Completing an Order

As you enter an order, it’s important to note that all the items placed in the shopping cart are being saved on our server.  This means that even if you lose your internet connection, or need to break away for a while and Sign Out, when you return all your ordered items will remain in your customer’s cart.

 

Editing an Open Order

 

1.Use your browser to go to our website home page.

 

2.Sign In to our website with your assigned username and password.

 

3.Select your customer from the list in the Customers tab.

4.Click the Load Customer icon btn-LoadCustomerto view the customer’s account information.

 

5.In the customer’s Account page Orders section the incomplete order has a status of open.

 

6.Click the View / Edit Order icon btn-EditOrder in the first column to view the order details.

 

 

 

7.The Standard Order screen displays with the shopping cart reloaded with the partial order.  

 

8.Add your new items, update quantities, and add comments. Then complete the order and submit it for processing, as detailed later in this chapter.

 

 

Adding Comments to Your Order  

 

While you are creating your order use the Edit Comment button in the upper section of your shopping cart to add comments.

 

You can use the comment area to provide information about an item in your order, order delivery or any other information you need to communicate to us.

 

Click the btn-EditComment  button and the comment section opens at the bottom of the screen.

 

Type here to enter comments to be included with the order.” will be displayed in this section.

 

Click in the comment section and enter your comment.

When you are finished editing your comment, click the btn-HideComment button to close the comment section of the screen.

Cus-SO-ShopCart-Comment

 

You can switch back and forth between Edit Comment and Hide Comment while you create your order in the Catalog, Standard Order, Quick Entry, and Specials screens.

 

Sales-SO-EditComment

The Catalog page with the Comment section outlined in red.

The Hide Comment button is now displayed in the shopping cart.

 

Completing Your Order  

 

Once you are finished with the process of placing your order, follow these steps to ensure your order is sent to us properly:

 

1.Once all your items have been selected, review your shopping cart items and quantities.

 

2.Use the calendar tool btn-Calendar  to determine and set your Requested Delivery Date.  

 

3.Click btn-Complete to submit the order for processing in our main order processing system.

 

 

NetShopCartCases

 

4.The Complete Order page will now display your order with a status of “Pending”.

 

You can change your Requested Delivery Date.  Modification of the Requested Delivery Date now may impact item pricing.

 

Enter a P.O. number, if required.

 

Estimated Total: An estimated total for your order is displayed. Your final total will appear on your invoice.

 

Comment: Enter a note or information you need to send to us about the order.

 

Verify your order information and make any last minute quantity changes.

 

Click the Complete Order button. btn-Complete

 

Sales-CompleteOrder

The Complete Order page with comment and order details available for review and updating.

 

5.The Confirm Complete Order pop-up box displays:

“Send order to distributor? Note: You will no longer be able to make changes to this order.”

 

Click Yes to continue or No to stop the order submission process.

 

CompleteOrder-Confirm

 

6.   The Order Completed pop-up box displays:

“Your order has been saved and will be processed shortly.”

 

Click OK.    

OrderCompleted

 

7.   You will now be returned to your My Account page Order section where your order has a status and invoice # set to “Pending.

Click icon-ViewOrder to view your order details.

 

Once the order has been completed no additional edits are allowed.

 

Cust-MyAcct-Orders2

 

8.When you view your order, you have the option to print the order by generating a PDF document.  

 

Click the Print button at the bottom of the screen. btn-PrintOrder

 

The Print Order download dialog box will appear.

 

If you do not have the Adobe Reader installed on your computer, click the Get Adobe Reader button to download and install it.

 

Select the link Click here to download a PDF of this order.

 

The PDF document will be displayed. Use the Adobe Reader tools to print, and if you like, save a copy of the order on your computer.

 

9.    Click the Sign Out menu tab to exit our online ordering system website.

 

10. Email Notification of your order status will be sent to you during order processing.

 

The email address you entered in your Account will be used for sending you this email.

 

Cust-OrderCompleted-Email

An example of the email you will be sent confirming your order.

 

 

Canceling an Order

You can cancel your customer’s order anytime during the ordering process by clicking the btn-CancelOrder   button in the shopping cart.

 

Once the order has been completed, as described in the Completing Your Order section above, no additional changes are allowed, including canceling it online.

 

If you need to cancel a submitted order, please contact our customer service department.