|
| This manual is provided for users of our online ordering system. You may print this manual and refer to it as often as you need to. Furniture items may not be ordered through the online ordering system. For these items, please contact your sales representative. |
| In the upper-right side of the home page, you will find the login box. You may log into the site, modify your information, or if you have misplaced or lost your password, you may send us notice. If you need to modify your information you can modify your name, email address and password. However the user ID cannot be modified. This site is not case sensitive. You may use either lowercase or uppercase letters.
|
| As soon as you log on, you will be directed to your home page. The page in many cases will look identical to the regular home page, but if there are any messages directed to you they will be found there. This is the page that will show your open orders that have not been released to our system. You may scroll down to the ticket number that you wish to reopen and click that number. The ticket will reappear and you may continue the order or, if you are authorized, you may check out.
|
| The "Quick Order" tab is one way to start an order. You may also click View Cart and an order may be started. Once you have opened your shopping cart, you may start entering items.
|
| You may create and maintain a "Favorites List." This is in addition to the "Contracts" portion of the site. To create your "Favorites List," click the "Favorites" button. Add the items that you want to maintain in this list. Additionally, you may add items to your "Favorites List"from any order by clicking the "Add to Favorites" button on each item on the order. To delete any item, click the delete button while in the "Favorites List." Your "Favorites List" should not contain an enormous amount of items as it will take time to load the list each time you want to order an item from the list. When adding items to your "Favorites List," you must enter the MFG and item number, e.g. SMD10330.
|
| You may search, view and/or print any previous orders. If your account is departmentalized, you need to be in the individual department to look at orders for each department. Orders are kept on our system for at least two years.
|
| You may click the "View Cart" tab at any time and the shopping cart that is being filled will display. This is the order that is currently displayed in the "Cart Contents" field on the left side of the screen.
|
| The "Contract" button will display the "Laundry List" that you submitted. This list contains items that are frequently ordered for an account. Previously, these lists were called "Custom Order" lists. Place the quantity that you want to order in the quantity field and click "Add to Cart"
|
| If your account is departmentalized, more than likely your are assigned to buy for a particular department. When you enter your user ID and password, you go directly to your department and may start your order. If you are an approval authority for more than one department, you will have to choose the department that you want to approve. Click on the drop down list of departments, select the department that you want to change to, click the "Change Department" button. If you have "Attention" lines, click on the drop down list of attentions, select the one that this order applies to, and click the "Change Attention" button.
|
| Once you have selected the correct department, if required, click on the "Quick Order" button or the "View Cart" button to start your order. Enter the manufacturer's prefix, item number and quantity. Click "Add" to add this item to your cart. Keep adding items until you are through. When you have finished, click "Hold Order", "Delete Order" or "Check Out". When entering items, omit any punctuation, e.g. the catalog number is ESS 6215-1/2PB, enter the prefix ESS and number 621512PB; catalog number PAP 564-01, enter PAP 56401. Occasionally, an item number will not come up when using the prefix. If this occurs, enter the item number only, enter the quantity and click "Add to Order." If there is more than one product with the same item number, you will be prompted to select the correct product. Each time you add an item to the order, you will have the opportunity to add a comment to the line, change the quantity or delete the item. If you add a comment line or change the quantity, you must click the "Update" button for the changes to take effect. The "Delete" button will remove the item from your cart. Once the item is in your cart, you may click on the stock number to view a picture of the item, view the extended description of the item and any other pertinent information on the item. If the stock number does not appear as UNV21200 there is no picture available. The stock number must appear in blue and underlined. Once you have viewed the information, click "Back" to return to your shopping cart. As you build your shopping cart, the reference number, number of line items, and the total pre-taxed dollar amount of your order will be displayed on the left side of your screen in the "Cart Contents" section. If you click " Hold Order", the order is placed on hold and you may retrieve it by going to the home page. If you are departmentalized, you must be in the home page of that department. You must either delete the order, hold the order or check out each order prior to logging out of the S.O.S. II system. If you simply logout, your order will remain on our main frame; however, you will not be able to retrieve it. Should you inadvertently logout, please contact our technical department for assistance.
