Retail Fashion Expert User Guide Independent Customerrfxedge.nygard.com/Training/RFX - Independent...

Retail Fashion Expert User Guide

Independent Customer

Training Material Document Version: 1.1

Software Version: 1.0 Last Revised: MAY21-10 Expert: Customer Service

204.982.5587

© 2008 Nygård International Partnership Copyrighted Materials

All Rights Reserved

®

RFX – Independent Customers – User Guide Document Version: 1.1

© 2008 Nygård International Partnership

Table of Contents

INTRODUCTION...................................................................................................... 3 Logging onto RFX .................................................................................................. 3 Changing your password ........................................................................................ 4

RFX HOME PAGE..................................................................................................... 5 Home Page: Main Features ..................................................................................... 5 Home Page: Side Menu .......................................................................................... 6

Search Orders and Invoices: .................................................................................................................................6 Order a Style: ........................................................................................................................................................6

PLACING AN IMMEDIATE ORDER............................................................................ 7 ORDER STATUS BY DATE RANGE .......................................................................... 11

Order Status Detail Page – Features....................................................................... 12 ORDER STATUS BY PRODUCT GROUP ................................................................... 13 REQUEST RETURN AUTHORIZATION..................................................................... 14 MY ACCOUNT........................................................................................................ 17

Transactions and Balance Page.............................................................................. 17 Create Payment Remittance.................................................................................. 18



Introduction Retail Fashion Expert (RFX) is a powerful merchandising and business management tool which allows you to see the entire Nygård product line, complete with product info & images, and an easy-to-use order-entry interface.

This guide provides a detailed overview of how to navigate RFX, place orders, view the status of orders submitted through RFX, request return authorization number, and view your account balance & submit payment remittances.

Getting Started

Logging onto RFX 1. Open a new Internet Explorer window, and type the following URL in the Address

Bar: rfx2.nygard.com

2. Type your User ID

3. Type your Password

4. Click LOGIN

Quick Tip: Need Help? Contact RFX Support 24hrs a Day/7 Days a week by calling

204 982 5587 or emailing [email protected]

IMPORTANT: Internet Explorer is the preferred Internet Browser when operating RFX



First Time Users will be prompted to change their temporary password:

Your password will must contain at least one non-alphabetic character (i.e. RFXTest123) and be between 8 to 32 characters long. For security reasons your password will expire each year.

Changing your password 1. Select I want to change my password

2. Enter your Temporary Password or Current Password

3. Type new Password

4. Retype new Password

5. Click LOGIN

IMPORTANT: If you have forgotten your password you must contact [email protected] who will expire your current password and provide you with a temporary password. You will be required to change the temporary password the next time you log onto RFX.

Help? Call RFX Support: 204 982 5587



RFX Home Page

Home Page: Main Features ORDERS: Place An Immediate (“repeat”, “immediate”, or “guaranteed available – GA”)

Order that will be shipped within 24 HRS, OR Place Booking Order for an order to be shipped in the upcoming seasons

ORDER STATUS/HISTORY: View the Order Status of all open, pending, & shipped orders submitted through RFX. Enables you to view cancelled quantities, ship dates, track shipments and view Sales Reports by Selling Season or Month

RETURNS: Request Return Authorization numbers for damaged units and view the status of submitted return requests

MY ACCOUNT: View your current account balance, access electronic invoices & credit memos, and submit payment remittances

You can order or view the product details from This Week’s Best Sellers OR take advantage of Nygård Savings by ordering from discounted product groups highlighted on RFX’s Homepage



Home Page: Side Menu

Search Orders and Invoices:

Instantly view invoices, or search for orders by PO#, Order#, Style# or division and date range.

1. Click Search Orders and select Invoice or Order Status from the drop down menu

2. Select a search method

3. Enter Invoice#, PO#, Order# or Style# or Select Division, Product Group, Fit, and Date Range

4. Click Search

5. Open the Selected Order

Note: Click here to hide the current search and return to the RFX Homepage

Order a Style:

Search and Order a Guaranteed Available (GA) Style

1. Click Order By Style

2. Enter the desired Style# and click Search (Note: All Nygård Style# consist of 9 letters or numbers

3. Order directly from the GA Order Form…(See Page 8 & 9 for details on how to place and immediate order from the GA Order Form)



Placing an Immediate Order To place an Immediate Repeat Order from the Main Menu:

1. Go to ORDERS

2. Select Place an Immediate Order to bring you to the Product Group (PG) Selector

3. Select the desired Division (Orange when selected)

4. Select the desired Product Group

5. Click to continue to the Guaranteed Available (GA) Order Summary Page

Change the selected featured item by clicking on the Keylooks at the bottom of the page OR get more details by clicking the photos of the featured items on the right-hand side

Selected Division

Selected Product Group



6. The Guaranteed Available Summary Page lists all of the previous and currently

selected product groups. Click to continue to the selected Product Group’s Order Form.

Note: You can always return to the PG Selector by clicking PG Selector beneath the Show Only Filters box or by Selecting Place and Immediate Order from the Orders menu

7. Enter the desired quantities by size and fit by clicking on the white boxes beneath

the size range

8. While saving your worksheet regularly, complete the Order Form for the selected Product Group

Note: At any time if you need to return to GA Summary Page you can click on Back to GA Summary Beneath the Show Only Box



Note: You can filter the active worksheet to show only a certain Fit or Product Class by changing the selected drop down menus in the Show Only Box and clicking Apply Selections.

