click2license reseller guide - a1920.g.akamai.neta1920.g.akamai.net/f/1920/1078/8h/ · 7...

Click2License Reseller Guide

Step-By-Step Reference Guide

S A L E S T R A I N I N G P A R T N E R E D U C A T I O N S E R V I C E S

(Page left intentionally blank)

Table of Contents

INTRODUCTION................................................................................................................................3 USING THIS REFERENCE GUIDE....................................................................................................................4 WHAT IS CLICK2LICENSE? .........................................................................................................................5 NAVIGATING TO THE CLICK2LICENSE PAGE .....................................................................................................7

ADMINISTRATION............................................................................................................................8 GETTING STARTED: ADMINISTRATION–PRICING SCHEMES ..................................................................................8 GETTING STARTED: ADMINISTRATION–END USER MANAGEMENT ........................................................................11 ADVANCED ADMINISTRATION–END USER MANAGEMENT–EDITING PERSONAL END USERS ACCOUNTS ............................13 GETTING STARTED: ADMINISTRATION–PROFILE MANAGEMENT...........................................................................16 GETTING STARTED: ADMINISTRATION–RENEWALS AND INSTALLMENTS EMAIL NOTIFICATION RECIPIENT LIST .................18 ADVANCED ADMINISTRATION–END USER REGISTRATION REFERRAL .....................................................................22 GETTING STARTED: ADMINISTRATION–P.O. ASSIGNMENT TERMS AND CONDITIONS ................................................25

GETTING STARTED: ADMINISTRATION–COLLECTIONS ................................................................26

ORDER ENTRY.................................................................................................................................28 EXPERT ENTRY......................................................................................................................................28 GUIDED ENTRY .....................................................................................................................................30 PRODUCT SEARCH..................................................................................................................................33

ORDER STATUS ...............................................................................................................................36 ORDER STATUS .....................................................................................................................................36

REPORTS.........................................................................................................................................38 REPORTS–ORDER HISTORY REPORTS ..........................................................................................................38 REPORTS–REFERRAL FEE REPORTS.............................................................................................................40

RENEWALS......................................................................................................................................42 RENEWALS...........................................................................................................................................42

SHOPPING CART & SUBMITTING ORDERS.....................................................................................44 CART .................................................................................................................................................44

QUOTES...........................................................................................................................................47 ADDING QUOTES ...................................................................................................................................47

SAVED QUOTES ...............................................................................................................................50 SAVED QUOTES.....................................................................................................................................50

DO NOT DISTRIBUTE OR COPY WITHOUT THE EXPRESS WRITTEN PERMISSION OF INGRAM MICRO.

1 Click2License Reseller GuideRev. 05/25/04

HELP................................................................................................................................................52 HELP..................................................................................................................................................52

LOGOUT...........................................................................................................................................53 LOGOUT..............................................................................................................................................53

APPENDIX .......................................................................................................................................54 APPENDIX............................................................................................................................................54 GETTING ADDITIONAL HELP .....................................................................................................................55



Introduction

Introduction The following are the topics in this chapter:

Using This Reference Guide

What is Click2License?

Navigating To The Click2License Page



Using this Reference Guide

Purpose For ease of reference these notes have been designed to illustrate how to execute commands using

both the mouse and the quick keys via the keyboard. Symbols will be used to display both

alternatives, along with exercises, tips and warnings.

Symbols Commands and symbols will be indicated as follows:

Mouse

Keyboard

Exercise

Tip ☺

Warning

Note All Rights Reserved. No part of this material may be reproduced or transmitted in any form or by any

means, electronic or mechanical, including photocopying, recording or any information storage and

retrieval system, without written permission of Sales Training Partner Education Services, Ingram Micro

Inc.



What Is Click2License?

