Enterprise Portal Release 5 - support.vaisw.comsupport.vaisw.com/50Manuals/R55UserGuides/PTL_55.pdfSection I: S2K Enterprise Portal B2B e-Commerce ... • Flexible security & personalization

Enterprise Portal Release 5.5

Vormittag Associates, Inc.

VORMITTAG ASSOCIATES, INC. Business Information/Authorized Use

Copyright © 1996, 2002, 2004, 2008 by Vormittag Associates, Inc. Business Property All rights reserved. Vormittag Associates, Inc. is the sole owner of this manual. Information in this manual is subject to change without notice. No part of this publication may be reproduced in any form, by any means, electronic or mechanical, including photocopying, recording or by any other information storage and retrieval system, or distributed without prior written authorization of an executive officer of Vormittag Associates, Inc. While every precaution has been taken in the preparation of this manual, Vormittag Associates, Inc. assumes no responsibility for errors or omissions.

This software is designed for use with the IBM i family operating system and the IBM Power SystemsTM server. IBM i family operating system and IBM Power SystemsTM are registered trademarks of International Business Machines Corporation (IBM®).

Authorized Possession and Use 1. Who May Use - Only licensees and current employees of Vormittag Associates, Inc. may possess and use this manual. 2. Purpose of Use - This manual may only be used in connection with or in support of Vormittag Associates, Inc. licensees, authorized

users, or the company's internal use.

Penalties for Unauthorized Possession, Copying or Use Any person or organization possessing, copying, or using this manual in violation of the authorized possession and use provision above will be subject to civil and criminal prosecution. Credits Editor

Elaine Cereola, Director of Documentation Services

Technical Writers

Elaine Cereola, Director of Documentation Services Susan Licata, Technical Writer Richard Schreiber, Director of Quality/Training Manager

Additional technical information provided by Larry Murphy – Vice President of Research & Development, Gary Unger – Development Engineer, Kevin Dick – Development Engineer, Purnadip Mukherjee – Programmer/Analyst (3rd Party Integration), Rajeev Naidu – Programmer/Analyst, Beth Steadman – Administrations Manager: Help Desk Support, Richard Schreiber – Director of Quality/Training Manager, Bob Moloney – Programmer/Analyst (EDI Segment) and the Programming Staff of VAI. The Organization Robert Vormittag, President

Russ Cereola, Vice President

Robert Giustino, Vice President of Operations

Larry Murphy, Vice President of Research & Development

Joe Scioscia, Vice President of Marketing Publication Date April 8, 2015

Vormittag Associates, Inc.

About Documentation

S2K Enterprise user guides have been designed to provide the user with a quick look at some of the important features of the S2K Enterprise Management solution. Geared to the end user, they provide the information needed to perform the day-to-day operational tasks of an organization. Our goal in creating user guides is to take the user, step by step, through the processes that will make them successful S2K Enterprise users.

S2K Enterprise documentation, including but not limited to, manuals, user guides, workbooks, online help text, and documentation posted at www.vai.net is written in accordance with the S2K Enterprise Software base package. Custom modifications required for individual S2K Enterprise users will not be reflected in S2K Enterprise documentation unless the modification has been incorporated into the S2K Enterprise Software base package.

Illustrations, screen captures, flowcharts, report samples, worksheets, etc. are for illustrative purposes only and may not reflect the software version currently in use by individual users.

If you are unable to find the answers you need from this manual, feel free to call VAIs technical support hotline at 1.888.824.4435 or 1.888.VAI.4HELP.

S2K Enterpr i se Po r ta l : User Guide

Vormittag Associates, Inc. I

Table of Contents S2K Enterprise Portal Overview ...................................................................................................................................................... 1

Benefits of Portal Solution ........................................................................................................................................................... 3 Features of S2K Enterprise Portal Solution ................................................................................................................................ 3

Section I: S2K Enterprise Portal B2B e-Commerce ........................................................................................................................ 4 Overview ..................................................................................................................................................................................... 4 S2K Enterprise Portal - B2B e-Commerce Log In ....................................................................................................................... 5 Sample S2K Enterprise Portal Web Site Home Page ................................................................................................................. 6

Integrated Content Management Tools .................................................................................................................................... 7 S2K Enterprise Portal - Product Ordering Portlet ..................................................................................................................... 8

Select an Account ................................................................................................................................................................. 8 Product Search ................................................................................................................................................................... 10

Select a Category ............................................................................................................................................................. 11 Add to Cart ...................................................................................................................................................................... 11 Add to Supply List ........................................................................................................................................................... 12 Product Detail ................................................................................................................................................................. 13 Compare Selected Items ................................................................................................................................................ 14

Review Cart ...................................................................................................................................................................... 15 Shipping Options .............................................................................................................................................................. 16 Payment Options .............................................................................................................................................................. 17 Complete Order .............................................................................................................................................................. 18

S2K Enterprise Portal - My Account Portlet ........................................................................................................................... 20 Track My Orders ................................................................................................................................................................. 21

Order Detail ...................................................................................................................................................................... 23 View My Open Balance ....................................................................................................................................................... 25 Make Online Payment ......................................................................................................................................................... 29

Select Invoice ................................................................................................................................................................... 30 Method of Payment .......................................................................................................................................................... 31

View My Payment History ................................................................................................................................................... 32 Draft Orders ........................................................................................................................................................................ 36

Saving a Draft Order ....................................................................................................................................................... 37 Supply Lists ......................................................................................................................................................................... 39

Create a Supply List ......................................................................................................................................................... 39 Use a Supply List ............................................................................................................................................................. 41 Review Cart .................................................................................................................................................................... 42

Change an Existing Supply List ........................................................................................................................................ 43 Add Items to Supply List ................................................................................................................................................. 44

Order from History ............................................................................................................................................................... 46 Select an Account ............................................................................................................................................................ 46 Order from History Search ............................................................................................................................................... 48 Order from History ............................................................................................................................................................ 49

Quick Order ......................................................................................................................................................................... 50 S2K Enterprise Portal - Edit My Profile Portlet ....................................................................................................................... 52

Section II: S2K Enterprise Portal B2C e-Commerce ..................................................................................................................... 54 VAI’s S2K Enterprise Portal B2C Model ................................................................................................................................... 54 B2C e-Commerce Log In .......................................................................................................................................................... 55

Section III: S2K Enterprise Portal - S2K Administration ................................................................................................................ 57 S2K Enterprise Portal Administration Maintenance Portlets ..................................................................................................... 58

S2K Enterprise Portal Catalog Item Hierarchy Example Flowchart ....................................................................................... 59 The S2K Enterprise Portal Administration - User Maintenance Portlet .................................................................................. 60

Create New User ................................................................................................................................................................. 61

S2K Enterpr i se Por ta l : User Guid e

Vormittag Associates, Inc. II

Select a User Type ........................................................................................................................................................... 62 Edit Customer User Profile ............................................................................................................................................. 63 Edit Sales Representative User Profile ........................................................................................................................... 64

S2K Enterprise Portal Administration - Category Maintenance Portlet .................................................................................. 65 Add New Category – General ............................................................................................................................................. 67 Add New Category – Titles and Descriptions ...................................................................................................................... 68 Add New Category – Images .............................................................................................................................................. 69 Edit an Existing Category .................................................................................................................................................... 70 Edit an Existing Sub-Category ............................................................................................................................................ 71

S2K Enterprise Portal Administration - Item Maintenance Portlet .......................................................................................... 74 Saving Item Maintenance Product Info Configuration Edits ................................................................................................ 75 S2K Enterprise Portal Administration - Item Maintenance Item List .................................................................................... 76

Item Maintenance Portlet – Search .................................................................................................................................. 77 S2K Enterprise Portal Administration - Item Maintenance Product Information ............................................................... 78 Item Maintenance Portlet – Edit Item General ................................................................................................................ 78 Item Maintenance Portlet – Edit Item Extended Description ........................................................................................... 80 Item Maintenance Portlet – Edit Item Meta Info .............................................................................................................. 81 Item Maintenance Portlet – Edit Item Images ................................................................................................................. 82 Item Maintenance Portlet – Edit Item Product Attributes ................................................................................................ 84 Item Maintenance Portlet – Edit Item Up-Sell ................................................................................................................. 85 Item Maintenance Portlet – Edit Item Cross-Sell ............................................................................................................ 86

S2K Enterprise Portal Product Ordering – Review Cart – Cross-Sell .......................................................................... 87 Item Maintenance Portlet – Edit Item Related ................................................................................................................. 88

S2K Enterprise Portal Product Ordering – Product Detail –Related Items ................................................................... 89 Item Maintenance Portlet – Edit Item Categories ............................................................................................................ 90 Item Maintenance Portlet – Edit Item External Sources .................................................................................................. 91 Item Maintenance Portlet – Edit Item Additional Keywords ............................................................................................ 92

S2K Enterprise Portal Administration – Product Attribute Maintenance Portlet ................................................................ 93 S2K Enterprise Portal Administration – Product Attribute Maintenance Portlet – Add New Attribute ............................. 94

Product Attribute Maintenance Portlet – Add Variant of Attribute ................................................................................ 95 S2K Enterprise Portal Administration – Product Attribute Maintenance Portlet – Edit Attribute ...................................... 96

S2K Enterprise Portal Administration – Product Type Maintenance ................................................................................ 97 S2K Enterprise Portal Administration – Product Type Maintenance - Add New Product Type ....................................... 98 S2K Enterprise Portal Administration – Product Type Maintenance - Edit Product Type ............................................... 99 S2K Enterprise Portal Administration – Catalog Import Utility....................................................................................... 100

Download Excel Template ......................................................................................................................................... 101 Step 1 ...................................................................................................................................................................... 101 Step 2 ...................................................................................................................................................................... 102 Step 3 ...................................................................................................................................................................... 103

S2K Enterprise Portal Administration – Search Value Maintenance ............................................................................. 104 Appendix ..................................................................................................................................................................................... 105

Linking the S2K Enterprise Portal User ID with the S2K Enterprise User ID on the Bac-kend ............................................... 105 S2K Enterprise (Back-end) User Defaults ............................................................................................................................ 105

Contact .............................................................................................................................................................................. 108 Index ........................................................................................................................................................................................... 110 4/8/2015 5.5 SRL PTL_55.doc


Vormittag Associates, Inc. 1

S2K Enterprise Portal Overview With S2K Enterprise Portal technology, you can allow people to interact with your company in a personalized way. You can provide employees, trading partners, and customers with a website on which the information and applications they need have been consolidated and organized for easy access and use. They can quickly execute business processes across critical applications. They can collaborate with portal users to make faster decisions. And by providing industry-leading portal solutions for your on demand business, VAI can help you improve employee productivity, cut costs, and strengthen relationships with your customers and trading partners. Leveraging IBM WebSphere Portal technology, this exciting solution provides document management, web content management, and collaboration capabilities in a single, easy-to-deploy solution. Web content management capability helps reduce implementation time and costs by placing content creation and management firmly in the hands of content experts, for "author once, publish everywhere" control. The result is more accurate portal content that can be updated more frequently. Document management capability enables individuals and teams to share and save documents in a central location, and popular social capabilities, including blogs, wikis, tagging and ratings, as well as an updated configuration wizard and enhanced analytics support allow you to create a more contemporary web experience. S2K Enterprise Portal is the VAI portal software solution which provides a solid framework to deliver highly customized information and applications to specific people easily and affordably. The S2K Enterprise Portal combines different information, applications, etc. into a single interface. The portal then connects to portlets through an application programming interface. The portal server processes the user requests and retrieves the portlets on the user’s current page. Portlets are specialized pluggable user interface software components that are designed to allow applications to execute inside the portal server. Portlets can be customized to provide Role-Based Content (different content for different users within one portal solution). S2K Enterprise Portal Features: The S2K Enterprise Portal provides access to people, information and applications for everyone who interacts with your business. Within the Organization: • Provides a single access point to all the data an employee needs to do their job.

• Keeps teams and employees connected with instant messaging and presence awareness capabilities.

• Allows individuals and teams to work on documents using enhanced document management capabilities that integrate with the tools you already use.

• VAI’s S2K Sales Force is an example of how the S2K Enterprise Portal can be used to deliver applications within your organization. Geared towards contact management, S2K Sales Force is used for tracking, recording and managing every stage in the sales process for each prospective client, from initial contact to maintaining satisfaction after a lead or prospect has become a customer. Users of S2K Sales Force can process leads, prospects, customers, sales analysis, calendar, to-do lists, etc. on their own browser-based web page in order to customize it to the way they work on a daily basis. S2K Sales Force is completely integrated with S2K Enterprise, VAI’s comprehensive enterprise management system, giving the sales team real time access to customer and product information anytime anywhere. All transactions get posted to history so that members of the sales force can easily review all interactions that have taken place with an account company-wide.

S2K Enterpr ise Por ta l : User Guid e


With Business Partners: • Allows the company to build partner relationships through integration with internal business processes

• Provides access to information and applications that are personalized for each partner to help the company and its partners be more productive.

