Online Catalog Tutorial

IntroductionWelcome to the Online Catalog Tutorial. This is the place to find answers to all of your online shopping questions. Shopping online with our website is easy and convenient and we want you to be 100% satisfied. Click “Begin” to start the tutorial, or use the quick links to learn more about a specific topic. Use the “Next” and “Back” buttons to move through the presentation.

                                                              

                                                  

                                                  

                                      

                                          

                                          

                                          

  

Log In

If you are an existing customer, logging in is easy! Just enter your account code and password and you can begin ordering right away!

An account customer who does not log in is a guest user. When not logged on if you enter items - the price you will see is guest user pricing. You will only see your personal pricing after logging in.

Ordering

Creating an OrderClick on the Orders tab or the Quick Order tab to begin your order.

OrderingAdding an Item1 ) Enter an item(s) in the item field. The drop down will not work until you enter either a complete or partial item number in that field. After you enter the complete or partial item number, the drop down arrow will be activated and will allow you to scroll to find the item.2 ) Enter a comment if desired in the comment field. 3 ) Enter the quantity to order4 ) Click the Add button. This will add the item to the order

Ordering

Edit ItemClick on the item(s) description, change the quantity or add a comment. Click the Update button to save changes. Delete Item(s), from the OrderSelect the desired item(s) to delete by checking the box to the right of the item(s). Next click the Delete button. This will remove the item(s) from the order.Park Orders (Store Orders)To temporarily store an incomplete order, click the Park Current Order button.Open a Parked Order1) Log in with Account Code and Password2) Click on the Orders tab3) Click the link for the desired parked order

– the selected order will display – click the Open Existing Order button to

continue with the order. 4) OR – click the Create New Order button

to begin a new order

Commit / Submit for ApprovalTo complete an order click on the Commit/Submit for Approval button, the next prompt will be for a PO/Authorization Code. If you do not have one, enter your name, click Pay by Credit Card or Apply to My Account. The order will be displayed in a new window.Park and Start New OrderClick the Park Current Order button. This will park the order that is on the screen, display a new window with the option to Create New Order. To create a new order, click on the Create New Order button.Discard and Start New OrderThis will discard the order that is on the screen and take you to a new window. To create a new order, click on the Create New Order button.

Other Options Available During Order Entry:

SearchSearch Feature1 ) Click on the “Search” tab2 ) Type in the part number, prefix + part

number or keywords – you can also limit by list price, manufacturer, and select sort criteria3 ) Click the Search button

SearchSearch Results1 ) Click the desired category from the displayed search results

SearchSearch Results2 ) Click on the desired item

SearchSearch Results3 ) You can now enter a quantity and add this item to your order.

BrowseBrowse Feature1 ) Click the “Browse” tab2 ) Click the desired category3 ) Continue to narrow your browse by selecting the desired category from

the next panes4 ) Once the items appear, click the desired item(s) to add to your order5 ) Enter a quantity and add this item to your order.

Machine MatchingMachine Matching Feature1) Click the “Machine Matching” tab2) Click the desired device category3) Next, select the desired manufacturer from the 2nd column4) Next, select the model from the 3rd column5) Once the items appear, click the desired item(s) to add to your order6) Enter a quantity and add this item to your order

Using ListsFavorites ListThis list is available only to the user who is logged in. There is no limit to the number of items that can be added to this list.

Company ListCompany managed shopping list(s). These lists can only be created or edited by account administrator. These lists are available for use by all ship-to addresses within the account. There is no limit to the number of items that can be added.

Recent Items ListThis is a listing of the last one hundred (100) items added to the order entry screen. This is specific for each user.

