www.AdvanceCommercial.com Customer User Guide January 2013

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www.AdvanceCommercial.com
Customer User Guide
January 2013
January 1, 2013
Page 1
Table of Contents
Section
Page
1. How to Login…………………………………………………………………….4
2. Navigating the Main Menu…………………………………………………….6
3. Using the Part Catalog………………………………………………………...8
4a. Choosing Parts………………………………………………………….…….9
4b. Choosing Parts: Text Box Search………………………………….…….11
4c. Choosing Parts: Shop Supplies…………………………………………..12
4d. Choosing Parts: Parts Interchange………………………………………13
5. Placing an Order……………………………………………………...……….16
6a. Reviewing and Submitting an Order: Shopping Cart…………...…....17
6b. Reviewing and Submitting an Order: Payment and Order Review...19
6c. Reviewing and Submitting an Order: Order Confirmation………..…21
7a. Saving an Order………………………………………………………...……22
7b. Retrieving a Saved Order……………………………………………..……23
7c: Printing a Saved Order/Quote……………………………………………..25
8. Viewing Order History………………………………………………………..26
9. Viewing Reports ……………………………………………………………....27
10a. How to Create a New Account User ..…………………………………..28
10b. Password Reset…………………………………………………………....29
10c. Account Details………………………………………………………….…30
11a. Features: Hide Cost “Customer Review”………………………..........31
11b. Features: Product Promotions..…………………………………….…..32
January 1, 2013
Page 2
12. Contact Us Page……………………………………………………………..33
January 1, 2013
Page 3
Section 1: How to Login
When you login to CWS you will
automatically be logged in all day. You
will have to explicitly log out by clicking
on the “Sign Out” link within CWS if you
do not wish to remain logged in all day.
You are able to select Spanish from the
footer of the Login Page which will activate
Google Translate for site wide translation.
Your User Name and Password will be provided by your Advance Auto Parts Commercial Account
Manager.
Step 1:
Enter the CWS (Commercial Wed Shop) URL of www.advancecommercial.com and add to
‘Favorites’ and Desktop for future reference:




Step 2:
Right click on screen
Add to Favorites
Right click on screen again
Create Shortcut (adds icon to desktop)
Login with your Username and Password (to create a new account user, see Section 10).
ADVANCE PROVIDED USERNAME and PASSWORD
USERNAME:_____________________________________
PASSWORD: _____________________________________
CUSTOMER GENERATED USERNAME AND PASSWORD
USERNAME:______________________
January 1, 2013
PASSWORD: _____________________________________
Page 4
If you have forgotten your password, click on the “Forgot Your Password?” link on the login page (circled
below) and you will be led to the screen on the right. Once you hit “Submit Request”, an email will be
forwarded to Technical Support for a password reset request and an email will be sent directly to the
account holder if an email address is on file.
The Password emailed to you or provided by Technical Support is a temporary Password. Once
you log in using that temporary Password, you will need to create a permanent one. Below are the
requirements regarding creating a Password:
Password:






Greater than 6 characters
Less than 64 characters
At least 2 alphabetical characters
At least 2 numerical characters
Case sensitive
Must not be the same as the Username
January 1, 2013
Page 5
Section 2: Navigating the Main Menu
Catalog Tab
Allows you to browse and shop for parts
Shop Supplies
Allows you to shop for front room products
Allows you to enter vehicle information using a menu or using VIN number
look-up that will be used for searching or browsing for a part.
Allows you to search for parts by category and subcategory (this button is
disabled until you select vehicle year, model, make and engine)
Presents the results of your parts search
When you enter a part number from one manufacturer, the system will display
a list of part numbers from other manufacturers that fit the same application
that are available to order.
Pick Vehicle
Pick Parts
Search Results
Parts Interchange
Orders Tab
Saved Quotes
Order History
Allows you to view previous order detail and process reports
During the “Reviewing and Submitting an Order” process, you will have the
option to “Save for Later” and name the quote. This is where you will be able
to view your Saved Quotes.
The Order History tab allows you to view your order history for orders placed
using CWS, including order number, account number, order date, current
status, and a link to view order details.
The Reports tab allows you to view or print out the reports listed below over a
specified date range:
Reports


