TCI Customer Web Site F.A.Q.

Instructions included for:

¡P Customer Login

¡P Your PO Inquiry

¡P Quotes and Orders Entry

- Entering Quotes

o Non Bulk Quotes

o Bulk Quotes

- Confirming Quotes

¡P Request Mill Test Report

¡P Personal Profile

¡P Change Your Password

¡P Printing Certificates

CUSTOMER LOGIN

¡P Enter your company ID and passwords in the fields provided.

- If you are not already set up as an internet customer, please contact one of our friendly sales staff and they will gladly assist you in creating your internet account.

¡P Hit the ¡§Login¡¨ button.

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YOUR PO INQUIRY

¡P Go to ¡§Your PO Inquiry¡¨.

¡P Select the appropriate date range.

¡P If there is more than one branch of your company, and you would like to view the information for ALL customer numbers within your group, check the ¡§Show Group¡¦s PO¡¨ option.

¡P Hit ¡§GO¡¨.

¡P The information displayed on the screen will show all shipped and pending order information for your account between the dates specified.

¡P Left-click on the sales order number to see the sales order details.

¡P Click on ¡§Close¡¨ to go back to the previous screen.

¡P Click on ¡§SO Status¡¨ to see the current status of the sales order.

¡P Click on ¡§E-Mail¡¨ to E-Mail a copy of the sales order information.

¡P If you click on ¡§SO Status¡¨, the system will show any packing, ready, shipped, and order status information.

¡P Hit the ¡§Close¡¨ button to go back to the sales order details.

¡P If you click on ¡§E-Mail¡¨, a new window will be displayed.

¡P Change the E-Mail address, if need be.

¡P Enter any comments in the field provided.

¡P Hit the ¡§Mail¡¨ button.

¡P The system will state the E-Mail has been sent successfully.

¡P Hit ¡§OK¡¨.

¡P Hit the ¡§Close¡¨ button to return to the previous page (see the next page for an example of the E-Mail that is sent).

¡P E-Mail example

¡P Left-click on the status to see the current status of the sales order.

¡P Hit the ¡§Close¡¨ button to go back to the previous screen.

¡P Left-click on invoice number to see the invoice details.

¡P Hit the ¡§MTR¡¨ button to receive print copies of the corresponding mill test reports.

¡P Hit the ¡§Print¡¨ button to print a copy of the invoice information.

¡P Hit the ¡§Close¡¨ button to return to the previous screen.

¡P If you click on the ¡§MTR¡¨ button, a new window will be displayed.

¡P Change the ¡§MTR by¡¨ option to TCI INVOICE NO.

¡P Enter the invoice number in the field provided.

¡P Hit ¡§GO¡¨.

¡P The item information will display on the screen.

¡P Any line with a check mark in the first column will print the mill test report.

¡P Choose to print the MTR with or without a frame (see further instructions in the section labeled ¡§REQUEST MILL TEST REPORT¡¨).

¡P If you click on the ¡§Print¡¨ button, the system will display a new window.

¡P Choose the appropriate printer from the list provided.

¡P Hit the ¡§Print¡¨ button.

¡P Left-click on any tracking numbers to be brought to the carrier¡¦s web site to receive the current shipping/delivery information.

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QUOTES AND ORDERS ENTRY ¡V ENTERING NON BULK QUOTES

¡P To enter a new quote, go to ¡§Quotes and Orders Entry¡¨.

¡P Choose ¡§New Quote¡¨.

¡P Select the item category from the list provided.

¡P The system will then display the necessary item specifications to select.

- To see all specifications, choose ¡§Show All¡¨.

- To see more than one specification, highlight the first selection, then while holding the ¡§Ctrl¡¨ button, highlight the additional specifications.

¡P The system will default to show your primary warehouse as the shipping warehouse, so change if need be.

¡P The system is defaulted to show stock based on best price and availability, so change if need be.

¡P After all information has been selected, hit the ¡§Start to Search¡¨ button.

¡P On the list of matched items, enter the quote quantity in the fields provided (only for those items you want on the quote/order).

- If you enter a piece count, the system will calculate an estimate order quantity

¡P After all quote quantities have been entered, hit the ¡§Shopping Truck¡¨ button.

¡P If the full amount of requested material is in stock, the system will state ¡§In Stock¡¨ as the availability.

¡P The system will also calculate a price based on your pricing policy.

¡P Make any changes to the piece count and/or quantity.

¡P Enter any comment pertaining to the line item in the field provided.

¡P If the full amount of requested material is out of stock, but a substitute item is available, the system will state the substitute information.

- Since the material is out of stock, the system will not calculate a selling price

¡P Click on ¡§In Stock¡¨ to change to the substitute item.

¡P The system will automatically state the quote quantity in the original warehouse.

