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Dealer

User Manual

Rev. 4/21/2011

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BERNINA B2B Connect User Manual

Table of Contents

Creating an Account………………………………………………………………………………………………………………………….3

Logging into your Account………………………………………………………………………………………………………………..4

Setting up your Account Profile…………………………………………………………………………………………………….….5

Searching for Items…………………………………………………………………………………………………………………………..7

Order Parts using the BERNINA Spare Parts CD………………………………………………………………………………….12

Order Inquiry…………………………………………………………………………………………………………………………………..14

Invoice and Credit Memo Inquiry…………………………………………………………………………………………………….17

Tracking your shipment………………………………………………………………………………………………………18

Export Invoice to Excel………………………………………………………………………………………………………..19

Creating a New Web Order………………………………………………………………………………………………………………21

Create an Order using Copy Previous Order Button………………………………………………………………………….25

Create an Order using Copy Best Seller Button…………………………………………………………………………………29

Using Quick Entry……………………………………………………………………………………………………………………………..31

Modifying an Order………………………………………………………………………………………………………………………….33

File Upload……………………………………………………………………………………………………………………………..………..35

Submitting an Order…………………………………………………………………………………………………………………………38

Viewing Reports……………………………………………………………………………………………………………………………….40

Information Buttons…………………………………………………………………………………………………………………………43

Display New Items……………….…………………………………………………………………………………………………………..44

Key Buttons Quick Guide………………………………………………………………………………………………………………….45

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Creating an Account

If you do not have a BERNINA Connect account setup yet, click the ‘Click here’ to sign up for an

account. If you already have an account you can skip this section and go to “Logging into Your

Account” on page 4.

Here you are able to enter in your current customer information to request a BERNINA Connect

account. Enter in your customer information and click on “Submit Request”. You will be

contacted once your account has been approved and setup.

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Logging into Your Account

To Log into your account navigate to the Customer Login Page – http://b2b.berninausa.com

Enter in your username and password and left click on ‘Log In’ to access the Customer Home

Page.

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Setting up your Account Profile

To set your preferences select ‘My Account Profile’ from the top of the page. You can change

your login password, email address, set your default home page, how many items you wish to

display in searches and set your session timeout.

Select your settings and click the save button.

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Select your default home page from the drop down list:

Select the number of items per page when searching for items:

Select your session timeout:

When done click the ‘Save Changes’ button.

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Searching for Items

Log on to the BERNINA B2B Connect website. For help logging in see page 4 – “Logging into

Your Account”.

Click on ‘Search Inventory’ to open the main search page.

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Here you can search to find the item that you are looking for using a variety of methods. You

can always get back to the main Search page by clicking on the ‘Search Inventory’ button.

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Search Methods for Item(s)

There are four methods of searching for items:

Search Products by Category – will display all items in the selected category

Search Products by KEY WORD – entire site or by category

Search Products by Start of ITEM # - displays all items that begin with what you type in

Search Products by Any part of ITEM # or DESCRIPTION – must have at least 4 characters; this is

a literal search of all item numbers and descriptions that contain what you typed in.

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As you begin typing in a box, an automatic filter is applied to limit your search down to a few

items based on the item number typed into the search box. In the example below, the item

number typed in was “033”. A list of items beginning with 033 is now displayed. Using your

mouse, left click on the item desired.

The item has now been selected and appears in the search box. To search for the item, left click

on the ‘Search Products By’ button. Note: click the ‘Search Products By’ button corresponding

to what type of search you are using such as Key Word, Item # or Any part of…

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The item is displayed with any associated details including availability Stop Light. Also, the item can be added to your cart on this page by clicking the bar ‘Click this bar to add item(s) to cart’.

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Order Parts using the BERNINA Spare Parts CD

Click the ‘Order Parts’ Button.

Select either the Serger or Sewing & Embroidery and drill down to the machine you are looking for.

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Click on the number of the part you need to add it to your cart.

If the part is not in inventory you see a message that the part is unavailable. Contact customer

service for help researching the part. If necessary, the part may be available for special order.

