August, 2014 E-Commerce Website A/R Tip Sheet Your first time on the site:

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1 Your first time on the site: Log In Log in to the site by clicking Log In you will find this at the top-right corner of every page on the website. You can shop even if you are not logged in, however Prices shown will not match your discount. Less product information will be displayed. Supply List, Order from History, Quick Order, and Draft Orders are unavailable A/R features (View Open Balance, Make Online Payment, and View My Payment History) are also unavailable A/R Features Do you have access to A/R tools? View Open Balance, Make Online Payment and View My Payment History will be visible in the MY ACCOUNT menu and page. BE SURE THAT YOU ARE LOGGED IN TO THE CORRECT ACCOUNT The name of your account will appear below the My Profile and Log Out links at the top right of every page. Click on the name to open the account change dialogue box (pictured below). Click Select to begin using an account. View Open Balance This page displays CUSTOMER INFO, ACCOUNT SUMMARY, AGING, AND INVOICES for the selected account..pdf and.xls files of open balance information can be created from this page. Click on an Invoice # to view it in detail. Page 1

2 Make Online Payment Select (check) the invoice(s) you want to pay. Select All will select every invoice. Clear All will clear what you have selected. Click Continue to proceed to Method of Payment. Required fields are marked by a vertical red bar. Name, Address, City, State, Postal Code, Country, Phone Number and are entered automatically based on your company/account information. Select MASTERCARD or VISA. Enter your credit card information. Click Continue to pay. Click Back to return to the previous page (do not click your Internet browser s Back button). Page 2

3 View Payment History This page displays all payments made for the account that you have selected. Payments can be searched. Enter a From Date and To Date and click Search to retrieve payment information that took place during the time frame entered. Click the + to the left of the Check # field to display detailed Check Amounts and Invoice/Credit #. Use the Invoice/Credit # link to access Order Info and Invoice information. Page 3

4 Non-A/R Features Your first time on the site: Log In Log in to the site by clicking Log In you will find this at the top-right corner of every page on the website. You can shop even if you are not logged in, however Prices shown will not match your discount Less product information will be displayed Supply List, Order from History, Quick Order, and Draft Orders are unavailable Preferences Update these if you are logging in for the first time After logging in, you can update your search preferences. These only need to be changed the first time you log in. They can be changed in the future if necessary. 1. Click on My Profile found to the left of Log Out or on the left end of the main navigation bar. Highlighted in red in image above. 2. Under Profile, click Change your personal details: 3. Scroll down the page to the Preferences pane. a. The first menu will change what order search results are displayed in terms of. i. Relevance to the words you used for the search. ii. Item number (identifying number, not quantity). iii. The item s description. iv. Price. b. The second menu will change whether items are sorted in ascending (starting from the lowest number or price) or descending (starting from the highest number or price) order. c. The final menu changes how items will be added to a shopping cart. i. One item at a time will add only one item to your shopping cart. Each item on a page will have an button. ii. All items on the page at once will add all the items on the page that have a quantity entered. Items will not show an button the button will be at the top and bottom of every page. Page 4

5 The majority of images in this document were taken after selecting All items on the page at once. Searching & Browsing Using Search to Find Products Every page on the website has a search field it is below the live chat and shopping cart icons. How to search: 1. Click in the box. 2. Type what you want to search for. 3. Press either the enter key on your keyboard or click the magnifying glass icon to search. Narrow Your Search and Manufacturers panes will appear on the left side of the screen. Both can be used to refine your search. Using Categories to Find Products You can search using the following: Monk item number Basics item number Words in its description or name (ex: Lenovo thinkpad laptop computer,etc.) Category (keyboard, camera, laptop, etc) Manufacturer name Synonyms The main navigation bar (below the search field) allows you to browse product categories and sub-categories. Once you have selected the first category or sub-category, a page like this (red boxes for highlighting purposes only) will appear: Page 5

6 Categories in the Browse [product category] pane and category thumbnails are the same: both will take you to the same page. Narrow your search pane is visible once you have clicked on to the last sub-category (ex: File Folders). Available products in that sub-category will be displayed (see image below, note red box). You can also narrow your search by Manufacturer. Using Manufacturer Name to Find Products Browsing by manufacturer is available from the home page or once you begin searching for an item. Find the list on the left side of the page. If it is closed (see image right), click it to view the list. A pane of categories will appear and can be used to refine your search. Adding to the Cart via Search Items can be added to your shopping cart by entering a quantity (sometimes abbreviated as Qty and found in every item s information box) and clicking. That button will appear in one of two places depending on your preferences (see page 1): 1. In each item s information box (preference set to One item at a time ). 2. At the top and bottom of a page (preference set to All items on page at once ). Comparing Items Items can be selected while searching and then compared at any time. Add an item for comparison by clicking its check box In grid view, use the Select to Compare check box at the bottom of each product. In list view, use the Compare check box underneath the product image. When checked, the item appears in small boxes like these bottom of the page. at the top and Click to compare items. Page 6

