VIRTUAL TRADE SHOW. User s Guide. Release 1.O

Transcription

1 VIRTUAL TRADE SHOW User s Guide Release 1.O June, 2011

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3 VIRTUAL TRADE SHOW User s Guide

4 2010 McLane Company, Inc. RELEASE 1.0 (MAY, 2011) Revised by: Maria Ramos Reviewed by: Tom Clark & Steven Shriner CONFIDENTIALITY NOTICE This is an internal McLane publication, and the information it contains is confidential. No part of this document may be distributed externally. TRADEMARK NOTICE All terms in this publication that are known to be trademarks or service marks have been appropriately capitalized following the style of the manufacturer. Use of a term in this publication should not be regarded as affecting the validity of any trademark or service mark. READER COMMENTS Comments about this publication should be directed to the Technical Publications Manager at the address below. Include the publication number and title with your comments. MCLANE INFORMATION SYSTEMS 4747 McLane Parkway Post Office Box 6115 Temple, TX

5 CONTENTS ILLUSTRATIONS... VII ABOUT THIS GUIDE... 1 Symbols and Conventions... 1 WHAT IS THE VIRTUAL TRADE SHOW SYSTEM?... 3 System Objectives... 3 Features... 3 Benefits... 4 System Basics... 4 GETTING STARTED... 5 Accessing the Virtual Trade Show System... 5 Looking up Items... 8 look up an item by category... 8 Look up an item by Supplier Look up an item using item search Limiting Item Display Limiting NACS Category display Limiting Trade Show display VTS Order Allocation Place an Order view Order Summary Review & Finalize Review & Finalize an Order Delete A Store(s) From An Item For a Specific Ship Date Delete An Order For A specific Ship Date view Item/Bundle & Order Summary REFERENCE INFORMATION VTS Order Allocation Screen Features Single Item Info Item Bundle Info Inactive Customers Multiple Row Selection Review & Finalize Order Screen Features Search Print Common Features view Larger image Of an Item Column Sort rotating images For Assistance INDEX Contents v

6 Virtual Trade Show User s Guide, February 10

7 ILLUSTRATIONS FIGURE 1: URL MAPPING... 5 FIGURE 2: MCLANE HOME PAGE... 5 FIGURE 3: LOG IN SCREEN... 6 FIGURE 4: MY MCLANE HOME PAGE... 6 FIGURE 5: VIRTUAL TRADE SHOW HOME PAGE... 7 FIGURE 6: CATEGORIES SCREEN... 8 FIGURE 7: CATEGORIES - ALTERNATIVE SNACKS SCREEN... 9 FIGURE 8: SUPPLIERS SCREEN FIGURE 9: SUPPLIERS SUPPLIERS A-C SCREEN FIGURE 10: SUPPLIERS A-C - AMERICAN DAIRY BRANDS SCREEN FIGURE 11: ITEM INFO FIGURE 12: ITEMS SCREEN FIGURE 13: ITEMS - RESULT SCREEN FIGURE 14: USER PROFILE POPUP SCREEN FIGURE 15: TRADE SHOW POPUP SCREEN FIGURE 16: ORDER BUTTON FIGURE 17: VTS ORDER ALLOCATION SCREEN FIGURE 18: VTS ORDER ALLOCATION CUSTOMER GROUPING/CORP CODE SCREEN FIGURE 19: VTS ORDER ALLOCATION DIVISION SCREEN FIGURE 20: VTS ORDER ALLOCATION WORKLIST SCREEN FIGURE 21: SHIP DATE CALENDAR FIGURE 22: VTS ORDER ALLOCATION - APPLY QUANTITY SCREEN FIGURE 23: ORDER PLACE POPUP SCREEN FIGURE 24: ORDER SUMMARY SCREEN FIGURE 25: REVIEW & FINALIZE ORDER OPTION FIGURE 26: REVIEW & FINALIZE ORDER SCREEN FIGURE 27: REVIEW & FINALIZE ORDER CONFIRM FINALIZE SCREEN FIGURE 28: REVIEW & FINALIZE ORDER CONFIRM SCREEN FIGURE 29: REVIEW & FINALIZE ORDER ORDER CONFIRMATION SCREEN FIGURE 30: REVIEW & FINALIZE ORDER DELETE STORE(S) SCREEN FIGURE 31: REVIEW & FINALIZE ORDER DELETE CONFIRMATION SCREEN FIGURE 32: REVIEW & FINALIZE ORDER DELETE ORDER SCREEN FIGURE 33: REVIEW & FINALIZE ORDER DELETE CONFIRMATION SCREEN FIGURE 34: REVIEW & FINALIZE ORDER ORDER SUMMARY SCREEN FIGURE 35: REVIEW & FINALIZE ORDER ITEM/BUNDLE SUMMARY SCREEN FIGURE 36: VTS ORDER ALLOCATION SINGLE ITEM INFO Illustrations vii

