1) Login using your unique user name and password. (If you have not requested a user name and password, click on Request Login)

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Transcription:

How to navigate MCR Safety s Web-Based Customer Service http://www.mcrsafety.com/customerservice Recommended Browsers: Internet Explorer, Google Chrome, Firefox 1) Login using your unique user name and password. (If you have not requested a user name and password, click on Request Login) Request Login Information Website user ID is assigned to a primary sold-to account. a) You will be required to read and agree with the Conditions of Use and Privacy Notice b) Fill out all the information requested c) You will receive an email confirmation with user name and password d) Each new user will need to create a Secret Question and Answer after they login. It will help them reset their password in the even they forget it. 1

2) Select Branch/Location & Click Update **** This screen will not appear if only on sold-to account has been assigned. 3) If looking for a specific order or invoice, select the Document Search 4) Options within the Document Search Document Type: a) Orders Complete orders b) Invoices Shipped and billed orders Status: a) All Open and Completed orders b) Open Orders that have not shipped or partially shipped c) Complete Orders that have completely shipped Creation Date: a) Today Present Day b) Specific Date Select an exact date c) Select Period Select date range d) Since Yesterday 24 hour window selection e) Last 7 Days Previous 7 days f) Last 30 Days Previous 30 days g) Last 12 Months Previous 12 months 2

Search Type: a) MCR Order Number order number received on confirmation of order b) Customer PO Number Distributor PO number c) Product Number Search by a specific MCR Safety part number previously purchased 5) Options within the Customer Service area 6) Options within Execute Pricing Report Pricing information is displayed for the sold to account assigned to your website user ID. 1) Select by Products Purchased in Last 12 Months: Selects all products purchased in previous 12 months 2) Select by Product Category: Highlight the Product Category on the left that you wish to receive pricing reports and click the right arrow to move over to the right to execute. Click Submit 3) Select by Product(s): a) Select either products by number or description b) Enter the Part Number or Description of product desired for pricing c) Select desired hits per page d) Click Go e) Highlight the desired product number(s) and click the right arrow to move the product number to the selection box on the right f) Click Submit ** Note Fuzzy search * = includes all options that include the number entered (example- looking for 9696 all sizes enter 9696*) 3

7) Options within Execute Open Order Report 1) Select by Any Location(s)/Branch(es) and Any Product(s): a) Location(s)/Branch(es) Highlight and click the right arrow button to move to the execute area b) Select the show by products option of either number or description c) Enter the number or description of the style to search d) Select the number of hits desired 2) Select by Any Location(s)/Branch(es) and All Product(s): a) Location(s)/Branch(es) Highlight and click the right arrow button to move to the execute area 3) Select by All Location(s)/Branch(es) and All Product(s) 4) Select by Customer PO Number Enter PO number 5) Select by MCR Safety Sales Order Number Enter Sales Order number from confirmation 4

6) Selection Time Period: a) Open Orders (Entered in last 12 Months) (DEFAULT OPTION) b) All Orders in last 30 Days will include only orders from the last 30 days c) All Orders in last 60 Days will include only orders from the last 60 days d) All Orders in last 90 Days will include only orders from the last 90 days e) All Orders in last 120 Days will include only orders from the last 120 days 7) Excel Spreadsheet via Email make sure this box is checked to receive an Excel spreadsheet of selected items. 8) Options within Pricing/Availability Inquiry If the web user has more that one sold-to account, pricing information displayed is for the branch/location selected by the user when logging in. a) Enter Product Number or search database by clicking on the envelope next to the blank space b) Enter requested Quantity c) Select ship-to state for warehouse availability d) Click Submit to execute **Disclaimer: The pricing and availability information presented on this screen is realtime and based on the current date and time and is subject to change without notice. 5