User Guide ROMALink User Guide Version 1.0-1-
ROMALink User Guide Copyright 2005 VISTAR CORPORATION Under copyright laws, this document may not be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine-readable form in whole or in part, without the prior written consent of VISTAR CORPORATION. VISTAR CORPORATION 12650 East Arapahoe Rd Centennial, CO 80112 Phone: 303-662-7100 The trademarks, service marks and logos (together, the Trademarks ) used in this document and on VISTAR CORPORATION (VISTAR CORPORATION) web site (Site) are registered and unregistered Trademarks of VISTAR CORPORATION and others. Nothing in this document should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any Trademark displayed on this site without the written permission of the Trademark owner. VISTAR CORPORATION aggressively enforces its intellectual property rights to the fullest extent of the law. Fair use of VISTAR CORPORATION s trademarks and service marks requires proper acknowledgment. LIMITATION OF LIABILITY VISTAR CORPORATION WILL NOT BE LIABLE FOR ANY DAMAGES OR INJURY CAUSED BY, INCLUDING BUT NOT LIMITED TO, ANY FAILURE OF PERFORMANCE, ERROR, OMISSION, INTERRUPTION, DEFECT, DELAY IN OPERATION OF TRANSMISSION, COMPUTER VIRUS, OR LINE FAILURE. VISTAR CORPORATION WILL NOT BE LIABLE FOR ANY DAMAGES OR INJURY, INCLUDING BUT NOT LIMITED TO SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, LOSS OF PROFITS, LOSS OF SAVINGS, LOSS OF DATA, LOSS OF USE OR LOSS OF GOODWILL, THAT RESULT FROM THE USE OF, OR INABILITY TO USE, THE MATERIALS IN THIS DOCUMENT OR ON THE SITE, WHETHER BASED ON WARRANTY, CONTRACT, TORT OR OTHER LEGAL THEORY AND WHETHER OR NOT ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR INJURY. THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU TO THE EXTENT THAT APPLICABLE LAW MAY NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. VISTAR CORPORATION TOTAL LIABILITY TO YOU FOR ALL LOSSES, DAMAGES, CAUSES OF ACTION OR OTHERWISE WILL NOT BE GREATER THAN THE AMOUNT YOU PAID TO ACCESS THIS DOCUMENT OR THE SITE. DISCLAIMER OF WARRANTIES The material in this document or on the Site may contain errors or inaccuracies. VISTAR CORPORATION may make changes or improvements at any time without notice. Your use of this document and/or this site is at your own risk. THE MATERIALS IN THIS DOCUMENTS AND THE SITE ARE PROVIDED AS IS AND WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON- INFRINGEMENT. VISTAR CORPORATION DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE MATERIAL WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THIS DOCUMENT OR SITE OR THE SERVER THAT MAKES IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. VISTAR CORPORATION DOES NOT WARRANT OR MAKE ANY REPRESENTATIONS REGARDING THE USE OF OR THE RESULT OF THE USE OF THE MATERIAL IN THIS DOCUMENT OR THE SITE IN TERMS OF THEIR CORRECTNESS, ACCURACY, RELIABILITY OR OTHERWISE. YOU (AND NOT VISTAR CORPORATION) ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING, REPAIR OR CORRECTION. THE ABOVE EXCLUSION MAY NOT APPLY TO YOU TO THE EXTENT THAT APPLICABLE LAW MAY NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES. ROMALink User Guide - 2 - Version 1.0
Table of Contents What is ROMALink?...4 System Requirements...4 Getting Started with ROMALink...5 Order Method = Browse Director...9 Items Tab... 9 Order Guide Tab...9 Order Log Tab... 10 Recent History Ordering... 11 Price Book Ordering... 14 Order Guide Ordering... 16 Order Method = New Order... 18 Active Order... 19 Progressive Find... 20 Sorting... 21 Scrolling & Moving... 22 Deleting Line Items... 22 Order Total... 23 Next Window... 23 Window Name... 23 New Browse Window... 23 Previous Searches... 24 Additional Item Info... 25 Completing the Order... 26 Order Information (Header)... 28 Close Order (New Order)... 28 Submit Order to Host Computer for processing (Submitted)... 29 Save Order to be worked on later (Held)... 29 Cancel the work done on this Order... 29 Order Log... 29 Print Back... 30 Retrieve Order... 31 Copy Order... 31 Printing... 32 Finishing... 33 Exit ROMALink... 33 Additional Assistance... 33 Custom Order Guide Walkthrough... 34 ROMALink User Guide - 3 - Version 1.0
What is ROMALink? ROMALink is a PC software and communications system that combines the power of the Internet and VISTAR CORPORATION. It brings to a personal computer purchase history, price books and order guides. Therefore, orders can be conveniently placed at any time. System Requirements Hardware (Minimum requirements): Pentium III with a 300 MHz or faster processor For Windows 98: 16 MB minimum of RAM, 64 MB recommended For Windows NT 4.0: 64 MB minimum RAM, 128 MB recommended For Windows 2000: 64 MB minimum RAM, 128 MB recommended For Windows XP: 128 MB minimum RAM, 192 MB recommended 20 MB available hard disk space Internet Access (via modem, network, cable/dsl, etc.) Software: Microsoft Internet Explorer 5.5 or later, SP2 (for IE 5.5) Microsoft Data Access Components (MDAC) 2.6 SP1 or later For Windows NT 4.0: Service Pack 5 or later Other browsers such as Netscape and AOL are not supported and will not work with ROMALink On the security settings on your browser, you must Accept Cookies To get the latest version of the needed software: Internet Explorer 5.5 SP2: http://download.microsoft.com/download/ie55sp2/install/5.5_sp2/win98me/enus/ie5setup.exe MDAC 2.6 SP1: http://download.microsoft.com/download/dasdk/sp/2.61.7326.6/win98me/en- US/MDAC_Typ.exe Windows NT 4.0 SP5: http://www.microsoft.com/ntserver/nts/downloads/recommended/sp5/128bitx86/ Other: Firewalls must allow access to port 80 ROMALink User Guide - 4 - Version 1.0