8 FIGURE 37: VTS ORDER ALLOCATION ITEM BUNDLE INFO FIGURE 38: VTS ORDER ALLOCATION ITEM BUNDLE ITEM DETAIL FIGURE 39: VTS ORDER ALLOCATION INACTIVE CUSTOMERS FIGURE 40: VTS ORDER ALLOCATION INACTIVE CUSTOMERS DETAIL FIGURE 40: VTS ORDER ALLOCATION SELECT ROW FIGURE 41: REVIEW & FINALIZE ORDER SEARCH / PRINT FIGURE 42: REVIEW & FINALIZE ORDER PRINT BUTTON FIGURE 43: REVIEW & FINALIZE ORDER FINALIZE & PRINT BUTTON FIGURE 44: MICROSOFT WINDOWS PRINT DIALOG SCREEN FIGURE 45: COLUMN HEADER FIGURE 46: VTS ORDER ALLOCATION ROTATING IMAGES - ONE TRADE SHOW FIGURE 47: ITEMS - ROTATING IMAGES - MULTIPLE TRADE SHOWS Virtual Trade Show User s Guide, February 10

9 ABOUT THIS GUIDE The purpose of this user guide is to aid in the learning and use of the Virtual Trade Show. Symbols and Conventions To help you locate and interpret information easily, this guide uses some consistent text formats, symbols, and terms. TEXT FORMATS The following formatting styles identify special information THIS FORMAT bold type italic type ALL CAPITALS SMALL CAPITALS Initial Capitals REPRESENTS Anything that you must type exactly as it appears. For example, if you are asked to type dir \windows, you would type all the bold characters exactly as they are printed. Placeholders for information you must provide. For example, if you are asked to type filename, you would type the actual name for a file instead of the word shown in italic type. Italic type also signals a new term. An explanation immediately follows the italicized term. Directory names, filenames, and acronyms. Labels of keys on your keyboard. Menu items, command names, and dialog-box names and options. Instructions for mouse users. Instructions for keyboard users. About This Guide 1

10 KEYBOARD FORMATS The following formats identify key combinations and key sequences. FORMAT key1+key2 key1,key2 MEANING A plus sign (+) between key names means to press and hold down the first key while you press the second key. For example, press alt+esc means to press and hold down the alt key and press the esc key. Then release both keys. A comma (, ) between key names means to press and release the keys one after the other. For example, press alt,f means to press and release the alt key, and then press and release the f key. MOUSE TERMS These terms indicate the following actions. TERM Point Click Double click Drag ACTION Move the mouse pointer until its tip rests on the desired part of the screen. Press and then immediately release the mouse button without moving the mouse. Click the mouse button twice in rapid succession without moving the mouse. Point and then hold down the mouse button as you move the mouse. CHOOSING AND SELECTING ITEMS In this guide, the terms select and choose have different and specific meanings. Selecting an item usually means marking it with the selection cursor, which can appear as a highlight, a dotted rectangle, or both. You also select check boxes in dialog boxes. Selecting alone does not initiate an action. Choosing an item carries out an action. For example, choosing an icon might start an application, open a window, or carry out a command. You can also choose an item from a menu, or choose a command button. You often need to select an item before you can choose it. Virtual Trade Show User s Guide, February 10

