Table of Contents 1. Basics... 1 How To Login... 1 Forgot My Password:... 1 Changing Password:... 2 Multiple Accounts and Cost Centres... 3 Searching... 5 Adding Products to Your Cart... 6 Quick Order Form... 7 Checking Out A Cart... 8 Making A Return... 13 View Orders and Invoices... 15 Creating & Using Favourites Lists... 16 Shopping from a Favourites List... 17 2. Information... 18 FAQ Page... 18 Contact Us... 19 3. Profiles and Approving Orders... 20 4. Features... 26 Online Flyers... 26 Cost Centres By Line Item... 28 Customer Specific Product Codes... 29 Restricted Product Lists... 30 On Sale, What s New and Clearance... 31 Recommended Accessories... 33 Backorders and Substitutes... 34 YouTube & PDF Information on Websphere... 35
1. Basics How To Login To login to the website go to supreme.basics.com. Enter the username (username is always your e-mail address) and password (always lower case). If a customer does not know their login in they may contact our Sales Admin staff at sales.admin@supremebasics.com. Forgot My Password: If a customer forgets their password, click on the Forgot my password feature, enter in their login ID (email address), and a temporary password will be emailed to them. 1
Once they receive the temporary password, they can login with it and they will be taken to a new screen that will ask for the temporary password once more and then ask for a new password to be entered. Changing Password: To change a password, login to the account. On the left hand pane underneath the billing address there is a change password button. Click on it and follow the directions. 2
Multiple Accounts and Cost Centres If a customer has multiple accounts/cost centres that they order and/or approve orders for they can find their account/cost centre by selecting the drop down box under the Shopping Cart field. Select the appropriate account/cost centre and the customer can begin shopping. It is listed as Account -------Cost Centre. 3
Different carts under that account may also be viewed. 4
Searching There are a few different ways to search online. There is one search product field on the left hand side, and one on top of the home page. You can also use the Search Index, when looking for a certain product (also a great way to shop if you are just browsing). Search Product Field: Type in the product number (you may type in Supreme s item #, the manufacturer model #, or the description). Sort: Under the Sort By drop down box you can sort your search by Price, SKU (Product Number) or Name (Product Name). 5
Adding Products to Your Cart You can add a product to your cart or favourites list directly from search results by typing in the correct quantity and clicking Add to Cart or Add to Favorites. The page will let the customer know the product has been added and will stay on the same page for uninterrupted shopping. To learn more information on the product simply click on the item and it will bring up a larger picture as well as any additional features i.e. Color Selection, Specifications, Product Demonstrations and Recommended Accessories. Add the product to the cart or favorites list the same way as described above. 6
Quick Order Form If the customer knows all the product numbers for the items needing to be ordered, they can use the Quick Order Form. Type in the Supreme Item Number and quantity needed, and choose whether to Add to Cart or Favourites List. Note: It will even give a brief description on the product to the right of each row. If you have more than 10 items to order, click on Add more items. You will be given an additional 5 lines. Should you require more than 15 lines you will have to add the items to your cart. Click on Add to Cart and the open another Quick Order Form to continue shopping. 7
Checking Out A Cart Once a customer has finished selecting all of the items they wish to order they are ready to check out their cart. 1. Go to View Cart/Checkout. You can see if your items are in stock by looking under the Availability field. 2. Click on Select Address, to choose from multiple ship to addresses. To view the full shipping address click on Show Address. Note: If a customer has more than one ship to set up and activated in the system they can choose the Ship To Address where they would like the order delivered. 8
3. Select the address where the order is to be sent to and then click Save. The address will update in the Shipping address section. 4. If there are any comments that need to put on the order i.e. delivery instructions, this can be put in the Order/Shipping Comments field. Please note: The order will be placed on hold if there any comments entered onto the order. The order will be reviewed by our Customer Service Department and then released to the warehouse. 9
5. Once order or shipping comments have been entered, click on Checkout. 6. Under the Payment Method enter in your Purchase Order number (if the customer does not use purchase orders they can simply type in their name in this field). Select if the order is to be paid by credit card or if it is to be billed to the account. If the order is paid by credit card, enter in all of the required information. 10
8. Under the Shipment Schedule there are 3 choices on how the order can be shipped: Place Order Now Place Order and Repeat Every day, Every Week, Every 2 Weeks, Every 3 Weeks, Every Month Hold Order and Place (enter specified date) Select the Shipment Schedule and then click on the Submit Order button. The order has now been successfully placed! 11
