HOW TO USE THE PLANWEB ONLINE
ORDERING SYSTEM
(QJOLVK
7$%/(2)&217(176
,1752'8&7,21 *(77,1*67$57(' 2.1
2.2
2.3
Installing PlanWeb on your computer ...........................................................................................2
Logging onto the system ................................................................................................................2
Working with PlanWeb screens ....................................................................................................3
63$5(3$5725'(56 3.1
3.2
Placing an order .............................................................................................................................5
Reviewing an order ........................................................................................................................9
25'(552:%52:6(5 83675$&.,1*6(59,&( 63$5(3$5735,&(/,676 38//'2:10(186 Form pulldown menu ................................................................................................................................. 15
Edit pulldown menu ................................................................................................................................... 15
Tools pulldown menu ................................................................................................................................. 16
Sort pulldown menu ................................................................................................................................... 16
Show pulldown menu ................................................................................................................................. 16
Window pulldown menu ............................................................................................................................ 17
Help pulldown menu .................................................................................................................................. 17
&23<5,*+73/$10(&$
:HUHVHUYHWKHULJKWWRPDNHFKDQJHVZLWKRXWSULRUQRWLFH
How to use the PlanWeb Online Ordering System
,1752'8&7,21
These instructions describe how to use the PlanWeb Spare
Part Online Ordering System. Please read the instructions
carefully before using the system.
PlanWeb is an online ordering system which enables you
to place new orders, search for your existing orders, view
the Planmeca Spare Part Price Lists and, depending on
your user rights, send customer feedback. The system provides you with real-time order process information and
updated price lists at all times.
By using this system you can order spare parts as listed on
the Planmeca Spare Part Price Lists. No other articles or
products can be ordered.
PlanWeb utilizes the Security Sockets Layer (SSL)
protocol. This is a data encryption system which
guarantees that all data you feed into the system is
transferred via a secure data link.
How to use the PlanWeb Online Ordering System
*(77,1*67$57('
*(77,1*67$57('
,QVWDOOLQJ3ODQ:HERQ\RXUFRPSXWHU
To run the PlanWeb Online Ordering System, you will
need:
- Operating System Windows 95/98/NT/2000
- Web Browser Internet Explorer 5.5 or later
- Microsoft Data Access Components MDAC 2.6 or
later.
NOTE
Windows 95/98/NT users will need to download
MDAC from Microsoft’s website (www.microsoft.com) or use the CD-ROM supplied by Planmeca.
NOTE
Windows 2000 contains MDAC by default.
When you access the system for the first time, it will
be installed automatically at logon. Follow the onscreen instructions to work through the installation
wizard.
/RJJLQJRQWRWKHV\VWHP
To access the system, click the PlanWeb link on our
website (www.planmeca.com).
You will first be asked to enter the user code and password issued to you by Planmeca.
Then click the Next button.
NOTE
Your user code specifies your user rights according to
the customer profile that has been created for you by
Planmeca. Each user can view and modify only his
or her company’s orders.
NOTE
Your user code and password can be changed by
Planmeca only.
IMPORTANT User codes and passwords may only be used by the
specified user. If a PlanWeb user leaves your
company you should contact Planmeca without delay
so that his or her user rights can be withdrawn.
How to use the PlanWeb Online Ordering System
*(77,1*67$57('
You will now be on the PlanWeb Main Page. Click the
plus (+) sign to view all the PlanWeb functions that are
available to you.
NOTE
Some of the functions shown here are not available
to all users.
To enter new orders into the system, or to review
orders, double-click the Spare Part Orders icon (see
section 3 “SPARE PART ORDERS” on page 5).
To browse through order rows, double-click the Order
Row Browser icon (see section 4 “ORDER ROW
BROWSER” on page 11).
To view the Planmeca Spare Part Price Lists, doubleclick the Spare Parts icon (see section 6 “SPARE
PART PRICE LISTS” on page 14).
