screen tips menu how to log in who can do ... - thermoking · screen tips menu how to log in who...

How to Log In Who Can Do WhatScreen Tips Menu How to Use This Help

Click the links below the main menu bar to go to the screen tips for each page.

Aftermarket Part

Inquiry

Part Catalog (EPC)

Selection Guides

New Unit

Power Management

Aftermarket

Part Order Entry

Upload Part File

Order Inquiry

Part Order Inquiry

Shipment Inquiry

Special Pricing

Requests (Deviations)

Extended Warranty

Part Return

Submitted Return

Core Management

DFR

New Unit

Unit Availability

Order Entry (CRMOD)

Unit Shipments (Cargo

Tracker

Extended Warranty

DealerUnit History

Service Contracts

(SVC)

Container Service

Contracts (iKare)

Warranty (Tavant)

Enersys Warranty

(Batteries)

TracKing

Account Transactions

(Paperless Invoice)

Dealership Dashboard

(Dealer Sharepoint)

Aftermarket Credit

(DCR)

Aftermarket

Reimbursement

(919)

Marketing

Reimbursement

(CEPP)

Dealer Payment

Reports

Order Defaults

Info Central

Global Marine Info

Central

Thermo King University

(TKU)

Thermo King

Promotional Store

Publications

(Xerox)

ServiceTap Download

Part Catalog Download

(EPC)

CLICK HERE for home

page screen tips!

How to Log In Who Can Do WhatScreen Tips Menu How to Use This Help

To log in:

• Go to the Thermo King Website

• Select “iService Login”• Enter your user name and

password

• If you have forgotten your

password, you will be prompted

to re-set it.

If you do not have a username and

password:

• See your dealership Portal

administrator.

If you can log in but do not see the

right content for your role:

• See your dealership Portal

administrator.

Who Can Do WhatHow to Log In How to Use This HelpScreen Tips Menu

Parts Manager

Service ManagerService Writer

GM/Owner/Principal

Admin (Dealer)

Sales Staff

Parts Sales

Parts Clerk

Finance / AP

Technician

Default UserRole Access

by Page

Aftermarket

Part Inquiry

Part Catalog

(EPC)

Selection

Guides

New Unit

Power

Management

New Unit

Unit Availability

Order Entry (CRMOD)

Unit Shipments (Cargo

Tracker

Extended Warranty

DealerUnit History

Service Contracts

(SVC)

Container Service Contracts

(iKare)

Warranty

(Tavant)

Enersys Warranty

(Batteries)

TracKing

Account Transactions

(Paperless Invoice)

Dealership Dashboard

(Dealer Sharepoint)

Aftermarket Credit

(DCR)

Aftermarket Reimbursement

(919)

Marketing

Reimbursement

(CEPP)

Dealer Payment

Reports

Order Defaults

Info Central

Global Marine Info

Central

Thermo King

University(TKU)

Thermo King

Promotional Store

Publications

(Xerox)

ServiceTap

Download

Part Catalog Download

(EPC)

Aftermarket

Part Order Entry

Upload Part File

Order Inquiry

Part Order Inquiry

Shipment Inquiry

Special Pricing

Requests (Deviations)

Extended Warranty

Part Return

Submitted Return

Core Management

DFR

Container (NA)

Service Affiliates

NOTE: Large circles

mean the role can

access ALL the pages

within this category.Viewing this Matrix:

This matrix is best viewed on your

computer screen. When printing colors

may be too similar to differentiate.

TWO WAYS TO USE THIS DOCUMENT Use this guide online. Internal links help navigate

to where you need help.

Print and keep at your computer as a quick

reference. Periodically check iService for

updates.

How to Use This HelpHow to Log InScreen Tips Menu Who Can Do What

INTERNAL LINKS IN THIS DOCUMENT

The four buttons across the top are your main

menu.

The links that look like hyperlinks will take you to

page help for certain pages. For example:

Part Order Entry

Blue dashed-line boxes take you to related page

or tab links within this document. They are

called out with bright blue boxes. For example:

CLICK THESE TABS

for more page

information.

