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IRMN Training

IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

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Page 1: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

IRMN Training

Page 2: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Logon Screen

Page 3: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

IRMN Icons:

IRMN Icons

Page 4: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

The top of the page displays all the menu options available in IRMN

Main

The Main page is the first that will appear when you enter the website.

Page 5: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Item Information•The Item Informationwindow appears whenever you click on a the blue circle with the white “I” in any of the following screens:

•Part Inquiry•Order•History & Claims•Quotes•Cross Reference•Research•Search•Promotional

Page 6: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

•The Item Information window is divided into three areas:

•Specifications, which displays the specifications of the item

Item Information

Page 7: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

•Image, which displays a picture of the item, if available

Item Information

Page 8: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

•Warehouse, which shows all available warehouses and allows you to check price and availability in each warehouse.

Item Information

Page 9: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry•Enter the Item Number of the part you wish to look up

Page 10: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry

•Enter the Quantity you want in the Qtyfield

Page 11: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry

•Enter any reference you wish in the Reference field, such as a bin number in your warehouse, a purchase order number, lift number, etc.

Page 12: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry

•Clicking the add to Part Inquiry button will add the product to the list and display information on that part

Page 13: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry

•Selecting the Check Any Warehouses will cause IRMN to check all warehouses for items that you have entered.

Page 14: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry•Selecting the Multi Input button allows you to put in multiple part numbers for look up without checking availability quickly.

Page 15: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry

•Clicking on the line number in the table either selects or deselects the item. After doing this, you can add or remove the selected item(s) to baskets.

•By clicking on the pound sign at the top left you can select the entire list in order to move or delete.

Page 16: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Part Inquiry

•Clicking on any Item Number in the table will open the Cross Referencepage for that item.

Page 17: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

•Once you add a new basket it will show in your basket’s specifications to the right.

•By choosing the Basket, you can choose to Copy or Move selected items to the newly selected basket.

Page 18: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

Shipping InformationPage:

•Make sure you enter a PO#.

•Choose the method of shipment.

•Select your ship to address or type it in and then click on Add This Address to the IRMN Address Book. •Once everything is filled out, Hit Submit/Update.

Page 19: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

You can also add, update or delete ship to addresses from the Address Tab.

Page 20: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

Update ShippingButton: Selecting this button brings up the Shipping Information Page where you can update your shipping information and what carriers you wish to use.

Page 21: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

Clicking the Review & Commit button will open the Order Confirmationpage, where you can verify the shipping address, shipping method, and ordered items.

Page 22: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order•Order page allows the capability to create an order or view existing orders

•Create Basket Type:

•Choose the type of basket you want to create from the drop down list. You can choose Daily or Weekly.

•Daily Basket: This means your basket order will place daily.

•Weekly Basket: This means your basket order will place weekly.

Page 23: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Choose Desired Access:

•You can choose from Individual or Group.

•Individual Basket: This means that only the person who created the basket has access to add parts to that basket in the future.

•Group Basket: This means that anyone who has a username and password under your account number can add new items to that basket.

Order

Page 24: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

•Create New Basket: When you have selected your basket type, click this button to create the new basket.

Page 25: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

• List Of Baskets by Type: IRMN lists all of your baskets in a table. Clicking on one of these baskets will open a Basket Detail list below the baskets

Page 26: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

Update ShippingButton: Selecting this button brings up the Shipping Information Page where you can update your shipping information and what carriers you wish to use.

Page 27: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

Shipping InformationPage:

•Make sure you enter a PO#.

•Choose the method of shipment.

•Select your ship to address or type it in and then click on Add This Address to the IRMN Address Book. •Once everything is filled out, Hit Submit/Update.

Page 28: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order

Clicking the Review & Commit button will open the Order Confirmationpage, where you can verify the shipping address, shipping method, and ordered items.

Page 29: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

If you need to make any changes, click on Back To Order Page.

When all information is correct, click the Confirm and Print button, which will display your order confirmation.