Getting Started with ROMALink On the first attempt to access ROMALink from a particular PC, a window will be displayed with the following message: WELCOME The ROMALink Software has to be downloaded to your computer. This may take a few minutes over phone lines. Download ROMALink Click on the underlined portion of the message. After several seconds the window in FIGURE 2 will be displayed. Click Yes to complete the down load and software install. FIGURE 2 This process may take several minutes, depending upon the type of Internet connection being used. ROMALink User Guide - 5 - Version 1.0
After the down load process is complete or on the second and successive connections, the logon box shown in FIGURE 2A will be displayed. Enter your User ID and Password in the boxes provided. Remember that this data is case sensitive. Then click on the OK button to open ROMALink. FIGURE 2A ROMALink User Guide - 6 - Version 1.0
A successful connection will display the Main Screen shown in FIGURE 3. FIGURE 3 On all ROMALink screens an Enlarge/Reduce Order Pad Control link will appear. By clicking on that option, the screen will be automatically maximized, and when it is clicked again the screen will return to its original size. Maximizing the order pad will be helpful, because many more items will be displayed on the screen. ROMALink User Guide - 7 - Version 1.0
From the main screen there are options to place a new order or browse the database for item information, pricing information and/or order history. Either selection can be accessed by clicking on the Browse Director button, the New Order button or by choosing File, at the top left corner of the screen. From File, a drop down box will appear from which a selection can be made. FIGURE 4 shows this drop down box. FIGURE 4 ROMALink User Guide - 8 - Version 1.0
Order Method = Browse Director The Browse Director is a tool that will display complete listings of VISTAR CORPORATION s price book, recent VISTAR CORPORATION purchase history, custom VISTAR CORPORATION order guides and ROMALink order history. Select the Browse Director button to display the window shown in FIGURE 5. Click the tab and radio button to select the desired option, and then click the OK button to display it. Items Tab FIGURE 5 Select either a Price Book or a Recent History search by clicking on the desired radio button. Then click the OK button. For Recent History enter a value in the Selection Values window, and click OK to find a particular item(s). Leave the Selection Values window blank, and the entire list of Recent History will be displayed. Among the pieces of information displayed will be item number, description, unit of measure, package size, package cost, quantity last ordered and date of last purchase. The Selection Values window MUST be populated for the Price Book option. Order Guide Tab Customer order guides created on ROMA FOOD s main computer can be viewed by clicking on this tab. Order Guide viewing and ordering will be discussed later. ROMALink User Guide - 9 - Version 1.0
Order Log Tab A historical log of orders placed using ROMALink can be viewed by clicking on the Order Log tab. It shows the status of orders and print backs (order acknowledgements). An example of an Order Log screen is shown in FIGURE 6. FIGURE 6 ROMALink User Guide - 10 - Version 1.0
Recent History Ordering The Recent History option will show all items purchased from ROMA FOOD over the past thirteen weeks. The display, however, lists only six weeks. If an item has no activity in the past six weeks, but does have activity between weeks 7 & 13, it will be listed with no quantities in the six weeks displayed. FIGURE 7 shows the Browse Director window for selecting the Recent History option. FIGURE 7 To use this feature follow steps 1-4 below: 1. Click on the Browse Director button 2. Click on the Items tab 3. Click on the Recent History radio button 4. Click OK If the Selection Values box is left blank, all recently purchased items will be listed. A selected list can be obtained by keying a descriptive word or phrase in the Selection Values box. Only items with descriptions or brands that match the selection values will be displayed. ROMALink User Guide - 11 - Version 1.0
