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What Internet Browsers are supported on this site? back to top |
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Please use one of the following recommended browsers:
Using a browser lower than one of our recommended versions may not provide the highest quality viewing experience.
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How do I save a Shopping List? back to top |
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After adding product items,
Bundles or Special Items to your cart, select the 'Save Cart' button. On the
Save Cart page, select the Shopping List option, enter a name and click on the
'Save' button.
You can access your Shopping Lists by either selecting the 'Shopping Lists'
link under Saved Items on the left navigation bar or from the Products Landing
page.
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How do I create a Quote? back to top |
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After adding product items,
Bundles or Special Items to your cart, select the 'Save Cart' button. On the
Save Cart page, select the Quote option and click on the 'Save' button. The
Quote can be saved and/or routed via email to designated recipients. (i.e.
CompuCom Client Assistance Center, purchasers or managers within your company).
When you save your quote, the system will generate a unique identifier, a quote
reference number. Quotes are saved 60 days from the last day of activity.
You can access saved quotes by selecting the "Quotes" link under Saved Items on
the left navigation bar or from the Products Landing page.
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How do I place an Order? back to top |
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After adding product items, Bundles or Special Items to your cart, select the 'Proceed to Checkout' button.
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Step 1: Cart Summary Proceed through the Checkout process by selecting the 'Continue to Next Step' button.
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Step 2: Billing and Shipping Select a Billing Address and specify a Shipping Address.
Step 3: Freight Select a method of freight and requested delivery date.
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Step 4: Payment Enter in the payment information.
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Step 5: Confirm Review your order information and select the 'Order Now'
button. You will receive an order confirmation page. Your order will be
assigned a unique Sales Reference Number. Later in the CompuCom fulfillment
process, the order will be assigned a CompuCom Order Number.
Use the Order Tracking feature to check on the status of your order. Enter
either the P.O. Number, Sales Reference Number or Order Number in the
appropriate field.
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How do I track the status of my Orders? back to top |
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Use Order Tracking to get
on-line, real-time status of your CompuCom orders and up-to-date information
about shipments. All orders with any open (not shipped or invoiced) line items
AND all orders shipped and invoiced within the last 30 - 45 calendar days
(depending on when CompuCom's order management system is purged) will be
accessible in the Order Tracking section.
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What are Data Exports? back to top |
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Data Exports are used to request
and download specific client information from CompuCom's Data Warehouse. This
information can be requested from CompuCom and then downloaded to you for
further processing. For example, you can use the Data Export feature to obtain
a file of information and then open or import this information into a
spreadsheet program on your computer.
For Data Exports that you need on a regular basis, you can set up a
subscription service. Data Exports can be set up to deliver specific requests
on a regular basis: daily, weekly or monthly.
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What are Formatted Reports? back to top |
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You can access pre-formatted reports from CompuCom's Data Warehouse by using the Formatted Reports feature. |
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What is the difference between Data Exports and Formatted Reports? back
to top |
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Data Exports are non-formatted
data transferred from our Data Warehouse into a flat file. They are intended to
be used as an import into another system (ex: Help Desk, Asset Management or
ERP or a program such as Excel or Access). A Subscription option is available for daily, weekly, or
monthly delivery. Data Exports may be sent via email attachment or an email
notification can notify you that your particular report is ready for download.
Standard Reports may be delivered in .doc, .xls, .pdf, or .html formats, depending
on the particular report requested. Unlike Data Exports, the Standard Reports cannot
be subscribed to and are sent via email attachment only.
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How do I create Bundles? back to top |
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After adding products to the
cart, select the "Add to Bundle" button. You will be taken to the 1st step of
the Bundle Creation process.
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Step 1: Name and Category Allows you to name the bundle, input a bundle
description and assign the bundle to a category and sub-category.
An example of a category structure:
Systems - (Category)
Laptops - (Sub-category)
Under the Laptop sub-category, you may have several bundles such as:
- Power Mobile (Bundle name)
- Standard Mobile
- Low-end Mobile
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Step 2: Create Sections Each bundle is comprised of multiple items. The
items are displayed in different sections. Each section can have a distinct
name, a description and must be one of the following types:
- Required -Items that are fixed within the bundle. They cannot be modified or removed by users.
- Optional - A list of items where a selection is required. One of the selections may be "none" of the items listed.
- Add-On - Items that are elective. The quantity may be preset or editable.
Note: Sections cannot be changed once created. They can only be deleted.
