MyAdvantech User Manual

MyAdvantech User Manual

MyAdvantech Team

Table of content

How to log in to MyAdvantech

Add/Edit favorite functions

Switch between new and previous MyAdvantech

Switch company ID (Only available for specific customers)

Create user account for customers (Advantech Employee & Account Admin Only)

Find technical documents/ details of the product

Register Project

eCard

Marketing Material Search

Online ordering

Place component orders

Place system orders

Search price & availability

Order tracking

Find stock in Advantech HQ warehouse

How to log in to MyAdvantech?

For Customer:

When your point of contact register an account for you, you should

be able to find account & passwords in the notification email. Please

log in to MyAdvantech with the credential.

For Advantecher:

Use the account & passwords of your employee zone and mind the

email domain, e.g. @advantech.com v.s. @advantech.com.tw

https://my.advantech.com/

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Homepage navigation

Add/Edit favorite functions[Back to table of content]

1. Click on the “Oops…”

2. Check the functions you need.

3. Click “Save” and you will be redirected back to homepage.

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Add/Edit favorite functions[Back to table of content]

You can always change your favorite functions by clicking “My Favorite” on the homepage or in the user menu.

Switch between new & previous MyAdvantech[Back to table of content]

On new MyAdvantech homepage, you can lick “Previous Version” to switch to old version.

On old version MyAdvantech, you can always click the logo to access new homepage.

Switch company ID (Only available for specific customers)

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For customers who is able to switch the company ID to your subsidiaries, please click “Switch Company ID”. A list will show up.

Click “Pick”, and you will be switched.

Create user account for customers (Advantech Employee & Account Admin Only)

Create user account for customers (Advantech Employee & Account Admin Only)

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You can access all the admin functions at by clicking Admin Tools.

Create user account for customers (Advantech Employee & Account Admin Only)

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1. Go to Account Administration

2. Please check whether the user email exists in CRM.

If you find the email and “Has Login” is N, click “Create Login”.

3. If you don’t find use email in the list and need to create a new

user account, please click “Register New User”.

Column explanation

[Edit] You can edit the passwords, user information, and access

permissions to some modules.

[Disable] You can not delete the user on MyAdvantech, please use

Disable button to remove his access to the platform instead.

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Create user account for customers (Advantech Employee & Account Admin Only)

1. Please fill in the form accordingly. For function access control, please reference table at below:

2. You can choose whether you want to send email to the user by checking the box.

PermissionOrder

Tracking

Quotation

History

Place Orders/

Cart History

All Project of

the Account

See

Discount

Manage User/

Assign Admin

Can see order Yes Yes

Can place order Yes Yes Yes

Can see cost Yes

Account admin Yes

Can see project Yes

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Find technical documents/ details of the product

Find technical documents/ details of the product

Search directly on the home page search box. An auto-complete menu will help you choose the part nubmer

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Find technical documents/ details of the product

Click on the product name. You will see complete details and information of this product.

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Place Component Orders

Place component orders

If you are familiar with Advantech products, please

start your search by entering model name or part

number in the home page search bar.

If you don’t need technical documents during the

search, please use “Check Price and Availability”.

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If you are new to Advantech products, please click on

Search By Product Category and find the product step

by step.

Place component orders

1. Click “Check Price” and “Check Availability” to get price and available stock before clicking “Add to cart”.

2. You can also add product in the shopping cart.

3. After adding the products to the shopping list, you can add “Extended Warranty”, “Qty”, “Request Date”, and “Customer PN” for each item.

4. Click “Check Out” and move to next stage.

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(Optional) If you want to save the list and order the similar content next time, you can

give the list a name and click “Save My Cart”. You will be redirected to Cart History page,

you can click back to last page on browser and continue to edit your order.

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Complete the order

1. If you have other ship-to address, you can click “Pick” and

choose the one for this order. If you can’t find the ship-to

address you need, please contact your sales or sales

coordinator team and ask them create the address for you.

2. Please fill in the order information accordingly. There are

different fields in different region, if you are not sure how to fill

in, please contact your sales or sales coordinator team.