The screen in FIGURE 8 is an example of how the desired items from Recent History will be displayed. The cursor will be positioned in the quantity column in preparation for placing an order. FIGURE 8 There are two methods of adding an item to an Active Order from Recent History. 1. Highlight the item with the cursor, and double click any where on the item line except in the quantity box. Each double click will increase the order quantity by one case. 2. Place the cursor in the quantity column of the select item. Enter the desired order quantity with the keypad. This is the option to use when ordering splits or boxes instead of cases. To order a box key a decimal point or period in front of the quantity. For example to order two brooms instead of a full case key.2 in the Qty column. ROMALink User Guide - 12 - Version 1.0
Press the enter key to save the quantity and move to the next line after each of the previous options. Each item and order quantity will be added to the Active Order. When the Recent History order pad is scrolled to the right additional fields are displayed. The following are descriptions of these fields: PC -- This column contains a pricing code. A value of A means that allowances are included in the price. A value of B represents all other pricing methods. IS -- This column contains item status information. A value of A indicates that the item is active. A value of IP means that the item will be inactivated when inventory is depleted. NI -- This column identifies new items. When the column contains a blank the item is not a new item. When the value NW appears the item is a new item. SB -- When this column is blank there is no substitute item defined. A value of F means that a forced substitution has been defined for this item, and a call to the ROMA FOOD warehouse is required in order to ship the substitute item. A value of N means that a substitute item has been defined to be shipped when the original item is out of stock. If an out of stock message is received on a print back, then a call to the ROMA FOOD warehouse is required to ship the substitute item. SP -- A value of BX in this column means that the item can be purchased in less than full case quantities. The price of the box or split is shown in the column titled Split Price immediately to the right of the SP column. CW -- The value /L in this column indicates that the item is sold by the pound. A blank value means that the item is sold by the case, box or each. The next six columns contain the weekly purchases of each item for the past six weeks. The date shown in each column header represents the Sunday that begins the week. ROMALink User Guide - 13 - Version 1.0
A sample of these additional columns is shown in Figure 8a. Price Book Ordering Figure 8a The Price Book lists the item number, description, unit of measure, pack/size and current price. This option may not be available to all customers. When unavailable this option will be grayed out. FIGURE 9 shows the Browse Director window for selecting the Price Book option. FIGURE 9 The Price Book is accessed using the following steps: 1. Click on Browse Director 2. Click on the Item Tab ROMALink User Guide - 14 - Version 1.0
3. Click on the Price Book radio button 4. In the box marked Selection Values type in a word or phrase that describes what you are looking for. It is required that something is entered in this field. Then click the OK button. FIGURE 10 shows the Price Book screen that results from using the window in FIGURE 9. FIGURE 10 A double click on one of the item lines on the screen in FIGURE 10 will enter an order quantity of one case in the quantity column. Repeated double clicks will increase the order quantity by one case each time. Order quantities can also be entered using the numeric keys. Enter the desired quantity for an item, and press the enter key. This is the option to use when ordering splits or boxes of an item instead of cases. To order a box key a decimal point or period in front of the quantity. For example to order two brooms instead of a full case enter.2 in the Qty column. Then press the enter key to save. ROMALink User Guide - 15 - Version 1.0
As items are added to or deleted from the Active Order, a running Order Total of lines and dollars is maintained at the bottom of the screen. See FIGURE 11. Order Guide Ordering FIGURE 11 Another search option available in the Browse Director is Order Guides. FIGURE 12 is an example of the Browse Director window used to select this option. FIGURE 12 To access this option follow the steps outlined below: 1. Click the Browse Director button 2. Click on the Order Guides Tab ROMALink User Guide - 16 - Version 1.0
3. Click on the Refresh Selection button (this will take a few seconds to retrieve the information). This button must be clicked first in order to see any available order guides. Click on the down arrow, and names of custom Order Guides that have been previously created on ROMA FOOD s main computer will appear in a drop down box. Highlight the desired order guide, and click OK. If a particular kind of item is desired, type a description or phrase that describes the item in the Selection Values box before clicking OK. The screen shown in FIGURE 13 is an example of a selective search using the options shown in FIGURE 12. FIGURE 13 ROMALink User Guide - 17 - Version 1.0