:RUNLQJZLWK3ODQ:HEVFUHHQV
The PlanWeb screens open on top of the Main Page.
You can resize and reposition the screens so that you
have easy visual access to them while working on your
order. You can also resize any column in any screen, if
needed.
To reposition a screen, position the mouse pointer
somewhere on the blue title bar at the top of the screen
and then drag the screen to its new location.
To resize a screen, position the mouse pointer on a
screen border and then drag the border until the screen
is the desired size.
To resize a column, position the mouse pointer on a
column line and then drag the line until the column is
the desired size.
NOTE
How to use the PlanWeb Online Ordering System
You can save the new lay-out of the screens by
selecting the option “Save settings at exit” or “Save
settings now” from the Window pulldown menu.
Refer to section 7 “PULLDOWN MENUS” on
page 15.
*(77,1*67$57('
When you have more than one screen open you can
change the focus from one screen to another by simply
clicking your mouse on the screen you want to work
on. The active screen will be shown on top, unless the
screens are linked together like the Spare Part Orders
and Spare Part Order Rows screens.
If a scroll bar is displayed on the screen you can scroll
the screen side-to-side (or up and down) to view the
part of the screen that you are interested in. To do this,
position the mouse pointer somewhere on the scroll
bar and then drag the bar forwards and backwards (or
upwards and downwards).
How to use the PlanWeb Online Ordering System
63$5(3$5725'(56
63$5(3$5725'(56
NOTE
In the PlanWeb Spare Part Online Ordering System,
each order consists of two sections: general order
information and the actual order rows. Both sections
have their own screens: “Spare Part Orders”
(general order information) and “Spare Part Order
Rows”, and the two screens are always linked
together.
To place a new order, or to review an existing order,
start by double-clicking the Spare Part Orders icon on
the PlanWeb Main Page.
3ODFLQJDQRUGHU
The Spare Part Orders screen appears on top of the
Main Page. Use this screen to enter a new order into
the system and to fill in general order information.
Proceed as follows (steps 1-4):
4) CLICK ON UPDATE.
1) CLICK ON NEW.
A black row appears on the screen.
2) FILL IN YOUR ORDER NUMBER
IN THE CUST.ORDER FIELD.
3) FILL IN YOUR REFERENCE
CODE IN THE CUSTOMER REF.
FIELD (IF NEEDED).
When you click the Update button (step 4) the Order
Number field will be completed automatically.
To clear the information you have filled in during steps
1-3, click the Undo button.
How to use the PlanWeb Online Ordering System
63$5(3$5725'(56
To clear information after you have clicked the Update
button (step 4), select the row that you want to cancel
and then press the Delete key on your keyboard.
You can now start feeding in order rows for your
order. To do this, click the Order Rows button on the
Spare Part Orders screen (step 5).
5) CLICK ON ORDER ROWS.
The Spare Part Order Rows screen appears on top of
the Spare Part Orders screen. To feed in order rows
for the order that is currently activated (shown darker)
on the Spare Part Orders screen, proceed as follows
(steps 6-9):
NOTE
The “Spare Part Orders” and “Spare Part Order
Rows” screens are linked together. If more than one
order is displayed on the “Spare Part Orders” screen,
always make sure that you have selected the right
order before you start feeding in any order rows.
6) CLICK ON NEW.
9) CLICK ON UPDATE.
7)
SPECIFY
8) ORDER
QUANTITY.
The first order row appears on the screen.
ENTER THE ITEM ID DIRECTLY IN THE “ITEM ID” FIELD.
IF YOU DO NOT KNOW THE ITEM ID, SEARCH FOR IT AS FOLLOWS:
RIGHT-CLICK IN THE “ITEM ID” FIELD AND THEN
CLICK THE “SELECTION DIALOG” BUTTON THAT APPEARS.
IN THE “SELECT ITEM” WINDOW THAT APPEARS, USE THE
PERCENT (%) SIGN TO SEARCH FOR AN ITEM ID, PRODUCT
GROUP OR DESCRIPTION, THEN CLICK “FIND”.
