31
Welcome to the Cub Cadet Dealer Community Any questions please email [email protected]

Welcome to the Cub Cadet Dealer Community - Constant …files.constantcontact.com/e6070632301/7cabbde3... · Download the Community Mobile App: iPhone Download instructions for the

Embed Size (px)

Citation preview

Welcome to the Cub Cadet Dealer Community

Any questions please email [email protected]

Initial Log InGo to

www.mtdcommunity.com

1

- Enter User ID & Password you

received in the email

- Click “Log In”

2

Continued on Next Page

3

Follow the guidelines for creating a

new password3

2 2

Initial Log In

2

Continued on Next Page

5

4

- Enter new password

- Re-enter new password

- Click Submit

4

Success!!! Click on “Continue”

3

5

Initial Log InGet ready for the launch!

Download the Community Mobile App: iPhone Download instructions for the Cub Cadet Dealer Community App.

Click the Link in your email

for the iPhone Install. And

the App will install.

1

Find and click your settings app

on your phone. Access the

General Settings and then

Device Management. 2

You will see the MTD Products

app requesting security access.

Click on the App and Trust the

App. 3

22

2

3

3

3

1

Login to the Community Mobile App: iPhone

Find the app and launch.

1

Input your Username

and Password.

2

You’re IN!!!

43

Click on “Allow” access

Download the Community Mobile App: Android Install the Dealer Community App for Android in these easy steps.

Click the Link in

your email for the

Android Install.

The App will

download. 1

Access your Settings to allow for the app install. Click on lock

screen and security and turn Unknown sources on to allow

for install. NOTE: depending on version of your software,

you may have to go to security settings.2

2

An install will

block if you don’t

change these

settings3

3

Once you have enabled security go to your

file download history, click on the file to

install.4

4

4

Click Install and

your are ready to

go!

5

5

1

2

Login to the Community Mobile App: Android

Find the app and launch.

1

Input your Username

and Password.

3

Allow the App Access to

your phone.

42

Click on “Allow” access

Dealer Community Navigation Quick Guide

10/12/2016

The guide provides quick navigation instructions on the following. You can click on the link below to navigate to the appropriate section;

Navigation Overview

Customizing the User Interface

Order Creation and Inquiry

Asset Registration and Inquiry

Account Management and Reporting

Communicate with Community Members

Listing and Viewing Marketplace Items for Sale

© MTD Products

Left hand navigation

provides you access

to the described

information set.

1News provides

urgent alerts, as well

as updates from

Marketing, Sales,

Training and More

2

1

2

To customize your

navigation select

your user name.

You will find

instructions to do so

on the reverse side.

4

4

Right hand

navigation provides

you access to

various subsets of

information,

including orders and

quick registrations. 3

3

Quick Guide to Navigating The Dealer Community

10/12/2016

The simple guide provides quick navigation tips and reminders. You will find tips on how to customize your experience on the reverse side.

© MTD Products

Top of Document

Quick Guide to Navigating The Dealer Community

10/12/2016

Alter your navigation

buttons by dragging

them from Available

Navigation to My

Navigation. Save.

Modify your Quick

Links by dragging a

link from Available

Links to My Quick

Links. Add a link by

clicking the Add

Custom Link Button.

Save.

Customize your experience in five easy steps.

© MTD Products

3

1

2

Customize your

experience by

clicking on your

name at the top

right and selecting

Customize Links and

Quick Views

1

2Modify your Quick

Views by dragging

from Available to My

Quick Views. Save.3

4

5

5

Change your email

alert settings by

clicking on your

Name and select

Settings. Save after

changes are made.

4

Top of Document

Access Order

Information.

1

Filter Orders in

Numerous Ways.

Click Search this

View.

2

1

2

Edit an Order using

the pencil or view by

clicking order

number. 4

4

View Orders by

Status. 5

5

Search by Date, PO,

Product. Click Search

this View. 3

3

Create new orders.

6

6

Quick Guide to Navigating Orders

10/12/2016

The simple guide provides quick navigation tips and reminders. You will findOrder creation tips and data explanations on the reverse side.

© MTD Products

Sort orders by

column header. 7

7

Top of Document

Quick Guide to Entering Orders

10/12/2016

1

2

3

After clicking the

new order button

you will be

presented with the

available order

types: Parts,

Promotion, and In-

Season.