Introduction

♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦

♦ ♦ ♦ ♦

♦ ♦ ♦ ♦

♦ ♦ ♦ ♦ ♦

What does the Click2License site allow you to do? The Click2License site allows you to: Place your volume license orders electronically Research your volume license orders electronically Generate reports of your purchase history Create and save carts to manage your purchases Allows you to order product from multiple vendors split on backend Automatically configures order based on vendor specific licensing rules Information is secured with your user ID and password New: License renewals management New: Reseller administration of End User pricing & preferences New: End User quoting New: Online referral fee reporting New: Installment (spread) payment options coming soonNew: PO Assignment (“agency”) coming soon

When do I use the Click2License Site? It is recommended that you utilize the Click2License site to place your licensing orders for the following manufacturers:

Adobe Citrix Computer Associates Executive Software

Filemaker Frontage Macromedia Microsoft

NAI/McAffee Novell Roxio Symantec Veritas

In Summary, here are the Features and Benefits of Click2Licnese 3.0: Features and Benefits Broadest Online Selection of Licensing Vendors & Programs One stop shop for licensing Expert Entry via Part Number and Quantity Increases order entry speed when part numbers are known Manufacturer or Ingram Micro part numbers Ideal for purchasing Guided Entry via Logical Drop Down Windows Walks new users through the license product search process Ideal for sales force users License Configurator Validates products added to the shopping cart to ensure quote accuracy Online Help and Licensing Program Overviews Accelerates the learning curve of new users Saved Shopping Carts Historical carts can be easily referenced for repeated use



Standardized licensing configurations can be saved for simplified quoting Improved Online Order Status and Tracking Provides access to the most current status for your customer's licensing orders Online delivery tracking numbers are available to assist with end user billing Downloadable Purchase History Reports Assists with licensing sales planning and business management Order Confirmation Emails to Resellers Notification of successful order entry End User Access to Reseller's Licensing Programs and Pricing Additional method to promote licensing to your end users without adding sales staff Flexible End User Pricing and Program Offering Reseller controls pricing and licensing programs offered to your end users Reseller's Logo Displayed on the Site Markets reseller's identity Powered by Ingram Micro co-branded site User Interface Developed for End Users Reduces the training and support needed by end users Easy navigation Create and Email Licensing Quotes Directly from Site Saves time and provides an online record of your quotes Flexible Quote Pricing Users can change reseller's default pricing at the quote header or at the line level End User Order Requests Online orders placed by end users for standard licensing products will be forwarded to the reseller via email As an option, licenses can be sold via a purchase order assignment (referral) model Quote Review by Partners Desk Upon request, the Partners Desk can review quotes created online providing additional accuracy License Renewals Tracks Renewals Regardless of Order Entry Method Tracks Re-occurring Installment Billings Email Notification of Upcoming Renewals Online Renewal and Installment Search and Reporting Place Renewal Orders from Notification Emails, Online Reports, or Quotes Renewal Notification Preferences Flexibility in choosing whether to receive renewal notifications by email or to review renewals online



Navigating to the Click2License page

Introduction To access Click2License first log into www.ingrammicro.com using your current Web ID and Password.

If you do not have a ingrammicro.com logon, please contact ECS Monday through Friday, 8:00am –

8:00pm at 800-616-4665, option 2 Speak with an eComm Rep, then option 2 Website/CAPS

Procedure To access Click2License after logging into www.ingrammicro.com

Step Symbol Action Result

1 Click on the Click2License tab on the

top navigation bar.

Displays the Click2License page

xample EStep 1



http://www.ingrammicro.com/

http://www.ingrammicro.com/

Administration

Getting Started: Administration–Pricing Schemes

Introduction One of the first tasks you need to undertake is to set up your company’s default End User pricing

scheme, where you can set up pricing schemes for End Users and End User groups. This section will

cover that process in detail.

When would a reseller do this? Once when they first come to the site. And anytime they would need a

pricing scheme different than the default.

Mark Up %–If the cost is known and the percentage markup is known, the sale price is the original cost

plus the amount of markup. For example, if the original cost is $4.00 and the markup is 25%, the sales

price should be $4.00 + $4.00*25/100 = $5.00.

A faster way to calculate the sale price is to make the original cost equal to 100%. The markup is 25%

so the sales price is 125% of the original cost. In the example, $4.00 * 125/100 = $5.00.

Margin %-The margin percent (Margin %) is the percent difference between what you paid for an item

(cost) and its selling price. If you change the cost or price, the Margin % will change. Likewise, if you

edit the Margin %, the price will change.

