User manual – Commercial client panel
Contents
1. User manual Commercial client panel June 2015 www dmslogistics co uk 1 Page Table of Contents Table OF COnNtents 22 a tte basses sanieed baii 1 General Information alicia 3 Account features Right hand side list ss 4 MY ACCOUNT 4 ECA A E eer 4 PSI it a sey 4 Manage CUStOME S or a Aa 5 Edit AC COUN nesan a N 5 DEP a ON aos 7 AGGING a NEW 8 OC HIS TONNES AS D tiens te eee ete EU Eee PRO ie ec eae 8 individ alorder shipping information tii diia 9 di a S 9 R Ordenne DrodUCES zipin a a aa 9 CH CRO S dos 10 REUNIS Rene Rte Sn en en en ed E nie 11 Adame a new TEEN US sn 12 Viewing returns already ON the SYSTEM oreert r E E 13 TASACIONES cuites 14 NENE e E R 15 DE ONG cheeses A 15 Account features SQUAreS a ios 15 Cr at an O ai 15 A A ef 16 SENOR isc 16 Manace CUSLOMEL SS s 17 A USE RES A O A A A 17 Warehouse Managemen Ca c 18 A aaea NO 18 2 Page List of figures POUR tn toad nn id OR A date MR die ct cs cr 3 EURO Laia 4 A DR A date ne Da ec de ne ODA dise di ed 5 PA name a ann dde nee nie ares esi eterna ti a 5 POU EEE 6 ABUSO tdi ostia ts 7 A AR nee ed nantes tatin eme atteste Dole eo e state A 7 EPS AAA AA AA AS 7 FIST ON 7 Figure Tri dad tacos 8 POULO EE IPOD RO PO o A O O IN 8 FIRULE A e A EC PEO RO nn A O 9 FOUN Se Dia a a ei 9 FOUR ER A A a A ae td 10 A A ed an eo dat ie taie trac 11 FIBRE Lina 12 CAD LE Ta dad id a 13 FEUrE LO iaa 14 A A O aleasciunstsan ose alee Savanna2. Status Awaiting Products Status Awaiting Products Showing 1 to 3 of 3 1 Pages Figure 16 When one of our clients clicks the create a return option they will be directed to the product return area of our panel Whereby they can enter the details of the product that is being returned the reason for the return the number of items that are being returned and whether or not the consignment has been opened In addition our clients can also add any further details regarding the consignment that is being returned e g details of any faults An example of the products returns page is available below 13 Page Home Account Product Returns My Account Product Returns Edit Account Please complete the form below to request a return Password a Manage Customers Order Information Order History First Name Consignment Number Returns DMS Transactions Last Name Shipping Date Newsletter LOGISTIC Logout E Mail getintouch dmslogistics co uk Telephone 0800 8966978 Product Information amp Reason for Return Product Name Quantity 1 Reason for Return Product is opened Enter the code in the box below Dead On Arrival Yes No Faulty please supply details roe a8do9 Faulty or other details es Order Error Other please supply details Figure 17 Once all information has been input into the product returns page which is illustrated above it is essential for the cont
3. oust ealaaeus sg eae aualdevantiareaatealiereneon meee 14 A ZOO RS de tore asne a a A tn tnt Et 15 FSU AT celtes ct td ee te di dites dt A CR 16 FOUTE ta AAA A aa eee tanga 17 ASA D CN US 17 3 Page General Information The commercial shipping panel allows clients to manage their account from any location simply by logging in with the email address and password that was used when opening an account with us it becomes easily accessible to all of our commercial clients as soon as an account has been opened with us The panel has varying functions all of which are explained in detail within this manual These functions vary from creating orders and editing account information to more bespoke functions such as warehouse management and stock control The overall aim of the panel is to enable the customer to manage all aspects of their commercial account in a simple and straightforward way However should the client still need to contact a member of our team the shipping panel has an option for the customer to do so When the client logs into their account each time they will reach the Commercial Shipping Panel home page which can be seen below A My Account x CD www dmslogistics co uk index php route account account r COMMERCIAL SHIPPING PANEL My Account Edit Account Password Manage Customers Order History CREATE AN ORDER CHANGE AN ORDER MANAGE MY ACCOUNT Returns Transactions Newsletter Logout SUPPO
