THE BRANDWISE GUIDE TO STREAMTHE HOW-TO GUIDE FOR MANAGING YOUR ORDERS ONLINE

MANAGING YOUR ORDERS ONLINE

TABLE OF CONTENTSKEY FEATURES / 3

THE STREAM CONSOLE / 5

BATCH HISTORY/ 16

ORDER SEARCH / 17

SUSPENDED ORDERS / 18

TROUBLESHOOTING / 19

CONNECT WITH US! / 21

ADDITIONAL RESOURCES / 22

MANAGING YOUR ORDERS ONLINE

STREAM

Stream is a web-based technology that makes order management a snap. It streams the order process from Brandwise-powered reps and agencies into your back office.

This guide helps you understand how to use Stream, including how-to guidance on of each component of this order processing technology.

BRANDWISE CUSTOMER SERVICEAs always, if you have any questions please feel free to contact our Customer Service by calling 1 877 435 3225 x1

MANAGING YOUR ORDERS ONLINE

KEY FEATURESSTREAM CONSOLE

The Stream Console is a visually intuitive console that allows users to review the current status of orders and data mapping issues (customer ID mismatches, sales rep ID mismatches, etc.) that can cause order to be ‘dirty’, due to the mismatches. Once the mismatches are corrected, the order is ‘clean’ and ready to be processed. In addition, Stream allows suppliers to apply order alerts that can identify problems with orders. For example - identifying orders that do not meet order minimums, pricing discrepancies of line items or un-authorized order discounting.

CUSTOMIZED OUTPUT FILE MAPPING

Suppliers have the ability to choose from almost any file format needed for file import. This is setup during implementation and any changes to a file format after implementation must go through Brandwise support and are subject to a fee. Examples of acceptable file formats are:

• XML • FLAT TEXT • CSV • EDI

ABILITY TO ACCESS PARTIAL ORDER BATCHES

Users can configure Stream to send all existing clean orders without holding up the batch to fix “dirty” orders.

For example - if the supplier received 100 orders, 95 of which are “clean” and require no data field mapping, the supplier can automatically receive a clean batch of orders and process the remaining 5 “dirty” orders at a more convenient time.

MAP AGENCY KEY ENTITY DATA

Orders generated by independent agencies present challenges in that the agency codes (customer ID, sales rep codes, credit terms, etc.) are different from the supplier codes. Suppliers can identify which fields they wish to map. Stream can map the following 13 key reference fields:

• Customers/Addresses • Sales Reps • Agencies • Order Sources • Credit Terms • Ship Via Codes • Order Taker • Mfg Lines • Programs • Promotions • Sales Location • Sales Order Type • Third Party Submission Errors • Order Taker • Mfg Lines • Programs • Promotions • Sales Location • Sales Order Type • Third Party Submission Errors

MANAGING YOUR ORDERS ONLINE

KEY FEATURESCUSTOMER FILE MAPPING UTILITIES

Stream will allow a supplier to import their customer file and utilize some pre-built customer matching functions that will quickly find matches between their core customer file and the agency customer file. For example - phone number matches, geographically sensitive address matches and geographically sensitive name matches. Users then have the ability to quickly “bulk” tag records and update the mapping files. Brandwise Vision suppliers can utilize the customer mapping functionality without having to upload files. Play suppliers will also have their own internal orders “auto-map” existing customer address numbers because the data is already being provided to Brandwise.

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEThe Order Console allows a user to log into Stream and quickly review recent order activity. The Order Console is broken into 8 sections.

ORDER DASHBOARD

Your Order Dashboard provides an overview of the last 8 days of order transactions independent of the orders “batch affiliation”. You can also view all of your agency statistics from the time of implementation of Stream.

Users can review a breakdown of orders by external agencies that are sending orders via the Brandwise SFA system.

NON-VALIDATED ORDER REVIEW

The following are a few management tips for system setup and measuring the success of your Reach site on a regular basis. Below are a series of management suggestions that have been proven successful in the Reach environment.

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEVALIDATED ORDERS

This section displays a summary of orders that have been received and are ready to be processed using the Stream Console. There are two types of orders, clean and dirty. You can also see any suspended orders here. To process a clean order batch click on the “Create Clean Order Batch”

CLEAN ORDERS

Clean orders are orders that all the data has valid supplier codes and/or mappings in place. Clean orders are ready to be processed into an order batch.

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEDIRTY ORDERS

Dirty orders are orders that do not have valid supplier codes mapped to the external system codes. Once maps are in place the orders will updated to a clean order.

SUSPENDED ORDERS

Orders can be suspended if the user does not want the order to be part of an order batch. Suspended orders can be put into two categories, temporary and permanent. Temporary orders can be easily re-activated. Permanently suspended orders will remain suspended. It is recommended that you only temporarily suspend an order unless you are certain you will never want to retrieve it for download or printing. All suspended orders are available for review in Suspension History.

NOTE: You have the option of adding a ‘Suspension Comment’ indicating your original intent for suspending the order.

To re-activate a suspended order, first click on the “Suspended Cnt (Temp)” link located in the Validated Orders section in the Stream Console.

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEFind your order and click the process link.

Select “Re-Activate Order” and add a comment if you like.

CUSTOMER MAPPING

This section provides a summary of customers in the system across all agencies. These must be cleaned up before the orders can be part of a batch. The blue number represents the number of distinct values. The red number in parenthesis represents the number of orders affected by the mismatch.

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEMAPPED CUSTOMERS

Clicking on the number link for mapped customers will take you to a list of all mapped customers in the system. By clicking the Edit button you can edit your customers mapped account number. Be sure to save your changes.

UNMAPPED CUSTOMERS

Clicking on the number link for unmapped customers will take you to a list of all unmapped customers. You can click the Edit button and fill in the information to map the customer. Be sure to save your changes.

UNMAPPED CUSTOMERS WITH ORDERS

This section will show you all unmapped customers that have orders in the system.

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEIf you are loading customers through the gateway, click find match to start looking for the customer match. If the supplier/ customer is on the order then the system will return possible matches. Click the radio button for the match and hit the assign tagged customer button. If you don’t see the customer in the list of results, then you can use the top section to further search for the customer.

If you are not uploading a customer list through the gateway, simply enter your customer number by hand after clicking the edit button. Be sure to save your changes.

Stream has three utility functions that are intended to facilitate/jumpstart the customer mapping process:

PHONE MATCHINGStream allows the user to match unmapped records to your customer profile versus phone numbers. The blue numbers to the right of the label represent the count of implied phone number matches. When you click on the blue link it presents the universe of matched records. You can then tag records that you would like to “Map” or if you do not tag any records it will attempt to process all records. This cannot be undone so you should eyeball all records before doing a bulk load.

ADDRESS MATCHINGThis contains all records where there is a direct match for the Address1 field and the Zip Code field. The blue numbers to the right of the label represent the count of implied address matches. When you click on the blue link it presents the universe of matched records. You can then tag records that you would like to “Map” or if you do not tag any records it will attempt to process all records. This cannot be undone so you should eyeball all records before doing a bulk load. This function attempts to exclude any records where there is a direct phone match.

NAME MATCHINGThis contains all records where there is a direct match for the Name field and the Zip Code field. The blue numbers to the right of the label represent the count of implied name matches. When you click on the blue link it presents the universe of matched records. You can then tag records that you would like to “Map” or if you do not tag any records it will attempt to process all records. This cannot be undone so you should eyeball all records before doing a bulk load. This function attempts to exclude any records where there is a direct phone match or a

direct address match.

UNMAPPED CUSTOMERS WITH ORDERSThis contains all records of orders that do not match because of customers. You can print out this list to help enter these customers into your system.

SFA NEW/ UPDATED RETAILERSThis section is for suppliers that use Play/VendorElite. Here you will see any new suppliers that have been added or modified in any of the above systems. You can then go into your ERP and make any necessary adjustments.

NOTE: Since the customer file will direct where orders are billed and shipped, care should be taken when auto mapping records!

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLE

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEORDER ALERTS

Order Alerts display the currently selected alerts for this supplier. The end user can then activate/deactivate alerts by clicking on the “Setup” link in the Order Alerts Header. Then you can activate alerts by moving the available validations into the current validations by using the arrow buttons. Users can also define the alert level (error or warning level) by clicking on the “Set Alert Levels” button. The alerts counts for orders that have problem orders are displayed in red.

REFERENCE MAPPING

Reference Mapping allows a supplier to identify and edit data mappings for the 12 fields within the application. These are not mandatory mapping fields and it is determined during the setup process which fields will be used to validate data. It contains three categories of information: Total Record Count (Cnt), File Error Count (F/E) and an Order Error Count (O/E). A file error or F/E represents the count of records where a mapping value is missing.

If the user clicks on this blue highlighted value then they are taken to a screen that allows them to map the offending values. An order error or O/E represents the count of customer mappings that are missing and affecting current orders in the queue. These values must be cleaned up before the orders can be entered into a batch. The blue number represents the number of distinct values. The red number in parenthesis represents the number of orders affected by the mismatch.

The twelve fields are as follows:

• Sales Reps • Agencies • Order Sources • Credit Terms • Ship Via Codes • Order Taker • MFG Lines • Programs • Promotions • Sales Location • Sales Order Type • Third Party Submission Errors

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEClicking on ‘Setup’ will take you to the Mapping Administration screen which will allow you to add or remove mappings.

NOTE: You can turn on/off mapping for specific reference, but you MUST notify Brandwise so changes to your order export can be adjusted appropriately.