Using ListsHow to Set Up a Company / My List:1 ) Click the “My List” Tab2 ) Click “Manage Lists” link at bottom left corner of Lists page

Using Lists

How to Set Up a Company / My List (cont):

The List Manager screen will open.3 ) Click the “Create” button4 ) Choose to create a “My List” or a

“Company List” by clicking the drop down box

5 ) Enter the name of the new list6 ) Click “Save”7 ) Click “Quit”

Using ListsAdd Items to Company/My List Through Order Entry:1 ) Click on the “Order” tab2 ) Enter the item(s) that you would like order and add to the list3 ) Check the box at the right hand side of the item4 ) Click the drop down box (above the order) to select the desired list5 ) Click the “Add” button to add the item(s) to the list

Using ListsAdd Items to the Company/My List:a ) Through Search – Click on the drop down box above or below the quantity box – Select desired list – Click the “Add To” button

Using ListsAdd Items to the Company/My List:b ) Through Browse & Machine Matching – Browse to desired item – Click on the drop down box above or below the quantity box – Select desired list – Click the “Add To” button

Using ListsAdding Item(s) to an Order from Company / My List and Recent Items1 ) Locate and select the desired List and item(s)2 ) Enter the quantity to order – Click on the check box to the right of the quantity field3 ) Make certain the pull down next to the “Add to” button reads Cart4 ) Click the “Add to” button to complete the addition of selected item to your order5 ) A message will display along the top of the page listing items that were successfully

added to the order

Using Lists

Manage List Sequence (change the order of the list)1) Click the “Manage List Sequence”

link at the bottom center of the page2) The following edit tool will appear to

the right of the items:

3) Use the up and down indicators to move selected items to desired location within the list

4) Click the “Save” button to save the changes – finally, click the “Quit” button to exit the edit mode

Filter the List by Keyword1) Type a keyword in the field next to

the Filter button – Click on the filter button

2) The display will change to display only those items associated

with the keyword.3) Click the “All Items” button to

return to full list viewSave Current List Sequence as Default1) Click the “Save Current List

Sequence as Default” button at the top of the list to save the

current settings.2) You can re-sort the list by clicking the column headers. Click on "Save Current List Sequence as Default".

Other Options for Working with Lists:

Customer Admin

The Customer Admin tab allows access to specific administrative functions within the site. Access to these functions requires special setup by our company. Please contact us to learn more about these functions.

Once access has been granted, follow these steps to continue:1) Logon with appropriate password2) Click on the “Customer Admin” tab

Available options within this area are shown at right.

Customer AdminManage Approvers:1) Click on the “Manage Approvers” tab2) Select desired ship-to address and enter an Approver Title – Click on the +

sign to add the approver.3) The new approver will appear in the “Approver Title Ship To” table4) You can also assign a “Max Order” approver. This is the only approver that

is authorized to approver orders that are above the maximum level set for orders.

Customer AdminAssign Approvers1 ) Click on the Assign Approvers button to open the following screen. 2 ) Select the desired approver from the “Select Approver” drop down menu. Once

the approver is selected, check the box next to the assigned Ship To address for that approver.

3 ) Click the “Save Approver Assignments” button to complete the process. Continue through these steps until all approvers and ship to addresses have been assigned as desired.

4 ) The “Assignments At-A-Glance” column will show the current Approver(s) assigned to each ship to address.

5 ) Click the Back To Customer Admin button when all approver activities have been completed.

Customer AdminAssign Order Limits:1) Click the “Assign Order Limit” tab2) Enter the desired Maximum Order Amounts for each ship-to location as desired. 3) Click the Save button to complete this process.

Customer AdminManage Customer Admin / MasterUser:1 ) Click on the “Manage Customer Admins / MasterUsers” tab.2 ) The following screen will open listing all available ship to’s for this account. 3 ) Click the box below Customer Admin to assign as Customer Admin. 4 ) Click the Master User box to establish the ship to user as a Master User. 5 ) Click the Save button to complete the assignments.

Customer Admin

The Customer Administrator can limit other users to specific Company Lists or Contracts. The only items visible as Search or Browse results will be items on the Company List or Contract.

The User will not be able to add items from Specials to orders if the items are not on the restricted Company List or Contract.

1) Click the Assign Restriction In Inventory button2) Select the Contract Restriction or List Restriction

from the appropriate pull down3) Check the Restriction box for desired ship to’s4) Click to restrict to “Selected” or “All” ship to’s

Please Note: Ship To’s can only be restricted to a contract OR a company list, not both.