4. 30 00 Inc VAT First Item small medium items such as bicycles 42 00 Inc VAT cabinets chairs and prams DMS Lightweight DMS 6 00 Inc VAT avi Main item s Large items such as beds sofas 18 00 Inc VAT wardrobes carpets canoes 4M DMS Main item s small medium items such as bicycles 18 00 Inc VAT cabinets chairs and prams DMS Figure 20 16 Page Once the client is happy with the contents of the van they can click continue which will then take them to the commercial shipping checkout area of the panel which is discussed on pages 10 11 of this manual Change an order Any changes in existing orders can be completed online just simply complete the form that can be found in this area of the panel illustrated below and one of our customer service team will make the necessary alterations to your order and then contact you to either inform you that the alteration has been made to request more information about the alteration or to inform you that no alterations can be made to the order as it is now in transit Home Account Change an Order CHANGE AN ORDER My Account Edit Account First Name DMS Password Manage Customers Telephone Number 0800 8966978 Order History Returns E Mail Address getintouch dmslogistics co uk Transactions Newsletter Consignment Number Logout Enquiry CONTINUE Figure 21 Manage my account Contact details This area of the panel enables our commercia
5. Address ete Manage Customers First Name Order History Last Name Retu rns Company Transactions Address 1 Newsletter Address 2 Logout City Recipient Email Recipient Phone Post Code Country United Kingdom Y Region State Please Select Y Default Address Yes No Figure 10 The customer can then add the new entry and click on continue to save the new entry to the system When the client has done so they will be presented with the following message Your address has been successfully inserted Figure 11 Once this message is presented to the customer the system has added the new address entry to the customers address book and the customer can use edit or delete their new customer s details immediately Order history This area of the panel allows the customer to view all of their previous transactions The customer will be able to view consignment numbers the number of products within each particular transaction the name of the addressee the total cost of each order and the status of each individual order An example of which is illustrated below 9 Page Home Account Order History ORDER HISTORY My Account Edit Account Consignment No 80100191 Status Pending Collection Scheduling Password Date Added 19 06 2015 Customer DMS LOGISTICS 49 Manage Customers Products 1 Total 0 00 Order History Returns A E 7 Transactions Consignment No 80100190 Status Pending C
6. Password ame Manage Customers Telephone Number Order History Returns E Mail Address Transactions Newsletter Consignment Number Logout Message Figure 23 However if our clients need to contact us as a matter of urgency then it is advised that they call a member of our team on 0800 772 3623 18 Page Warehouse management This area of the panel will be individually personalised to each commercial customer and the stock that they hold Stock control As above this area of the panel will be individually personalised to meet each commercial customers individual requirements ADDITIONAL INFORMATION We hope that you are able to easily and conveniently manage your account online however should you need to contact us there is the option to do so online please see page 17 for more details or if you prefer then please call a member of our team on 0800 772 3623
7. RT FROM US WAREHOUSE MANAGEMENT STOCK CONTROL 14 46 16 06 2015 a ia al D Figure 1 4 Page The home page of the panel can be returned to at all times by clicking on the my account option which is the first available option on the list of options that is situated at the right hand side of the screen In addition clients can always view their current account balance by referring to the top left hand corner of the panel whereby they can also see how many items are currently in their cart Clients can also view the contents of their cart at all times by clicking on the icon that is situated at the top left hand corner of the panel Account features Right hand side list Please be aware that in order for the panel to save the change of any account details action it is essential that the continue tab is used following any alterations to the account Please be aware that any change in account details will not be registered by our system if the continue tab is not utilised after the client has edited their account My account The my account area of the panel always returns the client to the home page as stated above Edit account The edit account area of the panel allows the customer to edit delete or add their contact details Details such as the forename and surname of the business or the business account holder can be edited in addition to the e mail address the telephone number of t