% Off List-This is a price off of list. For example, if the list is $4.00 and the % Off List was 25%, then

you’d have $4.00 – ($4.00 * 25%) = $3.00. ($4.00 – $1.00 = $3.00)

Procedure Setting Up Default End User Pricing


1 Go to Administration on the top

navigation bar

Displays Administration options page

2 Click on Pricing Schemes Displays Pricing Schemes page



3 Click on the Create New Pricing

Scheme button

Displays Pricing Schemes Information

page.

4

Enter Default in the Pricing Scheme

Name field, click on the Set as

Default checkbox, and click the Save

Changes button

Creates a Default Pricing Scheme

Note: only once pricing scheme may

be set as the default.

5 Choose a manufacturer from the drop

down box and click the View

Configuration button

Allows you to choose a manufacturer

and configure its Pricing Scheme

6 Select the pricing logic you would like

to apply and enter a Pricing Value

Example: Pricing Logic = Markup %,

Pricing Value = 10

Allows you to set Pricing Scheme as a)

Markup %, b) % Off List, or c) Margin

%

7

Repeat this process for all of the

license programs for the manufacturer

and click the Save Changes button

Example Step 1

Step 2

Step3



Step 4

Step 5

Step 6 Step 7



Getting Started: Administration–End User Management

Introduction One of the next tasks you need to undertake is to set up Personal End User Accounts, where you can

maintain End Users and End User groups. This section will cover that process in detail.

Two terms defined: Personal End Users are accounts setup by the reseller. Whereas, Registered End-

Users are when an End-User comes to the sited to setup their accounts.

Procedure Setting Up Personal End Users Accounts



navigation bar


2 Click on End User Management Displays End User Management page

3 Click Create a New Personal End

User Company to create a new

personal End User company.

Displays Add New Personal End User

Pricing page

4

Fill in the following information to

create a new personal End User

company, address, and contact.

Form is filled out with pertinent data.

See example Step #4 below.

5 Once you are finished, click Create

New End User.

Saves your New Personal End User

and brings you to a link to return to

home page

xample EStep 1



Step 2

Step 3

Step 4 Step 5



Advanced Administration–End User Management–Editing Personal End Users Accounts

Introduction Occasionally you may Edit Personal End User Accounts, where you can maintain End Users and End User

groups. This section will cover that process in detail.

Procedure Editing Personal End Users Accounts



navigation bar


2 Click on End User Management Displays End User Management page

3

To edit End User information, select

the End User by clicking on the letter

corresponding to the first letter of their

company name (use # if the first

character of the company is numeric).

In addition, you can search for End

Users by typing their company name

into the text box and clicking Search.

Displays Personal End Users Accounts

alphabetically

4 Click on desired company. In this

example, we’ve chosen the Acme, Inc.

account.

Displays End User Information

5

Use the drop downs to view the End

User company's addresses and

contacts. Use the links within each

section to add/edit/remove company,

address, and contact information.

Do not forget to cancel or save the

changes or additions you made.



Example Step 1

Step 2

Step 3

Step 4



Step 5

Click on links to either a) edit company, or b) remove company

Click on links to either a) edit address, or b) add new address

Click on links to either a) edit contact, or b) add new contact

Click on link to edit information



Getting Started: Administration–Profile Management

Introduction One of the next tasks you need to undertake is to set up Profile Management, where you an maintain

your logo and correspondence e-mail address. This section will cover that process in detail.

Procedure Profile Management allows you to View/update your company's logo and correspondence email address.



navigation bar


2 Click on Profile Management Displays Profile Management page

3 To add or change a logo displayed to

your company’s users and your

customers (End-User), please click

update logo or to remove a logo,

please click remove logo under the

corresponding logo you wish to

modify.

Displays update logo page or remove

logo confirmation screen depending

on which is chosen. Note, “unsecure”

means it will display in unsecured

areas of the site. “Secure” means it

will display on pages that are

“secure,” such as Credit Card.

4 Click update logo to update logo Displays Personalized Logo Page

5

To update your reseller logo, please

enter the web address URL where the

image is located. You may click

Preview to view how the logo will

appear on Click2License. Please click

Save when you are finished.



Note: Optimized logo size is 200 pixels

wide by 60 pixels high.

6

To update your email address for

correspondence, enter it in the field

below and click the Update Email

Address button.

This email address below will be used

to inform you anytime an end user

registers and selects your company as

their default reseller or whenever your

end users create online quotes for

your license offering.