SELECT THE ITEM AND CLICK “OK”.
How to use the PlanWeb Online Ordering System
63$5(3$5725'(56
Using search criteria in the Select Item window will
narrow your search to a particular Item ID, Product
Group or Description. For example, to search for Item
00002044, you can type in “000020%”, “%2044” or
“%204%, i.e. any combination is allowed. Searches
can be numeric (for example %204%) or alphabetic
(for example %cover%) and they can be performed in
any of the three columns displayed in the window.
Click the Find button to perform the search according
to the criteria you have typed in. Select the required
item and click OK.
Repeat the procedure (steps 6-9) to feed in your next
order row(s). Note, however, that when you now click
the New button the information in the currently
selected row is used as basis for a new row. Select the
product you want to order as described above.
The total order sum will be recalculated each time you
add a new order row.
For certain products you will be requested to fill in
additional information before the system will accept
your order row. For example, you might have to
specify the product color. Fill in the required
information in the Info field.
Note that you can use the Info field at all times for any
product information you wish to add to your order
row.
Some products may include text or document windows
that give you additional information or, in some cases,
further instructions. This is indicated by a small t (for
text) or d (for document) in the row. To open a text or
document window on the Spare Part Order Rows
screen, select the row and then choose the option Texts
and Documents from the Tools pulldown menu. A
window showing a list of all the texts and documents
attached to this row will appear. Click the hyperlink (a
link to open another window) to view the information.
When you click the Update button (step 9) all other
data in the order row will be completed for you automatically.
To clear the information filled in during steps 6-8,
click the Undo button.
How to use the PlanWeb Online Ordering System
63$5(3$5725'(56
To cancel an order row after you have clicked the
Update button (step 9), select the order row that you
want to cancel and then click the Delete button on the
Spare Part Order Rows screen.
Once your order is complete, you can either close the
Spare Part Order Rows screen (click your mouse on
the small x button in the top right corner) or leave it
open.
If needed, you can print a copy of the order for your
own records. To do this, select the option Print Order
from the Tools pulldown menu on the Spare Part
Orders screen. You can now view your order on one
page - check that it is correct and complete. To print
the order, click the small printer icon at the bottom of
the page.
NOTE
10) CLICK ON CONFIRM ORDER.
NOTE
11) CLICK OK.
The information displayed in the top section of the
order form is filled in automatically by the PlanWeb
system according to your customer data. You can
view this data by selecting the option “Customer
Information” from the Show pulldown menu. The
customer data can be changed by Planmeca only.
Finally, send your order to Planmeca by first clicking
the Confirm Order button on the Spare Part Orders
screen (step 10) and then clicking the OK button in the
Order Confirmation window that appears (step 11).
The Order Confirmation window shows a summary of
your order.
The system cannot confirm your order if you have
not filled in all required fields. Instead you will be
shown a list of the missing information. Fill in the
missing fields and then confirm your order as
described above.
You have now sent off your order and you cannot
change or delete it any more. The status of your order
will now change from Input to In Process. At this
stage your order can be changed by Planmeca only.
When your order has gone through the handling
process and left our factory its status will change from
In Process to Delivered. At this stage you can follow
your order using the UPS tracking service function
(see section 5 “UPS TRACKING SERVICE” on
page 13).
How to use the PlanWeb Online Ordering System
63$5(3$5725'(56
5HYLHZLQJDQRUGHU
In addition to placing new orders into the system, the
Spare Part Orders and Spare Part Order Rows screens
enable you to review your orders and follow their
status whenever needed.
Depending on the selected option in the Show
pulldown menu (Open or All), the system will search
for your open orders (orders that have not yet been
delivered) or all orders (undelivered and delivered
orders).
