Dealer Website Navigation

Dealer Website Navigation
Top Knobs
Dealer Website
Navigation
2015
Dealer Website
Table of Contents
Website Link ........................................................................................................................................................................ 2
Dealer Login......................................................................................................................................................................... 3
Password ..................................................................................................................................................................... 3
Forgot Password .................................................................................................................................................................. 4
Order Entry .......................................................................................................................................................................... 5
Saved Shopping Carts .................................................................................................................................................. 7
Check out ............................................................................................................................................................................. 8
Stock Availability ............................................................................................................................................................... 18
Search Functionality .......................................................................................................................................................... 13
Search Bar ............................................................................................................................................................... 14
Account.............................................................................................................................................................................. 18
Account Dashboard: ............................................................................................................................................. 19
Manage Sub Accounts .......................................................................................................................................... 20
User Setup ............................................................................................................................................................... 21
Security Settings .................................................................................................................................................... 21
View Cart ................................................................................................................................................................... 22
Checkout .................................................................................................................................................................... 22
View Orders ............................................................................................................................................................... 23
View Invoices ............................................................................................................................................................. 24
View Purchases .......................................................................................................................................................... 25
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Page 1
Dealer Website
Website Link
Top Knobs ‘Dealer’ website http://www.topknobs.com
The site looks the same for the dealer and the consumer. The dealer must select the DEALER LOGIN to navigate through
their specific history and to place an order. The login for the account can be accessed by using the dealer account
number or an email address if the administrator has defined that sub account user.
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Dealer Website
Dealer Login
The Administrator will login with the dealer number and password.
The Sub Account User will login using the unique email addressed (already setup by the administrator) and password.
Once logged in you will be on the home page:
Password
Each password must be at least 6 characters long.
For dealers new to the website or if they used our old website and had a password less than 6 characters long
select forgot password link.
At all times the shopping basket will be displayed with the number of items in your cart. The view cart or checkout
links can be selected at any time.
To log out of the system, select ‘LOG OUT’ in the banner next to the search box
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Dealer Website
Forgot Password
The password reset link will be emailed to the administrator email address Top Knobs has on file. If unsure which
email address is on file, please contact customerservice@topknobs.com
Each dealer has two levels of access: Administrator and Sub Account Users
Administrator: There is only one per dealer and has full security for the
account. The Administrator has the security to set up additional users and
set up Sub Account User Id’s (including one for themselves if desired.)
Reminder, when Forgot Password is selected for the Administrator, the
Account Number must be used. All requests for resetting passwords will
always be sent to the administrators’ email address that is on file with Top
Knobs.
Sub Account User:
An unlimited number of users can be
assigned/maintained by the administrator. These users must have a unique
email address and the password must be a minimum of 6 characters. To
login as a user, enter the unique email address and password (as set up by
the administrator). When a user has forgotten their password, the reset
password will ask for the Account Number or Email Address. The Sub
Account user will enter their email address, the Administrator would enter
the Account Number.
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Page 4
Dealer Website
Create Order
There are several ways to add items to a cart:
1. Using the QuickOrder form; enter the item number, quantity for each item desired, when done, add to cart.
2. Using the Web Navigation to select items; once detail for the item is displayed, enter the quantity, and select
add to cart. Indication for in/out of stock will be displayed.
3. Using Search; after an item is found, view the detail page then continue through normal web navigation.
QuickOrder
Use when item number(s) are known.
Add Item: enter item number (this is an autofill field, as you begin to enter the item number the list will
narrow down), select the item desired from the list then add the quantity desired. Items out of stock can be
added to the cart but will have an expected date indication. Continue adding all desired items until
complete. Then select Add All to Cart at the bottom of the page.
Change item: If you want to change the quantity, enter the new quantity in the Qty field.
Remove Item: To remove one line from an order, select the X next the item you would like to remove or enter
a zero quantity.
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Dealer Website
Web Navigation
Use navigation when you would like to browse by
collection, size, finish etc.
Refer to Search Functionality (page 13) for more information about
searching for specific items and navigating through these pages. Once
you arrive at the desired item, select the details button in the pop up
window that appears next to the item.
Add Item: Once item detail page is selected, enter quantity and add to cart. Items out of stock can be added to your
cart but will indicate the expected dated. (more details on Stock Availability page 18)
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Dealer Website
Saved Shopping Carts:
Shopping carts can be saved in the My Cart section where the total is displayed.
