INTERNAL USE ONLY

JC Penney WCSO Tutorial

Presented byLevolor*Kirsch

INTERNAL USE ONLY

Training Objectives

1.Placing an Order– Product Configuration– Advanced Options– Preparing Customer Info– Review and Place Order

2. Sales Review – Identify

• Top selling associates• Top selling vendors• Top selling product categories• Training opportunities

– Track Vendor day sales– Advanced Searches

INTERNAL USE ONLY

Getting Started

Log in to Computer– Have an associate log on

with their username and password

– The system will log out after a period of non-use

INTERNAL USE ONLY

Placing an Order

Step 1- Click on “Home” tab

Step 2- Click on Product category

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Placing an Order

Step 3- Choose your Vendor

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Placing an Order

Step 4- Choose your Specific Product Enter customer’s desired product specifications and click configure

– Specify fabric type and quantity of shades

Kirsch Cellular Products

Kirsch Cellular Lot Numbers

Quantity of shades desired

Product Lead Time

Configure to continue to next screenKirsch Cellular

Product Description

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Kirsch Product Type

Placing an OrderStep 6- Configure Your Product- Standard options

Enter Width to nearest 1/8”

Enter Shade Height to Nearest 1/8”

Shade Color

Mounting option inside or outside

Desired Control Positions

Headrail type

Warning Section: If additional info is needed, there will be a red x here noting the error

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Placing an OrderStep 6- Configure Your Product- Standard options (cont)

Shade color with color number and picture of swatch

Adjacent room description

Multiple Blinds per headrail option

Enter room that shade will be placed in to ID it from other shades in order

If there are no errors in order, this box will display no errors and you may move to next step

Control Positions

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Placing an Order Step 7- Configure Your Product- Advanced options –If you do not find a particular option on the standard

orders screen, check the advanced options tab to find additional upgrades

Butting a blind configuration

Current Price of Shade (before sale discounts)

Bottomrail handle option

Side by side blind option

This is where you would order a skylight pole

Click on Advanced Options tab for additional options

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Placing an Order

Step 8- Prepare Order• Review order content and ensure the following are correct:

– Style, color, width/length, mount, controls, options, and quantity

Regular Retail Price

Sale Price

Total Order Price

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Placing an Order

Step 9- Prepare Customer Info, Place order

Enter customer shipping information

Choose whether to ship to store or customer address

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Placing an Order

After the order is submitted, the customer receives a print out and there is a 72 hour window in which the customer can change their order. After the 72 hours, the order is final and no further changes can be made.

And Finally…..

INTERNAL USE ONLY

The information in the following section, Sales Review, is

sensitive and should be used for INTERNAL USE ONLY!

INTERNAL USE ONLY

Sales Review

Review sales data in order to:a) Track vendor day salesb) Discover what sales associates are selling

a) Specific product categoriesb) Vendors; LK, Bali, Hunter, Phase 1, Chris Madden, etc.

c) Identify product category training opportunities *This method allows you to search orders within the past two months

Step 1- Click on “Worklists” tab

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Sales Review

Step 2- Click on “Orders” tab then check “Store-wide orders” box

*If you do not check the “Store-wide Orders” Box you will only be able to pull up sales data for the associate who is logged into the computer at that time. Clicking this box will pull up sales data for ALL sales associates.

INTERNAL USE ONLY

Sales Review

Orders in System Screen

Order Ref #

Customer Name

Created By (Associate)

Date Last Modified

Associate who modified order

Order $ Total

Order Status

Each Column may be sorted in descending order by clicking on column title. (explanation of

columns located on next slide)

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Sales Review

Orders in System Screen- Explanation of Columns

Order Ref # - Purchase order number assigned to individual orders for easy reference

Customer Name- Full name of customer who placed order

Created By- Name of Associate who initially placed the order

Last Modified- Date the order was last modified

Modified By- Name of associate who last modified the order

Order Total- Total dollar amount of order

Status- Status of order at that moment; orders will either be accepted, in process, pending, ship complete, or cancelled

*Each column may be sorted by clicking on column heading. This helps you to examine top selling associates, large orders, date orders were placed for vendor day sales tracking, and open orders in system.

INTERNAL USE ONLY

Sales Review

Sales Review- Advanced Search: the following method allows you to search orders within the past 13 months by:

a) Reference # d) Brand Nameb) Purchase order # e) Date Range

c) Customer Last Name

Click on “Advanced Search” link

INTERNAL USE ONLY

Sales Review

Sales Review- Advanced Search. Enter search parameters to find desired order. Search by:

a) Reference # d) Brand Nameb) Purchase order # e) Date Range

c) Customer Last Name

INTERNAL USE ONLY

Use current JC Penney “Product of the Month” Trainings to practice navigating the

WCSO computer system with your associates.

Happy training and selling!