Rexel Online Store - Soft Launch Manual

Contents
CONTENTS ................................................................................................................................................................................... 2
OVERVIEW................................................................................................................................................................................... 3
Document Scope .................................................................................................................................................................................. 3
HOMEPAGE ................................................................................................................................................................................. 4
.............................................................................................................................................................................................................. 4
Search Box ............................................................................................................................................................................................ 4
Quick Order Link ................................................................................................................................................................................... 5
The Top 20 List...................................................................................................................................................................................... 5
Saved Lists ............................................................................................................................................................................................ 5
SEARCH AND ORDER FUNCTIONALITY ................................................................................................................................................ 6
Search Engine ....................................................................................................................................................................... 6
CHECKOUT AND ORDER PROCESS ................................................................................................................................................... 10
My Shopping Cart ............................................................................................................................................................................... 11
Search Products .................................................................................................................................................................................. 11
Related Products ................................................................................................................................................................................ 11
Select Delivery Address ...................................................................................................................................................................... 12
Or Pick up at Branch ........................................................................................................................................................................... 12
Select Billing Address .......................................................................................................................................................................... 12
Delivery Date ...................................................................................................................................................................................... 13
MY ACCOUNT FEATURES .............................................................................................................................................................. 14
WebFlow............................................................................................................................................................................................. 14
MY ACCOUNT FEATURES .............................................................................................................................................................. 16
Overview ............................................................................................................................................................................ 16
Change My Password ......................................................................................................................................................................... 16
My Orders ........................................................................................................................................................................................... 17
My Quotes .......................................................................................................................................................................................... 18
My Invoices ......................................................................................................................................................................................... 19
Account Balance ................................................................................................................................................................................. 20
Statement Reprint (e-mail PDF) .......................................................................................................................................................... 20
REXEL BARCODE SCANNING .......................................................................................................................................................... 22
What’s required? ................................................................................................................................................................................ 22
How does it work? .............................................................................................................................................................................. 23
2
Overview
Document Scope
This document will outline the basic functionality of the new Rexel Electrical Supplies
e-commerce web store. This site opens up several key functionalities to enhance your
trading experience with Rexel, allowing for true self-service over the internet.
Your user-name and password details are included in the email that this document
was delivered with, use these to login to http://www.rexel.com.au and begin online
shopping today.
Below you will find several sections that will outline each of the major areas of
functionality on the site, how to use them and some tips and tricks to ensure that you
get the best experience possible from the site.
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Homepage
When you login to the Rexel online shop, you can tick the ‘remember me’ box, which
will keep you automatically logged in for two weeks. You are also going to be greeted
with a lot of empty boxes, to show you how these will be populated, let’s examine a
screen from an account that has been used for some time.
Quick order link
Create saved lists for
later use
Let’s examine these page elements in detail to examine what each page element does.
Search Box
This is where the search experience begins, by using either a keyword search or a
combination of the keyword and category drop-down menu. You can search for
products here. Rexel has developed a state of the art parametric search engine to
ensure that your search experience is the best in the industry (more on what that
means later!)
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Quick Order Link
For those who already know their part numbers, you can open this form and simply
key in a quick order. These part numbers are then validated to ensure that they are
correct and added to the shopping cart.
The Top 20 List
One of the most common trends seen in the wholesaling industry is that most users’
top 80% of sales will come from only about 20 products. In recognizing this, Rexel
developed the Top 20 list, a list that dynamically tracks products ordered over the
web and always shows you your current top 20 products. This list will appear blank
when you first visit the store but don’t worry, as you shop with us you will see
products appearing and changing order – in real time.
Saved Lists
Do you have a set of products that you always order together? A particular
configuration for a number of different house lots for example? Then group all these
products together into a list for easy repeat purchasing.
Let’s look at some of these features in depth now.
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Search and Order Functionality
Search Engine
Rexel have developed the latest in search engines to enable easy, efficient finding of
the product you’re looking for. We have created a search experience using Parametric
Search Techniques that allow you to filter in and out of datasets with ease. Quite
simply, a Parametric Search is defined as ‘a search done that fits a number of
simultaneous criteria’
For example: a description, part number and supplier name.
