CMI B2B Dealer Portal User Guide

CMI B2B Dealer Portal

Product Information

The CMI B2B Dealer Portal is an online platform designed for B2B dealers to access and manage their orders, products, and account information. It offers a range of features to enhance the ordering process and provide convenience to dealers.

• 24/7 Access: Dealers can access the portal at any time, allowing them to place orders and manage their account at their convenience.
• Stock Availability: The portal provides real-time information on stock availability, allowing dealers to know when stock will arrive to fulfill their orders.
• E-commerce Style Platform: The portal offers a familiar e-commerce style website, making it easy for dealers to browse and add products to their orders.
• User Dashboard: Dealers have access to a user dashboard where they can view their products, order history, and cost information relative to their dealership level.
• Returns Process: The portal allows dealers to initiate the return process efficiently by providing access to product invoices and communication with the service department.
• Invoices and Shipping Details: Dealers can download previous invoices and check shipping consignment details
• Search and Filter: Dealers can search, filter, and export CSV files of products based on various criteria such as brand, color, category, top sellers, and special offers.

Product Usage Instructions

Logging in for the First Time:

1. Visit www.cmi.com.au
2. Click on the user icon located in the top-right area of the menu bar
3. Enter your supplied username and password
4. Once logged in, you can access your profile information, addresses, orders, favorites lists, and more by clicking on the user icon again
5. To update delivery details or change your password, click on the “MY ADDRESSES” or “MY PROFILE” button on your profile page respectively
6. Remember to create a secure password with at least 8 characters, including one capital letter and one number

WELCOME TO THE CMI B2B DEALER PORTAL!
Using the CMI B2B Dealer Portal is all about making day to day business with us more convenient and efficient.
The portal helps us better support you in and out of normal working hours, and will ultimately save you time – so you and your staff can spend more time doing the things that will make your organisation more profitable.

THE KEY FEATURES OF THE CMI B2B DEALER PORTAL:

• See real time, accurate Stock Levels of all our products 24 hours a day, 7 days a week.

• Get ETA for both new and existing orders live from our logistics team, to give you an estimate on when stock will next arrive to fulfill your order.

• Place your orders for CMI products via a familiar e-commerce style website quickly and easily 24 hours a day, 7 days a week.
  No potentially missing out on stock because your order wasn’t in on time!

• Track shipments directly with Star Track, via your user dashboard

• Get accurate RRP’s and costings on each product and your order, informing you what products cost relative to your Dealership Level.

• Lodge an RA Enquiry to our Service Department efficiently to start a return process. Easily find the products invoice, lets us know the problem and our Service Department will be in touch with the next steps.

• See all your previous orders you have placed with CMI, download previous invoices and check shipping consignment details.

• Check our Online Stocklist, updated nightly. Search, filter, and even export CSV files of either filtered or unfiltered view. You can also click straight through to the product page if it is currently active on the B2B Dealer Portal!

LOGGING IN FOR THE FIRST TIME

ACCESS YOUR ACCOUNT ONLINE

• You will have been supplied a username and password to access the Portal which is tied directly to your account with CMI. You will generally be supplied a single Portal Account, but as many staff can log into that account as you wish.
• When successfully logged in, click the round user icon (in the top-right area of the menu bar) to be taken to your user profile, where you can access your profile information, addresses, orders, favourites lists, and more.
• All your standard delivery details will have been prefilled from your existing account details, but you can always double check and change these details by clicking the MY ADDRESSES button on your profile page.
• You can also change your billing address, edit your profile details, and change your password by clicking the MY PROFILE button on your profile page.
• Please remember your password shouldn’t be easy for people outside of your organization to guess.
• If you do change your password, make sure for security you include one capital letter and one number, with at least 8 characters.
• For convenience, once signed into the Portal, your account will remain signed in until you log out.
• Simply login by clicking the
• USER ICON on the top right of

CREATING AN ORDER FOR THE FIRST TIME

BROWSE PRODUCTS

• When logged into your Account, click the PRODUCTS tab on the header menu. Here you can search through CMI’s range of products and add them to your order via a very familiar e-Commerce style platform.
• You can also hover over the PRODUCTS tab to display a megamenu of different product category options.