8. ails Step 4 Comments Step 6 Confirm Order Figure 15 The customer can then choose to use an address that they have used previously or they can enter a new collection address If a new address is to be entered into the system then the customer will be redirected to an empty address entry field as illustrated in figure 10 The appropriate collection and delivery address must then be selected a brief description of the items to be transported can be added into the comments box as can any other relevant comments When all the relevant fields have been completed the order can then be confirmed by agreeing to our terms and conditions and then utilising the continue option Returns This area of the panel enables our customers to manage their returned consignments The client has the ability to add new returns to the system and view returns that are already on the system An example can be seen below 12 Page Home Account Product Returns PRODUCT RETURNS CREATE A RETURN Return ID 3 Date Added 23 06 2015 Customer DMS LOGISTIC Consignment Number 80100190 Return ID 2 Date Added 23 06 2015 Customer DMS LOGISTIC Consignment Number 80100191 Return ID 1 Date Added 23 06 2015 Customer DMS LOGISTIC Consignment Number 80100200 Adding a new return My Account Edit Account Password Manage Customers Order History Status Awaiting Products Returns Transactions Newsletter Logout
9. e of how this area of the panel will appear to our clients when they first enter the manage customers area of the panel Home Account Address Book ADDRESS BOOK ee Edit Account Address Book Entries E Manage Customers Dispatch Department Order H istory DMS Logistics Trident Industrial Estate Returns Warrington Road Risley Transactions Warrington WA3 6AX Newsletter Greater Manchester United Kingdom Logout example example co uk Mark Smith Smith s Law London Road London NW1 1AD i EDIT Surrey United Kingdom hi hi com 777777779 Figure 4 Edit account Our clients can then individually edit any of their existing address book entries by utilising the edit option which can be found next to the delete option on the right hand side of the screen as illustrated above When a client utilises this option they will open that particular address book entry which can then be edited An illustration is provided below 6 Page Home Account Address Book Edit Address My Account ADDRESS BOOK y Edit Account Password Edit Address Manage Customers First Name Dispatch Order H istory Last Name Department Returns Company DMS Logistics Transactions Address 1 Industrial Estate Newsletter Address 2 DMS Road Risley Logout City Warrington Recipient Email example example co uk Recipient Phone Post Code WA3 6AX Country United Kingdom v Region State Greater Manch
10. ester v Default Address Yes No Figure 5 Once the above screen can be seen by the client they are then able to edit their existing customers name address e mail address and contact telephone number In addition our clients can also determine whether or not the address is their customer s default delivery address As previously explained when any information has been edited it is essential that the continue tab is then pressed in order for the changes to be saved to the system Please be aware that all options marked with an asterisk are mandatory and must not be left blank If a client presses continue without entering information into all mandatory boxes an error message will appear of which an example can be seen below 7 Page Home Account Address Book Edit Address My Account ADDRESS BOOK y Edit Account Password Edit Address Manage Customers Last Name Department Returns Company DMS Logistics Transactions Address 1 Trident Industrial Estate Newsletter Address 2 Warrington Road Risley Logout City Warrington Recipient Email example example co uk Recipient Phone error_recipient_phone Post Code WA3 6AX Country United Kingdom v Region State Greater Manchester v Default Address Yes No Figure 6 If a customer receives an error message like the one illustrated above this can be easily rectified by entering the required information into the relevant f
11. he account holder Please note that all options are mandatory except for the fax details Below is an example of how the edit account area of the panel will appear to our clients Home Account Edit Information My Account MY ACCOUNT INFORMATION Edit Account Your Personal Details ds Manage Customers First Name DMS Order History Last Name LOGISTIC Retu rns E Mail getintouch dmslogistics c Transactions Telephone 0800 8966978 Newsletter Fax Logout Figure 2 Password This area of the panel enables clients to change their password if necessary Please see below for an example of how this area of the panel will appear to customers 5 Page Home Account Change Password CHANGE PASSWORD My Account Edit Account Your Password Password Manage Customers rn Order History Password Confirm Re turns Transactions Newsletter BACK Logout Figure 3 If users of this panel wish to change their password then the new password should be entered into both the password and password confirm boxes which can be seen above The continue button should then be utilised in order for the system to recognise the password change Manage customers Within this area of the client panel it is possible for our customer s to manage their customer s addresses and contact details Each of your customer s details can be added deleted and edited within this area of the panel Below is an exampl