11 WHAT IS THE VIRTUAL TRADE SHOW SYSTEM? The Virtual Trade Show system allows the processing of Trade Show Orders in a more automated and streamlines process. System Objectives Features Improve ratio of product received to product ordered Improve order-to-delivery time frames Reduce cost of processing trade show orders Allow customer to order at customer, group or store number level Provide order summary details Automatically upload the information to the Distribution System Category view allows you to Choose a specific NACS category Filter results by a specific Trade Show See how many total items are in the category chosen Quickly identify item numbers, bundle offers, cost and deadlines associated with each item Supplier view allows you to Identify the supplier Identify the first letter of the name of the supplier you want to see offers from if no filters are applied View Featured items and current promotions from chosen supplier to the right side of the screen View, if multiple trade shows are chosen, the same item could appear with different deals and dates Search view allows you to Quickly find products by entering either the a. Item Number b. UPC Code c. Part of the Description Perform a Description search which allows wildcard searches. For example: If you want to find every CHEX item you could enter HEX and get any item that has HEX in the description field Special viewing allows you To view a larger image of the product by clicking on the magnifying glass To view bundle promotions, if a deal is a bundle, by clicking on the magnifying glass to see all products and quantities being sold for the bundle What Is The Virtual Trade Show System? 3

12 Benefits Limit your view of items by a. User Profile see candy items if a candy buyer b. Trade Shows want to see a specific event Ordering Products: After clicking on the Place Order button, all stores associated to your sign-on appear. The following features now apply: Click magnifying class to enlarge product image Choose a Ship Date Apply a quantity to all stores Order for a single location Place an order, change ship date and place a second order Limit stores by McLane division Choose a different grouping Review Order: By clicking on the Review Order button, you can do the following: Change quantities View larger image Delete item and all stores for that specific Ship Date Print a report of the items in the cart Finalize the order which finishes the ordering process Once the order is submitted/completed, an is sent detailing the items purchased and all related information such as cost, ship dates and quantities Consists of special promotions, deals and other important information Easy to navigate, search and filter Have control over delivery dates System Basics The following browsers are supported for the Virtual Trade Show system: Safari Chrome FireFox IE (7.0, 8.0, 9.0) Virtual Trade Show User s Guide, February 10

13 GETTING STARTED This chapter describes the various tasks that can be performed via the Virtual Trade Show system. Accessing the Virtual Trade Show System The Virtual Trade Show system can be accessed via any web browser. To access the Virtual Trade Show system 1. Open your browser and key in in the URL address bar. Figure 1: URL mapping 2. Press Enter. The McLane web site home page displays. Figure 2: McLane Home Page Getting Started 5

14 3. Click the My McLane button on the upper right hand. The log in screen displays. Figure 3: Log in screen 3. Enter your User ID and password (see Figure 3). 4. Click the Log in button (see Figure 3). The My McLane home page displays. Figure 4: My McLane home page Virtual Trade Show User s Guide, February 10

15 5. Click New VTS within the Web Applications table (see Figure 4). The Virtual Trade Show home page displays. Figure 5: Virtual Trade Show home page Getting Started 7

16 Looking up Items There are three ways to look up items; by Category Supplier Item Search LOOK UP AN ITEM BY CATEGORY To look up an item by Category 1. Click the Categories menu tab. The Categories screen displays with all items displayed. Figure 6: Categories screen Virtual Trade Show User s Guide, February 10

17 2. Click a Category on the left navigation. All items for that Category display. Figure 7: Categories - Alternative Snacks screen 3. Repeat step 2 for all categories you want to view. Getting Started 9

18 LOOK UP AN ITEM BY SUPPLIER To look up an item by Supplier 1. Click the Suppliers menu tab. The Suppliers screen displays with all items. Figure 8: Suppliers screen Virtual Trade Show User s Guide, February 10

19 2. Click a range of suppliers on the left navigation. All items for that range of suppliers display. Figure 9: Suppliers Suppliers A-C screen Getting Started 11

20 3. Click on a Supplier on the left navigation to view items for that supplier. All items for that supply display. Figure 10: Suppliers A-C - American Dairy Brands screen 4. Repeat step 2 & 3 to view items for a specific supplier. Virtual Trade Show User s Guide, February 10

21 LOOK UP AN ITEM USING ITEM SEARCH There are three options in which you can search an item. You can search by Item Number Item or Bundle Description UPC These options can only be used individually; they cannot be combined. For example, you cannot enter an Item Number and Description. You can enter an Item Number or a Description, not both. The following diagram shows the areas that are searched. Item Name SINGLE ITEMS BUNDLES Bundle Name UIN UPC Figure 11: Item Info NOTES For Bundles: Bundle Name displays instead of Item Description Total number of items displays instead of UIN & UPC Cost is the cost for the bundle (sum of billcost of all the items in bundle) Allowance is the allowance for the bundle When you click on the item a listing of the items within the bundle displays instead of an enlarged image of the item Getting Started 13