ALLOW POP-UPS The Portal requires that you turn OFF pop-up

blockers within your browser.

To allow pop-ups, you must select settings

within your browser. Either allow all sites to

show pop-ups, or manage exceptions so that

iService can show popups.

In Chrome Settings > Show Advanced

Settings > Content Settings

In IE Internet Options > Privacy

Need help with another browser? Ask your IT

person or search “How to allow pop-ups”


Click the Thermo King logo to

get back to the home page. Your company locations can be

selected in this drop-down field.

The pages you can see are

determined by your role at the

location you select here.

To get help with

the site, click

Dealer Support.

To update your

information,

click My Profile

Summarizes news from

the weekly

communications emails.

Summarizes updates

from the Dealer

newsletters.


• Verify your profile, including your User

Information, Contact Points, Location/Roles

• Notify your Dealership Admin if there are errors

My ProfileCLICK HERE to go back

to the home page.

PASSWORDS

• Passwords expire after 90 days

• Must use strong passwords (numeric

and alpha character combinations)

• Cannot repeat passwords


Dealer Support Request

Use this link to:

• Notify Dealer Support of any

errors in your company data or

user data.

• Submit requests for help with the

Portal.

CLICK HERE to go back

to the home page.

Product/Part Info > Aftermarket Part Inquiry

Aftermarket Part Inquiry is

embedded within the Portal.

New user-friendly version of the Parts

Price File download.

• Files accessible within the Dealer

Portal for designated roles only

• Increases visibility and security to this

sensitive information



Dealer Cost visibility

based on Role

Inventory number

represents current

number available for

purchase

Click Add to Cart button to

go to Part Order Entry

screen

Yes indication hyperlinks to

the Extended Warranty

order screen



Pricing tab is displayed to users based on roles

and parts status. It includes suggested pricing

tiers. It also shows the date the pricing was last

updated in the system.

PRICING TAB



Displays any Past and Future Supersessions

SUPERSESSION

TAB



[email protected]

[email protected]

(555) 967-4309

(555) 943-5555

DEALER INVENTORY

TAB

Screen automatically sorts by location with highest

quantity, then by Dealer Family (Y or N). You may

customize your sort/filter/search, the same as with other

pages

DFR Contact email & phone included

ALL locations are now included in your view

(not just Dealer Family and top ten highest

inventory contacts), improving your decision

making capability.



CORE TAB

Access CORE attributes in one location! Make more

informed decisions and help customers know the

conditions on buying products with Core parts, with

improved CORE attribute visibility.



Product/Part Info > EPCThis link opens the Electronic

Parts Catalog (EPC) in a new

browser tab.

For help with the

Electronic Parts

Catalog (EPC) click

here to download

the User Guide.


Selection Guides> New UnitThis link opens the New Unit

Selection Guide in a new

browser tab.


Selection Guides> Power ManagementThis link opens the Power

Management Selection Guide

in a new browser tab.


Parts managers at this

location have access to

place an order.

Order Management > Aftermarket > Part Order Entry This link opens the Part Order

Entry within a Portal tab.

Verify that this dealer code

reflects where you want

this order to be delivered.

Also double check your bill

to’s etc.. to be sure the

order is placed correctly.


Parts managers at this

location have access to

upload an order.

Order Management > Aftermarket > Upload Part FileThis link opens the Part Order

Entry within a Portal tab.

Order Status Options:

• Entered

• In Process

• Shipped Complete

• Cancelled

These dates control what is displayed

in the results. Defaults to one month.

Options include the locations

set up for your dealership.


Order Management > Aftermarket > Order Inquiry

Sort the results by

clicking the arrows

for ANY column. Filter the results by entering

information from ANY column.

For example:

• Enter “Complete” and only

the complete orders show.

• Enter “Amy” and only the

orders submitted by Amy

show

CLICK HERE to go to

the Order Details Page


Order Management > Aftermarket > Order Detail

Sort the order lines by

clicking the arrows for

ANY column.

Filter the order lines by

entering information from

ANY column.

Opens the Part Inquiry

Details Page for this part

Opens the

Shipment Inquiry

page for this line.

