Automation Group Channel Partners -...

User’s Guide for Advantech’s

Automation Group Channel Partners

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MyAdvantech User’s Guide for Channel Partners Last Update: 09/20/2012

Table of Contents

What is MyAdvantech……………………………………………………………………………………….. 3

How to Access MyAdvantech………………………………………………………………………………. 4

Logging-in to MyAdvantech……………………………………………………………………………….... 5

MyAdvantech Password Help………………………………………………………………………………. 6-7

MyAdvantech Channel Partner Feature Overview……………………………………………………….. 8

Online Ordering

Place Component Order Feature Detail………………………………………………………………....... 9-10

System Configurator/Order Feature Detail……………………………………………………………….. 11-23

Upload Order Feature Detail……………………………………………………………………………….. 24

Check Price & Availability Feature Detail…………………………………………………………………. 25-28

Order Tracking Feature Detail……………………………………………………………………………… 29-38

Cart & Configuration History Feature Detail………………………………………………………………. 39-40

Product Info

Search Feature Detail………………………………………………………………...……………………... 41-43

Product Phase-in/Out Feature Detail………………………………………………………………........... 44-46

New Product Highlight Feature Detail……………………………………………………………….......... 47

Warranty Lookup Feature Detail……………………………………………………………….................. 47

Support & Download

Resource Library Feature Detail……………………………………………………………….................. 48-49

Return, Repair, Warranty Feature Detail………………………………………………………………...... 50-52

Download Price List Feature Detail………………………………………………………………............. 52

Order Literature Feature Detail………………………………………………………………................... 53-54

Terms & Conditions Feature Detail………………………………………………………………............. 55

Monthly Channel Training Feature Detail……………………………………………………………….... 56

Functional Tools

Project Registration Feature Detail………………………………………………………………............. 57-61

My Registered Projects Feature Detail………………………………………………………………........ 62

Customizable eMarketing Feature Detail………………………………………………………………..... 63

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What is MyAdvantech

MyAdvantech is a personalized information portal for Advantech’s customers & employees. The landing

page displayed depends on the contacts profile within Advantech’s CRM system. Currently Advantech

supports 6 different landing pages/home pages for the MyAdvantech portal in N. America.

Advantech Automation Group Channel Partner Landing Page

Advantech Embedded Group Channel Partner Landing Page

Advantech Automation Group Key Account Landing Page

Advantech Embedded Group Channel Partner Landing Page

Advantech General Account Landing Page

Advantech Employee Landing Page

All Advantech Automation channel partners should see the Automation Group Channel Partner Landing

Page shown below. The MyAdvantech homepage dedicated to our channel partners puts the things that

matter the most to our channel partners on one page. This portal is not only a personalized website that

delivers real-time information and user-targeted content, but it is also your business window into

Advantech.

Note: MyAdvantech has replaced Advantech’s Partner Zone portal.

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How to Access MyAdvantech

Note: You will need a user name and password to access MyAdvantech.

The new MyAdvantech channel partner portal is available to all Advantech accounts classified as

Channel Partner’s in Advantech’s CRM system.

You can access MyAdvantech via the following methods:

1. Direct link: http://my.advantech.com

2. Link through Advantech.com by clicking on the “MyAdvantech” link in the upper right bar or by

clicking on “Partner” under “Resources for Partner”.

3. Link through Advnatech.com by clicking on the “Partners” tab in the top bar and then selecting

“Login to MyAdvantech”

http://my.advantech.com/

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Logging-in to MyAdvantech

1. Already Have a User Name/Password

a. When you land on the MyAdvantech Homepage, enter your Email/ID and Password.

*If you had a Partner Zone or MyAdvantech account with Advantech previously, your

existing log-in information will work for this portal.

2. Need User Name/Password

a. If you do not have an existing Partner Zone or MyAdvantech account with Advantech,

please contact your Advantech account manager. They can create a MyAdvantech

account for you. When they create the account, the system will automatically send you a

password.

b. Once you have your password, go to the MyAdvantech Homepage and enter your

Email/ID and Password to log-in.