Using search criteria on the Spare Part Orders screen
will narrow your search to a particular order number or
date, for example. First click your mouse in the
appropriate field at the top of the screen and then enter
your search criteria using the percent (%) sign. For
example, to search for your order number V000342,
you can type in “V0003%”, “%0342” or “%034%, i.e.
any combination is allowed. Searches can be numeric
(for example %034%) or alphabetic (for example
%MRH%), and they can be performed in any of the
columns displayed on the screen.
Click the Find button to perform the search according
to the criteria you have typed in.
Alternatively, you can enter your search criteria using
the inverted search function. The inverted search will
display all information that does NOT contain the
specified number(s) or character(s). To perform an
inverted search, right-click in the appropriate field at
the top of the screen, click the Inverted restriction
button that appears and then enter the number(s) or
character(s) that you want to exclude in your search.
Click the Find button to perform the search according
to the criteria you have typed in.
NOTE
Several columns can contain search criteria for one
search, and the two search methods can be combined
(percent search in one field and inverted search in
another field).
Orders with status Input can be changed or deleted (see
section 3.1 “Placing an order” on page 5).
Orders with status In Process or Delivered can not be
modified. Orders with status In Process are currently
in the handling process. Orders with status Delivered
have left our company, and you can follow them using
the UPS Tracking Service function (see section 5
“UPS TRACKING SERVICE” on page 13).
How to use the PlanWeb Online Ordering System
63$5(3$5725'(56
To view the order rows that belong to an order, first
select the order on the Spare Part Orders screen and
then click the Order Rows button.
The Spare Part Order Rows screen appears on top of
the Spare Part Orders screen. The Spare Part Orders
and Spare Part Order Rows screens are linked
together: selecting another order on the Spare Part
Orders screen will show the order rows for that order.
Some orders or order rows may include text or
document windows that give you additional
information or, in some cases, further instructions.
This is indicated by a small t (for text) or d (for
document) in the row. To open a text or document
window on the Spare Part Orders screen, select the
row and then click the Texts and Documents button.
To open a text or document window on the Spare Part
Order Rows screen, select the row and then choose the
option Texts and Documents from the Tools pulldown
menu. A window showing a list of all the texts and
documents attached to this row will appear. Click the
hyperlink (a link to open another window) to view the
information.
How to use the PlanWeb Online Ordering System
25'(552:%52:6(5
25'(552:%52:6(5
Once you have placed orders into the system, you can
review your order rows and follow their status using
the Order Row Browser function.
Start by double-clicking the Order Row Browser icon
on the PlanWeb Main Page.
The Order Row Browser screen appears on top of the
Main Page. This screen allows you to browse through
your order rows and check their status.
Depending on the selected option in the Show
pulldown menu (Open or All), the system will search
for your open order rows (order rows that have not yet
been delivered) or all order rows (undelivered and
delivered rows).
Use search criteria to narrow your search to a
particular order number or product. First click your
mouse in the appropriate field at the top of the screen
and then enter your search criteria using the percent
(%) sign. For example, to search for your order
number F22334, you can type in “F2233%”, “%2334”
or “%23%, i.e. any combination is allowed. Searches
can be numeric (for example %23%) or alphabetic (for
example %MRH%), and they can be performed in any
of the columns displayed on the screen.
Click the Find button to perform the search according
to the criteria you have typed in.
Alternatively, you can enter your search criteria using
the inverted search function. The inverted search will
display all information that does NOT contain the
specified number(s) or character(s). To perform an
inverted search, right-click in the appropriate field at
the top of the screen, click the Inverted restriction
button that appears and then enter the number(s) or
character(s) that you want to exclude in your search.
Click the Find button to perform the search according
to the criteria you have typed in.
NOTE
How to use the PlanWeb Online Ordering System
Several columns can contain search criteria for one
search, and the two search methods can be combined
(percent search in one field and inverted search in
another field).