However, Rexel have further enhanced this concept with the development and
deployment of attribute driven data to the web engines, this allows for unique
grouping of products based on their product attributes, for example 2000 series
switchgear, with added neon and in black. Let’s take a look at this in action below.
Step 1: Enter your search criteria
This search results in a return of over 19,000 products. Continue on to see how we can
quickly narrow this number down to a manageable amount in just a few clicks.
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Shown on the left in the above image, we see the product refinements, or facets. It’s
these product facets that allow a user to drill deeply into the search index for
accuracy and control. Shown here, we see that we can facet by ‘Product Category’,
and ‘Brand’ in the initial instance. Once a product category has been selected
however, the full power of the attribute driven data set can be harnessed.
It is also possible to sort these facets alphabetically (a-z) or by popularity to assist in
finding your facets/refinement criteria quickly.
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The following screenshot shows some of the product attributes available once the
user selects the ‘Domestic Outlets’ product category.
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Shown here, we see the real power of the faceted search. The user can drill into these
values to get the number of results shown in the brackets beside each facet name. For
example, the user will now drill into 2000 Series, then number of Socket Outlets = 2
and finally the colour white, to narrow that search result down to a manageable (17)
set of data.
Again, the user can continue to drill down into the search by selecting more facets, or
travel up the search index by clicking on the X character next to any facet – you do
not have to remove search filters in the same order as they were applied, the search
indexes will keep up with this!
This is the power of Parametric search, the only way to get familiar with this however
is to try it, so go ahead – login to your account and experience it for yourself.
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Checkout and Order Process
Okay, so now you’ve searched for products and added several items to your
shopping cart, how does the check-out process work? This is the subject of the next
section. From the search results, the user adds an item to the shopping cart and the
shopping cart is then displayed.
Adding line
Comments
In addition to the order comment, these comments will appear on our picking lists at the
line level and can be used to pass on any message relating to that line. To enter a
comment, click on the blue speech bubble icon to get the comment dialogue box to
appear. Once you’ve entered your text click the blue disk icon. The speech bubble will
turn red in colour to indicate that your message has been saved successfully.
Adding a line comments
Successfully Entered
Line Comment
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My Shopping Cart
This is your shopping cart, items that have been added from saved lists, searches or
top 20 lists are found in here. The shopping cart shows the part number, the item unit
price and the line total. Also showing are pack quantities and available stock at your
local branch. You can change quantities here, clicking the ‘update total’ button will
recalculate the cart. You can also remove items from the shopping cart by clicking on
the
icon in the shopping cart lines or ‘Clear Cart’ button to remove all items.
These three buttons will let you
confirm your shopping cart as either a saved list (Save for Later), a quotation
(Request Quote) or as an order (Checkout).
Search Products
The search box is still available from the shopping cart and the user can continue to
search and add products to the shopping cart by either entering search terms as
described above.
Related Products
Any related products to items appearing in the shopping cart will be shown in this
box and the user can add these to the shopping cart by simply entering a quantity
and clicking the ‘Add to Cart’ button.
Once you’re ready to check out your goods and place an order, simply click on the
‘CHECKOUT’ button.
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Again, the shipping confirmation page has plenty of detail so let’s examine each of
these in turn.
Select Delivery Address
These drop down addresses are those that are stored against your account in our
business system, these are the ‘official’ ship to sites against the account. Notice that
you can either select an address or as shown above, you can enter a ‘one off’ delivery
address (that will be included for this order only – adding addresses can only be done
by Rexel branch staff)
Or Pick up at Branch
If you want to collect the goods, you can check this radio button to indicate that you
will be collecting this order from the branch, the branch address is shown here.
Select Billing Address
Some accounts in Rexel have multiple billing sites, if this is the case with your
account you are able to select which billing site the invoice is raised against.
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Delivery Date
This date picker will allow you to specify your preferred delivery date to the branch.
The branch staff will contact you if there are any issues relating to the delivery or
collection of your goods at the nominated time. You must also confirm that you’ve
read our terms & conditions by clicking on the check box below the date box.
Once your shipping details are confirmed, the order confirmation page is presented.
