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Workbook

TOPEC IS

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Workbook
TOPEC 7 IS
Getting started with TOPEC Integrated Sales

Task: Introduction to TOPEC IS


Indicate whether or not you agree with each of the following statements by ticking ‘yes’ or ‘no’, and be
prepared to explain your answers to your fellow students.

Yes No

1. Tool for use by your customer

2. TOPEC provides final lease prices

3. Truck configuration tool

4. Tool exclusively for truck offers

5. Program incl. an R&M and lease price specification for the customer

6. Central customer database

7. R&M contract management system

8. Current product specifications (latest specifications)

9. Latest software version

10. Customer Relationship Management system

11. Integrated price specification tool

12. Internal administrative solution

13. Provides assistance with optimizing your sales proposal

14. TOPEC provides you with the latest chassis and option prices

15. Help configuring a new truck

16. Database of pre-owned vehicles

17. Provides assistance with customizing a professional offer

18. TOPEC is just a back-office tool

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Task: logging in
Log into TOPEC Integrated Sales through the following link: https://cert-eportal.daf.com, use the login
details shown on the card on your laptop.

After logging in, click the ‘TOPEC’ link.

You now see the following screen:

If you are unable to log in: notify the trainer!

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Task: Van Dijk Logistics B.V.
Open a new file and name the file: Van Dijk Logistics B.V.

Now click the ‘button’ shown at the right and enter the
following customer details.

Customer details:
After clicking the ‘Customer details’ field and clicking the ‘+’ below customer details, enter the search
term ‘van dijk logistics’ and press Enter or click ‘Search’.

Select the following option: Van Dijk Logistics Venray B.V.

Now enter the following contact:

Bert Schepens
Head of Purchasing
Tel.: 033-4642564
bert_schepens@vandijk.nl

Adding customer logo:


Look for the company logo on the internet and add it to the ‘Customer details’ section. To do so, click
the following button:

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Bert Schepens is very impressed by your presentation and shows a clear interest in the following
vehicles:

He plans to invest in two more DAF trucks for his international transport activities. The customer
drives 120,000 km/year.

Click the button shown here to enter a vehicle:

Use the following data to enter the vehicles:

Data to be filled in

Business segment Long distance

Application General (dry freight, pallet loads)

Body type Curtainsider / tarpaulin

Cab type Sleeper cab

Operating area Western Europe operating area

Trip type Distribution 1 to 6 drops

Expected annual distance 120

Truck type Tractor

When you have entered these particulars, scroll down the page a bit and click the following button:

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Select the XF 440 FTG and add this by clicking the following button:

Once you have selected the vehicle you will see the image shown here.
Click the spanner icon and add the following options:

• Super Space Cab


• Driver's seat: Luxury Air
• MX-13 460 hp
• AS-Tronic, 12 speed
• Predictive Cruise Control
• Aluminium fuel tank 500 l RH, height 700 mm
• Metallic cab colour: H3940MERD (use the
search function for this)
• Fixed roof spoiler

TIP: Save the file on a regular basis to avoid the risk


of losing any data. Do this with the button
shown here. You will find this button at the top
of the page!

Note: Remember that this customer wants two vehicles!


Add this with the button shown here.

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Task: changes
After a conversation with the customer, a few more settings need to be made in the configuration
section. Enter the following changes!

First, the customer wants a high air intake with cyclone filter.

Use the following field for this:


(on the left side of your screen)

Use the search term: cyclonic

Add the option.

Once you have added this option you will see the icon shown below appear at the end of the text.

What does this icon indicate?

The customer also wants a night lock for his drivers. Search for this option and select it.

The customer would also like to have an audio system installed in the vehicles. An agreement will be
made with the dealer that they will install this. Create a dealer option only for this vehicle. Use the
button below.

Then click the button shown here.

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Use the information below to create the dealer option.

• company feature: audio system


• option code: 00010
• description: MP3 player
• supplier name : Philips
• material cost price: €100
• labour price: 1 hour x €70
• discount percentage: 10%
• sales price: €270
• lead time (in days): 1 day

Add the dealer option to the file.

The following image is found in the top-right corner


of your screen:

What does the icon with the ‘bell’ mean?

Save the file!

What happens to the icon now?

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In the bar where you just created the dealer option you also see the following button:

What does DAF Third Party Work mean? And do you have examples?

Click the following text:

You are now back in the ‘main menu’.

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Task: quotation

On your screen you see the image shown here.


Click on the icon you see indicated.

This is the ‘quote’ icon.

Click the following on your screen, in the order shown:

2
3

What happens?

