 st Unleashing our Potential 23 UPDATE PARTNER ID – MOVE ALL SHIP TO LOCATIONS DETAIL Update the detail screen for ship to location to be added Click the submit button

Sales1 st Unleashing our Potential 24 DOWNLOAD PARTNER ID LIST Select Download Partner Id Lists from the left hand menu Select the brand and enter a Partner ID –A current list of Ship to locations will download in Excel format

Sales1 st Unleashing our Potential 25 PROMOTION ORDER INQUIRY Select Order Inquiry from the left hand menu Enter information to search Click Search button

Sales1 st Unleashing our Potential 26 PROMOTION ORDER INQUIRY DETAIL Order information based on search criteria will display

Sales1 st Unleashing our Potential 27 CONTACT US Select Contact Us from the left hand menu Enter your message to send an Or, contact TSC at