3. Click “Next” at the bottom of this form.

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Complete the order

Preview your order and click “Next”.

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On the last page, you will be able to review the terms and conditions.

Click “Confirm Order” to complete the ordering.

Place System Orders

Place system orders

Click “System Configuration” in online ordering.

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Place system orders

1. Choose the system you want to build.

2. Select the BTO and input the quantity you need.

3. Click “Config”

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Place system orders1. Check the components you want to add to this configuration.

2. You can find the content in the float list.

3. You can add optional services and extended warranty here.

4. Click the button and move to shopping cart.

5. You can add several config. in one order. One configuration will be groped with a serial number, e.g. BTO 1: 100, 101…199; BTO 2: 200, 201…299.

6. Click “Check Out”. For rest of the steps, you can reference [Complete the order].

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Search Price & Availability

Search price and availability

If you know Advantech product very well and no need technical document during the search. Please use “Price & Availability” to find price and available

stock.

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1. You can review the available stock table and details to help you make order decision.

2. In other information column, there is Inventory Level. Please check the definition table at below.

3. You can see the unit price for you company.

4. Click “Add2Cart” and move to shopping cart.

5. Click “Check Out” to complete the order. For rest of the steps, you can reference [Complete the order].

Search price and availability[Back to table of content]

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Inventory Level Definition

A Significant material

A+ Regional hot selling material

B+ Medium significant

C Low Significant

D Bottom 5% shipment items

V New product

Order Tracking

Order tracking

In “Order Tracking”, there are many tools to help you track the orders.

Order Tracking

• Back Order: The orders are not shipped out yet.

• Invoice: The orders has been shipped.

• Forwarder Number Tracking: You can find the shipping progress

by clicking the link.

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Shipping calendar

You can have an overview for the shipping on the calendar.

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My dashboard

In MyDashboard, you will be able to see line chart for all

of your shipment. The chart will provide you an overview.

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Find stock in Advantech HQ warehouse

Search price and availability

If you want to check the stock in Advantech HQ warehouse, you can find it in “Check ACL Availability”.

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Project Registration

Project Registration

If you are working on projects with

Advantech, you can click “Register Project”

to submit a new project.

[Steps]

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You can see all projects of your company

in “My Projects”. This function is only

available for users who has access

permission of “Can see project”.

[Steps]

Opportunities module is only

available in Europe.

For users based in EU, you can

find the opportunities from

Advantech Sales.

Register Project1. If you are a channel partner, please select the “End customer” by search the

name here. When you find the customer, please click “Pick”. Some info will be

auto-filled and save your time.

2. If you can’t find the end customer in our database, please fill out the

customer information fields.

3. Please fill out the project details and the products you request for this project.

4. Choose the “Send to sales”. Usually, he should be the one who communicates

with you all the time.

5. Click “Submit” and wait for approval from sales or sales coordinator.

After Advantech sales approves/rejects the submission, you will have a

notification email.

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My Projects

1. You can review the project status here.

2. If you want to update the project status, please click project's name.

This module is only available for the users who has access of “Can See Project”. If you need the access permission, please contact your Advantech point

of contact.

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eCard

eCard[Back to table of content]

1. Switch language

2. Choose the card template

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eCard[Back to table of content]

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1. Edit subject and add card recipients.

*Tip: Suggesting sending yourself a testing card first.

2. Choose sample greeting

3. Edit content and click ‘Send immediately’ or ‘Preview’.

Should you find issue using eCard system, please contact

MyAdv.Helpdesk@advantech.com

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Marketing Material Search[Back to table of content]

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1. Access to the page via new URLs:

https://marketing.advantech.com

2. Or through Support & Download Tab, you

will find a revised section “Marketing

Materials”

Marketing Material Search[Back to table of content]

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1. You can enter any keywords in the search

bar and multi-select different file formats

2. Also, you can utilize the “Search By Product

Category” function to precisely search

product marketing materials

Marketing Material Search[Back to table of content]

After clicking “Search By Product Category”,

you will be able to further select product

line under each category

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