Above is the confirmation screen, this screen will confirm all the order details such as
shipping, comments and items ordered with totals. To complete the order simply
enter you purchase order number (highlighted – mandatory) and then click on the
‘Submit’ button.
Items that you’ve checked out will now appear in your top 20 list of items and this
order will now appear in the ‘My Orders’ section of the site. As with the search, the
best way to get familiar with the functionality within these pages is to use them, so
why not login and give placing an order online a go.
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My Account Features
WebFlow
For customer that want greater control of their procurement process Rexel has
developed our WebFlow solution. The Rexel WebStore is your one-stop-shop for all
your electrical goods need’s, product and account information but there can be even
further benefit in taking advantage of our extended offering – WebFlow.
What is WebFlow?
Rexel’s WebFlow extends our WebStore solution and forms control-centric benefits
for WebStore users. With WebFlow you can manage and monitor staff procurement
activities from your central login. WebFlow will afford you greater control over your
organisations procurement of electrical goods through the implementation of a selfmanaged approval process.
How can I have WebFlow set up?
Creating a WebFlow approval process is easy:
1- Request a ‘Manager Role’ to be established
for your WebStore login from your
account manager or Rexel Web Services.
2- Use the ‘Manage Users’ link (found under
the ‘My Account’ tab to easily create
‘Users’ through a simple user friendly setup. (Shown Below)
3- All Users created here are shown in the list & can be maintained (Edited / Order
Limit adjusted / deleted) from this screen. Using this method the ‘Manager’ of
the account can set individual $ purchase limits. (‘Order Budget Limit’ fieldshown below)
If a ‘Users’ order request exceeds the specified $ limit set by the ‘Manager’ the sales
order request is held in place while an approval is obtained.
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When an approval request is required this triggers an
email to be sent to the ‘Manager’ of the ‘User’ via email
for approval. The ‘Manager’ can then review the order
and approve or reject it.
The ‘User’ is notified of the outcome by an email. The
‘Manager’ can also modify each ‘User’ account at any
time either changing individual purchase limits for each
‘User’ or deleting their account with one click.
This is a security feature which can allow you to lock
access & prevent users from placing unwanted online
purchases on the account.
This is accessed through the ‘My Account’ tab then
selecting ‘Manage Users’ link then Clicking on the
username you created.
Rexel’s WebFlow solution is made freely available to all our customers using a
WebStore login that is linked to an active Rexel trading account.
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My Account Features
Overview
In addition to providing a self-service portal for order placement and product search,
the Rexel E-Commerce web-store also allows you to track several of your account
functions. Including order tracking (invoice search, reprint & download), account
balance enquiries and quote conversions. The web-store will allow you to track all
your interactions with Rexel – not just those placed through the web-store.
The ‘my account’ link will take you directly into the account features available to the
user, as shown below.
Each one of these features will enable you to interact with a different aspect of your
relationship with Rexel, let’s look at each of these functions below.
Change My Password
This feature will let you change your password for logging into the site. It is highly
recommended that you change your password the first time that you login. If you
haven’t done so already, why not login and try changing your password now? For
security, your new password must have the following characteristics:
Passwords must be at least 6 characters long
Passwords must contain at least 1 numerical digit
Passwords must contain at least 1 capital letter
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My Orders
This form will let you view and track orders placed both in the web-store and also
those directly placed with the branch. Use this feature to check orders placed with us
in both the web and branch environments.
Shown here, we see the current list of orders for this customer, an order number
starting with a 6 tells us that it would’ve been placed with a Rexel Branch. All webstore orders will start with a 1 to allow easier differentiation. A user can click on the
order number to drill into the order details.
To refine the search of customer orders, the Rexel Online store allows the user to
either search by a date range (from a date & to a date), or by a customers’ own
purchase order number.
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My Quotes
This page will allow a user to track any open quotes currently outstanding with
Rexel, this includes both quotations created from the shopping cart or any quotation
that has been entered by a Rexel Branch against your account.
As with the orders page above, the My Quotes page will allow you to view and work
with quotations both created in the branch (starting with the 7 sequence) and created
in the web-store (starting with the 1 sequence). A user can drill into the detail of a
quotation to process the quote into an order. The quote number is the link for a user
to do this.