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Order Inquiry

Click on the ‘Order Inquiry’ button to view pending orders submitted online and orders already

in process (orders that have been credit approved, printed and in the process of being picked

and shipped).

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The Order Inquiry screen is displayed. Here open orders can be viewed. All open orders are

displayed for your account. Orders can be filtered to show only certain PO#’s, Order #’s or Ship

to Name’s, depending on your search criteria entered below.

Enter Search Criteria to filter

results listed below.

Click on the desired order # to

view the order details

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After clicking on the Order #, the Order details are displayed. The order details and status are

indicated below.

From this page you can Go back to the previous page, Inquire on an Order, Inquire on an

Invoice, Place an Order, Search Inventory or View Reports.

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Invoice and Credit Memo Inquiry

Click on ‘Invoice Inquiry’ to view past Invoices.

Either use the ‘Search By’ or click on the invoice number to view the invoice detail

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After clicking on the Invoice number, the details are listed below and can be viewed or printed.

Also, the package can be tracked by clicking on the Shipping Agent logo.

Click on the FedEx Logo to view the tracking information for the Invoice as shown below.

Click for tracking

information

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You can also export the Invoice Information to a Microsoft Excel file. To export the data to

Excel, click on the Excel Logo.

You should see a window that asks if you want to open or Save the file. Click on the ‘Open’

button.

Click to export

to Excel

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The Invoice will be opened using Microsoft Excel. This file can be saved or modified for custom

reports, etc.

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Creating a New Web Order

Log into the BERNINA B2B Connect website. Click on ‘Place an Order’ to open the Shopping

website.

The Main Shopping screen will be displayed. Here you can create a New Order and

View/Modify saved orders. To Begin a new order, click on ‘Create New Order’.

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The ‘Create a New Order’ screen will be displayed. To begin your new order:

1. Select the Ship to from the dropdown box 2. Enter in your Purchase order number. –Each order MUST have a Purchase Order #

entered 3. Select your Ship Method. 4. Enter any order notes for the order. 5. Click Start Order to begin adding items to your shopping cart.

Select Ship to by clicking

on the dropdown box

Select Ship Method by clicking on

the dropdown box

Enter a

Purchase Order

Number

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The Search Inventory screen is now displayed. Here you can begin to search for items to place

in your shopping cart.

Enter items into your cart by Search, Order Your Best Sellers, Quick Entry, Scanner Entry or File

Upload.

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After the ‘Add to Cart’ button is clicked the Order Details are displayed.

Here, the order options are Edit Order Info, Continue Shopping, Empty Cart, Delete Order, Save

Order, or Submit Order. Individual items can be removed from the cart by clicking the red ‘X’.

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Create an Order using the Copy Previous Invoice button

Click on the ‘Copy Previous Invoice’ button to open the Previous Invoice webpage.

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The Previous Invoice screen will be displayed. Here you can choose a previous invoice to view

the items purchased. Any item purchased on the previous invoice can be quickly added to the

cart.

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Here the previous invoice is displayed. Enter in the quantity that you would like to order and

click the ‘Add to Cart’ button.

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After the ‘Add to Cart’ button is clicked the Order Details are displayed.

Here the order can be modified or submitted. If the order total is under the minimum order

amount the ‘Submit Order’ button will be grayed out.

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Create an Order using the Copy Best Seller button

Click on the ‘Order Your Best Sellers’ button to open the list of previously ordered items.

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The most popular items that you order will be displayed. Enter in the quantity you would like to

order and click “Add to Cart”.

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Add items to an Order using the Quick Entry button

Click on the ‘Quick Entry’ button to open the Quick Order Entry webpage as shown below.

Enter or scan in the item number and modify the quantity you wish to order, when finished

click the ‘Add to Cart’ Button at the bottom of the page.

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As you type, a list of items will be displayed and the desired item can be selected. Left click on

the item to select. The default qty is 1. Update the qty for each item, if necessary and click the

‘Add to Cart’ button.

The items are now in the cart. You can now submit the order or continue shopping.