Example Step 1

Step 2

Step 3 & 4

Step 5

Step 6



Getting Started: Administration–Renewals and Installments Email Notification Recipient List

Introduction One of the next tasks you need to undertake is to set up the Emails for Renewals and Installments

Notification Recipient List. Specify the recipients of email notifications for upcoming renewals and

installments.

A renewal is notification is an email notification of upcoming renewals. An installment email tracks re-

occurring Installment Billings.

Typically, a reseller will come to this section and setup the defaults. But a reseller can also setup

recipients at the program level as well.

Procedure Renewals and Installments Email Notification Recipient List



navigation bar


2 Click on Renewals and

Installments Notification

Recipient List

Displays Renewals and Installments

Notification Recipient page

3 To view the email notification recipient

list for license programs offered by a

manufacturer, select the manufacturer

from the drop down list and click View

Programs.

Displays selected manufactures email

notifications.

View Programs Default or

Manufacture page Edit Renewal and

Installment Email Notification

Recipients page.

4 Click Edit Notification Recipient

Lists you want to edit or update

Edit Notification Recipient Lists

displays

5

To add a new recipient, please enter a

valid email address and use the Add...





buttons to add the email address to

one or both lists. To remove an email

address from one or both lists, use the

Delete... buttons. Click Save

Changes when you are finished.


NOTE: Repeat for Default from the

Manufacturer drop down and click

View Programs.

6

To update the notification recipients

for upcoming renewals and

installments for a particular license

program, click Edit Notification

Recipient Lists.

Displays Edit Renewal And Installment

Email Notification Recipient page

7

To add a new recipient, please enter a

valid email address and use the Add...

buttons to add the email address to

one or both lists. To remove an email

address from one or both lists, use the

Delete... buttons. Click Save

Changes when you are finished.



Example Step 1

Step 2



Step 3

Step 4

Step 5

Step 6



Step 7



Advanced Administration–End User Registration Referral

Introduction In this section, you will learn how to send an End User Registration Referrals.

Procedure End User Registration Referrals refer an End User to the Click2License site.



navigation bar


2 Click on End User Registration

Referrals

Displays End Users Registration

Referral page

3 Click the Select button next to the

personal End User to whom you would

like to send a referral email.

Displays Select End User Contact

4

Select an End User contact to use for

the referral email from the drop down

below. Click Preview Referral Email

to continue.

Displays Referral Preview page

5 Click Send Email to send the referral

email to the End User.

Sends referral email to End User

6 Click the Send Referral To Unlisted

End User button to send a

registration referral email to an End

User that is not set up as a personal

End User.

Displays Enter End User Information

page

7

Enter the End User information. Click

Preview Referral Email to continue.

See step 5 above to send email



Example Step 1

Step 2

Step 3

Step 4

Step 5

Step 6



Step 7



Getting Started: Administration–P.O. Assignment Terms and Conditions

Introduction In this section, you will learn how to access and accept P.O. Assignment Terms and Conditions. P.O.

Assignment allows a reseller to participate in an agency referral program, such as Microsoft Open Value.

Procedure P.O. Assignment Terms and Conditions can be accessed through the following step



navigation bar


2 Click on P.O. Assignment Terms

and Conditions page

Displays P.O. Assignment Terms and

Conditions page

xample EStep 1

Step 2



Getting Started: Administration–Collections

Introduction Collections allow you to Customize the licensing programs and products offered to End Users.

Procedure The following steps will outline how to customize the licensing programs and products offered to End

Users.



navigation bar


2 Click on Collections Displays Collections page

3 To view collection settings, select a

manufacturer from the drop down and

click View Settings.

Displays selected manufacture

4 To modify collection settings for a

manufacturer's offering, click the

Modify Settings button next to the

offering.

Displays Collection Settings

5 You may update any settings for this

manufacturer's offering for which you

have permission. Once you are

finished making any changes, click

Apply Changes. If you want to return

to the main collection screen without

making changes, click Cancel.

Do not forget to Apply Changes or

Cancel.