22 To look up an item using the Item Search 1. Click the Items menu tab. The Items screen displays with all items displayed. Figure 12: Items screen 2. Enter the following in the fields provided: Single Item: Item Number, Description or UPC Bundles: Description 3. Click the Search button. A list of items matching the search criteria display. Virtual Trade Show User s Guide, February 10

23 Figure 13: Items - Result screen NOTE If your browser does not allow for popup, a popup message appears above the page so you can elect to allow popups to display. Getting Started 15

24 Limiting Item Display There are two ways to limit the display of items: User Profile this screen allows you to specify which items to display according to NACS categories specified. Trade Show this screen allows you to specify which items to display according to Trade Shows specified. LIMITING NACS CATEGORY DISPLAY To limit item display using the User Profile option 1. Click the User Profile menu tab. The User Profile popup screen displays with a listing of all your available categories. Figure 14: User Profile popup screen NOTE If your browser does not allow for popup, a popup message appears above the page so you can elect to allow for popups to display. 2. Perform one of the following: Click Select All Categories at the top of the screen to view items from all categories Click the desired category(ies) to view items for the category(ies) chosen. NOTE To deselect all categories, click the Select All Categories check box. 3. Click the Submit button. Only items matching the option(s) chosen display for all pages. NOTE Category setting will be applied to future logins until they are changed. Virtual Trade Show User s Guide, February 10

25 LIMITING TRADE SHOW DISPLAY To limit item display using the Trade Show option 1. Click the Trade Show menu tab. The Trade Show popup screen displays with a listing of all your available Trade Shows. Figure 15: Trade Show popup screen NOTE If your browser does not allow for popup, a popup message appears above the page so you can elect to allow for popups to display. 2. Specify which Trade Show items you wish to view by performing one of the following: Click Select All Tradeshows at the top of the screen to view items for all Trade Shows Click the desired Trade Show(s) to view items for the trade show(s) chosen. NOTE To deselect all Trade Shows click the Select All Tradeshows check box. 3. Click the Submit button. Only items matching the option(s) chosen display for all pages. NOTE Trade Show setting will be applied to future logins until they are changed. Getting Started 17

26 VTS Order Allocation The VTS Order Allocation screen allows you to allocate items and specify the Ship Date you want the item to be shipped and to which store(s). PLACE AN ORDER To place an order 1. Click the Order button for the item you wish to order. The VTS Order Allocation screen displays. Figure 16: Order button Virtual Trade Show User s Guide, February 10

27 Figure 17: VTS Order Allocation screen 2. If there is not a customer group(s) in the drop down, contact the CSR at the division to set up the profile. 3. Click Customer Grouping or Corp Code link to specify if you want to order at the Customer Grouping or Corp Code level. The system returns filters the item listing depending on the option specified. Figure 18: VTS Order Allocation Customer Grouping/Corp Code screen 4. Specify which division you wish to order from. The system returns filters the item listing depending on the option specified. Getting Started 19

28 Figure 19: VTS Order Allocation Division screen 5. Specify if you want to use your pre-identified Worklist (subset of customer group) store listing. The system returns filters the item listing depending on the option specified. Figure 20: VTS Order Allocation Worklist screen NOTE The Customer Grouping, Corp Code, Divisions and Worklist are pre-identified by your McLane division contact. 6. Choose a Ship Date using the calendar to the right. The date is inserted into the Ship Date field. Figure 21: Ship Date Calendar NOTE Default Ship Date is set to the first available McLane ship date. Unavailable ship dates are crossed out. 7. Specify the quantity of items to be ordered by performing one of the following: Enter a quantity amount (1 to 9999) in the Apply field to populate the same quantity for all items listed and click the Apply button. Enter a quantity (1 to 9999) for each item you want to order in the Qty field. Virtual Trade Show User s Guide, February 10

29 Apply field Apply button Add to Cart button Done button Qty field Figure 22: VTS Order Allocation - Apply Quantity screen NOTES Qty amount is from 1 to To clear quantity entered, click the Reset button. 8. Click the Add to Cart button to add items to your cart/order. The Order Placed popup screen displays. Figure 23: Order Place popup screen Getting Started 21