January 1, 2013
Report by Orders - Displays order details (Order number, Payment
Method, Status) by status over a specified time frame
Report by Vehicle - Displays orders by vehicle type over a specified
timeframe
Page 6
Admin Tab*
Users
Account Details
Allows you to manage CWS users and view payment details
Search for existing users, edit details on an existing user, delete an existing
user, or create a new user
Displays payment type, cardholder name, payment number, payment
expiration date, Primary Store, and Network
*Note: Only users who have administration privileges will see the “Admin” tab.
January 1, 2013
Page 7
Section 3: Using the Part Catalog
1
2a
.
Pick Parts
Search for part by entering keyword,
phrase, part number (here) OR search by
specific vehicle OR VIN # (see below)
2b
.
For a VIN # search, type the
complete number here.
Step 1:
Select the Pick Vehicle tab
Step 2a: To resume a previous search, select the desired vehicle from the Previous Vehicles column.
Saved vehicles will be shared across an account (versus by individual users). Quickly access
saved vehicles from any machine, regardless of user.
Step 2b: For a new search, select the Year, Make, Model and Engine of the vehicle under Vehicle
Selection
Note: After you have selected the vehicle, you will be automatically directed to the Pick Parts tab.
January 1, 2013
Page 8
Section 4a: Choosing Parts
a
2
1
3
2
a
Step 1: Select part by Category, Project, or Product Line from drop down menu (you will be able to
select multiple sub-categories while browsing):
January 1, 2013
Page 9
Step 2: Review the list of parts displayed in the Parts Search Results window. On this page, you are able
to change the active vehicle if you desire.
Step 2a: Click on “Quick View” to view a product picture, along with an Overview, Specs, and Application
Data summary. Hover over the image to zoom in on the product picture. You may also print out a paperfriendly formatted version of the Quick View window, containing all pertinent information about that part.
Step 3:
Review the availability of each part listed, displayed in 3 columns: Primary Store, Network, DC
Primary Store: Number of parts available your Primary AAP Store
Network:
Number of parts available in other nearby AAP Stores
DC:
Number of parts available at an AAP Warehouse
When you hover over any of the three headings in the “Availability” column, you will be able to see which
Store name and Store number your parts are coming from (Example: “Servicing Your Part From:
Williamson Road 2520”).
Note: If pricing is not available due to connectivity issues "N/A" will be displayed under List and Unit Price.
Please call your local Store to confirm pricing. This message will only appear if there are connectivity
issues to the Primary Store.
In addition, from the Pick Parts tab, you can change the active vehicle and search using a new vehicle and
view the results regardless of fitment (a).
January 1, 2013
Page 10
Section 4b: Choosing Parts: Text Box Search
a
c
b
When you conduct a text or keyword search from the Catalog/Pick Vehicle tab (a), you are presented
with the search results page pictured above. On the search results page you may refine your results
by Category, Subcategory, or Brand (b).
In addition, you can change the active vehicle and search using a new vehicle or remove the vehicle
altogether and view the results regardless of fitment (c).
January 1, 2013
Page 11
Section 4c: Choosing Parts: Shop Supplies
Search for products such as oil, batteries and shop rags here.
January 1, 2013
Page 12
Section 4d: Choosing Parts: Parts Interchange
1
When you enter a part number from one manufacturer, the system will display a list of part numbers from
other manufacturers that fit the same application that are available to order.
Step 1: Enter a part number and click SEARCH FOR INTERCHANGE PARTS.
2
Step 2: Select manufacturer from a drop-down box (if multiple manufacturers exist for a given part
number) and click SEARCH FOR INTERCHANGE PARTS.
January 1, 2013
Page 13
b
a
View the compatible parts with the entered part number and manufacturer combination. You may add the
product(s) directly to your Shopping Cart by clicking on “Add to Cart” (a). Additionally, you may click on the
“Start Over” link to begin a new parts interchange lookup (b).
c
If there is no matching manufacturer found for a part number entered you will see an error message (c).
January 1, 2013
Page 14
d
If we do have the part number and manufacturer information but Advance does not carry the parts
compatible with the given part then the customer will see a different error message (d).
January 1, 2013
Page 15
Section 5: Placing an Order
3
4
1
2
Step 1:
In the Quantity column, enter the required quantity of the desired part (default number is “1”)
Step 2:
Select the Add to Cart button to add the parts to your shopping cart (there is an “Add to Cart”
button on each line for each product that displays within the Parts Search Results area)
Step 3:
To view the items in your cart or checkout, select the Shopping Cart icon located in the top right
corner of the screen
Step 4:
If finished shopping and ready to checkout, select the Checkout button located in the top right
corner of the screen
January 1, 2013
Page 16
Section 6a:
Reviewing and Submitting an Order:
Shopping Cart
6
2
1
5
4
6
3
Step 1:
To remove items from the shopping cart, select the X Remove button
Step 2:
To change the quantity of an item within the shopping cart, click within the “Qty” box, change the
number and select the Update button
Step 3:
If you are a Core Banking customer, you will see a Core Charge Summary. If you are not a Core
Banking customer, the charge is presented in line with the Unit Price.
January 1, 2013
Page 17
Step 4:
To save the order for later, select the Save for Later button (see Section 7 for details)
Step 5:
Click on the Continue Shopping button to be redirected to the “Pick Parts” page or whatever
page you were on prior to selecting Continue Shopping
Step 6:
If finished shopping and ready to checkout, select either of the Checkout buttons from the
“Shopping Cart” window, this will open the “Payment Selection Order Review” window
January 1, 2013
Page 18
Section 6b:
Reviewing and Submitting an Order:
Payment Selection Order Review
When you click the Print
Page link, your order
details will print exactly as
displayed on this page.
2
4
3
6
1
5
Step 1:
6
From the Payment Selection Order Review window, review the order details to ensure all
entries are correct
January 1, 2013
Page 19
Step 2:
Choose your Payment Type* from the drop down menu.
Payment options:
 COD (Cash on Delivery)
 Credit cards
Step 3:
Add the Purchase Order Number
Step 4:
You may type comments within the Additional Comments text box if applicable.
These comments will be routed directly to your Commercial Parts Pro at your Advance
Auto Parts Store.
Step 5:
If you need to return to your Shopping Cart for any reason, select the Return to Cart button
Step 6:
When ready to place your order, select either of the Submit Order buttons
*Note: Payment type can only be by credit card or COD. No partial payments are accepted.
January 1, 2013
Page 20
Section 6c:
Reviewing and Submitting an Order:
Order Confirmation
1
Step 1: Once submitted the Order Confirmation window will appear with all order details
2
Step 2: You may choose to Continue Shopping from the Order Confirmation window. This will lead you
back to the Pick Vehicle page.
January 1, 2013
Page 21
Section 7a: Saving an Order
2
1
When the Save for Later button is selected
a pop-up window will allow you to name the
quote by entering a name and description.
Step 1:
To save an order for a later time without submitting, select the Save for Later button located on
the Shopping Cart window
Step 2:
In the pop up box, enter a Name and Description for the quote and select the Save for Later
button in the pop up window when complete
2
January 1, 2013
Page 22
Section 7b: Retrieving a Saved Order
1
2
3
b
3
a
5
Step 1:
Select the Orders tab from the main menu
Step 2:
Select the Saved Quotes tab and choose a saved quote from the list or search for saved quote
Step 3a: To open a saved quote, select the View/Edit link next to the desired order (to modify saved
quotes: remove parts, change quantity, etc.)
Step 3b: To delete a saved quote select the Delete link next to the desired quote