Note: The reseller will always have the

ability to show by setting the

Included in Collection? value to

Yes. , which means it will be shown to

the End-User.

xample Step 1

E



Step 2

Step 3

Step 4

Step 5



Order Entry

Expert Entry

Introduction In this section, we will show you the steps below to quickly add products to your shopping cart using

the Expert Entry mode.

Procedure Expert Entry is used to quickly enter an order or quote when you already know the SKU or

Manufacturers part number and the quantity.


1 Go to Expert Entry on the top

navigation bar

Displays Expert Entry page

2

Select SKU or Mfr Part# radio button Selects either the SKU or Mfr Part#

radio button

3 Enter Part Number (note, part

number can be either SKU or Mfr

Part# as chosen in Step 2)

The SKU or Mfr Part# is entered

4 Enter Quantity The quantity is entered

5 Enter Contract/Authorization #

(optional)

Field is optional

6 Click Add to Card Adds license to Shopping Cart (see

Shopping Cart section for greater

detail)

7 Once all SKUs have been added to

Cart, select Shopping Cart at top of

the navigational bar.

Will begin the process to check out.



☺ * You may get multiple results. If this occurs, select one foe the SKUs to add to

the Shopping Cart. * Notice that products are added to the Shopping Cart

preview window at the top right. * To check our or create a quote, go to the

Shopping Cart by clicking on the Shopping Cart icon in the top navigational bar.

Example Step 1

Steps 2-6

Step 7



Guided Entry

Introduction In this section, we will show you the steps below to quickly add products to your shopping cart using

the Guided Entry mode.

Procedure Guided Entry is used when you may not know the SKU or Manufactures part number and the quantity.


1 Go to Guided Entry on the top

navigation bar

Displays Guided Entry page

2 Select from the three drop down list

boxes, the End User Type,

Manufacturer, and Licensing

Program. Enter contract # if known.

Selects End User Type, Manufacturer,

and Licensing Program. Note: content

is dynamic, meaning what you choose

in End User Type reflects the choice

you will have in the other drop downs.

3 Click Continue To Step 2 button Advances to Step 2

4 Select from the three drop down list

boxes, Product Line, Platform, and

Version.

Selects Product Line, Platform, and

Version.

5 Click Continue To Step 3 button Advances to Step 3

6

Please review the product details

below, add the quantity in the Qty To

Add field, and select Add Product to

Cart.

Adds licenses to Shopping Cart

OR Add more product to cart Repeat Steps 2-6 to add more product

Other Other options include Return to Step

1, or Return to Step 2, or Cancel

Guided Entry and Return Home



Example Step 1

Step 2 Step 3

Step 4 Step 5

Step 6



Other Options



Product Search

Introduction In this section, we will show you to use the Product Search function to find the product you are looking

for.

Procedure Product Search has three ways to search. First, using drop down list boxes to quickly guide your search

criteria. Second, a keyword, Ingram Micro SKU or Mfr's Part# text field. Or a combination of all.

In the following steps, we will demonstrate how to use the drop down list boxes to quickly guide your

search criteria. Lets first define the drop down list box options:

End User Type has three choices, namely, Government, Education, Corporate (must be selected)

Program options will depend on what was chosen in the End User field

Product Line options will depend on what was chosen in the Program field


1 Go to Product Search on the

Click2License Home Page

2 Click the drop down arrow in the End

User Type field and select the desired

program.

Program options will be narrowed

accordingly

3 Click the drop down arrow in the

Program field and select the desired

program.

Product Line options will be narrowed

accordingly

4 Click the drop down arrow in the

Product Line field and select the

desired program.

Product Search criteria completed

5 Click Find button Displays Product Search Results



6 Enter quantity in QTY field Updates quantity desired

7

Click Add To Cart Adds product to Shopping Cart

Other Other options include Return to Step

1, or Return to Step 2, or Cancel

Guided Entry and Return Home

Example Step 1

Step 2-5

Search results. Choose which product you require. In this example, we will choose the first line item.

Step 6



Step 7

Add To Cart results: See Shopping Cart section for details therein



Order Status

Order Status

Introduction In this section, we will show you the steps to look up Order Status for licensing orders.

Procedure Order Status allows you to View Summary to view the search results on the screen or click Download

Report to download a CSV file of the search results.

Search Criteria has five fields, namely, Order Status, Order Date, Order/PO/Contact Number,

Manufacturer, and End User Company Name.