• Access Invoices by clicking

on hyperlink here

• Role based access


Order Management > Aftermarket > Part Order Inquiry

Sort the order lines by

clicking the arrows for

ANY column.

Filter the order lines by


ANY column.



• Access Invoices by clicking

on hyperlink here

• Role based access

Enter delivery number to see

everything that is in one shipment.

If present, displays the

tracking information.


Order Management > Aftermarket > Shipment Inquiry



Options include the locations

set up for your dealership. Filter the results by entering

information from ANY

column. For example:

• Enter “Shipped” and only

the shipped orders show.

CLICK HERE to go to

the Order Details Page

Order Management > Aftermarket > Special Pricing Request (Deviations)


For Help with Aftermarket

Deviations Request, click

“Dealer User Guide” here.

This link opens the Aftermarket

Deviation Request Form in

TSA Info Central.


Order Management > Aftermarket > Extended Warranty

Place order for Extended Warranty here.

• Can also get to this page from Part Inquiry

screen, if part is eligible


Order Management > Aftermarket > Part Return

Part Return is embedded

within the Portal.


Order Management > Aftermarket > Submitted ReturnsSubmitted Returns is



Order Management > Aftermarket > Core Management

Core Management is


Order Management > New Unit > Unit Availability


This link opens the Unit Availability

page in TSA Info Central, in a new

browser tab.

Order Management > New Unit > Order Entry (CRMOD)


This link opens CRMOD in

a new browser tab.

Order Management > New Unit > Unit Shipments (Cargo Tracker)


Cargo Tracker is embedded

within the portal.

Order Management > New Unit > Extended Warranty


This link opens the Unit Availability

page in TSA Info Central, in a new

browser tab.


Service & Warranty > Unit History

UNIT HISTORY

• Search by Customer defined

Truck/Trailer/Asset Number (for

customers registered in our

Warranty and SVC databases)

• Or search by Unit Serial Number



Unit is eligible for warranty

coverage. “Yes” means

look for further details.

Opens the

bulletin page in

Info Central.

CLICK THESE TABS to view

more Unit History pages for the

same serial number.

Contact TK Warranty

Team if this box is

checked. This means

unit has either been

stolen, scrapped, or

some other issue.




Details Page for this

part number.

This information

carries through all

five tabs.

New!

Opens TAVANT so Service Writers, Warranty Admins, or

Parts Managers can register a replaced component.


more Unit History pages for the

same serial number.



This information

carries through all

five tabs.

New!

Enter the failure date here. Warranty

effectivity is based on the failure date.

Enter engine hours, and any

warranty policy will appear below.

This shows aftermarket parts replaced in the last 90 days

that may still have Aftermarket warranty coverage.

Opens TAVANT so the

unit can be registered.


123

This information carries

through all five tabs.

Opens the SVC Bulletins page.

Search by this number on

the SVC Bulletins page.

Service & Warranty How to Use This HelpHow to Log InScreen Tips Menu Who Can Do What

This information carries

through all five tabs.

Causal part number for

warranty purposes.

Filter the results by


ANY column. Sort the results by

clicking the arrows

for ANY column.

Click the claim number to

expand the view of the claim.

Job codes and Parts are

displayed in a section below!


Service & Warranty > Service Contracts (SVC)

Service Contracts (SVC) is embedded within the portal.

Functionality has not changed. Note the 8 tabs below.


Service & Warranty > Container Service Contracts (iKare)

This link opens the iKare in a new browser

tab. Functionality has not changed.


Service & Warranty > Warranty (TAVANT)

This link opens the TAVANT in a new browser

tab. Functionality has not changed.

Service & Warranty > EnerSys Warranties (Batteries)


This link opens EnerSys in a new browser tab.

Functionality has not changed.

Service & Warranty > TracKing


TracKing is embedded

within the portal.

Account >


Each of the links under the “Account” menu opens

a link to the existing pages. Functionality of these

items has not changed.

To request that help pages be provided for these

areas, please contact Dealer Support.

These applications open in a

new browser tab.

