Carlisle Connect XL

1
Carlisle Connect XL
2
Carlisle Connect XL

• Automated Ordering
• Faster Order Processing
• Error Elimination
• Cost Reduction
• Productivity Improvements

3
How Does It Work?

• Put your purchase order on a spreadsheet
• E-mail the spreadsheet to us as an attachment
• We receive and process your order
• We update your spreadsheet with our order info,
• highlight any errors and e-mail it back to you

4
Customer Requirements

• You must create an Excel spreadsheet
• Output from your software
• File download into an Excel format
• Use any spreadsheet program that can output .xls
  files
• You must have an e-mail address
• Attachment capability
• You should have a naming strategy
• Consistent but unique

5
Excel Spreadsheet

• We suggest that you use your PO Number (12345 for
  example) to name the spreadsheet (12345.xls).
  We also suggest that you consider using the PO
  Number as the Subject Line on your e-mail.
• Required Columns
• PO Number (12345)
• Ordering Part Number
• Quantity Ordered
• Your Ship-To Code - it must be consistent (can be
  blank if you only have one location)
• Carrier (leave blank to use your regular carrier)

6
Excel Spreadsheet (cont.)

• Carrier (cont.) Only one carrier per purchase
  order (if some items require a different
  carrier, special instructions need to be
  specified)
• Requested Date (leave blank if ASAP)
• Ship-From Code (your code for our location -
  leave blank to use your regular ship-from
  location)
• Optional Information
• Send notice to customer service rep.
• Special instructions for the line
• Special instructions for the order
• You may have more optional columns for your own
  usage but we will not process them

7
Excel Spreadsheet (cont.)

• Optional Information
• Machine Match
• Drop ship override (one per spreadsheet)
• Column headings are okay
• One worksheet only! Only the first one will be
  processed
• It is okay to combine multiple POs on single
  worksheet
• We will be happy to work with you if you have any
  special requirements
• Once your layout is confirmed, it should not be
  changed without re-testing it

8
12345.xls

• Additional optional columns omitted for
  simplicity

9
E-Mailing Your Order

• Use your PO Number as the Subject Line on your
  e-mail
• Attach the spreadsheet (12345.xls) to the e-mail
• Additional text can also be sent in the body of
  the e-mail. Try to keep it to a minimum -
  Special Instructions, etc. (could delay your
  order)
• Develop a strategy for storing your e-mails (and
  spreadsheets) in a way that allows you to easily
  retrieve and view them later if needed
• Provide us with a single e-mail address for
  correspondence

10
Processing Your Order

• We will send you an e-mail reply immediately so
  that you know that we have your order and will be
  processing it
• We will then extract the rows from your
  spreadsheet and create an order in our system
• Any e-mail text will also be extracted and added
  to the order as comments

11
Confirming Your Order

• We will create a new spreadsheet by merging your
  PO info with our order info (by adding more
  columns at the end) and then sending it back to
  you. This is your order confirmation.
• This new spreadsheet will be named 12345CONF.xls
• Any lines that have errors will be returned to
  you on a separate spreadsheet named 12345ERR.xls
• Each spreadsheet will be returned to you on a
  separate e-mail.

12
Confirming Spreadsheet

• The new columns that we add are
• Confirmation Number
• Line Number
• Shippable Quantity
• Backordered Quantity
• Price
• Running Total
• The subject line of the e-mail will be
• 12345 - Carlisle Order Confirmation
• Note If there were any errors on your order,
  your confirming e-mail will tell you that
  errors occurred and a separate error e-mail and
  spreadsheet will be sent.

13
12345CONF.xls

• Some columns scrunched for clarity

14
Error Spreadsheet

• Name will have ERR on the end - 12345ERR.xls
• Only one column will be added to your spreadsheet
  - Error Reason.
• Cell(s) in error will be highlighted in RED.
• Possible errors
• Invalid Part Number
• Invalid Ship-to
• Only one Ship-to allowed per PO
• The subject line of the e-mail will be
• 12345 - Carlisle Order Errors

15
12345ERR.xls

• Some columns scrunched for clarity

16
Questions and Answers

• Q. Can I have more than one purchase order on
  a single spreadsheet?
• A. Yes, but we will create a separate order
  for each PO. You will see them listed on your
  confirming spreadsheet. The running total will
  reset for each PO.

17
Questions and Answers

• Q. Can I have more than one spreadsheet on a
  single e-mail?
• A. No, we would only process the first one.
  The others would be lost.

18
Questions and Answers

• Q. What do I do with the Error Spreadsheet -
  12345ERR.xls?
• A. You may fix the errors and send it back to
  us. We will attempt to add it to the same order
  if possible. If unable to do so, we will create a
  new order. The name of the confirming
  spreadsheet will then be 12345ERRCONF.xls. You
  may also send the rejected item(s) back on a new
  PO if you wish.
• WARNING - Do not resend the original PO if any
  lines were confirmed, they will be duplicated!

19
Questions and Answers

• Q. What if I get confirmation of an order that
  I did not place?
• A. Call your customer service representative
  IMMEDIATELY. Someone could be trying to spoof
  your e-mail address. (pretending to be you)

20
Questions and Answers

• Q. What are your e-mail addresses?
• A. Order_at_CarlisleConnect.com
• Quote_at_CarlisleConnect.com

21
Questions and Answers

• Q. When I create my spreadsheet, should I go
  ahead and allow for the additional columns that
  you add when confirming my order?
• A. No. We will look for the next unused
  column and begin inserting there. We will always
  insert at the end and not change any columns that
  you create.

22
Questions and Answers

• Q. Will I always get a Confirming e-mail?
• A. No. If all lines were in error, you will
  only get an Error e-mail. Conversely, if there
  were no errors detected, you will not get an
  Error e-mail - only a Confirmation.

23
Questions and Answers

• Q. What if I choose to use something other than
  the PO Number to name my spreadsheet?
• A. You may use anything you want to name your
  spreadsheet and e-mail subject lines. We will
  append CONF and ERR to the end to denote
  confirmation and/or errors. We suggest the PO
  Number for simplicity only.

24
Questions and Answers

• Q. I never received any e-mails back after
  placing my order, what should I do?
• A. If you have not received a response after 4
  hours, please call your customer service
  representative. They will verify and/or check on
  the order in Carlisles system.

25
If you have questions, please contact 866-773-2926
26
U.S. Customer Service 866-773-2926
Canada 866-797-2358
www.CarlisleBelts.com info_at_CarlisleBelts.com