January 1, 2013
Quotes are saved permanently until the order is placed or quote is deleted
Page 23
Step 4:
To edit a quote (change quantity or delete items) use the controls in the Edit Your Saved Quote
window
4
5
5
Step 5:
To add saved parts from a quote to the shopping cart, check the desired parts then click Add to
Cart or + Add All to Cart
January 1, 2013
Page 24
Section 7c: Printing a Saved Order/Quote
Under Orders/Saved Quotes, you can print out a paper-friendly formatted version of a saved quote by
clicking on the Print Page link as illustrated in the diagram below.
The printout will look like the following:
January 1, 2013
Page 25
Section 8: Viewing Order History
1
2
3
The Order History tab allows you to view your order history for orders placed using CWS, including order
number, account number, order date, current status, and a link to view order details.
Step 1:
Select the Orders tab from the main menu
Step 2:
Select the Order History tab and view the list of Saved Quotes below
Step 3:
Search for orders by:




Order Number
Order Status
Part number
Date range
Step 4: View list of orders from search and click on Review Order Details link to see more details about a
specific order
4
January 1, 2013
Page 26
Section 9: Viewing Reports
The Reports tab allows you to view or print out the reports listed below over a specified date range:

Report by Orders – Displays order details (Order Number, Payment Method, Status) over a
specified time frame

Report by Vehicle - Displays orders by vehicle type over a specified time frame
January 1, 2013
Page 27
Section 10a: How to Create a New Account User
To create a new user, you must login using the administrator Username and Password provided by your
Advance Auto Parts Commercial Account Manager.
1
2
Step 1:
Click “Users” tab
Step 2:
Select Create New User button
Step 3:
Enter data into each field below:


Step 4:
Use your
administrator’s Login
Name and Password
and confirm
Password.
3
Select “Account
User” in the dropdown menu labeled
Security Roles
Select Save Changes button
4
Please reference Section 1 for Username and Password requirements.
January 1, 2013
Page 28
Section 10b: Password Reset
You may reset your Password if you log in with the original credentials assigned to you by your Advance
Auto Parts Commercial Account Manager.
1
Step 1:
Click Edit link
2
Step 2:
Edit the new password (please reference Section 1 for Password requirements).
January 1, 2013
Page 29
Section 10c: Account Details
The Account Details tab displays the primary method of payment: COD, Advance Auto Parts charge
account, or VISA. The tab also displays cardholder name, payment number, payment expiration date,
Primary Store, and Network.
January 1, 2013
Page 30
Section 11a: Features: Hide Cost “Customer Review”
The hide cost Customer Review option is located within the footer at the bottom left hand side of
the Pick Parts, Shopping Cart, and Payment Selection Order Review screens.
Once Customer Review is selected, the Unit Price is hidden from view, leaving only the List Price in view.
To display the
Unit Price again,
simply select
Customer
Review again.
Customer
Review will reset
once you visit a
new page (in
other words, the
Unit Price will appear again).
January 1, 2013
Page 31
Section 11b: Features: Product Promotions
Review the site often for product promotion information, in addition to tips on how to navigate
CWS. You can find this type of information on the Login Page, along with the top and bottom of
most pages once you login.
January 1, 2013
Page 32
Section 12: Contact Us Page
The Contact Us link is at the bottom right hand corner of each screen and includes the toll-free number
and email address for our Customer Service/Technical Support Team.
January 1, 2013
Page 33

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