HVAC MOBILESALES USER MANUAL
Contents
1. 11 eee liess liess iieeen seen nennen nnn nnn nna anna n nnns 12 EO NG o m 12 Special Functions Requesting a Part Using the Camera Function ee eeeee sees 13 Special Functions Branch Locations Calling or Driving Directions seeesss 14 Rev 06 30 2014 HVAC Distributors HVAC MobileSales User Manual Definitions Web Order Entry Web Order Entry is the computer based secure system to manage all aspects of the product ordering process from job planning to ordering to reconciling invoices Web Order Entry allows you to e See your customer specific pricing and real time inventory levels for in stock items e Bookmark your frequently ordered or frequently matched products to save time during the order process e Reconcile jobs and invoices without having to wait on the phone to speak to someone All invoices for orders placed with HVAC Distributors are available through Web Order Entry HVAC MobileSales HVAC MobileSales is the mobile app for Apple or Android smart phones that provides the Web Order Entry capabilities listed above To use HVAC MobileSales you must be registered for Web Order Entry through HVAC Distributors HVAC MobileSales does not include SuperUser features available through Web Order Entry To access SuperUser features you must2. esee Verizon LTE 3 03 PM 4 10096 ES Key ICON Action e Reorder Pad wA Press to return to the home page JB Press to access sort options for the reorder oad most popular description etc Bn l Reorder Pag Account Branches Photos Videos 2 All items ordered by your company over the last 365 calendar days are listed 3 Within your reorder page if a You want to quickly add one of an item to your order press the Shopping Cart icon next to the product x This will add one 1 of the item to your order b You want to add more than one of an item to your order i Tapthe item to go to the Product Detail screen li At the bottom of the Product Detail screen adjust the order quantity from 1 to your desired order quantity ii Press the orange Add to Cart button to add the item to your Shopping Cart 4 Repeat Step 3 to add other items to your order if necessary 5 Useone of the other Creating an Order procedures if applicable to add additional products to your order 6 Follow the procedure for Placing An Order NOTE Available inventory is shown for our Central Distribution Center Mt Joy and your local branch Available Mt Joy inventory ordered by 5 PM EST will ship next day Branch inventory is available for next day pick up To view the location of inventory tap the Availability section of the page HVAC Distributors HVAC MobileSales User Manual Editing an Orde
3. Last 365 Calendar Days HVAC Distributors HVAC MobileSales User Manual Creating a New Order Using Search 1 Use one of the following methods to search for the products to add to your order sesso Verizon LTE 1 03 PM 10096 E 2 HVAC Your AU dormant Masearmeani Tet r 22 c LLILIGL eed Press the Shop Icon li On the next page click category that you wish to search ii On the next page click the subcategory that you wish to search shop Search for products p My Cart View your shopping cart E Quick Pad Quickly add ite Product Search TIS TO VOLIT C Continue to Step 2 Type the name of the item that you are looking for in the text box ie GSX16 You may also use general search terms 16 SEER or Goodman Click the SEARCH button near your keypad If your search is broad ie Amana you will be requested to narrow your search Repeat A and B with a narrower search term Continue to Step 2 Product i Click the barcode button next to the ocan Product Search field This will activate the smart phone camera Focus the camera on the barcode of the product that you want to order Take a picture of the barcode HVAC MobileSales will use the barcode information to open the product page for the associated product so you can continue with the order process Continue to Step 2 t My Groups ep Ma VL Vianadge your product groups Reorder Pad Reorder frequently purchased it
4. be logged into Web Order Entry through your computer HVAC Distributors HVAC MobileSales User Manual Logging In HVAC MobileSales ns 1 Click the HVAC MobileSales icon on your smart phone ra 2 Complete the login screen fields as follows Username Password Log in Don t have an account yet Sign up P B e Shop Cart QuickPad Groups Key Description Action h amp O A Username Enter your username This is provided to you by HVAC Distributors when you enroll in WOE Home Password Enter your Password This is provided to you by HVAC Distributors when you enroll in WOE Once A amp B are completed press to log in to the app Forgot Tab Press to receive a temporary password if you forgot your login credentials 3 Once you have entered the required information click the LOG IN button C above to log in to the site HVAC Distributors HVAC MobileSales User Manual Creating an Order Orders can be created a variety of ways through Web Order Entry The following section details common ways to create orders Orders can be created using each of these methods independently or together ie you can start your order by selecting products from a product group then add additional items using Search The following order methods are detailed in this section Creating a New Order Using Search Creating a New Order Using an Existing Product Group Creating a New Order from a Prior Order