¡P To change the warehouse, remove the quantity from the original warehouse, then enter the quantity in a new warehouse.

¡P To save the information, hit ¡§OK¡¨.

- To go back and not make any changes, hit ¡§Cancel¡¨.

¡P If you choose ¡§OK¡¨, the system will ask if you are sure you want to make the changes to this quote.

- Choose ¡§OK¡¨ to make the changes

- Choose ¡§Cancel¡¨ to go back

¡P If you choose ¡§OK¡¨ to make the changes, the system will state the quote data has been saved.

¡P Hit ¡§OK¡¨.

¡P The system will then change the item code, state the availability, and calculate a selling price.

¡P Enter any comment pertaining to the line item in the field provided.

¡P If the full amount of requested material is not in stock in the requested warehouse, the system will state ¡§Out of stock¡¨ as the availability.

- Since the material is out of stock, the system will not calculate a selling price

¡P If material is available in other warehouses, the system will state the total alternative warehouse available amount.

¡P If material is on water, the system will state the total on warehouse amount.

¡P Click on ¡§Out of Stock¡¨ to change to an alternative warehouse.

¡P The system will automatically state the quote quantity in the original warehouse.

¡P To change the warehouse, remove the quantity from the original warehouse, then enter the quantity in a new warehouse.

¡P To save the information, hit ¡§OK¡¨.

- To go back and not make any changes, hit ¡§Cancel¡¨.

¡P If you choose ¡§OK¡¨, the system will ask if you are sure you want to make the changes to this quote.

- Choose ¡§OK¡¨ to make the changes

- Choose ¡§Cancel¡¨ to go back

¡P If you choose ¡§OK¡¨ to make the changes, the system will state the quote data has been saved.

¡P Hit ¡§OK¡¨.

¡P The system will then change the warehouse, state the availability, and calculate a selling price.

¡P Enter any comment pertaining to the line item in the field provided.

¡P If the full amount of material is completely out of stock in all warehouses, the system will state ¡§Out of stock¡¨ as the availability.

- The total alternative warehouse amount will be 0 pounds

- The total on warehouse amount will be 0 pounds

¡P Because the item is out of stock, the system will not calculate a selling price.

¡P If you would like to delete an item from a quote, place a check mark in the ¡§Del¡¨ field.

¡P When you choose ¡§Save Quote¡¨ or ¡§Send Order¡¨, the system will automatically remove the selected line item.

¡P After all item information has been selected/entered, you can choose to save the quote or send the order.

¡P To save the information as a quote only, choose ¡§Save Quote¡¨.

¡P The system will then show you an overview of the quote (please note the expiration date).

¡P If you choose ¡§Quote List¡¨, the system will take you back to the list of quotes.

¡P If you choose ¡§New Quote¡¨, the system will take you to the item selection screen in order to create a new quote.

¡P If you choose ¡§Add Items¡¨, the system will take you to the item selection screen in order to add more items.

¡P If you choose ¡§Modify¡¨, the system will take you back to the Shopping Truck in order to make changes to the current item information.

¡P If you choose ¡§Confirm¡¨, the system will take you to the confirmation page.

¡P If you choose ¡§E-Mail Quote¡¨, the system will pop up a new screen which will allow you to E-Mail the information as an Excel file.

¡P You can also click on the account manager¡¦s E-Mail address to open a new E-Mail.

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QUOTES AND ORDERS ENTRY ¡V ENTERING BULK QUOTES

¡P To enter a new quote, go to ¡§Quotes and Orders Entry¡¨.

¡P Choose ¡§New Quote¡¨.

¡P Select ¡§Quote with Full Bundle Discount¡¨.

¡P Select the item category from the list provided.

¡P The system will then display the necessary item specifications to select.

- To see all specifications, choose ¡§Show All¡¨.

- To see more than one specification, highlight the first selection, then while holding the ¡§Ctrl¡¨ button, highlight the additional specifications.

¡P The system will default to show your primary warehouse as the shipping warehouse, so change if need be.

¡P The system is defaulted to show stock based on best price and availability, so change if need be.

¡P After all information has been selected, hit the ¡§Start to Search¡¨ button.

¡P Enter the unit of bulk quantity (multiple) in the field provided.

- The system will automatically calculate the quote quantity

¡P After all quantities have been entered, hit the ¡§Shopping Truck¡¨ button.

¡P If the full amount of requested material is in stock, the system will state ¡§In Stock¡¨ as the availability.

¡P The system will also calculate a price based on your pricing policy.

¡P Make any changes to the unit of bulk quantity.

¡P Enter any comment pertaining to the line item in the field provided.

¡P If the full amount of requested material is out of stock, but a substitute item is available, the system will state the substitute information.

- Since the material is out of stock, the system will not calculate a selling price

¡P Click on ¡§In Stock¡¨ to change to the substitute item.