With Customers: • Increase member satisfaction by providing easy access to information and services

• Intuitive access to VAI’s S2K Enterprise applications and content

• Provides a method to easily deploy the company web site and keep internal staff up to date



Benefits of Portal Solution • Single platform to address application deployment, web content management and collaboration needs

• Provides employees, customers and partners access to applications and timely information

• Helps employee productivity by allowing remote staff to work together more effectively

• Simplified user administration helps lower deployment and management costs

• Based on industry standards helps lower administration and training costs

• Flexible and scalable – grow as you go

Features of S2K Enterprise Portal Solution • Integrated Web Content Manager

• Flexible security & personalization framework

• Instant messaging capability

• Many portal applications tightly integrated with S2K back-end system

• B2B and B2C e-commerce

• Customer Self Service Portal

• Sales Force Automation (S2K Sales Force)

• Supplier Portal

• Executive Portal



Section I: S2K Enterprise Portal B2B e-Commerce Overview S2K Enterprise Portal provides solutions for both business-to-business (B2B) and business-to-consumer (B2C) electronic commerce. Electronic commerce, commonly known as e-commerce, is a type of industry where buying and selling of product or service takes place over electronic systems such as the Internet and other computer networks. E-commerce draws on such technologies as mobile commerce, electronic funds transfer, supply chain management, Internet marketing, online transaction processing, electronic data interchange (EDI), inventory management systems, and automated data collection systems. Modern e-commerce typically uses the World Wide Web at least at one point in the transaction's life-cycle, although it may encompass a wider range of technologies such as e-mail, mobile devices social media, and telephones as well. Business-to-business (B2B) describes commerce transactions between businesses, such as between a manufacturer and a wholesaler, or between a wholesaler and a retailer. A contrasting term is business-to-consumer (B2C). B2C products are sold from a company to the end user. While almost any B2C product or service could also be a B2B product, very few B2B products or services will be used by consumers. For example, facial tissue, a typical B2C product, can be seen as a B2B product if it is bought in larger quantities by a hotel for their restrooms and guestrooms. However, few people will buy an excavator for their private use, making it a typical B2B item. Most B2B products are purchased by companies to be used in their own manufacturing, producing goods and products for which services can be sold. The value added product can then be either sold to yet another company; or to the consumer.

http://en.wikipedia.org/wiki/Business-to-consumer




S2K Enterprise Portal - B2B e-Commerce Log In Once your System Administrator has assigned you a User ID and password you are ready to begin using S2K Portal e-Commerce.

Figure 1 S2K Enterprise Portal B2B e-Commerce Login Page

Enter your User ID and Password and click the LOG IN button to display the S2K Enterprise Portal B2B e-commerce Sample S2K Enterprise Portal web site Home Page, (see Figure 2).



Sample S2K Enterprise Portal Web Site Home Page

Figure 2 Sample S2K Enterprise Portal Web Site Home Page

The Content Manager allows for the insertion of personalized text content.

The Content Manager allows for the insertion of multiple personalized ‘Hero’ images.

Maintain Product information: • Categories • Extended Descriptions • Multiple Images • Attributes • External Links • SEM elements

New Products and Featured Products are the default display on the Product Ordering portlet.

S2K Enterprise Portal - S2K Administration Search Value Maintenance allows the administrator to design robust searching capability on the site.



Integrated Content Management Tools • Catalog Building

• Supports multiple catalogs

• Maintain product Info: o Categories o Extended descriptions o Multiple images o Attributes o External links o SEM Elements

• Catalog import capability Note: Refer to S2K Enterprise Portal - S2K Administration on page 57 for detailed information on maintaining product categories, descriptions and information

• Web Content Manager



S2K Enterprise Portal - Product Ordering Portlet Ordering on the S2K Enterprise Portal B2B e-Commerce web site can be customized for specific accounts. Selecting an account provides unique pricing, supply lists, buying history, order, balance and payment history for that account. Click Products on the S2K Enterprise Portal toolbar to access Product Ordering.

Select an Account S2K Enterprise Portal catalogues are Account specific to provide catalogue pricing, supply lists, buying history, order, balance and payment history available unique to the selected account that is purchasing items. To use the ordering portlet for a specific account, select the Account Name hyperlink. If logged in as a Guest, the Product (ordering) will be the only portlet available including standard, non-specific pricing and features.

Figure 3 S2K Enterprise Portal Toolbar (Select Account)

Click the Account Name hyperlink on the S2K Enterprise Portal Toolbar to display the following Select Account portlet.

Figure 4 Select Account Portlet

• Click the SELECT button next to the Account number to display the Customer Service>Build and Order portlet catalogue for that account. If the account is not known it can be located by entering a string of matching criteria in the ‘Search’ field and clicking the SEARCH button.

Click the Account Name (or Guest) hyperlink to select the account for which to place an order.

Click the show all hyperlink to display the list of accounts from which to select.



• If there is another order currently being processed by user, the following Switch Accounts error message will display. Click SWITCH to continue to change ordering information to the account selected; the current cart the user was processing will be lost. Click CANCEL to terminate the Account Switch request.

Figure 5 Switch Accounts Error Message

Select Products on the S2K Enterprise Portal toolbar to use the S2K Enterprise Portal Product Ordering portlet.

Figure 6 S2K Enterprise Portal Product Ordering Portlet

• New Products and Featured Products as designated by the S2K Enterprise Portal Administrator in S2K Administration display on the first page of the Product Ordering Portlet and are available to order by clicking the image.

Enter an item number or name and click the SEARCH button to retrieve that item into the Product Ordering portlet.

Select Products to use the Product Ordering portlet

Click a link to select a product category to search.

Click a link to select a Manufacturer’s category to search.



Product Search New Items and Featured Items that have been posted by the company will be the default display on the S2K Enterprise Portal Product Ordering Portlet. Use the Product Search option to search for and display items.

Note: The method the S2K Enterprise Portal Product Ordering Portlet uses to search is defined in S2K Administration Search Value Maintenance by the S2K Enterprise Portal Administrator; refer to S2K Enterprise Portal Administration – Search Value Maintenance on page 104 for additional information.

• Enter an ‘Item Number’, ‘Description’, ‘Manufacturer’s Item Number’ or ‘Manufacturer’s Number’ (or a string of characters contained in these fields) in the ‘Product Search’ field and click the SEARCH button to return items matching the criteria entered.

• The default on the page is to Search All Categories. • To narrow the search, select a Product Category or the Manufacturer’s name from the frame on the left of the page.

Figure 7 S2K Enterprise Portal Product Search

Figure 8 S2K Enterprise Portal Product Search (Categories/Manufacturers)

Enter Search criteria and click the SEARCH button.

Select a Product Category or Manufacturer’s Name link to narrow the search results.



Select a Category After selecting a Product Category link on the S2K Enterprise Portal Product Ordering Portlet the following S2K Enterprise Portal Product Ordering Portlet - Product Category page displays.

Figure 9 S2K Enterprise Portal Product Ordering Portlet – Product Category Page

Add to Cart When the category is selected on the S2K Enterprise Portal Product Ordering Portlet, the Product Category page will display for the category selected.

• Enter the quantity of items in the ‘Each’ box.

• Click the ADD to CART button to add the item to the shopping cart (order). Once ADD to CART is selected, the Shopping Cart icon will display the number of items in the order at the top of the page.

Select (check) the ‘Compare’ check box next to each item to display comparison features (attributes).

Enter the desired quantity of the item and click ADD to CART to select the item for purchase.

The Shopping Cart indicates the number of items added to the cart for purchase.

Items selected for comparison display in the five comparison boxes.

Click on COMPARE SELECTED ITEMS to compare the products selected.

Displays the current Product Category

Click Home to go back to the Home page.

Click the Product Name link to display the product

Select from the View Page icons to determine the layout of the product display.



Add to Supply List Supply Lists can be created and saved for orders that are processed on a regular basis. Items that are repeatedly ordered can be added to the Supply List. The Supply List can then be recalled for ease of ordering. To work with Supply Lists click on the SUPPLY LIST button on the S2K Enterprise Portal Product Ordering Portlet – Product Category page; the following Add to Supply List Pop-up window will display.

Figure 10 Add To Supply List Option

• Click the down arrow on the Add to Supply List drop down selection box to select a previously saved Supply List to assist in ordering.

• Click the ADD to SUPPLY LIST button to add the current item to the current Supply List.

• Enter a Supply List name and click the CREATE button to create a new Supply List.

• Check the ‘Private’ check box to make the Supply List visible to the current user only.

Click the +SUPPLY LIST button to display the Add to Supply List drop down selection box.



Product Detail Click the Product Image or the Product Name link to display the following Product Detail page providing detailed information about the product.

Figure 11 S2K Enterprise Portal Product Ordering Portlet – Product Detail Page

• The Overview tab details product information associated with the item number displayed.

• Click the Technical Specifications Folder tab to display additional technical specifications which have been associated with the item number displayed.

Mouse-over the image to enlarge sections for viewing.

‘Extended Description’ text/images entered by the System Administrator in Product Info Maintenance display here in the Product Detail on the web page.



Compare Selected Items If items have been selected for comparison, click the COMPARE SELECTED ITEMS button on the S2K Enterprise Portal Product Ordering – Product Category page to display the following S2K Enterprise Portal Product Ordering Portlet – Product Comparison page. All items that have been selected (with a check mark next to the ‘Compare’ field) will display including the item number, description and price of each comparison product.

Figure 12 S2K Enterprise Portal Product Ordering Portlet – Product Comparison Page

All items that have been selected (with a check mark next to the ‘Compare’ field) display on the S2K Enterprise Portal Product Ordering Portlet – Product Comparison page including the Item Number, Description and price of each comparison product.

• Click the REMOVE button to remove the product from the comparison.

• Click the <== Back to Previous Page link to return to the order.



Review Cart Click the Shopping Cart # Items link on the S2K Enterprise Portal Product Ordering portlet to display the following Review Cart page.

Figure 13 S2K Enterprise Portal Product Ordering-Review Cart Page

• Items on the order display in the Items in Your Cart area on the S2K Enterprise Portal Product Ordering-Review Cart page.

• Make any changes to the order as necessary and click the UPDATE button. • Click the CONTINUE SHOPPING button to return to the Shop by Category page. • Click the PROCEED WITH CHECKOUT button to continue with the order. • Click the SAVE CART button to save a draft of the order. The order can then be recalled at a later time to edit and/or

complete. • Items which have been attached to the item as a cross-sell item by the S2K Enterprise Portal Administrator in S2K

Administration, display in the ‘You May Also be Interested in These Items’ area on the S2K Enterprise Portal Product Ordering-Review Cart page and can be added to the order by entering a quantity in the ‘Qty’ field and clicking the ADD to Cart button.

Cross-sell items display on the Review Cart page.

Click the Shopping Cart link to display this Review Cart page.



Shipping Options To continue with the order click the PROCEED WITH CHECKOUT button on the S2K Enterprise Portal Product Ordering Portlet – Review Cart page to display the following Shipping Options page.

Figure 14 S2K Enterprise Portal Product Ordering-Shipping Options Page

• Review the order to make sure it is correct. • If changes are necessary click the EDIT ORDER button to add/delete items on the order. • Select a ‘Shipping Address’ from the drop down selection box if different than that displayed. • Select a ‘Shipping Method’ from the drop down selection box. • Once all entries are complete, click the PROCEED WITH CHECKOUT button to continue to the payment options page.



Payment Options Once all entries are complete on the S2K Enterprise Portal Product Ordering-Shipping Options page, click the PROCEED WITH CHECKOUT button to continue to the following Payment Options page.

Figure 15 S2K Enterprise Portal Product Ordering-Payment Options Page

• Review the item information. Click the EDIT ORDER button if required to return to the Shopping Cart to change/update items.

• The Billing and Shipping information defaults from the default company information.

• An Order Confirmation (refer to Figure 17) will be sent to the Email address in the User’s profile.

• Enter a Purchase Order Number for the order.

• Enter Order Comments if necessary.

• Select a Payment option.

Required entry fields are designated by a red vertical bar.

Enter a Purchase Order Number for the order.

Select a Payment Option.

Enter Order comments.

An order confirmation will be sent to the Email address in the User’s profile.

Check to agree with the terms before completing the order.

Click COMPLETE ORDER to finish.

Use the drop down box to select a ship date if a different date is required.



Complete Order Click the COMPLETE ORDER button on the S2K Enterprise Portal Product Ordering-Shipping Options page to display the following Complete Order page.

Figure 16 S2K Enterprise Portal Product Ordering-Complete Order Page

• The Order Number displays in the Thank You message at the top of the page • Click EXPORT TO PDF button to save a copy of the order as a .pdf file. • Click the CONTINUE SHOPPING button to place another order.

The Order number displays in the Thank You Message.

Click the CONTINUE SHOPPING button to place another order.

Click the EXPORT to PDF button to save a copy of the order as a .pdf file.



When the order is complete, the following Order Confirmation will be sent from the S2K Enterprise Portal Ordering System to the User’s Email address on the order.