Order Status field drop down list box contains several options, namely, Open Orders, Shipped Orders,

Licensing Review, Rejected Orders, In Process, Submitted to Vendor, Invoiced Orders, and Void Orders.

Order Date field is comprised of two entries for a date rage, i.e., 05/17/2004 to 05/21/2004.

Order/PO/Contact Number field has five options from the drop down list box, namely, Ingram Micro

Order #, End User PO #, Reseller PO #, Authorization #, or Invoice #.

Manufacturers field is a drop down list box containing all the manufacturers participating in the

Click2License program.

End User Company Name field is a drop down list box containing all the End Users setup for

participation in the Click2Licnese program


1 Go to Order Status on the top

navigation bar

Displays Order Status Search page.

The more narrow the search criteria,

the quicker will be the result.

2

Search for orders by completing the

following fields; Order Status, Order

Date, Order/PO/Contract

Number, Manufacturer, End User

Company Name. Click View

Search Criteria is displayed.



Summary to view the search results

on the screen or click Download

Report to download a CSV file of the

search results.

Example Step 1

Step 2



Reports

Reports–Order History Reports

Introduction In this section, we will show you the steps to accessing Reports. Reports has two reports, Order History

Reports or Referral Fee Reports. We will first cover Order History Reports then Referral Fee Reports.

Procedure Reports has two reports, Order History Reports or Referral Fee Reports.

We will first cover Order History Reports then Referral Fee Reports.


1 Go to Reports on the top navigation

bar

Displays Reports page

2 Click Order History Reports Displays Order History Reports page

3 Click Report Type Radio Button,

either A) Month-To-Date vs. Previous

Month-To-Date Net Sales, or B) Year-

To-Date vs. Previous Year-To-Date Net

Sales (includes Month-To-Date and

Quarter-To-Date)

4 Click either View Report or

Download Report Button

View Report will display the report on

screen. Download Report will create a

.csv (Microsoft Excel Comma

Separated Values File) to either Open

or Save to your PC.

NOTE: On the View Report

page/screen, there is also a

Download Button.



Example Step 1

Step 2

Step 3 Step 4

Results of View Report. NOTE: You can Download Report from this page.



Reports–Referral Fee Reports

Introduction In this section, we will show you the steps to accessing Reports. Reports has two reports, Order History

Reports or Referral Fee Reports. Now that we’ve covered, Order History Reports, we will turn our

attention to Referral Fee Reports.

Procedure Referral Fee Reports.


1 Go to Reports on the top navigation

bar

Displays Reports page

2 Click Referral Fee Reports Displays Referral Fee Reports page

3 Search for referral fees by completing

any or all the following fields, Invoice

Number, Check Number, End User

Company Name, Check Date

Range, and/or Invoice Date

Range.

4 Click View Summary Button to view

results of your Detailed Search query.

Displays Referral Fee Search Results

xample EStep 1

Step 2



Step 3 Step 4

Results of View Summary



Renewals

Renewals

Introduction Click2License provides you with the ability to manage your license renewals online.

Procedure Clicking on the renewals links will take you to the renewal search screen. Search Criteria can be search

renewable orders by entering criteria into some or all of the following fields:

Renewal Status has seven options, namely, All Renewals, Open – Pending, Open - Partially Complete, Closed - Fully Renewed, Closed - Partially Renewed, Closed - Not Renewed, and Future Invoice/PO/Contract Number has four options, namely, Ingram Micro Invoice #, Reseller P.O. #, Customer P.O. #, and Contract/Authorization # Manufacturer drop down list contains all the manufacturers in the Click2License program. You can select All Manufacturers, or limit it to a specific manufacturer. License Program is dynamic; dependant upon selections above Company Name is dynamic; dependant upon selections above Ingram Micro Invoice Date is a date rage field in the format of mm/dd/yyyy to mm/dd/yyyy

Coverage End Date is a date range field in the format of mm/dd/yyyy to mm/dd/yyyy


1 Go to Renewals on the top navigation

bar

Displays Renewals Main Menu page

2 Click Renewals Displays Renewals Search page

3 Search for renewable orders by

entering criteria into some or all of the

following fields, namely, Renewal

Status, Invoice/PO/Contract

Number, Manufacturer, License

Program, Company Name, Ingram

Micro Invoice Date Range

(mm/dd/yyyy to mm/dd/yyyy),



Coverage End Date Range

(mm/dd/yyyy to mm/dd/yyyy)

4 Click View Summary button to

display Search Criteria results

Displays Renewals Search Page

Example Step 1

Step 2

Step 3 Step 4

Results of View Summary



Shopping Cart & Submitting Orders

Cart

Introduction In this section you will learn about the Shopping Cart.