25'(552:%52:6(5
Some order rows may include text or document
windows that give you additional information or, in
some cases, further instructions. This is indicated by a
small t (for text) or d (for document) in the row. To
open a text or document window on the Order Row
Browser screen, select the row and then choose the
option Texts and Documents from the Tools pulldown
menu. A window showing a list of all the texts and
documents attached to this row will appear. Click the
hyperlink (a link to open another window) to view the
information.
Order rows with status Input can be changed or
deleted. Use the Spare Part Orders and Spare Part
Order Rows screens to modify an order row (see
section 3.1 “Placing an order” on page 5).
Order rows with status In Process or Delivered can not
be modified. Order rows with status In Process are
currently in the handling process. Order rows with
status Delivered have left our company, and you can
follow them using the UPS Tracking Service function
(see section 5 “UPS TRACKING SERVICE” on
page 13).
How to use the PlanWeb Online Ordering System
83675$&.,1*6(59,&(
83675$&.,1*6(59,&(
You can use the UPS Tracking Service function to
track orders that have left our company (status
Delivered). Orders and order rows with status
Delivered will be shown on the screens only if you
have selected the option All (instead of Open) in the
Show pulldown menu.
The UPS Tracking Service function is available on the
Order Row Browser Screen (UPS Tracking button)
and on the Spare Part Orders screen (Tools pulldown
menu>UPS Tracking Service).
To find the order or order row you wish to track, use
search criteria as described in sections 3 “SPARE
PART ORDERS” on page 5 and 4 “ORDER ROW
BROWSER” on page 11.
Select the order or order row you wish to track and
click on UPS Tracking Service.
You will be linked to the tracking service site provided
by the package carrier UPS. The UPS Tracking
Service window will display all UPS shipments that
match the number of the selected order. Note that
Planmeca shipments carry the prefix “PM” before the
order number (for example PM000342) to distinguish
them from shipments with the same numbers from
other companies.
NOTE
How to use the PlanWeb Online Ordering System
The UPS Tracking Service function will find your
shipment only if all required information is available.
63$5(3$5735,&(/,676
63$5(3$5735,&(/,676
The Spare Parts function allows you to browse
through our Spare Part Price Lists and, depending on
your user rights, check our stock availability.
Start by double-clicking the Spare Parts icon on the
PlanWeb Main Page.
The Spare Parts screen appears on top of the Main
Page.
Use search criteria to find a particular product or
product group. First click your mouse in the
appropriate field at the top of the screen and then enter
your search criteria using the percent (%) sign. For
example, to search for Item “00001192”, you can type
in “000011%”, “%1192” or “%119%, i.e. any
combination is allowed. Searches can be numeric (for
example %119%) or alphabetic (for example
%cover%) and they can be performed in any of the
columns displayed on the screen.
Alternatively, you can enter your search criteria using
the inverted search function. The inverted search will
display all information that does NOT contain the
specified number(s) or character(s). To perform an
inverted search, right-click in the appropriate field at
the top of the screen, click the Inverted restriction
button that appears and then enter the number(s) or
character(s) that you want to exclude.
Click the Find button to perform the search according
to the criteria you have typed in.
NOTE
Several columns can contain search criteria for one
search, and the two search methods can be combined
(percent search in one field and inverted search in
another field).
Some products may include text or document windows
that give you additional information. This is indicated
by a small t (for text) or d (for document) in the row.
To open a text or document window on the Spare
Parts screen, select the row and then choose the option
Texts and Documents from the Tools pulldown menu.
A window showing a list of all the texts and
documents attached to this row will appear. Click the
hyperlink (a link to open another window) to view the
information.
How to use the PlanWeb Online Ordering System
38//'2:10(186
38//'2:10(186
Pulldown menu
Button
In addition to buttons, each screen has a number of
pulldown menus at the top. The buttons represent the
key functions of the screen. The pulldown menus can
be used to perform additional functions that will not
necessarily be needed each time the screen is used.
The pulldown menus vary slightly depending on the
function of the screen.
When you click on a pulldown menu a panel of options
appears.
