AgencyExpress 3.0. A Quick Start Guide to Online Ordering

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Kathleen Gaines
8 years ago
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1 AgencyExpress 3.0 A Quick Start Guide to Online Ordering

2 As you go through this training information, please note there are some specific details that you need to be aware of in order to successfully submit an online order. Below is a list of these points: When selecting items for your order you will need to click on add to cart for each page before moving on to the next page. Failure to add items from page one to your cart before moving to page two will result in the loss of those items. You will need to go back and re-select those items and add to cart before moving on. (see slide/page 8) When entering information into the my appointment box you will need to enter information from left to right. If it is entered out of order it will not be accepted and you will have to re-enter the information. (see slide/page 9) In AgencyExpress, before you check-out, you will be required to enter an appointment date and time, which must be selected from the drop down menu of options. (see slide/page 9) Although the Delivery Calendar has numerous times to choose from, REMEMBER, the ONLY schedules deliveries to arrive BETWEEN the hours of 8am-noon OR between the hours of noon-4pm. Your delivery will be scheduled based on your Requested Delivery Date, and will be approved by the based on availability. 2

Failure to add items from page one to your cart before moving to page two will result in the loss of those items. You will need to go back and re-select those items and add to cart before moving on.

3 The deadline for Online orders is before 10:30 AM one business day before pick up. This means that orders must be submitted in time to reach us before 10:30 AM. Delivery orders must be placed two business days before expected delivery date. Delivery orders will be scheduled by the based on date requested availability. An order confirmation is sent to the address on file, however you can track the status of your order right on your screen! (see slide/page 12) You will not be able to add to your order until the status changes to Acknowledged. (see slide/page 13) While most online orders will be available to add on to within 30 minutes of your initial order, some orders may require additional assistance from a Food Bank employee to move through the system. Because of this you may experience a delay between submitting an order and being able to add on to that order online. Maximum lead time for placing an order is 7 business days. The schedule will not allow orders for more than 7 business days out. 3

An order confirmation is sent to the e-mail address on file, however you can track the status of your order right on your screen!

4 Getting to AgencyExpress Open a web browser, only Internet Explorer 6.0 or higher, or Firefox 2.x or higher will open AgencyExpress Go to: 4

5 Logging in to AgencyExpress Your login information consists of three fields: User Name Password Program Code Check Remember me next time to save your login information in the web browser. If you forgot your password, there is a link on the login page that will your password to you. If your address changes, please make sure to notify us by using the Help tab to select Report A Problem. Under subject select address, enter your new address in the Comment box. 5

If you forgot your password, there is a link on the login page that will email your password to you.

6 Login Program Code Program Code: The program code is a unique code that identifies which food bank you are ordering from and what agency you are ordering for. The program code is broken into three parts: Maryland Food Bank Code: 0007 Character Code: p (stands for Program) Program No: (note: replace with your Food Bank Program number 6

The program code is broken into three parts: Maryland Food Bank Code: 0007 Character

7 Shopping List To browse the available inventory, select Shopping List from the Order Options menu. There are a number of different methods for finding and sorting items. You can search by: Description Item No. Category Handling Requirements Favorites To print list, click on the print icon 7

There are a number of different methods for finding and sorting items.

8 Shopping Adding Items to the Cart To add to your shopping cart, enter the quantity of the product you would like to order. Then click on the Add To Cart button. *You can add quantities to multiple products (that are on the same page), and then click on Add to Cart and it will add ALL quantities, on that page, to your shopping cart. *Remember - You must click on add to cart before moving to the next page of the inventory list. If you have selected items from page one and do not add them to your cart before moving to page two, the items will not be added to your order. Each time you add an item(s) to your cart you will receive a confirmation message. Click OK 8

cart. *Remember - You must click on add to cart before moving to the next page of the inventory list.

9 Shopping Check Out/My Appointment When you are done adding items, click on the Check out button On the next screen you will fill in My Appointment box. You will need to start on the left and work your way across. You will not type this information in. Instead you will need to do the following: 1. Select Delivery or Pickup 2. Click on the Calendar icon 3. Select a date. Only the highlighted dates can be selected 4. Click on the clock icon 5. Select a time Remember, your delivery will be between 8am-noon OR between noon and 4pm. Delivery time will be based on Requested Delivery time but will be assigned by the Maryland Food Bank based on availability. 9

Select Delivery or Pickup 2. Click on the Calendar icon 3. Select a date. Only the highlighted dates can be selected 4. Click on the clock icon 5.

10 Shopping Cart Submit Cart After you enter the appointment information, you can review your order. Here you can: Make adjustments to the quantity and then click Update Cart, or Continue Shopping, or Submit Cart VERY IMPORTANT -The order is NOT sent to the and items are NOT reserved until you have submitted your shopping cart. Even if you have items in your shopping cart, they are not reserved until it has been submitted. 10

Cart VERY IMPORTANT -The order is NOT sent to the and items are NOT reserved until you have submitted your

11 Shopping Cart Submit Cart After you click Submit Cart, you will be asked if you are sure you want to submit the order, please click on the OK button to confirm You will then see a message stating that your order was submitted successfully You will then be re-directed to Order Management, where you can review, edit, and print your orders 11

then see a message stating that your order was submitted successfully You will then

12 Order Management You can search for orders by date range, or reference number, and you can check the status of your order Status Key New Order means that you have successfully created a new order. Sent to Foodbank means the order has been submitted to the food bank. You must wait for the status to change to Acknowledged before you are able to change your order. Acknowledged means the order has been received by the food bank and is now available to be edited. Rejected means the order has been rejected and will not be shipped. Cancelled means the order was cancelled by the shopper and will not be shipped. Editing means the order has been opened for editing (changes) and must be submitted before it will be shipped. Invoiced means the order has been shipped. 12

Acknowledged means the order has been received by the food bank and is now available to be edited. Rejected means the order has been rejected and will not be shipped.

13 Editing/Adding to An Order Orders in AgencyExpress can be re-opened, once they have been submitted, to add or remove items. Go to the Order Options tab and select Order Management. To change your existing web order, the status must be Acknowledged. Click to cancel the order Click to print the order To add to your existing web order click on the pencil icon. This will reopen your shopping cart and allow you to add items to your order as well as adjust the quantities of items you have already submitted. VERY IMPORTANT NOTE: If you reopen your order, you must submit the order again. If you made no changes, click Cancel Edit. If you do not follow these steps, the order will remain in the Edit status and will not be available to be shipped. 13

This will reopen your shopping cart and allow you to add items to your order as well as adjust the quantities of items you have already submitted.

Document Services Online Customer Guide

Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options