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Complete the table below:

Data to be filled in

List price

Customer discount

Net sales price

Now click the button shown below on your screen.

Naturally you want to request an SDA for these two vehicles. Click the following on your screen, in
the order shown.

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Enter an updated SDA of: €30,000.

And enter the reason you want to request a higher SDA.

You see the following on your screen.

What do the abbreviations mean, and why would you select them?

Click the button shown at right and then ‘OK’!

Open the SDA page again.

You see the following on your screen.

What does the stand for?

You have received an SDA approval from DAF accompanied by the following approval number:
431276

Now click ‘OK’ at the bottom of the screen!

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Save the file.

Click the following line:

You are now back in the ‘main menu’.

Click the following button in the ‘main menu’:

Then click ‘Customer reports’ in bar below.

Select ‘Proposal’ from the ‘Reports’ options. See the example shown here.

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In section 3 ‘Generate offer’, enter the following information and tick the two selection boxes.

If you choose ‘I will send this report to the customer…..’, will this actually be sent immediately?

Then click the button shown here.

What happens?

You can now discuss the offer with your customer!

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Task: Fontys Transport
You are now going to start a new order for a new customer.

Create a new file with the name: Fontys Transport B.V.

Enter the following details:

Fontys Transport B.V. is a distributor for various clients. The company is specialized in distribution in
urban areas and in particular supplying shops like Blokker and H&M and Lidl supermarkets.

For a new Fontys Transport customer Mr Van Grootel is looking for a new truck in his customer's
colour. Mr Van Grootel's preference is for a rigid truck. Mr Van Grootel would like one truck for every
customer. It is important to achieve maximum utilization of the truck and that all the legal time
windows for loading and unloading can be used.

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You can assume the following characteristics when selecting the vehicle:
• dry cargo on pallets
• rigid body, required body length 7 metres
• day cabs
• 7 to 15 delivery points (drops)
• operating area is ‘the dutch operating area’
• estimated annual kilometres: 80,000 km
• a taillift is a plus (the taillift must be able to support at least 1500 kg)
• load capacity 10 tonnes
• a hand pallet truck is included among the standard vehicle accessories

Mr Van Grootel has indicated he wants the following options:


• fog lamps and cornering lights
• basic roof spoiler
• side collars
• driver's seat armrest
• silent – mode
• colour code: H3723MEGY.

Now click the DAF option ‘cab interior’ and look for the feature: ‘roof hatch and control’.

You should see the following on your screen:

The top option is shown in green, options 2 and 3 are in black and the last option is in grey.

What do these different colours mean?

Now select: ‘Aluminium roof hatch, electric control’ regardless of the consequences.

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Now locate the following icons on your screen and explain what they indicate and their purpose.

Your screen will also contain the information shown


at the right.

Now click the text ‘Fog lamps and cornering lights’ (1).

What happens?

How can you go back to the DAF option list? 1

Now click ‘AS Tronic Full’ on your screen as shown


in the figure to the right (2).

Which options can you select without losing other


settings?

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After discussion with Mr Van Grootel it is agreed that you may include a ‘warranty plus, drivetrain 3
years, no kilometre limit’ in the offer. Select this option in TOPEC IS.

Mr Van Grootel has also agreed to let you include extended service intervals as an option.

In your selection screen you see the following:


(see figure to the right).

Why is the text of the ‘Service interval: extended’


shown in blue?

If you go back to the option (see figure below) and


click the three squares, what can you now select?

Try the options!

If you go back to your selection screen again you


will find the options shown at the right.

Describe each of the two options.

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Click the text shown here on your screen.

You are now back in the TOPEC IS ‘main menu’ again.

Mr Van Grootel calls with good news. He has managed to win another, similar customer and wants
you to add a second truck to the offer you are putting together, with all features identical except the
vehicle colour. This one has the colour code: H3319YELL.

Complete the following steps.

1. Change the vehicle quantity to 2.

2. Click the ‘delivery schedule’ icon.

You now see the screen shown below.

3. Click the icon indicated in the picture above.

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Once you have clicked it, you see the screen below.

4. Select the 2nd order line and then click the button shown here.

5. Split off the order lines.

6. Then click ‘file’ at the top of your screen.

7. You now have an additional vehicle.

8. Customize this vehicle.

You now see something similar to the image below on your screen.

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Explain what the following icons are for:

In the overview you see the icons indicated below:

Which of the two is active? And what does this indicate?

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Click the text shown here on your screen.

You are now back on the main screen.

Click the icon shown to the right.

This takes you to the ‘delivery schedule’ field.

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Enter the following details:

Data to be filled in

DMS order number 18032

Reference end customer 001FontysTr.

