Register for a New Account

Size: px
Start display at page:

Download "Register for a New Account"

Transcription

1

2 Contents What is QuoteFast?...1 Register for a New Account...2 Workflow & Functionality...3 Create a BOM...6 Search for a BOM...7 Copy from Existing BOMs...8 Add Catalog Items to BOM...9 Add Configured Items to BOM...10 Add Custom Items to BOM...13 Request Pricing...14 Request Drawings...15 Create Summary Document...17 Share Your Project...18 Import & Export BOM...19 Contact Us...20

3 What is QuoteFast? QuoteFAST is a new digital tool, delivered as a cloud-based app, increasing the velocity and accuracy of the quote process. QuoteFAST guides users through creating project bills of material (BOMs), generating drawings in realtime, and evaluating various options and design scenarios for standard and complex equipment. When it s time for next steps in the final quotation and conversion to an order, you can share your BOMs directly with Distributors. 1 QuoteFAST gives the contractor control with access to information and assistance, whenever, wherever - improving overall accuracy and reaction time.

4 Register for a New Account Simply go to: quotefast.schneider-electric.com, click the Register User link and complete the form. Once approved, your login information will be sent to the address provided. Provide your account/ login name and password and select REMEMBER ME checkbox to retain information for future logins. If you already have an account, but can t remember your login name or password, click the forgot password link, add , and submit. 2

5 Workflow & Functionality Once logged in, you will see a screen divided into three major sections: the project notepad on the left, main grid in the center, and utility section on the right. By clicking BOM Notes icon you can enter a new note by typing in the details and clicking Save. And you can view prior entries along with name of the person who created it. Number at top of icon shows number of notes attached. Main Grid Project Notepad Utility Section 3

6 Create templates for items used frequently Use the Project Notepad to create and edit projects. Search for projects created by you or others in your company Add (Create) a new project Edit the project name or location. The Main Grid manages the items associated with your projects. Add catalog number items, configured products, and even your own custom items. Quick buttons for most typical next steps Use the dropdown arrow to access more options For some actions, you need to first select items with checkbox 4 Quick link to the on-line digest

7 On the right edge are Utilities that help you perform actions on items in the grid. Most actions will require you to select items from the main grid before using a utility function. These actions only apply to configured items Copy/Paste actions apply to all item types Configured items may return sub-items. Toggle to see most condensed view Some configured items have drawings you can download After all items are complete and priced, you can generate a summary BOM document To delete a line item 5

8 Create a BOM The first step to starting a project is to create a bill of material. To modify an existing template, highlight the bill of material and click the EDIT button. Enter name and location Be sure that your correct sales office location is selected. This determines distributor sharing options. To start a new project, click on the ADD button Once the BOM is created, the main grid will appear. Your BOM number, project name, and location are at the top of the grid for easy identification. You can now begin adding your items. The project number, once created, cannot be changed. 6

9 Search for a BOM To search for your bill of material and those of others at your company, simply click the Search button at the bottom of the project notepad Enter the bill of material name, number or location. Hospital You can search in a number of ways: Enter a partial or complete term Search by keyword Search by location to see a filtered list of of projects in your area Search for a member of your team by name to see projects they have created A resulting list of BOMs matching your criteria will appear in the notepad. Click on any bill of material in the list and it will open in the main grid. Click the red X to remove criteria. 7

10 Copy from Existing BOMs 1 4 Click on the bill of material that you want to copy items from in the notepad. 2 Select any BOM items you want to copy. Then return to your original BOM by clicking on it in the notepad. 3 5 Click Copy Items, located in the utilities section. Click Paste Items, to transfer selected items onto your new BOM. Copying configured items has one additional step. When copying configured items from another project, the pricing will revert back to zero dollars once you paste them into your project BOM. You will need to request pricing again from your project BOM screen. All other non-price details will be transferred. 8

11 Add Catalog Items to BOM Click on the ADD Item button at the top of the main grid. Start typing the catalog number and a search list will appear. Scroll down to select the item. Enter an item designation and quantity. Designations are not mandatory, but help with easy identification. If you re not sure which item you need, click on the Find a Product or Cross Reference link. 9

12 Add Configured Items to BOM Choose the option to ADD Configured items at the top of the main grid. Then choose the product to configure and enter the quantity. Put your cursor over a product category and select your product. 10

13 The system has pre-populated a number of defaults for you. Simply follow the selection process for each of the blank selection boxes and look for any errors or comments in the Description box. And any critical errors shown by a red X must be resolved before the configuration can be completed. Some products will have a QuoteFast option showing Yes. This will simplify your configuration with the fewest choices and options. Select No, click Action then Validate Items to switch to the detailed configuration process. Resolve one error may clear out many other errors showing in Description. Click Device to add as many mains, feeders or spare parts as you need. 11