The Order

Information Page

will allow you to

enter PO & Ship To.

Once you have

created the order

detail header. You

can use the Ordering

Products Selection

to build your order.

1

4

2

3Saving your product

additions via the

Save Updates Button

calculates the Order

Totals and Gross

Margins. 4

When finished

Review and Submit.5

The simple guide provides quick navigation tips and reminders

© MTD Products

5

Top of Document

Your account name here

Access All Asset Information

associated with your Dealership.

1

Filter Assets in Numerous Ways:

Status, Product Type, Bill to and

Ship To. Click Search.

2

1

2

View an Asset by Clicking on the

Asset Link.

4

Sort Columns using column

headers.

8

Search by Date Range. Click

Search.

5

3

Create new registration by

accessing Registrations.

7

Quick Guide to Navigating Assets

10/12/2016

The simple guide provides quick navigation tips and reminders. You will findAsset registration tips and data explanations on the reverse side.

© MTD Products

Return to the Asset Listing Page

using the Browser back button or

the breadcrumbs.

5

Click Default sort to resort on the

Asset Link.

3

4

6

6

7

8

Top of Document

Dealership Name Here

Find an existing consumer or create a new consumer

Select End Use, enter Date Sold, and Select Purchased

From classification. Click Register.

Quick Guide to Registering Assets

10/12/2016

The simple guide provides quick navigation tips and reminders. Registering and Finding Assetsfollows this simple flow.

© MTD Products

12

3

4

To register an asset click the Start Registration button on the home

page of the community. Alternately the Assets page displays a New

Registration Button. The registration page below is presented.

2

Upload a bar code or enter the Serial Number to find

the asset. If not found choose MTD Research.

4

1

1

3

1

Top of Document

The Business Management Tab

offers you access to the

performance dashboard. You will

also see a list of reports at the

bottom of the page.

See Item:

Find an invoice here. Details on

the invoice search are on reverse.

1

User Management will allow you

to give your team access to the

resources in the community. 4The Performance Dashboard

provides you with your Ranking,

Focus 90, Growth Incentive, Parts

Program, and Various other

metrics relating to your

business. 5

My account information displays

all of your Dealer information.

Details on reverse. 3

You will find various useful

reports at the bottom of the

Business Management Dashboard

Tab. You can also search. 6

Managing Your Account

10/12/2016

The simple guide provides quick navigation tips and reminders on how to manage your account.You will find details on each item on the reverse of this document.

© MTD Products

1 2 3 4

5

6

6

2

Top of Document

Managing Your Account – the Tabs

10/12/2016

The simple guide provides quick navigation tips and reminders. Managing your Account followsthis flow.

© MTD Products

1

2Clicking on the Invoice Search allows you to search by Date, Invoice

Number, Product or Order Number.

The My Account Info tab presents your account information. You can

edit the Website and Social Media Section as well as the Shipping

and Storage section. Summary Views of Floorplan Management and

your Assets are also presented.

Add users from your organization

by selecting the User

Management Tab. You will need

a valid email address for the user

and can select which portion of

the system they have access to.

3

1

23

2Top of Document

Choose Entity

Like or unlike a post or comment

on a post to join the conversation.

Updates, Files, Links and Polls can

be posted to Chatter. First

choose your post, select a

relevant group and click the share

button. You may also @mention

someone to bring your post to

the attention of someone in the

dealer community.

Groups are listed and allow you to

target specific information

categories.

2

3

View the current feed from the

home page. 5

Search the Chatter feed on the

home page. 4

Chatter

10/12/2016

The simple guide provides quick navigation tips and reminders for how to communicate with members of the community using Chatter. You will find details on how to post on the other side of this document.

© MTD Products

1

2

Expand chatter from the home

page using the View All Chatter

Button. 7

5

Access Chatter via the Chatter

button or the Home Page. 1

7

6

Top of Document

2

6

7

34

The simple guide provides quick navigation tips and reminders. Posting to Chatter has thefollowing guidelines and content creation parameters.Chatter

10/12/2016 © MTD Products

1

Your Chatter content is

accessed in the feed at

the right. If you follow

content you will see that

content by clicking “What

I follow”. Content sent to

you will be listed,

bookmarked content also

appears.

The share button

submits your post.

Every post you create must be posted to a group

just select the group closest to your comment.

Click a group to see that group’s feed.

1

If you have Muted a

discussion or a person it

will be listed.