Order Method = New Order Another way to enter a new order is to select the New Order option by clicking on the New Order button or the New Order option on the File drop down menu. This is the least often used of the available ordering methods, because it is necessary to key both the ROMA FOOD item id and the order quantity. FIGURE 14 is an example of the screen that is displayed. FIGURE 14 Items ordered from this option are added to the Active Order in the same manner as in the other order options. ROMALink User Guide - 18 - Version 1.0
Active Order At any time during the ordering process the current order can be reviewed by clicking on the Active Order button at the bottom of any screen. The Active Order will not exist until an item has been ordered on one of the optional ordering screens. It can also be viewed by clicking on the new order option in the Window pull down menu. The Active Order will list all ordered items, and displays a running total of order lines and dollars. The screen in FIGURE 15 is an example of an Active Order. FIGURE 15 ROMALink User Guide - 19 - Version 1.0
Progressive Find At times it may be useful to find an item quickly without searching manually through the entire list of items on the screen. In this case the Progressive Find can be used to locate the desired item(s) quickly. Make sure that an item line is highlighted on the screen or this function will not work. Progressive Find works by simply typing an alphabetic search value that describes the item. An example might be cups or hot dog. The system then searches through the items on the screen for a match. The keyed search value is displayed at the bottom of the screen to the right of center. See cups in FIGURE 16. The first occurrence of an item containing the search value will be highlighted along with the search value within that line. The cursor will be positioned in the quantity box for each item found. Repeated pressing of the F3 key will continue the search, one item at a time, until the desired item is found. To cancel and begin a new search, press the Esc key to clear the old Progressive Find search value. The screen shown in FIGURE 16 is an example of Progressive Find. FIGURE 16 ROMALink User Guide - 20 - Version 1.0
Sorting The information displayed on any screen can be sorted into different ascending or descending sequences by clicking on the header of the column that contains the data to be used in the sort. For example Brand may be the desired sequence. Place the cursor on the Brand column header, and single click. The entire screen (order pad) will immediately be sorted into ascending alphabetic order by Brand. It can be sorted into descending order by clicking on the up arrow in the Brand column heading. FIGURE 17 shows an order pad displayed in ascending order by Brand. FIGURE 17 ROMALink User Guide - 21 - Version 1.0
Scrolling & Moving By scrolling to the right or left additional columns of information about the items will be displayed. The order in which columns are displayed can be changed to suit any individual requirement. This is done by drag and drop techniques. Position the cursor on the header of the column to be moved. Press and hold the left mouse button. Then move (drag) the column until it is over the column that is to follow the one being moved. Then release the left mouse button (drop) to insert the column in the desired location. Deleting Line Items While on the Active Order screen right click on the item to be deleted. A drop down box will appear, and offer two options. They are Delete Line Item and Additional Item Info. Click on the delete option to remove the item from the order. This is the only way to delete an invalid item id from an Active Order. An invalid item is identified by all columns blank except the item id as shown in FIGURE 17A. FIGURE 17A ROMALink User Guide - 22 - Version 1.0
Order Total As items are added to or deleted from the order, a running Order Total is displayed at the bottom of the screen. Total order lines and dollars are accumulated. Next Window A Next Window button is displayed at the bottom of the screen. When more than one window is open, a click on this button allows quick movement from one window to another. As an example, creating a single order concurrently from both Order Guides and Recent History screens will cause an Active Order window to be opened. At this time three windows are open. Repeated clicks on the Next Window button will cause the open windows to be displayed one after the other. Window Name In conjunction with changing windows as described above, the name of the window will appear in the top center of the screen. New Browse Window The New Browse Window option is used to save the results of previous browse searches. A new search can be started from any screen by clicking on the Browse Director button. Then click in the New Browse Window box, and enter search information in the Selection Values box. Start the new search by clicking OK. FIGURE 18 is an example of beginning a new browse. FIGURE 18 ROMALink User Guide - 23 - Version 1.0
