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Navigating the XO Online Stationery and Collateral Site
Login Page
Home Page
To get started, simply enter
your complete XO Email
Address in the space provided.
A compact, top navigation bar will help you easily
find all the functions of the site. The highlighted tab
corresponds to the page you are currently viewing.
From the home page, click here to Browse Products. For
this site, “products” are the stationery and marketing
collateral items you can order.
Also a link to your 5 most recent orders and another link to
View All Order History
Online User Guide
available to help you get
started
Browse Products
At the left navigation, simply use the tree menu to quickly get to a specific item.
Another way to select an item is by clicking on the Browse
Products button in the top navigation bar to display all
categories on the page.
Simply click on the category you wish to order from.
The product catalog has
been redesigned to reduce
the number of links you
need to click on to reach
specific items.
Order History/Check Status
The Order Status/History page will give you quick access to recently placed orders. When you first visit the page, it will display your most recent order. To select another order, simply click on the order number and the order will display on the right.
There is a search feature. Choose the information you’d like to search by (you can search by Order Number, Item Description, Item Number, Cost Center or Submitter Name) in the 1st field. Then enter the value to search for in the 2nd field. For example: You are looking for an order for a Business Card.
1. Choose Item Description from the 1st field 2. Enter Business Card in the 2nd field 3. Click on Search 4. Your results will be displayed
You will receive an Order Confirmation E-Mail which will
contain all of your order information as well as a link to
track your order.
Placing an Order
1. Go to the insideXO home page. From Quick Links,
choose XO Storefront. This will take you to the page
where you can log in to the ordering portal. Select
the link titled XO Online Stationery and Collateral
Site. If you want to bookmark this site for later
reference, bookmark the web address of
http://xo.cgconverge.com. Log in using your
complete XO email address, you do not need a
password.
2. From the home page, click on Browse Products or choose one of the categories in the left navigation tree.
3. Click on the Category of items
you want to order. Or you can:
select View All to see all items
select Quick Order to view by item number
4. For Fulfillment Items:
Enter the number of units you wish to order in the Quantity field (please note the Unit of Issue in the item description)
Continue to enter qtys for each item you wish to order from this category.
Click on Add Selected Items to Basket button which can be found at the top and bottom of the page
5. If your order is complete, click on Proceed to Checkout. If you need to order additional items, click on Continue Shopping and choose the next category
6. Next, you will be able to view your shopping basket.
7. Fill in Shipping Information
(the information should be pre-
filled but if it isn’t, it will be the next
time you login to the site. To edit
your shipping information, click on
Edit).
8. Click on Save
9. Fill in the Requester information. Note: You only have
to enter this information once, and the system will
save it for you for easy retrieval upon your next log in.
To add a new requester, click on Add New Requester. This is helpful if you are an employee that orders items for multiple people.
Fill in the Display As Name, Submitter Name and Submitter Phone
Click on Save
The next time you login, you can choose the name of the person you wish to order for from the drop-down menu as long as multiple requesters have been created in step above.
If you wish to copy another user on the order confirmation emails, enter their email address in the Order Email Field.
10. To complete your order.
Click on the ‘I have read the
information stated above and
approve this order’ checkbox.
Click on Checkout
11. Please note your Order Number and refer to this number when you inquire about your order. Click on Browse Products to begin another order.
12. You’ll receive an Order Confirmation E-Mail
How to Order Business Cards FOR XO EMPLOYEES – INTERNAL USE ONLY
Locating the Website
From the home page of insideXO, go to the right navigation area named Quick Links. Use the drop down menu
and select XO Storefront. This will take you to the insideXO page where you will find the link to the site, as well
as Help documents and special instructions.
If you wish to bookmark the website URL, you can save it to your website browser as a frequently visited site:
http://xo.cgconverge.com/
Site Registration
If you have already ordered business cards in the past four years, you can log in without having to re-register.
However, you do need to provide your COMPLETE XO email address (not just the front portion of your email
address).