Order

Page 30: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

You can print or email it to another location, which is handy when you are ordering products that will be shipped directly to your customer or another location of your company

Order

Page 31: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

History & ClaimsThe History & Claims page has five tabs:

Back Order, which displays information on all back orders.

Committed Orders, which displays status information on orders that have been committed that day.

Page 32: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Order History, displaysinformation on all orders committedin the past 12 Months.

Create Claim, displays information on orders submitted in the past12 months of order history but displays 7 days automatically .

Claims History,displays information on all orders, claims and return authorizations submitted in the past 6 months.

History & Claims

Page 33: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Clicking on any order on the Create Claim Tab will show a detailed view

To start a claim click the blue claim button, if the button is grey that means a claim has already been submitted for that line

History & Claims

Page 34: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

This is an online form you fill out to return any items to SMH. Select a Return Reason, then select a Reason Code and add any necessary comments, then click on the Add Claim button

History & Claims

Page 35: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Add your contact information and add any additional comments, then click on the Submit Claimbutton

History & Claims

Page 36: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Once you click the Submit Claim button, a claim confirmation page will be displayed. The Exit button will return you to the History page.

History & Claims

Page 37: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Is a list of the last 15 Make, Model, and Serial numbers combinations that you have searched in Xpart. At any time on this screen you can choose to show or hide this list. This is accomplished by clicking on the Up or Down double arrow.

Research: Recent Searches

Page 38: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To choose your make and model, start by selecting from the drop down list or typing in the text box. The search button will enable when the minimum search criteria has been entered.

Research: Selecting Makes

Page 39: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To search for a model in Xpart, you can either type or select one of the models listed from the drop down.Depending upon the Make selected, other search boxes will also be available.

Research: Search Models

Page 40: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

SMH has added a new feature for customers that are subscribed to TIS. If you enter a Model, Serial Prefix, and Serial Number of a unit that is not in Xpart and press the Search button a message will display stating that the information entered is not in Xpart. If you press the Research Request link, the information entered will be transferred to the Research Request page.

Research: Models Not Listed

Page 41: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To select a model from the model list, click the blue text to select row.

Research: Select Model

Page 42: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To select a optional specifications, click on the blue text to select row.You don’t have to use the Optional Specifications when searching, but this feature will narrow the amount of parts the customer has to search through.

Research: Optional Specifications

Page 43: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To process selections, click the continue button. Note: The continue button will only enable once a model is selected from the model list.

Research: Process Selections

Page 44: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

The Model Breadcrumb tells you what you have selected from the model definition page.Clicking on the blue arrow it will take you back to the model definition page where you can change you selection.

Research: Model Breadcrumb

Page 45: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Above the Model Breadcrumb are Helpful Hints that once selected will give you instructions on the topic you have selected. To select click on the blue text for the topic you would like to know more about.

Research: Helpful Hints

Page 46: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Some models in Xpart only have fast moving items listed. These are called Hot Parts. If the model you have selected only has Hot Parts, those category’s available will be shown.

Research: Hot Part Only Models

Page 47: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Models that have all information from the OE parts manual are called Full Catalog Models. This information is shown in a tree view by section determined by the manufacture. All Full Catalog Models also have Hot Parts. Hot Parts are always the first section at the top of the tree.

Research: Full Catalog Models

Page 48: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

After you select the section, you will see that there are several pages listed.

Research: Section TreeAs you see below, sometimes there is additional information for a page.

Page 49: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

After you select the page, you will see what additional information is available. In this case there are two different Steering Gears.

Research: Section Tree

Page 50: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

After you select your page, you will see that part numbers will fill up the grid below the tree. In addition, if IRMN has a picture of the part listed in the grid below, a thumb nail view of this part with ref number will show in the box on the right of the tree.

Research: Full Catalog Pages

Page 51: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To view the Item Information Window, click or you can click on the thumb nail image the part.

Research: Item Information Window

Page 52: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

In addition to selecting the Icon, you also have the ability to send multiple part numbers to Part Inquiry at one time.