Procedure A cart can be empty, or have products within it. In the following figure, the Cart has three items.


1 Go to Cart on the top navigation bar Displays Shopping Cart page

2

If you make any changes, first change

the quantity in the QTY field, then

click Update Quantities And Prices

This action will update the quantity

and price fields.

Note: NA means Non-Authorized, and

pricing will not be provided.

3 If you are ready to purchase, please

click Proceed to Check Out.

Displays Order Information page

4

Please complete the * Required fields.

Click Continue With Checkout or

Continue to Credit Card when you

are finished.

Displays Order Confirmation page

5 Click Return To Home when you are

finished reviewing your order.

Displays Click2License Home page

xample

EStep 1



Step 2

Step 3



Step 4

Step 5



Quotes

Adding Quotes

Introduction In this section you will learn how to create a quote.

Procedure The following steps outline how to create a quote.


1 As previously described there are

several ways to located product. In

this section, we will use the Product

Search and Ingram Micro SKU 262677.

In Product Search, click End-User

Type drop down list box to select

End-User Type is selected to desired

type. In this example, we choose

Government

2

Enter IM SKU in the input field. In this

example we will use IM SKU 292677

and click Find

Product Search Results page is

displayed

3 Enter quantity desired in the Qty field Quantity desired is entered

4 Click Add to Cart Product is added to Cart

5 To create a quote for an end user,

please click Create Quote.

Prepare Classic Quote page is

displayed

6

Please complete the following

information. To remove an item from

the quote, enter a quantity of "0" and

click Update Quantities And Prices.

Click Continue With Quote when

you are ready to proceed.

Do not forget to click Update All

Lines!



7 Click Continue with Quote Quote Information page is displayed

8

Please complete the following

information. Click Preview Quote

when you are finished.

Quote Preview is displayed.

9 Please verify the following information.

Click Save/Close to save the quote

and return to the home page when

you are finished.

Note: Quotation number is displayed

on top right of the quote.

Example Step 1

Step 2

Step 3



Step 4

Step 5

Step 7 Step 8 Step 9



Saved Quotes

Saved Quotes

Introduction In this section you will learn how to access and search Saved Quotes

Procedure Accessing Saved Quotes is as easy as 1, 2, 3!


1 Go to Saved Quotes on the top

navigation bar

Displays Saved Quotes page

2

Search for orders by completing at

least one of the following fields,

Click2License Quotation Number,

Your Quote Reference, End User

Company, or Quote Date range in

the format of mm/dd/yyyy to

mm/dd/yyyy

Sets up the search criteria. Note:

Quotation Number is displayed in the

top right of the quote.

3 Click Find button to display results Displays Saved Quotes Search Results

xample

EStep 1



Step 2 Step 3

Saved Quote Search Results



Help

Help

Introduction In this section, you will learn how to access the online Help.

Procedure Help is accessed through the following steps.


1 Go to Help on the top navigation bar Displays Help page

2 Help content pending

xample EStep 1

H

Step 2 elp content pending



Logout

Logout

Introduction In this section you will learn how to Logout

Procedure To Logout, follow the steps below


1 Go to Logout on the top navigation

bar

Logout complete

xample EStep 1



Appendix

Appendix

Introduction Appendix pending





Getting Additional Help

Introduction For additional help:

1. Click Help.

2. Ask associates in your area who may be able to help you.

3. If urgent, Contact ECS at 1-800-616-4665, Option 2 Speak with an eComm Rep, and Option 2

Website/CAPS.

If you have any questions or comments about this manual, please e-mail guide-

[email protected].

mailto:[email protected]

mailto:[email protected]

click2license reseller guide - a1920.g.akamai.neta1920.g.akamai.net/f/1920/1078/8h/ · 7...

Documents