charts SHOP ANYTIME ANYWHERE GOSPICERS.CA FAST, EASY & CONVENIENT

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1 charts SHOP ANYTIME ANYWHERE GOSPICERS.CA FAST, EASY & CONVENIENT Access Product Information 4/7 View Up-to-Date Pricing Check Available Inventory Improve Purchasing Efficiencies Shop Securely Anytime 07 GOSPICERS MANUAL An introduction and brief overview of the site s content and functionality. gospicers.ca

2 Contents Accessing the Site Logging In Editing Your Profile 4 Adding Account Users 5 Finding Items 6 Accessing MY CONTRACT 7 Using KEYWORD SEARCH 8 Browsing the CATALOGUES 9 Using a MY LIST 0 Creating a MY LIST Adding Items to your MY LIST (From MY CONTRACT) Adding Items to your MY LIST (From KEYWORD SEARCH and MY LIST) Checking Inventory Availability 4 Placing an Order 5 Checking your Order History 6 Creating an Order from Order History 7 Requesting Invoices 8 Requesting Statements & Service Charge Invoices

3 Accessing the Site The site can be accessed by going to spicers.ca site. Navigate to the right hand corner and click on GOspicers.ca or you may go to the SHOP tool and click on login. (On this screen you will also find the option to request a GOspicers account) You can also access the site by directly typing gospicers.ca in your browser. 4

4 Logging In You can login to GOspicers using the credentials provided to you by the GOspicers Site Administrator, at the time of registration. Navigate to the top right corner of the site and enter your Username and Password in the provided field and then click the GO button to login. 5

5 Editing Your Profile Once you have logged in, you will be able to personalize your profile information by the User Profile link in the upper right corner of the site. clicking on First Name Last Name Click on your name to edit your information on the User Maintenance screen. Firstname, Lastname Lastname, Firstname (As a Customer Administrator you can edit your own personal information, and manage all profiles associated with the account including: adding and deleting profiles. The accounts that you have established can be used by several users from your organization that you the Customer Administrator can assign. As a Customer Administrator, this allows you to monitor and track the orders that your organization is placing, while still giving your employees the freedom to place their orders.) To create a new user in the User Maintenance screen, click on the [Add New User] link underneath your name. Proceed with setting up the new user s profile information. Firstname, Lastname Account Admin Accounting, Accounting Accounting, Accounting Edit Delete Administrator, Purchase Administrator, Purchase Edit Delete Buyer, Buyer Buyer, Buyer Edit Delete 6

6 Adding Account Users Enter all the user information. Select the applicable User Type. Select all documents that the user has access to. Once all the fields are completed click on the Update button to confirm. Printing Location Bindery Printing Services Note: There are 4 type of users: Account Administrator, Accounting, Buyer, Purchase Administrator. (see chart below for access information by user type. ACCESS Add, Edit and Delete Buyers & Purchasing Admin ACCOUNT PURCHASE BUYER ACCOUNTING ADMIN ADMIN Add, Edit and Delete Accounting & Account Admin Order History Buy My List Rapid Order Shopping Cart My Contracts Retrieve Invoices * Retrieve Statements * Retrieve Service Charges * * Access to documents can be changed only by the Account Administrator at the user level. All other access is based on User Type. 57 5

7 Finding Items There are many quick and easy ways to find items. Navigate to the PRODUCT SEARCH option from the main menu bar. Click on any of the following links: MY CONTRACT, KEYWORD SEARCH, CATALOGUES, 4 SPECIALS or 5 enter your keyword in the search field on the right of the screen

8 Accessing MY CONTRACT Customers with contracts can access their contract price information by clicking on the MY CONTRACT link, from the main drop down menu option, under PRODUCT SEARCH. This screen will be displaying the priced items in your contract. 77 9

9 Using KEYWORD SEARCH You may access the KEYWORD SEARCH option by clicking on the KEYWORD SEARCH link, from the main drop down menu option, under PRODUCT SEARCH. On the Keyword Search screen, you may enter your keyword in the search field provided and then click the Search button. If your results are too many, you may further specify by choosing a different search criteria from 4 the Search Options choices on the right of the screen. 4 0

