Web Account & E-commerce Quick Reference Guide

Transcription

1 We just made your life easier. Web Account & E-commerce Quick Reference Guide THE COLOR PRINTER, INC. 200 W. Taylor St. Hobbs, NM (575) (866)

2 Welcome to THE COLOR PRINTER e-commerce webpage. Click the Login link on top left side of the screen. A dropdown form will appear. If you are already setup as a web customer, please enter your User Name: and Password: and click the green Login icon. If you are not setup as a web customer and would like to be, please contact us at: web@thecolorprinter.com or (575) and let us know the name of your organization or business and we will put all of your regularly order items in a customized account for you. You are now logged into your web account. From here you will be able to order or get quick quotes from your existing documents, view your order history, send a file, update your contact information and change your login password. To change your password or update your contact information: Click the My Account link on top right side of the screen. A dropdown menu will appear. Click the Profile link, third option down on the list. It is important that you update your address on your first time logging in. This is how you will be notified on any updates on your account. Click the Edit button and make the changes as needed on your profile. Once complete, click the Update button on the bottom right side of the screen then the Back to My Account button to exit. While in your account, the dropdown menu is disabled. The menu options are now found in the column to the far left of the screen. Page 2

3 Ordering from your account. All of your documents should be displaced in the FEATURED PRODUCTS box. If they are not, click the gold Go to Category box on the top left side of the screen. A dropdown list will appear. Click the My Documents link from that list. When choosing a document to be ordered you can hover over the thumbnail and a message balloon will appear with description of the product. You can click on the thumbnail to view a preview of the document before you place the order. Alternatively, you can click the green Customize icon to go directly to the order screen. After previewing the image of the chosen document, click the green Customize icon to go to the order screen. The Job Name and typical Quantity automatically appear in the boxes. You can change theses if needed. If you would like to know the price of a higher quantity, enter in the number and click the Update Price button then a new price will appear. (Does not included tax.) Please note: If the order if a job that typically gets made into wraparound books, they quantity is for the overall number forms ordered, not the books. For example, you typically order 20 books. Each book as 50 forms in it. You multiply the number of books by the number of forms and that gives you the overall number of forms. 20x50=1000 qty. You may enter any job details that will assist us with the processing of your job. If your form requires numbering, please include the beginning number for your job as this will be what we use to start the numbering on your forms. Alternatively, you may upload any document or graphic that may assist us in the processing of your job. Examples include a scanned version of your document with notes of changes. (additional alteration fees will apply after inhouse processing of the job request.) When desired quantity, job detail notes and number is entered in, click the Add to Cart icon on the lower right side of the screen. Page 3

4 Ordering from your account with a variable data template. Select your document then click the green Customize icon to go to the variable data template screen. The Job Name and typical Quantity automatically appear in the boxes. Change the job name to the correct name. (example: in the case of a business card, the job name would be the person the business card is for.) If you would like to know the price of a higher quantity, enter in the number and click the Update Price button then a new price will appear. (Does not included tax.) Enter in all the information to be included on variable data template then click the green Update Preview button. The image to right will then update with the included information. If your variable data template includes more than one page, you must complete the form for each page before the system will allow you to move to the step. It is important that you click the green Update Preview button on each page of your variable data template of the system will not let you move to the next step. When complete, click the Open PDF Proof button to view a detailed version of the completed document. When ready, click the Next icon on the lower right side of the screen to continue the order process. Page 4

5 You may enter any job details that will assist us with the processing of your job. Alternatively, you may upload any document or graphic that may assist us in the processing of your job. Examples include a scanned version of your document with notes of changes. (additional alteration fees will apply after inhouse processing of the job request.) You must select the checkbox I have reviewed and approved this job. before you can add item to cart. When job name, quantity, job detail notes and job approval has been entered in and checked, click the Add to Cart icon on the lower right side of the screen. Variable data templates can be setup for just about any job. Business cards, postcards, raffle tickets, forms or whatever your needs may be. Please contact us at (575) or info@thecolorprinter.com if you have any questions on existing variable data templates or information on setting one up. Completing your order using the shopping cart. When you have completed selecting your documents, products or items, click the Cart link/icon on the top of the screen. A dropdown window will appear with a brief description of your order. You can select the job and update it or remove it from the list. Click the green Proceed to checkout icon to start the checkout process. In the Products tab, you have one last chance to make any changes to your order before proceeding. Click either the Shipping Details tab or the green Proceed to Checkout icon to continue. Page 5

6 Verify the shipping address. Update if needed. Choose Delivery Method : Customer Pick Deliver UPS Include and Delivery Instruction that may be needed. Click either the Payment Options tab or the green Proceed to Checkout icon to continue. Choose Payment Method : Charge to Account Purchase Order Included PO Number if paying with PO. Verify the billing address. Update if needed. Click either the green Confirm Order icon to continue. Verify that all information is correct. Update if needed. Click either the gold Place Order icon to complete order. Order Confirmation. An was automatically sent to you. Alternatively you may print out this order confirmation page. This order goes directly into our invoice & estimating system and an is sent to us alerting us of your order. Any files, images or variable data templates are also sent to us automatically for processing. Once printing & production is complete, the order will be invoiced to your account. Page 6

7 We just made your life easier. THE COLOR PRINTER, INC. 200 W. Taylor St. Hobbs, NM (575) (866)