CREATING ORDER SHEETS 1. Log into the site with the login name & password provided to you by New Belgium Brewing.

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1 Training Documentation for New Belgium Brewing November 2012 QUICK LINKS All users that login to the POS site will have access to the Quick Links menu option in the top right area of the screen. The options available will be dependent upon permissions assigned to a user s given login. All users will have the 2 options available: 1. Order Sheets 2. My Transactions From the Order Sheets Menu options you are able to select or create a shipping address, select catalogue to create order sheet from (if more than 1 catalogue is assigned to the specified login account), add products and notes to an order sheet and adjust required quantities. CREATING ORDER SHEETS 1. Log into the site with the login name & password provided to you by New Belgium Brewing. 2. Once logged into the site, select or create the shipping address that the order is to be shipped to. Please be sure that if you are creating a new address, to click on the save button once all information has been entered or the information will not be saved. 3. From the Select A Catalog drop down select the catalog to create your order sheet from (if more than 1 catalogue is available from the drop down menu.) From the Select A Carrier drop down menu, select the shipping method to be used to ship the products on this order sheet that is being created and then click the Next button.

2 4. On this screen, the categories of the products available are listed in the red band under the New Belgium Brewing logo. The categories displayed will vary from catalog to catalog and may not look exactly as represented in the example below. 5. Clicking on any of these category titles will display the products available within that category that can be added to the order sheet being created. 6. Products can also be searched for by brand name (ex. Fat Tire) or by item number. To add products to an order sheet, click on the blue circle icon with the arrow and it will be displayed on the right side of the order sheet screen. Once there, the quantity can be updated to the number of product required. Products that are not available to be added to the order sheet due to lack of inventory will have an Out of Stock message displayed in the product area.

3 Symbol Legend: Indicates that the product is available to be added to the order sheet Indicates that the product has been added to the order sheet Indicates that the product is not available to be added to the order sheet and is not clickable. Clicking on this icon will remove the product from the order sheet. 7. Notes can also be added to the product added for reference. Clicking on the Add Note button will display a Note popup window. Text can be entered in this input field. Please be sure to click the Save Changes button to ensure the note information has been saved. It is recommended to restrict notes to approximately characters. 8. Part of the Order Sheet creation process requires a unique PO number to be added in the PO number input field. If there is no PO number added, the next button will remain inactive until it has been added. 9. Once all products have been added to the order sheet

4 from the various categories and the quantities, notes and PO number have been added the order sheet is complete and the Next button can now be clicked to advance to the next step in the process. 10. The Review Order screen provides the user the opportunity to review all items added to the order sheet and verify the details before submitting the order for approval and/or processing. If revisions are required to the products that have been added to the order sheet or products need to be added or removed, clicking the Edit button will return the user to the Create Order Sheet screen where the necessary revisions can be made. If all of the details on the order sheet are acceptable, the Confirm button can be clicked and this will submit the Order Sheet into the Approval workflow. 11. Once the Confirm button is clicked, the user will be taken to an Order Confirmation screen. This screen provides an order number, order status and references the catalog that was used for the order sheet. There is also a link that can be click to view and/or print the order receipt of the order sheet created.

5 From this screen the Copy Order button can be clicked which will create a copy of the order that was just created and the user has the ability change, add or remove products, quantities or notes. Clicking the Continue Shopping button will bring the user back to the screen displayed in step 3 of this document to begin the order process again. If no other order sheets are to be created or copied, the user can log out of the site clicking on the Sign Out link in the top right corner. 12. From the Quick Links menu, the option to view previous transaction is available by clicking the My Transactions link. 13. On the Transactions screen, all order sheets created by this user along with the order number, date created, order status, who the order sheet was placed by and the total amount of the order sheet are displayed.

6 Hovering over an entry in the Placed by column will display the name of the account/person that created the order sheet. Clicking on a row in the Transactions View screen, will open the summary of the transaction that was clicked on in a new tab for review with the option to copy that order. To return to the Transactions View screen, the option is to close the new tab that the order summary has been displayed in or, click on the original tab in the browser that displayed the listing of transactions. Once the order has been approved, the order status will be updated to Approved from Pending and an notification will be sent out. Additionally, if the order sheet is Rejected, the order status will be updated to reflect this new status, and an notification will be sent out.