The customer will receive an email confirmation of their summarized order. 12
Making A Return Customers can easily make a return by going to the Contact Us link. 1. Click on the Fast, Easy Returns box. 13
2. Complete all of the required fields (denoted by an *). Note: In the Items Being Returned make sure that the Product number is entered. 3. Click on the Send Request button. A Thank you for your submission message will be received once the request has been submitted. Once the return request has been processed an email confirmation from our Returns department will be sent to the customer. This can take up to a couple of days. 14
View Orders and Invoices Customers can easily login to their accounts to view all orders (regardless of order source) that they have placed including, invoices and statements (Note: only orders placed as of September 15, 2014 will be able to be viewed). Customers must have Administrator access to view all orders/invoices. 1. Once logged in, Click on My Account on top of the page. 2. Click on View My Account. 3. There are 5 tabs: Carts, My Orders, Repeat Orders, Invoices, Outstanding. Carts: Show the items currently sitting in an open cart. My Orders: Shows the orders that have been placed (online only). Repeat Orders: Shows the orders that have been created as repeat orders. Invoices: A list of invoices will appear for orders, only after the order has been invoiced at packing station. Outstanding: A list of any invoices which are outstanding and have not been paid. 15
Creating & Using Favourites Lists If a customer is building a favourites list, the favourites list is automatically named as the date and time. To change the name of the list, select the list from the dropdown box at the top of the page and click the Go button, or pick the list on the My Accounts page and click the View List button. 1. Once on the favourite s list webpage, click on the List Name box, and type the new name. 2. Click the Update button at the bottom of the right hand of the page to save the new name of the Favourites list. 3. If the customer sees something while browsing that they would like added to their Favourites List before clicking the Add to Favourites button, ensure that the correct Favourites List is selected in the dropdown box at the top of the screen. You can also add multiple items at a time to a favourites list by adding products to the quick order form and clicking the Add to Favourites button. 16
Shopping from a Favourites List Select the favourites list you want to shop from, on the Favourites List check the empty box to the left of the item wanting to be ordered. The quantity can be altered by changing it in the Quantity field on the right. Once the customer is finished selecting from their Favourites list, click the Add Selected to Cart button at the bottom right hand of the screen. They can continue shopping by browsing for additional items or using the Quick Order form and adding them to their cart. 17
2. Information FAQ Page Customers can access the Frequently Asked Questions page by clicking on the Help & FAQs link. Here, you can find your answers to commonly asked questions. Customers can access the instructions by clicking on the Please Download Our PDF link. 18
Contact Us Customers can select the Contact Us link to reach out to us for any questions they may have about products, online ordering or billing. 19
3. Profiles and Approving Orders There are 3 different types of profiles that can be set up for customers to place orders online. Shopper: This is a basic shopper, they can browse products, view their pricing, submit orders and see all orders/invoices that they place online. They also can set up personal Favorites lists that only they can see/edit. A shopper can also be set up to require an "Approver" to authorize each (or within a certain price level) purchase that they submit. Shoppers that require an approver can place their order as usual. When they click on the Submit Order button they will receive a message indicating that their order has been submitted for approval. Once their approver has reviewed the order it will be entered into the system. When their order has been approved by their Approver the customer will receive an email notification. 20
Approver: Approvers have the same authority as a shopper, and they have the ability to approve purchases that shoppers underneath them submit. *Note: this profile overwrites approval authority, they cannot be setup to have an approver authorize their purchases* Approvers will receive an email indicating they have an order to approve. If they click on the Click here text it will take them to the online site. 1. To review the order that needs to be approved login to the account. 21
Note: If you are an approver for more than one account go to the Accounts drop down menu and select the appropriate account. 2. Click on the Approve Orders box. 22
3. Select the cart to approve. You may also select multiple carts to approve all at once. 4. Review the cart to approve, decline or modify. If you approve the order, click on Approve. The order has now been approved and submitted. 23
