New Kubota Order Interface

Transcription

1 New Kubota Order Interface INTRODUCTION The New Kubota Interface allows you to immediately access information on parts through communication with the manufacturer. You can also configure the shipment, place the order, and track its delivery. View Part Availability There are two ways to check part availabilty: 1. Select Parts Inquiry from the Keystone menu (Parts Parts Inquiry). Type the vendor code for Kubota into the Vendor field and enter the part number for the part whose availability you would like to check. Click the Comms button. 2. Select Invoicing (P.O.S. Invoicing), select your printer, click Enter (the green check mark), and click the Part Availability button on the Point of Sale Invoicing Entrance screen. The Part Availability Inquiry screen opens. 1

2 Click inside the Part column, type the part number for the part to check availability on, and click the Mfg Inq button. The Kubota Communication screen opens displaying part information and availability. If you click the Locator button on the Kubota Communication screen, the Dealer Locator screen opens displaying a list of dealers who have the part, the quantity available, and their phone number. Dealers who are closest to you in location are listed first. 2

3 Pre-Edit Option A Pre-edit option is available that provides you with information such as where items will ship, depot availability, and messages. You can use this information to make an educated decision as to whether you would like to place this order or select another method. There are two ways you can access this option through the Parts or P.O.S. menu as shown below. 1. Select Order Inquiry (Parts Stock Order Order Inquiry). The Order Inquiry Current Order Headers screen opens. Click on the order in the table and then click the Pre-Edit button. 3

4 2. Select Priority Orders (P.O.S. Priority Orders) and double-click on the Kubota order in the table. The Priority Orders Update Lines screen opens. Click the PreEdit button. After you have accessed and clicked the PreEdit button using one of the methods above: The Pre-Edit Parameters screen opens. Enter the Order Type into the field provided or click Order Type and double-click the order type from the Select Order Type Codes screen (see below). Select the Show Availability check box on the Pre-Edit Parameters screen and click Enter. 4

5 The Order Pre-Edit screen opens displaying shipping information and other messages. Order Finalization Once the order has been created, you will need to finalize it. Select Print/Finalize Order (Parts Stock Order Create Stock Order Print/Finalize Order) from the Keystone menu. The Print/Finalize Order screen opens. Type the order number into the field provided, select the Finalize check box and click Enter. The Print/Finalize Order Order Information screen opens with the default fields filled in based on your dealer number. Verify that the Ship To Address is correct. If you are drop-shipping or need to change the address for another reason, click inside the field and type over the existing text. Click the Validate button on the Print/Finalize Order Order Information screen. 5

6 The Order Validation screen opens displaying information such as order minimum, correct order type with parts, whether or not a single shipment warehouse is available or warnings (see next two examples). After you have validated the order, click the Back Arrow to return to the Print/Finalize Order Order Information screen. If you altered the Ship To Address, a corrected address appears on the right side of the screen. Additionally, the View Messages button appears allowing you to view the messages that appeared in the order validation screen. 6

7 Select the Use Corrected Ship To address check box to use the corrected address information. Shipment Method Options and Changing Order Quantity You can change the way a whole order is shipped, the way a single part is shipped, or select to ship from a single warehouse if all parts on the order are available from that warehouse. Additionally, you can change the quantity of a part ordered or remove a part from the order. Change Shipping Method for Whole Order Click Ship Via on the Print/Finalize Order Order Information screen. 7

8 The Select Ship Via Code screen opens. Choose an option from the table and click Select to have the whole order shipped via this method. Change Shipping Method for Individual Part Click the Change Part Shipping button on the Print/Finalize Order Order Information screen (Parts Stock Order Create Stock Order Print/Finalize Order). The Print/Finalize Order Override Shipping screen opens displaying the current shipping method for the parts on order. 8

9 Click in the shipment field for the part that you would like to change the shipment method for, then click the Ship Via column header. The Select Ship Via Code screen opens. Choose an option from the table and click Select to have the individual part shipped via this method. Click Enter to save changes. Change Order Quantity or Remove Part from Order While on the Override Shipping screen, you can change the quantity of a part that you order by clicking on the number listed below the quantity header and changing it to the quantity that you would like to order. OR You can remove a part from the order by changing the order quantity to zero. When you click Enter, the quantity ordered will be updated or the order line will be removed from the order depending on what the Qty was changed to. Click the Back Arrow to return to the Order Information screen. Click the Validate button and re-validate the order. 9

10 Ship from Single Warehouse If all of the parts and quantities are available from a single warehouse, Shipping Warehouse will be underlined on the Print/Finalize Order screen allowing you to ship from a single warehouse and potentially reduce shipping expenses. Click Shipping Warehouse while on the Order Information screen. The Select Warehouse Code Single Shipment Available screen opens displaying available warehouses. Click on the warehouse code for the warehouse that you would like to use, then click the Select button. Important: If there is only one warehouse that all parts can be shipped from, that warehouse code will automatically be placed in the Shipping Warehouse field. The order will automatically be shipped from this warehouse unless you remove the warehouse code from this field. 10

11 Transmit Order Once you have all of the options set the way you would like and have validated the order, the final step in the order process is transmitting the order to Kubota. Click the Transmit Order button on the Print/Finalize Order Order Information screen. The Print/Finalize Order - View Order Messages screen opens with a message from Kubota confirming the order has been accepted. The total price for the order is listed as is the Order Confirmation number. 11

12 Check Order Status/Tracking Feature After the order has been placed and accepted, you can check on the status and track the order. Select Kubota Parts Order Status from the Keystone main menu. The Kubota Communication Order Inquiry screen opens. Type the Order Number in the field provided or click Order Number and select the order from the list that appears or supply information for any of the available parameters and click Enter. 12

13 The Kubota Communication - Parts Order Status screen opens displaying information about the order, including all of the parts on the order, the quantity of the parts being shipped, the ship date, warehouse it is being shipped from, and the tracking number. You can also click the Show Tracking button on the Kubota Communication Parts Order Status screen to connect directly to the shippers website and view the current tracking detail. 13

14 You may also check the status of an order by clicking the Order Status button on a Kubota Communication screen. Contact DIS to purchase and setup the Kubota Order Interface. 14