Farnell Punch Out User Guide Onecall Favourites v1.10 Rev1…

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Punch Out
User Guide
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 1 of 16
CONTENTS
CONTENTS................................................................................................................ 2
1.
PRODUCT SEARCH ...................................................................................... 3
2.
REFINE SEARCH – GLOBAL ATTRIBUTES ................................................. 3
3.
SELECTING PRODUCT – PRODUCT ATTRIBUTES.................................... 4
4.
SEARCH RESULTS ....................................................................................... 4
5.
PRODUCT DETAIL SCREEN......................................................................... 5
6.
ADDING PRODUCT TO A SHOPPING BASKET........................................... 6
6.1. ADDING PRODUCT TO THE SHOPPING BASKET FROM SEARCH RESULTS SCREEN .. 6
6.2. INPUT ORDER CODES DIRECTLY INTO THE SHOPPING BASKET USING ‘QUICK BUY’ 7
6.3. INPUT ORDER CODES DIRECTLY INTO THE SHOPPING BASKET USING ‘QUICK
PASTE’...................................................................................................................................... 8
7.
MODIFY AND UPDATE SHOPPING BASKET CONTENTS ........................ 10
7.1. MODIFY QUANTITIES............................................................................................................ 10
7.2. DELETE AN ITEM................................................................................................................... 10
7.3. DELETE ALL ITEMS IN SHOPPING BASKET (CLEAR BASKET) ........................................ 10
8.
CHECK OUT................................................................................................. 11
9.
MY ACCOUNT.............................................................................................. 12
9.1. CHANGE SITE LANGUAGE................................................................................................... 12
10.
FAVOURITES FUNCTION ........................................................................... 13
10.
FAVOURITES FUNCTION ........................................................................... 13
10.1. ADD ITEMS TO FAVOURITES............................................................................................... 13
10.2. MANAGE FAVOURITES FOLDERS ...................................................................................... 14
10.2.1. CREATE NEW FOLDER................................................................................................ 14
10.2.2. MOVE ITEMS TO REQUIRED FOLDER ....................................................................... 14
10.2.3. ADD ITEMS TO SHOPPING BASKET FROM A FAVOURITES FOLDER ................... 15
10.2.4. UPDATE FOLDER CONTENTS .................................................................... 16
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 2 of 16
1. PRODUCT SEARCH
Search using Product Categories.
Clicking on any Category will expand
sub – categories where available
OR
Search using:
•
Order Code
•
Manufacturer Part Number
•
Manufacturer Name
•
Technical description
TIP: Use Advanced Search Terms within Product Search
•
•
•
'battery cha*' Will perform a stemming search on the first term, and a wildcard search on
the second
'-9v battery' return all batteries EXCEPT 9v if you put the NOT(-) term first
'AA Energizer or Varta' will find AA batteries made by Energizer or Varta
2. REFINE SEARCH – GLOBAL ATTRIBUTES
Enter additional search terms and
‘SEARCH WITHIN’ to refine your search
within the category selected
OR
Refine search by:
•
Manufacturer
•
RoHS Status
•
Product Type
•
Price Band
•
Supplier Brand
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 3 of 16
3. SELECTING PRODUCT – PRODUCT ATTRIBUTES
The parametric search engine allows product to be selected according to technical
requirements.
‘Breadcrumb Trail’ shows
search hierarchy.
ATTRIBUTES may be
deselected by clicking the
‘X’ adjacent to value
Select required parameters and
click ATTRIBUTE SEARCH
TIP: Hold down the CTRL key to select multiple values. (e.g. CTRL + 1R + 0805 will return
results containing all values)
4. SEARCH RESULTS
Image
Description Including:
•
Mfr. Part Number
•
OneCall Order Code
•
Alternative Product
(if offered)
RoHS
Status
Stock
Status
Contract
Price
NOTE: Search Results will only be displayed if there are
less than 100 products in your selection. Further refinement
may be necessary if no results are displayed.
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
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5. PRODUCT DETAIL SCREEN
Click on the Description or Image in Search Results to access this screen. Full
product details are given, together with a link to Alternative products where offered.
TIP: Stock value is more than one hour old if
Click
symbol is shown.
to obtain actual stock available
Technical
Specifications
Contract
Prices
Datasheet Link(s)
Technical; Health &
Safety and Misc.
Datasheets are
linked where
TIP: If an alternative product is available for your selected item, this will be shown on the
Product Detail Screen. Click Pricing to list all available prices
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 5 of 16
6. ADDING PRODUCT TO A SHOPPING BASKET
Products may be added to the Shopping Basket from the Search Results Page, or
directly if the Order Code is known.
NEW FEATURE! - The ‘Quick Paste Panel’ allows multiple products to be input from a
Spreadsheet or text file by means of copy and paste. (see page 8)
6.1.