To Modify An Order: Approvers can add items to the order, change the quantity or delete an item. Once finished modifying the order click on Update and then Submit Order. Your modified order has now been submitted. To Decline An Order: Approvers have the ability to decline an order by clicking on the Decline button. A message will appear asking if you are sure you want to reject the order? Click on OK. 24
The order has been rejected and deleted. Administrator: This is the highest level access, they all have the same abilities as the shopper/approver profile, able to see all invoices (not orders/carts), created online by anyone under the account. They can also setup/share/view the department s favourite's lists with all employees set up under their account. *Note: this profile overwrites approval authority, they cannot be setup to have an approver authorize their purchases* 25
4. Features Online Flyers Customers can view all of our online Flyers, simply by logging into the website. 1. Once logged in, click on the Flyers & Promotions tab, and then click on Flyers. 2. When clicking on Flyers, a separate window will appear with the current online Flyer. To see the next page of the flyer click on the arrow button on the right side of screen. 26
3. When you click on a product a widow will pop up, which brings up information on the product. 4. If a customer likes a product, they can click on the product, and a window will appear with all the information (this is the same information you would see if you typed in the product number in the search bar). Here, the customer may type in the quantity, and add to their cart. 27
Cost Centres By Line Item When customers need to place an order for their specific department which falls under a larger account it is often referred to as a cost centre. You have the ability to apply cost centres to individual products that are being ordered by a customer however, this can only be done if the customer has a paying office. Note: Cost Centre by Line Item must be activated and contacts must be set up by Sales Admin for the customer prior to applying the cost centre to a product number. 1. When a customer goes to place an online order, once they go to check out they can select the cost centre that should be applied to the specific product being ordered. 28
Customer Specific Product Codes If a customer would rather use their own internal product numbers for online ordering this can be done but Sales Admin needs to set this up these numbers. In the below example product number 123456 is set up to alias 01002-00. 1. Search for 123456 and it automatically will bring up 01002-00 up. 2. It is now added to the cart and you can see how it shows Your #: on the main search page and the checkout page. It also shows on the favourite s list page. If you add 123456 for this customer on the quick order page it automatically just converts to 01002-00 when you tab out. 29
Restricted Product Lists You can restrict customers to ordering certain product codes (they would only see these products online) or you can create a list of product codes that a customer cannot order from (they would not be able to see these products online). Note: All restricted product lists require Sales Manager approval prior to being created. Sales Admin will set up the restricted product lists once approval is granted. Inclusive (Customer Restricted to): The customer can only view and order products from the product list created. Exclusive (Customer Restricted from): the customer cannot view or order any products from the product list created. 30
On Sale, What s New and Clearance These new categories will appear throughout the site and the products that are in these categories will be will be labelled as such. On Sale - products that are on a current flyer for all customers What s New - products that have been added to the system less than 120 days ago Clearance - products that we can manually add to a list to try and clear out. These product categories are under the Flyers and Promotions tab, on the left hand filters when shopping inside of a category such as Office Supplies and the products have new icons added if they fall into one of these categories. Flyers and Promotions Tab: 31
Side Menu Filters under categories you are searching for: Products that fall under the new categories have icons: 32
Recommended Accessories We have loaded a list of several hundred links between products and a recommended accessory that will be offered online. The below screenshot shows Glue Sticks (04036-00) being recommended when ordering the Glue Gun (04035-00). 33
Backorders and Substitutes If an item is out of stock and we have set up a substitution for it a menu will pop when adding it to the cart. The pop up will show a picture, description and price of the substitute product and allow the customer to place an order for the substitute or backorder the original. Note: The substitute is comparable in quality but not necessarily price. 34
YouTube & PDF Information on Websphere On some products there are You Tube demos or commercials that are tied to product that someone may be looking for, as well as an informative PDF. When you click on a product online, you may see a video or PDF link. Note: this is not available for all products. 1. To view the You Tube video, press the Play button. 2. To view the PDF, click on the Product Demonstration link. 35