12. ield then clicking on the continue tab Once the customer has done so providing no more fields have been left blank they will be presented with the following message Your address has been successfully updated Figure 7 This message informs the client that the change in their customer s delivery contact details has been successfully altered on the system Delete account It is also possible to delete address book entries simply by pressing the delete option which is situated next to the edit option on the right hand side of the screen When an address entry has been deleted the client will be presented with the following message Your address has been successfully deleted Figure 8 However it is not possible for a customer to delete their default address entry If a client attempts to delete the address entry that is saved as their default address an error message will appear on screen of which an example can be seen below Warning You can not delete your default address Figure 9 8 Page Adding a new address Customers can also easily add new address entries to their address book by scrolling to the bottom of their address book page whereby they will find a field entitled new address Once this option has been accessed the customer will be presented with an empty address entry field which is illustrated below Home Account Address Book Edit Address ADDRESS BOOK My Account Edit Account Edit
13. inue option to be utilised in order for our system to process the return Viewing returns already on the system Clients can also view further information about each individual return by utilising the icon which is situated on the initial products return page under the status of the return which is illustrated in figure 16 When this icon is utilised our clients have access to details regarding each individual consignment and the reason why they are being have been returned An example of which can be seen below 14 Page Home Account Product Returns Create a Return e My Account Return Details Edit Account Return Details Password Return ID 2 Consignment Number 80100191 Manage Customers Date Added 23 06 2015 Shipping Date 30 11 0001 Order History Returns Product Information amp Reason for Return Transactions Product Name Quantity Newsletter tesga 1 Logout Reason Opened Action Order Error No Figure 18 As illustrated above the date the item was processed for return the consignment number and the shipping date are all visible under return details Also visible is the product name the quantity the reason for return whether the consignment has been opened and any further actions that relate to the return Transactions Within this area of the commercial client panel our customers can view their current balance and their previous transactions An illustration is provided below Home Account Y
14. l clients to change their contact details details such as name address e mail contact telephone number and fax details Search orders This area of the panel enables our customers to view details of their order history of which an example is provided below 17 Page Home Account Order History ORDER HISTORY Sen Edit Account Consignment No 80100191 Status Pending Collection Scheduling Password Date Added 19 06 2015 Customer DMS LOGISTICS 49 Manage Customers Products 1 Total 0 00 Order History Returns Transactions Consignment No 80100190 Status Pending Collection Scheduling Newsletter 19 06 2015 S LOGISTIC Date Added 19 06 2015 Customer DMS LOGISTICS 4 9 Logout Products 1 Total 0 00 Showing 1 to 2 of 2 1 Pages Figure 22 Please see pages 8 and 9 for in depth information on the order history function of this panel Manage customers This area of the panel allows our clients to view edit add and delete their address book entries Please refer to pages 5 8 for an in depth explanation of the functions of this area of the panel Support from us We hope that you are able to manage your commercial account online however if you need to contact us for any reason then this area of the panel enables our clients to do so Clients can contact us online by completing the form that is illustrated below Home Account Support from us SUPPORT FROM US My Account Edit Account as
15. nally if the customer has a discount coupon they can enter the discount code in this area of the panel The client can also view the sub total of their order the total amount of UK VAT payable the overall amount that is to be deducted from their shipping credit once the order is completed and the overall total This information is situated in the bottom right hand corner of the screen just above the checkout option The customer can then proceed to checkout when they are happy with the contents of their cart Checkout When the customer proceeds to checkout they are redirected to the Commercial Shipping checkout area of the panel whereby they can select the addresses that the consignments are to be collected from and delivered too add a brief description of the items that are being shipped with us and finally confirm the order An example can be seen below 11 Page Shopping Cart Checkout Commercial Shipping Step 1 Checkout Options Step 2 Collection Details want to use an existing address Leeanne Furniture Lodge Mill Accrington Cheshire United Kingdom A Leeanne test test test test Cheshire United Kingdom leeanne testing leeanne testing leeanne testing leeanne testing Cheshire United Kingdom LAST TEST LAST TEST LAST TEST LAST TEST Cheshire United Kingdom LAST TEST DELIVERY ADDRESS 433TREE WORLD MARZIPAN Greater Manchester United Kingdom want to use a new address Step 3 Delivery Det
