Customer Onboarding (Sales Training Only)

1. Online Account Registration

In order to view pricing, inventory and checkout, customers must get their FACTS account connected to the website.

You are there to walk them through this process, which consists of:

1. Looking up their FACTS Account # inside of FACTS
2. Going to shop.abledistributors.com and clicking on “Account Registration” page
3. Along with the customer, filling in all the fields on that page
4. Wait about 5 minutes for their online account to be activated
5. Customer will receive an email with their login info. NOW they go to “Log In’ page on the website, input their info, and they are ready to start the training.
6. If they are an Account Admin for their company, they will able to add as many approved buyers as they wish under “My Buyers” page. Think of this as Manager adding their employees. At any moment, Manager may remove employees’ access by removing them from “My Buyers” page.

2. Search Box

Type full or partial part number, category, brand, or anything relevant to a product.

1. You can click “Enter” to go to search page or click on dynamically loaded links to go straight to the product page
2. Search for something that customer has purchased on his last order

3. Main Menu and Filters

Hover (don’t have to click) on any of the top Menus. Get familiar with the structure. Click on the category that you want to go to.

1. Find Furnaces and filter by Cabinet Width filter
2. Find High Efficiency Boilers and filter Series to show TRX
3. Clear selected filters to go back

4. Product Page

Product page will show all product info plus tabs with Specs, Manuals, Videos and Companions (We call it Frequently Purchased Together), and a link to a bundled Solution if one exists

1. Find a product and get familiar with tabs, especially Frequently Bought Together
2. Find a product you recently bought and add it to a Cart
3. Try clicking “Check Bundled Solution” button; it’ll appear on all items that are a part of a Solution

5. Solutions

Cherry on Cake of our website. Curated HVAC packages designed with having contractor have everything they need to finish any job. Select a job category from Solutions dropdown in the main menu.

1. Select a Solution category from the main menu
2. You’ll be taken to the list of applicable Solutions. The difference will usually be with capacity, dimensions etc
3. Inside the solution, pay attention to the Video and Documents
4. “Add all to Cart” or click on images of products you want and hit “Add selected to cart” along with the Qty
5. Price will dynamically adjust based on item selection
6. Export to XLS button will export ALL or SELECTED items to an Excel spreadsheet. Popup will ask to include Manuals. Excel file can be used to share Solution with coworkers or customers(make sure to change price)
7. Export any solution to Excel and get familiar with the layout

6. Adding items to your Cart

Simple. How to add items to cart and where you can do this from.

1. Open a Solution and either add All items or just selected items by clicking on item image, and clicking “Add selected items” to your cart
2. Search for a TRX boiler and add from the Search result page, pay attention to Recommended Accessories
3. Open a product page, adjust the Qty, and Add to Cart, pay attention to Recommended Accessories
4. Learn to remove items from cart
5. Learn to adjust Qty inside of Cart and clicking “Update Cart” button

7. Checkout and Delivery

Fill the Cart with products and Proceed to Checkout.

1. Billing page is there to verify your Billing Info. Contact Accounting to update it.
2. Shipping page: Get it Delivered option and specify Delivery Address. Use ‘Ship to my Shop’ to deliver to customers default shipping address we have on file
3. Shipping page: Schedule Date and Time carefully. We can go 14 days from now.
4. IMPORANT: Customers are to call Dispatch if they need to Expedite an existing order OR with ANY questions or changes. Once order is in, only Dispatch can adjust it.
5. Order Info: Review delivery date, time, address, items and totals. Add PO# if it’s needed.
6. Payment: Line of Credit (if applies), Pay upon Receipt (COD), or Pay with a Credit Card. Customers can always save their card on secure 3-rd party server to avoid typing out the card number every time.
7. Confirmation SMS and EMail: once the order is paid for, customer will receive a text message plus an email for order confirmation. Please review for accuracy and remember to contact Dispatch with changes or to expedite.

8. Checkout and Will Call with ALL ITEMS AVAILABLE at selected branch

Fill the Cart with products and Proceed to Checkout

1. Billing page is there to verify your Billing Info. Contact Accounting to update it.
2. Shipping page: Pickup at Able Branch option and specify Able branch.
3. Shipping page: Schedule Date and Time for Pick UP carefully. We can go 14 days from now.
4. Order Info: Review delivery date, time, address, items and totals. Add PO# if it’s needed.
5. Payment: Line of Credit (if applies), Pay upon Receipt (COD), or Pay with a Credit Card. Customers can always save their card on secure 3-rd party server to avoid typing out the card number every time.
6. Confirmation SMS and EMail: once the order is paid for, customer will receive a text message plus an email for order confirmation. Please review for accuracy and remember to contact Dispatch with changes or to expedite.

9. Checkout and Will Call with SOME ITEMS AVAILABLE NEXT BUSINESS DAY aka Split Order

We might not have 100% of order items available at selected branch. In that case, we will have a Popup window as user selects a Pick up branch.

Inside the popup, check Left (Available Now) and Right (Available Next Business Day) items.

Customer has options here:

1. Switch to another branch: they can keep checking inventory status among other branches in case they have it (in my example, i switch from MC to NF and they have it available now) and drive there if order is urgent
2. Pickup all at once (remember to fill date/time at the bottom): to pickup EVERYTHING but on the next business day or later (again don’t skip date/time field)
3. Pickup Available Now (on the left, in green) and PICKUP the rest (on the right, in red) on the next business day: we’ll transfer that to selected branch. User will have 2 orders and 2 separate pickups. One as soon as 1 hour, one on the next business day or later.
4. Pickup Available Now (on the left, in green) and DELIVER the rest (on the right, in red) on the next business day: we’ll deliver red items to his job site or shop. User will have 1 pickup as soon as 1 hour, and one delivery on the next business day or later.