7 Buying Your Shopping Cart Clicking the shopping cart icon (see image right) allows you to view your cart, begin checkout, save the cart, and delete items. The icon is available on every page on the site. Checking Out Once you have clicked the shopping cart icon, checkout is a four-page process: Reviewing your cart, confirming shipping, choosing payment, and a final review of the process. Step 1: Reviewing Cart Click if you make any changes to Quantity or Comments, or any items. Click to continue. Step 2: Shipping Options You can Select a Shipping Address using the drop-down menu. Click to continue. You can also do this before you begin your order by clicking on the location that appears left of your shopping basket (see image) Step 3: Payment Options You can apply coupons, enter shipping date, and add order comments on this page. An Address and Purchase Order Number (pictured) must be entered to continue. Click to continue. Step 4: Complete Order Your order is complete! An will be sent to the address entered in the Payment Options page. You can export the same information immediately by clicking Saved Shopping Carts and Draft Orders Shopping carts can be saved at any point in the checkout process (click your shopping cart to begin checkout). Click. They appear as Draft Orders in the MY ACCOUNT dropdown menu. Deleting Items from a Cart Click on the shopping cart to open, then click cart. to remove an item from your shopping Page 7

8 Order from History Includes all items purchased in the past Use Order History Search to find specific items. The list can be refined by clicking on category under the Narrow Your Search title. Search parameters appear above product pane. Remove search parameters by clicking (x) at the top right of each parameter. Enter the quantity of an item you would like to purchase and then click In addition to the Order from History page, any item that has been purchased before will display this icon: Quick Order If you know the item numbers and quantities of the items you wish to purchase, you can also use Quick Order. Click Add to Order to verify item numbers. Click Add to Current Order to add items to your shopping cart. Your browser will then return to the Quick Order entry page. You must checkout manually: checkout is explained on Page 4. Favourite Lists Favourite Lists simplify consistent purchases. They can be made private. # column. You can search each list for individual items. Search terms are the same as noted on page 2 Items can be tagged with Comments on the Edit page. These are useful for identifying items, for example Sarah s favourite pen. Order of items in a list can be changed using the seq Products can be added to Favourite Lists while browsing or searching for products (see above) and by a search tab at the top of each Favourite List s Edit page Item quantities can be changed from the supply list page (be sure to click changing the quantity). Click Cancel to return to the list of Favourite Lists Track orders Prior orders can be reordered. o Click the order number to view its details and/or reorder. o Quantity can be changed from the shopping cart. Return to the list or orders by clicking after Page 8

9 Location & Payment Changing Location The name of your account will appear below the My Profile and Log Out links at the top right of every page. Click on the name to change your location if you order for multiple sites or departments. Returns Call our customer service centre to process returns. If your account has online returns enabled you can use that option. Online (not available by default) 1. Select Order Number a. Find the Order Number that contains item(s) you wish to return b. Click Sel next to the appropriate Order Number. 2. Select Reason, Enter Quantity, Enter Pick Up Location a. Select from drop down menu the Reason for your return. b. Enter the Quantity you are returning. c. Optional: Enter Pick Up Location if different from where item(s) was delivered. d. Click Next. 3. Review and Confirm a. Review the reason, item(s) quantity, and item(s) being returned. b. Click Create Return to confirm the return. 4. Print and Attach a. Find an from us with an attached Return Authorization PDF. b. Print and attach Return Authorization to item(s). Call-in 1. Acquire your Order # or Invoice # 2. Acquire the Item # 3. Know the number of items you are returning 4. Call customer service a b Managing Issues Backordered and Damaged Products Call customer support (see right) regarding backorders, damaged products, and discrepancies between products ordered and received. Changing & Cancelling Orders Call customer support for changing or cancelling orders. Our site does not have a function to change or cancel orders already in process. Page 9

10 Order Discrepancies Call customer support if you receive something(s) you did not order or did not receive something(s) you ordered, speak with our customer service staff. Billing Issues Billing issues are handled by Gabriele Cruse. She can be reached by phone and . Direct: Extra Details & Tips Environmental handling fees are added to shopping carts as a separate item. Stuck? These tips may help: If a page does not look like you expect it to, find the Cancel or the two, depending on the desired action. button. Click on one of not doing anything? Check that you have entered a quantity. Can t find a pane you are looking for, such as the manufacturer pane? Any box that has a blue header with white text and a white triangle (see right for example) will close when clicked and open when clicked again. Page 10