An example of a bundle with section types:
Bundle Name: Standard Mobile
Section Name: Laptop Standards; Section Type: Required
- Laptop Model xxxx
- Xx Mb RAM
- MS Office
Section Name: Monitors; Section Type: Optional
- 17" Monitor
- 15" Monitor
- None
Section Name: Miscellaneous; Section Type: Add-On
- Printer
- Cable
- Additional battery
- Custom software application
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Step 3: Assign Products Move each product you wish to include in your
bundle from the unassigned list (left side) to one of the bundle's section
types (right side). If you wish to include a product in your bundle that is not
listed, you can select to "Add product to List". This will allow you to search
for other items to add to your bundle. When the right side displays the
appropriate product in the appropriate sections, proceed to the next step.
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Step 4: Section Details Within the Required and Optional Sections, you
can specify the quantity of each line item. Within an Add-on section, you can
determine if a line item will be fixed or variable as well as the default
quantity of each line item.
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Step 5: Summary The Bundle Summary will display the details of the
bundle. From this page, you will need to flag the bundle as active or inactive.
If a bundle is inactive, it will only be viewable by an administrator in the
bundle Admin pages. Users will not have visibility to inactive bundles, and it
will not be listed on the main Bundle List page.
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What's new in the the Client Portal? back to top |
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New Look & Feel
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Improved User Interface
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New Technology - .NET platform
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Incorporates Help Desk functionality of current Services Web
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Updated Shopping Experience
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Improved Product Information
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Improved Freight Options
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Link to existing features on Web Services including:
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Order Tracking
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Invoice Look-up
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Data Exports
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Reporting
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Coming Soon
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B2B (Ariba, Commerce One, etc.)
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Accurate Tax Calculated by Vertex
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Order & Invoice Tracking
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Work Order Create & Tracking
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Drop Ship Data Improvements
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Part Sales Quote Request Form
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What are User Groups? back to top |
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User Groups allow you to create different access rights or views for like
groups of users within a single Client Portal site. At set-up, user groups are
tied to specific billing account numbers, product bundles, security groups,
domains, email and shipping addresses, and workflows, if applicable.
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How do I edit User Groups once established? back
to top |
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Users with administrative level rights can access the Admin tab and click on
User Groups. You can then create new groups or edit/delete existing groups.
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How do I set up workflow approvals? back to top |
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Workflow approvals require the use of user groups. Once established,
administrators can add or edit workflows, import or modify org charts, and tie
workflows to user groups. Access is found under the Admin tab on the user
groups link on the left navigation bar. Please contact your CAC team or Account
Executive for activation of this advanced feature.
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What is the Asset tool? back to top |
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The asset tool is a repository to store asset information for IT assets. The
repository allows you to add notes or modify information specific to a serial
number and/or asset tag as well as add or remove assets from the repository.
Rights can be granted to edit or view only based on security groups. Changes to
the asset repository will not affect the CompuCom Data Exports or Standard
Reports.
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How do I begin using the Asset tool? back to top |
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Assets purchased from CompuCom can be automatically imported into the asset
repository for a defined time frame that is updated nightly. Please note, only
serialized products will be included.
For CompuCom delivered assets follow
these simple steps:
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Click on the Asset link under Resources
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Go to Upload Assets
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Select the date range and customer numbers that apply to the assets you wish to upload.
For non-serialized items or products not purchased from CompuCom:
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Click on the Asset link under Resources
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Go to Import Assets
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Follow the Import instructions utilizing the template provided.
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How do I create a Case? back to top |
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Select the 'Create Case' link
from the left navigation bar in the Services section. Input the required
information and select the 'Create' button.
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What are the Saved Searches? back to top |
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The My Cases search finds only the cases you currently own because: |
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- you accepted them
- someone assigned them to you
- you created them, but have not yet dispatched them
- you created them, and they are awaiting acceptance by someone in the dispatch queue
My Service Providers (All Cases)
My Service Providers (All Cases) lists all of the cases in queues that you are a member of, whether they
are accepted or not. In the Owner column, cases are shown as Accepted or as Dispatched. Dispatched
cases are in the queue, but not yet accepted. The Edit icon appears next to cases you own.
My Service Providers (Accepted Cases)
My Service Providers (Accepted Cases) search option returns all of the cases that are owned (accepted)
in the queues to which you belong. The owner column will display the Owner’s name and the queue it
was accept from.
My Queues (Dispatched Cases)
This link finds all of the cases dispatched to your queues that have not been accepted. Click on the case
ID number to view the case.