16. ollection Scheduling Newsletter Date Added 19 06 2015 Customer DMS LOGISTICS 4 9 Logout Products 1 Total 0 00 Showing 1 to 2 of 2 1 Pages Figure 12 Individual order shipping information The customer also has the option to view the individual shipping information for each order which includes both the collection and the delivery address The customer can do so by clicking on the icon which is situated under the status of the order towards the right hand side of the screen The customer will then be presented with the consignment number of that particular order in addition to the shipping details Please see below for an example SHIPPING INFORMATION Collection Address Delivery Address Dispatch Department Dispatch Department DMS Logistics DMS Logistics Trident Industrial Estate Trident Industrial Estate Warrington Road Risley Warrington Road Risley Warrington WA3 6AX Warrington WA3 6AX Greater Manchester Greater Manchester United Kingdom United Kingdom example example co uk ADDITIONAL INFORMATION PRINT LABEL Figure 13 Printing Labels As the image above illustrates the customer can print labels for each individual consignment by accessing the print label option which is situated at the bottom right hand corner of the screen When the customer clicks on the print label option they will be directed to their own printer setting page Re ordering products The customer has the option to easily reo
17. our Transactions YOUR TRANSACTIONS My Account Edit Account Your current balance is 1 420 00 Password Manage Customers Order History Date Added Returns Description Amount GBP Transactions Newsletter 22 06 2015 Logout test Credit 1 000 00 19 06 2015 Order ID 80100191 35 00 19 06 2015 Order ID 80100190 45 00 14 06 2015 Credit 500 00 Showing 1 to 4 of 4 1 Pages Figure 19 15 Page Newsletter This area of the panel allows customers to opt in or out of receiving our newsletters which could include offers discount codes updates pricing and logistical based news Logout This area of the panel simply allows users to logout of the commercial shipping panel Account features Squares Create an order This area of the panel talks customers through the order process on a step by step basis The initial page informs customers of any areas within mainland UK that are not covered by our standard shipping rate or that are subject to an additional one day service The initial page also presents our customers with a descriptive panel whereby they can select the service they require and then add items to their van as illustrated below 0 O0 10 items Total 469 01 ar First Item Large items NEXT DAY DMS 42 00 Inc VAT avi First Item Large items such as beds sofas wardrobes 54 00 Inc VAT carpets canoes 4M DMS avi First Item small medium items NEXT DAY DMS
18. rder the same products as one of their previous orders simply clicking the on the Es icon which is situated over the right hand side of the page as illustrated above When a customer utilises this icon the products are immediately added to their 10 Page cart and the customer will receive an on screen message in addition to being redirected to their cart which shows the customer the contents of their van An example can be seen below You have successfully added the products from order ID 80100191 to your cart x Home Van IMAGE PRODUCT NAME MODEL QUANTITY UNIT PRICE TOTAL a NEXT DAY DELIVERY canoes kayaks 4 meter NEXT DAY 4 gD x 80 00 80 00 e S AS a n 3 5 DAY DELIVERY canoe kayaks 2 5 meter 3 5 DAY 1 0 50 00 50 00 A ES 5 DAY DELIVERY cycle 3 5 Day Delivery CAS 00 CAS O0 Ve 3 5 DAY DELIVERY Bicyc Day Delivery 1 TA 45 00 45 00 First Item Large items NEXT DAY DMS First Item DMS 5 0 x 42 00 210 00 Use Coupon Code Sub Total 320 84 UKVAT 64 17 Shipping Credit 385 01 Total 0 00 Figure 14 The customer is then able to make alterations to their cart prior to checkout if necessary The client can alter the quantity of the products in their cart by entering a different number in the quantity field then clicking on the Ed icon which will then update the quantity of the relevant item The customer can also delete products from their cart by clicking the E icon Additio
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