Fleetwood Recreational Vehicle Sales & Marketing Dealer...

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Fleetwood Recreational Vehicle Sales & MarketingDealer Web Portal

Instructions

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RV Dealer Web Portal –Overview

An Informational View of the Life Cycle of each RV Product managed by your Dealership, with the ability to modify the status or ownership of each unit.

Order Inventory Retail

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RV Dealer Web Portal –Instruction Sections in this Guide

1. Launch and Logon to Dealer Portal 2. Dealer Orders Processing3. Dealer Inventory Processing Search And Assign

Inventory4. Dealer Inventory Processing Unit Transfers5. PDI Processing6. User Administration Processing7. My Profile Processing8. Help Information9. Logout Processing

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RV Dealer Web Portal – General Processing Steps Overview

1. Launch and Logon to Dealer Portal 2. Click a Tab – Dealer Orders, Inventory, PDI3. Select search criteria and search database4. Sort the results (if desired)5. Modify the ownership information on a unit(s) (if desired)6. Download the data to Excel to save it, print it, graph it,

manipulate it, etc. in its current state (if desired)7. If another Search is needed, clear the current page and

repeat steps 3 - 68. Logout

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RV Dealer Web Portal

Launch and Logon to Dealer Portal

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RV Dealer Web Portal –Step 1 – Establishing a User Administrator

Before a Dealer can use the Dealer Portal Site, a Dealer User Administrator must be established and registered in either the Dealer Portal Site or its sister site – eFDN.

Since the Dealer Portal shares the User Administrator that is setup for its sister Service system – eFDN, there are 3 possible options for your Dealership:

4. If you have established a User Administrator for eFDN and they have registered on the eFDN site, the User Administrator can logon to the Dealer Portal and setup the users for your Dealership using the User Administration processes.

5. If you have established a User Administrator for eFDN, but they have not registered on the eFDN site, the User Administrator can logon to the Dealer Portal, go through the register process as described in step 4, then setup the users for your Dealership using the User Administration processes.

6. If a User Administrator for eFDN is not established and not registered, then you will need to contact RV Marketing with the First Name, Last Name, and email address of your designated User Administrator so that they can be setup as Administrator in the security system. Once setup, the User Administrator will follow step 2 above. The designated person’s information should be sent to [email protected]

mailto:[email protected]

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RV Dealer Web Portal –Step 2 – Choosing an option to Enter Dealer Portal Site

There are 2 options to Launch the Dealer Portal Site:2. Enter through FleetwoodRVDealers.com – If you currently use the

Fleetwood Dealers Only internet site, you can have your User Administrator enter here and click the Dealer Portal link available on the Menu. Then, after entering their user name and password, the Administrator can setup other users at your Dealership that you want to give access to. Follow steps starting with Step 3 following this page.

3. Enter directly at Fleetwood Dealer Portal website – By entering the following web address in your Internet Explorer - http://rvsales.fleetwood.com/ - your existing User Administrator can logon and setup other users at your Dealership that you want to give access to. Follow steps starting with Step 6 in this section.

http://rvsales.fleetwood.com/



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RV Dealer Web Portal –Step 3 – Launch the Dealer Portal Site via Fleetwood RV Dealers.com

1) Go to the Fleetwood RV Dealers Site - http://www.fleetwoodrvdealers.com

2) Enter your Username and Password3) Click the Enter Button

If this is your first time to the Dealers Only Site, then:6) Click the Register Here hyperlink to register and create a

Username and Password

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RV Dealer Web Portal –Step 3a - New Fleetwood RV Dealers.com Users Only – Launch the Dealer Portal Site via Fleetwood RV Dealers.com

First time Dealer Only Users – 2) Fill in the required fields 3) Click the submit button your registration You will be contacted to confirm your registration so that you

may begin using the Dealer Portal component of Fleetwood Dealers Only website

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1) Click on the Dealer Portal menu option