14 For some items, you can right-click on a device header to quickly add another instance of that item. Click the Device Placement icon to switch views. Click the Feature Editor icon to switch back to item editor. Some configurable products, such as this panel board, will allow you to drag and drop to rearrange components. Once a configured item is saved, it will be listed on the main grid with the associated Request Pricing button and, if applicable, the Get Drawings button. The white arrows next to these buttons give you further options to review the configuration or request pricing and drawings. 12

15 Add Custom Items to BOM Choose Custom option Create a catalog number to identify the item Add the item description, quantity, and price You can add custom items to your BOM such as labor hours or wiring which are needed for your project but not sold by Schneider Electric. Click OK and the item appears in the bill of material. 13

16 Request Pricing Once an item is configured, the next step is to request pricing. Click on the green action button to request pricing on an individual item. Or select multiple items and use the Request Pricing link on the utilities menu. Remember, catalog and custom items are already priced. You will receive a warning message if you try to submit a catalog or custom item for pricing. 14

17 Request Drawings Once items are configured and priced, you can request drawings. Select multiple items and click on the Request Drawings link. Click on the green Item Action button to request pricing on an individual item. Or use the Request Drawings button for an individual item. Follow the defaults to submit and the drawings will be generated. Unavailable options for an item will be unselectable. 15

18 The time to generate drawings depends on the drawings size. Not all items support drawings. When drawings are ready, icon will change to Done. You can download individual or multiple drawings. They will be saved with the.dwg extension in a zip file on your computer, and can be opened with AutoCad or other.dwg-compatable viewing software. 16

19 Create Summary Document This function will automatically consolidate items on your current bill of material to generate a summary document. Select Print Bill of Material This is a textual bill of material in Microsoft Word format. A summary of the bill of material items and their pricing are at the top with a detailed description of the configured items below. Save or print just as you would with any Word document. 17

20 Share Your Project Click on Share BOM to share it with a distributor of your choice. By default your BOM will share with read-only privileges but you can also allow edit rights. Include an optional message to the distributor in the Message field. This is especially helpful when you assign edit rights. You will see a list of distributors that apply for your area. Make your selection and click Share BOM Your projects can be accessed by others within your company, and your local Schneider Electric sales representative by default. Your BOM cannot be Create a new BOM shared with multiple Copy and paste items distributors at one time. from the original BOM To share with more Share with distributor than one distributor: 18 Repeat process as needed

21 Import & Export BOM Also included in the utilities section is an Import & Export feature. Select items, click the export button, and save to your computer or external storage device. You can then or transfer the exported file. QuoteFast s import function, can be used to upload into the BOM. Note that you can only export configured items, not catalog or custom items, and that multiple items will be saved as one compressed ZIP file. The person you send the exported ZIP file to must extract the individual BOM items then import each item one at a time. 19

22 Contact Us Need more support? Click the Contact Us link or use the live chat feature within the tool. You can also reach our support team via at For additional product questions or help working through configurations, you can also contact your Schneider Sales Representative. If you re not sure who that is, see the Schneider web site to locate a local Sales Office or Distributor or call

Quick Start Guide for Kwik Quotation System

Quick Start Guide for Kwik Quotation System Quick Start Guide for Kwik Quotation System >> After login Kwik Order, access Go To Quotation System >> Below is the Kwik Quotation home page. Initial Setup >> Access Contact Setup and click Add New Contact

More information

OM Marketplace. October, 2017

OM Marketplace. October, 2017 OM Marketplace October, 2017 1 CONTENTS Contents Page # OM Marketplace Basics 3 About OM Marketplace 4 Login 5 User Preferences 8 Order Management 17 Place An Order 18 Quick Key 27 Upload Order 29 View

More information

Web Ordering System User Guide P.2 P.11 P.17 P.23 P.25 P.32 P.33

Web Ordering System User Guide P.2 P.11 P.17 P.23 P.25 P.32 P.33 WOS Home Web Ordering System User Guide P.2 P.11 P.17 P.23 P.25 P.32 P.33 WOS Home Web Ordering System User Guide Request a Quote Learn how to request a quote. Login Bookmark this site. http://www.misumi-ec.com/in/

More information

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved. User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...

More information

1) To access ONSeT, enter omronsolutions.com into your Internet Browser.

1) To access ONSeT, enter omronsolutions.com into your Internet Browser. Welcome to ONSeT! Please use the guide below to walk through using the Omron Navigated Selection Tool. 1) To access ONSeT, enter omronsolutions.com into your Internet Browser. Once you arrive at the website

More information

User Manual. perfectionlearning.com/technical-support

User Manual. perfectionlearning.com/technical-support User Manual perfectionlearning.com/technical-support 1 User Manual Accessing Math X... 3 Login... 3 Forgotten Password... 3 Navigation Menu... 4 Logout... 4 Admin... 5 Creating Classes and Students...