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6. can also use the search bar circled to search for a particular group eeeec Verizon LTE 2 54 PM 10096 mu 2 Product Groups Test Group D 2 items 3 Tapthe name of the group that you want to open 4 Within your product group page if a You want to quickly add one of an item to your order press the Shopping Cart icon next to the product x This will add one 1 of the item to your order b You want to add more than one of an item to your order i Tapthe item to go to the Product Detail screen li At the bottom of the Product Detail screen adjust the order quantity from 1 to your desired order quantity ii Press the orange Add to Cart button to add the item to your Shopping Cart 5 Repeat Steps 1 4 to add products from other existing product groups to your order or use one of the other Creating an Order procedures if applicable to add additional products to your order 6 Follow the procedure for Placing An Order NOTE Available inventory is shown for our Central Distribution Center Mt Joy and your local branch Available Mt Joy inventory ordered by 5 PM EST will ship next day Branch inventory is available for next day pick up To view the location of inventory tap the Availability section of the page HVAC Distributors HVAC MobileSales User Manual Creating a New Order from a Prior Order Last 365 Calendar Days 1 Swipe your finger across the bottom P menu to get to the Reorder Pad circled
7. product specific match ups to ensure that all necessary components are added to an order any saved list that will help your company order products more efficiently for your needs or those of your company RECOMMENDED PRODUCT GROUPS Preventative Maintenance Service Parts 8096 Gas Furnace Install 9096 Gas Furnace Install Oil Furnace Install Hydronics Accessories Outdoor Units Ductless The following methods for creating product groups are detailed in this section Creating Product Groups Using Search Creating Product Groups from an Open Order or Bid 10 HVAC Distributors HVAC MobileSales User Manual Creating Product Groups Using Search 1 Use one of the following methods to search for the products to add to your product group eee00 Verizon LTE 1 03 PM Ry HVAC e i Press the Shop Icon re ep T li On the next page click category that you wish to search iii On the next page click the subcategory that you wish to search Shop iv Continue to Step 2 Search for products Product i Type the name of the item that you are Search looking for in the text box ie GSX16 You may also use general search terms 16 SEER or Goodman Quick Pad ii Click the SEARCH button near your Quickly add items to your cart keypad ii If your search is broad ie Amana you will be requested to narrow your search Repeat A and B with a narrower search Reorder Pad term MATRE RUTAN P aba iv Continue to Step 2
8. My Account C Product i Click the barcode button next to the Manage your account Scan Product Search field This will activate the smart phone camera ee li Focus the camera on the barcode of the aiias a id product that you want to order E amp iii Take a picture of the barcode Home Shop QuickPad Groups iv HVAC MobileSales will use the barcode information to open the product page for the associated product so you can continue with the order process Continue to Step 2 2 Press the name of the products that you want to add to your product group 3 Type the quantity of the product that you want to add to your product group in the Quantity text box a NOTE 1 The order quantity each box case skid etc for a particular product is noted below its Quantity text box 4 4 Press the icon to add the selected items to your product group My Cart Jew your shopping cart My Groups WE SS LP 7 je gus k a ahi ig Vlanadge yt product groups At the bottom of the screen a scroll menu will appear with selections of your current product groups or Create New Product Group Select Create New Product Group and click the ADD link Type the name of the Product Group in the prompt screen and click Create To add additional products to your Product Group follow the procedure for Adding Products to an Existing Product Group po on 11 HVAC Distributors HVAC MobileSales User Manual Creating Product Groups from an
