TheEdge

Instructional Presentation

Information contained within this presentation is proprietary to SunAmerica.

Marketing Materials Order Management System

What is TheEdge?

TheEdge (the System) is a Web-based internal order management

system used to facilitate all orders of SunAmerica marketing materials.

Access to the System is limited to employees (primarily sales, marketing

& operations).

The System is updated with information from eleven internal

SunAmerica databases to allow for retrieval of Broker, Policyholder, and

Employee information.

For help with using TheEdge, contact distribution@sunamerica.com or

call the Distribution HuntLine at (818) 251-4877.

Features

Broker, Policyholder, External Wholesaler, or Employee shipping information is

automatically displayed to eliminate manual entry.

Catalog viewing is customized for each client, which makes materials retrieval

easier and faster.

Many of the pieces can be viewed using Adobe Acrobat Reader, software already

loaded on user workstations.

Depending on file size, some materials can be emailed, downloaded, and/or faxed

directly from the System, saving delivery time and production and shipping costs.

Users receive automatic email confirmations for new orders Created, and orders

Shipped.

Complete, online viewing of orders is available by client, by confirmation number,

or by the order creator.

Using the System

Employees may navigate to the System by following the link “EDGE Ordering

System” available on the SunAmerica Connect intranet homepage. Alternatively,

they may enter the URL https://edgesunamerica.com into the browser address

bar.

By selecting a Broker, Policyholder, or Employee, the Catalog automatically

displays Marketing materials specific to that Client.

Browsing the Catalog, the user can order items to be delivered via email or fax,

and if shipment is necessary, via regular post using UPS shipping services.

After placing a shipment order, the user will receive an email confirmation in their

Outlook Inbox.

The System can be accessed at any time to check real-time shipment status for

any order.

Multiple shipping addresses can be stored for any client and are accessible by all

other users of the System.

About the Interface

There are seven, step-by-Step Navigation Tabs:

• Welcome

• Select Client

• View Catalog

• View & Submit Order

• Order History

• View Profile

• Marketing News

Follow along while each is explained.

To go back or forward at any time,

select the presentation navigation

buttons at the bottom, left side of

your screen.

Welcome

From the System homepage, enter your Login ID.

To get a Login ID and password, send your request to

OMSProductionSupport@SunAmerica.com.

Enter your Password. Passwords are case sensitive.

You have up to three attempts to enter your password

correctly. If you forget your password or become locked

out, call the Help Desk at x4455.

Never share your ID with Anyone.

Selecting a Client

BrokerSelect a specific Broker by Name, Social Security Number,

Appointed States, or by Sales Relationship.

PolicyholderSelect a Policyholder by Policy Number, Social Security

Number, or Name.

Self ServiceSelect Self Service Client to view all materials in the Catalog.

Items ordered for shipping will be delivered to your office, or to

an alternative person/address you select or create.

External WholesalerSelect an External Wholesaler by Name, Email Address, or by

Sales Division.

Registered EmployeeSelect a Registered Employee, those registered as a user of

TheEdge Order Management System, by Name, Email

Address, or by Department.

After logging in, the System will automatically navigate to theSelect Client tab where you can Narrow the Catalog by Client Type.

Viewing the Catalog

To view a specific Catalog Item, enter the Item Number,

Title, or some or all of the Item

Description in the Search Entire Catalog field.

You can use Firm Approvals to adjust the

catalog view for policyholders, brokers, or specific states.

Select a State to show only materials available in a

specific State.

Or Select an Item Type to show only material of a

specific type (ex. Brochure, Sales Idea, Presentation, etc.)

The Catalog has been organized into categories, so items may also be found by clicking and following these category links

Viewing by Catalog Categories

Select a Main Category from the top row to begin

the catalog navigation process. Making a

selection will display a set of subcategories along the

left side of the webpage.

Continue to drill-down

through the Sub Categories until the

desired material is found

Viewing by Item Type

Narrow the catalog by

selecting an Item Type

from the Select Item Type dropdown box

If you use the Select Item Type dropdown box before

selecting any Categories, then you will be shown a list

of ALL matching items in the entire catalog.

Choosing an Item Type while navigating through the

categories will filter the categories, but will not

present you with a list of matching results.

Viewing by Item Type - Show All Items

Narrow the catalog by

selecting an Item Type

from the Select Item Type dropdown box

Clicking the dropdown box will show the list of

available item types

Click on an Item to select it and then click the Go

button to view your list of results

Viewing by Item Type - Categories are Filtered

Notice that some categories have disappeared.

Filtering by Item Type will display only those

categories that contain

those Item types.

As you continue to drilldown through the categories, you

will notice that only those categories that will lead you

to an item of the selected

Item Type will display.

Viewing by Item Type - New Links

A new Reset Item Type link will appear. Click on

this link to reset the catalog to its original state.

A Return to Results Page link appears. Click on this link at any time to return to

this page which shows ALL of the items for the selected

Item Type

Search Entire Catalog

Type in all or part of an Item

Number or Item Name in the Search Entire

Catalog field to display Items that match that

criteria.

KITPAD1G

Firm Approvals

Click on Firm Approvals to narrow the Catalog using these selection options:

Under the Select Member Type, choose Self Service to return the Catalog to

displaying all materials.

By selecting Policyholder, only Items available to policyholders will display in the

Catalog view.

Choose Broker/Dealer and then select

a Broker/Dealer group to narrow the Catalog to display only Items available to

that firm; further narrowing by selecting specific States or clicking Select All option.

Royal Alliance

Press Go to view the Catalog using the selections made.

Item Selection

Press View/Print to view the Item in Adobe Acrobat Reader, print

thereafter.