Restrict Ship To’s to Company List or Contract:

Customer Admin

Setting up Budgets:Budgets can be set up by the Customer Administrator on a Ship To by Ship To basis. Budget amounts and balance amounts can be set up for all or selected Ship To's. The balance amount can be edited to be higher than the budget amount to allow for "carry over" dollar amounts from previous budget periods.

The budget amount and remaining balance amount display in order entry. The dollar amount of an order will be subtracted from the remaining balance when an order is submitted. In cases where the Approver rejects the order, the dollar amount of the rejected order will be added back to the remaining balance. Users will not be able submit an order that exceeds the budget amount. If an Approver adds/subtracts items from an order the balance is updated appropriately.

Customer AdminSetting up Budgets:1) Click on the Customer Admin tab2) Click on the Budget Set up tab3) Click the box below “Activate Bgt” next to the appropriate Ship To(s)4) Click Save Changes to complete process5) Enter budget amounts individually or Set all Budgets 6) Click Reset Balances and select to have balances reset automatically annually, monthly, quarterly, weekly, daily, or manually7) Click Save Changes before exiting

Customer Admin

Setting up Cost Centers:The Customer Administrator has the ability to create and manage Cost Centers. (100 Maximum)Cost Centers replace the “PO/Authorization Code/Name” field at customer check-out. Users with assigned Cost Centers will see a drop down menu of available cost centers. The user must choose a Cost Center for the order. If the user is subject to approval, the approver can change the Cost Center. (The approver will see the same drop down menu of Cost Centers that are allowed for the Ship To).

Customer AdminSetting up Cost Centers:1) From within Customer Admin, click the Manage Cost Centers button2) Input the name of the Cost Center in the field next to the Add Cost Center Button (next to the

*Maximum 16 Characters note). 3) Click on the Add Cost Center button. 4) Highlight the desired Cost Center, check the Select box next to the ship-to address you wish

to assign to the highlighted Cost Center5) Press the “Assign Cost Center(s) button to complete the assignment.

6) The Assigned Cost Center will show the completed assignment

Customer AdminCreating a list from a Contract (optional):A contract must have 2500 items or less in order to be used for this feature. 1 ) Logon as the customer administrator2 ) Click the Customer Admin tab3 ) Click on the Create List from Contract button4 ) Select the desired Contract from the drop down box5 ) Choose the type of list that you would like to create6 ) Create a name for the list7 ) Click Create List to save the changes

Master UserA Master User is an end-user that has the ability to order on behalf of other ship-to locations within the company. Master Users are set-up and managed through the Customer Admin area.

Master User Setup:1) Logon as the customer administrator and click the Customer Admin tab.3) Click the Manage Customer Admins / Master Users button to begin setup.4) Click the box under the Master User column for the desired ship-to location(s) 5) Click the Save button to complete the process. The user for that location(s) will then have access to the Master User tab and its associated functionality.

Master UserOnce the Master Users are set up, you will need to assign the appropriate ship-to location(s) to the correct Master User.

Master User Assignments:1) From the previous setup screen, click on the “Manage Master User’s Ship To Assignments” link near the bottom of the page 2) Click on the pull down indicator below “Select a Master User to Assign Ship-to’s:” to select the desired Master User. 3) Click the box next to the Ship-To address that you wish to assign to the selected Master

User. 4) Click the Save Ship-To Assignment button at the bottom of the table.

Master UserMaster Users have the ability to “order on behalf of” their assigned ship-to’s through the Master User tab.

Ordering as Master User:Restrictions to a ship to apply to orders placed by a master user1) Click the Master User tab2) Click on the pull down indicator to select the desired ship to address 3) Click the Order for this Ship To buttonThe screen will move to the Order area and will indicate “You are in master mode.Ordering on behalf of Customer Name, 123 MAIN STREET CITY ST 46808”

Master UserWhen you have completed ordering “on behalf” of other ship-to locations you must “exit” Master Mode.

Exit Master User:1) Click the Master User tab.2) Click the Exit Master Mode button at the bottom of the screen. You will be returned to regular order mode for your ship to location.

Contact Us

Thank you for taking the time to use our online catalog tutorial. If you have any additional questions or would like to speak with a friendly customer service representative, please call or email our offices.