9. Open Order or Bid 1 Click the Cart icon to get to the My Cart screen L 2 From the top navigation menu of the My Cart screen select icon 3 Atthe bottom of the screen a scroll menu will appear with selections of your current product groups or Create New Product Group Select Create New Product Group and click the ADD link Type the name of the Product Group in the prompt screen and click Create To add additional products to your Product Group follow the procedure for Adding Products to an Existing Product Group oe Le Adding Products to an Existing Product Group 1 Select products to add to a Product Group using the following steps of the Creating a Product Group procedures a Creating Product Groups Using Search Steps 1 4 b Creating Product Groups from an Open Order or Bid Steps 1 3 2 Select the name of the Existing Product Group that you want to add products to then click the ADD link Logging Off 1 Press Logout at the bottom of the home screen eeec Verizon LTE 1 03 PM n3 HVAC Shop j My Cart Quick Pad h Groups PAON Pad My Account 12 HVAC Distributors HVAC MobileSales User Manual Special Functions Requesting a Part Using the Camera Function If you would like to request a product that is non stock you can submit an inquiry using the PHOTOS function of HVAC MobileSales 1 Swipe your finger across the bottom tray menu to get to Photos circled eeeee Verizo
10. a3 HVAC Partners For Success HVAC MOBILESALES USER MANUAL Table of Contents DENR INS sira e E E om sinus E e E r 2 WEDO dr EE m T E E E 2 AVAG MODIISS AES smeer E vee eo mer e E EEA E E E S E E ESE 2 Logging In HVAC MobileSaleS nannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn nnne 3 CES QUINN anm ON CU diiin EE Tm tem 4 Creating a New Order Using S arch cccccccccseececceeeeceeceeeeeeceeeeeeeceeeeeeeseeeeeeeseeeeeesseaeeeesseeeeeessasaeeeeeseeeeesaaeeeees 5 Creating a New Order from an Existing Product Group ccccccccccceececeeeeeeeeeeeeeeeeceeseeeeseeeeesaeesseeeeseaeeeeeaaeees 5 Creating a New Order from a Prior Order Last 365 Calendar Days ccccccsecceeceeeeeeeeeeeeeeeeeeseeeeeseeeeesaaeeees 6 GIVING Alt Odo Pee 8 Placing an Ord r OF Creating a BIO idiom icit ois dee soc oH atone Le cre edes su dude n UUE ni QU iuo sd ux AN UO Le d TUN PIE O ONE 8 PIAGING a Re S GON PEE EE EO mcd 9 Creating Product GroUpS emt 10 Creating Product Groups Using SedaIGli ec si eosesco rtr etat ueris nasini a a EE EEA EEEE E EE EE E 11 Creating Product Groups from an Open Order or Bid ccccceeeccceaseeceeeeeeeceeeeeeeceeeeeeseeeeeeeeeesseaeeeeseeeeeessaeeeees 12 Adding Products to an Existing Product Group
11. ect a different address associated with your account c Shipping information amp Instructions Tap the to the right side of this heading to complete edit the fields as follows i Customer PO Type in a Purchase Order to associate with the order Leave the field blank for a bid HVAC Distributors HVAC MobileSales User Manual i Release Number Optional If your company uses a Release Number type it in the Release Number field ii Required Date Date that you would like your order to be available 1 In stock orders Mt Joy inventory placed before 5 PM EST are available for next day delivery 2 n stock orders local inventory placed before 5 PM EST are available for next day pick up To pick up next day you must note in the Shipping Instructions that you will pick up at the branch 3 Please note a Bids with PO numbers are considered orders and will be shipped for the required date noted in this field unless otherwise stated in Shipping Instructions b If you change the required date from the default please confirm the date in the Shipping Instructions iv Order Status Choose from Call When Complete to indicate an order or Bid to indicate a Bid e NOTE Order Status Bid with a completed PO number will be treated by HVAC Distributors as an order v Ship Via Choose shipping method from available shipping options 5 f necessary tap the INSTRUCTIONS link at the top of the screen to access Shi
12. ems SX My Account Manage your duoc 3 Home QuickPad Groups 2 IF a You want to quickly add one of an item to your order press the Shopping Cart icon next to the product E This will add one 1 of the item to your order b You want to add more than one of an item to your order i Tapthe item to go to the Product Detail screen li At the bottom of the Product Detail screen adjust the order quantity from 1 to your desired order quantity ii Press the orange Add to Cart button to add the item to your Shopping Cart 3 Repeat Steps 1 and 2 for each additional product that you want to add to your order using Search or use one of the other Creating an Order procedures if applicable to add additional products to your order 4 Follow the procedure for Placing An Order NOTE Available inventory is shown for our Central Distribution Center Mt Joy and your local branch Available Mt Joy inventory ordered by 5 PM EST will ship next day Branch inventory is available for next day pick up To view the location of inventory tap the Availability section of the page HVAC Distributors HVAC MobileSales User Manual Creating a New Order from an Existing Product Group 1 Click the GROUPS icon in the tray menu eeeeo Verizon LTE 1 03 PM n3 HVAC Shop X My Cart Quick Pad Ny Groups Reorder Pad y Account Logout 2 Onthe Product Group page select the Product Group that you want to order from You
