Sales Order Configurator

User GuideVersion 4.1 – Mar 2016

Objective

This user guide describes the Sales Order Configurator (SOC) system

which is be used to place orders for Schneider software products.

Its aim is to show users how to use SOC for:

• Creating customer facing sales quotes

• Creating and placing orders

• Analyzing install base data

And also,

• Understand how to access the system

• Understand how to administer their account

Register to access SOC

Browse to the SOC using the latest version of your preferred web

browser:

• http://www.soc.schneider-electric.com/

Create a new account

New Account

Minimum 7 characters

with at least 1 non-alpha

numeric character

e.g. pass#word.

Note: A request to activate your account

will be sent to the SOC administrators. A

user administrator nominated for your

region will grant you access to sales

and/or ordering roles within the system.

Select the Schneider office

or company you work for.

Successful Login

Based on the company you

are registered with, different

product offerings (Citect,

Vijeo) will be presented

here.

Based on the privileges set on

your user account, the menu

items presented will vary.

Creating a Sales Quote

Options to create new sale

quotes (non-support

renewals).

Option to generate support

renewal quotes.

“Quotes” menu option lists

all quotes for your company

and will let you create new

sales quotes.

Sales Quote using Quote Wizard

Choose product categories to

quote. (only relevant under certain

brands)

Note that the drop down

is now locked to your

selected brand.

The Quote Wizard option guides you through the quotation process. Using this option

to quote will automatically select parts based on the answers provided to a preset list of

questions. It is recommended for new system quotes.

The Quote Wizard takes you through a series of steps prompting for:

• Proposed system architecture

• Key information for point expansions

• Proposed size of system

• Requirement for system reporting

Output from Quote Wizard

Once the Quote Wizard has gathered all information

it will automatically generate / recommend a list of

parts for your quote.

You can add additional parts to the list by selecting a

part clicking on “Add Part” button.

Optional end user

discount can be applied.

Customer Details - Quotation

Enter customer details for the quote to be generated.

Mandatory fields are marked in red.

Review Final Quote & Confirm

Quote can be exported

to MS-Excel or PDF if

required.

Sales Quote using Fast Form

The “Fast Form” option presents the user with a single form to provide their

input. It is recommended for people who know the licensing and point count

requirements for the project but not the actual part numbers.

Like the Quote Wizard, Fast Form will automatically recommend a list of

parts based on user input. Following the parts recommendation the user is

required to fill in customer details and review / confirm the quote similar to

the Quote Wizard.

Sales Quote using Pick List

Use the “Pick List” option to select the parts manually from the drop down list (usually start with a

license). It is recommended for system expansions (adding clients, expand point counts etc.)

Parts Validation

All parts are subject to a set of

validation rules. Errors in

validation will be marked as

shown.

Hovering over the warning

icon presents the validation

rule together with a set of

options to allow the invalid part

to be corrected

Parts Validation – Special Cases

In special case scenarios, users can proceed with the

quotation process without fixing the errors generated

from parts validation. This is not recommended for

regular quotations.

Sales Quote - Support Renewals

Enter a site number or key

serial number to initiate the

support renewal quote

process.

The support renewal process allows existing site, key

and license information to be retrieved and a new

support renewal quote to be generated.

Sales Quote - Support Renewals

Confirm the site information

and proceed to the next step.

Note: You may be presented with a message stating either of the following:

• “Site details exist but there are no licenses on site under this brand. Please check site

details.” In this scenario the site exists but all licenses are likely to be for another brand (Eg:

Vijeo products). If this is the case and your company can sell the alternate brand then switch

the web site brand and retry the support renewal

• “Site details exist, but are not associated with your Sales Channel.” In this scenario the site

exists but is in a region that may not be available to your sales channel (Eg: a competing region

or country). If you believe that the site should be available then please contact the Schneider

order processing team to investigate the issue.

Sales Quote - Support Renewals

Select the Support, Subscription or Synchronization

option required for the renewal.

Sales Quote - Support Renewals

Enter new Service Agreement expiry date and

proceed to the next step.

If support for the site expired in excess of 6 month

ago then the renewal period is based on years from

today going forward. Default = 12 months.

If support for the site expired less than 6 months

ago then the renewal period is from previous expire

date. Default is 12 months.

Some renewals are limited to 12 months blocks.

Sales Quote - Support Renewals

High level quote information is shown first

including customer and part details.

There are options to show and hide certain

fields at the top.

Sales Quote - Support RenewalsA detailed breakdown of support charges is

found at the bottom of the quote.

The darkest row

displays a site level

summary of support

charges.

Below the site level

summary is a key

level summary

showing all charges,

if any, for the key.

Under the key level

summary are the

charges for an

individual license.

Finally, the parts required

to renew the license are

seen.

Quotes

Edit quote. Clicking on this will take

you to the parts validation page with

the list of parts for this quote.

Generate Order. Clicking on

this creates an SOC order

from this quote.

List of quotes by all sales staff within

your company. They can be sorted

by various columns.

View quote.

Customers Page

The Customers page provides access to a list of customer sites within

the current users sales region.

It can be used for searching and filtering sites and for viewing site

details.

It is useful for identifying sites that are coming up for support

renewal.

Support renewal quotes can be generated for multiple sites in one

go from this view.

Customers Page

List of customer sites in your sales

region. The list can be sorted by

columns header.

Search criteria to find a site by

site Id, Key Serial Number or other

general fields.

If filtered by Expire date then the

list is ordered by Support Expire

Date descending.

View site details page

Site Details Page

List of the most recent

5 service agreements on

the site.

Allows the Site comments and

key notes to be hidden if information

is sensitive.

Site Details.

Keys and licenses on the site.

Placing an Order

An Order can be placed in the SOC in 3 different ways:

Clicking on the place order icon on a quote available in “Quotes”

page (as shown in previous slide)

Retrieving a quote from the “Orders” page

Clicking on “New Direct Order” button from the Orders page

Placing an Order - Orders Page

Use this option if you know the

quote reference number and

you intend to generate an order

containing the parts in the

original quotation

Use this option if you wish to place

an order straight away without going

through the quote process

All orders for your company are

listed here and can be sorted by

column heading

The status of the order is

displayed and if it hasn’t been

submitted then it can be edited

or deleted. If it has been

submitted and accepted it can

only be viewed.

Placing an Order - Order Details

Complete the following information:

Purchase Order details

Customer/End User details

Shipping details

Completion of required information on this

screen will take you to the Parts Validation

screen (“Orders Parts List”).

If the order is for an exiting site

select this option and provide

the site ID and name

Placing an Order

You can still edit the part list by adding new parts to the existing

list. The parts validation process will ensure all required parts

are present in the list to order.

Unit Pricing is stated here as a list

price. Company based transfer or

buy prices are applied at order

confirmation stage.

Order Confirmation

You can attach custom

documentation along with an

Order by clicking on this button

Submitting the Order

will set the order to

submitted state and

generate an email

containing

a PDF version of

what is displayed on

this page.

The order is sent to

the order processing

team.

All line items in the order and

grouped and summarised here

This area displays the allocation

of licenses and support items

to keys

My AccountThe My Account page can be used to change your password:

If you are configured for multiple companies (countries or offices) you

can swap between them here as well: