Please Note: M3 is Cap/case sensitive: Order must be entered in all caps (failure to dop so will result in order failure.
-Always check product availability in M3 (MMS081) prior to processing order
-If the first and/or last name is very long enter -> First Initial and full last name
Reminder: M3 does not recognize the following signs and symbols.
- Entering the symbol in the name or shipping address will result in order failure
1A) # -->If provided in street Address (Address Line 1) --> Omit Symbol
1B) # --> ( If provided to represent : Apartment , Suite, Unit, ETC) -->Omit Symbol
- And enter the appropriate abbreviation (APT, UNIT, STE)
2) & --> Omit Symbol
- Spell "AND" out
3) ` --> (Typically provided in consumer name or inside shipping address --> Omit Symbol
4) ~ --> (Typically consumer will include in their name or inside the shipping address) --> This must be Omitted
See Examples below: (Symbols Omitted)
1A. The # symbol --> M3 reflects: 119 TEST DR HWY 2
1B. The # symbol --> M3 reflects : APT 2 - STE2 - UNIT 2
2. The & symbol --> M3 reflects : JEFF AND LISA TEST
3. The ` Symbol --> M3 reflects : 119 TEST DR. - LISA TEST
4. The ~ Symbol --> M3 reflects: 119 TEST DR. - LISA TEST
Countertop Customer ID's
Warranty Orders
1) 70730 - (US) shipping Address
2) 70731 - (Canada) shipping address
Order Type must reflect
1) E25 : For ALL PART/Parts
2) E00: For ALL "Unit"
WHS (Warehouse)
1. Both Fields must reflect: PKY (Paris KY)
- Exception: West Bend Major Appliance Category (Reach out to Onshore Support for assistance)
Carrier
US Shipping Address
1) PART/PARTS: UPS SURE G1
2) UNITS (not parts) : UPS GND RESI
Carrier
Canada Shipping Address
1) PART/PARTS & UNITS - UPS GND CAD
Credit Terms:
CC -> Credit Card
A00 -> Cash In Advance for orders at No Cost including Shipping
When entering Shipping Address on Order you will need to abbreviate the following:
1) Street -> ST
2) Avenue -> AVE
3) Drive -> DR
4) Boulevard -> BLVD
5) Apartment -> APT
6) Suite -> STE
7) Penthouse -> PH
8) Unit -> Unit
9) Crescent -> CRES
How to Enter M3 Warranty Order Entry
Step 1: Log into M3
Step 2: Left side bar: Scroll to bottom of page
- Click the "+" sign beside WEB-WEB Enable dropdown will show
- Click Order Entry Window
Save your "Order Entry Window" option to your M3 "Favorites" inside Left side tool bar. (This will save you time)
- Click "Favorites"
- Drop down click "Order Entry Window -New"
Step 3: Order entry screen populates
Step 3-A) Customer ID Field : Enter Customer ID Number -> TAB -> screen will auto fill some of the fields.
-Fields we do not Modify are:
- Priority
- Type
- Freight Terms
- Ship Date must reflect the next business day in both areas. (see below)
Step 4) Order Type Field: E25 (Parts) will populate
- For Parts (E25) : Click Magnifying glass ->"Dropdown" - Click (Highlight) "E25" line & click "Select"
- For Units (E00) : Click Magnifying glass ->dropdown Click (Highlight) "E00" line & click "Select"
** Your Selection will now reflect on main order entry screen
Step 5) WHS Field: PKY
- If field does not reflect "PKY" : Click Magnifying glass -> Type PKY in small rectangle box -> "PKY" line populates -> click (highlight) line & click "Select" (will reflect on main order screen)
- If PKY does not reflect -> repeat process.
Step 6): Ship Date Field: (Select Next Business Day)
-Click The Calendar -> Calendar populates -> Select "Next Business Day" -> Click "Apply" , then click outside the calendar
**Selection now reflects on main order entry screen
Step 7) Customer PO Field:
-Enter First Name (space) Last Name
- If first and/or last name is too long : Enter first initial & last name
Step 8) Carrier Field: (See beginning of article for Carrier ID's)
- If incorrect carrier : Click Magnifying glass -> enter UPS , locate carrier, "Dropdown " Populates - click (highlight line) line selection & click "Select". (Your selection now reflects on main order entry screen)
- If carrier selection does not reflect: Repeat the process
Step 9A) Ship To Address Field: (Need to check of Consumer already exists in M3
A)- Click Magnifying Glass -> in the 2nd column "Name" enter first and last name
- If consumers name & street address appears -> click (highlighting blue) consumer line & using slide bar view the full address -> if all details are correct -> click "Select" , this will bring you page to main order screen.
The Ship to Address will now reflect:
- In peach box a customer # and the street address
- If details do not show you will need to click the magnifying glass and repeat the process
- To be sure address saves on order , repeat the process by selecting customer line and clicking "select" to ensure address saves on order.
Step 9B): If Consumers Name is not located -> Click Close -> this will bring you back to the main page .
- Consumer does not already exist in M3
Step 9B)Manually enter Consumers Name, Shipping Address, Phone Number, & email Address)
* To Add Consumer customer information
- Click the + sign and enter customer information
- Address line 2 : apartment, Suite, etc. (also if address includes 2nd floor , side door, etc.)
- State: using dropdown select state
- Country: if Canada -> use dropdown & select Canada
- Once Complete -> Click "Add". Brings you back to main order screen
Example 1:
Example 2:
See Address line 2 ( Abbreviation must be included0
- Failure to do so will result in order failure , mis- delivery of order , or undeliverable order.
Ship to Address will now reflect:
- In peach box customer # & street address
- If details do not show click the magnifying glass,, locate & click on your consumer line -> click "Add". Details should now reflect.
- If details do not show you will need to click the magnifying glass and repeat the process
- To be sure address saves on order , repeat the process by selecting customer line and clicking "select" to ensure address saves on order.
10) Stop Code : Must Always reflect "0"
- Click Magnifying glass & click (highlight in blue) -"0" No Stop -> Click "Select", this brings you back to main order page
- Detail now reflects
11) Freight Terms reflects PPD: -> Do Not Modify
12) Credit Terms:
CC -> Credit Card
A00 -> Cash In Advance (orders at "0" dollars)
- if need to modify click magnifying and click (Highlight) select your option -> Click "select".
-This will bring you back to the main order page. (Selection will now reflect)
13) Enter product line:
- WHS : PKY
- Item/Alias/UPS: Enter stock code -> "Tab" (description field will populate) -> "TAB"
- Unit Price: warranty enter: 0.00 -> "Tab"
- Order Quantity: Enter Quantity --> Tab -> continue to Tab over to "Ship Date"
- Amount: Will auto fill (Cannot change)
- Ship Date: Click the calendar & select the next business day & Click "Apply" . Then click outside the calendar box for calendar to no longer show.
- Click "Add Line"
16B) Product Line is generated; (Be sure details are correct)
- When adding additional line items repeat process -> Click item/alias/UPS and enter all required fields.
17A) If order is at No Cost including shipping -> Click "Submit Order"
17B) You order is now generated - Very Important to Make note of your order number
- All order entry fields will be blank
- Click on the RED order number
17C) Screen populates - Double check highlighted (in yellow) fields to be entered correct.
- Lowest status & Highest status : Should reflect "33 -Allocated"
- You can copy & paste your order number from here
- Click "Next"
17D) Screen populates
-Delivery Address Area ( if consumer address is incorrect: click the 'chg adr: box and re-enter shipping address
- Invoice Address Area: See below. This area auto populates. No need to modify.
- Click "Next" & continue to click "Next" until order screen no longer shows any order details.