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Terex eCommerce · PDF fileTerex Training Manual Terex eCommerce Terex eCommerce Published: 03...

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Terex Corporation

Terex eCommerce

Training Manual

Terex Corporation

Terex eCommerce

Training Manual

Helping improve the lives of people around the

world and providing solutions to our Machinery and

Industrial Product customers that yield superior

productivity and return on investment.

COPYRIGHT

2011 Terex Corporation. All rights reserved. No part of this manual may be

reproduced, transmitted, transcribed, stored in a retrieval system or in electronic

format, or translated into any other language in any form or by any means without

the written permission of Terex Corporation.

TRADEMARKS AND ACKNOWLEDGMENTS

Oracle and UPK are registered trademarks of Oracle. Other products mentioned

are trademarks or registered trademarks of their respective companies.

Terex eCommerce 03 August 2018

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page i

Table of Contents How to Use this Manual ....................................................................................................1

Course Topics .....................................................................................................................3

Terex eCommerce ...................................................................................................................... 5

Getting Started ........................................................................................................................... 6

Welcome Page .......................................................................................................................... 7

Login and Brand Selection ..................................................................................................... 13

Navigation .............................................................................................................................. 16

Account Administration ......................................................................................................... 22

Item Inquiry ............................................................................................................................. 29

Item Search ............................................................................................................................ 30

Parts Look Up ........................................................................................................................ 44

Order Creation ......................................................................................................................... 49

Quick Order Entry .................................................................................................................. 50

Bulk Item Upload ................................................................................................................... 54

Custom Colored Parts ............................................................................................................ 61

Programmable Parts ............................................................................................................... 67

Cart Management ................................................................................................................... 76

Order Copy (Reorder) ............................................................................................................ 82

Schedule Order ....................................................................................................................... 85

Order Check Out .................................................................................................................... 93

Order History ....................................................................................................................... 105

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 1 of 109

How to Use this Manual

This manual is intended to help individuals become familiar with Terex eCommerce

functions. Each topic includes the detailed steps necessary to complete a process.

Icons

The following icons are used throughout this manual:

Icon Description

Provides a conceptual description for a process, task, system

capability, or system feature.

Defines essential terminology or provides a table of screen

field descriptions.

Highlights a useful piece of information.

Provides a tip for using the screen or incorporating job tasks

with the process.

Indicates an area where a team member should use caution.

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 3 of 109

Terex eCommerce

Course Topics

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 5 of 109

Terex eCommerce

This course demonstrates how to utilize functionality found in the Terex eCommerce

website and associated store.

After completing this course, you will be able to:

Login

Navigate

Administrator accounts

Search for and look up parts

Create and schedule orders

Manage carts

Review order history

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 6 of 109

Getting Started

This lesson details foundational elements of the Terex eCommerce website.

After completing this lesson, you will be able to:

Login

Navigate the website

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 7 of 109

Welcome Page

Procedure

The following frames introduce the "Welcome Page" of the eCommerce website.

Step Action

1. Landing Page: The first page shown where login credentials are provided.

Terex Training Manual

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Step Action

2. Hover over Language list.

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Step Action

3. Select the desired language from drop down list.

For the purposes of this training simulation, "English" will be utilized.

Step Action

4. If a password has been forgotten, the "Forgot Password?" link may be used to

reset it in a self-managed fashion.

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 10 of 109

Step Action

5. The Contact Us button may be used to display a list of ways to get in touch

with Terex representatives.

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Terex eCommerce Published: 03 August 2018

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Step Action

6. Helpful Links: Additional links that may be useful while on the website.

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Step Action

7. This completes the introduction to the "Welcome Page" of the eCommerce

website.

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 13 of 109

Login and Brand Selection

Procedure

The following frames introduce the "Login and Brand Selection" functions on the

eCommerce website.

This procedure begins on the eCommerce landing page.

Step Action

1. First, the simulation will cover the login process.

Enter the desired information into the email address field.

For the purposes of this training simulation,

enter "[email protected]".

2. Enter the desired information into the password field.

For the purposes of this training simulation, enter "terex2018".

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Step Action

3. Click the log in button.

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Step Action

4. Brand Selection: For the purposes of this training simulation, a few brands

are visible, but visibility will vary based on available access.

5. Select Terex Cranes.

6. Click the Log Out link.

7. This completes the procedure on "Login and Brand Selection" from the

eCommerce website.

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 16 of 109

Navigation

Procedure

The following frames introduce "Navigation" of the eCommerce website.

This procedure begins on the main eCommerce page after login.

Step Action

1. Hover the cursor over the brand menu currently showing "Cranes".

Terex Training Manual

Terex eCommerce

Terex eCommerce Published: 03 August 2018

Page 17 of 109

Step Action

2. For the purposes of this training simulation, a few brands are visib

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