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1) Click on the Continue to Go To The New Dealer Portal hyperlink

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RV Dealer Web Portal –Step 6 – Launch the Dealer Portal Site via RVSales.Fleetwood.com

New User Admins – in order to register and establish a username and password you will need to contact Fleetwood RV Marketing and provide a valid Email address that will be used to establish you as the User administrator for the Dealer Number entered. Once your email is on file, then:

2) Click the Register icon to establish your Username and Password3) Enter the Dealer number and Email Address on file with RV Marketing4) Click the Register Icon - Once Registered, go to User Administration processing to add users for your

DealershipUser Admins with Passwords - 6) Enter the Dealer number, Username, and Password 7) Click Login icon - Once in the site, go to User Administration processing to add users for your Dealership

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RV Dealer Web Portal –Step 7 – Launch the Dealer Portal Site –

Top Level Tab Options

1) The Primary information sections of the website1) Dealer Order information is updated nightly – with dealer-specific Order Assignment

information updated realtime2) Dealer Inventory is updated realtime as orders are shipped - with dealer-specific Inventory

Assignment information updated realtime. Dealer inventory transfers are made realtime.3) PDI registrations are made realtime

2) User Administration - contains options for:1) Searching2) Viewing3) Adding/Modifying

3) My Profile - shows your current user profile and allows modifications4) Help – these instructions 5) Logout – this is the button that stops the website systems and securely releases you from the

website6) This is the Dealer number and Logon Name used to access the website

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Dealer Orders Processing

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RV Dealer Web Portal – Dealer Orders Step 1 – Select Dealer Orders from Top Level Tabs

1) Click the Dealer Orders Tab to activate this section of the website – note the title will dim to indicate that the tab has been selected.

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RV Dealer Web Portal – Dealer Orders –Step 2 – Select Search Criteria – Primary Filters

1) Select a Division, Model Year, and/or Brand to filter the search if desired, if no choice is made, then ALL is assumed – These are all optional criteria choices

1) Division – pick one of the three choices from the drop down list by clicking in the box and clicking on a choice

2) Model Year – key in the last 2 digits of the model year – 2005 would be entered as 053) Brand - pick a choice from the drop down list by clicking in the box and clicking on a choice.

Use the Scan button to move through the alphabetical list2) Click the Search hyperlink to launch the search

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Scan Button

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RV Dealer Web Portal – Dealer Orders – Step 3 – Sort the Results

1. To sort the results by any column, click in the header of the column. Each time the header is clicked it will reverse the order from ascending to descending.

• Only one column at a time can be sorted. If multiple sorts are desired, download the file and use Excel.

• The direction of the arrow will indicate the order – pointing up = ascending (a to z), pointing down = descending (z to a)

Note: in this example, we did not select any additional sorts by Division, Model Year, or Brand.

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RV Dealer Web Portal – Dealer Orders – Step 4 – Modify the Order Assignment Info

The information presented on the screen in the List of Orders is provided from Fleetwood’s database. To add information that is Dealer-specific use the Order Assignment section as follows:

2. Click on the icon at the front of the line to highlight the unit. This will display the Fleetwood information in the Order Assignment section below.

3. Click in any of the boxes – Purchase Order No, Stock No, Customer First or Last Name and enter whatever Dealer-specific information that can be used to track the unit as it moves from order to inventory to retailed.

4. Click the Save icon. This update is realtime.Note: If you need to modify the information again later, repeat steps 1 -3 to overwrite the prior information.

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RV Dealer Web Portal – Dealer Orders – Step 5 – Download the Results

To download the results after sorting:2) Click the Download to File icon3) When the compressed Excel worksheet appears, click the Maximize button ( )4) Change the name of the Excel file and save it 5) In Excel sort it, print it, graph it, etc. as desired.

Note: Make sure to change the name of the Excel file and save it before another download is done to eliminate confusion when downloading multiple sorts.