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Modifying an Order

Here you can create a New Order and View/Modify saved orders. Click on the ‘Place a New

Order’ button to view orders saved and in process. To modify an order, click on the ‘Modify

Order’ icon.

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Here quantities can be adjusted by changing the Qty and clicking on the ‘Save Order’ button.

Items may be deleted off the order by clicking the Red ‘X’ in the delete column.

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File Upload Many dealers are using POS and other ordering systems in their stores. To upload a data file in to the B2B shopping cart click the ‘File Upload’ button.

There are four file formats for uploading data files.

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Method 1: Item only – this method uses a text file with the part number only. Method 2: Quantity and Item - This method uses a text file with the quantity and item number separated by a comma. Method 3: Item and Qty - This method uses a text file with the item number and qty separated by a comma. Method 4: Specifically designed for JMM software output format.

Click on the method you wish to use.

Use the Browse button to select the file you wish to upload then click the ‘Upload File’ button.

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All valid items will be added to your shopping cart. You will also see a list of items that had errors and were not loaded into your cart.

Submitting an Order

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When you have checked your order and are ready to submit the order, click the ‘Submit Order’

button.

Important!

If the order total is under the minimum order amount the ‘Submit Order’ button will be grayed

out.

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The Order Confirmation screen will be displayed. Read the instructions carefully. If you are

ready to place your order, click the ‘Confirm Submit’ button, or click the ‘No, Save For Later’

button.

Once you submit your order you will see an order confirmation page. Write down your order

number or print out the webpage for your records.

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Viewing Reports

To view reports click on the ‘View Reports’ button.

The main reports menu will be displayed, which includes the list of all available reports.

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Click on a report title to run the report. Use the dropdown fields to filter the report further. Click on the Excel button to output the report to Microsoft Excel.

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Information Buttons On the Main page there are several buttons to download files including downloading a current price list

of parts and accessories. As PDF files or special promotions run, look for new buttons here to download

details.

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Display New Items

To display new items, click on the ‘What’s New’ Button.

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Key Buttons Quick Guide

Key buttons are listed on the next couple of pages. A quick description of each button is given

as a reference.

Key Buttons Description

The Home Button will always take you back to the Home Page.

The My Account Profile button will allow you to update your password and email address.

The Contact Us button will allow you to write a note to BERNINA and include any comments or questions, etc. The Phone, Fax and Mailing Address of BERNINA is also displayed.

The Shopping Cart button will display what you currently have in your order.

You should always use the Logout button to log out of the website when you are done placing your order.

Click on the User Guide button to get download the latest version of the user manual.

The Order Inquiry button will allow you to see any orders that have been placed with BERNINA.

The Invoice Inquiry button will allow users to view/print detailed Invoices and Credit Memos.

The Place an Order Button allows you to create a new order or view any saved orders.

The Search Inventory Button allows you to search for items using a variety of techniques.

The View Reports button allows you to view and print out various reports.

The Search Invoices button allows you to search for a specific PO by PO #, Order #, or Ship to Name.

The Go Back Button takes you back to the previous page. In this case it will take you back to the Invoice Inquiry screen.

The Excel Icon Button will allow you to export the screen details into Microsoft Excel format.

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Key Buttons Description

The FedEx Logo button takes you to the tracking information for the invoice selected.

The Create New Order button will start the process of creating an order.

The View Saved Order button will display any saved orders. A saved order can be modified/deleted/submitted.

The Product Search button takes you to the Product Search home page

The Advanced Search button takes you to the advanced search page where you can search by items recently added, by keyword, stock number, brand name, title, author, or publisher.

The Copy Previous Order button allows you to view any of your previous orders and quickly add any of the items to your cart.

The Copy Best Seller button shows you your most popular items ordered in the past 180 days. Items can be quickly added to your cart.

The Quick Entry button allows you to type the item or scan the barcode of the item that you wish to order.

The Scanner Entry button allows you to quickly scan items to add to an order.

The View Cart button displays all of the items that are currently in your shopping cart. Item quantities can be modified and items on the order can be deleted. Here you can easily see what items are currently in stock.

The File Upload button allows you to load a data file containing a list of items with qty to add to an order.