Figure 17 S2K Enterprise Portal Product Ordering-Email Order Confirmation



S2K Enterprise Portal - My Account Portlet The My Account menu provides access to options related to ordering for the current user.

Figure 18 S2K Enterprise Portal Toolbar (My Account)

Click on My Account on the S2K Enterprise Portal Toolbar to access the current user’s account for options related to product ordering; the following portlet options access will display.

Figure 19 S2K Enterprise Portal - My Account Menu

The following portlets are available on the My Account menu. • Track My Orders – displays the order number, order status, customer PO #, date ordered, packed and shipped and the

order total for all orders placed by selected account. The display can be sorted by all open, invoiced or pending orders and orders, quotes, returns or credits.

• View My Open Balance – displays customer information, account summary, aging and invoices for the selected account. • Make Online Payment – allows the user to select invoices and method of payment for the selected account. • View My Payment History – displays payment history, order and invoice information for the selected account.

Additionally the user can search for payment history by a selected date range or check number. • Draft Orders – displays any shopping carts on file that were saved by the current user while using the S2K Enterprise

Ordering portal prior to completing the checkout process. • Supply Lists – allow the user to create, name and save lists of items that are typically purchased by the selected

account. Saved supply lists can be retrieved during product ordering to assist in the order. • Order from History –allows the user to search the selected account’s order history file to display items that have been

ordered in the past to assist in reorder needs • Quick Order – provides a quick order form for the user when the item number and specifications for the item are already

known by the user to speed up the ordering process.

Click on My Account to access the current user’s account for options related to product ordering.



Track My Orders Track My Orders – displays the order number, order status, customer PO #, date ordered, packed and shipped and the order total for all orders placed by the current user. The display can be sorted by all open, invoiced or pending orders and record types of orders, quotes, returns or credits. Additionally orders can be displayed for a particular date range, one order or one purchase order number.

Figure 20 S2K Enterprise Portal - My Account - Track My Orders Portlet Link



The following S2K Enterprise Portal – Track My Orders portlet is the default display when accessing the My Account menu.

Figure 21 S2K Enterprise Portal - My Account - Track My Orders Page

• The S2K Enterprise Portal – My Account – Track My Orders portlet displays the ‘Account #’, ‘Order #’, ‘Status’, ‘Customer PO’, ‘Ordered’, ‘Packed’ and ‘Ship’ dates and the ‘Order total’ for all outstanding orders for the selected account.

• To narrow the display of customer orders or to display specific orders use the search filters on the left of the My Account – Track My Orders portlet. The following search filters are available: o Record Type: Orders, Returns, Quotes or Credits o Show: All, Open, Invoiced or Pending Orders o From/To: Date Range o Order # o PO#

• After the filters are selected click the SEARCH button to retrieve orders matching the criteria entered or click the CLEAR button to clear the search criteria.

Click on the Order Number to display the Order Detail for that order.



Order Detail Click on the Order Number on the S2K Enterprise Portal - My Account - Track My Orders Page to display the following Order Detail for that order.

Figure 22 S2K Enterprise Portal - My Account - Track My Orders – Order Detail Page

The sequence number, quantity ordered, quantity allocated, quantity back ordered, item number and description, pack, price and extension amount will display on the S2K Enterprise Portal - My Account - Track My Orders – Order Detail page for the order selected.

• Click the VIEW ALL ORDERS button to return to the My Account – Track My Orders entire list of orders

• Click the EXPORT to PDF button to export the order to a pdf file the following message will display to notify the user that the file is being created.

Figure 23 S2K Enterprise Portal - My Account - Track My Orders – Order Detail Export to PDF



Click the EXPORT XLS button to export the current order to a Microsoft Excel Spreadsheet. Note: Microsoft Excel must be installed on the User’s PC to use this feature.

Figure 24 S2K Enterprise Portal - My Account - Track My Orders – Order Detail Export to XLS

The sequence number, quantity ordered, quantity allocated, quantity back ordered, item number and description, pack, price and extension amount will be exported to the Microsoft Excel Spreadsheet.



View My Open Balance The S2K Enterprise Portal - View My Open Balance portlet displays customer information, account summary, aging and invoices for the selected account. Select My Account – View My Open Balance on the S2K Enterprise Portal to display open balance information.

Figure 25 S2K Enterprise Portal - My Account – View My Open Balance Portlet Link



Select My Account – View My Open Balance on the S2K Enterprise Portal to display the following S2K Enterprise Portal - My Account – View My Open Balance page for the selected account.

Figure 26 S2K Enterprise Portal - My Account – View My Open Balance Page

• Customer Information, Account Summary, Aging and Invoice information displays on the S2K Enterprise Portal – My Account – View My Open Balance page for the selected account.

• The following Invoice information displays on the S2K Enterprise Portal - My Account – View My Open Balance Page: o invoice number o purchase order number o order number o invoice date o date due and description o amount, payment and amount due



To drill down into the invoice details click on the Invoice # link on the S2K Enterprise Portal - My Account – View My Open Balance page; the following S2K Enterprise Portal – My Account – View My Open Balance Page – Invoice Details page displays.

Figure 27 S2K Enterprise Portal – My Account – View My Open Balance Page – Invoice Details Page

The sequence number, quantity ordered, quantity allocated, quantity back ordered, item number, description, pack size, price and extension display on the S2K Enterprise Portal – My Account – View My Open Balance Page – Invoice Details page for the invoice number selected.



Click the EXPORT to PDF button on the S2K Enterprise Portal – My Account – View My Open Balance page to export the invoice information to a pdf file the following message will display to notify the user that the file is being created.

Figure 28 S2K Enterprise Portal - My Account - Track My Orders – View Open Balance Export to PDF

Click the EXPORT XLS button to export the current order to a Microsoft Excel Spreadsheet. Note: Microsoft Excel must be installed on the User’s PC to use this feature.

Figure 29 S2K Enterprise Portal - My Account - Track My Orders – View Open Balance Export to XLS

The invoice number, purchase order number, order number, invoice date, date due and description, amount payment and amount due will be exported to the Microsoft Excel Spreadsheet.



Make Online Payment The S2K Enterprise Portal – My Account – Make Online Payment portlet allows the user to select invoices to pay and the method of payment for the selected account. Select My Account – Make Online Payment on the S2K Enterprise Portal to make payments on the selected account.

Figure 30 S2K Enterprise Portal - My Account – Make Online Payment Portlet



Select Invoice Select My Account – Make Online Payment on the S2K Enterprise Portal to display the following S2K Enterprise Portal – My Account – Make Online Payment – Select Invoice page for the selected account. Customer Information and Account Summary display at the top of the page. The following Aging and Account Invoices sections display at the bottom of the page and allow the user to select invoices for payment.

Figure 31 S2K Enterprise Portal - My Account – Make Online Payment – Select Invoice Page

• Select (check) each invoice to be paid.

• Click the SELECT ALL button to select all of the current invoices for processing.

• Click the CLEAR ALL button to terminate the selection process.

• Click the CONTINUE button to continue to the S2K Enterprise Portal – My Account – Make Online Payment – Method of Payment page to proceed with payment processing.

Select (check) each invoice to be paid.



Method of Payment Click the CONTINUE button on the S2K Enterprise Portal - My Account – Make Online Payment – Select Invoice page to continue to the following S2K Enterprise Portal – My Account – Make Online Payment – Method of Payment page to proceed with payment processing.

Figure 32 S2K Enterprise Portal – My Account – Make Online Payment – Method of Payment Page

• Required entry fields are designated by a red vertical bar.

• The name, address, city state, postal code, country, phone fax and e-mail address default from the account selected and may be changed as required.

• Enter the credit card # and expiration date on which to charge the invoice.

• Click the CONTINUE button to continue with the credit card payment.

• Click on the BACK button to return to the S2K Enterprise Portal - My Account – Make Online Payment – Select Invoice page to terminate the payment process.




View My Payment History View My Payment History – displays payment history, order and invoice information for the selected account. Additionally the user can search for payment history by a selected date range or check number.

Figure 33 S2K Enterprise Portal - My Account – View My Payment History Portlet



Select My Account – View My Payment History on the S2K Enterprise Portal to display the following S2K Enterprise Portal – My Account – View Payment History page for the selected account.

Figure 34 S2K Enterprise Portal - My Account – View Payment History Page

The S2K Enterprise Portal – View My Payment History portlet displays Payment History, Order Information and Invoice Information for the selected account.

• Enter a ‘From’ and ‘To’ Date and click the SEARCH button to retrieve payment history that took place within the time-frame entered.

• Select Search for: ‘Check Number’ or ‘Invoice Number’ and enter the number of the check or invoice to retrieve payment history matching the criteria entered.

Payment History:

• Check Number, Check Date, Check amount, Invoice/Credit #, and Invoice Date Payment history displays for the selected account.

• Click the + next to the check # field to display ‘Check Amount’ and the Invoice/Credit #

• After clicking the + next to the check # field the Invoice/Credit # displays as a link to view Order Info and Invoice detail.

Click the + sign to expand the Check Amount and Invoice/Credit # detail. Click the

Invoice/Credit # link to expand the Order Info and Invoice detail.



Click the Invoice/Credit # link on the S2K Enterprise Portal – My Account – View Payment History page to expand the page to display the following Order Info and Invoice detail.

Figure 35 S2K Enterprise Portal - My Account – View Payment History (Invoice/Credit Expanded) Page

Order Info: • Order Number, Bill To, Ship To, Date Ordered, Shipped Via, Warehouse, Terms, Total Detail Lines, Total shipment

Quantity, total shipment Weight, Material, Less Discount Amount, Handling, Miscellaneous and freight charges, Tax and total Order Price display for the orders on the S2K Enterprise Portal - My Account – View Payment History Page.

Invoices:

• The sequence number, quantity ordered, quantity allocated, quantity back ordered, item number, description, pack size, price and extension display on the S2K Enterprise Portal – My Account – View My Payment History page for the invoice number selected.

Click the EXPORT to PDF button on the S2K Enterprise Portal – My Account – View My Open Balance page to export the invoice information to a pdf file the following message will display to notify the user that the file is being created.

Figure 36 S2K Enterprise Portal - My Account - View Payment History Export to PDF



Click the EXPORT XLS button on the S2K Enterprise Portal - My Account – View Payment History (Invoice/Credit Expanded) page to export the current payment history to a Microsoft Excel Spreadsheet.

Note: Microsoft Excel must be installed on the User’s PC to use this feature.

Figure 37 S2K Enterprise Portal - My Account - View Payment History Export to XLS

The sequence number, quantity ordered, quantity allocated, quantity back ordered, item number and description, pack, price and extension amount will be exported to the Microsoft Excel Spreadsheet.



Draft Orders The Draft Order option displays any shopping carts on file that were saved by the current user while using the S2K Enterprise Ordering portal prior to completing the checkout process.

Figure 38 S2K Enterprise Portal - My Account - Draft Orders Portlet

To review and retrieve draft orders which have been previously saved during ordering, prior to order completion, select Draft Orders from the S2K Enterprise Portal Ordering - My Account menu. The following S2K Enterprise Portal Product Ordering-Saved Carts page will display with a list of all saved shopping cart orders.

Figure 39 S2K Enterprise Portal Product Ordering-Saved Carts Page

• Click on the Saved Carts Order Name hyperlink to display the quantity, item #, description and unit of measure for the items in the Shopping Cart on the Draft Order.

• Click on the Use hyperlink to display the Review Shopping Cart page to continue with shopping, proceed with checkout or re-save the Shopping Cart as a Draft Order

• Click on the Del hyperlink to delete the saved Shopping Cart Draft Order.



Saving a Draft Order After entering items for the order and adding those items to the shopping Cart (refer to Figure 9), review the order by clicking the ‘Shopping Cart’ icon; the following Review Shopping Cart page will display. If the user is not ready to complete the checkout process the Shopping Cart can be saved as a Draft Order to be opened and used as an order at a later date/time.

Figure 40 S2K Enterprise Portal Product Ordering-Review Shopping Cart Page

• Click the SAVE CART button on the Review Shopping Cart page to save the current Shopping Cart as a Draft Order. The order can then be recalled at a later time to edit and/or complete. The following Save a Cart message will display.

Figure 41 Save a Cart

• Enter a Saved Order Name to display in the Draft Orders list.

• Click the SAVE button to save the order as a draft order to be recalled for future use.

• Check the ‘Private’ check box to keep the order private for the current user to recall only.

Click the SAVE CART button to save the Shopping Cart as a Draft Order.



Once the ‘Shopping Cart’ is saved as a Draft Order the name entered in the Save an Order pop-up box displays in the Saved Carts column on the S2K Enterprise Portal Product Ordering-Saved Carts Page (refer to Figure 42). The Draft Order Name becomes a hyperlink to navigate to the order detail.

Figure 42 S2K Enterprise Portal Product Ordering-Saved Carts Page

Click the Draft Order Name hyperlink under ‘Saved Carts’ to display the following page detailing items in the order.

Figure 43 S2K Enterprise Portal Product Ordering-Draft Order Detail

Click the Use hyperlink to re-display the Review Shopping Cart page to complete the order or click the Del hyperlink to delete the Draft Order.

