eCOMMERCE

For customers that desire a complete logistics partner, our sharable web stores enable our customers to provide a virtual link on their websites to our logistics management systems and fulfillment programs.

PartnerLink delivers the most advanced, comprehensive customer portal experience in the Channel. E-tools are designed specifically for the way you do business. Whether you're preparing a quote for a network, requesting an RMA or verifying your account status, everyone in your company will work more efficiently with the advanced capabilities of PartnerLink.

• View, sort and compare products
• Access detailed product specifications
• Customize over 100 validated systems
• Test real-time pricing scenarios
• Save custom system templates
• Create customized quotes for customers
• Place orders anytime of the day or night
• Access updated order status
• Receive auto-notification on shipments
• Use tracking links to locate orders
• View your account history
• Print invoices and statements
• Access previously saved quotes
• Get order details from serial numbers
• Create automated RMA requests
• View RMA status information
• Request technical support
• Manage your WEBSTORE settings
• Make changes to user profiles
• Protect data with custom security

ORGANIZATION

PartnerLink is organized in 3 general areas: product categories, system configurators and account specific information.  Any of these areas can be accessed in just 2 or 3 clicks from the top or left navigation menus.

NAVIGATION

Top navigation provides links to the publicly available pages about Equus, markets served and partnering as well as information specific to your account, your shopping cart and support links.

Left navigation lets you move among the major product categories with sub-menus offering different views of each.  These product categories are also your gateway to system configurators.

TIP: The "Search" feature located in the upper right corner of every page is a very powerful tool.  Enter any information pertaining to the item you're trying to locate and receive a list of all matching products.  A single click takes you directly to that product page.

CONFIGURING SYSTEMS

Once you've located a system of interest, simply press the button to enter the first page of the configurator.

• Price will update instantly with adjustments to the configuration
• Product detail is available by clicking the info icon next to a selected item
• "Image gallery" displays larger images and multiple views when available
• "Print summary" provides a printer friendly version of the current configuration
• "Save template" lets you save a preferred configuration for any system
• "Load template" instantly loads your preferred configuration on command

Use the option at the bottom of the screen to move to page two. Here you can make selections for add-ons and user installed options.

- Clicking an item description will provide product detail for the selected item

TIP: Look for special links in the categories on page two that say, CLICK HERE FOR...WITH FREE SHIPPING!   These links open a window on top of the configurator with an expanded selection of products that can be added to your system and that will be shipped freight free.

When your configuration is complete, select or .

(NOTE) On servers only, you will be prompted for configuration instructions.  These will be used by production technicians to configure the server to your exact specifications.  This step can be by-passed initially, but is required prior to ordering the system.

CREATING QUOTES

Your configuration can be saved as a quote for future order, reference or update.  Quotes remain valid for 15 days from the date they are created.

• Enter optional PO# or customer reference in the field titled "Your quote name"
• Check "Provide future shipping address" if needed
• "Comments" can be used as a personal reference or note to your sales rep
• By default, a copy of the quote will be emailed to you and your Equus sales rep
• Click to save the quote and view further options

TIP: Use PartnerLink to create end-user quotes complete with your markup other personalizations.

The final page of saving a quote presents the option of "Create Custom Quote Sheet".  Fill in information pertaining to your customer, markup, tax, freight, etc.  At the bottom of the page choose between HTML and XLS versions and continue. 

(Note) The XLS version will provide the quote for you in Excel, giving you the ability to make additional edits and save for your records.  The information collected in custom quotes is not saved in the PartnerLink system.  Please retain your own copies for record.

PLACING ORDERS

Items must be added to your cart for checkout.  This can be done from numerous places on the site:  product lists, product detail pages, configurators and from the quote summary of your account pages.  Anywhere the option exists you will see the button.  Parts, peripherals and systems can be added to a cart individually or in any combination.

As expected, the contents of your cart are automatically displayed any time an item is added.  Options from within the cart include:

Continue shopping       Delete items                   Adjust quantities

Re-configure systems Save entire cart as a single quote Continue with checkout

Checkout is accomplished in three simple steps.

Step 1 - Billing address is displayed by default.  Select an alternate shipping address if needed.  Optional contact information for the order can be provided.

Step 2 - The default shipping service and cost for the order is displayed.  Alternate ship methods and pricing can be selected.

Step 3 - The final order summary is displayed along with your terms.  A purchase order number and additional comments can be added prior to selecting "Process Order".

VIEWING ACCOUNT INFORMATION

A great deal of information and detail is available in customer account pages.  All of which is accessible from the account menu.

Order status and tracking - Displays a summary of previous orders with date, web ID, order #, PO #, order type, total price and status.  Once an order is shipped, status is replaced with the tracking number.  The default view of order status includes a list of the last 20 orders placed.  Additional orders can be view by searching data in any of the fields listed above.  Detail of any order can be viewed by clicking the order number.

RMA status and tracking - Provides information as described above, but pertaining to RMAs instead of orders.

Active quotes - Displays a summary of quotes with creation date, web ID, quote name, quote type, price, and expiration date.  Each has the option to be added to the cart directly from this list.

Account history - Displays current terms and credit limit as well as current aging report.  Balances in the aging report link directly to associated invoice detail.

Invoice search - Provides the ability to print duplicate invoices.

Lookup by serial number - Provides detailed information of the contents of any system by entering the serial number from the back of the system.

TIP: The system serial number lookup feature is especially useful when needing to make a repair or upgrade to a system in the field.

Manage settings - Allows you to make adjustments to the typical items like customer profile and passwords.  In addition, it allows you to:

- Manage who in your company receives emailed copies of quotes and orders

- View and manage the customized system templates you've created

- Manage all aspects of your PartnerLink Webstore

TIP: Talk with your Equus account rep about PartnerLink Webstores.  Find out how easy it is to use Equus configurators on your website as a tool for quoting and selling directly to your customers.

REQUESTING SERVICE OR SUPPORT

Support is available to anyone with a valid login to PartnerLink.  It can be accessed from a link in the top navigation menu on every page of the site.  Once there you will find links to:

General information Technical support Manufacturing partners Warranty information

Recovery media Marketing assets RMA requests

Requesting an RMA (also available as an option from the account page) will walk you through a simple, automated process:

- Select what information you have: product part number or product serial number

- Enter that information in the space provided

- You will receive a detailed list of the work order that contained that part

- The item is highlighted in the list - confirm by checking the box next to it

- Repeat the process to select multiple items until all have been selected

- Click to continue

- Complete all fields in the form provided and select

TIP: RMAs can be requested in a similar manner using the serial number from the back of a system.  Select "Lookup by serial number" from the account page menu.