30 NOTE When a Ship Date is selected that has an order, the following message displays instead: 9. Click OK. 10. Click the Done button to close the VTS Order Allocation screen (see Figure 22). NOTE A warning displays if you click Done before you have added the order to the cart. If you click OK, the screen closes without adding the order to the cart. If Cancel is clicked, you return to the screen where you can add the order to the cart if you wish. Virtual Trade Show User s Guide, February 10

31 VIEW ORDER SUMMARY To view your Order Summary from the VTS Order Allocation screen 1. Click the Click here for Order Summary link. A summary of your order displays. NOTE: The Total Bundle Qty is the SUM of Qty for each store (not at the item level). For example: You ordered 10 bundles for Store 1, 20 for Store 2, 30 for Store 3 and 20 for Store = 80 bundles Figure 24: Order Summary screen 2. Click the Close button to close the popup and return to the screen. NOTES In order to see the current item within the Order Summary information, you must have added it to the cart. Bill cost and Net Cost do not include McLane Markup or Tax. NOTE: Total Qty includes all the items within the bundles. In this example, the bundles have 11 items in each bundle; hence, 80 bundles X 11 items = 880 items total. As a result, 880 of the 1,095 items are from the bundles leaving 215 items not within a bundle. Getting Started 23

32 Review & Finalize The Review & Finalize screen allows you to update order quantities, remove a store(s) or delete an order for a specific ship date. REVIEW & FINALIZE AN ORDER To review & finalize the order 1. Click the Review & Finalize Order menu tab. Figure 25: Review & Finalize Order option The Review & Finalize Order screen displays. Virtual Trade Show User s Guide, February 10

33 Item - Ship Date Qty field Figure 26: Review & Finalize Order screen 2. Review each item by clicking on the corresponding Item & Ship Date tab and if need be, perform one of the following: Update item quantity by entering the desired quantity over the current quantity. NOTE When changing Qty a confirmation message appears at the top right of the screen when the cursor is place in another area of the screen. Delete a store(s) (see Delete An Order For A specific Ship Date on Page 28). 3. Click OK to finalize and place the order or Cancel to not order the product. The Confirm Finalize message displays. Getting Started 25

34 Figure 27: Review & Finalize Order Confirm Finalize screen 4. If OK is chosen, an confirmation message displays so you can accept the default address or enter another. If Cancel, the message closes and returns you to the previous screen. Figure 28: Review & Finalize Order Confirm screen NOTE If you enter another , it is only for this order. The default is always what s specified at the time of registering. 5. Click OK. An is sent to the specified and the Order Confirmation screen displays. Figure 29: Review & Finalize Order Order Confirmation screen 6. At this time you can print your order (see Print on Page 35). Virtual Trade Show User s Guide, February 10

35 DELETE A STORE(S) FROM AN ITEM FOR A SPECIFIC SHIP DATE To delete a store(s) from an item 1. From the Review & Finalize Order screen (see Figure 26), click the tab of the item & ship date you want to remove the store(s) from. 2. Click the check box to the left of the store(s) you want to remove. Delete Button Checkbox Figure 30: Review & Finalize Order Delete Store(s) screen 3. Click the Delete button. A Delete Confirmation screen displays. Figure 31: Review & Finalize Order Delete Confirmation screen 4. Click OK. The store(s) is removed from that specific item. NOTE If zero is entered in the Qty field, the store is deleted as well after the confirmation. Getting Started 27

36 DELETE AN ORDER FOR A SPECIFIC SHIP DATE To delete an order for a specific Ship Date 1. From the Review & Finalize Order screen (see Figure 26), click the tab of the order you want to delete/remove. 2. Click the check box to the left of the Qty column. All stores are selected. Figure 32: Review & Finalize Order Delete Order screen 3. Click the Delete button. A Delete Confirmation screen displays. Figure 33: Review & Finalize Order Delete Confirmation screen 4. Click OK to delete/remove the order or Cancel to back out. NOTE The tab for the order you deleted will continue to display until you close the Review & Finalize Order screen and then open it back up. Virtual Trade Show User s Guide, February 10