Click the Draft Order Name hyperlink under ‘Saved Carts’ to display the items in the order.

Click the Use hyperlink to re-display the Review Shopping Cart page to complete the order or click the Del hyperlink to delete the Draft Order.

A message displays to assure the user that the cart was saved successfully.



Supply Lists Supply Lists – allow the user to create, name and save lists of items that are typically purchased by the selected account. Saved supply lists can be retrieved during product ordering to assist in the order.

Figure 44 S2K Enterprise Portal - My Account – Supply Lists Portlet

To create a new supply list or retrieve an existing supply list for editing, select Supply Lists from the S2K Enterprise Portal - My Account menu; the following S2K Enterprise Portal Supply Lists page will display with a list of all existing saved supply lists for the current company.

Figure 45 S2K Enterprise Portal - My Account – Supply Lists Page

Click Use to place an order from the list, Edit to change an existing supply list, or Del to delete the list.



Create a Supply List Click the CREATE NEW SUPPLY LIST button on the S2K Enterprise Portal - My Account – Supply Lists page to create a new supply list for the current company; the following New Supply List pop-up box displays.

Figure 46 S2K Enterprise Portal - My Account – Create New Supply Lists

• Enter a Supply List name and click the CREATE button to create a new Supply List; the S2K Enterprise Portal - My Account – Create New Supply Lists (Add Items) page displays.

• Check the ‘Private’ check box to make the Supply List visible to the current user only.

Figure 47 S2K Enterprise Portal - My Account – Add Items to Supply List Page

• To add items to the supply list enter a string of characters in the Search box and click the SEARCH button to retrieve items containing the search string entered.

• Leave the Search box blank and click the SEARCH button to retrieve the entire list of items to select from, for the current company (see Figure 52).

• Click the CANCEL button to return to the previous page without saving any changes.

• Refer to Add Items to Supply List on page 44 for additional information.



Use a Supply List Click Use on the S2K Enterprise Portal - My Account – Supply Lists page to display the following S2K Enterprise Portal - My Account – Supply Lists (Add Items to Cart) page to place an order from an existing supply list.

Figure 48 S2K Enterprise Portal - My Account – Supply Lists (Add Items to Cart) Page

• Enter an amount in the ‘Qty’ (quantity) field to order the item. Suggested order quantities default from the supply list selected.

• Click the ADD TO CART button next to an item quantity to add only that item to the order - OR - Click the ADD TO CART button at the top of the page to add all items that have a quantity entered in the ‘Qty’ field to the order.

• Click the CANCEL button to terminate the current order without ordering.

Suggested order quantities default from the Supply List selected.

Out of Sock Items will be Backordered.

Click the Shopping Cart Items link to display the Review Cart page.



Review Cart When item selection is complete on the S2K Enterprise Portal - My Account – Supply Lists (Add Items to Cart) page, click the Shopping Cart Items link to display the following Review Cart page.

Figure 49 S2K Enterprise Portal - My Account – Supply Lists (Review Cart) Page

• Make any required changes on the order and click the UPDATE button. • Click the DELETE button to remove the item for the order. • Click the CONTINUE SHOPPING button to add additional items to the order. • Click the SAVE CART button to save the order as a Draft Order to retrieve and complete at a later time. • Click the PROCEED to CHECKOUT button to continue to the Shipping Options page to continue processing the order.

Note: For complete details on the ordering process refer to Product Ordering on page 8.



Change an Existing Supply List Click Edit on the S2K Enterprise Portal - My Account – Supply Lists page to display the following S2K Enterprise Portal - My Account – Supply Lists (Change) page to update an existing supply list.

Figure 50 S2K Enterprise Portal - My Account – Supply Lists (Change) Page

• The existing ‘Supply List Name’ displays at the top of the page.

• All ‘Items Currently on this List’ display.

• Make changes to the ‘Supply List Name’ if necessary, and click the UPDATE NAME button to change the supply list name.

• Select (check) the ‘Private’ check box to make the supply list available to the current user only.

• Uncheck the ‘Select’ box to remove an item from the supply list.



Add Items to Supply List Click the Add Items to This List folder tab on the S2K Enterprise Portal - My Account – Supply Lists (Change) page to add items to the current supply list; the following S2K Enterprise Portal - My Account – Supply Lists (Add Items Search) page displays.

Figure 51 S2K Enterprise Portal - My Account – Supply Lists (Add Items Search) Page

• To add items to the supply list enter a string of characters in the Search box and click the SEARCH button to retrieve items containing the search string entered.

• Leave the Search box blank and click the SEARCH button to retrieve the entire list of items from which to select, for the current company (see Figure 52).

• Click the CANCEL button to return to the previous page without saving any changes.



Enter a string of characters in the Search box on the S2K Enterprise Portal - My Account – Supply Lists (Add Items) page and click the SEARCH button to retrieve items containing the search string entered; the following S2K Enterprise Portal - My Account – Supply Lists (Add Items) page will display.

Figure 52 S2K Enterprise Portal - My Account – Supply Lists (Add Items) Page

• Select (check) an item to be included in the current Supply List. • Enter a quantity in the Item Qty box (if required) to default the quantity into the Item Quantity box when placing an order

for the item, when using this supply list, for example there may be a quantity discount offered for an item when purchased that you may want to make sure you take advantage of when using the supply list on an order.

• When item selection is complete click the ASSIGN ITEMS button to return to the previous page and add the selected items to the supply list.

• Click the CANCEL button to terminate the changes before saving.



Order from History The Order from History option provides a means to search all products that have been ordered in the past by the user to assist in placing an order. If a category is entered all items that have been purchased by the company in that category will display.

Figure 53 S2K Enterprise Portal - My Account – Order from History Portlet

Select an Account To place an order from history for an account, select the Account Name hyperlink to make account specific catalogue pricing, items and buying history available in the S2K Enterprise Portal-My Accounts – Order from History portlet.

Figure 54 S2K Enterprise – My Accounts – (Select Account)

Click the Account Name hyperlink on the S2K Sales Force toolbar to display the following Select Account portlet.

Click the Account Name (or Guest) hyperlink to select the account for which to place an order.



Figure 55 Select Account Portlet

• Click the SELECT button next to the Account number to display the Customer Service>Build and Order>Order from History Portlet for that account.

• If the account is not known it can be located by entering a string of matching criteria in the ‘Search’ field and clicking the SEARCH button.

If there is currently an order being processed by the current user the following Switch Accounts error message will display. Click SWITCH to continue to change account ordering to the account selected; the current cart will be lost. Click CANCEL to terminate the Account Switch request.

Figure 56 Switch Accounts Error Message

Click the show all hyperlink to display the list of accounts.



Order from History Search New Products and Featured Products that have been posted by the company will display on the S2K Enterprise Portal - My Account – Order from History portlet. Use the Order History Search option to search for and display items purchased in the past by the current company.

Note: The method S2K Sales Force uses to search is defined in S2K Administration Search Value Maintenance by the S2K Sales Force Administrator.

Figure 57 S2K Enterprise Portal - My Account – Order from History Search Page

• Enter an ‘Item Number’, ‘Description’, ‘Manufacturer’s Item Number’ or ‘Manufacturer’s Number’ (or a string of characters contained in these fields) in the ‘History Search’ field and click the SEARCH button to return items matching the criteria entered from the account’s History File.

After the requested search items are retrieved the following Narrow Your Search box displays related categories to further define the search for items.

Figure 58 Narrow Your Search Box

• Select a Category link to narrow your search for items and display the items on the Order from History page.

Enter a string of characters and click SEARCH to retrieve items matching the criteria entered.

Select a Category link to narrow your search for items.

Click a product image or name to retrieve the Ordering page for that item.



Order from History Click a product image or item name on the S2K Enterprise Portal - My Account – Order from History Search page to retrieve the following Ordering page for that item.

Figure 59 S2K Enterprise Portal – My Account – Order from History Page

• The icon displays in the item detail to indicate the item is in the History File and has been ordered in the past by the user at the current account.

• Enter the quantity of the item to be ordered. • Click the ADD TO CART button to add the item to the order. • To continue with product ordering steps to order items refer to Product Ordering on page 8 for additional information.

The icon displays in the item detail to indicate the item has been ordered in the past by the user at the current account.

Enter the quantity of the item to purchase and click the ADD TO CART button.



Quick Order If the item numbers for the order are known, the S2K Enterprise Portal - Quick Order option can be used to bypass the product search by entering the quantities and item numbers and proceeding with check out to speed up the ordering process.

Figure 60 S2K Enterprise Portal – My Account – Quick Order Portlet Link



Figure 61 S2K Enterprise Portal – My Account – Quick Order Portlet Page

• Enter the quantity of items and item numbers for the order. • Click the ADD TO ORDER button on the S2K Enterprise Portal – My Account – Quick Order portlet page to proceed to

the Quick Order page. • Continue with product ordering steps to order items (refer to Product Ordering on page 8 for additional information).

The top of the Quick Order page allows for the insertion of personalized content defined by the System administrator in the Web Content Manager.

Enter the quantity and item number to add to the quick order.

Click the ADD TO ORDER button to add the items to the Quick Order.



S2K Enterprise Portal - Edit My Profile Portlet Select Edit My Profile on the S2K Enterprise Portal toolbar to use the S2K Enterprise Portal Edit My Profile portlet.

Figure 62 S2K Enterprise Portal Toolbar – Edit My Profile

The Edit My Profile portlet is provided to set preferences, passwords, Email address and signature, etc. for the current user of S2K Enterprise Portal.

Figure 63 S2K Enterprise Portal - Edit My Profile Portlet

User Info • Name, Address, City, State, Zip Code, Time Zone. • Email, Email Password Preferences • Return Email Name, Return Email Address (if different). • Select (check) the Send me a copy of all correspondence check box to receive all incoming Emails at the Email address

entered.



• Enter an Email Signature to use on outgoing e-mails. Note: If VAI’s S2K Sales Force application is installed in the portal, an Email Signature can be used in Email Templates to automatically enter a signature in outgoing Emails via usage of the mail merge-type tag ${user_emailsig} inserted in the template.

• Select how search results should be ordered from the ‘Order my search results by’ field. Valid selections are RELEVANCE, ITEM NUMBER, and DESCRIPTION.

• Select the Sequence the search results should display in. Valid selections are: DESCENDING or ASCENDING sequence. • Select how items should be added to the shopping cart. Valid selections are ONE AT A TIME or ALL ITEMS ON THE

PAGE AT ONCE. • Once all User Information and Preferences are complete click on the SAVE button to save the changes to the current

User Profile.



Section II: S2K Enterprise Portal B2C e-Commerce Business-to-consumer (B2C) B2C products are sold from a company to the end user. A contrasting term is Business-to-business (B2B) which describes commerce transactions between businesses, such as between a manufacturer and a wholesaler, or between a wholesaler and a retailer. While almost any B2C product or service could also be a B2B product, very few B2B products or services will be used by consumers. For example, facial tissue, a typical B2C product, can be seen as a B2B product if it is bought in larger quantities by a hotel for their restrooms and guestrooms. However, few people will buy an excavator for their private use, making it a typical B2B item. Most B2B products are purchased by companies to be used in their own manufacturing, producing goods and services to be sold. The value added product can then be either sold to yet another company; or to the consumer.

VAI’s S2K Enterprise Portal B2C Model • Personalized (Role Based) applications, for example employees, customers, partners, etc. see information relevant to

their role. Permissions for pages and programs are based on the individual’s security level

• First time guests of the S2K Enterprise Portal are asked to register for the site and Create a User ID and Password to provide future faster checkout

• When guest visitors to the web site register on the S2K Enterprise Portal a Customer record is created in the Customer Master File on the back end in VAI’s S2K Enterprise base package Enterprise Resource Planning (ERP) platform as well as a User record on the S2K Enterprise portal web application.

• The S2K Enterprise Portal Forms Processor creates an XML form to collect the customer’s registration data and can email it to the system administrator.




B2C e-Commerce Log In Customers who are unknown to the site are allowed to visit the site and then are requested to register after visiting. S2K Enterprise Portal allows customers to create an account to log in to the ordering portal. Once an account is created, the customer becomes a registered customer and information can be saved to provide for faster checkout when purchasing items.

Figure 64 S2K Enterprise Portal B2C Login or Registration

• Enter a User ID and Password to log in to an existing customer account for faster checkout. Click the LOG IN button to log in to the S2K Enterprise Portal site or click the CANCEL button to terminate the log in request.

OR

• Click the CREATE AN ACCOUNT button to display the S2K Enterprise Portal B2C User Registration Portlet to create a new customer account.



Click the CREATE AN ACCOUNT button on the S2K Enterprise Portal B2C Login/Registration page to create a new portal account; the following User Registration portlet displays.

Figure 65 S2K Enterprise Portal B2C User Registration Portlet

• Enter the User ID, Billing Information and Shipping Information to register for the B2C S2K Enterprise Portal site.