More information

Vendor Comply. Quick Start Guide

Vendor Comply. Quick Start Guide Vendor Comply Quick Start Guide v1.0 March 2016 Vendor Comply Quick Start Guide 1 Contents How to Access Vendor Comply... 2 How to Log into Vendor Comply... 3 Initial Login... 3 Forgotten Password... 3

More information

USER MANUAL. SuiteCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 2.0

USER MANUAL. SuiteCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 2.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 Joomla Manual Plug-in installation... 3 Plug-in

More information

SRM Training Manual Supplier

SRM Training Manual Supplier SRM Training Manual Supplier Create Date: 10/10/2016 REVIEW: 005 Last Modify Date: 11/09/2016 AM/NS Calvert SRM TECHNICAL SUPPORT EMAIL: AMNS_SupplierTechSupport@ArcelorMittal.com PHONE: 866-377-7754 Summary

More information

Honeywell My Aerospace Claims Training

Honeywell My Aerospace Claims Training Honeywell My Aerospace Claims Training Objectives Create Claims - Update Claims - View Status - Create and View Reports Print Credit Memos Create Service Authorizations File Number- Log Into My Aerospace

More information

USING THE FINANCIAL AID COMMUNICATION SYSTEM

USING THE FINANCIAL AID COMMUNICATION SYSTEM USING THE FINANCIAL AID COMMUNICATION SYSTEM Using the Finanical Aid Communication System b Module 5: Using FACS INTRODUCTION The Financial Aid Communication System (FACS) is a web-based software program

More information

USER MANUAL. Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.2.1

USER MANUAL. Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.2.1 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 Dynamics CRM Plug-in Installation... 2 WordPress Manual Plug-in installation... 5 Plug-in

More information

VALO Commerce. Beam Suntory User Guide

VALO Commerce. Beam Suntory User Guide VALO Commerce Beam Suntory User Guide Beam Suntory User Guide Access Your VALO Commerce Site through CONNECT Navigate to https://intlconnect.beamsuntory.com and click on the InnerWorkings tile to access

More information

How to Configure a Micro DC Xpress in Local Edge Configurator

How to Configure a Micro DC Xpress in Local Edge Configurator How to Configure a Micro DC Xpress in Local Edge Configurator Table of Contents. Create a New Solution on designportal.apc.com.... Open the Catalog and Choose the Micro DC Xpress You Want... 3. Configure

More information

RESOLV EDI CONTROL. User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS

RESOLV EDI CONTROL. User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS RESOLV EDI CONTROL User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS Copyright 2011-2016 by Achieve IT Solutions These materials are subject to change without notice. These materials are

More information

A Distributor Services Site Features and FAQ s

A Distributor Services Site Features and FAQ s A Distributor Services Site Features and FAQ s October 2015 Rev 2.12 Table of Contents Registering/Logging in Page 3 Services Available after Logging In Page 4-5 Frequently Asked Questions Page 6 Log In

More information

Partner estore. User Guide 24/7 Partnering Solutions

Partner estore. User Guide 24/7 Partnering Solutions Partner estore User Guide 24/7 Partnering Solutions General Introduction 4 Accessing the Partner estore 5 Searching for Products 6 Product Browsing, Quick and Advanced Search Placing an Order 12 Search

More information

ROAMpay TM. X4 User's Guide

ROAMpay TM. X4 User's Guide ROAMpay TM X4 User's Guide Last Modified: 06/14/2013 Contents 1 Activating ROAMpay X4 2 Using the System 2 Login 2 First-time Login 2 Default Settings 3 Retrieving Your Password 3 Online Sales 4 Saved

More information

How to Configure a Micro DC Xpress in Local Edge Configurator as a Partner

How to Configure a Micro DC Xpress in Local Edge Configurator as a Partner How to Configure a Micro DC Xpress in Local Edge Configurator as a Partner Table of Contents. Login to Your Partner Page.... Create a New Solution... 4 3. Open the Catalog and Choose the Micro DC Xpress

More information

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.0

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 Dynamics CRM Plug-in Installation... 2 WordPress Manual Plug-in installation... 5 Plug-in

More information

Sales Order Configurator

Sales Order Configurator Sales Order Configurator User Guide Version 4.1 Mar 2016 Objective This user guide describes the Sales Order Configurator (SOC) system which is be used to place orders for Schneider software products.

More information

HOTDOCS DOCUMENT SERVICES

HOTDOCS DOCUMENT SERVICES HotDocs Document Services ~ February 2012 Page 1 HOTDOCS DOCUMENT SERVICES Getting Started in the Cloud AT A GLANCE Sign up for HotDocs Document Services Receive contract order confirmation email Install

More information

CUSTOMIZING CHECKPOINT YOUR CHECKPOINT HOME TAB

CUSTOMIZING CHECKPOINT YOUR CHECKPOINT HOME TAB CUSTOMIZING CHECKPOINT YOUR CHECKPOINT HOME TAB QUICK REFERENCE Checkpoint User Name: Password: To save your login name and password, select the Remember Me option on the login screen. For support, go

More information

Contents GENERAL OVERVIEW 3. User Profile and Permissions... 3 Regional Manager... 3 Manager... 3 User... 4 Security... 4