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RV Dealer Web Portal – Dealer Orders – Step 6 – Clear the Search and Start Over

1) To clear the Search and start over, click the Clear Icon and repeat the search process.

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Dealer Inventory ProcessingSearch And Assign Inventory

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RV Dealer Web Portal – Dealer Inventory Step 1 – Select Dealer Inventory from Top Level Tabs

1) Click the Dealer Inventory Tab to activate this section of the website – note the title will dim to indicate that the tab has been selected.

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RV Dealer Web Portal – Dealer Inventory –Step 2 – Select Search Criteria – Primary Filters

1) Select a Division, Model Year, and/or Brand to filter the search if desired, if no choice is made, then ALL is assumed – These are all optional criteria choices

1) Division – pick one of the three choices from the drop down list by clicking in the box and clicking on a choice2) Class – pick one of the choices from the drop down list by clicking in the box and clicking on a choice – the choices

in this box will be dependent upon the choice made in the Division 3) Brand - pick a choice from the drop down list by clicking in the box and clicking on a choice. Use the Scan button

to move through the alphabetical list – the choices in this box will be dependent upon the choice made in the Division and/or Class

4) Enter a specific FIN/VIN if desired by keying in the last 7 digits of the number5) If a Parent Dealer number was entered during logon, an additional search filter available will be the Children

dealerships2) Click the Search hyperlink to launch the search

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Scan Button

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RV Dealer Web Portal – Dealer Inventory – Step 3 – Sort the Results

1. To sort the results by any column, click in the header of the column. Each time the header is clicked it will reverse the order from ascending to descending.

• Only one column at a time can be sorted. If multiple sorts are desired, download the file and use Excel.

• The direction of the arrow will indicate the order – pointing up = ascending (a to z), pointing down = descending (z to a)

Note: in this example, we did not select any additional sorts by Division, Class, Brand, etc.

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RV Dealer Web Portal – Dealer Inventory – Step 4 – Modify the Inventory Assignment Info

The information presented on the screen in the Inventory List is provided from Fleetwood’s database. To add information that is Dealer-specific use the Inventory Assignment section as follows:

2. Click in the brand field to highlight the unit. This will display the Fleetwood information in the Inventory Assignment section below.

3. Click in any of the boxes – Purchase Order No, Stock No, Customer First or Last Name and enter whatever Dealer-specific information that can be used to track the unit as it moves from order to inventory to retailed.

4. Click the Save icon. This update is realtime.Note: If you need to modify the information again later, repeat steps 1 -3 to overwrite the prior information.

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RV Dealer Web Portal – Dealer Inventory – Step 5 – Download the Results



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RV Dealer Web Portal – Dealer Inventory – Step 6 – Clear the Search and Start Over

1) To clear the Search and start over, click the Clear Icon and repeat the search process.

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Dealer Inventory ProcessingUnit Transfers

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RV Dealer Web Portal – Dealer Inventory TransfersStep 1 – Select Dealer Inventory from Top Level Tabs

1) Click the Dealer Inventory Tab to activate this section of the website – note the title will dim to indicate that the tab has been selected.

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RV Dealer Web Portal – Dealer Inventory Transfers Step 2 – Select the Inventory to Transfer

Please Note: This utility is made available to make the record keeping for inventory transfers efficient. Completing this transaction assumes that the sending and receiving Dealer have communicated about the desire to make this business transaction. Once the transfer is complete on the website, the sending Dealer will not have any control over the unit anymore. If a transaction is to be reversed, the receiving Dealer must initiate the transaction.

2) On the Search and Assign Inventory Screen, select the unit to be transferred by clicking the Transfer icon at the beginning of the line – the unit selected will be highlighted and the Unit Transfer tab will be automatically launched.