Multiple carts can be created and managed. This becomes useful when there are multiple
people ordering under the same login (email address).
The Saved Carts can be accessed in the My Account section. The page will display each
shopping cart as a row. The display includes the date, each item description, the order
total, and an option to delete the cart.
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Dealer Website
CheckOut
When you are ready to place the order, select Checkout.
1. Select Continue to accept the billing address (this cannot be changed)
2. Select the correct ship-to location: for customers with multiple
locations this will be the location that sold the product. For tax
purposes, there are some customers that will have locations with State
abbreviations. If you are one of those customers, please select the
state where the product will be shipped only if drop shipping.
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Dealer Website
As you continue through each step, your selections will display on the right side of your page.
3. If you are drop shipping the order directly to a customer, please select the Drop Ship check box. Enter
the customer shipping information and select Verify to verify the address entered (cannot ship to a PO
Box). If the address does not verify, you will need to contact customer service. Drop shipping is not
available for Canadian customers.
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Dealer Website
4. Select the shipping method. If you are in the continental United States,
flat rate options will be available to you. If you are an International
customer, you will have the appropriate shipping methods displayed
along with an estimated shipping amount.
5. Enter the order information and select the payment method. If you are
a credit card customer, your selection will be limited to selecting use of
the card on file or enter one to be used for this transaction only. If you
are a terms customer, you can choose either terms (as per your credit
agreement) OR you can select to pay by credit card.
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Dealer Website
6. The order will display for your review. Please read carefully to confirm information as Top Knobs does not
review. The order will go directly to our shipping department. Once reviewed, select Place Order (your
order will not be submitted until Place order has been selected.)
7. Once the order has been submitted, a screen will display with your internet order number. This is NOT
your order number, merely a reference until you receive your order acknowledgement. The order
acknowledgement will be sent via email.
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Dealer Website
8. The Order will be available to view through the Account section. To get to the View Orders screen, follow
the instructions below:
You can also view your last ordered items on your Account screen on the left side column.
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Dealer Website
Search Functionality
Along the top of the web page there are several selection options
Information Displayed for Item Detail Page
The information displayed when an item is selected:
• Picture of the item
• Item Number
• Item Description
• Item Specifications
• Retail Price
• Your Dealer Price *based on security
• Related and Similar products will display along the right side of the screen
• Finish options will be displayed along the bottom of the item picture
• Selecting the finish will change the item picture and details
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Page 13
Dealer Website
Search Bar:
Entering data into the Search bar will generate a search of all the items available to purchase online. The default
search type will be for any time the selected word appears in any field of the item. Entering words separated by a
space will search for any match. At any time an item is displayed, it can be added to your cart. When an item is
searched, a list of dimensions appears, so that you can narrow your search down further. These options are specific to
the item. For example, searching for a knob will not allow you to select a center to center measurement. Each of
these dimensions can be hovered over, and the possible selections for that dimension will appear along with the
number of items that fall in that category of dimension.
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Dealer Website
Entering the words ‘Edwardian Satin’ will return the following:
This search returned 768 items. It matched every item that had EITHER the word Edwardian OR Satin in any field of
the item. The very first item is the item that most closely matches what is typed in the search bar.
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Dealer Website
If an item number is entered in keywords it will find any item with that string of characters (i.e. m10 will return
m10, m100, m101, m102, etc).
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Dealer Website
A huge advantage here, you can enter multiple item numbers and it will return the list of all those requested.
Entering in an SS15 and an M125 will return the following:
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Dealer Website
Stock Availability
Can be determined on every Item Detail page, QuickOrder form and Cart. Enter a quantity and select enter, either the
in stock or out of stock with the date available will display.
In Stock:
Out of Stock:
The item can be added to your order by selecting ‘Add to Cart’ .
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Page 18
Dealer Website
Account
This link will display a menu to view information pertaining to your account based on the
access that has been setup by the administrator: View Orders; View Invoices; View
Purchases; Manage Sub Accounts; View Cart and Checkout. If your account administrator
has set restrictions on your account, you may not be able to view some of these options.
Account Dashboard:
This tab will display your account information, including the name associated with the
account, your customer number, your sales rep as defined in the Top Knobs system,
your payment terms, and the ability to change your password.