• After the registration form is complete click on the REGISTER button to register for the site or click the CANCEL button to terminate the registration process.

• Registered customers have the benefit of a faster checkout process as a result of the saved information.

• Registration in the B2C e-Commerce portal creates a Customer in the Customer Master File in S2K Enterprise back office administration ERP base package and creates a User File on the S2K Enterprise Portal




Section III: S2K Enterprise Portal - S2K Administration S2K Enterprise Portal S2K Administration is provided to administer and maintain the S2K Portal deployment for your company. Various maintenance portlets provide the tools to define user access and capabilities as well as product catalogue maintenance.

Note: S2K Enterprise Portal S2K Administration is available to System Administrators only. The top toolbar will not be available to users without the user having System Administrator authority to the S2K Enterprise Portal.

Figure 66 S2K Enterprise Portal Toolbars

Select S2K Administration from the S2K Enterprise Portal (top toolbar) to display the following S2K Enterprise Portal – S2K Administration Maintenance portlet access.

Figure 67 S2K Enterprise Portal Administration Maintenance Portlets

The S2K Enterprise Portal Administration (User Maintenance) Portlet (see Figure 69) is the default view.

Click S2K Administration to display the S2K Enterprise Portal Administration Maintenance Portlets (Figure 67).

Click this caret to toggle between displaying/hiding the S2K Enterprise - S2K Administration portal toolbar.



S2K Enterprise Portal Administration Maintenance Portlets The following S2K Enterprise Portal Administration Maintenance Portlets and their usage will be described in this section.

• User Maintenance – Allows the Administrator to add and edit User IDs, addresses, email addresses and password logons to S2K Enterprise Portal. Additionally the User Type and Authority to Administer Accounts is determined in User Maintenance.

• Category Maintenance – Allows the Administrator to add categories and sub-categories for catalog items. Categories can be assigned to a specific page on the site (e.g., the Home page). A category Quick Code, parent category quick code, menu image and menu content key can be assigned to the category in category maintenance. Categories consist of one Product Type. Categories provide a means for the buyer to search and easily locate items to purchase.

• Item Maintenance – Allows the Administrator to maintain items, item descriptions, images, product attributes, the category the item belongs in, and related product to up-sell and cross-sell. Keywords can be associated to items to make them easily located with the search function. External sources can be associated with items to provide a hyperlink to navigate to additional information required to purchase.

• Product Attribute Maintenance – Allows the Administrator to add product attribute names, determine if the name will be enabled and/or searchable and add a ‘Variant’ and ‘Order By’ designation. A product attribute is a general term that defines a group of variations of that term, for example: If ‘Color’ is the attribute then ‘Black’, ‘Blue’ and ‘Brown’ could be variants of the attribute called ‘Color’. Attributes are the properties of a product, for example a product could have attributes of different values like color (with variants of brown, blue, grey), length (with variants of 6 inch, 12 inch, 24 inch) tensile strength (with variants of 250 psi, 500 psi). Product Attributes can then be grouped together into a Product Type in a Category. When associated with items in the catalog, Product Types and Product Attributes further define the item allowing for advanced searches for customers to locate an exact item match that is required for the purchase.

• Product Type Maintenance – Allows the Administrator to maintain Product Types to which items can be assigned in the catalogue. A Product Type consists of an attribute set, for example a Product Type of Cable Ties could have an attribute set which includes color, length and tensile strength. S2K Enterprise Portal Categories consist of one Product Type.

• Catalogue Import Utility – Allows the Administrator to download an Excel template containing product attribute fields associated with the items to be imported from an outside source. Product Types, Categories and Items can be uploaded to a selected file to create the S2K Enterprise Portal product catalogue from an existing outside source.

• Search Value Maintenance – Allows the Administrator to assign weighted point values to Index codes associated with descriptions of fields that may be searched to define the hierarchy for the Portal Product searches throughout S2K Enterprise Portal. For example, if Item Number is assigned a search point value of 1.00 and Manufacturer Number is assigned a search point value of 2.0 when a search is performed the Item Number field will be searched first before the Manufacturer number field to retrieve search results for an item.



S2K Enterprise Portal Catalog Item Hierarchy Example Flowchart

Figure 68 S2K Enterprise Portal - Catalog Item Hierarchy Example Flowchart

Category • Small Electronics

Product Type • HP Printer Ink Cartridges

Product Attribute (Color) Variants:

• Black • Red/Green/Blue • Cyan/Magenta/Yellow/Black

Sub-Category • Printers

Item • HP 9600 Black Printer

Cartridge o Item # HP96BW

Support for multiple catalogs

Catalog • Electronic Warehouse

Support for unlimited categories

Product Type = groups of product attributes together in a set describing the item

Product Attributes = the variants of a product type

S2K Portal Web Item Master File is populated by S2K Enterprise base ERP package on the back end or imported from a catalog spreadsheet

Product Attribute (Model) Variants:

• HP9600 Printer Cartridge • HP2400 Printer Cartridge • HP2300 Printer Cartridge



The S2K Enterprise Portal Administration - User Maintenance Portlet The S2K Enterprise Portal Administration – User Maintenance portlet Allows the Administrator to add and edit User Profiles, IDs, addresses, email addresses and password logons to S2K Enterprise Portal. Additionally the User Type and Authority to Administer Accounts is determined and set by the System Administrator in the User Maintenance portlet.

Figure 69 S2K Enterprise Portal Administration - User Maintenance Portlet

• Click the CREATE NEW USER button to display the S2K Enterprise Portal Administration - Create New User Portlet to create a new User Profile to allow access and determine security levels for the user to the portal.

• Click the Edit hyperlink to edit an existing User Profile.

• Click the Del hyperlink to delete an existing User Profile.

• Click the User ID hyperlink to Link Accounts to a ‘Customer’ User Type

Click the CREATE NEW USER button to add and save a new portal user.

Click S2K Administration to display the S2K Enterprise Portal Administration User Maintenance Portlet.

Click the Edit hyperlink to edit and existing User.

Click the User ID hyperlink to Link Accounts to the User.



Create New User Click the CREATE NEW USER button on the S2K Enterprise Portal Administration - User Maintenance Portlet to add and save a new user. The following S2K Enterprise Portal Administration – Create New User portlet displays.

Figure 70 S2K Enterprise Portal Administration - Create New User Portlet




Select a User Type Selecting a User Type for a new user determines the role of the user, for example supplier, customer, or salesperson. The user’s role determines the security and personalization of portlets available to the user on the S2K Enterprise Portal.

Figure 71 S2K Enterprise Portal Administration - Create New User Portlet (Sample)

The User ID message notifies the Administrator if the ID being created is available or already in use.

The User ID and Password are required to log in to S2K Enterprise Portal.

Select a User Type to determine security and personalization of portlets available to the user on S2K Enterprise Portal.



Edit Customer User Profile Click on the User Name hyperlink to edit an existing user. If the User Type has a ‘Customer Role’ as defined in Create New User, the following Edit Customer Role User Type User Profile page will display.

Figure 72 Edit (Customer Role User Type) User Profile

The ‘Linked Account’ Information on the Edit Customer User Profile allows the S2K Enterprise Portal Administrator to determine the following securities and personalization for the User:

• Allow the User to Administer Accounts, (Yes/No)

• Discount Start Date, Discount Amount, and Discount Duration in the Product Ordering portlet

• Default Account, Sort Method (by Relevance, Item Number or Description) and Sort Direction (Ascending/Descending) on Product Ordering Searches.

• How items will be added to the Shopping Cart in the Product Ordering portlet (One at a Time or All Items on the Page at Once).

• The bottom portion of the page allows the Administrator to add Linked Accounts to the User Profile. Click on the NEW button to add an account. Click on the SEARCH button on the next page to search available Customer Numbers and Ship-To Addresses to be added to the user profile. Linked Accounts are linked between the S2K Enterprise Portal and the Customer Master File in S2K Enterprise - Enterprise Resource Planning (ERP) base package.



Edit Sales Representative User Profile Click on the User Name hyperlink to edit an existing user. If the User Type has a ‘Sales Team Role’ as defined in Create New User, the following Edit Sales Team Role User Type User Profile page will display.

Figure 73 Edit (Sales Team Role User Type) User Profile

The ‘Linked Account’ Information on the Edit Sale Representative User Profile allows the S2K Enterprise Portal Administrator to determine the following securities and personalization for the User:

• Email Name, Address, BCC Return Address, Email Signature

• Default Sort Method and Direction on Searches

• How items will be added to the Shopping Cart in the Product Ordering portlet (One at a Time or All Items on the Page at Once).

• The Sales Representative User Profile will be assigned all accounts from the S2K Enterprise ERP base package Customer Master File where the S2K Enterprise Portal ‘Salesperson’ field (with a Sales Team Role) matches the ‘Salesman 1’ field in the Customer Master File.



S2K Enterprise Portal Administration - Category Maintenance Portlet Category Maintenance allows the Administrator to add categories and sub-categories for catalog items. Categories can be assigned to a specific page on the site (e.g., the Home page). A category Quick Code, parent category quick code, menu image and menu content key can be assigned to the category in category maintenance. Categories consist of one Product Type. Categories provide a means for the buyer to search and easily locate items to purchase. Select Category Maintenance from the S2K Enterprise Portal S2K Administration Toolbar. The S2K Enterprise Portal S2K Administration – Category Manager portlet displays.

Figure 74 S2K Enterprise Portal Administration - Category Maintenance

Figure 75 S2K Enterprise Portal Administration – Category Manager Portlet

The Category Maintenance portlet will display any categories that have been previously added to the current site.

• Click the Edit hyperlink to edit an existing category

• Click the Del hyperlink to delete an existing category



• Click the ADD NEW CATEGORY button in the Category Manager to add a new category to the current site



Add New Category – General After clicking the ADD NEW CATEGORY button on the S2K Enterprise Portal Administration – Category Manager Portlet the following Add New Category (General) page is the default display.

Figure 76 S2K Enterprise Portal Administration – Add New Category (General) Page

The ‘General’ Information on the Add New Category (General) page allows the S2K Enterprise Portal Administrator to determine the following information for the Category:

• Category Quick Code – a unique code assigned to the Sub-Category which is used as a secondary identifier of the category by the S2K Enterprise Portal behind the scenes.

• Parent Category Quick Code – a unique code assigned to the Parent Category which is used as a secondary identifier by the S2K Enterprise Portal behind the scenes.

• Content Key – identifies the category to the Web Content Manager for this category’s content. • Menu Image – an image which can display on the web page when a user mouses over the category to further define

the products in that category. • Menu Content Key – a pointer to the content to display on the web page next to the image when a user mouses

over the category to further define the products in that category. • Publish – Yes/No determines whether this category being defined will display on the web page or not. • Click the BACK button to return to the Category Manager List page without saving. • Click the SAVE button to return to the Category Manager List page after saving the category. • Click the SAVE and CONTINUE EDIT button to save and return to the Category Manager List page.



Add New Category – Titles and Descriptions Click on Titles and Descriptions on the S2K Enterprise Portal Administration – Add New Category (General) Page to display the following S2K Enterprise Portal Administration – Add New Category (Titles and Descriptions) Page.

Figure 77 S2K Enterprise Portal Administration – Add New Category (Titles and Descriptions) Page

The ‘Titles and Descriptions’ Information on the Add New Category page allows the S2K Enterprise Portal Administrator to determine the following information for the Category:

• Category Name –displays as the name of the category on the web page

• Page Title – shows in the Browser address at the top of the browser when the user navigates to the Category Page

• Meta Description – enter text strings which will be used as hidden tags in the HTML language that are used solely by search engines to allow the category to rank higher in an end user search of the description for an item in this category.

• Meta Keywords – enter words which will be used as hidden tags in the HTML language that are used solely by search engines to allow the category to rank higher in an end user search of the name for this category.



Add New Category – Images Images defined on the S2K Enterprise Portal Administration – Add New Category (Images) page will only display on the web page if this is a sub-category of a parent category.

Figure 78 S2K Enterprise Portal Administration – Add New Category (Images) Page

The ‘Images’ Information on the Add New Category page allows the S2K Enterprise Portal Administrator to determine the following information for the Category:

• The Thumbnail image name - The name of the thumbnail image file to use for this category

• The Thumbnail Alternate Text - Alternate text for the thumbnail image to use for HTML programs that read screens for the disabled and offer an alternate means of viewing

• Fullsize Image Name - The name of the full sized image file to use for this category

• Fullsize Alt Text - Alternate text for the full sized image to use for HTML programs that read screens for the disabled and offer an alternate means of viewing

• Click the PREVIEW button to preview the image for the category • Click the BACK button to return to the Category Manager List page without saving. • Click the SAVE button to return to the Category Manager List page after saving the image information.

• Click the SAVE and CONTINUE EDIT button to save the changes return to the Category Manager List.



Edit an Existing Category Click the Category Name hyperlink on the S2K Enterprise Portal Administration – Category Manager Portlet List to edit an existing category; the Category>Sub Category list displays.

Figure 79 S2K Enterprise Portal Administration – Edit Category (Category List) Portlet

Click the Edit hyperlink next to the category name to edit an existing category.