FILTER YOUR SEARCH

• Using the Search Bar in the site-wide header menu, you can quickly navigate to your product of choice. Otherwise, just browse through our range by filtering the type of product you are after, by Brand, Colour, Category, Top Sellers, and
• Finders Keepers, our curated list of special offers, available while stocks last!
• In the product grid, you will notice badges indicating Top Sellers, New Products, and Item Status (for example, if a product is End of Life). You can also add or remove products to a favourites list by clicking the star in the top right of an individual product tile.

SEARCH SKU NUMBERS

• The Search Bar is tied into a products SKU Number as well – so you can enter your own orders at an astonishing speed 24 hours a day! Copy and paste a products SKU number into the bar and you can get your product of choice onto your screen in a flash.

VIEW PRODUCT SPECS
By clicking onto a product, you will be taken to its Product Page. Here you can see high resolution images, further features and specifications of a product, or add it as one of your favourite products so you remember it for next time.

SEE YOUR PRICES & STOCK STATUS
Importantly, you will see what your exact cost exclusive of GST will be on any available product. You will also see a real time stock indicator for our warehouse.
A product will either have Good Stock Levels, Low Stock Levels or be Out of Stock. If an item is Out of Stock, it will be backordered automatically for you to get your place in the queue.

KEEP UPDATED AS YOU ORDER
Adding a product to your “Cart” will add it to your order and you will see your Order Total change on the top right of the website. This amount shows you your Order Total Inclusive of GST. Hovering your mouse over the Shopping Cart icon will show you what you currently have on Order, clicking the icon will take you to the Checkout.

COMPLETING YOUR ORDER

CHECKOUT & REVIEW

• In the Checkout you will be able to review your order, change quantities if needed and add your Purchase Order Number to the order. For Melbourne based customers, you can also choose to arrange to Pickup your Order from our Brooklyn warehouse if you wish.

CHECKOUT & REVIEW

• Hitting the NEXT > Button will then automatically place your order into our live order processing system.
• All orders will automatically have the correct terms applied to each account upon invoice, even if ordered together. You will see a screen showing you that your order has been successful and will receive an email confirmation of your order.
• There may be a slight delay while our order processing system conducts a credit check across your accounts.
• Rest assured, if this occurs stock will still be allocated to you, your backorder registered if applicable and your order will be released as soon as possible.

AMEND ERRORS
If you feel you have made a mistake on an order, contact our Internal Sales Team on (03) 9315 2244 or your Account Manager immediately and they will be able to make any changes you need.

LODGING AN RA REQUEST

START A RETURN PROCESS

• Our Return Authority (RA) and Service Repair Requests (SV) can be submitted via easy to complete digital form. You must complete these forms BEFORE anything is sent to the CMI Service Team.
• RA means Return Authority, which is any unit that needs to be RETURNED for a credit or replacement.
• An RA request should only be completed when an item is damaged in transit, sent incorrectly or is ordered but arrives DOA.
• You will be required to enter your CMI Invoice Number and submit images of any damage when you lodge your RA request form
  • RETURN AUTHORITY (RA) ONLINE FOR M

LODGING AN SV REQUEST

START A SERVICE ORDER PROCESS

• SV means Service Order which is any unit under WARRANTY or NON-WARRANTY that needs
• REPAIRING. This also referred to as an SRR or Service Repair Request.
• An SV request should only be sent when an item requires repair. You will be required to upload an image of the customer’s original purchase receipt and submit images of the damage when y ou lodge your SV request form.
• Once you receive an SV number this number needs to be very clearly noted on the outside of the carton near the address label.
• NOTE: If you have multiple items being returned, please submit a separate SV Repair request form for each item.
  • SERVICE REPAIR REQUEST (SV) ONLINE FORM

TRACKING MY SERVICE JOBS

ALL SERVICE JOBS AT A GLANCE
Log into the B2B portal and check out My Service Jobs in your customer dashboard. Once you click on the My Service Jobs area of your dashboard, you will see a page with all of the service jobs you have under your account.