|
| If you have placed any orders on hold, they will be listed at the bottom of your home page. Scroll down on the page; orders on hold will be listed under "Orders on Hold." Click the order you wish to reopen. Once the order is reopened, you must either place it on hold again, delete the order, or check out.
|
| If you require approval authority, go to Customers with approval process. When you click "Check Out", the check out screen appears. You may change any of the shipping data, enter an attention line, enter a purchase order number, requisition number and/or add up to 5 special lines pertaining to this order. Any additional shipping instructions may be entered in the "Shipping Instructions" field. If you have submitted a blanket PO, this number will appear in the "Requisition #/Long PO" field. You may also select the type of payment. If you have an account with us and wish to charge this order, the open account is the default and no selection is required. If you are paying by credit card, select the type of card and enter the number and expiration date. If you have submitted the credit card information to us to remain on file, this information will automatically appear for each order. When a credit card number is displayed, the last two sections will be represented by Xs in order to conceal the credit card number. The check out screen is a SSL (Secure Socket Layer) page. Any credit card information will be encrypted. At this time you may click the "Submit" button to complete your order the "Hold" button to place the order on hold. You may print the ticket after making one of these selections. You must either delete the order, hold the order or check out each order prior to logging out of the S.O.S. II system. If you simply logout, your order will remain on our main frame; however, you will not be able to retrieve it. Should you inadvertently logout, please contact our technical department for assistance.
|
| For those customers who choose an approval process on all orders, our "Simple Order System" can accommodate this, even with multiple levels of authorization. When an end-user is finished with their order, they will simply click "Check Out." At this time you may change any of the shipping information, add a purchase order, add a Requisition number, enter up to 5 lines of instructions, add shipping instructions and select the type of payment. After making these entries, click the "Submit" button if you are ready to check out or the "Hold" button if you want to continue the order later. If "Submit" is selected, the system will place the order on hold and an e-mail notification will be sent to the approval authority. The approval authority will receive an e-mail stating that the particular end-user has an order that needs to be approved. The e-mail states who the order is from and the order number for reference. Orders that have been submitted to the approval authority will appear on the home page of the approval authority with an asterisk to the left of the order. Click on the order to open it for review. The approval authority may make changes, add items or delete items on the order. To approve the order, click "Check Out" and complete the check out process. Once the order has been approved and the approval authority has submitted the order, the end-user will receive an e-mail from the approval authority that their order has been approved and submitted. The approval authority may change the quantities of each line on the order, delete items off the order and add items to the order prior to checking out. Any changes made to the order are not sent to the end-user. The approval authority may have to make some arrangements for notification of any changes made to an order. For a more detailed description of the approval process, please contact our Technical Service at (800) 642-6120. You must either delete the order, hold the order or check out each order prior to logging out of the S.O.S. II system. If you simply logout, your order will remain on our main frame; however, you will not be able to retrieve it. Should you inadvertently logout, please contact our technical department for assistance.
|
To search the catalog, click the "Search Catalog" button on the left side of the screen. There are several ways to search: Stock Number, Keyword Search, Manufacturer and Product Categories. You may also use any combination of these search engines. For example; enter "diskettes" in the keyword search and "Imation" in the manufacturer. All Imation diskettes will appear. When searching by stock number, include the 3-digit Manufacturer before the stock number; e.g. SMD10330 or MMM8103412. When searching by manufacturer alone, please note that a vendor such as 3M will be a very large search and it will take some time to download all the information. It is recommended that you narrow your search by using the keyword search in addition to the manufacturer, or by using the product categories.
|
You may print your order at any time; however, if you have not placed the order on hold or gone through the check out process, your order will not be totaled. Orders reprinted from your order history will be totaled.
|
You must either delete the order, hold the order or check out each order prior to logging out of the S.O.S. II system. If you simply logout, your order will remain on our main frame; however, you will not be able to retrieve it. Should you inadvertently logout, please contact our technical department for assistance. When you have finished with your order, either by placing the order on hold or checking out, click on the "Logout" button. This will return you to the login screen, click the "X" in the upper right hand corner of your screen to close your browser or click "Home" to return you to your home page.
|