Figure 80 S2K Enterprise Portal Administration – Edit Category Portlet

Refer to S2K Enterprise Portal Administration - Category Maintenance Portlet on page 65 for complete instructions on category maintenance.

Click the Edit hyperlink to edit an existing category.

Displays the name of the existing category to edit.



Edit an Existing Sub-Category

Figure 81 S2K Enterprise Portal Administration – Edit Category (Category List) Page

• Click the Edit hyperlink to edit the category information.

• Click the Del hyperlink to delete the category from the web site.

• Terminal - The (x icon) displays in the ‘Terminal’ field to indicate that the Category does not terminate here. The (check icon) in this field indicates that the Category terminates. Sub categories are allowed as long as no categories are assigned.

• Has Assigned Items - After a category has assigned items a sub-category will not be allowed. The icon in the ‘Has Assigned Items’ field indicates that there are no assigned items in the category, and defining a sub-category will be allowed. The (check icon) in this field indicates that the category has assigned items and a sub-category will not be allowed.

Click the Category Name hyperlink to display the Edit Category > Sub-Category List Page.



Click the Category Name hyperlink on the Enterprise Portal Administration – Edit Category (Category List) page to edit sub-categories in an existing category.

Figure 82 S2K Enterprise Portal Administration – Edit Category > Sub-Category List Page

Click the NEW SUB-CATEGORY IN (PARENT CATEGORY NAME) button to create a new Sub-Category in the current category.

Click the Edit hyperlink to edit the Sub-Category in the current category.



Click the Edit hyperlink to edit the Sub-Category in the current category. The following Sub-sub Category maintenance page displays.

Figure 83 S2K Enterprise Portal Administration – Edit Category > Sub-Sub-Category List Page

Select from available Product Types to assign to the category.

Select from available Related Categories to assign as a sub-sub-to the category.



S2K Enterprise Portal Administration - Item Maintenance Portlet Item Maintenance allows the Administrator to maintain items, item descriptions, images, product attributes, the category the item belongs in, and related product to up-sell and cross-sell. Keywords can be associated to items to make them easily located with the search function. External sources can be associated with items to provide a hyperlink to navigate to additional information required to purchase. Select Item Maintenance from the S2K Enterprise Portal S2K Administration Toolbar. The S2K Enterprise Portal S2K Administration – Item Maintenance portlet displays.

Figure 84 S2K Enterprise Portal Administration - Item Maintenance

The Item Master File is defined on the back end in the S2K Enterprise ERP base package. As the Item Master File gets updated in the back end administration, programs which are configured during S2K Enterprise Portal deployment, will run in the background to periodically “push” the updates to the S2K Enterprise Portal Web Item Master File. Once in the Web Item Master File, these items become available to the S2K Enterprise Portal Catalogue Manager and Catalogue Import Utility to ultimately be configured for the portal web site product ordering pages. The pages that follow describe the assignment of product information to items to configure items for S2K Enterprise Portal Web Site Product Searching and Ordering. The following menu displays the Item Maintenance Product Info choices that are available to assign to items:

Figure 85 Item Maintenance Product Info Configuration Choices

During item editing, Item Maintenance Product Info configuration choices display in Red to indicate the changes have not yet been saved to the Item.



Saving Item Maintenance Product Info Configuration Edits Item Maintenance Product Info configuration choices display in Red to indicate the changes have not yet been saved to the Item. During item maintenance editing on each of the S2K Enterprise Portal Administration - Item Maintenance pages, select from the following buttons to achieve the desired result:

Figure 86 Item Maintenance Product Info configuration Edit Save/Cancel Buttons

• Click the BACK button to return to the S2K Enterprise Portal Administration (Item Maintenance) Portlet - Item List page

without saving any changes. • Click the SAVE button to save the changes and return to the S2K Enterprise Portal Administration (Item Maintenance)

Portlet – Item List page. • Click the SAVE and CONTINUE EDIT button to save the current edits and continue to edit the current item on the Product

Info page.



S2K Enterprise Portal Administration - Item Maintenance Item List Click on Item Maintenance on the S2K Enterprise Portal – S2K Administration toolbar to display the following The S2K Enterprise Portal Administration - Item Maintenance Item List; all items that have been imported to the current company catalogue display.

Figure 87 S2K Enterprise Portal Administration (Item Maintenance) Portlet - Item List

Click Edit to edit the product information for the item.

Enter text contained in the Item to retrieve a list of items matching the criteria entered.



Item Maintenance Portlet – Search Use Item Search to filter the S2K Enterprise Portal Administration (Item Maintenance) portlet list to display the desired results.

Figure 88 S2K Enterprise Portal Administration - Item Maintenance (Search)

• The default Item Search on the S2K Enterprise Portal Administration (Item Maintenance) Portlet is to search ‘All Categories’. Click the ‘Category’ drop down selection box to display a pre-defined list of categories from which to select for editing.

• The S2K Enterprise Portal Item Search will look in the ‘Item Number’ and both ‘Description’ fields and return only items with matching text in these fields in the category selected.

• The ‘Unassigned Items’ category search finds items which are not assigned to a category to assist the administrator in making the decision as to whether they should be assign to a category or not.

Select a Category to search in for the item search text entered.



S2K Enterprise Portal Administration - Item Maintenance Product Information General, Extended Description, Meta Info, Images, Product Attributes, Up Sell Items, Cross Sell Items, Related Items, Categories, External sources and Additional Keywords are defined for items by the Administrator in the S2K Enterprise Portal Administration - Item Maintenance portlet. Click on Edit next to an item on the S2K Enterprise Portal Administration - Item Maintenance Item List to edit the product information for the item. Item Maintenance Portlet – Edit Item General The following ‘General’ page is the default display when Edit is selected for an item on the S2K Enterprise Portal Administration - Item Maintenance Item List.

Figure 89 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - General)

• Override Description 1 and 2 - These fields are used only if a description that is different from the Description 1 and Description 2 as defined in the Item Master File in S2K Enterprise base package on the back end office administration is required to display on the web page on the Product Ordering portal.

• Content Key – Enter the content key (identifying name of the piece of content created) for this item as defined in the Content Manager to determine the image or text that will display for the item on the Item Detail Page.

If ‘New Item’ or ‘Featured Item’ is selected the Item will display on the Product Ordering Home page under New and Featured Item portlets.

‘Start Date’ and ‘End Date’ fields display for ‘New Items’ and/or ‘Featured Items’ to determine the timeframe to display the item on the Home page portlets.

Item Maintenance Product Info choices display in Red to indicate the changes have not yet been saved to the Item.



• New Item – Select the ‘New Item’ check box for Yes to display the item in the New Item portlet on the first page of the S2K Enterprise Portal Product Ordering portlet.

• New Item Start/End date – Enter the start and End dates to determine the duration of time the item should display on the New Item portlet on the first S2K Enterprise Portal Product Ordering page. Note: The ‘New Item’ Start and End Date entry fields only display when the ‘New Item’ check box has been selected.

• Featured Item – Select the ‘Featured Item’ check box for Yes to display the item in the Featured Item portlet on the first page of the S2K Enterprise Portal Product Ordering portlet.

• Featured Item Start/End date – Enter the start and End dates to determine the duration of time the item should display on the Featured Item portlet on the first S2K Enterprise Portal Product Ordering page. Note: The ‘Featured Item’ Start and End Date entry fields only display when the ‘Featured Item’ check box has been selected.

Figure 90 Product Ordering Sample Page - New and Featured Products

Products designated as new display here.

Products designated as featured display here.



Item Maintenance Portlet – Edit Item Extended Description S2K Enterprise Portal items will display the text from the Item Master File ‘Description 1’ and ‘Description 2’ fields as defined for the item in the S2K Enterprise base package on the back end. The Item Maintenance Portlet – Edit Item ‘Extended Description’ field is provided to override the base package Item Master File descriptions when additional information is required to display on the Product Ordering page. When a user clicks on the item in the Product Ordering portlet this HTML enabled text fields display additional information in addition to the SEARCH results. If information is not entered in the ‘Extended Description’ field in Product Info for the Item, the ‘Description 1’ and ‘Description 2’ fields as defined in the Item Master File on the back end will display for the item. Click on ‘Extended Description’ on the Item Maintenance - Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Extended Description) page.

Figure 91 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Extended Description)

• Text and/or images entered in the ‘Extended Description’ field in Product Info Maintenance will display on the Product Detail page for the item (inset) in the S2K Enterprise Portal Product Ordering portlet.

• Text and/or images entered in the ‘Short Description’ field in Product Info Maintenance displays on the Product Detail page for the item (inset) in the S2K Enterprise Portal Product Ordering portlet.

Enter ‘Extended Description’ text here in Product Info Maintenance and apply formatting.

‘Extended Description’ text/images entered in Product Info Maintenance display here in the Product Detail on the web page.

Enter ‘Short Description’ text/images here in Product Info Maintenance and apply formatting.

‘Short Description’ text/images entered in Product Info Maintenance display here in the Product Detail on the web page.



Item Maintenance Portlet – Edit Item Meta Info Metafile information and Metafile Keywords can be entered for an item to be used in Search Engine Optimization to enable the item to have a higher ranking during searches for product on the internet. Click on ‘Meta Info’ on the Item Maintenance - Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Meta Info) page.

Figure 92 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Meta Info)

• Enter a ‘Page Title’ to display in the browser title bar when the Product Detail page displays for this item. • Enter a Meta Description and Meta Keywords to be used in Search Engine Optimization to enable the item to have a

higher ranking during searches for product on the internet.

The Page Title entered here displays in the browser title bar when the Product Detail page displays.

Enter Meta Description and Meta Keywords here to be used in Search Engine Optimization to enable the item to rank better during searches for product on the internet.



Item Maintenance Portlet – Edit Item Images Click on ‘Images’ on the Item Maintenance - Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Item Images) page.

Figure 93 S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Item Images)

Note: Default images for the Portal Catalog and for navigating item inquiries in the Portal and S2K Smart Center are defined in the S2K Enterprise ERP software on the back-end in the Item Master File via the ‘Small jpg’ and the ‘Large jpg’ fields. These images reside on the IBM Power SystemsTM Integrated File System. Image filenames can be edited from the S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Item Images) page as necessary.

• Default Thumbnail File Name - Enter a filename for the default thumbnail image to display on the first page after a search for an item is performed.

• Default Thumbnail Alt Text - Enter a filename for the default thumbnail image to display for alternate displays when the user has software to read and display alternate information for disabled user’s.

• Default Full Size File Name - Enter a filename for the default thumbnail image to display on the first page after a search for an item is performed.

• Default Full Size Alt Text - Enter a filename for the default thumbnail image to display for alternate displays when the user has software to read and display alternate information for disabled user’s.

Images entered in the ‘Default’ fields will display on the first page that displays for an item after an item search takes place.

Five additional Image entry fields are available which will display on the item’s ‘Item Detail’ page in addition to the ‘Default’ fields.



• Thumbnail Image (1-5) File Name - Enter a filename for each (1-5) thumbnail image to display on the item’s detail page.

• Thumbnail Image (1-5) Alt Text - Enter a filename for each (1-5) thumbnail image to display for alternate displays on the item’s detail page when the user has software to read and display alternate information for disabled users.

• Full Size Image (1-5) File Name - Enter a filename for each (1-5) thumbnail image to display on the item’s detail page.

• Full Size Image (1-5) Alt Text - Enter a filename for each (1-5) thumbnail image to display for alternate displays on the item’s detail page when the user has software to read and display alternate information for disabled users.



Item Maintenance Portlet – Edit Item Product Attributes A product attribute is a general term that defines a group of variations of that term, for example: If ‘Color’ is the attribute then ‘Black’, ‘Blue’ and ‘Brown’ could be variants of the attribute called ‘Color’. Attributes are the properties of a product, for example a product could have attributes of different values like color (with variants of brown, blue, grey), length (with variants of 6 inch, 12 inch, 24 inch) tensile strength (with variants of 250 psi, 500 psi). Product Attributes can then be grouped together into a Product Type in a Category. When associated with items in the catalog, Product Types and Product Attributes further define the item allowing for advanced searches for customers to locate an exact item match that is required for the purchase. Product attributes are defined per company in S2K Enterprise Portal S2K Administration – Product Attribute Maintenance. A single company can share product attributes across different catalogs. To assign Product Attributes to the selected item, click on ‘Product Attributes’ on the Item Maintenance - Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Product Attributes) page.

Figure 94 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Product Attributes)

• Click on the Variant drop down selection box next to the attribute to assign the variant to the current item. • The following four S2K Enterprise Portal pre-loaded attributes can be assigned to the item and will display as an icon on

the item’s search results: o ‘Hazard’ o ‘Heavy’ o ‘Oversized’ o ‘Refrigerated’

• ‘Web Enabled’ must be selected for the item to display to a user in the Product Ordering portlet. • ‘Temporarily Unavailable’ will display the item, but it cannot be ordered.