To process this quote, a user is required to enter a purchase order number and click
on the ‘submit quote’ button. This quote is now converted in the ERP system and the
order is processed at the linked branch. To view this order, use the My Orders
functionality shown above.
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My Invoices
In addition to orders and quotes, the Rexel web-store also provides you the
opportunity to review, reprint and download (.csv flat-file) any invoices against your
account. Using the My Invoices feature, you can browse through a list of invoices and
then drill down into the invoice to request a copy be e-mailed to you or enter the PO
number in the search box and click the ‘Download’ button.
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As with My Orders and My Quotes, the My Invoices form allows you to drill into an
invoice to see its associated details or to e-mail a reprinted copy (PDF) if required.
Click on the highlighted link to have an email copy of the invoice delivered to your
inbox.
Account Balance
Additionally, the Rexel web-store will allow a user to check their current account
balance. Clicking on the ‘Account Balance’ link from the My Accounts tab page will
display your current balance with Rexel. Users can refer to this page to track their
outstanding amounts with Rexel.
Statement Reprint (e-mail PDF)
Using the date picker in the Account Balance form, a user can select a statement
period for reprint and have a PDF copy of that statement e-mailed to them. For
example, if you wish to reprint a September statement for your account, simply select
any date in September in the calendar then click on the ‘Generate & Send’ button
shown on the next page.
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This concludes a brief run-down of the Rexel Web Store’s key functions. Why not
login today and try it out for yourself?
Keep an eye out for new features and functionality to keep appearing over the next 12
months as we respond to requests from you, the user as to what you would like to see
improved. The Rexel Web Store is a constantly evolving and improving resource for
our customers to do business with us. This includes conveniently placing orders,
accessing information and saving time by shopping on-line.
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Rexel Barcode Scanning
An additional feature of the WebStore is the implementation of barcode scanning for
our tailored VOS, VMS or VMOS setups’. This feature affords customers the ability to
replenish stock levels through a much faster means than traditional manual forms,
minimising input errors, and with added security.
The Rexel barcode system for quick stock replenishment orders works seamlessly
with our eCommerce solution, the Rexel WebStore. This means that the required
quantities of stock can be determined and ordered in the same fast process.
The Rexel barcode system affords maximum benefits where inventory management
requires a time consuming ordering process, such as a manual ordering form.
VOS - Vendor Owned Stock: Rexel Owned Stock on consignment at site.
VMS - Vendor Managed Stock: customer owned / Rexel Managed Stock at site as
required.
VOMS - Vendor Owned and Managed Stock (Mini-Stores): Rexel Owned and
Managed stock at site as required.
What’s required?
Setting up and running this process is simple; all that’s required is a hand-held
scanner that connects to a PC with internet access and a set of barcodes for the
required products.
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How does it work?
The barcode entry process consists of 3 easy Steps:
Step 1 – Login to the Rexel WebStore using your provided login details. This is the
stock ordering portal you will use to securely order your required goods from Rexel.
Navigate to the ’Quick Order’ section located on the home screen of your login.
Step 2 – Once at the Quick Order screen (shown below) simply move the mouse over
to the first field and left-click to ensure that the ‘part number’ field is selected.
Begin scanning the corresponding barcode of the products you require. The product
part number will populate the field and the cursor will move over to the ‘Quantity’
field. You can either use the quantity barcode quick-sheet or enter the quantity using
the PC’s keyboard.
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Step 3 – Click the ‘validate’ button at the bottom of the screen. Here, your product
part numbers will be checked to see if they are valid. A green Tick is a valid product
ready to be ordered & a red cross is an in-valid part number. If this occurs, simply
click the remove button and re-scan, checking for spaces either side of the part
number. If you still have trouble, contact us at (Webservices@rexel.com.au) a new
barcode may need to be issued, this can be created & emailed to you for printing.
Finished; proceed to check-out by clicking the ‘Add all items to shopping cart’ button
for review and check-out as per the above instructions.
You can view your order in the ‘My Orders’ tab and your invoices in the ‘My
Account’ tab. These can be printed, emailed as a .PDF or even downloaded to your
PC.
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Open as PDF
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