Click OK!

Now select the order line and send the order.

You get the following information back from DAF:

DAF order number: 045637

Confirmed construction week: 40

Fill these in.

Mr Van Grootel changes his mind again after ordering the truck!
He forgot to order the truck with ‘Automatic Temperature Control and airco!

Change the vehicles. Make any necessary recalculations, and send a new version.

Save the file!

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Exercise: Edense Betoncentrale

You are now going to start a new order for a new customer.

Create a new file with the name: Edense Betoncentrale

Select the customer.

You have the following details for your contact:


• Gerjan Harthoorn
• man
• position: controller
• telephone number: 06-54343412
• email: g_harthoorn@beton.nl

The vehicle will be driven onto building sites to supply them with concrete. The current Edense
Betoncentrale fleet consists exclusively of Volvo Trucks. This offer represents the opportunity for your
dealer to sell DAF! Practice has shown that the truck is loaded with concrete at the concrete plant and
then has one delivery point before returning to the concrete plant. On average, the vehicle is filled 6x
per day. The volume of the mixer is 9 m3.

Here are some additional vehicle data and customer requirements:


• engine PTO, flange 100
• AS-Tronic, 12 speed
• front axles: 9 tonnes
• rear axles: 13 tonnes
• two rotating hazard beacons
• cab steps, robust
• colour number: CC982GREE
• driver's seat: Super Air
• antennas, including GPS and CB
• air intake with cyclonic filter
• vertical SCR unit

Add the following dealer option: side-view camera (NOTE: Enter the data when asked while
adding the option.)
• option code: 0013
• description: side-view camera activated by direction indicator
• name of supplier: Orlaco
• cost of materials: €1,400
• labour costs: €70/hour
• labour hours: 2 hours
• sales price: €1,790
• turnaround time (in days): 1 day

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Question: What is the purpose of the button indicated below?

Add the following external option: decals and striping


• option code: 00011
• description Stickers with the customer's name
• name of supplier: Striping
• cost price: €400
• discount percentage: 10%
• sales price: €500
• turnaround time (in days): 1 day

This customer would like to have a toolbox installed on the right side of the truck.
The dealer wants to request this as POV (pre-order validation) from DAF.

Create a POV under DAF options.

Use the following information:

Title: tool box

Description: tool box as per drawing

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Send POV

Click the following text:

You are now back on the main screen.

Now click the ‘quotation’ icon and then the ‘vehicle’ button and click open ‘DAF’.

The following line now appears:

Click ‘change’.

Now click the following button:

Assume that you have sent the POV request and have received a confirmation from DAF. Accept the
POV by adding the approval number 12345/00. Add a sales price of €400 and a cost price of €400
and click OK.

Open the ‘sale’ tab and enter the following data:

Standard discount:

Total customer discount:

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Now click the following icon on your screen.

Make sure the padlock is ‘closed’ as shown here.

Now add an ‘MX Engine Brake’ to the vehicle configuration.

Go back to the ‘quotation’ page (‘sale’ tab > click ‘refresh’).

Verify the information you entered previously concerning the standard discount and total customer
discount.

Question: What is the button for?

Now unlock the icon you previously ‘locked’.

Now add an ‘external sun visor green transparent’ to the file (in vehicle configuration).

Click ‘refresh’.

Question: What happened?

Save the file!

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Task: TOPEC IS & TOPEC RTS

Van Dijk Logistics B.V. has called you for another quote.

Van Dijk Logistics B.V. is planning to invest in a new business activity in Germany. In Germany, rigid
trucks are usually used for regional beverage distribution. He asks you to add a quote for a closed
body rigid truck, a tail lift with a capacity of 1000 kg and a Sleeper Cab. This will be used to transport
beer crates on EUR-pallets to four locations in eastern Germany. The customer plans to drive 80,000
km per year with this vehicle and is looking for a vehicle with good manoeuvrability.
Requirements regarding load capacity:
• 36 EUR-pallets (500 kg)
• 400 kg/pallet
• pallet height 1000 mm
• stacked

Answer the questions concerning the customer requirements, as described above, and calculate the
load capacity!

Add the selected vehicle to this file and save the file.

Log into TOPEC RTS and open the existing Van Dijk Logistics file.

Select the rigid truck and calculate the required wheelbase.

Save the file.

Upload the TOPEC RTS reports to the TOPEC website (available in the vehicle menu).

Close TOPEC 7 RTS.

Open TOPEC Integrated Sales and open the Van Dijk Logistics file. Describe what you see.

Open the technical reports through the main navigation menu.

Save the file.

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