FIND SPECIFIC JOB INFORMATION
This page will show you a list of the service jobs you have. We wanted it to be really easy to find the specific job you want information on too, so we’ve made it searchable by Job No, Customer Name, Customer Number, SKU or the Serial No. When you find the job you’re looking for (or you just want to look around) you can click on a list item to bring up more information about the job you’re looking at.

TRACK JOB PROGRESS
In this area, you’ll find the progress of the job, the brand and warranty information, the service description, where the item is being repaired and when the last time the information was updated. This way – whenever you need the information, you can find it easily.

SELF-SERVICE

SEARCH & DOWNLOAD

• FOnce the page has loaded, and in each respective tab, you can search through your Shipments, Unfulfilled Orders, Invoices, and Credits.
• You can further refine your search using a Purchase Order Number, a Sales Order Number or even just search the Product you may be after – this is especially useful for finding the correct Invoice number for a Return Request.
• Features specific to each tab include:
• Tracking Shipments will display shipments from the past four weeks, even allowing you to go directly to the consignment tracker for your shipment, by clicking the displayed tracking number, beginning with the characters 4VBZ.
• Unfulfilled Orders will give ETA per order line where available, or notify you if the item is imminent to dispatch, in which case it will be on it’s way to you very soon!

GO TO THE ORDERS TAB
When logged into your account and in your Dashboard page, you will see four options are available to you: Tracking Shipments, Unfulfilled Orders, My Invoices, and Credits
Selecting one of these options will take you to a new page for that category, from which you can search, visualise, and download documents directly from our order processing system. As you can imagine, this is
A LOT of data so it can take a minute to load.

OTHER REQUESTS
Selecting Requests – RA’s, Service Requests and Assets from your user dashboard takes you to the requests page, where you can visit our online stocklist, submit a shipment enquiry, submit a request for RA, SV or Parts, and even request custom digital assets, custom stock feed, or additional portal login accounts.

VIEW, FILTER, DOWNLOAD

• Inventory Stock-On-Hand is updated at the end of each day, 7 days a week, ensuring that you have an accurate indication of our stockholding and incoming shipments at any one time.
• It’s fast, can be used on any device including mobile, and you can apply filters to a variety of options to help you find the info that you need.
• Generating CSV downloads is as easy as clicking a button. You can even choose if this CSV is unfiltered (every product in the stocklist) or filtered (only the products you have in your current view)
• Using the icon at the right-hand side, you can also click straight through to the product page if it is currently active on the B2B Dealer Portal!

PRO AUDIO SOLUTIONS

LEARN WHAT OUR EXPERIENCED PA TEAM CAN DO FOR YOU

• CMI Music & Audio represents quality Pro Audio brands that fit our strategic objective and our partners.
• JBL Professional, Adamson, Axys, Crown, dbx, Lexicon, Muller BBM, Optocore and more products provide us with a complete range of Pro Audio solutions for any application.
• Our new PA Solutions area will demonstrate applications for our product range across Retail, Worship, Education, Infrastructure, and more.
• From here, you may also reach out to our Pro Audio Team directly via the contact form at the base of every page.

CONCLUSION

As we stated before; using the CMI B2B Dealer Portal is all about making day to day business with us more convenient and efficient, help us better support
you in and out of normal working hours and ultimately save you time – so you and your staff can spend more time doing the things that will make your organisation more profitable.

• Never hesitate to let us know how we can improve the Portal and we will do our best look into your feedback.
• Now get on there, and see what it can do for you.

YOUR SUCCESS IS OURS

• If you ever get stuck or can’t find a product you are after, never hesitate to contact us at our Melbourne Head Office on (03) 9315 2244
• Message us on the Portals online chat service, or email us at [email protected] or contact your Account Manager.
• You can also check the B2B Portal FAQ section here:

CONTACT

• cmi.com.au
• [email protected]
• 03 9315 2244
• CONCLUSION
• B2B DEALER PORTAL

References

• CMI Music and Audio - Complete Distribution & Marketing Service
• CMI Music and Audio - Complete Distribution & Marketing Service
• B2B Portal FAQ
• EmailMe Form - CMI Service Requests & Return Authorisation Form

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