Adding Product to the Shopping Basket from Search Results
Screen
To add product directly to the
Shopping Basket, check the
required boxes, amend
quantities as necessary and click
ADD TO BASKET
To view all price breaks, click Pricing.
Contract Pricing is shown
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
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6.2.
Input Order Codes directly into the Shopping Basket Using
‘Quick Buy’
Where the Order Codes are known, they may be added directly in the Shopping
Basket using ‘Quick Buy’.
There is a ‘Quick Buy’ panel always visible under the Product Categories allowing up
to 5 Order codes to be entered.
There is also a ‘Quick Buy’ field available within the Shopping Basket (illustrated
below), allowing single Order Codes to be input.
Enter the Part No. and Quantity.
Click ADD TO BASKET
TIP: Stock value is more than one hour old if
Click
symbol is shown.
to obtain actual stock available for all items in Basket
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 7 of 16
6.3.
Input Order Codes directly into the Shopping Basket Using
‘Quick Paste’
Using the ‘Quick Paste’ panel, it is possible to copy parts lists directly into the
Shopping Basket from:•
•
•
eMails
Text Files
Spreadhseets
In the case of an invalid quantity (where order multiples apply) the site will
automatically apply the necessary correction and round up to the next valid value.
To import a list of products correctly, follow the instructions below:-
MS Excel
Text or eMail
Text Format must be:
Order Code +
Field Delimiter (comma or tab) +
Quantities required
Spreadsheet:
Column A = Order Code
Column B = Quantity
When the format of your order is correct, select all the values and use the COPY
function.
Copy the selection
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 8 of 16
Click to open the Quick Paste Panel
Paste the data from your eMail,
Text file or Spreadsheet into the
Quick Paste Panel and click
ADD TO BASKET
The Shopping Basket is
automatically populated
TIP: Stock value is more than one hour old if
Click
symbol is shown.
to obtain actual stock available for all items in Basket
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 9 of 16
7. MODIFY AND UPDATE SHOPPING BASKET CONTENTS
7.1.
Modify Quantities
Modify Quantity as required and
click UPDATE BASKET
7.2.
Delete an Item
Check box adjacent to required
line(s) and click DELETE LINES
7.3.
Delete all Items in Shopping Basket (Clear Basket)
Click CLEAR BASKET
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Premier Farnell eProcurement
V1.10
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8. CHECK OUT
Once your Shopping Basket is complete and correct, click ‘CHECKOUT’ to return
contents to your Purchasing System.
TIP: Stock value is more than one hour old if
Click
symbol is shown.
to obtain actual stock available for all items in Basket
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 11 of 16
9. MY ACCOUNT
Creating a personal account will pre-populate fields in any on-line form that is
accessible within the punch out catalogue (for instance, the Feedback form) and also
provide a personalised ‘Welcome Back’ message. It is also possible to change the
language of all Site Text (NOT the catalogue categories or descriptions).
Before using Punch Out for the first
time, create a User Account.
Click ‘MY ACCOUNT’, Complete
your personal details and click
‘SUBMIT CHANGES’.
9.1.
Change Site Language
To change the Site Language,
select desired option from the
drop-down and details and
click ‘SUBMIT CHANGES’.
NOTE: Catalogue language
will remain in English
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
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10. FAVOURITES FUNCTION
10.1. Add Items to Favourites
Items may be added to Favourites from Search Results screen, or Shopping Basket.
Select Product and click ‘ADD TO FAVOURITES’
Items are added from Search Results or
Shopping Basket to the ‘Recently Added’ Folder
Once items are in the Recently Added folder, they can be moved to any previously
created folder.
Items can then be moved from one folder to another and quantities update as
required (see following sections).
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Premier Farnell eProcurement
V1.10
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10.2. Manage Favourites Folders
10.2.1. Create New Folder
Enter new folder name
and click ‘CREATE’
10.2.2. Move Items to Required Folder
Newly created folder name
appears in Folder List
Select Items
required.
Select required
folder name from
drop down. Click
‘MOVE’
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Premier Farnell eProcurement
V1.10
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10.2.3. Add Items to Shopping Basket from a Favourites Folder
To add a multiple of the whole contents
(i.e. a ‘kit’), enter the quantity required
and check the ‘Select’ box. Click ‘ADD
TO BASKET’ and each line quantity will
be multiplied by the entered quantity and
added to the basket with a single click
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Premier Farnell eProcurement
V1.10
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To add individual items to the
Shopping Basket from a Favourites
Folder, expand folder contents by
clicking on Folder Name
Update quantity as required
and select the desired lines
Click ‘ADD TO BASKET’
10.2.4. Update Folder Contents
Expand folder contents by
clicking on Folder Name
Update quantity as required
and select the desired lines
Click ‘SAVE QUANTITIES’
Onecall Punch Out User Guide
Premier Farnell eProcurement
V1.10
Page 16 of 16
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