Quick Start Guide
If you are a new XO employee, or if you have not ordered anything in the past four years, you will need to
register for the site before you order your business cards or other items. To do this:
o Go to the home page of the website
o Look at the top of
the page
o Click on the link
titled: Click Here to
Register
o On the next screen
(not shown), fill out
the web form
o Don’t forget to click
on Continue with
Registration to
submit your
registration
o An email
confirmation will be
mailed to you
o Now you can order
items.
Proceed to Business Cards
Login page takes you to a Welcome page (shown at right)
In the left navigation area, under Personalized Items,
click on Business Cards
Personalize Your Card
From Personalized Items > Business Cards Screen:
There are two types of business cards that can be ordered.
The XO Standard Business Card is for most employees.
Only select XO Business Card with Cisco Certification Logo if you
are a sales engineer with one of the following certifications: CCDA,
CCNA, CCDA and CCNA, CCIE.
In addition to the new XO logo, these are the only logos that will
appear on business cards.
From the Item Details window:
Choose the quantity of cards you want to order from the Select
Quantity drop-down menu.
Click Continue/Personalize This Item.
From the Personalize Your Item Screen:
The web form on the left will automatically pull
information from your Stored Text Prompts
(previously called User Profile). You can either
update the information directly on this web
form, or go back to Stored Text Prompts and
update your information so that it saves it
globally and always pulls the completed fields
into this screen.
Your proof appears next to the web form. As you
make corrections to the web form, they
automatically update the proof. This way, you
can see exactly how the cards will appear when
printed and make updates in real-time.
CLICK THE CHECKBOX to approve your proof
Click Continue/Add to Basket
Click Go to Basket Page if you want to proceed to checkout. If you want to order other items,
click Browse for a Different Product.
SHOPPING BASKET & CHECKOUT
From the Shopping Basket Screen:
Review your order
On this page, you can confirm your quantity,
edit proof, email the proof to someone else for
approval, or remove the item from your
shopping basket.
From this screen, you can also select ground,
next-day air or second-day air shipping.
From the same page, you can also select Edit to
edit your Shipping Details.
If you are an employee who orders items for
multiple people, the Requester area is so that
you can enter your own information as the
person submitting the order on behalf of
another employee.
Click Save.
At the bottom of the screen is an area where you
can enter another email address, if you want the
person for whom you are placing an order to receive
an email confirmation of the order.
CLICK THE CHECKBOX that reads: “I have read the
information stated above and approve this order.”
Click Checkout.
A Thank You for Your Order screen will confirm that
your order has been placed. It includes an order
number. Please write it down, in case you need to
refer back to this order.
You will receive a confirmation email of your order.
Important: Business Card Imprint Considerations & Guidelines
TITLE LINE: If your entire title does not fit in the required fields, enter the remaining part of your title on the next
title line. If you wish to include a business unit or channel on your business card, consider it a part of your title.
There are no longer business unit-specific logo options for business cards. Allow 26 characters per line for each
line of your title.
EMAIL ADDRESS: The xo style is your XO email address with all lower-case names. Example:
[email protected] should print as [email protected]. The email address you use on your business card
should be your XO email address. Do not use a personal email address.
ADDRESS LINE: The suite, floor or building line should appear above the street address line, per USPS guidelines.
Allow 26 characters per line for each line of your address.
TELEPHONE NUMBERS: Use your XO office phone number or your primary contact number for work. If you have
customers internationally, you may now choose to have the +1 entered before the phone number.
o CELL NUMBER: Enter your cell/mobile number. If you have two mobile numbers you use for work
purposes, enter a primary cell on the telephone number line and the other number on the cell number
line. The cell number is optional.
o The only phone numbers to be used on business cards are your telephone and cell numbers.
OPTIONAL LOGOS: The only optional logos currently permitted on business cards are Cisco-certification logos for
sales engineers.
CONTACT INFORMATION
If you have questions, contact our supplier at 1.800.728.2615 or [email protected].