A small black dot or tick in front of a menu item
indicates that that option is currently selected. To
deselect an option, click it with your mouse or, if
available, select another option.
Options that are currently not available are shown grey
(instead of black).
)RUPSXOOGRZQPHQX
Save the data displayed on the screen
(NOTE: “xml” means here that data will be saved
in xml format; it does not mean orders in xml format.)
Print the data displayed on the screen
Close the screen
(GLWSXOOGRZQPHQX
Copy the rows you have selected
Copy all rows displayed on the screen
Select all rows displayed on the screen
Copy the top section of the screen
Clear search criteria
How to use the PlanWeb Online Ordering System
38//'2:10(186
7RROVSXOOGRZQPHQX
The Tools pulldown menu varies slightly depending on the function of the screen.
This menu is from the Spare Part Orders screen.
Same as the Texts and Documents button
Same as the Confirm Order button
Print the order for your own records
Track shipments
6RUWSXOOGRZQPHQX
The Sort pulldown menu varies slightly depending on the function of the screen.
The selected option is indicated by a small dot. This menu is from the Spare Part Orders screen.
Sort rows by Order ID
Sort rows by Order Date (ascending - oldest first)
Sort rows by Order Date (descending - newest first)
6KRZSXOOGRZQPHQX
The Show pulldown menu varies slightly depending on the function of the screen.
The selected option is indicated by a small dot. This menu is from the Spare Part Orders screen.
Show open orders (undelivered orders)
Show all orders (undelivered or delivered)
Show Spare Part orders
Show customer data (delivery/invoicing address,
delivery/payment terms etc.)
How to use the PlanWeb Online Ordering System
38//'2:10(186
:LQGRZSXOOGRZQPHQX
The Window pulldown menu varies slightly depending on the function of the screen.
This menu is from the Spare Part Orders screen.
Same as the Order Rows button
Same as the Customer Feedback icon on the Main Page
Save the screen lay-out at exit
Save the screen lay-out immediately
Restore the original screen lay-out
+HOSSXOOGRZQPHQX
Open Help page for the active screen
Show general information about PlanWeb
Open PlanWeb Help pages
How to use the PlanWeb Online Ordering System
Head Office Planmeca Oy
Asentajankatu 6
00880 Helsinki
Finland
Tel. +358 9 759 05500
Fax + 358-9-759 05 555
www.planmeca.com
e-mail: [email protected]
Planmeca Germany
Hindenburgstr. 158
D-22297 Hamburg
Tel. +49 40 513 20633
Planmeca Denmark
Egedal 1 C
2690 Karlslunde
Tel. +45 46 155 251
Planmeca Middle East
Al-Moosa Tower II,
Sheikh Zayed Road
P.O. Box 28826
Dubai
UAE
Tel. + 971 4 3327 668
Planmeca Italy
Via Santa Rita da Cascia, 33
20143 Milano
Tel. +39 02 891 22868
Planmeca USA
1250 Greenbriar, Suite A
Addison, IL 60101
Tel. +1 630 953 2368
Group
Head Office Plandent Oyj
Asentajankatu 6
00880 Helsinki
Finland
Tel. +358 9 759 05200
Davis Healthcare Services, U.K.
Summit House
Summit Road
Potters Bar
Hertfordshire EN6 3EE.
Tel. +44 1707 646 433
Plandent Sweden
P.O. Box 134
12723 Skärholmen
Tel. +46 8 979 730
AS Norsk Dental Depot, Norway
Østensjøveien 40
N-0667 Oslo
Tel. +47 2207 2727
Plandent Estonia
Toompuiestee 4
EE 0001 Tallinn
Tel. +372 6 311 307
Plandent Lithuania
Gedimino g. 15
3000 Kaunas
Tel. +370 7 323 227
Plandent/Protecta SIA, Latvia
Brivibas Street 40, Suite 41
LV-1050 Riga
Tel. +371 7 283 321