3. Not seeing the Channel Partner Homepage

a. If you log-in and do not see the Channel Partner Homepage (image shown on page 3),

please contact your Advantech account manager. The error is likely caused by your

account records in our CRM system. We can quickly make adjustments to get you

access to the MyAdvantech Homepage designed for Channel Partners.

TIP: When you are logged in under the Channel Partner Homepage, the icon in the top

bar along with your name will appear in Green.

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MyAdvantech Password Help

1. What to do if you forgot your password

a. Go to the MyAdvantech homepage and click on the “Forgot your Password” link in the

“User Login” section.

b. Enter your eMail address in the field and Advantech’s system will send you a new

password via email. When you get this password, please go back to the MyAdvantech

homepage and enter it into the “Password” field.

2. How to change your MyAdvantech password

a. Log-in to MyAdvantech and click on the “My Profile” link next to your name in the top bar.

You can also go to the “Customized Content” section and click on the link in this section

to update your profile.

b. You should now see the below screen. Click on “Change your password”.

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c. This will expand the Password section of your Personal Information as seen below.

Enter your current password into the “Current Password” field. Then, type a new

password into the “New Password” field and then confirm your new password in the

“Confirm Password” field. Click on the “Update Password” button when finished.

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MyAdvantech Channel Partner Feature Overview

Online Ordering

Place component orders

System configuration/ orders

Upload orders

Check price & availability

Order Tracking

Cart History & Configuration History

Product Info

Product search tool

Product phase-in/out look-up

New product list

Warranty lookup Support & Download

Resource library

Return, Repair, Warranty

Download price list

Order bulk literature

Terms & Conditions

Access monthly channel training

Functional Tools

Project Registration/ Special price request

My Registered Projects

Customizable eMarketing Personalized Content

This section shows videos, news, case studies, and white papers based on your “Product Interests” and “Business Applications” in your profile. Please update these sections in your profile to make the content match your interests. For “New eDMs” the information displayed is the most recent eMarketing sent to you from Advantech.

Best Sellers

This section highlights the products that are selling the best through our channel partners.

Back Orders

This section highlights the Advantech orders currently on backorder for your company.

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ONLINE ORDERING

Note: Not all MyAdvantech users have the ability to place orders through the MyAdvantech portal for their

company. If you would like to have the ability to place orders through MyAdvantech, please send your

Advantech Account Manager an eMail showing approval from your supervisor to place orders for

Advantech products through the MyAdvantech portal for your organization. Advantech will then open your

rights to place orders online through this portal.

User’s without buying approval can still use the features under the “Online Ordering” section, however,

when you click on the “Add to Cart” button you will receive an error message saying you are not

authorized to place orders online.

Place Component Orders Feature

Overview: This tool will enable you to place Advantech component orders for our company 24/7.

Step 1: Click on the “Place Component Orders” link under the “Online Ordering” section in the left side

bar.

Step 2: Enter the individual part number and quantity in the corresponding fields. If you are not sure of

the part number, click on the “Search” button. You can also check the product availability from this page

by clicking on the “Availability” button. When your part number and quantity have been entered, click on

the “Add2Cart” button. This will move the component to your shopping cart.

Step 3: Review the information in your shopping cart for accuracy. If additional components are needed,

go back to Step 2 and repeat the process. If you need to adjust quantity, required dates..etc make the

changes in your cart and click on the “update” button.

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Step 4: When all components have been added, you can:

a. Save to Excel by clicking on the Excel icon

b. Save your shopping cart for future reference. To do this enter a name for the shopping cart in

the field next to “Save My Cart” and then click on the button.

c. Place order by clicking on the “Check Out” button.

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System Configuration/Orders Feature

Overview: This tool will enable you to configure Advantech system products and place system orders

24/7. It also gives you the opportunity to add components to the order if needed.

Step 1: Click on the “System Configuration/Orders” link under the “Online Ordering” section in the left side

bar.

Step 2: Select the product line you wish to configure a product for. Note: Two configurators are currently

available; a full-scale configurator and a limited configurator.

Full-Scale Configurator: This configurator shows all possible Advantech options available for system

builds. Currently this type of configurator is available for the following product lines:

Limited Configurator: This configurator uses Advantech’s eStore configurator tool and limits the options

for system builds to the best-selling configurations. To access this configurator click on the “eStore BTOS”

link.

