The details below give guidance for using the MERCHANTER demo system.  We hope you enjoy using this version of the system is for evaluating the features and usability of the MERCHANTER system.  

IMPORTANT NOTES: DEMO SYSTEM USE

• There is a common database of customers/suppliers/products/etc. that are shared with other demo users, so may be updated by them.
• Your actions in the demo system will be seen by other demo users, so only enter information, comments, etc. you are happy to be published outside your business.
• This data is demonstration data, so feel free to buy and sell items as you see fit.
• Invoicing – if you do an invoicing run all will go to a dummy email account unless you enter an email address
• The MERCHANTER demo system has been optimised to run on a desktop/laptop PC (or Mac).  It will run on a tablet/phone, but the screens have not been optimised for this yet

IMPORTANT NOTES: EMAILING & PRINTING DOCUMENTS

• Email of documents is switched to a demonstration mode, so will not send out of the system
• If you wish to email sample documents to yourself/colleagues, please use the ‘eye’ icon to view the pdf and email/print from there.  Please do not send copies outside the business
• Printing is turned off on MERCHANTER Demo

System Login

To access the MERCHANTER demo system please open a browser on device (PC, tablet, phone) and navigate to www.cloud2.ut400.net 

You have been issued with a personal demo user that you can use with the system, including setting your own personalised dashboard.  When you have your own MERCHANTER system each user can be given their own specific capabilities within their User Role.

Homepage

Top Banner

Global Search	Type in anything to search, or filter to only search customers/products/orders/etc.
New Button	Drop down to enter new items Window – launches mirror session in a new tab in the browser
Basket	Click to go to the Basket Grey if empty, blue if items in the basket
Favourites	Tag any Activity Timeline entries (Star button) you wish to set to favourites Grey is empty, Green with number of favourites
Tasks	Set tasks for yourself and other users Set reminders for tasks
Branch/Depot	Active Depot shown next to user name Active Depot will set where user is trading from, and show default stock/customers/etc. Click on Branch to select alternative branch The Guildford Depot is most commonly used The Tilbury Depot is a Quay for holding stock
User Details	Show current user and thumbnail on top banner Click thumbnail to set user details or sign out of MERCHANTER
New Window	Open Merchanter in a new tab in the browser (will be logged into Homepage)

Dashboard

KPI Tiles	Personalised to each user Click to drill into detail Grouped by Topic View Appendix for list of KPIs currently available To amend your own, click your user icon (top right) and select ‘personalise dashboard’
Activity Timeline	Filtered to your user Click ‘show Whole Company activity’ to switch to all users Blue links connect to customers, suppliers, orders, products, etc. Scroll down to autofill older entries
Recents	List of recently visited customers, suppliers, etc. Magnifying glass to search all customers, suppliers, etc. New button to add new customer, supplier, etc.