13. n LTE 1 04 PM 100 EN a Photos Eg 2 c um t ReorderPad Account Branches g Videos 2 Press the Photos icon to get to the Photos page 3 From the Photos page press the icon at the top of the page 4 This will activate the smart phone camera Take a picture of the item that you would like to request for order The picture should be legible enough that HVAC Distributors staff can tell what it is 5 If a You are satisfied with the photo press the Use Photo link at the bottom of the photo screen and continue to Step 6 b You want to re take the photo press the Retake link at the bottom of the photo screen Repeat Steps 4 and 5 6 Tap the white NOTES section to add information such as a request quantity etc 7 Tapthe envelope icon at the top of the screen to send the photo to HVAC Distributors 13 HVAC Distributors HVAC MobileSales User Manual Special Functions Branch Locations Calling or Driving Directions 1 Swipe your finger across the bottom tray menu to get to Branches circled eeeee Verizon LTE 1 04 PM 100 EP a Photos Eg m ReorderPad Account Branches Photos Videos 2 Press the Branches icon to display HVAC Distributors branch information address phone number 3 Press the name of the branch that you would like further information about You can a Call the branch b Get the branch address c Get directions to from the branch requires GPS to be enabled on your phone d Get
14. pping Instructions Add shipping instructions if a You have a job site address where the order needs to be shipped Use Shipping Instructions to provide the job site address and identifying landmarks site contact person and site contact person s phone number b You are going to pick up at the branch Note in the Shipping Instructions Will Pick Up c You are using a PO number or job name for your reference with an Order Status of Bid and would like an order to remain a Bid Note in the Shipping Instructions Bid Only d You have a specific required date other than next day Note in the Shipping Instructions Need on Reg Date or specify the date needed Please adjust Required Date to the date needed this additional step confirms that you meant to change the date e You have instructions for HVAC Distributors regarding the shipment Otherwise continue to Step 7 6 Press the BACK link to return to the main checkout screen 2 7 Submit your order by pressing the H icon at the top of the screen Placing a Re Order 1 Use the Creating a New Order from a Prior Order Last 365 Calendar Days to create a new order from a prior order 2 Follow the procedure for Placing an Order to complete your re order HVAC Distributors HVAC MobileSales User Manual Creating Product Groups Product Groups are a shortcut within Web Order Entry to create saved lists You can create product groups of frequently ordered products or
15. r To update quantities 1 From the cart tap the item to adjust 2 Adjust the quantity at the bottom of the next screen 3 Press the orange Update Cart button to save the adjustment To remove items 1 From the cart press the EDIT button at the top of the screen 2 Press the minus button to the et of the item to remove 3 Press the red DELETE button to the right of the item to remove to confirm the deletion To add items 1 Follow any of the procedures for Creating an Order to add additional items to your cart Placing an Order or Creating a Bid 1 2 The checkout screen provides a final opportunity to review your order prior to submitting it If you need to edit an order you can edit the order from the checkout screen following the Editing an Order procedures 3 Press the Checkout link circled at the top of the screen to go to the Review Order screen Other screen options are noted below eeeeo Verizon LTE 3 16 PM 10096 5 4 Edit amp amp My Cart a ICON Action Key Edit Press to edit your order zi m Press to discard your entire order C Press to add cart items to a new or existing product group 4 Review the order as follows a Section 1 Subtotal tax and shipping costs b Shipping Address Where the order will be shipped i Tap the gt to the right side of the address to change it AND li Tap the Change link at the top of the following screen to sel
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