These applications are

embedded in the Portal.

http://ir-prd61-clone-pub01.3sharecorp.com:4503/tkdealer/administration/iframe.html?iframeurl=https://beta.thermoking.com/iservice/helpdesk/default.asp

Resources >


Each of the links under the “Resources” menu

opens a link to the existing pages. Functionality of

these items has not changed.

To request that help pages be provided for these

areas, please contact Dealer Support.

Each of these

applications

opens in a new

browser tab.

http://ir-prd61-clone-pub01.3sharecorp.com:4503/tkdealer/administration/iframe.html?iframeurl=https://beta.thermoking.com/iservice/helpdesk/default.asp

To begin, Select your Company

name and click View

Administration > Dealer


Thermo King MidwestDan Owner, Dick

Leader

Dealer Information is populated and

maintained by TK. Dealer Portal

Administrators will:

• Verify Company and Location

Information on these pages and

notify Dealer Support if any changes

are needed.

• Maintain User Information on these

pages.

CLICK HERE to begin

viewing the

Administration Pages

START

HERE

Check:

• Company Name

• Ownership Name

• Business System

If you find an error:

• Click Dealer Support

• Submit a description

of the error

• Thermo King will contact you

and correct it

Here you will verify the company name. Don’t

worry about the company type and region.

The ownership name was initially set up from

the printed dealer directory.




more company information pages. This brings you back

to the initial Dealer

Administration page.

Account number is

informational only.



If there is no account number:



of the error


and correct it


more company information pages.

Mobile

Locations are

now included.

If there are any errors:



of the error


and correct it




more company information pages.



Location information

includes these 7 tabs.

.




of the error


and correct it

CLICK THESE TABS to view each

page for location specific information.

CLICK HERE To go

back to the Locations

tab in the Company

Information pages.

Verify the contact points for

the location information.



This information shows up on the

dealer locator on the TK website, and

the other locations we talked about.

• Who to call

• Office #

• Dealer website



Review the hours of operation.

This should reflect the current hours.

Some dealers have seasonal hours.

Let TK know when they need to be changed.




page for location specific information.If there are any errors:



of the error


and correct it

Review services. These

checkboxes drive which service

icons are displayed in the directory.




of the error


and correct it





If your location has a drop yard, then

there will be a drop yard tab that displays

information you should verify.




of the error


and correct it





You do not need to review the internal or

bill to sites tabs.

This is for internal TK systems.





Check user list and add

or edit if needed.

Initially, all users are set to

Active.

When someone leaves the

company, change the

status to No (inactive).

You can change it back to

Yes if that person returns.

CLICK THESE TABS to view more

company information pages.



Filter the results by entering

information from any column.

For example,

• Start to enter a name to filter

the table.

• Enter “No” or “Yes” to filter by

Active status.

Sort the results by

clicking the any

column header.

CLICK HERE to see the

User Add/Edit PagesLOOK

Review or enter

info in each field,

and click Save.

Populates email lists for communications

Populates IR’s Outlook address book


more User Information pages.



CLICK HERE to go

back to the Users tab

in the Company

Information Pages

Review the contact information and add or

edit if needed.

• To edit the listed Email, select it and

then click Edit.

• If only the Email is listed and you want

to add a phone contact, click Add.

Email address is mandatory.





Review the user location / role

assignments from this page. You can

Add, Edit, or Delete.

NOTE: Refer to the Dealer Portal

Administrator Training in TKU





CLICK THESE TABS to view the

page for Add / Edit of user

Locations / Roles.

Location choices are driven by the

initial company information setup

Affected views:

• parts order inquiry

• order inquiry

Role will determine which screens

the user can see. Refer to “Who Can

Do What” tab in this User Guide.

To add/edit locations and roles:

• Select location, then role, then

Save.

• Repeat this step for each

location/role combination for

that user.

• For more information, refer to

the Dealer Portal Admin

Recorded Webinar in TKU.





This checkbox indicates the user’s

Primary Location. This is where that

user spends the most time, and drives

information in the directory.





This page allows you

to email a password

reset to the User.

screen tips menu how to log in who can do ... - thermoking · screen tips menu how to log in who...

Documents