Contents GENERAL OVERVIEW 3. User Profile and Permissions... 3 Regional Manager... 3 Manager... 3 User... 4 Security... 4 SYNERGY USER GUIDE Contents GENERAL OVERVIEW 3 User Profile and Permissions... 3 Regional Manager... 3 Manager... 3 User... 4 Security... 4 Budgets... 4 Spending Limits... 5 PO Hold Review... 5 Regional

More information

ONLINE QUOTE & ORDER SYSTEM USERGUIDE USERGUIDE ONLINE QUOTE & ORDER SYSTEM 1

ONLINE QUOTE & ORDER SYSTEM USERGUIDE USERGUIDE ONLINE QUOTE & ORDER SYSTEM 1 ONLINE QUOTE & ORDER SYSTEM USERGUIDE 1 Content Your benefits at a glance... 3 Logging in... 3 Generating a quotation... 4 How to handle an error step 1... 7 How to handle an error step 2... 10 Turn a

More information

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for Drupal TABLE OF CONTENTS. Version: 1.0

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for Drupal TABLE OF CONTENTS. Version: 1.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation & Configuration... 2 Dynamics CRM Plug-in Installation... 2 Drupal Manual Plug-in installation...

More information

Welcome to the New DocuSign Experience!

Welcome to the New DocuSign Experience! Welcome to the! Sending an Envelope If you are reading this then you have begun your transition from the DocuSign application to the New DocuSign Experience. We believe you will find the to be a refreshing

More information

FedEx Office Print Online Corporate

FedEx Office Print Online Corporate Log in to FedEx Office Print Online Corporate 1. Open your browser and navigate to: https://printonline.fedex.com/nextgen/sprint_wl 2. Input User ID and Password and click Log in. 3. Click the From DocStore

More information

FedEx Office Print Online Corporate

FedEx Office Print Online Corporate FedEx Office Print Online Corporate Quick Reference Guide Upload and Print Log in to FedEx Office Print Online Corporate 1. FedEx Office Print Online Corporate is accessible to University Faculty and Staff

More information

LAKSHMI MACHINE WORKS LIMITED

LAKSHMI MACHINE WORKS LIMITED LAKSHMI MACHINE WORKS LIMITED User Manual For E-Spares Version 2.0 Prepared By Approved By Page No. 1 Overview We want to make sure that our services are available to you whenever you need them. In addition,

More information

SBCUSD IT Training Program. Google Drive. Document Management and File Collaboration

SBCUSD IT Training Program. Google Drive. Document Management and File Collaboration SBCUSD IT Training Program Google Drive Document Management and File Collaboration Revised 6/19/2017 TABLE OF CONTENTS Let s Get This Straight Google Terms Defined...3 Google Application Names Defined...3

More information

AHC SharePoint 2010 Intro to Content Administration

AHC SharePoint 2010 Intro to Content Administration AHC SharePoint 2010 Intro to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 1.0 INTRODUCTION TO SHAREPOINT 2010 1.4 Your New Site Before

More information

Table of Contents. Buyer Functions Buyer Responsibilities: Create and submit orders for approval and manage personal profile and preferences.

Table of Contents. Buyer Functions Buyer Responsibilities: Create and submit orders for approval and manage personal profile and preferences. Table of Contents Buyer Functions Buyer Responsibilities: Create and submit orders for approval and manage personal profile and preferences. Web site Login Page # Login Process 3 Reset Password 4 Authorize

More information

NHQR Web Site Manual for Hospice Utilization Reports. Submitting NHQR Reports Overview 2. Registration 3. Logging In 4.

NHQR Web Site Manual for Hospice Utilization Reports. Submitting NHQR Reports Overview 2. Registration 3. Logging In 4. NHQR Web Site Manual for Hospice Utilization Reports Topic Page Submitting NHQR Reports Overview 2 Registration 3 Logging In 4 Landing Page 5 Creating a Report 6 Hospital Financial Report 7 Editor - Validations

More information

INSIGHT SITE ADMINISTRATOR MANUAL

INSIGHT SITE ADMINISTRATOR MANUAL INSIGHT SITE ADMINISTRATOR MANUAL Jeff Martin-Moreno MCLENNAN COMMUNITY COLLEGE Updated 11/11/2015 Creating a New Care Area Managing Users in a Care Area Editing or Deleting a Care Area Exporting Activity

More information

HOW TO USE I-Cylinder STEP-BY-STEP

HOW TO USE I-Cylinder STEP-BY-STEP HOW TO USE I-Cylinder STEP-BY-STEP August 25, 2014 To access I-Cylinder program, please enter the address below in your browser. Note the site was designed for use with Internet Explorer. www.cowan-cylinder.com

More information

Fieldwork Order. Field Work Order. User s Guide. PeerAssist Fieldwork Order Build 1.0.2

Fieldwork Order. Field Work Order. User s Guide. PeerAssist Fieldwork Order Build 1.0.2 Fieldwork Order Field Work Order User s Guide PeerAssist Fieldwork Order Build 1.0.2 Contents Editing Company Details Editing Company Details Part I Completing Your Setup... 5 Editing Company Details Part

More information

Order Entry Guide Table of Contents

Order Entry Guide Table of Contents Table of Contents Introduction... 2 Home Page Features... 2 My Profile menu... 2 Personal Information option... 2 Personal Address Book option... 3 Settings and Preferences option... 3 Custom Fields option

More information

User Documentation. Administrator Manual.