‘Web Enabled’, ‘Hazard’, ‘Heavy’, ‘Oversized’, ‘Refrigerated’ and ‘Temporarily Unavailable’ Product Attributes are pre-defined in S2K Enterprise Portal Administration to select for attachment to the item product info being defined.

Attributes that have been defined for the company display here.

Select the variation of the attribute from the corresponding drop down selection box to assign the variant to the selected item.



Item Maintenance Portlet – Edit Item Up-Sell Items with a higher ticket price can be assigned to an item to provide a suggestion to up-sell the customer to a higher quality item before final check out. Up-sell items display on the Product Detail page of the selected product. Click on ‘Up Sell’ on the Item Maintenance - Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Up-Sell) page.

Figure 95 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Up Sell)

• Enter a string of search characters contained in an item and click the SEARCH button to locate products matching the criteria entered from the Item File to add as an up-sell for the current item.

• After items are located with SEARCH, Select (check) the items you wish to add as an up-sell and click the ADD SELECTED ITEMS button to add the selected item(s) to the current item.

Figure 96 S2K Enterprise Portal Product Ordering-Product Detail Page (Up-Sell Area)

• Up-sell items display in the S2K Enterprise Portal Product Ordering portlet on the Product Detail page.

Enter a search string and click SEARCH to locate products from the Item File to add as an up-sell.

Click ADD SELECTED ITEMS to add the item to the current up-sell items.

After items are searched for and selected they display in the current Up-Sell area.

Up-sell items display on the Product Detail page of an item during product ordering.

Select (check) the Del box and click the DELETE SELECTED ITEMS button to remove it from the up-sell area on the product detail page.



Item Maintenance Portlet – Edit Item Cross-Sell Cross-sell items can be assigned to an item to provide additional add-on item purchase suggestions to the customer before final check out. Cross-sell items display in the S2K Enterprise Portal Product Ordering portlet on the Review Cart page. Click on ‘Cross-Sell’ on the Item Maintenance – Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Cross-Sell) page.

Figure 97 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Cross Sell)

• Enter a string of search characters contained in an item and click the SEARCH button to locate products matching the criteria entered from the Item File to add as a cross-sell for the current item.

• After items are located with SEARCH, Select (check) the items you wish to add as a cross-sell and click the ADD SELECTED ITEMS button to add the selected item(s) to the current item.

• Cross-sell items display on the Product Ordering Portlet – Review Cart page (refer to Figure 98) when a customer adds the item, to which cross-sells were attached to their cart and reviews the shopping cart.

Enter a search string and click SEARCH to locate products from the Item File to add as a cross-sell.

Click ADD SELECTED ITEMS to add the item to the current cross-sell items.

After items are searched for and selected they display in the Current Cross-Sell area.



S2K Enterprise Portal Product Ordering – Review Cart – Cross-Sell When Cross-sell items have been attached to an item via S2K Enterprise Portal – S2K Administration - Item Maintenance Portlet – Edit Item Cross-Sell they will display in the Product Ordering portlet when a customer adds the item to which cross-sell(s) were attached to their cart and reviews the shopping cart.

Figure 98 S2K Enterprise Portal Product Ordering-Review Cart Page (Cross-Sell Area)

Cross Sell items display under the heading “You may also be interested in these items”. The customer has the opportunity at this time to add a quantity of the item and select the ADD TO CART button to add the suggested item to the current order.

• Click the Shopping Cart link while placing an S2K Enterprise Portal product order to display the Review Cart page. • Enter the desired quantity of the Cross-Sell item in the ‘Qty’ field and click the ADD to CART button to add the Cross-sell

item to the current order.

Cross-sell items display on the Review Cart page.

Click the Shopping Cart link to display this Review Cart page.



Item Maintenance Portlet – Edit Item Related Related items can be assigned to an item to provide additional add-on item purchase suggestions to the customer before final check out. Related items display in the S2K Enterprise Portal Product Ordering portlet on the Product Detail page (refer to Figure 100). Click on ‘Related’ on the Item Maintenance – Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Related) page.

Figure 99 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Related)

After items are searched for and selected they display in the current Related Items area.

Enter a search string and click SEARCH to locate products from the Item File to add as a Related Item.

Click ADD SELECTED ITEMS to add the item to the current related items.



S2K Enterprise Portal Product Ordering – Product Detail –Related Items When Related items have been attached to an item via S2K Enterprise Portal – S2K Administration - Item Maintenance Portlet – Edit Item Related they will display on the Product Ordering portlet Product Detail page (refer to Figure 100) when a customer selects the item to purchase.

Figure 100 S2K Enterprise Portal Product Ordering-Product Detail Page (Related Items Area)

• Related items display in the S2K Enterprise Portal Product Ordering portlet on the Product Detail page under the Related Items Heading.

• Enter the desired amount to purchase in the ‘QTY’ field and click ADD TO CART to purchase the Related Item.

Related items display on the Product Detail page of an item during product ordering.

Enter the desired amount in the ‘QTY’ field and click ADD TO CART to purchase the Related Item.



Item Maintenance Portlet – Edit Item Categories Categories can be assigned to a specific page on the web site (e.g., the Home page). Categories consist of one Product Type. Categories provide a means for the buyer to search and easily locate items to purchase. To assign the current item to a category, click on ‘Categories’ on the Item Maintenance – Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Categories) page.

Figure 101 S2K Enterprise Portal Administration - Item Maintenance (Edit Item - Categories)

• Select the Primary Category from the drop down selection box to determine in which category the item belongs. The Primary Category selected determines which item attributes default for the item to aid in product searches on the Product Ordering Portlet

• Select (check) any Sub-Categories from the All Categories section under the primary category to determine all sub-categories in which the item belongs.



Item Maintenance Portlet – Edit Item External Sources External sources can be attached to an item to display on the Item Detail page as links to additional information related to the item. Links can be attached to navigate the user to a different web site, navigate to a file hosted on the same web site as the Product Ordering web site, or navigate to a link to a file on the user’s PC to upload and attach to the item. To attach External sources to the current item, click on ‘External Sources’ on the Item Maintenance – Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – External Sources) page.

Figure 102 S2K Enterprise Portal Administration - Item Maintenance (Edit Item – External Sources)

• To display a link to an alternate web site on the Product Ordering Item Detail page, #1. Select (check) the Display Link check box, #2. Enter the external web site’s URL address, #3. Enter the text to display in the ‘Link Text’ box. For example, links to an external web site may be used to navigate the user to a different site that posts Specification Sheets on product safety when using the selected item.

• To display a link on the Product Ordering Item Detail page to a file hosted on the same web site click ADD FILE in the ‘Shared File’ field and select the file.

• To display a link on the Product Ordering Item Detail page to a file that has been uploaded to the current user’s PC, click UPLOAD FILE in the Uploaded File field and select the file.



Item Maintenance Portlet – Edit Item Additional Keywords Additional Keywords can be attached to the item to enhance the item’s ability of being located in product searches on the S2K Enterprise Portal Product Ordering portlet. To attach additional keywords to the current item, click on ‘Additional Keywords’ on the Item Maintenance – Product Info Maintenance page to display the following S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Additional Keywords) page.

Figure 103 S2K Enterprise Portal Administration - Item Maintenance (Edit Item – Additional Keywords)

• Enter ‘Additional Product Keywords’ in the area provided, each separated by a comma to enhance the item’s ability of being located in product searches on the S2K Enterprise Portal Product Ordering portlet. An example of the use of additional keywords are if the product has tissues in the name and you want it to be located in a search for Kleenex, then add the word Kleenex here in the Additional Product Keyword area to attach it to the current item. Additionally misspellings can be added in the additional product keyword area, to make it easier to locate the item if the product name is prone to misspellings and typos during customer searches for the product on the S2K Enterprise Portal Product Ordering Portlet.



S2K Enterprise Portal Administration – Product Attribute Maintenance Portlet Product Attribute Maintenance allows the Administrator to add product attribute names, determine if the name will be enabled and/or searchable and add a ‘Variant’ and ‘Order By’ designation. A product attribute is a general term that defines a group of variations of that term, for example: If ‘Color’ is the attribute then ‘Black’, ‘Blue’ and ‘Brown’ could be variants of the attribute called ‘Color’. Attributes are the properties of a product, for example a product could have attributes of different values like color (with variants of brown, blue, grey), length (with variants of 6 inch, 12 inch, 24 inch) tensile strength (with variants of 250 psi, 500 psi). Product Attributes can then be grouped together into a Product Type in a Category. When associated with items in the catalog, Product Types and Product Attributes further define the item allowing for advanced searches for customers to locate an exact item match that is required for the purchase. Product Attribute Maintenance allows the Administrator to create a Product Attribute Master File from which Product Attributes can be selected to assign to a Product Type. Once Product Attributes are assigned to a Product Type the attributes are available to be assigned to items in the Category of that Product Type. To define Product Attributes, click on Product Attribute Maintenance on the S2K Enterprise Portal Administration – S2K Administration portlet. The following Product Attribute Maintenance – Attribute List page displays.

Figure 104 S2K Enterprise Portal Administration – Product Attribute Maintenance – Attribute List Portlet

• S2K Enterprise Portal Administration – Product Attribute Maintenance – Attribute List Portlet is the default display page and displays all Attribute that have been defined for the current company and whether each attribute is ‘Enabled’ (available to be assigned) and/or ‘Searchable’.

• Click the Edit link to edit an existing attribute. Click Del to delete an existing attribute from the Company’s list.



S2K Enterprise Portal Administration – Product Attribute Maintenance Portlet – Add New Attribute To add a new attribute to the company’s Attribute Master File click the ADD NEW ATTRIBUTE button on the S2K Enterprise Portal Administration – Product Attribute Maintenance – Attribute List Portlet page; the following S2K Enterprise Portal Administration – Add Attribute page displays.

Figure 105 S2K Enterprise Portal Administration – Add Attribute Page

• Enter an ‘Attribute Name’ to save in the Attribute Master File.

• Enter a ‘Display Name’ to display on the web page for the attribute if different than the name entered in the ‘Attribute Name’ field. If the ‘Display Name’ field is left blank the ‘Attribute Name will display for the attribute.

• Select ‘Enabled YES or NO for the drop down selection box to determine if the attribute should display on the web page or not

• Select ‘Searchable’ YES to determine if the ‘Attribute Name’ should display in searches for an item in addition to displaying on the Product Detail page or NO if the attribute should only display on the Product Detail page and not in searches.

• Click the Add Variant hyperlink to add a variation of the product attribute being defined; refer to Product Attribute Maintenance Portlet – Add Variant of Attribute on page 95 for additional information.

• Click the SAVE ATTRIBUTE button to save the attribute to the Attribute Master File for the current company.

• Click the CANCEL button to terminate the changes without saving.



Product Attribute Maintenance Portlet – Add Variant of Attribute Click the ADD VARIANT button on the S2K Enterprise Portal Administration – Add Attribute page to add a variation of the product attribute being defined; the following Add Variant fields will become available on the page.

Figure 106 S2K Enterprise Portal Administration – Add Attribute Page (Add Variant Fields)

• Enter the ‘Variant’ name to be added to the current Attribute. The ‘Variant’ name entered here displays in the search results when the customer uses the ‘Narrow Your Search’ option when searching for a product in the Product Ordering Portlet. Additionally the variant will display on the Product Detail page during Product Ordering for items to which the Attribute being defined has been attached.

• The ‘Order By’ field is provided to optionally sort the variant information displayed in searches and on the Product Detail page using the value assigned to the attribute. For example, a variant with an ‘Order By’ value of 1 will display before a variant with an ‘Order By’ value of 2. If variants have the same ‘Order By’ value they will be sorted in alphabetical order by attribute name.

• Click the DELETE button to delete the variant from the product attribute.



S2K Enterprise Portal Administration – Product Attribute Maintenance Portlet – Edit Attribute Click the Edit link on the S2K Enterprise Portal Administration – Product Attribute Maintenance – Attribute List to edit an existing attribute, the following S2K Enterprise Portal Administration – Edit Attribute page displays.

Figure 107 S2K Enterprise Portal Administration – Edit Attribute Page

Note: Refer to S2K Enterprise Portal Administration – Product Attribute Maintenance Portlet – Add New Attribute on page 94 for information on the fields on the S2K Enterprise Portal Administration – Edit Attribute page.

In this example the search results order for these variants is MP3, CD-DA AAC.



S2K Enterprise Portal Administration – Product Type Maintenance Product Type Maintenance allows the Administrator to maintain Product Types to which items can be assigned in the catalogue. A Product Type consists of an attribute set, for example a Product Type of Cable Ties could have an attribute set which includes color, length and tensile strength. S2K Enterprise Portal Categories consist of one Product Type. To define Product Types, click on Product Type Maintenance on the S2K Enterprise Portal Administration – S2K Administration portlet. The following Product Type Maintenance – Product Type List page displays.

Figure 108 S2K Enterprise Portal Administration - Product Type Maintenance Portlet - List



S2K Enterprise Portal Administration – Product Type Maintenance - Add New Product Type To add new Product Types, click on the ADD NEW PRODUCT TYPE button on the S2K Enterprise Portal Administration - Product Type Maintenance Portlet – List page. The following Product Type Maintenance – Add Product Type page displays.

