Content Navigator - Navigator®

Training

HVAC Designer

BSNA - HVAC Designer Basic Workflows Step by step instructions for some of HVAC Designer’s basic workflows Training Presentations
BSNA – HVAC Designer Launch Webinar HVAC Designer customer launch webinar. Nov. 1, 2019. 53 minutes. Must Download Videos
BSNA - Giving Users Access to HVAC Designer Delegated admin instructions for giving a Navigator user access to HVAC Designer Training Presentations
BSNA – HVAC Designer Brochure One page brochure for HVAC Designer Pricing Literature


Portal Delegated Administration

Navigator Permission Group Guide Distributor Document listing out permission groups and definitions of what applications those permissions give access to and where they are located. (Update 07/16/2019) White Paper
Selection Navigator UPG Distributor Delegated Administrator Guide Step by Step guide for Admin resposibilities White Paper
Permission Group Examples Examples of permission group assignments for various user types White Paper
How to Use Permission Group Examples Video describing use of Permission Group Examples Spreadsheet Videos
Mail Code Guide List of possible mail codes mapped to example job titles from an average distributor
Delegated Administrator_BSNA Branches & Branch Agents_04.01.19 Videos
Selection Navigator Delegated Admin Guide Training Presentations
Delegated Administrator_BSNA Branches & Branch Agents_4.29.19 Videos
Delegated Administrator_National Accounts & Factory Direct Stores_4.22.19 Videos
Delegated Administrator_National Accounts & Factory Direct Stores_05.13.19 Videos
Delegated Administrator_Buy-Resell Agents, Independent Distributors & Sales-Manufacturing Reps_04.15.19 Videos
Delegated Administrator_Buy-Resell Agents, Independent Distributors & Sales-Manufacturing Reps_05.06.19 Videos
Ductless - Delegated Administrator Role Instructions for Delegated Administrator Role Videos


Order Navigator

DS- Ordering using a Spreedsheet file - Mass upload How To Place An Order Using an Excel or CSV File --Mass Upload Videos
Delivery Event Email Notifications Instructions for how to use Delivery Event Email Notifications. Manuals
DS- Order Home page Navigation and Tools Order Home Page --Features & Navigation Videos
Mass Upload Template Instructions Document White Paper
DS- Ordering Using Quick Order How To Place An Order Using The Quick Order Feature Videos
DS- Product Search -Availability and Details How To Find Products- Availability And Details In DS Storefront Videos
DS- Setting Order Preferences How to Set Order Preferences In DS Storefront Videos
Order - View/Modify Order Videos
Order - My Cart (7 Min) Videos
DS- Navigator Dashboard --Apps, Help, Message, Accounts, Brands Getting Started: Features and information on the Navigator Dashboard Videos
Order Navigator for RTUs_BSNA Branches & Branch Agents_04.04.19 Videos
Order Navigator for RTUs_BSNA Branches & Branch Agents_05.02.19 Videos
Order Navigator_National Accounts & Factory Direct Stores_4.25.19 Videos
Order Navigator for RTUs_National Accounts & Factory Direct Stores_05.16.19 Videos
Order Navigator for RTUs_Buy-Resell,Independents & Reps_04.11.19 Videos
Order Navigator for RTUs_Buy-Resell Agents, Independent Distributors & Sales-Manufacturing Reps_05.09.19 Videos


Parts Navigator

Using the Illustrated Parts List (4 Min) Videos
Parts Navigator for RTUs_BSNA Branches & Branch Agents_04.05.19 Videos
Parts Navigator for RTUs_BSNA Branches & Branch Agents_05.03.19 Videos
Parts Navigator_National Accounts & Factory Direct Stores_4.26.19 Videos
Parts Navigator for RTUs_Buy-Resell,Independents & Reps_04.12.19 Videos
Parts Navigator for RTUs_Buy-Resell Agents, Independent Distributors & Sales-Manufacturing Reps_05.10.19 Videos


Selection Navigator

SelNavWebinarG3.4.5.6.UST Selection Navigator Webinar (48 Min) Videos
SelNavWebinar G3.4.5.6.YW
Selection Navigator for RTUs _ BSNA Branches & Branch Agents_04.03.19
Selection Navigator for RTUs_BSNA Branches & Branch Agents_05.01.19 Videos
Selection Navigator_National Accounts & Factory Direct Stores_4.24.19 Videos
Selection Navigator for RTUs_National Accounts & Factory Direct Stores_05.15.19 Videos
Selection Navigator for RTUs_Buy-Resell,Independents & Reps_04.10.19 Videos
Selection Navigator for RTUs_Buy-Resell Agents, Independent Distributors & Sales-Manufacturing Reps_05.08.19 Videos
Ductless - How to Add Product to an Existing Project in Selection Navigator Instructions for how to Add Product to an Existing Project in Selection Navigator Training Presentations
Ductless - How to Configure a Project in Selection Navigator Instructions for how to Configure a Project in Selection Navigator Training Presentations
Ductless - How to Delete Product from an Existing Project in Selection Navigator Instructions for how to Delete Product from an Existing Project in Selection Navigator Training Presentations
Ductless - How to Share A Project Instructions for how to share a Project Videos
Ductless - How to Access Marketing Material Special Incentives Programs Instructions for how to Access Marketing Material Special Incentives Programs Videos
Ductless - How to Configure a Project Using Selection Navigator Instructions for how to Configure a Project Using Selection Navigator Videos
Ductless - How to Add a Consulting Engineer Instructions for how to Add a Consulting Engineer Videos
Ductless - How to Request Special Pricing in Selection Navigator Instructions for how to Request Special Pricing in Selection Navigator Training Presentations
Ductless - How to Add Equipment to an Existing Project Instructions for how to Add Equipment to an Existing Project Videos
Ductless - How to Delete Equipment from an Existing Project Instructions for how to Delete Equipment from an Existing Project Videos


Portal and Offerings

Portal-Offerings for RTUs_BSNA Branches & Branch Agents_04.02.19 Videos
Portal-Offerings for RTUs_BSNA Branches & Branch Agents_4.30.19 Videos
Portal-Offerings for RTUs_National Accounts & Factory Direct Stores_05.14.19 Videos
Portal-Offerings for RTUs_National Accounts & Factory Direct Stores_4.23.19 Videos
Portal-Offerings for RTUs_Buy-Resell,Independents & Reps_04.09.19 Videos
Portal-Offerings for RTUs_Buy-Resell Agents, Independent Distributors & Sales-Manufacturing Reps_05.07.19 Videos


Tier 2 Collateral

Tier 2 Selection Navigator Customer Types 04.11.19 White Paper
Tier 2 Navigator Training Basic training for the tools on Navigator (22 Min) Videos