Windfall WebThroughout this slide show there will be hyperlinks (highlighted in blue). Follow the

hyperlinks to navigate to the specified Topic or Figure. Hyperlinks will only work when being viewed in a slide show.

Windfall WebThroughout this slide show there will be hyperlinks (highlighted in blue). Follow the hyperlinks to navigate to the specified Topic or Figure.

4 steps to setting up a customer on the web Step 1. Setting up Customer Information Step 2. Adding Users Step 3. Inventory Configuration Step 4. Checking Web Enabled

Add Logos to the web View Inventory Global Settings Master User Information Reports Work Orders

We have a demo site set up so you can show your customers how beneficial the Web is without showing them your active site with your customers information. http://demo.windfallonline.com/ Use the User ID: Demo PW: Demo to log in.

1. Setting up Customer Information on the Web Open Internet Explorer In the address bar, type in the address of your Windfall website (http://example.windfallonline.com) Type in your administrator user name and password. If you do not know your administrator

information, you can email support@assetcontrols.com. Click on “Add New Customer” (FIG 1) In the “Customer Name” box, enter the Customer’s name. (The customer’s name on your web site

must match EXACTLY with that customer’s name in Windfall to allow the sync program to update that customer’s inventory on the web. We suggest going into windfall and copying the name, then pasting it into the “Customer Name” box.) (FIG 2)

Do not put anything for Image yet (this is done after we click on “Submit Changes”). If you have set up Agents in the “Agent Info” screen, you can select an Agent for this customer using

the drop down menu. Select any of the following boxes that apply:

Zero Stock Status Customer (This will show any inventory that has a quantity of zero) Use Work Order Templates Require Delivery Date (This will require a Delivery Date when Work Orders are created) Leave work Order on Web after Sync for ___ months (This is asking how many months you

would like to leave the Work Orders visible on the web even after they have been completed) Click on “Submit Changes” when finished To add an image for your customer click on the sentence “Click here to Upload Customer Logo”

(FIG 3) Use the Browse button to add a logo to the website for this customer. Click on “Upload and return to

customer information” when finished (FIG 4)

2. Adding users to the web Open Internet Explorer. In the address bar, type in the address of your Windfall website.

(http://example.windfallonline.com) Type in your administrator user name and password. If you do not know your

administrator information you can email support@assetcontrols.com and request it. Select the customer from the “Existing Customers” drop down menu (FIG 5) Click on the “Web Administration” In the “UserID and Password” boxes, enter a user id and password (FIG 6) If you want this user to be able to request inventory from the web, put a checkmark

in the box that says “allow user to create web work orders”. Click on the “Submit” when finished Once you have clicked on Submit the User will appear in the User list below Click on the UserID This will take you to the User Address Information (FIG 7) This is where you can set up any user information and what the user is allowed to

do. For example, if the user is set up to create Work Orders you can set it up so you will receive an email when they submit a Work Order.

When finished, click on “Submit Address Information.”

3. Inventory Configuration Select the customer from the “Existing Customers” drop down menu (FIG 8) Click on the Inventory Configuration tab Check the boxes of the UDFs that you would like to show on the web In the text box enter the name of the UDF When finished click on submit

4. Check Web Enabled Open Windfall (FIG 9) Click on the customers icon Select the customer that you are adding to the web Click on the Information tab Check the Web Enabled Box, and click on Save Run the sync Once the Web Enabled box is checked and the Sync has run, the customers inventory will upload to

the web.

Adding Logos to the Web Select a customer from the Existing Customers drop down (FIG 10) Under the Information tab click on the “Click here to Upload Customer Logo” link Use the Browse button to locate an image (FIG 11) When finished Click on “Upload and Return to Customer Information” This will take you back to the information screen where you will see your image in the image name

text box (FIG 12)

View Inventory Select a customer from the Existing Customers drop down (FIG 13) Click on the Inventory tab Select a customer from the Existing Customers drop down (FIG 14) Select a User from the Existing Users drop down Click on Find Inventory when finished Use the drop downs to filter through inventory (FIG 15) Click on Find Inventory when finished The next window will have your Inventory listed Next to some Inventory Pieces you will notice there is a D,I,C the D means detail, the I means

Inventory Piece, and the C means Components You can click on New Filter to change filters You can click on Pick New Customer to view a different customers inventory

Global Settings Click on Global Settings (FIG 16) Under Web Global Settings enter the name of your company (FIG 17) Click on Save Global Settings when finished Click on the Customer Information tab to go back to the main screen Go into a customers inventory and your companies name will now be at the top of the screen

(FIG 18)

Master User InformationA Master User is a user that is set up for employees to view multiple customers without having to use the administrative id and password. This is not for your customers to use.