Full-Scale Configurator

Limited Configurator

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Full-Scale Configurator

Step 1: Click on the product category for the system you would like to configure. In this example, we will

use the Industrial PC (IPC) system configurator.

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Step 2: Review the list of models available for system configuration under the product line you selected.

After you have selected the model you would like to configure, enter the quantity of systems you need

and then click on the “Config” button in the “Assemble” column for that model number. Note: for the

Industrial PC product line, you will see a button for “Fast Delivery” ( ). Select items using

this icon if fast delivery is required for your system.

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Step 3: Build your system. As you select items the configurator will tell you what components are

required. The grey box to the right will show you a summary of your system and update the price and

available date. If you would like to see all selections, click on the “Expand All” link in the upper left corner.

You can also click on “Collapse All” to close all options under each selection.

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Step 4: When you have finished selecting all components for your system, click on the “Click to Continue”

blue button.

Step 5: You will now see a screen where you can:

- Edit your shopping cart (remove items or add components).

- Save to Excel.

- Save your shopping cart for future reference.

- Place the order.

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a. Edit your shopping cart. To remove items, click in the box to the left of the part number you

would like to remove. Then hit the “update” button. To add components, enter the part number

of the component you would like to add in the “Part No” field near the top of the page. Select

the quantity, indicate is extended warranty is required and then hit the “Add2Cart” button. If you

do not know the part number for the component you wish to add, you can click on the “Search”

button!

b. Save to Excel. To do this, click on the Excel icon.

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c. Save your shopping cart for future reference. To do this, enter a name for the shopping cart in


d. Place order. To do this click on the “Check Out” button on the bottom of the page.

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Limited Configurator

Note: Remember that this configurator uses Advantech’s eStore configurator tool and limits the options

for system builds to the best-selling configurations. Part numbers using this configurator begin with “SYS”.

Step 1: Click on the “eStore BTOS” link under the Place System Orders page.

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Step 2: Click on the product category for the system you would like to configure. In this example, we will

use Embedded Computers.

Step 3: Review the list of part numbers available for system configuration under your selection. Click on

“Config” for the part number you want to configure.

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Step 4: Build your system. As you select items the configurator will tell you what components are

required. The grey box to the right will show you a summary of your system and update the price and

available date. If you would like to see all selections, click on the “Expand All” link in the upper left corner.

You can also click on “Collapse All” to close all options under each selection.

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Step 6: When you have finished selecting all components for your system, click on the “Click to Continue”

blue button.

Step 7: You will now see a screen where you can:

- Edit your shopping cart (remove items or add components).

- Save to Excel.

- Save your shopping cart for future reference.

- Place the order.

a. Edit your shopping cart. To remove items, click in the box to the left of the part number you

would like to remove. Then hit the “update” button. To add components, enter the part number

of the component you would like to add in the “Part No” field near the top of the page. Select

the quantity, indicate is extended warranty is required and then hit the “Add2Cart” button. If you

do not know the part number for the component you wish to add, you can click on the “Search”

button!

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b. Save to Excel. To do this, click on the Excel icon.

c. Save your shopping cart for future reference. To do this, enter a name for the shopping cart in


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d. Place order. To do this click on the “Check Out” button on the bottom of the page.

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Upload Order Feature

Overview: This tool will enable you to upload orders directly to Advantech using Excel.

Step 1: Click on the “Upload Order” link under the “Online Ordering” section in the left side bar.

Step 2: Review the instructions for uploading orders. When your file is ready click on the “Choose File”

button to locate your Excel file. Once selected, click on the “Upload” button.

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Check Price & Availability Feature

Overview: This tool will enable you to check list price and your distributor price for Advantech products.

Through this tool you can also check the availability of Advantech products.

Step 1: Click on the “Check Price & Availability” link under the “Online Ordering” section in the left side

bar.

Step 2: Enter the part number into the field. You can enter the exact part number if you know it, you can

enter partial part number followed by the * symbol, or you can click on the “Pick” button if you do not know

the part number.