To email an Item, Press Email. Separate multiple addresses with a

comma (,) and no space.

To fax an Item, Press Fax; omit parentheses, dashes, and spaces.

To save an Item to your hard drive,

Press Download; files will be saved in PDF format.

To ship an Item, Enter a Quantity

into the QTY box and then Press

Add to Order.

Select View & Submit Order to view the list of ordered items.

Viewing & Submitting An Order

Select View & Submit Order tab to view a list of

ordered items.

Make any changes to the

Order Quantity or Press

Remove to delete an Item from the list and Press

Update Order to save your changes.

Press Continue Ordering to return to the Catalog.

Press Complete Order to review shipping address and

delivery options.

Submitting An Order – Address Information

The Ship To address will default to the primary address listed in the

internal profile for the Client.

If the order will be shipped to a different address that won’t

necessarily be used again, Press

Create One-Time Ship-To and enter the shipping address

information.

To select a different address already stored, or to create new

addresses to be used again in the

future, Press Select Different Address. All addresses entered

are accessible by any other System user.

Completing An Order – Delivery Information

Complete the Desired Delivery Date. Click the Calendar button

and select a weekday for the shipment to arrive.

The default setting for shipping

carrier is Best Way to Meet Date. Leave this option and the most appropriate service to get it there by your desired date will be

decided for you.

Select SunAmerica Expedited to choose UPS expedited shipping services.

Select Other Expedited to select other overnight service

providers. You must provide an express service account number,

and some express providers will not deliver to a PO Box.

Submitting An Order

An order confirmation can be sent via email to the order recipient by

entering an email address in the

E-mail field. Separate multiple addresses using a comma (,) and no

space.

Deliver to second floor Shipping Room.

To return to the Catalog, Press

Continue Ordering. To change an order quantity or remove an item

from the order, Press Modify Order. To submit the order, Press

Submit Order.

You can enter a brief message in the

Message to your Client field; this information will also appear in the

email order confirmation.

Once Submit is pressed, the order prints, is packed and ships. For this

reason, we cannot cancel orders. Users should verify all

information before pressing Submit. If an error is discovered, another order

will have to be placed.

Power Order

A an alternative way of ordering materials from TheEdge is through Power Order.

Power Order is a simplified way of submitting orders. Some of the benefits of Power

Order are:

Streamlined order entry process

Uses only a single screen for order entry

Shortens total time needed for submitting an order

Includes ability to ship to multiple addresses in single order

Click on the “Place Power Order”

button to begin the ordering process

Power Order - Getting Started

Power Order - Landing Page

The Power Order landing page displays showing

• Shipping Details

• Desired Delivery Date

• Message to your clients

• Item Search

Power Order - Search

Begin the ordering process by searching for the desired materials.

You may enter the name of the item, or enter the item # of the material, and then click on the Search/Add link.

If the search finds that only one item matches the search criteria, then the item is automatically added to the cart.

Power Order - Search Results

If your search finds several possible matches, add the desired item to the cart by entering the qty in

the Qty box and then

clicking on the Add to Order link.

You may add a single item to the cart, or multiple items with a single click.

Power Order - Search & Add to Order

When you know exactly what you want to order and need to place it in as little amount of time as possible…

You may add an item and the desired quantity to an order with one “click” by entering an exact form number for the catalog item to be ordered.

Power Order - Search Results & Add to Order

When you have an exact match against the catalog item number with a quantity entered, both will be reflected in the order detail as shown here.

Power Order - Calendar

Once you are done adding items to the cart, you will be required to enter the date that you wish to have the order delivered.

Click on the

Calendar link to display the calendar

Once you click on a desired date, the calendar will close and your delivery date will be saved to the order

Power Order - Order Summary

After all required items are added to the order and the delivery date has been established, you are ready to submit the order.

Before submitting the order, you may specify an e-mail address for receiving e-mail confirmations of your order. You may either enter your e-mail address, or someone else, or just leave blank if you do not wish to receive any e-mail confirmations for this order. Multiple emails addresses are supported when sparated by a comma.

When ready to submit the order, click on the

Submit link

Order History – Client Search

Select the Order History tab to view

order history by Client, including Brokers,

Broker/Dealers, Policyholders, or by

other Employees using the System.

To search for a Client,

Select Order History By Client

and Choose the type of Client you wish to

search.

In this example, the search will be for a

Broker by the name of ‘Susan Huffman’.

Once the listing

appears, Order History is selected.

Huffman Susan

Viewing Order History

Filter order history by

Status and/or by a Date

Period. Press Search to display all orders that meet

that criteria.

Your can view the original

order by selecting View Details.

To view Order History for a specific Order, Select

Order History By Confirmation

Number and enter the Confirmation Number.

To view History of all orders placed by yourself,

Select View My Order History.

Viewing Client Profiles

Select the View Profile tab to display details for the current

selected Client

Select the View My Profile to display

details for yourself, the logged-in User

Select Address Book to display, add, or edit

address information for the selected profile.

Marketing News

Select the

Marketing News tab to view current

information about the system and other announcements.

Learning More

Review the FAQs (Frequently Asked Questions) at the bottom of any screen

for the most current information about the System.

If you have any questions about how to use the System, check with a Team

Leader on your floor.

If you discover an error in a product listing or System feature set, send an

email to Distribution and explain these three points:

What navigation steps did you take leading up to the error?

What did you expect to see displayed?

What did you actually see?

This will help the Team recreate the experience and handle the problem appropriately.

If you have a suggestion or believe that you can help in adding to the FAQs,

feel free to send an email to Distribution describing your solution.

Place An Order!

You are now ready to start placing orders using

TheEdge.

Final Note

To log out of the System,

Select Logout at the bottom or the top of any

page while in the System.