User Documentation. Administrator Manual. User Documentation Administrator Manual Proposal Software 1140 US Highway 287, Suite 400-102 Broomfield, CO 80020 USA Tel: 203.604.6597 www.proposalsoftware.com Table of Contents Open the WebPro Viewer...

More information

Infosource 2.0 Static and Archive Report Changes for Vendors

Infosource 2.0 Static and Archive Report Changes for Vendors When we convert from Infosource 1.0 to 2.0 there will be a change to how Vendors find and display Static and Archive reports. This document highlights the changes Vendors will see and assumes they are

More information

User Guide Create isupplier Supplier Charges

User Guide Create isupplier Supplier Charges CALIFORNIA RESOURCES CORPORATION AND ITS AFFILIATES (COLLECTIVELY, CRC) OVERVIEW This User Guide aims to describe how to electronically submit supplier charges (field tickets and/or invoices) against a

More information

Taxpayer Secure Portal Instructions

Taxpayer Secure Portal Instructions Taxpayer Secure Portal Instructions Secure Portal Walk-Through (External User) Secure Portal is an email solution that allows you to exchange email containing Personally Identifiable Information with your

More information

PBWORKS - Student User Guide

PBWORKS - Student User Guide PBWORKS - Student User Guide Fall 2009 PBworks - Student Users Guide This guide provides the basic information you need to get started with PBworks. If you don t find the help you need in this guide, please

More information

.WELCOME TO OFFICE DEPOT ONLINE

.WELCOME TO OFFICE DEPOT ONLINE .WELCOME TO OFFICE DEPOT ONLINE This user guide is designed to show you how to use the Office Depot Online to its full potential. Its aim is to give you detailed instructions from logging in, to placing

More information

LAWSON PORTAL 9.0 REQUISITION CENTER (RQC): SHOPPING

LAWSON PORTAL 9.0 REQUISITION CENTER (RQC): SHOPPING LAWSON PORTAL 9.0 REQUISITION CENTER (RQC): SHOPPING CONTENTS: I. Logging In Page. 3 to 8 II. Profile Page. 9 to 11 A. Basic & Detail: Page. 9 to 10 B. Header Comments: Page. 11 to 12 III. Find / Shop

More information

Guide to KI-ELN, downloaded/remote desktop client

Guide to KI-ELN, downloaded/remote desktop client Guide to KI-ELN, downloaded/remote desktop client Conventions used in this tutorial Bold a button Underline selection from a menu Italics Right mouse-click menu item You can access the system in three

More information

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.1

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.1 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 Dynamics CRM Plug-in Installation... 2 WordPress Manual Plug-in installation... 5 Plug-in

More information

Colligo Engage Outlook App 7.1. Offline Mode - User Guide

Colligo Engage Outlook App 7.1. Offline Mode - User Guide Colligo Engage Outlook App 7.1 Offline Mode - User Guide Contents Colligo Engage Outlook App 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Engage Outlook App 3 Checking

More information

Banner-Requestor_Approver Training Manual

Banner-Requestor_Approver Training Manual BANNER NAVIGATION Welcome to Banner! This is a brief overview of basic navigation required to utilize the Self Service system. Accessing Banner SSB (Self Service) 1. Open a session of Internet Explorer

More information

HOW TO SUBMIT A TENDER/Quotation

HOW TO SUBMIT A TENDER/Quotation HOW TO SUBMIT A TENDER/Quotation 1 1. Tender Submission Process 1.1. Please visit www.procurement.petrosa.com, then click Login. 1.2. Please enter your login details - username (ZAH number), user code

More information

USER MANUAL. SuitePort - SuiteCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.1.0

USER MANUAL. SuitePort - SuiteCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.1.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 Joomla Manual Plug-in installation... 3 Plug-in

More information

Paragon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities

Paragon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities Paragon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities necessary to navigate the MLS. Table of Contents 1. Accessing

More information

Drupal 7 guide CONTENTS. p. 2 Logging In

Drupal 7 guide CONTENTS. p. 2 Logging In Drupal 7 guide Drupal is a widely used, open-source, free platform that has an easy-to-use content management system for updating websites. This guide was created by the Health Communication Core (www.healthcommcore.org)

More information

Kohler Power Resource Center User Guide. Create Order

Kohler Power Resource Center User Guide. Create Order Kohler Power Resource Center allows users to enter orders for Aftermarket Parts, Sales Accessories (non-configurable), and QuickShip products. Material validation and pricing are available as you enter

More information

Online Requesting and Receiving. Training Manual

Online Requesting and Receiving. Training Manual Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding

More information

StreamOne Cloud Marketplace. Order and Management Guide

StreamOne Cloud Marketplace. Order and Management Guide StreamOne Cloud Marketplace Order and Management Guide StreamOne Cloud Marketplace Order and Management Table of Contents Navigating to the StreamOne Cloud Marketplace Creating a Quote Converting a Quote

More information

GENERAL LEDGER STANDARD JOURNAL ENTRY. 3. Procedure In the Financial Management dropdown, select the Journals function in the Journals submenu.

