user guide portal
Contents
1. table of contents Now to get started what is the net10 portal registering for your account logging in the homepage my account my account opening a credit account my account user administration my account creating a new user my account changing my password how to create a quote quotation wizard process list of parts process how to order net10 products placing an order viewing existing orders cancelling an order how to return net10 products creating a new return viewing existing returns FAOs freguently asked guestions more support getting in touch Net MO orta user guide welcome to the net10 portal net HO porta PARTS LIST Quotations 2 A LIE TUTTIET name Orders Returns My account Contact us now to get started log in what S the netlO portal Firstly log in at www net10portal com using your email address and password and select your language Can t remember your password Simply follow the on screen instructions to reset You can call our net10 helpline on 44 0 1273 810649 if you need any further assistance For international phone numbers please see the more support section of this guide The net10 portal is your communication portal into Paxton and your one stop shop for all things net10 This document will help you get started and show you how you can navigate and manage your net10 portal You can also submit case studies2. ila Tooke muTpr sci 010 135 Address 2 You can view your total completed guotes by clicking on the guotes tab or you can narrow your search to a date range using the calender icon Click on each guotation line individually to view the list of parts within each guote Create your unigue customer order reference for your records This can be a mixture of letters and numbers up to 250 characters and could be your customer s existing order number or one that you create to help you identify and track your orders DELIVERY DATE If placed now your delivery is estimated to arrive on 21 November 2014 Customer Order Reference St Paul s School 123 view existing orders From the orders tab you can view your list of placed orders by date as well as view and track your confirmed orders Use the calendar to view existing orders within a selected time frame PLACE ORDER N et tal Before you click place order please ensure you have read and agreed to our global logistics partners terms and conditions You can click on the link to view these at this stage CST Ean ETA PCT OD Fa PERE AE c o You can see the status of your orders by hovering over the hourglass icon in the right of your orders overview table as Car Er mas Degn SUCCES v Place N N shown in the image below S Click the icon to bring up a summary of each order Orders can only be cancelled when in the pending status as indicated by the hourglass icon O
3. ra ng he re Quotations 60412 60711 ane ats Corte BOOT frie ars BYTH Gomi Bormi 60609 S d 0087 GOP 6060 PRODUCT RETURNS 05 Hasvprber 2014 Gece Range Sep 24 Mo DNA 24 Keereriber 2014 Zi Movember 2014 JU Bicester JOL JO K ks 2014 19 Hri 2014 19 Revere 1094 19 Moser 2014 NA apr 2011 i November Hild 12 Hyreme 2014 11 Horari 2014 00 Picea 2014 Ch bar 2034 GS Boerner 014 Erperte Upened pered Tapered rakete Enpecied Compie Pending Pirpana KJ HEE PARTNER Liene freres Adrian Bennett fordanna Topky rdsana Tasta aasian Barratt Kest n Biret Adrian Barrett Arian annet Adrian errer kiin Barrin Arian Barrett Airin lennen Adrian Lerner Adrian lerra kdir Biram deviant Beet frequently asked questions how long will it take to receive my net10 products once ordered If you place your order by 7om GMT you will receive your products the next working day When you place an order after 7pm you can expect your products within two working days is there a maximum amount of times can request a change to my credit terms There is no limit on how many times you can request credit changes when call the support number how much will be charged and who will speak to You will be charged at your standard call rate and be put through to Paxton s net10 technical support team is there a maximum amount of users ca
4. selecting your company image you must ensure that the image file size is no larger than 5MB You can use the portal to create quotes when specifying for your customers as a printable PDF document or CSV file The add quotation statement button allows you to add your trading name or mission statement that will then appear at the bottom of all quotes you create for example Abacus Ltd Powering Your Home You can also use this to add your quote validity period or state your general terms and conditions netile porta KA Mil eum eee LOS Wj Home PARTNER DETAILS u ia k Quatations ay ee Orders use this button pra to display My sccoune kota your company image Returns Cmt 126 Lite Kinggel Direm Soames MeslO partner use this button to create a standard ADD QUOTATION STATEMENT quotation statement this statement will appear on all quotations This is where your company s terms and conditions can be added my account open a credit account You will need to open your credit account before you begin placing orders Fill in the required fields including finance contact name company registration number credit card only account and the amount of credit you are requesting You will receive an email confirming when your credit account has been approved You can now start ordering your net10 products Once opened this area displays the total credit available to you You can request a change to your payment terms
