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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 create a Quote? back to top
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After adding product items, Bundles or Special Items to your cart, select 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 on the left navigation
bar.
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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 "Checkout"
button.
- General Information: Enter Requested For information as well as
email addresses of people who should receive an order email notification.
- Billing Address: Select a Billing Address and populate any Account
Specific Information.
- Shipping Address Specify a Shipping Address.
- Payment Details: Enter in the payment information.
- Shipment Method: Select a method of freight.
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.
- 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
- 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
- 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.
- 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.
- 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 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:
- Click on the Asset link under Resources
- 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:
- Click on the Asset link under Resources
- 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
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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:
- Product Catalog
http://source.compucom.com/products/default.aspx?DirectAccessKey=0123456789ABCDEFG
- Bundles/Standards
http://source.compucom.com/products/bundles/categories/results.aspx?DirectAccessKey=0123456789ABCDEFG
- Order Tracking
http://source.compucom.com/resources/tools/orders/search.aspx?DirectAccessKey=0123456789ABCDEFG
- Data Exports
http://source.compucom.com/resources/reports/dataexports/results.aspx?DirectAccessKey=0123456789ABCDEFG
- Formatted Reports
http://source.compucom.com/resources/reports/standardreports/results.aspx?DirectAccessKey=0123456789ABCDEFG
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