PartnerPortal

Support at your Fingertips

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Table of Contents

Accessing the Portal pg. 3

PartnerPortal User Settings pg. 4

Placing an Order pg. 4-5

Wish List pg. 6

Pricing pg. 7

Submitting an Order pg. 7-8

Order Management pg. 9

Lead Management pg. 10-15

Cart Document pg. 15

Warranty and Terms / Conditions pg. 16-17

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How to Access the PartnerPortal

1. Visit the secure METTLER TOLEDO PartnerPortal

website at: https://us-partner.store.mt.com/login

You can access the PartnerPortal using any computer, tablet, or mobile device with an

Internet connection. You may want to bookmark this site for easy access in the future.

2. Enter your user ID and password then

click the Login button.

If you had a legacy eStore username and

password, it will not work in the new PartnerPortal.

A new username will be emailed to you. The email

will include a link to request a password.

If you forgot your password, select the "Forgot

Password" option at the login screen and enter the

email address associated with your legacy profile.

You will receive an automated email with

updated credentials.

If you are a new user, ask your organizations

Service Manager or Office Manager to contact

METTLER TOLEDO at us.partner@mt.com.

Once access has been granted, your username and temporary password will be emailed to you.

After you log on, you will see the main PartnerPortal homepage.

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PartnerPortal User Settings

1. Creating a New User or Deleting an Existing Profile

For users who are new to the PartnerPortal, have your organization's Service Manager or

Office Manager request a new user profile at us.partner@mt.com. Please provide the

access type the user should have.

For users who are no longer part of your company, have your organization's Service Manager or Office

Manager contact us.partner@mt.com and request the user account be deleted.

2. Account Settings

How do I change my account settings?

Click on your name displayed in the upper right hand

corner of the screen.

Then, click "My Account."

Shared Email Addresses

What if company employees all use the same

generic e-mail address?

Each user account requires a unique email address.

3. Multiple Locations

Our company has multiple offices, how can I view all transactions or leads?

If your organization has multiple sales/service offices, you can request expanded access to view

transactions for multiple locations. However, only one location can be selected during each login

session. You will need to log out and log in again to select a different location. To enable

expanded access, place a request using the "Contact Us" button.

Placing an Order

How to place an order

1. Search by Product Number

Enter the item number in the "I'm Looking For"

box in the top right hand corner

Select the item you want to purchase

Enter the quantity

Add the item to your cart

Go to cart for checkout or continue shopping

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2. Search by Product or Spare Parts drill down

Select the Products box

Select the Product family for the item

you wish to purchase

On the Product Page on the left hand side there are

Facet Filters.

Facet Filters will allow a user to narrow the search

fields.

Or scroll through the list of products to find the

item you wish to purchase.

Once you find the item, enter the quantity

Click "Add to Cart"

Go to cart for checkout or continue shopping

3. Quick Order

As a frequent and experienced user, you can speed up

your ordering by using our Quick Product Entry

functionality:

Manual entry:

Enter item number and quantity separated by a number

sign (#), space, or comma

Press Enter to add the next item on a new line

Click 'Add to Cart'

Go to cart for checkout or continue shopping

Using an Excel File as source:

List the item numbers you want to add to cart on Column 1 and maintain respective quantities in

Column 2

Copy and paste into Quick Order Entry

Click 'Add'

Go to cart for checkout or continue shopping

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Wish List

1. How to create a Wish List

If you order the same product(s) for a customer throughout the year, a Wish List can be created to store

the product to use on future orders.

To create a Wish List, go to List in the upper right

hand corner

Select Create new Wish List

Select type of List (Private or Public)

Enter Wish List Name

Save

Once the Wish List is created, go to Public List

Select the Wish List Name to add product(s) to Wish List

Under the Quick Product Entry

Enter the product(s) numbers and quantity to add to the list

Select the Add button

Once the product is added to the Wish List, you can

add it the cart and submit an order

2. Placing an order from a Wish List

Go to the List icon in the upper right hand corner

Select the Wish List you wish to order

Click on the Add to Cart icon

Go to the Cart to complete the order

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Pricing

1. Pricing

As a PartnerPortal user, how can I access account-specific pricing?

