Operations Training

S43 Training for MEUK Operations Team

Login to System 43

• What is System 43?
• Overview of Projects and Kit lists
• What are they?
• When are they needed?
• How to create or upload a kit list
• What happens if there is an error in kit list upload?
• What happens if you go over the project threshold?
• Walkthrough of the full process of creating and submitting a standalone kit list

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Course overview

• System 43 or "S43" is a project registration and order placement tool for the channels
• It is the replacement to System 42
• Channels will create a quote through their own internal systems. They will then create a project on System 43 if required.
• As an Operations user your role is to go through System 43 to either upload the quote via csv bulk upload or manually input the quote as a kit list for order placement

What is System 43?

• Project criteria is the same as current S42 system
• Projects are needed when:
• The value is greater than or equal to £15k
• VRF products
• Applied products
• If the kit list doesn't fit into any of these categories, then a project is not needed and a kit list can be orderered without having to attach it to a project

• Kit lists are new to S43
• The replacement to the previous "Quote" system within S42

• There is the option to manually create kit lists or upload them via CSV
• Every project will need at least one kit list to place an order, but not every kit list needs to be a part of a project

• Projects within S43 perform the same role as the previous system
• Store details for all projects
• Allow evidencing of influence

Projects and Kit Lists

Next we will do a full walkthrough of a "Project not required scenario", starting from this Sales Channel dashboard page which you will see following your log-in to S43 The 1st step is to click on the "Kit Lists" button or the side panel - you can click this now to proceed

Project not required scenario

Hover over this icon to explore the Kit list page functionality. Click on the "Create New Kit List" button to proceed

Kit list page

• To reach this page you click on the "create new kit list button mentioned in the previous page
• Clicking on the "add product row" brings up the "find product search"

New Kit list

• Within the product browser you're able to select the products to add to your kit list
• You can either use the search bar, or search through various product categories
• When you've added your items to your kit list, you are able to click on the model name of the item to open up additional info about the product

Adding a product to the Kit List

• Once you've created your kit list, you can save it as a draft.
• When it is in draft status, the kit list can be freely edited within S43
• You can also download the kit list as a CSV file

Draft kit list

• As well as creating a kit list, you also have the option to upload a kit list via CSV
• You are able to do this by going into the kit lists menu and click on the "Upload Kit List" button in the top right hand corner
• You can also upload a kit list within a project, this will be covered in more detail within the "Project Registration Required" course

Uploading a Kit List via CSV

• The fields that are needed are the model code and the quantity - see below screenshot for details.

• Any other data outside of these two columns will be ignored.
• You are able to download a CSV template directly from S43

Uploading a Kit List via CSV

• This is the screen you see upon successfully loading a kit list from CSV into S43
• Here you have the options to:
• Edit the kit list, add/remove items, delete the kit list.
• If there is an error with the kit list, such as in the case of a Product ID mismatch, there will be a banner stating this - seen below in orange

Editing a Kit List before CSV upload

• As with manually created kit lists, these will be added to the list of kit lists
• While in draft status, kit lists can be edited as many times as you like

Draft Kit List

If you go over the threshold or add either VRF or Applied products to your kit list then the system will alert you that it is necessary to create a project. This process of needing to create a project is covered in more detail in the "Project required scenario" training.

Surpassing the kit list threshold

• Once you have created or uploaded your kit list and are ready to submit it, the next step is to return to the kit list menu, find our kit list and open it by clicking the three dots on the right side of the kit list and then the "View Kit list" button

Returning to our kit list

Won Kit List

• Once we have selected our kit list, the next step is to change the status to "Won"
• This will allow us to order our kit list as long as we are not at the "project required" thresholds.

Place order button

• Once the kit list has been changed to "Won" status, then the "Place Order" button will appear.
• Clicking this button will allow you to place the order

• Upon pressing the "Place Order" button, you will be taken to the Place order screen
• This is where you add in the Delivery Date, Delivery Address, as well as any voucher codes such as Trade Plus or Corporate Deals (if customer is eligible)
• For these vouchers, you need to select the voucher type from the dropdown menu and then enter in the customer name and post-code (eg. Mitsubishi SW1A 2AB)
• If your order contains a corportate deal, this will need to be reviewed and approved by the MEUK team

Placing the order

• Once you've clicked on the "Order Now" button, you will get a popup with the order details as well as a SAP number

Order Confirmation

• You will also be able to see these additional order details including the SAP number within both the kit list itself and the kit list menu

Ordered Kit List

• As mentioned earlier in this presentation, some kit lists will require a project to be ordered.
• In phase 1 for S43, the Sales Channels will be creating the projects if required.
• If a project is required, you will go through the same steps mentioned earlier of going through and creating the Kit list off the information provided by the sales channels and then adding it to the project created by the Sales Channel

Project required scenario

• As with manually created kit lists, these will be added to the list of kit lists
• While in draft status, kit lists can be edited as many times as you like

Draft Kit List

• Returning to the Kit Lists page, you should be able to see the kit lists that you have created
• If the channel has created a project that you would like to attach your kit list to you can do this now

Attaching Kit List to existing project

• Another way to attach a kit list to a project is from within the Project itself. First you need to enter the projects page
• From this point, there are a few different options to attach the kit list to the project.

• The first option is to open up the project

How to attach a kit list to a project

• If you scroll down within the draft project to this "Kit Lists" section
• Here you have the option to upload a kit list via csv, create a new kit list or use an existing kit list
• Pressing the "Use existing kit list" will allow you to attach the kit list that we created earlier
• You can also directly create/upload a kit list into a project at this point

Attaching a kit list from within the project

• The 2nd way to attach our kit list to a project is to go back into the Kit Lists page within S43.
• You can click the 3 dots icon on the right of the page to optn up the Kit List menu
• Here you have the options to view the kit list, attach it to a project, duplicate the kit list or delete
• Click the "attach to a project" button to choose which project

Attaching a Kit List to a project from kit lists

• The next step after our project has been approved is to go back into our project
• Kit lists are ordered individually
• Once the kit list is marked as "Won" status, then it is able to be ordered

Placing the order

• At this point you are able to click the place order button and order your selected kit list

Placing the order

• Once the Kit list has been ordered, its status will update to reflect this within both its Project and the Kit Lists page
• You are able to create and order multiple kit lists within a project

Kit List ordered