webstore sales agents launch may 2013

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Capital Safety Webstore Launch Company private USA & Canada Sales Agents May 16 th , 2013

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Page 1: Webstore  sales agents launch may 2013

Capital Safety Webstore Launch

Company private

USA & Canada

Sales Agents

May 16th, 2013

Page 2: Webstore  sales agents launch may 2013

2

WEBSTORE LAUNCH

WHY A WEBSTORE?

When:

• May 17th, 2013 after week 1 of sales meetings

• A mass email will be sent to all sales with process shortly (after week 3)

Where:

• Sales Portal, Web Store tab

Why:

• Assortment will be accessible to all sales representatives

• 24/7 availability making it easier and quicker + visual of products

• Certificates are assigned only to Sales Director’s

• Sales Agents have a basic selection of items to choose from

• FY15 items can be added and/or removed based solely on budget

• No cross border shipping challenges from the USA to Canada

Company private

Page 3: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

HOW IT WORKS SUMMARY

• If you’ve ever done any online shopping before, this is no different

• Web based – you need internet access to use it

• Allocated budgets managed by “certificates” by region, held by:

• Dale Bartelson, Brad Foster, James Preacher, Kurt Eichelman, Dave Allendorf

• Sales agents “shop” and save your cart but do not check out

• You will send your Director an email for final approval/processing

• Sales agents default billing address is Red Wing for USA Reps and

Mississauga for Canada; ship to address should be your office or another

alternative address can be entered at the end of your shopping experience

• Order detail can be easily reviewed and revised before you submit

• Click on “Order History” to view your past purchases (while you’re logged in)

• All pricing listed is “best pricing” and what it will cost if purchased privately by

any employee

• 10 day lead time for all non-inventory items (special sizes)

• Items provided as Holiday or employee gifts will not be part of the regular

webstore assortmentCompany private

Page 4: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

HOW IT WORKS SUMMARY

• Not all items are available at launch – placeholders for “coming soon”

• Some items are “while supplies last” short term discounted deals

• All types of shipping are zero charge to you when using the code “shipit”

• Plan ahead enough to allow shipping transit time for ground service

• Real time stock availability and pricing during online shopping will be displayed

• Invoices will be sent directly to managing regions accounts payable for

processing (currently USA & Canada)

• All requests for merchandise should be handled via the webstore

• All merchandise is stocked and shipped by MCC in Winona, MN

• Training Centers, tradeshows and special projects are excluded from the

certificate program and handled separately

• Once stock is completely used in Red Wing it will not be replenished

• Evaluated by MCC and Capital Safety quarterly for optimum usage

Company private

Page 5: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

CO-OP

• Distributors/End Users do not have access to the webstore

• Co-op purchases of apparel and promotional items are included in the co-op

budget - not the webstore budget

• To view available items, visit the sales portal, tab “Web Store”

• Log In like you would normally to the sales portal, click on the tab

• FY15 is potentially when to open up to Distribution for use with co-op funds

Company private

Page 6: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

REGISTRATION

Step 1

• You will need to register and create your profile during your first log in

session

• First Name, Last Name

• Email address

• Password (use any password you want, we’re not tracking them)

• Confirm Password

• *Accept Terms & Conditions

• Click the “Submit” button

• Once registered, click “sign in” for access

Company private

Page 7: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

PROFILE

Step 1 (continued)

• Everyone must set up their profile, located under “My Account”, then

click on “Address Book”. “Profile”, “Account Details” is where you can

also change your password.

• Note to USA Sales Reps:

In your profile you must reflect this address as the bill to: Capital Safety, 3833

SALA Way, Red Wing, MN 55066, then make your home/office location a new

ship to address. Check the appropriate billing or shipping check box for each

address.

• Note to Canada Sales Reps:

In your profile you must reflect this address as the bill to: Capital Safety, 260

Export Blvd, Mississauga, ON L5S 1Y9, then make your home/office location

a new ship to address. Check the appropriate billing or shipping check box for

each address.

Company private

Page 8: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

PROFILE

Choose correct bill

and shipping checkbox

Set up your profile

Make sure you click on “continue”

after setting both of these addresses up

Company private

Page 9: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

APPROVE ORDER

Step 2

• Sales representative signs into the webstore and selects items

• Order is saved in your shopping cart (do not check out)

• Sales representative emails their Director their user name and

password information to log in and approve their shopping cart

• Director logs in as sales representative to review/change/approve and

process order from shopping cart

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Page 10: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

PAYMENT

Step 3

• Once order is approved and email confirmation will be sent to the

requestor’s email address

• If you are purchasing and paying for an item with your personal (not

corporate) credit card you can check out using PayPal

• These items are NOT to be expensed as it will be above and beyond

budget

• To receive zero shipping costs enter in the discount code “shipit”

That’s it!

Company private

Page 11: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

HELP ZONE

Need help?

• Click on “Help Zone” at the bottom of any page to contact the webstore

provider (MCC) for assistance

• All Sales Personnel can always contact

Shelley Veek at 651-385-6211 for direct

assistance or questions about items or

email [email protected]

Company private

Page 12: Webstore  sales agents launch may 2013

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WEBSTORE LAUNCH

Do’s

• Provide feedback on any new items you’d like to see added to the

webstore (be specific) to Shelley Veek

• Feedback on how you feel the webstore is working for you to Shelley

Don'ts

• Ship items direct to tradeshow locations (home/office/hotel-ok)

• Don’t contact Marketing (Shelley) or Customer Service to place orders

going forward for the items on the Web Store

• Prepare well in advance for upcoming events you may need these

items for

• Do not over order, no returns to MCC allowed

Company private