¡P The system will automatically state the quote quantity in the original warehouse.

¡P To change the item, enter the unit of bulk quantity in the field provided.

- The system will automatically calculate the quote quantity.

¡P To save the information, hit ¡§OK¡¨.

- To go back and not make any changes, hit ¡§Cancel¡¨.

¡P If you choose ¡§OK¡¨, the system will ask if you are sure you want to make the changes to this quote.

- Choose ¡§OK¡¨ to make the changes

- Choose ¡§Cancel¡¨ to go back

¡P If you choose ¡§OK¡¨ to make the changes, the system will state the quote data has been saved.

¡P Hit ¡§OK¡¨.

¡P The system will then change the item code, state the availability, and calculate a selling price.

¡P Enter any comment pertaining to the line item in the field provided.

¡P If the full amount of requested material is not in stock in the requested warehouse, the system will state ¡§Out of stock¡¨ as the availability.

- Since the material is out of stock, the system will not calculate a selling price

¡P Click on ¡§Out of Stock¡¨ to see if the material is available in an alternative warehouse.

¡P To change to an alternative warehouse, enter the bulk quantity in the field provided.

- The system will automatically calculate the quote quantity.

¡P To save the information, hit ¡§OK¡¨.

- To go back and not make any changes, hit ¡§Cancel¡¨

¡P If you choose ¡§OK¡¨, the system will ask if you are sure you want to make the changes to this quote.

- Choose ¡§OK¡¨ to make the changes

- Choose ¡§Cancel¡¨ to go back

¡P If you choose ¡§OK¡¨ to make the changes, the system will state the quote data has been saved.

¡P Hit ¡§OK¡¨.

¡P The system will then change the warehouse, state the availability, and calculate a selling price.

¡P Enter any comment pertaining to the line item in the field provided.

¡P If you would like to delete an item from a quote, place a check mark in the ¡§Del¡¨ field.

¡P When you choose ¡§Save Quote¡¨ or ¡§Send Order¡¨, the system will automatically remove the selected line item.

¡P After all item information has been selected/entered, you can choose to save the quote or send the order.

¡P To save the information as a quote only, choose ¡§Save Quote¡¨.

¡P The system will then show you an overview of the quote (please note the expiration date).

¡P If you choose ¡§Quote List¡¨, the system will take you back to the list of quotes.

¡P If you choose ¡§New Quote¡¨, the system will take you to the item selection screen in order to create a new quote.

¡P If you choose ¡§Add Items¡¨, the system will take you to the item selection screen in order to add more items.

¡P If you choose ¡§Modify¡¨, the system will take you back to the Shopping Truck in order to make changes to the current item information.

¡P If you choose ¡§Confirm¡¨, the system will take you to the confirmation page.

¡P If you choose ¡§E-Mail Quote¡¨, the system will pop up a new screen which will allow you to E-Mail the information as an Excel file.

¡P You can also click on the account manager¡¦s E-Mail address to open a new E-Mail.

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CONFIRMING QUOTES

¡P If you choose ¡§Send Order¡¨ (to confirm the quote) and your account is blocked, the system will state a warning that your order may be held.

- If you choose ¡§OK¡¨, the system will take you to the confirmation page

- If you choose ¡§Cancel¡¨, the system will take you back to the quote list

¡P To confirm the quote, choose ¡§Confirm¡¨.

¡P Enter the following information in the fields provided:

- Choose the requested SHIPPING date from the calendar

¡± If you choose the current date, the system will ask if you are sure you want the material to ship today

- Purchase order number

- Tag number (if applicable)

- Choose the ship via from the drop list provided

- If a trucking company is not automatically stated, choose the trucking company from the drop list provided

- Choose the FOB from the drop list provided

- If the material is shipping via any method of UPS and the FOB is ¡§Collect¡¨ or ¡§3rd Party¡¨, enter the UPS account number in the field provided

¡P The system is set up to display the default shipping address.

- If the material is shipping to another address on file, choose the shipping address from the drop list provided.

- If the material is shipping to an address that is not on file, choose ¡§DROP SHIP¡¨ as the ship to information, and manually enter the address information

¡P After all information has been entered, hit the ¡§Send Order¡¨ button.

- If any important information is missing, the system will state a warning and will not allow you to send the order

¡P The system will then display a copy of the Terms and Conditions of Sale.

- Please hit ¡§Agree¡¨ to agree to the terms and conditions, and continue confirming the quote

- If you choose ¡§Disagree¡¨, the system will not confirm the quote and will take you back to the quote list

¡P If you choose to ¡§Agree¡¨ to the terms and conditions, the system will then state your order is in process, and that an acknowledgement E-Mail will be sent (see next page for an example).

¡P Confirmation E-Mail example.