Once you have logged in, your pricing should reflect all static agreements and discounts

associated with your account.

Some limited-time promotions may require you to specify a campaign code or other information

when placing your order.

Questions concerning pricing should be directed to the appropriate Order Entry team.

Submitting an Order

1. Checkout

At checkout, what should I add to the ‘Your Reference’ field?

Purchase Order number (if paying by purchase order), or

Company Reference number (if paying by credit card).

2. Payment

What are my payment options?

Purchase Orders and Credit Cards are accepted through the PartnerPortal.

3. Quick Order

How do I use the Quick Order entry box?

For instructions on how the use the Quick Order entry box, click the blue "i" icon at the top of the

box or see answer 3 under Placing an Order.

4. Can I ship to a customer?

When checking out, you can change the delivery address of where the item is to be shipped. A list

of customers can be found by selecting the change button in the delivery address box. If the

customer is not found, you can enter a new one by selecting the Specify new Shipping Address.

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5. Shipping Label Format

What fields print out on the shipping label?

The shipping label prints in the format as shown below. The only field which is not present on the

shipping label is Company Name 3. This field will only be shown on the order confirmation;

therefore, it should only be used for your internal reference.

Company Name 1

Company Name 2

Address Line 1

Address Line 2

Address Line 3

City, State Zip Code

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6. Shipping Method

What shipping options are available?

Shipping options vary depending on product.

Daily order cutoff times exist for each shipping method (see next

section for specifics).

Only one shipping method may be selected for an entire order of

in-stock products. If you wish to ship portions of your order using

different methods, please submit separate orders.

See Terms and Conditions for complete details.

What are the daily cutoff times for each shipping method?

UPS:

6:00 PM EST for items shipping via ground: orders should be submitted no later than 5:45

PM EST

7:00 PM EST for items shipping via priority method (NDA, 2nd day, etc.): orders should be

submitted no later than 6:45 PM EST

FedEx:

3:00 PM EST for items shipping via ground: orders should be submitted no later than 2:45

PM EST

6:00 PM EST for items shipping via priority method (NDA, 2nd day, etc.): orders should be

submitted no later than 5:45 PM EST

LTL:

3:00 PM EST for same-day shipping: orders should be submitted no later than 2:45 PM

EST

"Request consolidated delivery": what does this mean?

"Request consolidated delivery" is an option in the Shipping Method box. When selected, this

notifies METTLER TOLEDO that you prefer all items to ship in the same delivery if possible. Please

note that this is not a guarantee of consolidated delivery. For items that are shipped from different

locations, it may not be possible to consolidate all packages, in which case you will receive

multiple deliveries.

7. Carrier Collect Numbers

Can I use my Carrier Account number?

You may store collect account numbers by navigating to 'My Account' then 'Address Book'.

Select the Carrier's Collect Numbers tab.

In the drop down box, select the carrier and delivery time frame, and add your collect number

account number.

Save

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Order Management

1. Order Confirmations

When/how will I receive my order confirmation?

You should receive an order confirmation shortly after placing your order. If you have not received

a confirmation within 1 business day, please call the appropriate Order Entry team.

2. Tracking

How do I track current orders?

Locate your order in the order history (see above) and view the order details for Tracking

information.

3. Order History

How do I view my order history?

Order History is available within the "My Account" section.

Click the link located at the upper right corner on the home screen.

You can also access your sales / service office order history

by selecting the order history quick search.

Enter the Order Confirmation number in the Enter Reference box

Or select the appropriate order history date to see

a list of orders.

4. Order History / Transactions

How can I view transactions from multiple users within my company?

Order History reflects all transactions associated with your sales/service office.

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Lead Management

1. Receiving Leads

How do I know I have received a lead?

Lead email notifications will be sent to your organizations coordinator(s).

The coordinator will be responsible for assigning the lead to the appropriate

sales rep.

On the homepage of the Portal, the leads dashboard

provides a simple overview of all new leads and

leads that have been converted into opportunities

but have not been closed.

2. Accepting Leads

How do I accept and assign a lead?

To assign the lead, click on the Details box of the lead you wish to assign.

In the Assigned to box, click the down arrow to select the appropriate sales rep (or coordinator) the

lead should be assigned to.

