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 to view the customer’s account information.

 

5.In the Customer Account page Orders section any incomplete order has a status of Open.

 

6.Click the View / Edit Order icon 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.

 

 

•"Type here to enter comments to be included with the order.” will be displayed in this section. The Catalog page with the Comment section outlined in red. The Hide Comment button is now displayed in the shopping cart.

 

 

•Click in the comment area and enter your comment.

•When you are finished editing your comment, click the button  to close the comment section of the screen. See image that follows.

 

•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.

Complete 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:

 

 

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

 

In Complete Order you can:

a.Change your Requested Delivery Date.

b.Enter a P.O. number, if required.

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

d.Comment: Enter a note or information you need to send to us about the order. Allows you to edit / add comments.

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

f.Check the Print Comment on Loading Sheet Only option.

g.Enter the Order Giver name.

h.Displays the order details for review and updating of quantities and prices.

i.Click the Complete Order button when done with changes or you have the option to click Save for Later and hold the order for now.  

 

Modification of the Requested Delivery Date now may impact item pricing.

 

5.  The Confirm Complete Order pop-up box displays: “Send order to distributor? Click Yes to continue or No to stop the order submission process.

 

You will no longer be able to make changes to this order.

 

 

6.   The Order Completed pop-up box displays:

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

 

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 View Order icon to view your order details.

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

 

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

a.Click the Print button at the bottom of the screen.

 

b.The Print Order download dialog box will appear.

 

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

 

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

 

e.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 the Account will be used for sending this email.

 

 

 

An example of the emailed attached invoice PDF.

 

An example of the email you will be sent confirming your order with an attached PDF file containing the invoice. Both the Ship To and Bill To addresses are now on the order along with the Order Giver information.

 

 

 

 

Canceling an Order

•You can cancel your customer’s order anytime during the ordering process by clicking the 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.