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How do I search for a Case? back to top |
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From the left navigation bar in the Services section, you can input the Case Number 'Search' button.
Inputting a Case Number will return results of a case regardless of the status. To identify additional
search criteria, select the 'Advanced Search' link from the left navigation bar in the Services section. Input
your search criteria and select the 'Search' button.
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How do I create a user? back to top |
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From the left navigation bar in
the Admin section, select the "Users" link. Select the 'Create' link and input
the user information such as the individual's work email address (which will be
used to sign in), first name, last name and work phone number. Next, select the
'Security Groups' link, and profile the user with the features you want the
user to be able to access by assigning a Security Group to user.
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How do I modify a user? back to top |
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To modify a user, select the
"Users" link from the left navigation bar in the Admin section. Select a user
from the list displayed. To modify the user's information, select the 'User
Details' link. To modify the privileges, select the "Security Groups" link. To
modify the accounts the user can access, select the "Assign Accounts" link. You
may also search for a specific user by entering information in at least one of
the search criteria.
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What are Sign Up Contacts? back to top |
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Sign Up contacts are created to
designate the email address(es) that should receive the user sign up request
emails for your account. When a user selects the "Sign Up" option from the
either the Sign In page or the Home page, he/she is prompted to enter in
information such as name, work email address and phone number. Once the request
is submitted, an email is sent to the address(es) created as Sign Up Contacts
for the account that contains the email domain in the requestor's email
address. The recipient(s) of the Sign Up request email can then sign in and
create the user.
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What are Account Email Addresses? back to top |
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Account email addresses are
created for use when saving Quotes and/or Orders. When setting up an account
email address, check the Quotes and/or Orders options under the 'Always send
email on' section if you want to flag the email address as required for all
users and ensure an email is sent to the address for every Quote and/or Order
created. Otherwise, do not select the Quotes and/or Orders options under the
'Always send email on' section if you want to give the user the option to
choose the email address when creating a Quote and/or Order.
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What is the difference between Account Email Addresses and Email Addresses under Resources? back to top |
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Account email addresses are
created by the Administrator of the site and are visible at the account level.
They are displayed on the Quote form and/or Order form for all users within the
account. They can be flagged as required and can only be viewed by the user
when creating a Quote and/or Order. Required account emails can not be edited
or deleted. If the account email addresses are flagged as optional, they will
appear in a drop-down box on the Quote form and/or Order form for selection for
all users within the account creating a Quote and/or Order.
Email Addresses under Resources are created by the individual user and are only
visible on the Quote and/or Order form to the user who set them up.
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How are Account Shipping Addresses created? back to top |
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From the "Shipping Addresses"
link on the left navigation bar in the Admin section, select the "Create" link
to create an account shipping address. The Shipping Address Code should be
unique and will be displayed in the shipping address selection list. Fill in
all of the required fields and select the "Create" button to create the account
shipping address.
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What is the
difference between Account Shipping Addresses and Shipping Addresses under
Resources? back to top |
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Account shipping addresses are
set up by the Administrator of the site and are visible at the account level.
They are displayed on the Quote and/or Order form for all users within the
account.
Shipping Addresses under Resources are create by the individual user and are
only visible on the Quote and/or Order form to the user who set them up.
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What is Direct Access? back to top |
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Direct Access allows you to sign
in automatically from links on other web sites to specific locations within
this site.
In order to set up Direct Access, an account key and a user key must be
generated.
To create the account key:
Within Admin under the Account Details section, click the Direct Access link
and generate an account key.
To create the user key:
Within Admin under the Users section, select a user. Then, click the Direct
Access link and generate a user key. The features for this user will determine
what is available when in Direct Access mode. Note: Certain features are not available when in Direct Access mode.
Once the user key has been generated, you may use this key to create links on
other web sites to specific locations within this site. See examples below:
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Product Catalog
http://souce.compucom.com/products/catalogs/categories/results.aspx?DirectAccessKey=0123456789ABCDEFG
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Bundles/Standards
http://source.compucom.com/products/bundles/categories/results.aspx?DirectAccessKey=0123456789ABCDEFG
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Order Tracking
http://source.compucom.com/resources/tools/orders/search.aspx?DirectAccessKey=0123456789ABCDEFG
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Data Exports
http://source.compucom.com/resources/reports/dataexports/results.aspx?DirectAccessKey=0123456789ABCDEFG
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Formatted Reports
http://source.compucom.com/resources/reports/standardreports/results.aspx?DirectAccessKey=0123456789ABCDEFG
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