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RV Dealer Web Portal – Dealer Inventory Transfers Step 3 – Select the Transfer to Dealer

Select the Dealer to transfer the unit – the receiving Dealer by either:• Entering search criteria in one of the 4 boxes – note – as shown, you can enter a partial name,

City, or Zip in the search. Dealer numbers must be all 6 digits to work.• Leaving all the Search boxes blank and returning the entire Dealer list. Then by clicking on the

appropriate line to highlight it, the dealer will be chosen.

Note: the system will only allow a unit to be transferred to a Dealer that is authorized to sell the product.

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RV Dealer Web Portal – Dealer Inventory Transfers Step 4 – Transfer the Inventory

1) Click on the Dealer Number field to highlight the Dealer to be transfer the inventory to2) Click the Transfer icon3) If the information in the Unit Transfer Confirmation box is correct, click the Yes button. If not, click

the No button and start the transfer process again.

Notes: 6) Once the Yes button is clicked, the unit will be transferred right away, realtime to the receiving

Dealer. 7) If the Dealer you are attempting to transfer the unit to is not authorized to sell the product, you will

receive a message that disallows the transfer.

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RV Dealer Web Portal – Dealer Inventory Transfers Step 5 – Review Transferred Inventory

To review the history of transfers from your Dealership:2) Select a date range by entering dates in the From and To boxes, or use the calendar function by

clicking on the calendar symbol to the right of the date fields.3) Click Search

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PDI Processing

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RV Dealer Web Portal – PDI – Record a Retail Step 1 – Select the Unit to Retail

Select the Unit to Retail by either:2) Entering search criteria in one of the 4 boxes to return a list of matches -

1) Unit ID must be the last 7 digits of the VIN/FIN2) Pick the Brand from the drop down box3) Enter the full or partial Dealer assigned Purchase Order number4) Enter the full or partial Dealer assigned Stock number

3) Leaving all the Search boxes blank and returning the entire Inventory list. 4) Click the Search icon5) Click on the icon at the beginning of the appropriate line to highlight it, the unit will be chosen and the

PDI screen will automatically open with the chosen unitNote – As on any screen, after the search is complete, the data can be sorted by clicking on the column

headings, The direction of the arrow will indicate the order – pointing up = ascending (a to z), pointing down = descending (z to a)

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RV Dealer Web Portal – PDI – Record a Retail Step 2 – Enter the Retail Information

1) Enter all of the necessary information on the form – Notes – 2) Required fields have a red asterisk in front of the box. 3) Sales Persons can be selected from a list if they are registered

with the Fleetwood First system.2) When all information is recorded, click the Record icon - Note –

Once the Record icon has been clicked the PDI will be recorded realtime, moving the unit from Inventory to Retailed status

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RV Dealer Web Portal – PDI – Review Retails Recorded Step 3 – Review Recorded PDIs

To review the history of PDIs that have been recorded from your Dealership:2) Select a date range by entering dates in the From and To boxes, or use the calendar function by

clicking on the calendar symbol to the right of the date fields.3) Click Search

Note – As on any screen, after the search is complete, the data can be sorted by clicking on the column headings, The direction of the arrow will indicate the order – pointing up = ascending (a to z), pointing down = descending (z to a)

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RV Dealer Web Portal – PDI – Review Retails Recorded Step 4 – Search for Customer Information

To review the history of Recorded Retails by Customer from your Dealership:2) Select a Division, Class, Brand, and/or Date Range to filter the search if desired, if no choice is made,

then ALL is assumed – These are all optional criteria choices1) Division – pick one of the three choices from the drop down list by clicking in the box and clicking on a choice2) Class – pick one of the choices from the drop down list by clicking in the box and clicking on a choice – the choices in

this box will be dependent upon the choice made in the Division 3) Brand - pick a choice from the drop down list by clicking in the box and clicking on a choice – the choices in this box

will be dependent upon the choice made in the Division and/or Class 4) Owned From/To Dates - Select a date range by entering dates in the From and To boxes, or use the calendar function

by clicking on the calendar symbol to the right of the date fields.3) Click the Search hyperlink to launch the searchNote – As on any screen, after the search is complete, the data can be sorted by clicking on the column