To send a new lead email notification to the sales rep, select the Send e-mail notification box.

Select the Assign box next to the sale reps name.

The lead has now been assigned to the sales rep.

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Once the lead is assigned, the coordinator or sales rep will need to accept or reject the lead. If the

lead is accepted, the coordinator or sales rep will need to complete all mandatory fields under the

Opportunity Details and select update status. This step must be completed in order to export the

lead information (see CRM Tools).

3. Rejecting Leads

What if the lead sent is not for my PAR or there is no current

opportunity?

When you reject the lead, you will be prompted to enter a reason

why.

Once a lead is rejected, the lead will be removed from your list.

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4. CRM Tools (ex: salesforce, Sage, Act!)

We use a CRM tool for leads tracking and management. Will we have to manage leads in two

systems?

There is an option to export leads and import lead updates under the Mass Updates tab in the

Leads Dashboard. The coordinator must have accepted the leads first before the file can be

exported.

There is a .csv format file that can be downloaded that can be used to import the leads into your

system.

5. Adding Product(s) to a lead

After a lead has been assigned to a Sales Rep and Accepted, you can add product(s) to a lead.

Under Opportunity Items, click on Add Products

It will take you to the main page and an alert that "You are in the Lead Management Mode. Items

will be added to the selected opportunity only. Some actions are not available, CLICK HERE to exit"

Go to Product and search for the product you wish to include in the lead.

When the item you wish to add to the lead is available, click on quantity and the Add button

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A message of "Product Added Successfully" will appear on the screen.

When all product(s) have been added, go to CLICK HERE to exit.

The product(s) will be included in the lead.

The down arrow with the line underneath, located in the right corner of Opportunity Item can be

clicked on to download a copy of the product information.

6. I need to close a lead (as won, lost, or if the lead is no longer active), how do I close it?

To close a lead in the PartnerPortal, go to the In Process Leads and select the lead you need to

close.

In the sales stage, select Close Sale.

Scroll to the bottom of the lead to Options

Click the radio dial next to the status you wish to select

Click in the corresponding Reason drop down box and select the reason

Verify the sales amount is correct.

Click "Save" to close the lead.

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Closed Opportunity should be used for leads that are now inactive – project stopped by customer or

stopped by MT.

Cart Document

1. Is there an option to create a Quote?

There is no option to create a Quote in the PartnerPortal.

There is an option to download a Word document with the products and standard pricing in the

Cart page. This information can be updated to include as part of a quote.

Once all the products are in the cart, go to the Cart Document section

and click download.

A Word document will open with the product description, material

number, quantity and standard price. The document also includes a

picture of the product and product specifications.

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Warranty and Terms/Conditions

1. Submitting Warranty Claims

How do I submit a warranty claim?

From the "My Account" menu, click the "Warranty Claims" box to view the online claim submission

form.

2. Reference Numbers on Claims

When submitting a warranty claim, the number(s) that I entered for the serial number, product

number, or sales order number is not working—or I do not have this number. What do I do?

Contact warranty@mt.com for assistance.

3. Warranty Terms and Conditions

Where can I view the warranty terms and conditions?

The terms and conditions can be found at the following website:

http://www.mt.com/us/en/home/site_content/legal/commercial_terms/US_ConditionsOfSale_RET_IN

D_LAB.html

Scroll down to section 10 for information on warranties.

4. Rejected Claims

My claim has been rejected. Why?

Rejection reasons notes can be found in the warranty claim under Approval Comments. For

additional clarification, contact the warranty team at warranty@mt.com.

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5. Returns and Credits

Why can't I receive credit through warranty for return of a defective product?

Product and parts are handled by order entry and have different requirements for crediting. To

request an out of box failure contact mtccustomerorderservice@mt.com or call 1-800-METTLER for

assistance.

6. Shipping Labels

Can I be issued a shipping label for return of defective parts?

Warranty does not issue return labels. The person or group initiating the claim will need to cover

the cost of return shipping upfront. However, credit can be requested for freight cost associated with

a claim/return.

7. General Warranty Questions

Who can I contact for general warranty questions?

All questions regarding warranty should be submitted to warranty@mt.com