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AccountManager Registrations
AccountManager provides the ability to create and manage Registrations in accordance with the standard NEDA form, from the time they are submitted through their approval or rejection. While Registrations can be shared by all the users of an AccountManager database, your AccountManager Administrator may have set certain restrictions in place, such as allowing field sales people to only see their own Registrations.
Registrations are part of a group of documents in AccountManager referred to as Business Documents, or “BizDocs.” Other BizDocs include Opportunities, Sample Requests, RFQs, Quotes, and Design Wins. BizDocs can be used to “Copy Into” other BizDocs to save time, and link documents from one program or project together.
Creating Registrations
1. Open the AccountManager database and go to any of the “Registration” views. Click the “New Registration” button on the action bar.
2. A Registration form will be displayed pre-populated in the Header area with your name as the Owner (can be manually changed), and the current date as the Registration Date (Date Submitted).
3. In the Header area, select the Distributor and End Customer this Registration is associated with. (You may also select a CEM if appropriate, and a Representative, if that field didn’t auto-populate based on your earlier selections).
4. On the “Main” tab / “Program” sub-tab, fill in the basic information such as Program, Application, Annual Units, and Competition. Enter a Prototype Date and Production Date as well as a Program Status.
5. Add part numbers to this Registration by clicking the “Line Item” button and the “Add Line Item” choice under that. Fill in the pertinent information for that line item, click OK, and repeat as needed.
6. You may now “Save” and “Close” the Registration at this point, or continue adding additional information on the Detail Tabs defined below.
7. To email the Registration to your representative, make sure there is a contact listed in the “Contact 1” field of the corresponding detail tab. Clicking the “Email” action button will generate a new email pre-addressed to that contact with an attached copy of the Registration in Microsoft Excel format, and in accordance with the standard NEDA form.
“Copying Into” Registrations from Other BizDocs
Another method for creating Registrations, is to use an existing BizDoc (such as an Opportunity, Quote or Sample) pertaining to this sales project, to “copy into” a Registration. This saves time, and if an Opportunity is used, links the two documents together.
8. Open one of the existing BizDocs you already have for this sales project.
9. Click the “Copy Into” button, and then on the “Registration” choice underneath.
10. A Registration form will open pre-populated with the common information from the original BizDoc.
11. Fill in any additional details on the Registration as desired.
12. “Save” and “Close” or Email the Registration to your representative.
Registration Field Descriptions
(Note: The content and/or arrangement of fields on your Registrations may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
[Registrations Screenshot 1]
Action Buttons:
(Note: The dropdown choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with any questions).
|
Button Name |
Usage |
|
Close |
Closes the Registration. |
|
Edit / Save (toggles between) |
Edit – Enables the ability to edit the Registration. No changes can be made until the Edit button is clicked. Save – Saves the Registration. |
|
Print Preview |
Prepares a Microsoft Excel version of the Registration. |
|
|
Generates the Microsoft Excel version of this Registration, saves it and attaches it to the body of an email address to the person listed as “Contact 1” on the Representative detail tab. |
|
Line item |
Add Line Item – Opens a new Line Item. Repeat as needed for each additional part number. Insert Line Item – Opens a new Line Item after prompting the user for the point of insertion into the list of previously generated line items. Delete Line Item – Deletes a Line Item after prompting the user to select the corresponding line item number. |
|
New |
Account – Opens a new, blank Account profile. Contact – Opens a new, blank Contact profile. Opportunity – Opens a new, blank Opportunity profile. Sample – Opens a new, blank Sample request. Quote > Quote – Opens a new, blank Quotation. > Quick Quote – Opens a new, blank Quick Quote. RFQ – Opens a new, blank Request For Quotation. Registration – Opens a new, blank Registration. Design Win / Split Request – Opens a new, blank Design Win. |
|
Copy Into |
Your AccountManager administrator can set a configuration option to copy Line Item “Notes” into other BizDocs along with the default information noted below. Opportunity – Opens a new Opportunity pre-populated with common fields and information from the Registration. Sample – Opens a new Sample request pre-populated with common fields and information from the Registration. Quote – Opens a new Quote pre-populated with common fields/information from the Registration. Quick Quote – Opens a new Quick Quote pre-populated with common fields/information from the Registration. RFQ – Opens a new Request for Quote pre-populated with common fields/information from the Registration. Design Win / Split Request – Opens a new Design Win pre-populated with common fields/information from the Registration. |
|
Link to Opportunity |
Allows you to link this Registration to an existing opportunity. (Click the hyperlink to select from a list) |
|
View |
Emailed Items – In the embedded view, displays the emails created and sent by using the “Email” button described above. Line Items – Returns the embedded view to displaying the line items. |
Header Section:
(Note: The Account (company) links displayed in the header section may vary depending upon your company’s configuration. See your AccountManager administrator with any questions)
|
Field Name |
Description |
|
Registration Number |
System-generated Registration number. (This cannot be modified). |
|
Status |
Status of registration (Open, Closed, On Hold). |
|
End Customer |
End Customer associated with this registration. (Click the hyperlink to select. Choices are a list of your End Customer account profiles). |
|
Distributor |
Distributor associated with this registration. (Click the hyperlink to select. Choices are a list of your Distributor account profiles). |
|
Program |
End Customer’s program name. (This field is automatically populated after entering the program information on the Main/Program tab) |
|
Registration Date |
Date the registration was submitted. (Defaults to current date when creating the registration. This can be modified). |
|
Representative |
Representative associated with this registration. (Click the hyperlink to select. Choices are a list of your Representative account profiles). |