GENERAL LEDGER STANDARD JOURNAL ENTRY. 3. Procedure In the Financial Management dropdown, select the Journals function in the Journals submenu. Procedure # GL - 1 General Ledger Standard Journal Entry Created By Emily Krambs 7/20/09 Revised By Donald Hein 1/8/14 Approved By GENERAL LEDGER STANDARD JOURNAL ENTRY 1. General Journal entries are used

More information

e-abbott 2017 User Manual Updated

e-abbott 2017 User Manual Updated e-abbott 2017 User Manual Updated 8-25-2017 1 2017, Abbott USA. All rights reserved Information used in this document is subject to change without notice. No part of this document can be reproduced or

More information

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.2.1

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 1.2.1 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 Dynamics CRM Plug-in Installation... 2 WordPress Manual Plug-in installation... 5 Plug-in

More information

User guide. PRISMAdirect Order processing

User guide. PRISMAdirect Order processing User guide PRISMAdirect Order processing Copyright 2016, Océ All rights reserved. No part of this work may be reproduced, copied, adapted, or transmitted in any form or by any means without written permission

More information

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.0

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation & Configuration... 2 Dynamics CRM Plug-in Installation... 2 Joomla Manual Plug-in installation...

More information

Blue Mountain Community College Website Maintenance Instructions

Blue Mountain Community College Website Maintenance Instructions Blue Mountain Community College Prepared by Velda Arnaud August, 2014 Blue Mountain Community College Overview View the site any time by clicking on the Site Preview at the top of the screen. Urgent News

More information

USER MANUAL. SuitePort - SuiteCRM Customer Portal for Drupal TABLE OF CONTENTS. Version: 1.0

USER MANUAL. SuitePort - SuiteCRM Customer Portal for Drupal TABLE OF CONTENTS. Version: 1.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 Drupal Manual Plug-in installation... 4 Plug-in

More information

AEC Solutions User Manual COMPLETE USER GUIDE FOR ALL PRODUCTS REVISION DATE: NOVEMBER 2017 (REV3)

AEC Solutions User Manual COMPLETE USER GUIDE FOR ALL PRODUCTS REVISION DATE: NOVEMBER 2017 (REV3) 2017 AEC Solutions User Manual COMPLETE USER GUIDE FOR ALL PRODUCTS REVISION DATE: NOVEMBER 2017 (REV3) Table of Contents User Registration... 6 Your FREE Personal Account... 6 User Profile Setup... 7

More information

LEAD Documentation. User Manual Aimereon Aimereon, Inc.

LEAD Documentation. User Manual Aimereon Aimereon, Inc. LEAD Documentation User Manual 2018 Aimereon Aimereon, Inc. This page is intentionally left blank. Table of Contents 3 1. Welcome 7 1.1 Request an Account... 8 1.2 Manage Your Account... 11 2. Dashboard

More information

FedEx Office Print Online Corporate

FedEx Office Print Online Corporate Quick Reference Guide DocStore Catalog Log in to FedEx Office Print Online Corporate 1. Open your browser and navigate to: https://printonline.fedex.com/nextgen/wu 2. Input User ID and Password and click

More information

Navigate to Cognos Cognos Analytics supports all browsers with the exception of Microsoft Edge.

Navigate to Cognos Cognos Analytics supports all browsers with the exception of Microsoft Edge. IBM Cognos Analytics Create a List The following instructions cover how to create a list report in IBM Cognos Analytics. A list is a report type in Cognos that displays a series of data columns listing

More information

PlanWell 4.0 User Guide

PlanWell 4.0 User Guide PlanWell 4.0 User Guide Contents Finding Planwell and Logging On 2 Planwell Access Portals 2 Document Selection 3 Build a Set 4 Most Current Set 4 Custom Packages 4 Issue Tree 5 Standard Order Process

More information

Training Manual and Help File

Training Manual and Help File Training Manual and Help File 30.06.2011 Update Manage Grow Welcome to your new Juniper Website Management System with CMS Introduction The Juniper Website Management System with CMS (Website Content Management

More information

Navigating Your Profile

Navigating Your Profile Part 1: Profile Login Navigating Your Profile 1. Start at the Greater Kansas City Community Foundation s home page, www.growyourgiving.org. Select Nonprofit Search. 2. This is the Nonprofit Search home

More information

Vendor Payment Remittance Portal User Guide

Vendor Payment Remittance Portal User Guide Vendor Payment Remittance Portal User Guide Rev 3US 1-2016 Table of Contents Section 1: Logging into Nexonia Page 3 Section 2: Managing Account General Information Page 4 Payment Information Page 5 Uploading

More information

Goddess Purchasing Portal Quick Reference Guide. Welcome to the Goddess Purchasing Portal!