10 Browsing the CATALOGUES You may access the CATALOGUES option by clicking on the CATALOGUES link from the main drop down menu option, under PRODUCT SEARCH. (Clicking on the Product Segment of your choice will provide you with a list of options to choose from to further refine your search.) Your path will appear on the blue bar above, which allows you to retrace your steps at any time. 9 9

11 Using a MY LIST The quickest way to access the items you frequently order is to use the MY LISTS option. (These are personalized shopping lists that you create. You can create as many lists as you like, and can give each list a name, like Monday s Order Items or Inks.) To create a new list, navigate to the MY LISTS link from the main menu bar. 0

12 Creating a MY LIST To create a list, click on the Add New List link (on the right of the screen.) A new screen will appear. Here you will be able to name your list in the field provided. Click the Create/Update button to confim your new list. A new screen will appear. (To ensure your new list has been added click on the MY LISTS link on the main menu bar to view it.) Note: In addition to being able to view, edit and save your list, you can add items to the shopping cart directly from the list by clicking on the Add Selected to Cart button.

13 Adding Items to your MY LIST (From MY CONTRACT) Items can be added to your list from the MY CONTRACT screen, or the KEYWORD SEARCH screen or from within the your MY LISTS screen itself. Example from within the MY CONTRACT screen: Once you found your desired item, click on its name or simply add a quantity next to each item and then click on the Add to my List button. Note: You can add more than one item at a time. A new screen will appear where you could add the item to list. Click the Add to this List link to confirm. a new list or to an already existing 4

14 Adding Items to your MY LIST (From KEYWORD SEARCH and MY LIST) Example from within the KEYWORD SEARCH screen: Enter your keyword, and then from your results: add a quantity next to the item, in the field provided. Next, click on the Add to my List button. Example from within the MY LISTS screen itself: Simply, add the Item Code in the Quick Add field provided and then click the Add to my List button. Note: You must know the item code for this option. 5

15 Checking Inventory Availability Inventory can be checked from the MY CONTRACT screen, the KEYWORD SEARCH screen, or from within the MY LISTS screen. Find your item and click on its description. This will bring you to the Product Description screen. Inventory will automatically be displayed at the bottom. You can also view inventory by adding products to the shopping cart. 4 6

16 Placing an Order You can add items to the Shopping Cart from the MY CONTRACT screen, the KEYWORD SEARCH screen, or from within the MY LISTS screen. (In fact, you can log off and log back on later to continue shopping, because your Shopping Cart will be saved. You can save your Shopping Cart as My List to be used for future orders. Your shipping information will be displayed in your order, but can be overridden and saved for future use.) Click on the SHOPPING CART link from the main menu bar, this screen will display the items you ve added to your cart. Click on the Checkout button. The Checkout screen will appear summarizing your order. To edit your items click on the Back button to go back to the previous screen. Lastly, to finalize your purchase, Submit button. click on the Note: You will also receive an order acknowledgement by . 57

17 Checking your Order History To check your order history, click on the ORDER HISTORY link from the main menu bar. You can either select date ranges, enter an order number, select an order type such as Closed Orders or Open Orders, enter a PO Number or an Item Code to track your order. Click the Search button to find your order history. To view order, click on [view detail]. 6 8

18 Creating an Order from Order History Check box under Reorder Items, next to the product code(s) that you would like to reorder. Next, click on Add Selected to Cart. This will add the item(s) and the exact amount to the Shopping Cart. At this point, the quantity order can be changed and you may continue shopping or check out. 9

19 Requesting Invoices To request an Invoice, select Order History from the Account History drop down menu. Enter the required Date Range, Shipping Location if applicable and select Closed Orders. Select Search. Select as many invoices as you require from the Request Invoice? column. Select Request Invoice. Only Invoices from August, 06 onward are available on GOspicers. 0

20 Requesting Statements & Service Charge Invoices Select either Statements or Service Charge Invoices from the Account History drop down. Select as many documents as required. Select Request Statements/Service Charge Invoices. Only Service Charge Invoices from August, 06 onward are available on GOspicers. Only Statements from December, 06 onward will be available on GOspicers.

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