Click on Master User Information (FIG 19) Enter a User ID and a Password Click on submit when finished The User ID should show in the list below Click on the User ID in the list Check the box next to the customers that you want this User to view (FIG 20)

Reporting Select a customer from the Existing Customers drop down (FIG 21) Click on the Inventory tab Select a User from the Existing Users drop down (FIG 22) Click Find Inventory Click on Create a Report (FIG 23) Use the filters to filter through inventory (FIG 24) Click on Create Reports (FIG 25) to create your own report

Check the boxes next to the information that you want to show on the report (FIG 26) Click on Load Report when finished The report will populate showing the information that was selected You can use the select action drop down to save as excel, or print

Or you can click where it says “or click here to select from a list of standard reports” (FIG 27) this is a list of reports that we have already built. Use the drop down under create report and select a report that you would like to run for this

customer Use the drop downs to make the report more specific (FIG 28) Click on Create report when finished You can use the select action drop down to save as excel, or print (FIG 29)

Work Orders Select a customer from the Existing Customers drop down (FIG 30) To View Work Orders click on the Work Order tab

This will take you to view Outbound Work Orders, Inbound Work Orders, and On Hold Work Orders (FIG 31)

To Create a Work Order Click on the Inventory tab Select a customer from the Existing Customers drop down (FIG 32) Select a User from the Existing Users drop down Click on Find Inventory Use the Filters to sort through Inventory (FIG 33) When finished click on Find Inventory If the User you are logged in under is set up to Create Work Orders there will be a column that says

QTY. In the QTY column type in the QTY of the Inventory piece that you want to add to the Work Order. (FIG 34)

Once you have selected the inventory to add to the Work Order click on Add to Work Order Fill in any needed Delivery Information and any needed Work Order Information (FIG 35) Below is a list of the Line Items that are on the Work Order. Here you can modify any Line Items When finished click on Apply Changes, and Submit Work Order Once you have Submitted the Work Order, anyone who is set up to receive an email when you create

a Work Order will receive an email now. The Work Order will not go into Windfall until the Sync runs. After you Submit the Work Order, you can review it by clicking on the Review Work Order tab.

Click on Add New Customer First

Back to Setting up Customers

Enter the Customer Name exactly how it is in Windfall

Select an Agent from the drop down Select any that apply

Click here when finished

Back to Setting up Customers

Click here to Upload Customer Logo

Back to Setting up Customers

Use the Browse button to locate an image

Click here when finished

Back to Setting up Customers

Check the Web Enabled box

Back to Check Web Enabled

Select Customers name from the drop down

Select Web Administration

Back to Adding Users

Enter a User Id and Password

Check box if you would like this user to be able to create Work Orders

Click Submit when finished

Once you have clicked Submit, the user will show in this list

Back to Adding Users

Back to Adding Users

Select a customer

Click on Inventory Configuration

Check the box of the UDF that you would like to show on the web, in the text box enter the name of the UDF

Click on Submit when finished

Back to Inventory Configuration

Select a customer from the Existing Customers drop down

Click on the “Click here to Upload Customer Logo” link

Back to Adding Logos

Use the Browse button to locate an image

Click here when finished

Back to Adding Logos

Back to Adding Logos

Click on the Inventory tab

Select a customer from the Existing Customers drop down

Back to Inventory

Select a customer from the Existing Customers drop down

Select a User from the Existing Users drop down

Click on the Find Inventory button when finished

Back to Inventory

Use the drop downs to filter Inventory

Click on Find Inventory when finished

Back to Inventory

Your Inventory will be listed here

Click here to change the filter

Click here to Logout

Click here to Pick Another Customer

Back to Inventory

Click on Global Settings

Back to Global

Insert the Name of your Company

Click on Save Global Setting Changes when finished

Click on Customer Info to get back to the main screen

Back to Global

Your companies name here

Back to Global

Click on Master Users Info

Back to Master User

Enter User ID and Password

Click Submit when finished

The Master Users will show in this list

Click on the User ID to set up what this user will be able to view

Back to Master User

Check the box next to the Customers that you want this User to be able to view

Back to Master User

Select a customer from the Existing Customers drop down

Click on the Inventory tab

Back to Reporting

Select a User from the Existing Users drop down

Click on Find Inventory when finished

Back to Reporting

Click on Create Reports

Back to Reporting

Use the Filter drop downs to filter through inventory

Click on Create Report when finished

Click here to select from a list of Standard Reports

Back to Reporting

Use the checkboxes to select what information you want to see on the report

Click on Load Report when finished

Use this drop down to select, save as Excel or to print

Back to Reporting

Select a report from the drop down

Back to Reporting

Use the drop downs to make the report more specific

Click on Create Report when finished

Back to Reporting

Use the dropdown to save as Excel or to print

Back to Reporting

Select a customer from the Existing Customers drop down

Click on the Inventory tab to Create Work Orders

Click on the Work Orders tab to view Work Orders

Select a User from the Existing Users drop down

Click on Find Inventory when finished

Click on Find Inventory

Back to Work Orders

Enter the QTY that you would like to add to the Work Order

Once you have selected the inventory to add to the Work Order click on “Add to Work Order”

Back to Work Orders

Fill in Delivery and Work Order Information

These are the Work Order Line Items

Click here to Add More ItemsClick here to Save Changes

Click here to Submit the Work Order

Click here to Delete Work OrderBack to Work Orders

Click here to Modify the Work Order

Click here to Save as Excel, or to Print

Click here to Review Work Orders

Back to Work Orders

Select a customer from the Existing Customers drop down

Click on the Work Orders tab

Back to Work Orders

Click here to see all outbound Work Orders

Click here to see all Inbound Work Orders

Click here to see all Work Orders on hold

This means that the Work Order has been Submitted

This means that the Work Order has been Approved

This means that the Work Order hasn’t gone into Windfall yet. This will change to a green check once the Sync runs

This means that the Work Order has not been closed in Windfall yet. Once the Work Order is closed this will turn to a green check

Click here to view Work Order Line Items

Back to Work Orders

If you have any questions you can contact the support team at 314-925-1547 or you can email us at support@assetcontrols.com

You can visit us at http://www.windfallonline.com/customer/