WebCRD Ad-Hoc Ordering Instructional Walk-through Document
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1 WebCRD Ad-Hoc Ordering Instructional Walk-through Document Spectrum Brands Ad-Hoc Ordering December 2016 Ver. 2.0
2
3 2013 Xerox Corporation. All rights reserved. Xerox and Xerox and Design are trademarks of Xerox Corporation in the United States and/or other countries. Other company trademarks are also acknowledged. Document Version: 2.0 (Dec. 2016).
4 One-Time Print Requests Login WebCRD URL: Domain: Standard Account Login: Use your current Spectrum Brands network login credentials Upload a File - One-time print request 1. To begin a one-time print order request, simple upload your print ready file to your shopping cart to begin the checkout process. Two options available for uploading: a. Upload a File by clicking the browse button to locate your print file. b. Multiple Files? by clicking on multiple files allows you to upload multiple print ready files into your cart.
5 WebCRD Catalog Ordering Cart Check-out Process 1. Once all print ready files are uploaded to your cart, you ll be directed to your cart. Once in the cart you can add/modify the print & finishing requirements, adjust shipping requirements and add the required cost center information. 2. First, provide a custom name for the print order. BEST PRACTICE: This allows you to rename their orders and allows for easier referencing, reordering or looking into any order requested.
6 3. Order Estimate provides you an estimated order cost breakdown. Click on the cost link to open the Item Charge Details window. 4. Next, add your required color, paper and finishing requirements under the One-Click options or by Refine Your Print Options. a. One-Click: Allows you to select the type of print job and ordering the appropriate quantity per the print production process. Please remember to read the instructions when selecting a one-click option to ensure you are ordering the right adjusted quantities. b. Refine Your Print Options: Allows you to select the specific print, paper and finishing requirements for your print request. You may also use this to refine any selected one-click option you may have selected.
7 WebCRD Catalog Ordering 5. Select the link to each area of print creation process. a. Color and Size: Use to select your print color, print plexity (1- or 2 sided) and adding any special instructions. b. Paper: Use to select your paper requirements for your projects. c. Finishing and Special Options: Use to select your finishing requirements.
8 6. Once you ve completed entering your printing, paper and finishing requirements, proceed to the Shipping Information section. a. Profile Address: Use to adjust the required shipping address. Click on the pencil icon to adjust the address information. b. Add Address: Use when you need to drop ship items to multiple addresses. c. Service Level: Use to select your required turnaround time d. Shipping Method: Use to select your required shipping method. You will be prompted with and Delivery Estimate.
9 WebCRD Catalog Ordering 7. Lastly, you ll need to enter in the required Billing Address (default is your profile address) and enter your Billing Code for Payment information and addition special instructions for the order. Then you can click on Place Order. a. Cost Center: 11 characters Numeric Saving / Deleting Current Active Order: 8. To Cancel or Save your order, simply click on Start a New Cart button. A window will prompt provide 3 options. The option are as follows: Return to Cart: Will close the window and take you back to the cart. Cancel & Start a New Order: Will cancel the order and clear your shopping cart. Save Order: Will save the order to your orders listing for future reference.
10 Best Practices Preferences 1. You can update your user profile options at any time. Simply click on My Profile and click on the button called, Options. This will allow you to configure what s are sent you your account when an order goes through the print ordering process. Reviewing your Orders 1. You can review all orders current or previously placed. Once logged into the WebCRD application click on Orders at the top left under the Spectrum Brands logo. You may modify a saved order, view any order placed or reorder any past catalog order. You may also check the status or your order in the print production process.
11 WebCRD Catalog Ordering Manage Files 1. Manage Files allows you to store print documents for ordering within WebCRD. Similar to cloud storage. Simply click the button, Upload File to upload a document to your personal file collection. Please note the maximum file size limit is 100MB per file uploaded. Uploading Additional Contact Addresses 1. WebCRD allows end users to upload a contact listing into your profile for future orders to select from. You may click, Add Contact to upload single contact. Or click Import My Contacts to upload multiple contacts via a predefined downloadable.csv file. You will populate into the predefined template and re-upload to your profile.
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