¡P Once the web order confirmation has been turned into a sales order, the system will send another E-Mail advising the sales order information (see next screen for an example).

¡P TCI Sales Order E-Mail example.

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REQUEST MILL TEST REPORT

¡P To get mill test reports, go to ¡§Request Mill Test Report¡¨.

¡P Select how you want to gather the mill test report information.

¡P Enter the specific information in the field provided.

¡P Hit ¡§GO¡¨.

¡P The system will state the MTR information.

¡P Any item with a check mark in the first column will print the mill test report.

¡P Choose how you want to print the information:

- Print MTR

- Print MTR (No Frame)

¡P If you choose ¡§Print MTR¡¨, the system will open a new window.

¡P To print the information, choose ¡§Print¡¨.

¡P Select the printer from the list provided.

¡P Hit the ¡§Print¡¨ button.

¡P The system will state to not close the window until the current printing job is finished.

¡P Hit ¡§OK¡¨.

¡P Hit the ¡§Close¡¨ button once the mill test reports have printed.

¡P To E-Mail the mill test reports, hit the ¡§Mail¡¨ button.

¡P A new window will pop up.

¡P Change the recipient and/or E-Mail address, if need be.

¡P Enter any comments in the field provided.

¡P Hit the ¡§Mail¡¨ button.

¡P The system will state the mill test report has been mailed successfully.

¡P Hit the ¡§OK¡¨ button (see next page for an example of the E-Mail).

¡P E-Mail example

¡P If you choose ¡§Print MTR (No Frame)¡¨, the system will open a new window.

¡P To print the information, choose ¡§Print¡¨.

¡P Select the printer from the list provided.

¡P Hit the ¡§Print¡¨ button.

¡P The system will state to not close the window until the current printing job is finished.

¡P Hit ¡§OK¡¨.

¡P Hit the ¡§Close¡¨ button once the mill test reports have printed.

¡P To E-Mail the mill test reports, hit the ¡§Mail¡¨ button.

¡P A new window will pop up.

¡P Change the recipient and/or E-Mail address, if need be.

¡P Enter any comments in the field provided.

¡P Hit the ¡§Mail¡¨ button.

¡P The system will state the mill test report has been mailed successfully.

¡P Hit the ¡§OK¡¨ button (see next screen for an example of the E-Mail).

¡P E-Mail example

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PERSONAL PROFILE

• To change information in your on line account, go to ¡§Personal Profile¡¨.

• To view and/or make changes to an on line account, right-click on the user name.

• View the information and/or make any changes to the on line account information.
• If only VIEWING the information, hit the ¡§Cancel¡¨ button to return to the previous page.
• If changes have been made to the profile, hit the ¡§Save¡¨ button.

• The system will ask if you want to send out an E-Mail to this user regarding the change.

- Choose ¡§OK¡¨ to send an E-Mail to the user

- Choose ¡§Cancel¡¨ to not send an E-Mail to the user

• The system will then state the user¡¦s profile has been saved successfully.
• Hit ¡§OK¡¨.

• Hit the ¡§Customer Service¡¨ link to be brought back to the main customer page of the TCI web site.

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CHANGE YOUR PASSWORD

• To quickly change your on line account password, choose ¡§Change Your Password¡¨.
• The system will then state a link to change your password has been sent to your E-Mail.
• Hit ¡§OK¡¨.

• Open the E-Mail and click on the link provided.

• The system will open a new web page.
• Enter your current password in the field provided.
• Enter your new password in the field provided.
• Re-enter your new password in the field provided.
• Choose ¡§OK¡¨ to change your password information.

- Choose ¡§Reset¡¨ to cancel the changes

• If you hit ¡§OK¡¨ to change your password, the system will state your password has been changed successfully.
• Hit ¡§OK¡¨.

• The system will then take you to the TCI Home page, where you will be prompted to enter your company ID and NEW password to log into the web site.

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PRINTING CERTIFICATES

• To view/print certificates, on the HOME page of the TCI web site, click the link in the top right-hand corner of the screen.

¡P The system will open a new window.

¡P To print the information, choose ¡§Print¡¨.

¡P Select the printer from the list provided.

¡P Hit the ¡§Print¡¨ button.

¡P The system will state to not close the window until the current printing job is finished.

¡P Hit ¡§OK¡¨.

¡P Hit the ¡§Close¡¨ button once the mill test reports have printed.

¡P To E-Mail the mill test reports, hit the ¡§Mail¡¨ button.

¡P A new window will pop up.

¡P Change the recipient E-Mail address, if need be.

¡P Enter any comments in the field provided.

¡P Hit the ¡§Mail¡¨ button.

¡P The system will state the certificate has been mailed successfully.

¡P Hit the ¡§OK¡¨ button (see next page for an example of the E-Mail).

¡P E-Mail example with the certificates as a .pdf attachment

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