NOT-DOWNLOADED BATCHES

Not-Downloaded Batches shows all order batches that have not been downloaded. If there is a credit sheet attached, the batch will be marked with an asterisk. In this section you can either print or download your order batch, or both.

NOTE: Due to PCI Compliance, Credit Card numbers will be masked after hitting either the download or print button. They will also be masked after 7 days of batch creation. For more information on PCI compliance, click here.

All orders that have an asterisk indicate that a credit sheet is attached. Credit Sheets may only be printed.

Clicking the download button will begin the batch file creation process. This will start the download or printing of your batch.

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLE

NOTE: You will need the latest version of Java to be able to download an order batch. To get the latest version of Java, visit http://www.java.com/en/

• Click Process Request • Check the always trust content from this publisher and click run • Confirm you would like to download your files • You will get a confirmation if your files were successfully created and downloaded

MANAGING YOUR ORDERS ONLINE

THE STREAM CONSOLEDOWNLOADED BATCHES

In Downloaded Batches you can view your recently downloaded batches. You can also choose to re-download or re-print them if needed.

MANAGING YOUR ORDERS ONLINE

BATCH HISTORYThe Batch History page will allow you to view all batches that have been created in the system.

The Batch History page will allow you to view all order batches that have been created in the system.

A. The Batch History page will display the following information in the dashboard.a. Batch ID: Brandwise generated Batch ID.b. Batch Date: The date the batch was created.c. Batch Name: Brandwise generated Batch Name.

i. Contains original Batch Date preceeded by the Batch ID.ii. Click on the Batch Name to re-download the batch.

d. ($) Dollars in Batch: Sales order dollar totals for entire batch.e. (#) Number of Orders in Batch:  Displays a breakdown of each sales order in the batch.

i. Click on number link to open breakdown of all ordersii. Click on Order $ to view the Order Detail

f. Print Batch: Click on the blue link to Initial Print or Reprint the Batchi. Initial Print: Batch has not been printedii. Reprint: Batch has been already printed

g. Last Print Datei. Timestamp of the last print date

h. Credit Sheet: Will display ‘Credit Sheet’ in the field if the batch contains a credit sheet.

MANAGING YOUR ORDERS ONLINE

ORDER SEARCHThe Order Search page will allow you to search for all orders that are in the system.

You can search by any of the fields above and the orders will list the results section.

Clicking the OrderID link in the search results will open the order with a line item view.

MANAGING YOUR ORDERS ONLINE

SUSPENDED ORDERSHere you can view and work on any orders that have been suspended. Clicking on the link for order total will open up a copy of the suspended order. Clicking on the link for action will allow you to change the status of the suspended order. For example, you can re-activate or permanently suspend an order that is currently temporarily suspended. You also can search for suspended orders by any of the search criteria at the top.

SUSPENSION HISTORY

Here you can view all of your suspended order history. Clicking the link for order will allow you to view the suspended order. You can also search for suspended orders by customer or PO number.

STREAM PROCESS STEPS

The application works as follows, which varies according to the desired setup information:

1. Log into Stream and go to the Stream Console page. 2. Click on “Process Orders” button. This compares the orders against the data mapping profile and the

desired validation alerts. The orders will be separated into clean or dirty order batches. 3. Review and setup all data mappings to clean up the dirty order batch.4. Once the batch is ‘clean’ click on the Create Batch button located in Validated Orders. Hit Refresh.5. Download or Print batch located in Not-Downloaded Batches

MANAGING YOUR ORDERS ONLINE

TROUBLESHOOTINGCONFIGURING INTERNET EXPLORER & DISABLING POP-UP BLOCKERS

If you are having difficulties with Stream, try reconfiguring the security settings within Internet Explorer to allow each page to load properly. The first step is to ensure that all Windows updates have been installed and that you are currently using the most current version of Internet Explorer.

An issue that can arise when using Stream is that your Pop-up Blocker may prevent a batch from either being downloaded or printed. The image on the right will show you where you can disable this feature within your browser.

An issue that can arise when using Stream is that your Pop-up Blocker may prevent a batch from either being downloaded or printed. The image on the right will show you where you can disable this feature within your browser.

Once you are under the security tab in Internet Options, click Sites. When looking at the trusted sites list, the first step is to uncheck the box marked “Require server verification”. Once that has been done, type the following web addresses in the appropriate field as seen on the left. Click “Add” when finished.

• https://e.brandwise.com • https://216.241.176.78

MANAGING YOUR ORDERS ONLINE

TROUBLESHOOTINGStep 5: You are almost done, but you will need to press install in the bottom right to start the Installation.

Step 6: Java install will recommend installing an ask Toolbar. We recommend unchecking that box as shown in the image below before proceeding with the next button at the bottom right.

Step 7: Java will now install. Once you see the image below on Your screen, the install is complete.

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All Brandwise solutions work together so everyone in your organization gets the tools and information they need to make selling easier.

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