5. show your customers Alternatively you have the capability to create a CSV file and an step Pod 10 export the information into your own format aen Masto sanoa JE dP dh AE dk Ab Esi butia Benmi netaan high seounny Fai CATS cabio amoral 80 Brasi glaas 0000000 PoE eoa see ZU Dec mirare Pad oper Tk gr PE ah dB dh PRINT QUOTATION Eek butter high Hiere f BA Inchide pricing U Creare sample system PDF button use this button s Full kr makakovrm to add a guotation comment CSV button Export your quote into PDF format or a CSV file using the relevant buttons you can then send this to your customers Hetl desktop reader You can also print your quotations with a variety of specific details for example full breakdown or single figure NettOkeyfobs Pae 2 including or excluding VAT Pot S port switch 2 PRINT QUOTATION 1 Inthude pricing E Create sample system did you know la U Single igure AF Irelude VAT uotaton comment Pn ra vre You are now looking at the print guotation section of the parts list screen You have the option to select your preferred price breakdown either a full breakdown single figure with or without VAT You can add a personal message to your guote for your customer to see using the add guotation comment button Simply click OK when you are finished how to order net10 products 00 net Horta a i p
6. and credit limit by clicking on the request to change credit button You will receive a response within 24 hours CREDIT ACCOUNT Total credit melsble E 10 000 00 use this button sad 14450 to reguest a Lredit payment termes 45 days End of month change to your payment terms REQUEST CHANGE TO CREDIT A CSV file is an easily downloaded spreadsheet file where you can edit and manage quotes my account user administration User administration allows you to set up your users and what they can access within the net10 portal Create permissions for your portal users by clicking on the edit users button at the bottom of the my account screen This is where you can create and delete users and edit account permissions use this button to access USER ADMINISTRATION A LISFRS the user administration screen You can view your current portal users in the table on screen USER ADMINISTRATION use this button to create a new user adrianbenremppartoen touk Garerh H in paren re uk CHARGE MY PASSWORD my account create a new user The create new button is where you create a new user You can apply their appropriate permissions in the tick boxes on the right of the screen For example if a user can create guotations but not edit users or orders see example below CHANGE MT PASSWORD NEW USER PERMISSIONS set permissions for users here my account change my password Simply enter your detai
7. e of the site for example the number of p PP P buildings and its requirements by selecting in each box how many units you require At this stage you can also name your buildings HIRS Ruling 1 Description ruzafation fee Building 3 wf F Door 1 F Doas 2 Seit Po tl lid ADD CUSTOM WINE F E m Brent glass mu Rat bumen D pens COPY CON PIGURA TO oj omanaan coe Add a custom line is where you can add extra information into your guote For example installation fee maintenance fee or even a discount level Add the appliances relating to the structure of each building An appliance is a physical product controlled by net10 You can copy the configuration for each area by selecting the copy configuration button You also have the ability to individually name appliances such as doors Guotation neti how to create a quote list of parts a PE The alternative to using the quotation wizard is to simply select the list of parts You will be able to create your order Paxton using the list of products including sales code Brighton BNI SHU Phone 01273 811035 Email lizzie simner ijpaxton co uk Web www paxton co uk PARTS GMD Customer heme Tam Smiri tis a 010 757 Wet 10 corren housing oboe kerit door oorneemot TA Kast cardi Peck of 16 d d hore Oh deskrop rrid LE ti Karit osmerolle DE mal mount You now have a professional quote to
8. here and manage your net10 account Find out how to register as a partner edit users place orders and much more Plus learn where to go for more Support should you need it enter your login details here register for your account Go to www net1Oportal com and you will see the screen shown below First of all select your language You need to fill out your details on the registration form to register your company on the portal and set yourself up as an administrator At this stage you need to enter your email address this will be the address we use to contact you as well as your login name and therefore must be valid Create a password making a note of it for your records Once you have registered you can then log in to the portal the homepage net HG cota Catch up with net10 news view recent quote activity and orders you have placed in an easy to view graph net Me porta KIISTA your company name and j icture click here p to register navigation panel welcome to the met porta Stan port l into Panton and your omt Stop net10 webnews PARTNER REGISTRATION Errai quotation Toral quoces and order N guotation Phone activity oral orders graphs Language eed Kirgosm REGISTER my account This area displays your company credentials and allows you to upload a company image The upload logo button allows you to upload your company logo which will appear on all your quotes as standard When
9. l receive your items the next working day POISTON more support get in touch Go to the contact us tab in the net10 portal to get in touch with Paxton s net10 technical support team available five days a week Monday to Friday 8 30 18 00 You can submit your comments via our feedback form You can also contact our net10 technical support team on email net10su pporteapaxton access com call UK 44 0 1273 810649 training book your free training by contacting us on training paxton co uk We look forward to hearing from you WPaxton Paxton House Home Farm Road Brighton East Sussex BN1 9HU
10. lace an order Poli H pom mah 4 N neare Once you have clicked convert to order you will come to the orders tab within the navigation panel These steps will Pr v quoTATION take you through to confirming and completing your order u ldi prior DI aute zerie y t hal Preni ear U make Piae click here Sima to save and click here convert to to save as a Ta order quote net Mior PLACE ORDER At this stage you can save your order to return at a later date You can also save and convert to order to begin S a a Teri npipaga Figh peosriny ail open 67 processing your order with Paxton straightaway ive Nati Esan r t server E 1 7102 CATS ale Gm a io U lil pearke nalde Ther Faso Poe Epit avin 250 E E HUAJ CATS cake mamma 130e j 13550 Ted husli ri E 110 Bett csrolla i EMO SE Ley ACRE va Tima Z OL TAT O OT did you know Here you can enter your delivery address or the site address and select your desired delivery date net Mora CLA MONS ee Ito Mti S OLLI ADORIS STIMATIO Of LIVTAT A T J 1 Sayer 7514 pine BA Use pirrer ddreii H placed nowy your deliey bz aired yp atha on 20 Mareerriber 303A J Thre 771A 104400 U Hir 2014 1354 i mace 1 150 00 J mokan 74 Campan Mame Vamor Customer Order Redarenoe H Oost HM Da a db 2312 E 1540 SAddrect 1 Te 14 54 00 m 00 a a H inske
11. lace coder for neplacermnert produce LEIMAN NITE MON Elsam relta e Fadclo ed NeT reader Herbi connote 2 dears Poll pon mih T N Herbi zentrodie IDC m Sour MetTO deskuop reader Zel bisiket cater glock Ca bumon high penny l udocch fagh Et Ner DO door conres Simply enter the quantity select the product you are returning from the drop down list and enter the reason for return Click add and this will populate your return DATI ee Sl a CETE cabir dat a 100 J Tett neda kor reais HHN Lutt r i tturtd riri Enter your customer reference number and any optional notes you would like included for example order placed by mistake If you want to replace all of the products you are returning tick place order for replacement products Should you wish to replace individual items these will need to be processed separately Now click arrange collection add instructions for delivery Fill in your collection details including date and time slot and confirming collection address Your return will begin processing straightaway At this stage you can add any special instructions for collection Product netum serosal scheduled Click on submit return to complete the process and you will see your confirmation message view existing returns You can view a list of your previous returns Use the calendar icon to view existing returns within a selected time frame net Mion change the date Home
12. ls into the required fields to change your password CHANGE PASSWORD how to create a quote quotation wizard STRUCTURE SYSTEM J ne Go to the quotations screen within the navigation panel and click create new The following message will appear KERN Would you like to use the guotation wizard or simply order from a list of parts QUOTATION WIZARD LIST OF PARTS The quotation wizard allows you to create professional quotations by building your quote step by step Alternatively Create the framework for your system net10 server tokens and accessories At this point you select the core elements you can create a quote via the list of parts where you can select the products you require from a complete list required for your system as well as the option to purchase installation accessories and cabling Below is a visual of the quotation wizard process 9 i SYSTEM QUOTATION STAUCTURE A QUOTATION Customer Name Tom Smith SALES CODE DESCRIPTION RETAIL PRICE BUY PRICE Netid so mtredler E 454 55 o A ore Darriers abn Bulking om sors Maglosk E 121 50 Door contact i E 108 00 Met 10 corer 2 E 1710000 Electric release high 45 00 Electric reloa t Fail x Z 25 22 50 Maglock high security 3 135 00 i E 249750 ADD BUILBIMA ADO CUSTOM LINE Your chosen list of parts will then appear in the parts list screen Enter your customer s name at the top of the screen Add the structur
13. n have on my user administration There is no limit on the amount of users you can have on your system what do do if lose internet connection halfway through a quote or order Unfortunately your quote will not be saved if you lose connection for a substantial amount of time and you will need to restart the process can place an order via phone or any other method You can only order via the net10 portal will get charged if cancel an order No there is no charge for cancelling an order However it is worth remembering that you may only cancel orders whilst they are in the pending stage All orders have next working day delivery when ordered before 7pm You can simply return unwanted orders at no charge via the returns process is there a limit on returns in a specified time period There is no cap on the amount of returns within any time frame All Paxton products are covered under the 5 year guarantee Other manufacturers products are covered under their individual warranties how long will delivery of my replacement items take You will receive a notification with a specific delivery date provided you place your return by 7pm you will receive your replacement items the next working day when check place order for replacement products how long will it be before hear from you You will receive an email notification once products have been despatched If you order your replacement products by 7pm you wil
14. nce your order is displayed as despatched it cannot be cancelled Once you have clicked place order you will receive a confirmation message stating that the order has been e f d CUSTOMERKAME CUSTOMER REF KETI a CREATED BY Perdiry hover here for successfully created panee otv wou order cancel an order While orders are pending you may cancel them Click the cancel order button and your order will be cancelled with immediate effect If you wish to re order at a later date you can find your cancelled orders saved in the quotations tab in the navigation panel Debary d te 75 Nevenvher 7014 SALES CODE DESCRIPTION BL PRICE now to return net10 products create a new return Click returns in the navigation panel This is where you can log your returns for replacement parts or products Click create new return net Hero rtal EJ KET pI PARTNER Ikos Of J CREATE A NEW RETURN SECT POCA 10 Mum Pipacs palecr a predu Plesne select armapon 2 400 SALES CLIN D AIS TA BLAS FOR HE MUHI Place cre fer repineen parents Cure Pen releer udt rn r r tutr Potei ARERANGI COLLICTION OUTI You will now see the new return screen where you create your return order net Morti KI HET Pali HER CREATE A NEW RETURN Poll ijertor ZEN Pinas palat s preduc Hethi server Recto conois Miert hobs Fath of PD Mer cards Pack of 10 Merl reader cable 100m shea Den J P
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