Previous Searches Previous searches will be retained when the New Browse Window is checked. They can then be accessed by clicking on the Window drop down box in the upper lefthand corner of the order pad. The drop down menu will contain the previously generated browses. Refer to FIGURE 19. FIGURE 19 In this example several previous searches occurred. Any one of them can be re-visited by clicking on the desired search in the drop down menu. ROMALink User Guide - 24 - Version 1.0
Additional Item Info Additional information about an item is available while searching Recent History, Order Guides or Price Book options. Place the cursor anywhere on a highlighted item line, and click the right mouse button. The menu shown in FIGURE 20 will appear. Then left click on Additional Item Info. Please note that additional information may not be available for every item. FIGURE 20 ROMALink User Guide - 25 - Version 1.0
The window shown in FIGURE 21 is an example of the kind of additional information this option provides. FIGURE 21 Completing the Order Once all items and quantities have been entered, the order should be reviewed. Click on the Active Order button to display the order. If changes are required, one of the following actions may be taken: TO CHANGE AN ORDER QUANTITY: 1. Highlight the item by a single left click on the item line. 2. Key the correct quantity in the Qty box, and press enter. TO DELETE AN ITEM FROM THE ORDER: 1. Highlight the item by a single left click on the item line. 2. Right click anywhere on the item line. 3. Left click the delete line item option from the drop down box. ROMALink User Guide - 26 - Version 1.0
The window in FIGURE 22 is an example of the drop down box described in the delete item instructions above. FIGURE 22 If all changes are complete, click on the Close/Submit Order button. Information (Header) screen in FIGURE 23 will be displayed. The Order FIGURE 23 ROMALink User Guide - 27 - Version 1.0
Order Information (Header) The Order Information (Header) window allows the addition of information specific to this order such as delivery date or purchase order. A Purchase Order number or reference information that will uniquely identify the order may be entered. Multiple orders entered with the same Purchase Order number and delivery date will be combined, and ship as one order under one invoice. The default delivery date shown is the next scheduled delivery for the customer. If the next scheduled date is not acceptable, click on the down arrow next to the date box. A calendar window will be displayed. Click a deliver date on the face of the calendar. A date not consistent with the delivery schedule for the customer will generate the message shown in FIGURE 23A. Click on OK, and re-enter a date. When a valid date is entered, click OK. The Close Order window shown in FIGURE 24 will appear. Close Order (New Order) FIGURE 23A The window shown in FIGURE 24 provides three options for this order. They are Submit Order, Save Order and Cancel. FIGURE 24 ROMALink User Guide - 28 - Version 1.0
Submit Order to Host Computer for processing (Submitted) This option sends the order to ROMA FOOD s main computer for processing. Once submitted the order cannot be changed using ROMALink. A call to a ROMA FOOD warehouse Customer Service Representative is necessary. Save Order to be worked on later (Held) This option closes the order, and saves it for future use. A held order can provide a way to establish an order template which can make order entry faster. Also, an order can be started a day or two before submitting it. The order can then be finalized just before sending it to ROMA FOOD. Cancel the work done on this Order This option will cancel the Active Order. Care must be taken when canceling an order, because all information entered will be deleted. Order Log ROMALink provides the ability to review the status of all orders submitted to ROMA FOOD using ROMALink. Click on the Browse Director button, and select the Order Log tab. The screen in FIGURE 25 is an example of the Order Log. From this screen you can review All orders, Held orders or Recent orders. Recent orders are those where a print_back has been created, but not reviewed. It serves as a reminder to review all print_backs as soon as possible. An Order listed on the Order Log can be retrieved, and used as a template for a new order. FIGURE 25 ROMALink User Guide - 29 - Version 1.0
