User manual

Note: i-klimaX requires the use of a current web browser (e.g. Firefox, Chrome or Edge). If you are still using Internet Explorer, display problems may occur and some functions may not be available.

User registration

You will need your user name and the appropriate password to log in. You have received both by e-mail. Open the following address in your web browser iklimax.de.

Click on the button Menu (right, top) to open the login screen.

User name and login

Enter your user name and password in the respective input field and then click on the button Login.

Registration completed

After successful registration, the licensor's company logo and your name will appear.

Logout

Note: It is important that you unsubscribe from iklimax when you do not need it.

First steps

Note: If you are registering with i-klimaX for the first time, you should first carry out the following steps to be able to send orders.

1. Check your own data for completeness and correctness.

2. Select a supplier or create a new supplier.

Projects and orders

Open project management

Click on the button i-klimaX projects in the main menu to open the project and order management.

Project overview

You will now see the i-klimaX project and order management in the function menu on the left. In this tree menu you can open existing projects, orders and create new ones. The tree structure allows you to navigate quickly through the individual projects, orders and components.

In the first place here are the projects, meaning your individual building projects. Within these projects you create the orders for the respective project.

Orders are individual calls for one or more components.

Create new project

Click on the button new project at the bottom of the tree menu to create a new project.

Project data

GEnter all necessary address data of your project in the Project Data section. The only mandatory field is the project short name. With the project short name you and your supplier will identify the named project in the further course of the project. All other fields in the Project Data section are optional at this point and can be adjusted at a later date. A change will only affect new orders, not orders already created within the project.

Supplier

Select your supplier for this project here. The list contains your previously selected or created suppliers. Note: With the manufacturer license model you cannot select another supplier. Important information for the supplier, which applies to all deliveries as such, is correctly positioned in the input field Information for the supplier, e.g: Delivery via the Frankfurter Strasse entrance.

Copy of the order

In this input field you can define a copy recipient for all orders of this project. Inform the project manager or the purchasing department about sent orders.

Technical properties

Choose here the technical characteristics for all orders of this project. You can then customize these properties in each new order within this project. If you need for this project basically components of the tightness class "C", please choose this here. All new orders will inherit these properties from the project.

Note: Some properties, especially the raw material, can cause high additional costs.

Miscellaneous

Enter all relevant information and production instructions in the field Other.

Save

Finally, click on the button Save.

Create new order

Note: The last newly created project is opened in the tree menu after saving. If you would like to create an order within another project, first select the project in question.

Click on the button new order/em> in the tree-menu; below the desired project.

Order - Data

Enter a unique name for this order in the fields Order short name and description. The name of the project does not have to be repeated for the order.

Data transfer from the project

All data previously entered in the project, such as delivery address and technical characteristics, are first taken over by the project. Please check if these data are correct for the new order. Change the data if necessary. A change of these data only affects the new order and has no effect on the project data.

Supplier and delivery date

Select the desired delivery date for your order from the calendar. The desired delivery date does not constitute a commitment. Also, no Sundays or public holidays are considered at this point. The desired delivery date should be more or less realistic.

Save

Finally, click on the button Save.

Edit project or order

Notge: A change in the data of a project only affects new orders. All already existing orders remain unaffected by a change in the project data.

Open project or order in the tree menu

Click in the tree-menu; on the desired project or an order in it to adjust its data.

Edit project data

Adapt the data of the project or order.

Save

Finally, click on the button Save to accept the changed data.

Delete project or order

Note: When you complete a project, all orders and components contained in it are also deleted.

Open project or order in the tree menu

Click in the tree-menu; on the desired project or an order in it to adjust its data.

Delete

Scroll to the bottom and click on the button delete project or delete order.

Confirm deletion

To confirm, click on the button >em> Yes, delete >/em>.

Articles and components

Create new part.

Select order

Open a project and an order via the project management. Click on the button new component.

Select article

Please choose the appropriate article from the selection list.

Save

Finally, click on the button Save.