2

2

Click the People link to Follow People and

see who you follow. @mention someone to inform them

of your post.

3

4

3

Users

Groups

Topics

Create a topic or associate a post with

a topic, simply use the # and post your

topic. Example: #dealercommunity.

4

7

7

Files

5

6

Use the share button to

submit your post.

5

6

Top of Document

Marketplace

10/12/2016© MTD Products

The simple guide provides quick navigation tips and reminders. Listing and viewingMarketplace items for sale can be quickly achieved in the Community.

© MTD Products

6

2

1

Click on the marketplace navigation

button

4Sort Listings using column headings. 5

Edit your existing listings by clicking

the edit button.

3

Filter your listings from the listings of

others.

Does not work.

Create a new marketplace listing with

one click.

7

1

2

3

4

5

View a listing by clicking the

Marketplace Listing Number. 6

7

To search the marketplace click on the

Family or Model Number Columns

and click the letter of the alphabet

that matches your search criteria.

8

8

Top of Document

10/12/2016 © MTD Products

Marketplace

10/12/2016

The simple guide provides quick navigation tips and reminders. Listing Assets for salefollows this simple flow.

© MTD Products

Enter the Product Information, Factory Information and

Condition.

1

Enter your account and contact information. Phone and City

and State will auto-fill.

When an asset has sold, click Edit and fill in the Buyer

Information.

1

2

3

2

3

Top of Document

To add a new user,

Click Business

Management ->

User Management

-> ADD NEW USER

1

The new user will

get an email with

their Username and

Password. They will

need to reset their

password upon

initial login.

Fill out the User

Detail Page and Click

Create User. Insure

users are given

appropriate Site

Access.

User Management – Add New User

10/4/2016 © MTD Products

1

2

3

4

2

You will get a “User

has been created

successfully”

message on screen

3

4

Click the pencil icon

to the left of the

username to open

the USER DETAIL

page.

1

Under Site Access

Check and/or

Uncheck the

appropriate site

access. Click save

when complete.

User Management – Edit User Access

10/4/2016 © MTD Products

2

12

To update user information other than Site Access, please contact [email protected]

DEALER COMMUNITY

RELEASE 1.1

Print Options

After completing Customer’s registration, click Printable View link

Print Registration after completion

1. Click on Registration Tab

2. Find Registration

3. Click on the Customer’s name

4. Scroll down to click on the link to the registration detail

5. Click Printable View link

Printable View links also available on Order, Asset, and Customer detail pages

Export DetailsAbility to export your Registration, Customer & Asset lists

Click on the Export link A .csv file (Excel) file will become available

Chatter Sort – Expanded OptionsAbility to sort Chatter by Latest Posts or Most Recent Activity

From the Chatter Tab or Home page1. Click the drop down2. Choose Latest Posts or Most

Recent Activity

Most Recent Activity = Most recent post or post with most recent comment

Latest Post = Most recent post (omitting the latest comments)

Password Reset For forgotten passwords, “I forgot my password” link on the Community login page

1

3

From the Login Page1. Click the “I forgot my password”

link and enter user name2. You will receive an email with a

secure code to the email address on record – email will come from [email protected]

3. Enter Security code within 10 minutes of receiving

4. Create new password

4

Increase Site Access OptionsAdditional Site Access Options. Provide more site security for your dealership

Business Management Tab: • 2 Layers of Site Access & Data Security – (if a user needs

access to all of Business Management check both boxes)1. Account Info & Invoice Search2. Account Info, Performance Dashboard & User

Management

Order Management• 2 Layers of Site Access & Data Security – if a user needs

access to all ordering (Parts and Whole goods) check both boxes

1. Orders – Whole goods orders2. Parts Inquiries – Part availability, pricing inquiry

and ordering

• On the Order Inquiry page, users will only see the Product Type of orders they have access to

Registration SearchAbility to quickly perform a registration search for all serial numbers.

From the Home page or Registration Inquiry page1. Enter Serial Number for search2. Click the Search button

Registration information will display if available

Full Screen Options – No Scroll BarImprove the experience of parts ordering, warranty, invoice search and dealer dashboard screens

Full page viewing for - Warranties- Parts Inquiry- Invoice Search- Performance Dashboard

If you see this icon you know you are going to a full page view.

No longer need to “Create Order” to view part availability and pricing, available on the main navigation