*Note: Plant USH1 is for the Milpitas, CA facility, allowing you to check stock in the US.

Example of Check Price & Availability if you know the part number

Enter the part number into the field and click on “Query price & Availability”. Note: Once you start typing

the system will offer suggestions for you, as shown in the below screen shot.

Example of Check Price & Availability using partial part number

Enter the partial part number into the field and click on “Query price & Availability”. For example, WOP-2*

or ADAM-45*. The system will them show you all matches. This is a great way to compare prices and

check availability for products in the same family.

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Example of Check Price & Availability if you do not know the part number (using “Pick”)

Click on “Pick Product” button.

A screen will pop-up where you can enter the part number or description. Enter the information you know

about the product and hit “Search”. When the results are displayed, click on the “Pick” button for the

product you what to see price and availability for.

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Step 3: With the part number defined, click on the “Query price & Availability” button to see the price and

availability for that model. Note: If you would like to save the price and availability details, click on the

Excel icon ( ). You can also add the product to your cart from this page by clicking on the “Add to

Cart” button.

Step 4: If you would like to learn more about the product, click on “Part Number” or “Model Number” in

blue text. You will now see the product overview page where you can check Advantech’s database for

any literature, downloads, or FAQs associated with this product. You also have the option to add the

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product to your cart by clicking on the “Add2Cart” button.

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Order Tracking Feature

Overview: This tool will enable you to check the details for all orders and back orders associated with

your account. You can also review invoices, accounts payable, shipping calendar, serial number inquiry,

warranty information, and get shipping tracking numbers in this tool.

Step 1: Click on the “Order Tracking” link under the “Online Ordering” section in the left side bar.

Step 2: You will now see the below page. To track your order enter the SO Number or PO Number into

the field and click on the “Search” button to see the details associated with the order.

Note: You can save the details to Excel by clicking on the Excel icon ( ).

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My B2B Order

Step 1: To view all B2B Orders associated with your account, click on the “My B2B Order” link under

Order Tracking.

Step 2: All B2B orders associated with your account will now be displayed. To search for a specific order,

you can enter the SO Number/PO Number or Order dates and click on the “Search” button.

You can click on the “SAP Order” link to view the details for the order. Example shown below.


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Back Order

Step 1: To view all Back Orders associated with your account, click on the “Back Order” link under Order

Tracking.

Step 2: All back orders associated with your account will now be displayed. To search for a specific back

order, you can enter the SO Number/PO Number, specific part number, or order date range and click on

the “Search” button.


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Invoice

Step 1: To view all Invoices associated with your account, click on the “Invoice” link under Order

Tracking.

Step 2: All Invoices associated with your account will now be displayed. To search for a specific invoice,

you can enter the Invoice Number/SO Number/DN Number/PO Number, specific part number, or invoice

date range and click on the “Search” button.


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Account Payable

Step 1: To view the accounts payable details associated with your account, click on the “Account

Payable” link under Order Tracking.

Step 2: All account payable information associated with your account will now be displayed. To search

for a specific invoice, you can enter the Invoice Number/SO Number/DN Number/PO Number, specific

part number, or invoice date range and click on the “Search” button.

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Shipping Calendar

Step 1: To view the Shipping Calendar associated with your account, click on the “Shipping Calendar”

link under Order Tracking.

Step 2: You will now see the shipping calendar for the current month your account. You can change the

month displayed by clicking on the “<</ >> or by selecting your desired month in the drop down menu and

then clicking on the “Search” button.

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Step 3: To see the details showing what items are schedule to ship on a specific date, hover your mouse

over the red text associated with any date. The details will then be displayed for your review.

Forwarder Number Tracking

Step 1: To view the shipping information for your orders, click on the “Forwarder Number Tracking” link

under the Order Tracking.

Step 2: All shipping tracking numbers available for orders placed for your account will now be displayed.

If needed, you can enter the Forwarder Number/Tracking Number, Invoice Number, SO Number, or PO

Number and then click on the “Search” button to locate information on a specific order.

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Warranty Lookup

Step 1: To view warranty information for your Advantech products click on the “Warranty Lookup” link

under the “Order Tracking” section in the left side bar.