Note: Order Form Features

• Cost / Retail Summary: The Order Form automatically calculates the cost and retail value of your purchase. Any discounts available will be applied to your purchase as indicated on your Order Totals Summary

• Guaranteed Available (GA) Inventory: Unavailable Sizes will be grayed out and quantities exceeding availability will be highlighted in RED when the order form is saved

• Style Detail Pop-up Window: Click the Style Photos for a larger image, fabric content, care details and colours available

9. Once you have completed filling out the Order Form: Click to return to the Guaranteed Available Summary Page



10. Select the Ship To Address & the Ship Via Courier and enter a Purchase Order (PO) number if required

11. Verify your Order Totals and click SUBMIT once finished

~ Once submitted – you will receive an email confirming that you order has successfully been submitted through RFX

Note: If you need to delete an order form click Delete for the particular product group, OR If you wish to clear ALL Order – Click Clear in the top right-hand corner



Order Status by Date Range To view your order statuses by date range from the Main Menu:

1. Go to ORDER STATUS / HISTORY

2. Select Order Status by Date Range

3.

4. Before selecting a division, select the appropriate filters from the drop down menu

5. Click Select a Division and the desired Division, Season, Product Group, and Order

(You may click on several Divisions, Seasons, Product Groups and Orders at a time)

Note: To Track a package for a selected Order – Click Track to obtain tracking information

6. To open a specific Order – Select and Click at the bottom of the page



7. The Order Summary page displays # of units and dollar value of Ordered, Shipped, Open, Cancelled and Returned units

Note: You can filter the order summary page to show only selected fits or product classes by changing the drop down menus below Order Status Detail and clicking Apply Selections

~ If required, click Summary Page above Order Status Detail to return to the Order Summary Page

Order Status Detail Page – Features

A – Click to display complete Ship To Address

B – Click to display Invoices for the selected order

C – Click to send copy by email

D – Click to view a summary of the selected order

E - Click to download UPC Codes

F – Click to display or hide your Cost & Photos

G – Click to enlarge photo and for Style Details



Order Status by Product Group To view your order statuses by Product Group from the Main Menu:

1. Go to ORDER STATUS / HISTORY

2. Select Order Status by Product Group to go to Product Group (PG) Selector

3. Select Division & Product Groups desired

4. Click to go to the Order Status Summary Page

5. Filter the Type (Booking or Repeat) and Delivery Start Dates for listed orders

6. Click on actual Order Number to open the Order Status Details… (See Page 11)

Note: To Return to the Order Status Summary Page click Summary Page above the Order Status Detail



Request Return Authorization To Request a Return Authorization (RA) or View previous RA Requests

1. Go to RETURNS

2. Select Request Return Authorization

Note: The default view is set to automatically display pending return requests entered in the last 30 Days for all division. Pending requests have been created or saved, but not submitted for approval You can the filter the Returns request page to show RA Requests by division, status (pending or submitted), and date range by changing the drop down menus in the filter box labeled Show RA Report

1. To view a previously submitted or pending return requests – Select the specific

Return Request and click NEXT

Status:

Meaning:

Submitted

Approved

Declined

Partially Returned

Fully Returned



2. To submit a new Return Request click New Return Request

3. Select to enter Return Request By Invoice or By Style Number

4. Select Main Reason for Return and Ship To address

5. Click NEXT

6. Enter Style Number or Invoice Number and click SEARCH

7. Select sizes by style & colour and click NEXT



8. Enter quantities and comments for selected styles

9. For each additional Style or Invoice repeat STEPS 7 through STEP 10

10. You may save your progress by clicking Save – once you have completed your selection of styles & quantities – Click Submit to submit your Return Request

Note: You can always return to the Manage Return Request Screen by clicking Manage Return or selecting Request Return Authorization from the drop down menu

11. Once your Return Request has been processed (Approved or Declined) you will be sent a confirmation email detailing Nygård’s B2B Return Policy and specific instructions on how to complete your return



My Account View your current account balance, access electronic invoices & credit memos, and submit payment remittances

1. Click MY ACCOUNT

Transactions and Balance Page

A – Transaction Display Filter:

2. From the Show Only Drop down menu - select desired transaction you wish to view:

Transaction Code Description

CHB Charge Back

CRM Credit Memo

INV Invoice

ADJ Adjustment

INT Interest

PMT Payment

3. Click Show Freight / GST Detail to view Freight / GST Charges by transaction

4. View or print a selected transaction by clicking on the Transaction Reference Number

You may only view and print the following transactions: (INV) Invoices; (CRM) Credit Memos & (INT) Interest



B – Account Balance Display – Displays your AR Balance breakdown based on your credit payment terms: Current Balance; Less EPD (Early Payment Discount); Past Due; 1-30 Days; 31-60 Days; 61-90 Days and Over 90 Days

C – Transaction Details - Displays the Transaction Date; Transaction Due Date; Debits and Credits; Total Transaction Amount and Accumulative Balance for all currently selected transactions

NOTE: You can print a statement of your account by clicking on upper the right hand side

Create Payment Remittance To create a payment remittance:

1. Select each transaction individually that you are paying or click on Quick Select to select multiple transactions at the same time

2. Once all transactions have been selected click Create Payment Remittance

Note: RFX will automatically calculate the total amount for the selected transactions

3. Enter a reference number if required, confirm or change the amount & date, and select a method of payment

4. Once all fields are accurate click Submit Payment Remittance

All transactions are listed by date from oldest to most recently issued. Need an invoice for a recently received shipment? Scroll down to the bottom of the page for the most current invoices.



5. Verify the pre-submission confirmation details and Click submit to confirm – if necessary click Back to modify the payment remittance information

6. Once your remittance has been processed you will receive a the following

confirmation: Our credit department has received your remittance information Your Nygård International Account will be credited upon receipt of your payment Close this window to return to My Account

Confirmation# PMTXXXXXX

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