ServiceTrack

With ServiceTrack, your users can gain access to multiple accounts via a single login across multiple CDW companies around the globe, using multiple devices and working in different languages and currencies.

For procurement and IT professionals, ServiceTrack provides a secure environment for efficient and controlled purchasing. Buyers can select from tailored product lists, bundles, and quotes maintained by your CDW account management team. For organisations who require a wider product selection, ServiceTrack can be configured to offer a traditional eCatalogue experience. Our workflow and approval system provides an enhanced level of control where required.

ServiceTrack can be customised at both an account and individual level to ensure that each user has access to the right information and features. The required level of confidentiality is always maintained, and the highest possible security standards ensure added peace of mind.

ServiceTrack provides direct and instant access to key information via the dynamic dashboard, order tracking, returns, and account financial pages. Where tighter control is required, ServiceTrack can be configured to remove Personally Identifiable Information from view. Our powerful extracts function provides the user with granular asset management information, comprehensive reporting, and trend analysis.

• Designed to support global customers with multiple accounts from a single user login
• Supports engagement with CDW Limited (UK), Netherlands, South Africa, Dubai, Singapore, Hong Kong, India, and Australia
• Flexible permissions settings allow precise user by user control of the functions available to them
• Multi-language support including French, Spanish, Dutch, German, and Italian

• Statistical and graphical representation of key account metrics, documents, and updates, with click through function to access the detail behind the figures
• Today’s Figures provides a summary of status including open quotes, orders, deliveries
• Notifications provide dynamic updates of account activity including: order placement, ETA date changes, shipment dispatch, and delivery confirmations
• Graphical representation of financial status, orders by item type and shipment location

• Bespoke catalogue items designed to the customer’s specific requirements, from small custom catalogues to a full eCatalogue experience
• Products can be organised into ordered lists and packaged into bundles using familiar terminology
• Provides visibility of customer owned or held stock, showing the available quantities of each item and ability to call off from stock
• Multi-currency support
• Product specification sheets available

• Basket function allows the assembly of required items from product lists, bundles, customer stock, or ad-hoc quotations
• Allows the generation of quotes and order with VAT and sales taxes included
• Supports multiple billing accounts set in multiple currencies using pre-agreed delivery addresses

• Visibility of all orders placed with ETA dates available where applicable
• Access to all shipments for each order with links to courier systems for consignment tracking
• Visibility of asset information in shipments where appropriate including serial number and asset tag information 

• Track and analyse full history of purchases with CDW
• Filter by date range, customer PO reference, or keyword (e.g. part code, manufacturer)
• Export to Excel for review and analysis of data, with export options available down to individual asset level

• Visibility of CDW provided service contracts such as Hardware Maintenance and Service Desk function
• Visibility of asset level detail of items covered by service contract
• Access to related documents held in the portal, i.e. invoices

• Powerful search function, providing quick access to searched terms
• Refine Search narrows down the selection on any page
• Global Search from the Dashboard performs an account wide search, returning all references from quotes, orders, shipments, invoices, service contracts etc. in a single page view

• Returns page allows the creation of item return requests and the ability to monitor the status of any requested returns
• Account Information provides a summary of account balances for all linked accounts, and the ability to generate statements and account activity reports