37 VIEW ITEM/BUNDLE & ORDER SUMMARY To view your Item/Bundle & Order Summary from the Review & Finalize Order screen 1. Click the Click here for Order Summary link. A summary of your order displays. NOTE: Total Qty includes all the items within the bundles. In this example, the bundles have 11 items in each bundle; hence, 80 bundles X 11 items = 880 items total. As a result, 880 of the 1,095 items are from the bundles leaving 215 items not within a bundle. Figure 34: Review & Finalize Order Order Summary screen NOTE Bill cost and Net Cost do not include McLane Markup or Tax. 2. Click the Click here for Item/Bundle Summary link. A summary of bundle items for the order displays. NOTE: The Total Bundle Qty is the SUM of Qty for each store (not at the item level). For example: You ordered 10 bundles for Store 1, 20 for Store 2, 30 for Store 3 and 20 for Store = 80 bundles Figure 35: Review & Finalize Order Item/Bundle Summary screen 3. Click the Close button to close the popup and return to the screen. NOTE Bill cost and Net Cost do not include McLane Markup or Tax. Getting Started 29

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39 REFERENCE INFORMATION This section provides additional Virtual Trade Show system information. VTS Order Allocation Screen Features This section describes some of the information and features available on the VTS Order Allocation screen. Such as: Item Detail Bundle Detail Ship Date allocated to item Active and Inactive Customer count Inactive Customer Detail Multiple Row Selection SINGLE ITEM INFO Item Detail: 1. Item Name 2. UIN # & which distribution 3. UPC # 4. Description pack/size Displays how many ship dates are allocated for this item. Figure 36: VTS Order Allocation Single Item Info ITEM BUNDLE INFO Bundle Detail: 1. Name of Bundle 2. Bundle Distribution 3. Number of Item in the bundle If bundle has 11 items, all items rotate to display. Displays how many ship dates are allocated for this bundle. Click here to see item detail info for each item in the bundle. See Figure 38 below. Figure 37: VTS Order Allocation Item Bundle Info Reference Information 31

40 Detail Item info for each item within the bundle. Click the scroll bar to page to the rest of the listing. Click OK to close screen. Figure 38: VTS Order Allocation Item Bundle Item Detail INACTIVE CUSTOMERS At the bottom of the screen displays customer information: total number of customers found and total of inactive customers. Click the Inactive customers link to see a listing of all inactive customers. See Figure 40 below. Figure 39: VTS Order Allocation Inactive Customers Virtual Trade Show User s Guide, February 10

41 Inactive Customers Detail information. Click the scroll bar to page to the rest of the listing. Click OK to close screen. Figure 40: VTS Order Allocation Inactive Customers Detail NOTE See Common Features starting on Page 37, for other features. MULTIPLE ROW SELECTION To select multiple rows, Press the Ctrl key and click on the row(s) you wish to select. When using the Apply feature, the quantity will be applied only to the selected stores. If no rows are selected, quantity will be applied to all stores. When rows are selected, columns are highlighted in a darker green. Figure 41: VTS Order Allocation Select Row Reference Information 33

42 Review & Finalize Order Screen Features This section describes some of the information and features available on the Review & Finalize Order screen. Such as: How to search How to print Print Search Figure 42: Review & Finalize Order Search / Print SEARCH To search your order (see Figure 42) 1. Enter a word or phrase in the Search text box. 2. Click the Search button. The system highlights the first occurrence in yellow. 3. Click the Search Next button to find the next occurrence of the word/phrase. NOTE There is no need to select each Item Ship Date tab to search. The search feature will automatically search each tab. Virtual Trade Show User s Guide, February 10

43 PRINT To print your order (see Figure 42) 1. Click the Print button. The Order Confirmation screen displays. Figure 43: Review & Finalize Order Print button If you finalized your order, this message will appear on the screen. Along with your Order Number & Order Date. Figure 44: Review & Finalize Order Finalize & Print button Reference Information 35

44 2. Click the Print button. The standard Microsoft Windows Print dialog screen displays. 3. Select the desired printer. Figure 45: Microsoft Windows Print dialog screen 4. Click the Print button. The report is directed to the printer selected for retrieval. NOTE See Common Features starting on Page 37, for other features. Virtual Trade Show User s Guide, February 10