Also displayed is your address book. This is where information about your default billing and shipping addresses can
be found. Clicking the “View Addresses” button will bring you to a page that displays your default billing and shipping
addresses, along with any other ship-to addresses you have defined with Top Knobs. In order to add a shipping
location or to make any changes to an existing location, please call Top Knobs Customer Service. Drop Ship locations
can be identified in the checkout process.
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Dealer Website
Manage Sub Accounts:
User maintenance for all Sub Accounts. Administrators will always have access to this.
Additionally an administrator can create Sub Users that can manage Sub Accounts. This
security feature can be set when creating a new sub account by checking the “Can
Manage Subaccounts” check box.
All authorized users are listed along with their security settings.
Each dealer is given one ‘Administrator’ account on our website. The Administrator will have all access to the website.
Additional responsibility of the Administrator is to maintain their own users; setting up, making changes, or deleting
Sub Accounts.
Each dealer can have an unlimited number of Sub Accounts. Each Sub Account will have their own security that will
define what can be viewed/allowed on the system. These Sub Accounts must use a unique email address as their
login.
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Dealer Website
User Setup:
Email Address – unique email address per selected user
Password – unique password, 6 or more characters for this user (different from the administrator)
Security Settings:
Each Sub Account user will have defined settings that the administrator can set when creating the sub account, on the
same page, just underneath the password fields. The settings can be changed at any time, as seen in the screenshot
above, where the active sub accounts are listed by email. Settings can be checked and unchecked here, and take
effect when the update button is clicked.
Permissions:
Can View Order History: Display all items previously purchased and all
orders previously placed. This list can be exported to excel.
Can Place Orders: The user has the ability to purchase orders, which will
be billed to the administrator billing address. Without this security Sub
Account users can only save carts which will need to be submitted by an
Administrator.
Can View Invoices: The user has the ability to view all invoices made in
the past as well as ones that are currently pending.
Can Manage Subaccounts: The user has the ability to be an administrator to any subaccounts they wish to
create.
Can View Prices: The user has the ability to view an item’s price as defined by the administrator’s pricing group.
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Dealer Website
View Cart:
The View Cart link brings the user to the current shopping cart page. Here, each item is
listed in it’s own row, along with a discription, price, amount, total, and the option to delete
the row. The user can update the shopping cart or empty it. If the user is done shopping
and wishes to place the order, there is an option to proceed to checkout.
Checkout:
The Checkout link brings the user to the beginning of the checkout process (Page 8). All items currently in the
shopping cart will be included in the order.
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Dealer Website
View Orders:
This will display all orders that have been placed by this customer (both web and through Customer Service). The user
has the ability to view the detail for each order by selecting the hyperlink order number. Additionally the entire list can
be exported to excel or can be printed.
•
•
•
•
•
Date – Ordered Date
Order - The Top Knobs order
number
PO Number - PO# entered on
the order by the user
Total – Invoiced amount, NOT
including shipping
Status - Either blank or Closed.
If your order is still being
processed, this field will be left
blank. If your order has been
invoiced it will indicate closed.
Selecting the hyperlink order number to view a
detailed summary of the order in a pop-up
window. Here, the customer ship to and drop ship
addresses can be viewed along with each item,
description, quantity ordered and item price. The
user has the option to print this window as well.
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Dealer Website
View Invoices:
This link allows the user to view all invoices for this account. The columns include:
• Invoice Date – Date the Invoice was generated.
• Due Date – Date the payment is expected.
• Invoice/PO – TK Invoice number and PO number.
• Original Amount – Sum of all the lines in the order (including tax and shipping).
• Total Due – Total amount, including shipping, handling, and other fees (unpaid
balance).
• Type – Specifies the type of record. “I” is an invoice, “C” is a credit memo.
•
Tracking Information – If your order has shipped, the tracking number will be
displayed here.
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Dealer Website
View Purchases:
On this link, the user can search the purchase history of all transactions placed for this account.
• SKU – Item Number
• Product Name – Item description .
• Price – List Price of the item.
• Ordered – Amount ordered during the time period specified.
• Total Price – Total amount spent on that item during the time period specified.
• Reorder Quantity – Field to enter a quantity of that item if the user wishes to add it
to their shopping cart.
The search parameters can be set to month, year,
and year to date(YTD). There is six columns of
information displayed about each item’s history.
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