Goddess Purchasing Portal Quick Reference Guide. Welcome to the Goddess Purchasing Portal! Goddess Purchasing Portal Quick Reference Guide Welcome to the Goddess Purchasing Portal! URL http://www.goddessproductsinc.com/arkansas.html Login Password Your HSU Email Addres Welcome1 (case sensitive)

More information

Smart Connection User Guide

Smart Connection User Guide User Guide Issue 1.4 May 2010 0/59 CONTENTS 1. Introduction and Overview...3 1.1 Profiles and Privileges in... 3 1.2 Interactions with Oberthur s Personalisation Systems... 3 Transmission / Input File

More information

Using the isupport Customer Profile Screen

Using the isupport Customer Profile Screen Using the isupport Customer Profile Screen The Customer Profile screen (accessed via the Desktop menu) enables you to record customer information that can be used in all isupport functionality. Note that

More information

Contents. Add a Form Element to a Group Box Add a Field to a Form... 22

Contents. Add a Form Element to a Group Box Add a Field to a Form... 22 Workflow Design Guide Version 17 November 2017 Contents About This Guide... 7 Workflows and Forms Overview... 7 Security Permissions for Workflows and Forms... 8 Search for a Workflow Design, Workflow

More information

ADVANTAGE Financial System User Guide County Manager David Hankerson

ADVANTAGE Financial System User Guide County Manager David Hankerson ADVANTAGE Financial System User Guide September 2015 ADVANTAGE Financial System User Guide County Manager David Hankerson 2 *This page is fully linked. Please click the page you wish to view. Table of

More information

Mobile Banking App User s Guide

Mobile Banking App User s Guide Mobile Banking App User s Guide Enrollment Enroll Using Online Banking 1. Log in to your Online Banking account at easternmichiganbank.com. 2. Go to Options > Mobile Settings > Web Mobile Settings. 3.

More information

TABLE OF CONTENTS. WELCOME TO mycsa... LOGGING IN... FORGOT PASSWORD... FIRST TIME REGISTRATION... ACCESS TYPE... GETTING STARTED...

TABLE OF CONTENTS. WELCOME TO mycsa... LOGGING IN... FORGOT PASSWORD... FIRST TIME REGISTRATION... ACCESS TYPE... GETTING STARTED... USER GUIDE TABLE OF CONTENTS WELCOME TO mycsa... LOGGING IN... FORGOT PASSWORD... FIRST TIME REGISTRATION... ACCESS TYPE... GETTING STARTED... SETTING PREFERENCES... CONTACT US... DASHBOARD... MANAGING

More information

Introduction to Cascade Server (web content management system) Logging in to Cascade Server Remember me Messages Dashboard Home

Introduction to Cascade Server (web content management system) Logging in to Cascade Server Remember me Messages Dashboard Home Introduction to Cascade Server (web content management system) Last Updated on Jul 14th, 2010 The College of Charleston's web site is being produced using a Content Management System (CMS) called Cascade

More information

New BoundTree.com User Guide Fall Version 6

New BoundTree.com User Guide Fall Version 6 New BoundTree.com User Guide Fall 2016 Version 6 Table of Contents Overview Navigating the Home Page Creating an Account Logging into an Existing Account Forgot Your Password? Reviewing Your Account Editing

More information

Exporting your Address Book from Despatch Manager Online & importing it into Click & Drop

Exporting your Address Book from Despatch Manager Online & importing it into Click & Drop Exporting your Address Book from Despatch Manager Online & importing it into Click & Drop How to export your Address Book from Despatch Manager Online (DMO) The process to export your Address Book from

More information

USER MANUAL. SalesPort Salesforce Customer Portal for WordPress (Lightning Mode) TABLE OF CONTENTS. Version: 3.1.0

USER MANUAL. SalesPort Salesforce Customer Portal for WordPress (Lightning Mode) TABLE OF CONTENTS. Version: 3.1.0 USER MANUAL TABLE OF CONTENTS Introduction...1 Benefits of Customer Portal...1 Prerequisites...1 Installation...2 Salesforce App Installation... 2 Salesforce Lightning... 2 WordPress Manual Plug-in installation...

More information

Swiiit User Guide 09/11/2016

Swiiit User Guide 09/11/2016 Swiiit User Guide 09/11/2016 Contents Getting Started... 4 Overview of Main Tools... 5 Webpages... 6 Main pages (Sections)... 6 Rearrange Sections... 6 Subpages... 7 Change the Title of a Webpage... 8

More information

RONA e-billing User Guide

RONA e-billing User Guide RONA e-billing Contractor Self-Service Portal User Guide RONA e-billing User Guide 2015-03-10 Table of Contents Welcome to RONA e-billing What is RONA e-billing?... i RONA e-billing system requirements...

