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Guhring Test Tool Status Program - User Guide

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nbautista
19 diapositives · 249 Views · Dec 20, 2019

Learn how to use the Guhring Test Tool Status Program to track, manage, and process test tool orders effectively. This guide provides step-by-step instructions for searching, editing, closing orders, and managing your test tool budget.

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Guhring Test Tool Status Program - User Guide
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  1. Test Tool Status Program

  2. In your Internet ExplorerGo to http://www.guhring.com

  3. LOG IN • Click on the login tab • Enter your Username and Password • Click submit

  4. Home page of Guhring.com • Located under Programs & Reports • Click on Test Tool Status

  5. Main Search Page Here you can search for a test tool in multiple ways

  6. Search By Date Range • Click the calendar icon to show the calendar • Choose a “From” Date • Choose a “To” Date • Click Search • This search will show all Orders within that date range

  7. Search By TM# • Here is a drop down menu with all of the TM#’s • Select one & press search • It will search for all orders for that TM# • Click the “Only Open Records” box • This then show youOnly Open Orders

  8. Search By End User Or Company Name • Enter in a End User’s or Company Name • This can be spelled in part or in full • Press Search • This will search for all orders for that End User or Company Name

  9. Search By EDP# • Here you can enter one of the following: • Series # • Sobo # • EDP# • This search will show all orders with the option you selected to enter

  10. Once you have reached you results • All search results display in the same way • Here you can see the “Total net value of open test tools” for your search • You can change the status of the order by clicking Edit • You can Print or Email this page by clicking on the Email/Print icon • If you click on “Click here to exit test tool program” it will take you back to the Home Page of Guhring.com

  11. Clicking Edit Enter Comments Here!! • In the edit screen you can • Close the order • Change the End User • Link a TPR • Enter comments • Check boxes • Submit Changes

  12. Closing A Order Goodwill Test Tools Were Purchased Test Tools Were Returned Tool Performance Report Submitted

  13. Goodwill Comment Here!! • Check the box for “Goodwill” • In the comments section • Type the reason why the test tool is being provided for free • In the Date Closed area • Select the date the order is being closed on • In the End User field • Input the test site name • Click submit • All steps must be followed in order to close the order A test tool is considered to be Goodwill if the TM can not receive payment for the test tool from a distributor

  14. Test Tools Were Purchased 08/16/2011 Comment Here!! Follow the following steps to remove the cost of a test tool from a TM’s budget • Check the “Tools were purchased” box • In the “comments” • Type the name of the distributor that purchased the tools • Select the “Date Closed” • Enter the “End User” name • This must be different then the bill to name • Click “submit” All steps must be followed in order to close the order • The net value of a test tool will be removed from a territory manager’s test tool budget when a purchase order is received from a distributor.

  15. Test Tools Were Returned 07/01/2011 Tool returned (not used/ test failed) Original Order#:1602409606 Follow the following steps to remove the cost of a returned tool from a TM’s budget • Check the “Tools were returned” box • In the “comments” • Type reason for return & the original order # • Enter the “End User” name • This must be different then the bill to name • Select the “Date Closed” • Click “submit” Please note that returns are negative numbers so you will want to find the original & repeat this process All steps must be followed in order to close the order If the test tool was returned to Guhring with out being used, the territory manager can remove the costs from his test tool budget.

  16. Tool Performance Report Submitted • Follow the following steps are to remove the cost of a a reported TPR test tool from a TM’s budget • Click “Search for a TPR to link to this test tool” If a tool performance report is submitted for a test tool, the territory manager can remove the cost of the tool from his budget Click to Continue

  17. Tool Performance Report Submitted Continued • If TPR was not found • Click “Back to Test Tools” to return to edit page • If TPR was found • Select the TPR • Click “Submit” to link TRP to test tool Select the TPR that corresponds to the test tool

  18. Tool Performance Report Submitted Continued 07/01/2011 • Enter the “End User” name • This must be different then the bill to name • Select the “Date Closed” • Click “submit” All steps must be followed in order to close the order

  19. You are now ready to start maintaining a test tool account Should you have further questions, Please feel free to contact Kelly Austin