Step 2: Choose to search using either the Serial Number or Product Name from the drop down menu.

Enter the information (product serial number or product name) in the space provided and click on the “Go”

button. The system will display the warranty information based on your search.

*Note: By using the Serial Number to search, MyAdvantech will provide the specific date on which the

warranty expires for that Advantech product. By using the Product Name to search, the system will give

you the general warranty length in months for these products.

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Example of Warranty Lookup the Serial Number to search

Example of Warranty Lookup the Product Name to search

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Warranty Expire

Step 1: To view warranty information and all other information associated with your Advantech products

click on the “Warranty Expire” link under the “Order Tracking” section in the left side bar.

Step 2: Enter the information (Part Number, Serial Number, or Purchase Order Number) in the space

provided and click on the “Go” button. The system will display the warranty information based on your

search.

*Note: The “From” date will automatically default to 30 days prior to the current date. You may leave it as

is, change the date range, or leave both fields blank, depending on your search needs.

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Cart & Configuration History Feature

Overview: This tool will enable you to access your saved shopping carts/cart history through

MyAdvantech. You will have the ability to review the cart detail, make updates if needed, save to Excel,

and place orders.

Step 1: Click on the “Cart & Configuration History” link under the “Online Ordering” section in the left side

bar.

Step 2: A page will be displayed showing all saved Carts under the account associated with your log-in.

Click on the “Detail” button if you want to make updates to the saved cart or click on the “Add2Cart”

button is you want to purchase this item again.

Cart History Detail Example

The below screen shot shows an example of the detail for a saved cart. Note: The system provides you

with an option to save to Excel. In order to do this, click on the Excel icon ( ).

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Below is an example of an Excel file saved from the Cart Detail page. The document will show the

Advantech list price and your accounts distributor price.

Add2Cart Detail Example

If you click on “Add2Cart” in the cart history feature, you will see a screen like the below example. From

here you can revise your cart, check availability and place order. Note: The system provides you with an

option to save to Excel. In order to do this, click on the Excel icon ( ).

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PRODUCT INFORMATION

Search Feature

Overview: Use this tool to search Advantech’s backend databases and websites for information on

products.

Step 1: Click on the “Search” link under the “Product Info” section in the left side bar.

Step 2: Enter the Advantech model number into the search field and click on “go”. TIPS: (1) If you do not

know the part number, you can enter as much as you know followed by the “ * “ symbol. Ex. ADAM-6*, (2)

Enter Advantech model numbers, not full part numbers into the search field for better results. Ex use

“ADAM-6542” instead of “ADAM-6542/W15-AE” Please also note that this tool allows you to search by

“Product”, “Marketing Material & Support”, and/or “Websites”.

a. Product Search Example (Recommended)

When you results appear under the “Product Search” you can “Add to Cart”, check price, check

availability, and download marketing material associated with the product.

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If you chose to download material from this page, a disclaimer will pop-up. If you agree to the terms, click

“I agree” and a link the download the material will appear below the Disclaimer.

b. Marketing Material & Support Search Example

Through this search selection you can search for specific material like photos, manuals, ..etc. Select the

material type you are looking for and click on the “Go” button.

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c. Website Search Example

Through this search selection you can search Advantech’s various websites for information. TIP: You

can search for product information by entering a model number in the search field or you can also search

by key word, for example, “HMI” or “Ethernet Switch”.

To execute the search, enter your part number/keyword into the field and click on the “Search” button.

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Product Phase In/Out Feature

Overview: Use this tool to see a list of Advantech products that are being phased-out or phased-in.

Step 1: Click on the “Phase In/Out” link under the “Product Info” section in the left side bar.

Step 2: As default, the Product Phase In option is displayed. If you need “Product Phase Out”

information, click on the “Product Phase Out” link.

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Product Phase In

You have two options to use in order to view Advantech product phase in information.

a. You can use the 3 drop down menus (Product Group, Product Division, and Product Line),

selecting the appropriate choices for the product line you are interested in. Click “Search” after

making your selections. Hint: If you want a broader overview of the Advantech products that

have been phased in, just choose “eAutomation” in Product Group (leaving the other fields blank)

and then search. If you want the results to be more specific, you can utilize the additional options

found under Product Division and Product Line.

b. You can enter a specific part number into the “Part No.” field and click on the “Search” button.