Research: Part Inquiry, Quotes, and PickLists

To do this first click the check box next to the part numbers you would like to check price and availability.

Next at the bottom of the page click on the Submit button next to the drop down that says Part Inquiry.

Once complete a message in green will appear saying how many part numbers were successfully added.

Page 53: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

In addition to sending part numbers to Part Inquiry, you can also send part numbers to Quotes and myPicklists.

To do this click the check box next to the part numbers you would like then choose one of the following.

Quotes

At the bottom of the page there is a drop down menu, by default it says Part Inquiry. If you select Quote from the list you have the ability to add part numbers to your lists of Quotes in IRMN. You can add a new quote or select from the list you already have.

myPicklists

If you select Picklist from the list you have the ability to add part numbers to you’re Picklists under the myPicklists tab.

Research: Part Inquiry, Quotes, and PickLists

Page 54: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To display additional part level specifications and codes, click the button.

Research: Part Specifications Icon

Page 55: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To submit a correction click the button, fill out the Correction Needed section, and press Submit.

Research: Corrections Icon

Page 56: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To submit a request to the Parts Expert, click and fill out the pop up box.

Research: Parts Expert Icon

Page 57: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

To jump from Hot Parts to Full Catalog, click the button.

Research: Go To Full Catalog

Page 58: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Note: This feature is available to customers who have Full Catalog.

Where Used• Allows a user to search a manufacture for a specific part number.• Button shows after a manufacture has been selected

Keyword• Allows a user to search a truck (model and serial number combination) to see if a word is

used.• Button only shows after a model has been selected

Research: Advance Search

Page 59: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Note: This feature is available to customers who have Full Catalog.

Reference• Allows a user to search for a reference/group number in combination with a truck (model and

serial number combination) • Button only shows when a Clark or Toyota model has been selected

Assembly• Allows a user to search to see if an assembly is listed, and display all parts contained in that

assembly• Button only shows when a Clark model has been selected

Mast• Allows a user to search for a mast, and will display all parts (except table parts) contained in

that mast• Button only shows when a Clark model has been selected

Research: Advance Search

Page 60: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

After you sent part numbers to their PickList, you can then view the items under the myPickList Tab that is at the top of the page.

You can add, delete, and move part numbers in their PickList by selecting the check boxes on the left side of the grid, then clicking the corresponding button.

You can also send these part numbers to Part Inquiry or one of their Quotes using the buttons at the bottom of the page.

Research: myPickList Tab

Page 61: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

When the continue button is pressed on Nissan and Toyota models, a message will display, if the serial number entered is outside the range of our information. This is to eliminate problems with customers by-passing the pop up that said “The first known good serial number will be used” and not knowing what this serial number is.

Research: Additional Features

Page 62: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Search

•Clicking the Search button displays the Part Search screen.

•Part number can be searched using the Item number or the Description.

•Enter item number (for ex. SY188) and click Enter, the Search button or the Search Catalogs button.

•To search by description, enter Description and click Enter, the Search button, or the Search Catalogs button.

Page 63: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Quotes•Quotes page allows the capability to create a quote or view existing quotes

•Click the Add New Quote link to activate the Create New Quote controls.

•Type the name you want to use in the Name box.

•When you have named your quote, click this button to create the new quote.

•Quotes List: IRMN lists all of your quotes in a table.

•Clicking on one of these quotes will open the quote details the basket so you can see the contents of the quote.

Page 64: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

•The Print Quote button opens the Print Optionspage.

When you click on the Print button at the bottom of the Print Options Page, a new window will open which will allow you to Print or Email your quote. There is an Exit button to leave this window.

Quotes

Quotes

Page 65: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Literature

•Click View to display requested document

Page 66: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Log Off

Page 67: IRMN Trainingdocuments.irmn.com/promotions/pdf/030410IRMNManual.pdf · Some models in Xpart only have fast moving items ... information from the OE parts manual are called Full Catalog

Thank You