intro to - bradley corp · 2016-07-20 · q2o training module 1 summary intro to q2o topics covered...
TRANSCRIPT
![Page 1: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/1.jpg)
Intro to
Q2O Training - Module 1
![Page 2: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/2.jpg)
Introduction to Q2O Training Module 1
Intro to
High level overview of Q2O (Quote to Order)
Review major site functionality
Learn how to log in and navigate around Q2O
![Page 3: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/3.jpg)
Summary of Q2O Training Module 1
Intro to
Logging on to Q2O
Learn about your account
Basic Site Navigation
– Dashboard
– Quotes
– Product Catalog
– Cart
– Checkout
![Page 4: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/4.jpg)
Getting on the System
Use Q2O link from
www.bradleycorp.com
Or type URL in directly:
q2o.bradleycorp.com
Login with your Email Address
Use “Forgot your password?” to set up Email
![Page 5: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/5.jpg)
Logging into the System
![Page 6: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/6.jpg)
Logging into the System
Bradley will create your account
Use Email address to sign in
Use forgot password to create or reset your password
![Page 7: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/7.jpg)
Dashboard
![Page 8: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/8.jpg)
First screen when you login
Includes “My Account” and “Customer Connect” menus
Shows company account info
Short list of recent orders
Dashboard
![Page 9: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/9.jpg)
Navigation
Blue navigation bar leads to major functionality
– Dashboard: where you start
– Quotes: quick entry quoting
– Order Status: to see all orders
– Product Catalog: shop and learn about products
– Cart: collect products for an order without a quote
– Checkout: to order products in the cart
![Page 10: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/10.jpg)
Search
Search to find product information
– Part Number
– Descriptions
– Etc.
![Page 11: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/11.jpg)
Menus
“My Account” menu is for you to manage your login info
– Password
“Customer Connect” menu is your company’s
account info
– Dashboard
– Quotes
![Page 12: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/12.jpg)
Quotes
![Page 13: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/13.jpg)
Quotes
Search and sort to find quotes created
in Q2O
All building specialties product lines on the
same quote
– Lockers, Toilet Partitions, and Washroom
Accessories
Quotes features
– Get Submittal packages, Freight quote,
Duplicate a quote
Training Module 3 – Quoting and Converting
will offer more information about quotes
![Page 14: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/14.jpg)
Order Status
![Page 15: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/15.jpg)
Order Status
See all your Bradley orders, whether entered
into Q2O or not
List shows important information
about orders
Links to track shipments when available
Search for orders by PO #, Job Name, or Order #
Clicking on an order shows more info
![Page 16: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/16.jpg)
Product Catalog
![Page 17: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/17.jpg)
Product Catalog
Best place to learn more about Bradley product:
– lead times, your net price, and more detailed product
information
It can also be used to directly place orders
![Page 18: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/18.jpg)
Product Catalog
Products are organized like they are on
www.bradleycorp.com
– Drill into the different categories
– Options to filter to the product that meets your specific need
Product pages show the most comprehensive
information we have available about Bradley products
Products can be added to the cart from here
Training Module 4 – Product Catalog & Checkout will
offer more information about the Product Catalog
![Page 19: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/19.jpg)
Cart
![Page 20: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/20.jpg)
It’s a list of products you’re thinking about buying
Products stay in your cart until you buy or remove them
Can take cart through Checkout to create an order
Training Module 4 – Product Catalog & Checkout will
offer more information about the Cart
Cart
![Page 21: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/21.jpg)
Checkout
![Page 22: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/22.jpg)
Checkout
Transaction process for parts in the cart
Step by step
– Billing Information (who’s ordering & PO)
– Shipping information (where we ship the order)
– Shipping Method (how we’ll ship the order)
– Scheduled ship (when we send the order)
– Final Review (check everything and add comments)
Training Module 4 – Product Catalog & Checkout will
offer more information about the Checkout Process
![Page 23: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/23.jpg)
Help & Training
![Page 24: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/24.jpg)
Help & Training
Ongoing help & training documentation
Other modules talk about specific topics including:
– Quoting & Converting for quick order entry
– Product Catalog & Checkout for answering product questions
and creating smaller orders
– Using Configurators for ordering ATO products
– The specifics of Locker Quoting
![Page 25: Intro to - Bradley Corp · 2016-07-20 · Q2O Training Module 1 Summary Intro to Q2O Topics Covered – Where to find Q2O – How to log into Q2O – How to navigate Q2O – What](https://reader034.vdocuments.us/reader034/viewer/2022042420/5f37298bb844ef07c25fc6ed/html5/thumbnails/25.jpg)
Q2O Training Module 1 Summary
Intro to Q2O
Topics Covered
– Where to find Q2O
– How to log into Q2O
– How to navigate Q2O
– What you can do on Q2O
Future modules will dive into those topics deeper
For now we’ll review what you learned in a
quick assessment