The system will then display any phase in information for that specific model only.

Note: The system provides you with an option to save to Excel. In order to do this, click on the Excel icon

( ).

Example shows search using drop down menus.

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Product Phase Out

You have two options to use in order to view Advantech product phase out information.

a. You can use the 3 drop down menus (Product Group, Product Division, and Product Line),

selecting the appropriate choices for the product line you are interested in. Click “Search”

after making your selections. Hint: If you want a broader overview of the Advantech products

that have been phased out, just choose “eAutomation” in Product Group (leaving the other

fields blank) and then search. If you want the results to be more specific, you can utilize the

additional options found under Product Division and Product Line.

b. You can enter a specific part number into the “Part No.” field and click on the “Search” button.

The system will then display any phase out information for that specific model only.

Note: The system provides you with an option to save to Excel. In order to do this, click on the Excel icon

( ).

Example shows search by “Part No.”

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New Product Highlight Feature

Overview: Use this tool to review the recently released Advantech products.

Step 1: Click on the “New Product Highlight” link under the “Product Info” section in the left side bar.

Step 2: Review the list of new products. You can click on any product model for more information.

Warranty Lookup Feature

Overview: Use this tool to view warranty information on Advantech products. This tool allows you to

search by PO Number, Serial Number or Part Number.

*Please refer to the “Warranty Expire” section found under Online Ordering: Order Tracking for more

details.

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SUPPORT & DOWNLOAD

Resource Library Feature

Overview: Use this tool to search Advantech’s backend databases and websites for numerous resources,

like product photos, user manuals,

Step 1: Click on the “Resource Library” link under the “Support & Download” section in the left side bar.

Step 2: Select your search criteria and click on the “Go” button.

Example shows search for EKI-2728 “Photos”

Example shows search for “banners”

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Note: The search filed on top was left blank. When searching for “Marketing” resources, the results

tend to be better if generic searches are performed.

Step 3: Under the format column, click on the text in blue to download the material.

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Return, Repair, Warranty Feature (links to Advantech’s eRMA portal)

Overview: Use this tool to request a RMA, view Advantech’s return policy, check on a RMA status, look-

up warranty information, and get information on Advantech’s extended warranty services.

Step 1: Click on the “Return, Repair, Warranty” link under the “Support & Download” section in the left

side bar.

Step 2: Select your country and click on the “Submit” button.

Step 3: Click on the button for service needed

.

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My RMA Record Feature

Overview: Use this tool to review the status of all RMA’s submitted under your account.

Step 1: Click on the “My RMA Record” link under the “Support & Download” section in the left side bar.

Step 2: You will now see a list of all RMAs for your account. If needed, you can further refine the search

by entering information under “RMA Record” on the top of the page.

Step 3: When you locate the specific RMA you are looking for, click on the “RMA Number”.

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You can now view the detail status for this RMA.

Download Price List Feature

Overview: Use this tool to download the latest Excel Price List for AAC Channel Partners. Note: This price

list only shows Advantech’s list prices.

Step 1: Click on the “Download Price List” link under the “Support & Download” section in the left side

bar.

Step 2: A “File Download” window will appear. Click on the “Save” button.

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Order Literature Feature

Overview: Use this tool to order multiple copies of Advantech’s literature pieces. As Authorized

Advantech Distributors for the Automation Group, Advantech provides you with literature free of charge.

We will also cover shipping costs, as long as the literature is shipped via standard delivery.

Step 1: Click on the “Order Literature” link under the “Support & Download” section in the left side bar.

Step 2: You will now see a list of all Advantech literature available. Enter the number of pieces you would

like for each literature piece in the “Order Qty” column. Note: you can also download the PDF version of

the literature from this page. To download the PDF version click on the “Link” in the PDF column.

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Step 3: When all your selections have been made, enter the “Shipping Information” and click on the

“Submit” button. If expedited shipping is required, Advantech can accommodate this, but you will be

responsible for the shipping costs. If this service is needed, please select the expedite method and enter

your Fed-Ex account number.

