Fleetguard Access Order Management Inquiry Filtration

8/9/2019 Fleetguard Access Order Management Inquiry Filtration

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Fleetguard AccessOrder Management Inquiry

Welcome to Fleetguard Access Training

In this course you will learn:

The benefits of Fleetguard Access How to Register

How to View Availability

How to View Orders

How to View Shipments How to View Invoices

How to Edit your profile

How to Get Help

Benefits of Fleetguard Access Offers a single location for obtaining:

– Order information

– Shipment information

– Tracking numbers

– Shipment tracking

– Packing slips

– Product availability – Invoice downloading

Accessible from any internet connection!

Provides timely and robust information when you want it!

No more need to call or fax!

Getting Started usingGetting Started using

Fleetguard Access!Fleetguard Access!

To reach Fleetguard Access, simply type in the URL bar

cumminsfiltration.com and click on Fleetguard Access!

If you are already registered

user, skip to slide 12.

If you are a first time user,

you will need to register by

clicking here.

Remember to fill out all

fields marked *(create a unique username)

Remember to fill out all

fields marked *

Select the Order

Management Inquiry

checkbox and clickRegister.

If your application was

submitted

successfully, you will

see this screen

followed by an email

to the provided email

address.

Your account will then be processed by Cummins Filtration. Within onebusiness day, you will receive an email about the status of your account.

Based on the provided information, your account will either be approvedor denied. If your application is denied, please contact Customer Assistance for further information. If you are approved, the email will look

like this…

Now you can log in to the site!

To login, follow the link in the email or return toCumminsFiltration.com

If you chose to go back through

cumminsfiltration.com, click on Fleetguard Access!

Click Here to open

the login screen.

Login using the

username and

password you created

in your application.

Once logged in, you willsee the Main Menu!From this screen you can:

View Orders

View Shipments View Availability

View Invoicing

Edit Profile

Logout

Viewing AvailabilityViewing Availability

Select“View Availability”

First o m st drill do n in each categor to find the location o are

First, you must drill down in each category to find the location you arelooking for if your view allows you to see more than one location!

Fleetguard ShortPart Number

Fleetguard LongPart Number

Customer PartNumber

Now enter a Partnumber. This partnumber can be in

three differentforms.

Last, enter the

desired quantityand press the

Check Availabilitybutton.

This is an

example ofthe search

results

page youwill see.

Availability: Page Features…

FindingCross

References

is just a clickaway!

New search

criteria can

be entered

Your SearchCriteria:

Information thatyou typed on thefirst page

Ship To:Where the order

is shipping

Bill To:Where the

order is

being billed

Details:Information

about the part

that your

searched for

Status:Message about

the Available

Inventory. Thismessage will

change based

on the

availability ofthe product.

Disclaimer:this message lets

all customers

know that the

information is as

valid as possible

at the time it isbeing displayed.

The product

availability could

change before

you are able toplace an order.

Viewing OrdersViewing Orders

Select“View Orders”

You can perform a “Quick Search” if

you know one of the following:

Customer PO No.

Cummins Filtration Order No.

Location Code (this is for EDI

Customers only and is thecode they use to transmit their

EDI orders)

Or you can perform

a more detailed

search by clicking on

“Order Search”.

You can now select submit, or refine your search

f th R fi i h i ti l

further. Refining your search is optional.

Your results will besimilar to this!

List of Orders: Page Features…

Ship To:Where the

order is

shipping

Bill To:Where the

order is

being billed

OrderDate:

This is the

date order

was placed/received by

Cummins

Filtration

Status:

Status =Open:

Some or all of

the parts on

the order

have not yet

shipped

Status =

Shipped: All parts on

the order

have shipped

Customer

PO No.

Cummins

FiltrationOrder No.

OrderWeight

in kg.

and lbs.

OrderVolume

OrderDetail:

Link to part

no. detail

that theCustomer

placed on

the original

Additional

Information:Link to

Customer

requested or

required notes

on the order

Order Detail: Page Features…

Customer

PO No.

Cummins

Filtration

Order No.

Printer Friendly

Version of the page

Line No:The Line No./Release No. from

the Customers’ original order

Customer

Part No.

Fleetguard

Part No.

Order Qty:Quantity of p/n

Customer ordered

Shipped Qty:Quantity of product that

has shipped

Open Qty:Remaining quantity to be shipped

from Customer’s order

Estimated Shipping Date:Due Date or Promise Date This field is

explained in detail in the FAQ section

Additional

Information:Link to part

information

This is the view you will see when you click on the

“View Link’ in the Additional Information column.

Select“View Shipments”

Or you can perform

a more detailed

“Shipment Search”.

Once here,

you must drill

down in each

category tofind the

location you

are looking for

if your viewallows you to

see more than

one location!

You can now

select submit,

or refine your

search further.

Refining yoursearch is

optional.

Your results will be similar to this!

List of Shipments: Page Features…

Ship To:Where the

order is

shipped

Bill To:Where the

order is

being billed

Cummins

Filtration

ShipmentNo.

Shipped

Carrier

Tracking/

Pro No.:

If the link ishighlighted

you can click

on it and you

will be able

to track theshipment!

This is an example

of what tracking a

shipment will look

No. of

Cartons

andPallets

Weight of

Shipmentin kg.

and lbs.

Shipment

Volume

Container

Information:

Link toContainer

Information for

shipments

shipping via

Container

Packing

Downloadyour packing

slips!

Shipment

Detail:Link to

Customer

requested or

required notes

on the

shipment(ex. Shipping

instructions)

CumminsFiltration

Shipment

DateShipped

Cummins

FiltrationOrder No.

in the

shipment

Customer

PO No.in the

shipment

Line No.:

the line no./from the

customers’

original order

Fleetguard

Part No.

Shipped

Quantity

Viewing InvoicesViewing Invoices

Select

“View Invoices”

Y f “Q i k

You can perform a “Quick

Search” if you know one of

the following:

Customer PO No. Invoice Number

Cummins Filtration

Order No.

Cummins Filtration

Shipment No.

Location Code

Or you can perform

a more detailed

“Shipment Search”.

Once here, you

must drill down in

each category tofind the location

you are looking for

if your view allows

you to see morethan one location!

You can now

select submit, or refine your

search further.

Refining yoursearch is

optional.

Your results will be similar to this!

Ship To:Where the

order is

shipped

Bill To:Where the

order is

being billed

Customer

PO No.

Cummins

FiltrationShipment

CumminsFiltration

Order No.

Shipped

Link to

Invoice

Note: Invoices are only kept in the system for 60 days. Once they are

removed from view within Fleetguard Access, customers will need to call

their Customer Service Representative to retrieve the invoice.

Editing Your ProfileEditing Your Profile

Here you can edit you Information,

Password and Challenge information.

Don’t forget to check the box beside “I Accept the Cummins Privacy Policy”.

Here o can edit o

Here you can edit you

Manager’s Contact

information and seewhich systems you

have access to. If the

check box is gray, youalready have access to

this system.

Getting Help!Getting Help!

Getting Help!g p

Here you can find FAQ’s

and Step-by-Step

Instructions to answer any

questions you might have.

This is a sample ofthe Step-by-Step

Instructions. Each

step has a

corresponding

screenshot to

provide visual

direction.

ConclusionNow you know the benefits of Fleetguard Access

Now you know the benefits of Fleetguard Access

Now you can register to Fleetguard Access

You understand how to look up orders, shipments &availability on Fleetguard Access

You understand how to track shipments and print

packing slips from Fleetguard Access GO REGISTER & ENJOY THE SITE!!!

Fleetguard Access Order Management Inquiry Filtration

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