|
CEM |
CEM associated with this sample. (Click the hyperlink to select. Choices are a list of your CEM account profiles). |
|
Owner |
Person currently responsible for updating this registration. (This field can be disabled if your organization does not routinely pass responsibility between users and/or departments). |
|
Opportunity Profile (hyperlink) |
If displayed, this hyperlink will open the linked opportunity profile when clicked on. |
“Main” Detail Tab / “Program” Sub-Tab:
(Note: The content and/or arrangement of fields on this tab may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
|
Field Name |
Description |
|
Program |
End Customer’s program name. |
|
Application |
Brief description of the application. |
|
Competition |
Competitors that are also trying to win this opportunity. (This does not display on the printed/emailed registration). |
|
Annual Units |
The annual number of units (of the end product) to be produced by the customer. (Note: This is not necessarily the Estimated Annual Usage (EAU) of any one component). |
|
Program Status |
Click the hyperlink to select. (Choices populated by your AccountManager administrator). |
|
Prototype Date |
Date customer begins prototyping. |
|
Production Date |
Date customer goes into production. |
|
Total |
Calculated Total |
|
Product Liability Concerns |
Check this box if the product or application has any product liability concerns. |
|
Mfr Registration # |
Manufacturers Registration number. |
|
Date Approved |
Date the registration was approved. |
|
Expires (Date) |
Date the registration will expire. |
|
Renewal Date |
Date the registration can be renewed. |
|
Accepted Date |
Date the registration was accepted, either at your organization or the principal. |
|
Accepted By |
Person accepting the registration, either at your organization or the principal. |
|
Rejected Date |
Date the registration was rejected. |
|
Rejected By |
Person who rejected the registration. |
|
Reason |
Reason for rejection. |
“Main” Detail Tab / “Follow Up” Sub-Tab:
|
Field Name |
Description |
|
Enable Follow Up |
Checking this box includes the Registration in the appropriate Activities views, as well as on the daily follow up emails if you have enabled that feature on your AccountManager user profile. |
|
Follow up Date |
Date follow up is required on this Registration. Displays in the appropriate Activities views, and includes the Registration on the daily follow up emails on and after this date, until the document is updated, and the follow-up date is moved forward. (This field auto-populates to the number of days forward specified on your AccountManager user profile when creating the Registration. Once the date has passed, and upon editing the Registration, you will be asked if you’d like to move the date forward that default number of days again. This date can be modified at any time). |
|
Scheduled For |
Users responsible for following up on the Registration (defaults to the creator of the document). This field can be modified to include other users as well. The people listed here will see the Registration in the appropriate Activities views, as well as receive daily follow up emails including this Registration as indicated above. |
“Main” Tab / “Misc” Sub-Tab:
|
Field Name |
Description |
|
Internal Comments |
Additional comments for internal use only. Will not display on the printed/emailed Registration. |
|
Comments |
Additional comments that you do want displayed on the Registration. |
|
Attachments |
Files attached to this Registration. Can also be used to store “live” web site addresses relative to the Registration (make sure to include “http://”). |
Account Detail Tabs (i.e. “End Customer”, “Representative”, “Distributor”, and “CEM”):
(Note: The existence, content, and arrangement of these tabs may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
The account detail tabs allow you to store additional details about each company involved in this Registration. Each tab auto-populates with the company name when those companies are selected in the Header area. The field names and structure of each tab is identical as described below:
|
Field Name |
Description |
|
Company (labeled by Account Type) |
Auto-populates with selection made on Header (i.e. End Customer company name is populated on “End Customer” tab, Distributor company name is populated on “Distributor” tab, etc). Account’s address and phone information is displayed to the right. |
|
Account Manager |
Field/Outside salesperson/people assigned to this account. |
|
Contact 1 |
Primary contact at this account associated with the sample. Click the hyperlink to select. Contact’s phone and email information displays to the right. |
|
Contact 2 |
Secondary contact at this account associated with the sample. Click the hyperlink to select. Contact’s phone and email information displays to the right. |
|
Territory |
Auto-populates with the Territory specified on this company’s Account profile. |
|
Category |
Auto-populates with the Category specified on this company’s Account profile. |
“Principal” Detail Tab
|
Field Name |
Description |
|
Representative |
Auto-populates with your company’s information. Phone and address information displays to the right. |
|
Prepared By |
Auto-populates to the user creating the Registration. Phone and email information displays to the right. (This field can be changed to another user, if desired). |
Embedded View:
The embedded view displays either the line items for this Registration or the emails that have been sent from the Registration (using the “Email” action button). Use the “View” action button to switch between Emailed Items and Line Items.
Registration “Line Items”:
(Note: The Line Item fields and field names may vary depending upon your company’s configuration. See your AccountManager administrator with questions)
[Registrations Screenshot 2]
|
Field Name |
Description |
|
Mfr Part Number |
Manufacturer’s part number. (If your company uses the Part Number Lookup database, this could be a clickable hyperlink, allowing you to select the part number from a list, and populate the Product Line and Description fields. See your AccountManager administrator with questions). |
|
Product Line |
Product Line or category. |
|
Description |
Description (often technical) of this part. |
|
Qty/Unit |
Qty of this component used in each of the end customer’s units/systems. |
|
ASP |
Average Selling Price. |
|
R/A |
R = Registered or A = Associated |
|
Registration Level |
Registration Level for this component. |
|
Value 1st Yr |
Estimated value in first year of production (“Qty/Unit” x “Annual Units” x “ASP”). |
|
Notes |
Additional notes pertaining to this line item. These do display on the Registration when printed or emailed. (Your AccountManager administrator can enable a configuration option to also copy these notes into other BizDocs using the “Copy Into” button). |