Overview of components

Note: After you have created a component the overview of the current order appears automatically.

Open component overview

Open the parts overview of the current order by clicking on the button Parts>/em> in the tree-menu below the desired order.

Overview of components

As soon as your order contains at least 2 components, a summary of all components is displayed as the lowest position in the component overview.

Edit and delete component

Select the desired component in the component overview. Adjust the values of the component accordingly.

Save

Click on the button Save to save the new component values.

Delete

Click on the button delete if you want to delete the current component.

Confirm deletion

Confirm the deletion of the component by clicking on the button Yes, delete >/em>..

Send order

Complete data

Note: If not all necessary data for the dispatch of the order are available, the button Order shows a warning.

Click on the button to learn the reasons for this.

Order & Overview

Navigate in the tree menu to the order you want to send. Click on the button Order.

Check order

You will now see a summary of the entire order. Please check all data for correctness before sending the order.

Send order

To send the order, click on the button Send order.

Order details

Note: This function is only available for orders already sent.

Open order details

Navigate in the tree-menu to the desired order and click on the button details.

Order details

You will see an overview of the order sent. In the top lines you see the shipping time of the order and the global order number.

Reset order

Note: As soon as an order has been dispatched, all components stored for the order and the data of the order itself are blocked for changes. By resetting the order you can edit the order data and the parts again and send the order again. Resetting the order does not cancel it with the supplier. You must contact the supplier yourself to cancel the order effectively.

Open order details

Navigate in the tree-menu to the desired order and click on the button details.

Reset order details

Click on the button order reset.

Reset Confirm

Confirm the cancellation of the order and click on the button Yes, Reset.

Settings

Own data

Note: Please make sure that your contact details are stored correctly and completely. The indication of your contact data is mandatory to be able to send orders.

Settings

In the main menu, click on the button Settings.

Own data

Click in the function menu; click on the button Own data.

Adjust your own data

Please check your e-mail address and telephone number and change them if necessary. Then click on the button Save..

Component Graphic

Settings

In the main menu, click on the button Settings.

Settings Component Graphics

Here you can adjust the resolution of the component graphic. With a very high resolution display device, a higher value offers advantages in the readability of the component graphics.

Suppliers

Note: The following functions are only available in the unlimited and i-klimaX licence models.

i-klimaX supplier selection

Select the supplier for your order from the i-klimaX delivery data lists.

Supplier

In the main menu, click on the button suppliers.

i-klimaX suppliers

Click on the button i-klimaX suppliers in the function menu.

Select a supplier

You will now see a list with all available i-klimaX suppliers. Select your supplier from this list. In order to add this supplier to your personal supplier list, select the option Yes to the supplier list in the drop down menu. At the same time you can make the selected supplier your personal standard supplier by selecting the option Yes, standard_supplier in the second drop-down menu. With this option the selected supplier is automatically chosen as the first supplier for each new order.

Then click on the button Save.

Own suppliers

Note: This function is only available in the unlimited license model.

Add your own suppliers.

Suppliers

In the main menu, click on the button suppliers.

Own suppliers

In the function menu, click on the button Own suppliers.

New supplier

Click in the function menu on the button new supplier.

New supplier data

Enter the address data of the new supplier. Fields are company and e-mail, other fields are optional. Finally click on the button Save. The newly created supplier now appears in the corresponding selection menu; for projects and orders.

Edit and delete your own supplier

Own suppliers

In the function menu, click on the button Own suppliers.

Select your own suppliers

Click in the function menu on the button name of your supplier.

Edit own supplier data

Edit the data of your own supplier and then click on the button Save.

Delete own supplier

Click on the button delete supplier.

Confirm deletion

To confirm, click on the button Yes, delete.

Logout

Note: By logging out you prevent the misuse of your i-klimaX access. By logging out you also release the i-klimaX access for further use. As long as you are logged in with your account, the access is blocked for further logins. After more than 30 minutes of inactivity you will be automatically logged out.

Click in the main menu; click on the button log off.