The status of an order is listed in the order log. The acknowledgement of an order is accessible when the status reads Print-Back ready. Order status can be updated by clicking the Refresh button. The three status values are described below. Submitted -- The order has been sent to the ROMA FOOD main computer for processing. Host is Processing -- The order has been received by the ROMA FOOD main computer, and is being processed. Print_Back Ready -- Processing of the order is complete, and an order acknowledgement is ready for review. Print Back A Print-Back is an acknowledgement of a submitted order. It includes any information put into the Order Header. It also includes informative messages about each item ordered. Item out of stock or a substitution situation are examples of these messages. Do the following to review the Print-Back. 1. Highlight the order on the Order Log. Make sure the status of the order is Print_Back Ready. 2. Right click on the highlighted order line. The screen in FIGURE 26 will appear. FIGURE 26 Click on Retrieve Print_Back option, and the window in FIGURE 26A order will appear on the screen. Click on YES to display the Print_Back. A Print_Back example is shown in FIGURE 26B. The top portion of the Print_Back contains order header information. When a call is placed to a ROMA FOOD Customer Service Representative use the Sales Order number to reference the order. The body of the Print_Back lists each item on the order along with confirmed pricing. Any messages indicating other than normal processing will be printed below the ordered item. An example message identifying an out of stock situation can be seen in FIGURE 26B. ROMALink User Guide - 30 - Version 1.0
FIGURE 26A FIGURE 26B Retrieve Order An order is eligible to be retrieved when its status is Held or Print_Back Ready. To retrieve an order select the Retrieve Order option from the drop down menu shown in FIGURE 26. The desired order will be displayed. A Held order can then be modified, copied or deleted. An order in Print_Back Ready status can only be copied. Copy Order An order can be copied in two ways. The first option is to select the Copy Order option from the drop down menu shown in FIGURE 26. The second is to retrieve the order as discussed above, and click the Copy Order button at the bottom of the order pad. Either option results in a new order that can be modified and submitted to the ROMA FOOD main computer. Copy Order can be used to duplicate a previous order or an intentionally held template order. Doing this can save time when creating a new order. ROMALink User Guide - 31 - Version 1.0
Printing Most ROMALink screens and order pads can be printed. Click on the File button, and select the print option from the drop down menu. An example of this is found in FIGURE 27. FIGURE 27 ROMALink User Guide - 32 - Version 1.0
Finishing After an order is completed, reviewed and the Print-Back has been processed, proceed to Exit ROMALink. Exit ROMALink To exit ROMALink simply close the web connection. This will terminate the application. Additional Assistance If problems or other questions are encountered, place a call to a local ROMA FOOD Customer Service Representative. ROMALink User Guide - 33 - Version 1.0
Custom Order Guide Walkthrough The Custom Order Guide is only available to those users who are using version 46 or above. To determine your version, look in the lower right corner of your ordering area. (Shown in the figure below) 1. Once you log in, you can take advantage of the new features, namely the custom order guide creation. Go to the File menu and select Work With Order Guides option. Version ROMALink User Guide - 34 - Version 1.0
2. Enter in a name you would like for your new order guide and click OK. 3. Your new Custom Order Guide has now been created. ROMALink User Guide - 35 - Version 1.0
4. Click the browse director button to add items to your new order guide. ROMALink User Guide - 36 - Version 1.0
5. You are then able to choose how to build your order guide, be it from your recent history, price book (if you are not restricted to a bid), order guide, or order log. For this document we are using the default order guide. Press OK and the order guide becomes the active window. 6. You can then double click any item to add it to your new order guide. ROMALink User Guide - 37 - Version 1.0
Click here to view your order guide 7. The new order guide is displayed. ROMALink User Guide - 38 - Version 1.0
8. You can now sequence the items by typing in a number in the Seq (sequence field). Press enter to accept the sequence number. You can toggle back and forth between whatever you are using to create your new order guide. Here ROMALink User Guide - 39 - Version 1.0
9. When you are finished creating your order guide click the Close/Update button to save it. ROMALink User Guide - 40 - Version 1.0
10. Click Yes to save your Custom Order Guide. 11. When you need to access the order guide or update it, just start from step 5. You can also create new order guides. Note: The Sequence field is sorted in alphabetical order, not numerical so if you would like them to sort in numerical order they must have a leading zero. Example: 0001 0002 0010 0020 IMPORTANT! You cannot delete lines from your CUSTOMR OG order guide. If you try to you will end up deleting the entire order guide. You can only delete lines from Order Guides that you have created. Right click the line item to delete the item, do not use the button in step 13. ROMALink User Guide - 41 - Version 1.0
12. To Delete an item from an Order Guide that you have created, right click the line item and select delete. ROMALink User Guide - 42 - Version 1.0
13. To Delete a Custom Order Guide, simply open up the order guide and press the delete button ROMALink User Guide - 43 - Version 1.0