Step 4: To check on your literature order status, please follow-up with Adam Sturm

([email protected] or 513-742-8895 x341)

mailto:[email protected]

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Terms & Conditions Feature

Overview: Use this tool to view Advantech’s latest business terms and conditions.

Step 1: Click on the “Terms & Conditions” link under the “Support & Download” section in the left side bar.

Step 2: Advantech’s Terms and Conditions will now be available for you to review.

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Monthly Channel Training Feature

Overview: Use this tool to view/download Advantech’s monthly product trainings.

Step 1: Click on the “Monthly Channel Training” link under the “Support & Download” section in the left

side bar.

Step 2: Advantech’s monthly channel partner product training will now be available for you to review. Two

versions exist for most training. The “WMV” file type is the recording from the live training session and

includes both the audio and power point slides. The “PPT” file type contains only the Power Point slides

used for the training. Please click on the “link” for the training you are interested in to access the training

material.

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FUNCTIONAL TOOLS

Project Registration Feature

Overview: Use this tool to register projects you are working on. By taking the time to register your projects

with Advantech, we can help to protect your business.

Step 1: Click on the “Project Registration Request” link under the “Functional Tools” section in the left

side bar.

Step 2: Fill in the “Applicant Info” and “Project Registration Info” fields. In the project registration info

section please enter the information for the end customer. When all fields are filled-in, click on the “Next

Step” button.

Step 3: Add the product details for the project you are quoting.

System Project Registration Example

Enter end customers name here

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If you are quoting a system for the project, enter the main product model in the “Product Item” field and

use the “Comments” field to explain what other products go into the system. You do not need to enter all

the part numbers into this project registration form. The system will automatically add the “Distributor PO

price” into the field. Then enter the “Annual Qty” expected.

Component Project Registration Example

If you are quoting multiple products for the project, enter the first product model in the “Product Item” field

and click the “Add Product” button. The system will automatically add the “Distributor PO price” into the

field. Then enter the “Annual Qty” expected. The product information will now appear under the “Products

Included in Project” section of the page. Enter the next product model in the “Product Item” field and click

the “Add Product” button…continue to do this until all products are added.

Enter system information here

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Step 4: When the product details have been added, click on the “Submit” button.

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Step 5: Advantech’s system will send you a confirmation email containing the details for your project

registration. Please note, this does not mean that the project has been registered in Advantech’s system.

This email just confirms that the project registration was successfully submitted to Advantech.

Step 6: When you submit a project registration form, your Advantech account manager receives the

request. They will review the request, and upon approval, an opportunity will be created in our CRM

system used by sales in N. America to show you are working on this project.

Step 7: You will receive an email notification when the project is approved or rejected. If the project

registration is rejected, the reason for rejection will be included in the notification.

Step 8: You can review your “Project Registration Status” at any time after submission by clicking on the

“Project Registration Request” link under the “Functional Tools” section in the left side bar. From this

page, click on “My Registered Project” in the upper left.

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When you click on the “My Registered Project” link, you will see a list of all projects registered. You can

search the projects by End Customer’s Name, Approval status..etc.

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My Registered Project Feature

Overview: Use this tool to review the status of the projects registered under your company.

Step 1: Click on the “My Registered Projects” link under the “Functional Tools” section in the left side bar.

Step 2: You will see a list of all projects registered under your company. You can search the projects by

End Customer’s Name, Approval status..etc. You can also export the list to Excel by clicking on the Excel

icon ( ).

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Customizable eMarketing Feature

Overview: This tool provides you with a list of Advantech eMarketing programs that can be customized.

As Advantech Authorized Distributors we will customize our eMarketing programs for you free of charge

to help you promote Advantech offerings to your contacts.

Step 1: Click on the “Customizable eMarketing” link under the “Functional Tools” section in the left side

bar.

Step 2: Review the list of eMarketing programs and click on the icon in the “View eDM online” column to

see the details.

Step 3: If you are interested in customizing an Advantech eMarketing program, please follow-up with

Adam Sturm ([email protected] or 513-742-8895 x341)

mailto:[email protected]

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