Steps in the screenshots correspond to the numbers in the headings.
1. Log into buy.advancedtech.com
2. Your dashboard will appear.
3. The number of Company accounts that you are assigned to displays.
4. A list of those companies displayed with the option to LOG IN as one of those companies.
5. Select Log In for the company you want to enter a Repair Order for.
6. You will see 'selected' where the LOG IN button was previously.
7. The name of the company will be in the upper left of the screen and you can proceed as that Company.
8. Search and Select for the product you need to repair.
9. Enter a thorough problem description.
10. Press the Add to cart button.
11. From here, you can continue to shop, view or edit your cart, or checkout.
12. Click proceed to checkout.
As a buyer, if you are switching sites it is VERY IMPORTANT that after switching sites that you make sure the cart is EMPTY. If it’s not empty please clear it or anything your new site will not need.
- The order information page will load. Details are on the left. The Order summary is on the right. If you need to Edit the Cart in any way, you can click on the hyperlink in the Order Summary Panel. In our example, we will assume the order is good to go as is.
- Please note you can also add a Coupon or Gift Certificate from the Order Summary Panel.
13. The customer will default to you, the FMS Buyer. This is correct. Once the order is placed, it will show under the Customer information.
14. Make sure the default shipping information for the customer that is populated is correct.
15. If you wish to enter a different shipping address, you can do so by clicking on the "Enter a new address" hyperlink.
16. Select Ship on Company Account if this is what you want to choose. Most of our customers who are in the dashboard will be setup that way.
17. In the Other Comments box enter the UPS shipping account information.
If this order requires special shipping (ie - Next Day Air, 2 Day Air, etc) you would enter that info in here also.
18. Click Continue to Billing.
19. The billing address will default in and cannot be changed.
The billing address is the key component for the integration. It should never be changed.
20. Select Continue to Payment.
You will see "Payment is Not Required for this Order" as there is no price yet associated to it yet.
21. Enter the PO Number/Reference Number.
22. You must agree to the Terms and Conditions by clicking the check box.
23. As a final step, click Place Order.
24. A confirmation message comes up with the order number.
25. To continue shopping or to return to the home to logout you can click on the continue shopping button or the ATS Logo.
What happens next:
- The buyer will get the repair quote and agrees to the repair cost.
- If the original order was paid by PO, there will be no need to have a cart created..
-
An email will be sent out asking the buyer to confirm the price.
- If, however, the buyer paid by CC or PayPal, s/he will get an email with a new cart hyperlink. The Buyer then completes the check out.
- This will cancel the zero dollar order, create a new order and all info from the zero dollar order will be transferred to the new order.
The instructions below show you what happens if you have paid by CC or PayPal.
26. You will then log back in and notice that the cart now shows a notification that there is something in there.
27. The repair order in now populated in a new cart with the cost and tax associated to it.
28. Select Check Out.
From here you will do just like you did above.
29. Select Ship On Company Account.
30. Enter the UPS account number or any info on shipping.
31. Select Continue To Payment.
32. Now select Purchase Order for the Payment.
33. Enter the PO number in the space below the button.
It is VERY important that the SAME PO number is entered here that was entered in the original cart when it was $0.00. If a different number is entered this order will not process properly.
34. Finally fill the check box for Term and Conditions.
35. Select Place Order.
36. A confirmation screen will appear with the new Order Number.
0 Comments
Add your comment