Veritas Web Form Ordering Sterling Web Form Ordering
Veritas Web. Form Ordering
Sterling Web. Form Ordering 1. Login to Web. Form: https: //www. sterlingwebforms. com/Web. Forms § Enter your Username and Password 2 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 2. Once you login you will be prompted to the below screen. To place an order follow the following: § Under the header, choose Create Forms click on Veritas select Order 3 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 3. Click on the appropriate request Order Type • Veritas Media Pack Order Form • Veritas Order Form (all other type except media pack) 4 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 4. Order Information • Bill To Name will default to the name you gave at registration. • Populate P. O. Number without spaces • If applicable, populate the Deal Approval ID, Deal Note, Quote ID, or Contract # (Veritas Agreement Number (VAN) or approved Legacy Contract Number). üNote: *Red asterisk=mandatory item **Blue asterisk=conditional item 5 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 5. Select or populate the Name, Address and Contact Information • Populate Ship To Information • If applicable, populate End User & Reseller information ü Note: For orders that contain physical product, a Phone Number in the Ship To details is mandatory. 6 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 6. Based on Customer Information, the EPCI/GMP fields will appear and become mandatory. 7 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 7. Order Notes • If any comments are relevant add them in the Order Notes field, otherwise leave it blank. • Note that any comments in this field will prevent your order for Auto-booking and will add extra cycle time on processing. 8 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 8. Line Items • Select or populate the Line Items information per your Purchase Order 9 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering • 8. Line Items (Continued) • Populate the mandatory* fields manually or choose items from the catalog: Veritas Part No • The Hosted field will auto populate based on the product • Description will usually auto populate. If it doesn’t and a warning message appears on your screen click ok and leave the field blank. See below: • Manually enter the Quantity and Unit Price • Transaction Reason only applies for Hosted products • Enter SC Renewal ID or IB Reference if is necessary for the product you are submitted 10 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering • 8. Line Items (Continued) • If applicable, check the Co Term (Yes/No) field, and add Requested Start Date and End Date • If applicable, add Attachments. • Once all fields have been selected or populated appropriate, Save as Draft or Submit. Saving a draft allows you to go back to the draft at a later time or simply save as a template for common customer request. • If 1 you click to Save as Draft you will be prompted to the following window to save your order. 11 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering • 9. Submit the order • 1 Once you click on Submit, a window will appear pending your confirmation: • 1 Always Save the draft for future reference or re-use then click Continue. 12 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering 10. Warnings and/or Errors • Warnings and/or Errors may occur when submitting the request. If they are Warnings, you may proceed by clicking Continue 13 Copyright © 2016 Veritas Technologies LLC
Sterling Web. Form Ordering • 10. Warnings and/or Errors (continued) • If they are Errors, you must Return and correct the issue before proceeding 14 Copyright © 2016 Veritas Technologies LLC
Thank you! Copyright © 2016 Veritas Technologies LLC. All rights reserved. Veritas and the Veritas Logo are trademarks or registered trademarks of Veritas Technologies LLC or its affiliates in the U. S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.
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