More information

BeetleEye Application User Documentation

BeetleEye Application User Documentation BeetleEye Application User Documentation BeetleEye User Documentation 1 Table of Contents Welcome to the BeetleEye Application... 6 Overview... 6 Navigation... 6 Access BeetleEye... 6 Update account information...

More information

For best results, ensure that the VST is the only browser instance running and fully close the browser each time before accessing the VST again.

For best results, ensure that the VST is the only browser instance running and fully close the browser each time before accessing the VST again. This User Guide summarizes the interface and components of the Valve and Actuator Selection Tool. PDF viewing: If you are viewing this PDF from the browser, easily navigate this document using the Bookmarks

More information

Sage Estimating (SQL) v17.13

Sage Estimating (SQL) v17.13 Sage Estimating (SQL) v17.13 Sage 100 Contractor (SQL) Integration Guide December 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage,

More information

There are several ways to begin a presentation. Where are you starting from?

There are several ways to begin a presentation. Where are you starting from? Portal > Knowledgebase > ESP Web > ESP Presentations ESP Presentations Jennifer S - 2019-02-08 - in ESP Web The ESP Presentation tool allows you to quickly and easily build sales presentations that are

More information

Colligo Engage Outlook App 7.1. Connected Mode - User Guide

Colligo Engage Outlook App 7.1. Connected Mode - User Guide 7.1 Connected Mode - User Guide Contents Colligo Engage Outlook App 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Engage Outlook App 2 Checking for Updates 3 Updating

More information

Generating a Custom Bill of Materials

Generating a Custom Bill of Materials Generating a Custom Bill of Materials Old Content - visit altium.com/documentation Modified by on 6-Nov-2013 This tutorial describes how to use the Report Manager to set up a Bill of Materials (BOM) report.

More information

MichelinB2B National Account Delivery Receipts Quick Reference Guide

MichelinB2B National Account Delivery Receipts Quick Reference Guide MichelinB2B National Account Delivery Receipts Quick Reference Guide This document serves as a quick reference guide to demonstrate how to use the key functions of the Michelin ebusiness Process Claims

More information

Enhancements Guide. Applied Business Services, Inc. 900 Wind River Lane Suite 102 Gaithersburg, MD General Phone: (800)

Enhancements Guide. Applied Business Services, Inc. 900 Wind River Lane Suite 102 Gaithersburg, MD General Phone: (800) Enhancements Guide Applied Business Services, Inc. 900 Wind River Lane Suite 102 Gaithersburg, MD 20878 General Phone: (800) 451-7447 Support Telephone: (800) 451-7447 Ext. 2 Support Email: support@clientaccess.com

More information

IRA Basic Running Financial Reports

IRA Basic Running Financial Reports IRA Basic Running Financial Reports Updated 6-7-2013 1 Training Index Part I Introduction to the IRA Reporting Tool IRA Resources (3) Logging onto the system (4) Navigating the Dashboard (5-9) Running

More information

User Guide. Avery Dennison Web Ordering Solution for Steinmart

User Guide. Avery Dennison Web Ordering Solution for Steinmart User Guide Avery Dennison Web Ordering Solution for Steinmart March 2012 Copyright 2012 A very Dennison The information in this document is subject to change without notice and should not be construed

More information

SOU Banner 9 Navigation Guide

SOU Banner 9 Navigation Guide SOU Banner 9 Navigation Guide Draft 11.29.2018 Contents Introduction.... 2 Application Navigator.... 2 Basic Navigation.... 3 Page Header.... 4 Key Block... 4 Sections... 5 Bottom Section Navigation...

More information

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.2

USER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.2 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation & Configuration... 2 Dynamics CRM Plug-in Installation... 2 Joomla Manual Plug-in installation...

More information

Once you click on the Enterprise Icon found on your desktop you will be asked for your password. This Default Code Is

Once you click on the Enterprise Icon found on your desktop you will be asked for your password. This Default Code Is Once you click on the Enterprise Icon found on your desktop you will be asked for your password. This Default Code Is You should now see the main screen which is called the main screen or menu screen.

More information

PlanWell Enterprise. User Manual

PlanWell Enterprise. User Manual PlanWell Enterprise User Manual 1 Table of Contents Finding PlanWell and Logging On... 4 Public Projects... 5 Guest Access... 5 Login to your Account... 6 Populating Shopping Cart... 6 Most Current Set...

More information

Welcome to the Goddess Purchasing Portal!

Welcome to the Goddess Purchasing Portal! Goddess Purchasing Portal Quick Reference Guide Welcome to the Goddess Purchasing Portal! URL http://www.goddessproductsinc.com/arkansas.html Login Password Your State of Arkansas Email Address Welcome1

More information

Multi SO Data Loader User Guide

Multi SO Data Loader User Guide Multi SO 7.1.1 Data Loader User Guide v.1 32Soft.com Multi SO 7.1.1 User Guide Thank you for your interest in 32 Soft s productivity solutions for QAD. You are on the path to improved data management and

More information