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RV Dealer Web Portal – PDI – Review Retails RecordedStep 5 – Download the Results



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User Administration Processing

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RV Dealer Web Portal – User AdministrationOverview

• The User Administration tab is provided to facilitate a Dealer appointed administrator in their management of user access within the Dealership

• The tab will only be available to the Dealer associate that has been recorded as the Administrator. The initial registering on the Dealer Portal site indicates who the Administrator is for the Dealer. This is described in Step 1 of the “Launch and Logon to Dealer Portal” section of these instructions.

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RV Dealer Web Portal – User AdministrationStep 1 – Launching the User Admin Function

1) Click on the User Admin Tab to launch the function.

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RV Dealer Web Portal – User AdministrationStep 2 – Search Users

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To search for a user or group of users that have been granted access in your Dealership:2) Enter information in Username, First, or Last Name to filter the search if desired – partial information can

be used in the search. if no choice is made, then ALL is assumed – These are all optional criteria choices

3) Click the Search hyperlink to launch the searchNote – As on any screen, after the search is complete, the data can be sorted by clicking on the column


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RV Dealer Web Portal – User AdministrationStep 3a – View User Details

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To view a specific user’s details:2) Click on the View icon at the beginning of the line to launch the View User Details Tab

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RV Dealer Web Portal – User AdministrationStep 3b – View User Details

This screen allow the User Administrator to view the current details about a specific user at the Dealership

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RV Dealer Web Portal – User AdministrationStep 4a – Add/Modify User

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To add/modify a specific user’s details:2) Click on the Edit icon at the beginning of the line to launch the Add/Modify User Tab

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RV Dealer Web Portal – User AdministrationStep 4b – Modify User

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To modify an existing user’s details:2) To modify user details, type over the

entries in the appropriate fields – Note – all fields with a red asterisk are required.

3) To change the user from Active to Inactive status, click the appropriate icon -Note – if you inactivate a user, the user’s record will stay in the system so that it can be activated at a later date. If you want to completely delete a user from the database, see step 5

4) Click Save

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RV Dealer Web Portal – User AdministrationStep 4c – Add New User

1 To add a new user’s details:2) Click the New icon3) Fill in the required fields in the User

Details section at a minimum – Note: the Dealer address information is prefilled based on the Fleetwood database.

4) Click Save – Once the Save button is clicked the new User will have immediate access to the Dealer Portal.

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RV Dealer Web Portal – User AdministrationStep 5 – Delete a User

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To delete a user from the system:2) Click the Delete icon at the end of the line on the Search Users screen 3) Click the appropriate answer to the Confirm Delete warning that appears – Yes to delete, No

to cancel the action.

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My Profile Processing

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RV Dealer Web Portal – My ProfileStep 1 – Launch My Profile

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To launch the My Profile view:2) Click the My Profile icon

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RV Dealer Web Portal – My ProfileStep 2a – View Profile

To view your personal information:2) Click the Close Window icon when

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RV Dealer Web Portal – My ProfileStep 2b – Adjust Profile

To view and/or adjust your personal information:

2) To change your information, click in the appropriate field and type over the existing information – Note – all fields with a red asterisk are required

3) Click the Save Icon4) Click the OK to acknowledge the

changes have been saved5) Click the Close Window icon

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Help Information

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RV Vehicle Information Web Portal –Help Information

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These instructions are included on the Website under the Help button – 2) Click on the Help icon 3) To navigate from page to page, use the arrows

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Logout Processing

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RV Vehicle Information Web Portal –Step 1 – Logout

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1) To Logout, click the Logout Icon2) Click the RED X in the upper right

corner of the screen to shut off the connection to the computer server

Note: It is important to logout the application to stop using computer server resources.

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