45 Common Features This section discusses Common Features of the Virtual Trade Show system. VIEW LARGER IMAGE OF AN ITEM To view a larger image of an item 1. Click the magnifying glass image to the bottom right of the item. A larger image of the item displays. 2. Click the X to close the image and return to the screen. NOTE For Bundles, when you click on the item a listing of the items within the bundle displays instead of an enlarged image of the item Reference Information 37

46 COLUMN SORT To sort a column 1. Click on a column header. The listing is sorted in ascending order depending on the column header chosen. Column Header Figure 46: Column Header 2. Click on the column header again. The listing is sorted in descending order. 3. Repeat steps 1 & 2 for each column you would like to sort. ROTATING IMAGES The rotating images feature is available on the Home, Categories, Suppliers and Items pages. There are two categories of rotating images: New/Featured Items and Current Promotions. The purpose of this feature is to advertise the items available for purchase, what they look like and to be able to order the item by clicking on it without having to search for it. New / Featured Items Current Promotions Virtual Trade Show User s Guide, February 10

47 To order an item using the rotating items 1. Click on the desired item. Depending on the item chosen, either the VTS Allocation or the Items screen displays. The VTS Order Allocation screen displays if the item is only within one Virtual Trade Show. Figure 47: VTS Order Allocation Rotating Images - one Trade Show The Items screen displays if the item is within more than one Virtual Trade Show so you can choose from one of the Trade shows. Figure 48: Items - Rotating Images - multiple Trade Shows 2. See VTS Order Allocation on Page 18, to order the item. Reference Information 39

48 For Assistance Call your customer service department if you encounter a problem, have questions or need any type of assistance regarding the Virtual Trade Show systems. To contact the McLane Help Desk: Temple Office: (254) Toll Free: help@mclaneco.com Virtual Trade Show User s Guide, February 10

49 INDEX A About this Guide, 1 Symbols and Conventions, 1 Accessing the Virtual Trade Show System, 5 B Benefits, 4 Bundle, 3, 13, 23, 29, 37 C Column Sort, 38 Common Features Column Sort, 38 Rotating Images, 38 View Larger Image, 37 D Delete A Store From An Item For a Specific Ship Date, 27 Delete An Order From An Item For a Specific Ship Date, 28 Features, 3 F G Getting Started, 5 Accessing the Virtual Trade Show System, 5 Limiting Item Display, 16 Looking up Items, 8 Review & Finalize, 24 VTS Order Allocation, 18 Inactive Customers, 32 Item Bundle Info, 31 I L Limiting Item Display Limiting NACS Category Display, 16 Limiting Trade Show Display, 17 Limiting Item Display, 16 Limiting NACS Category Display, 16 Limiting Trade Show Display, 17 look up an item by category, 8 look up an item by Supplier, 10 look up an item Using Item Search, 13 Looking up Items, 8 By Category, 8 By Supplier, 10 Using Item Search, 13 M Multiple Row Selection, 33 N NACS Category, 3, 16 Order Summary, 23 Order Summary, 29 Print, 35 O P R Reference Information, 31 Common Features, 37 For Assistance, 40 Review & Finalize Order Screen Features, 34 VTS Order Allocation Screen Features, 31 Review & Finalize, 24 Delete A Store From An Item For a Specific Ship Date, 27 Delete An Order From An Item For a Specific Ship Date, 28 Review & Finalize An Order, 24 View Item/Bundle & Order Summary, 29 Review & Finalize An Order, 24 Review & Finalize Order Screen Features Print, 35 Search, 34 Rotating Images, 38 S Screen Features, 31 Inactive Customers, 32 Item Bundle Info, 31 Multiple Row Selection, 33 Print, 35 Search, 34 Single Item Info, 31 Search, 34 Single Item Info, 31 Sort, 38 Supplier, 10 Symbols and Conventions, 1 System Basics, 4 System Objectives, 3 Trade Show, 3, 17 T Index 41

50 V View Item/Bundle & Order Summary, 29 Virtual Trade Show, 18 VTS, 18 VTS Order Allocation, 18 Place an Order, 18 View Order Summary, 23 VTS Order Allocation Screen Features, 31 Inactive Customers, 32 Item Bundle Info, 31 Multiple Row Selection, 33 Single Item Info, 31 W What is the Virtual Trade Show System?, 3 Benefits, 4 Features, 3 System Basics, 4 System Objectives, 3 Index 42