marketplace transition from classic interface to phoenix interface

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MARKETPLACE TRA NSITION FROM CLASSIC I NTE RFACE TO PHO E NIX INTERF A C E

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Page 1: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

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Page 2: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

REASON FOR TRANSITION

• The new Phoenix Interface offers a streamlined approach to navigating and using Marketplace to enhance the user experience and making interacting with the application easier.

• IMPORTANT NOTE: Phoenix interface is not available for IE7, IE8, or for IE9 in compatibility mode. If you are using one of these browsers and attempt to switch to the Phoenix interface, you will be reverted to the Classic View and receive a message saying that your browser is not supported. You will need to update your IE browser.

Page 3: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

C L A S S I C V I E W P H O E N I X V I E W

Tool Bar

Tool bar

Page 4: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: GENERAL NAVIGATION

C L A S S I C

The classic interface is navigated via a tab driven menu that is always present across the top of the page. Sub-menu items located in sub-navigation tabs.

P H O E N I X

The Phoenix interface features a slide-out menu. Menu items stay out of the way until they are needed for a cleaner, less cluttered site.

Page 5: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: GENERAL NAVIGATION

Classic

Classic interface often separates related pages on to separate tabs. For example, the shopping page, favorites page, and forms are all located on individual tabs.

Page 6: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: GENERAL NAVIGATION

Phoenix

In Phoenix Interface, the Menu options are grouped by related task, making them easier to locate. By hovering over each icon, a pop-up window will occur.

Page 7: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: ACTION ITEMS

Classic

In Classic Interface, Action Items i.e. requisitions and/or approvals are located on the home/shop page.

Page 8: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: ACTION ITEMS

Phoenix

In Phoenix, Action Items are located at the top banner making them accessible from all areas of the site.

Page 9: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: USER PROFILE

Classic

In Classic, User profile tasks are accessed from a series of navigation tabs and sub-tabs.

Page 10: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: USER PROFILE

Phoenix

By clicking on the drop down and selecting “View My Profile”, Phoenix gives you all the options in a single user profile menu. Options are grouped by similar tasks.

Page 11: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: CHANGING PASSWORDS

Classic

In Classic Interface, change passwords by going to the “Profile” tab, then located just under it is a “Change Password” button.

Page 12: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: CHANGING PASSWORDS

Phoenix

Change your password by going to “View My Profile” in Phoenix, then click on “Change Password” and a small window shown to the right will come up for you to enter your new password.

Page 13: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: EMAIL PREFERENCES

Classic

E-Mail Preferences are found under the “Profile” tab in the Classic view, sub-tab “User Settings”, then to “E-Mail Preferences” in order to customize your e-mail options.

Page 14: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: EMAIL PREFERENCES

Phoenix

To change Email Preferences in Phoenix View, click on “View My Profile”, then “Email Preferences”

Page 15: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: ADDING ADDRESSES

Classic

Go to the “Profile” tab to add or change your Ship To Address in Classic View and sub-tab to “Purchasing” and then “Addresses”. Then you may “Select Addresses for Profile”.

Page 16: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: ADDING ADDRESSES

Phoenix

To change or add an address in Phoenix View, go “View My Profile”. Under the first list “User Info and Settings”, click on “Default Addresses” and then “Select Addresses for Profile”.

Page 17: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: ADD A PROJECT TO YOUR PROFILE

Classic

To add a project in the Classic interface, go to the “Profile” tab. Under “Purchasing” sub-tab, then “codes”. You may add your Project number here that pertains to your department.

Page 18: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: ADD A PROJECT TO YOUR PROFILE

Phoenix

In Phoenix view, to Add a Project go to “View My Profile” click on “Custom Fields and Accounting Code Defaults”, then click on the “Codes” tab.

Page 19: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: CART PREVIEW

Classic

In order to view your current cart in Classic interface, it is necessary to leave the page you are on and go tothe “active cart” tab.

Page 20: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: CART PREVIEW

Phoenix

The Phoenix interface features “cart preview”. By clicking on the cart icon at the top right of the page, you can get a quick view of the “active cart” from anywhere in the application.

Page 21: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: QUICK SEARCH

Classic

In Classic, “Quick Search” is located at the top of the screen.

Page 22: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: QUICK SEARCH

Phoenix

Quick Search is still accessible from all pages in the Phoenix Interface, but it is hidden until you select the icon to display it.

You may also use the quick-key Alt+Q to access the Quick Search Menu. Once you click the Magnifying Glass Icon, the “Quick Search” Box bring up a Drop Down Option. The Drop Down options are the same in Classic View”.

Page 23: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: FORMS SEARCH

Classic

Find the “Forms” tab on the main Tool Bar of the Classic view.

Page 24: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: FORMS SEARCH

Phoenix

The “Forms” section is in the Icon Tool Bar when you hover over the “Shop” Icon in the Phoenix view.

Page 25: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: DOCUMENT SEARCH

Classic

“Document Search” is found on the main Tool Bar in the Classic interface. The Drop Down menu is the same as in the new Phoenix interface.

Page 26: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: DOCUMENT SEARCH

Phoenix

In Phoenix, “Document Search” is found on the Icon Tool Bar that looks like a stack of papers. From here, you can search documents, view saved searches, or download export files

Page 27: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: LOGGING OUT

Classic

In Classic, the “Logout” function is displayed at the top left of the page.

Page 28: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

CLASSIC VS. PHOENIX: LOGGING OUT

Phoenix

In Phoenix, click on the drop down arrow next to your name and you can “Logout” here.

Page 29: MARKETPLACE TRANSITION FROM CLASSIC INTERFACE TO PHOENIX INTERFACE

QUESTIONS AND ANSWERS

For additional help with the transition, please call

Sylvia Kelly @ (843) 792- 8956

Or

(843) 792- 4521