Figure 109 S2K Enterprise Portal Administration - Product Type Maintenance Portlet – Add Product Type

• Enter the ‘Product Type’ name to save in the Product Type Master File for this company.

• Select YES from the drop down selection box in the ‘Enabled’ field for the Product Type to be available on the web site or NO for the Product Type not to be enabled on the web site at this time.

• Enter a value in the ‘Order By’ field to determine the order in which the Product Type should display in Category Maintenance. For example a Product Type with a value of 1 will display before a Product Type with a value of 2.

• Select any ‘Available Attributes’ that apply to the Product Type being defined. All Available Attributes that have been defined for the company display in the list for selection.

• Click the SAVE PRODUCT TYPE button to save the new product type to the Product Type Master File

• Click the CANCEL button to terminate the changes without saving.

Select Attributes to attach to the Product Type.



S2K Enterprise Portal Administration – Product Type Maintenance - Edit Product Type To edit an existing Product Type, click on Edit on the S2K Enterprise Portal Administration - Product Type Maintenance Portlet – List page. The following Product Type Maintenance – Edit Product Type page displays.

Figure 110 S2K Enterprise Portal Administration – Product Type Maintenance - Edit Product Type

Note: Refer to S2K Enterprise Portal Administration – Product Type Maintenance on page 97 for information on the fields on the S2K Enterprise Portal Administration – Edit Product Type page.



S2K Enterprise Portal Administration – Catalog Import Utility Catalogue Import Utility allows the Administrator to download an Excel template containing product attribute fields associated with the items to be imported from an outside source. Product Types, Categories and Items can be uploaded to a selected file to create the S2K Enterprise Portal product catalogue from an existing outside source.

Note: The information contained here about the S2K Enterprise Portal Administration – Catalog Import Utility is an overview of instructions only. Since each company has company specific items and categories deployment of S2K Enterprise Portal is customer specific. Contact your VAI Project Director for complete instructions on importing your items to the S2K Enterprise Portal Product Ordering portal.

Figure 111 S2K Enterprise Portal Administration – Catalog Import Utility Maintenance Portlet

When uploading your items

• Download Excel Template three times for each of the Upload Options mentioned below. o Upload Options:

o Upload Product Types o Upload Categories o Upload Items

• Catalog ID: Is provided to name the company catalog. • File Upload: After the Excel Template is completed and saved click on the CHOOSE FILE button and select the Excel file

for uploading three times to accommodate for all of the Upload Options

Click Download Excel Template to work with the Product Category Item Import Template.

After the Excel Template is completed and saved click on the CHOOSE FILE button to select it for uploading.



Download Excel Template To use the Product Category Item Import template click on the Download Excel Template hyperlink to display the following Excel Template. Note: MS Excel must be installed on the current user’s PC to perform this function. Use the tabs at the bottom of the Excel spreadsheet in Step 1, Step 2 and Step 3 order to build a catalogue for the current company.

• Step 1 Product Type • Step 2 Category Assignment • Step 3 SKU-Attributes

Complete the three spreadsheets for the company specific items and upload each Upload option. Note: The information contained here about the S2K Enterprise Portal Administration – Catalog Import Utility is an overview of instructions only. Since each company has company specific items and categories deployment of S2K Enterprise Portal is customer specific. Contact your VAI Project Director for complete instructions on importing your items to the S2K Enterprise Portal Product Ordering portal.

Step 1

Product Type

Figure 112 S2K Enterprise Portal Product Category Import Template Step 1 Product Type



Step 2

Category Assignment

Figure 113 S2K Enterprise Portal Product Category Import Template Step 2 Category Assignment



Step 3

SKU Attributes/Categories

Figure 114 S2K Enterprise Portal Product Category Import Template Step 3 SKU Attributes



S2K Enterprise Portal Administration – Search Value Maintenance Search Value Maintenance allows the Administrator to assign weighted point values to Index codes associated with descriptions of fields that may be searched to define the hierarchy for the Portal Product searches throughout S2K Enterprise Portal. For example, if Item Number is assigned a search point value of 1.00 and Manufacturer Number is assigned a search point value of 2.0 when a search is performed the Item Number field will be searched first before the Manufacturer number field to retrieve search results for an item.

Figure 115 S2K Enterprise Portal Administration – Search Value Maintenance Portlet

The ‘Index Codes’ in Search Value Maintenance are pre-defined in S2K Enterprise Portal and are catalog specific for the company.

• Change the ‘Point Value’ as necessary and click the UPDATE POINT VALUEs button to update the Search Values for the current company



Appendix Linking the S2K Enterprise Portal User ID with the S2K Enterprise User ID on the Bac-kend Once a portal user ID has been established by the portal system administrator for your organization, the S2K Enterprise ERP software system allows the S2K Enterprise Portal ID and the S2K Enterprise User ID to be linked on the back-end via the S2K Enterprise Cross Applications User Defaults Interface. This section is an overview of where/how that link takes place on the S2K Enterprise back-end. To link portal and back-end User IDs from the S2K Enterprise (back-end) Cross Applications Interfaces menu select User Defaults. The User Defaults Interface Setup prompt window displays. Refer to Figure 116.

S2K Enterprise (Back-end) User Defaults Once IBM Power SystemsTM User Profiles have been created (refer to the S2K Enterprise System Setup & Maintenance User Guide for information on creating IBM Power SystemsTM User Profiles); S2K Enterprise User Defaults may be configured. The user defaults are stored in the S2K Enterprise Constants File, VXACONT. User default values can be established for each company to which the user will have access. The default settings can vary from company to company based your specific requirements for individual users within your organization. During processing, entry of the user specific company number instructs the system to invoke the default values and associated details for the company number entered. When navigating the Company Search window, users will have access to only the companies that have been setup for the user here in the Cross Applications User Defaults Interface.

Figure 116 User Defaults Interface Setup Prompt Window

Field Descriptions and Specifications Set Defaults for User 8 Alphanumeric/2 Alphanumeric Reserved Enter the User ID exactly as it was entered in the ‘Create User Profile’ command. Entry in this field is validated against the IBM Power SystemsTM User Profile data area. The User ID can be up to 8 alphanumeric characters in length, the final 2 positions of the User ID are reserved for VAI system security. When editing defaults for the current user, this field can be left blank. Click on the ‘ENTER’ icon to continue. If you are updating an existing User Profile and the User ID is NOT known, it can be located in the User Search window by clicking on the ‘SEARCH’ icon.

Enter a Power SystemsTM User Profile or leave blank to set defaults for the current user.



Figure 117 User Search Window

Entering a user name or a string of characters within a user name, in the ‘Selection’ field on the User Search window and clicking on the ‘ENTER’ icon will return only those users that meet the name/characters specified. Additionally, the User Search window can be sorted in ascending/descending alphanumeric order by User ID, First Name, or Last Name, by clicking on the column headings in blue.



Once prompt window entry has been completed or a user has been selected from the User Search window, click on the ‘ENTER’ icon to continue with User Defaults Interface setup. The following User Defaults Interface Setup detail window will display.

Figure 118 User Default Interface Setup Detail Window

For complete details on S2K Enterprise User Default Setup on the back-end refer to the S2K Enterprise Cross Applications Manual. This manual can be accessed by using your customer login and password at the VAI website, www.vai.net. To obtain a written copy of this manual, contact VAI at 1.800.824.7776. Refer to Contact on page 108 for information on establishing the link between the S2K Enterprise ERP User ID on the back-end and the S2K Enterprise Portal ID.

Establish a link between the S2K Enterprise User ID and the S2K Enterprise Portal User ID via the Contact program function.

http://www.vai.net/



Contact Clicking on the CONTACT button, from the User Defaults Interface Setup detail window, displays the Employee Contact File Maintenance window. The Employee Contact File is used to maintain information on the name, address, phone, fax, cell phone number and e-mail address for the selected User ID, this information can be stored for each employee record. Employees can then be e-mailed various documents and reports. Information in this window is used to drive security reporting. Additionally, the IFS folder name entered here will link this user to the individual EXCEL folder created on the IBM Power SystemsTM server.

Figure 119 Employee Contact File Maintenance Window

Field Descriptions and Specifications User ID Display Field Defaults from entry on the User Defaults Interface Setup prompt window. First Name 20 Alphanumeric Enter the first name of the person currently being setup as an IBM Power SystemsTM user. Entry in this field is mandatory as it is used for security reporting. Last Name 20 Alphanumeric Enter the last name of the person currently being setup as an IBM Power SystemsTM user. Entry in this field is mandatory as it is used for security reporting. Address 30 Alphanumeric Optional field used for entering free form text to record the address for this contact. City/State/Zip 17 Alphanumeric/2 Alphanumeric/15 Alphanumeric Optional fields used for entering the city, state and zip code for this contact. If the State code is NOT known, it can be located in the State Search window by clicking on the ‘SEARCH’ icon. Employee Number 5 Alphanumeric Entry in this field is optional and indicates the employee number, within your organization, assigned to the selected User ID. An Employee Number is a unique number that may be assigned to each employee at the User Defaults level which can then be used to further define the role of the employee during certain processes throughout the system.

Entry in the Portal User ID field will establish the link between the S2K Enterprise (back-end) User ID and the S2K Enterprise Portal User ID entered here.



Phone Number 20 Alphanumeric Optional field used for the Phone number of this contact. Enter this phone number as it should display, using dashes ‘-‘, parentheses ‘( )’ and long distance prefixes as required. Fax Number 20 Alphanumeric Optional field used to record the facsimile number for this contact, including the area code.

Note: If the ‘Start Fax # with 1’ check box is selected (checked) for YES in the Accounts Receivable Country Master File for the country where the fax is being sent, a ‘1’ will be coded internally and will not display when the document is being faxed.

Cell Number 20 Alphanumeric Optional field used to record the cell phone number for this contact, including the area code. E-Mail Address 50 Alphanumeric Optional field representing the default e-mail address for this contact record. However, entry in this field is mandatory if EMAIL was selected from the ‘Notify by Msg/E-mail’ drop down selection box on the User Default Interface Setup detail window. The address entered here will be the email address to which notification will be sent when a report is generated by this user, in batch mode, using the *VIEW or *EXCEL features on report prompt windows. IFS Excel Folder 10 Alphanumeric Optional field representing the default IFS (Integrated File System) folder that will be populated with either a .pdf or .xls file when a report is generated by this user using the *VIEW or *EXCEL features on report prompt windows. A system administrator within your organizations IT department will need to establish the IFS (Integrated File System) Excel Folders. If a folder is not established for this user he/she will receive a message that the job did not complete when attempting to run reports. The IFS folder name entered here can be shared by multiple users if required; i.e., all buyers could share the same folder. Web Address 50 Alphanumeric Entry in this field is optional and is only relative to remote users. Entering a web URL address in this field will allow a remote user to access reports generated using the *VIEW or *EXCEL features via a web browser. Portal User ID 50 Alphanumeric Entry in this field is optional and indicates the Portal User ID, within your organization, assigned to the selected User ID. Once a Portal User ID has been established on the Portal it is then entered in this field and indicates the link between the Portal User ID and the S2K User ID on the back-end.



Index A

Administration, 57

B

B2B, 4, 54 B2C, 4

C

Catalogue Import Utility, 100 Category, 11 Category Maintenance, 65 compare selected items, 14 Complete Order, 18 Country, 109 Create User Profile, 105

D

Draft Order, 36

E

e-commerce, 4 Edit My Profile portlet, 52 E-Mail, 109 E-Mail Address, 109 Employee Contact File, 108

F

Facsimile Number, 109 Fax, 109

I Integrated File System (IFS), 109 Item Maintenance, 74

L

LOG IN, 5

M

Make Online Payment, 29 Method of Payment, 31 My Account menu, 20

O

Order Confirmation, 19 Order Detail, 23 Order from History, 46

P

Payment Options, 17 Product Attribute Maintenance, 93 Product Search, 10 Product Type Maintenance, 99

Q

Quick Order, 50

R

Review Cart page, 15

S

S2K Enterprise Portal, 1

S2K Enterprise Portal Administration Maintenance Portlets, 58

S2K Enterprise Portal S2K Administration, 57

S2K Enterprise Portal toolbar, 8 S2K Portal, 1 S2K Sales Force, 1 Search Value Maintenance, 104 Select Invoice, 30 Shipping Options, 16 Shopping Cart, 11 State, 108 Supply List, 12, 39 System Security, 105

T

Track My Orders, 21

U

User Defaults, 105, 107, 108 User Defaults Interface, 105, 107,

108 User ID, 105, 108 User Maintenance portlet, 60 User Profiles, 105

V

View My Open Balance, 25 View My Payment History, 32 VXACONT, 105

Documents

Enterprise Portal Release 5 - support.vaisw.comsupport.vaisw.com/50Manuals/R55UserGuides/PTL_55.pdfSection I: S2K Enterprise Portal B2B e-Commerce ... • Flexible security & personalization