Lipsy Ordering and Tracking Guide

Transcription

1 Lipsy Ordering and Tracking Guide

2 February 2016 Copyright 2016 Avery Dennison The information in this document is subject to change without notice and should not be construed as a warranty or commitment by Avery Dennison or any other party. Avery Dennison, its affiliates, its owners and operators, assumes no responsibility for any errors that may appear in this document. Users of the systems and programs described herein are responsible for determining the suitability of those systems and programs for their specific uses. No responsibility is assumed for the unauthorized use of any information contained herein. To obtain additional copies of this guide, contact Avery Dennison, Private Road No 7, Colwick Industrial Estate, Colwick, Nottingham NG4 2JQ. Document Version Rev-2 Printing History August 2011 February 2016

3 Contents Chapter 1 Placing an Order Logging On Security Notice Home page Releasing Orders Orders in Progress Orders in Progress Listing Detailed Order View Order Amendment Placing an Order Search Results Order Form Preview Page Order Accepted Chapter 2 Order Tracking Viewing tools Outstanding orders Despatches Find orders

4 Chapter 1 Placing an Order This chapter will guide you through placing an order for Lipsy using the PaxarOnline ordering system. Logging On Home page Releasing Orders Placing an Order

5 Logging On Logging On Enter into your web browser. Security Notice Enter your Username and Password and click Login. If you have not been provided with these, please contact your local Avery Dennison Internet Helpdesk contact. Security of both username and password is the user s responsibility. Please note that the username and password will enable access to information relating to the user from any computer with Internet access. It is important that this information is kept secure at all times. Therefore, if you are using a shared or public computer, it is recommended that you do not select the Remember me option on the log in screen. Lipsy Ordering and Tracking Guide 1-5

6 Home page Home page There are two options on this page: Ordering tools Delect this option to search for and order contracts. For information on searching for and ordering labels, continue to page 1-13 Viewing tools Select this option to release and track orders. o For information on releasing orders, proceed to the next page. o For information on tracking orders, proceed to page Lipsy Ordering and Tracking Guide

7 Releasing Orders Releasing Orders 1. After selecting Viewing tools, a sub-menu appears. Select Outstanding orders to locate and release orders. The Orders In Progress page appears. Orders in Progress 2. Use the search fields on this page to locate the order(s) you d like to release. None of the fields are mandatory, therefore, to view all orders, leave all fields blank. 3. Click Search. 4. The results appear below the search fields. Lipsy Ordering and Tracking Guide 1-7

8 Releasing Orders Orders in Progress Listing Orders shown in blue have not been released. Orders shown in black have already been released. The Date Input, Date Received and Requested Despatch Date fields indicate when an order was uploaded, the date it was received/released and the date indicated on the download/despatch date. 5. Click on the Avery Factory Sheet number to release an order. The Detailed Order View page appears. 1-8 Lipsy Ordering and Tracking Guide

9 Releasing Orders Detailed Order View Use this page to review the label reference details. 6. Click Modify Order to release a single label reference.if more than one label reference is available for the contract, the Modify all parts of contract button will also appear. Click this to release all label references in the contract. The Order Amendment page appears. Lipsy Ordering and Tracking Guide 1-9

10 Releasing Orders Order Amendment Use the fields on this page to amend the order prior to releasing it. The fields with a red dot next to them will be editable on the ordering pages. 7. Select the Deliver to address from the drop down. If the required address is not available, contact customer service. 8. If in plant printing is not available for the label reference, tick the IPPS not available selection box. 9. Click View label to view an image of the label Lipsy Ordering and Tracking Guide

11 Releasing Orders 10. Use the Label quantity multiplier drop down to set the multiplier. 11. Enter the requested delivery date into the Requested delivery date field. 12. Enter your name into the Order placed by field. 13. Enter your address into the Customer address field 14. Enter your PO into the Customer P/O ref field. 15. The Order line details table is read-only except for the Quantity column. If required, amend the Quantity to order for each line. 16. To save the alterations and proceed, click Continue. 17. To reset the form to the initial values, click Reset. 18. To suspend the order, click Suspend. 19. To cancel the order, click Cancel. You ll be returned to the search page. After clicking Continue, you are redirected to the Order Amendment page. 20. Click Confirm amendments to confirm the changes and release the order. 21. Click Change values to return to the previous page. After clicking Confirm amendments, the Amendment accepted page appears. Lipsy Ordering and Tracking Guide 1-11

12 Releasing Orders This page confirms that the amendments have been accepted and the order has been released. 22. You ll automatically receive an confirming the release of the order. 23. To continue to another contract click Continue. 24. To go to the ordering system to place an order, click Ordering Tools on the left menu Lipsy Ordering and Tracking Guide

13 Placing a Reorder Placing a Reorder After selecting Lipsy from the Ordering tools menu, the below page appears. 1. You can search using full or partial information in one or more fields. Note: you must enter search criteria into at least one field. 2. Once you have entered the information you d like to use to narrow your search, click Search. Your search results will appear below the search fields. Lipsy Ordering and Tracking Guide 1-13

14 Placing a Reorder Search Results 3. Click Place order to order only that part. OR 4. Click Place order for all parts to order all parts of the contract. You are redirected to the following page Lipsy Ordering and Tracking Guide

15 Placing a Reorder Order Form *Note that when you choose Place order for all parts from the search results, there will be an additional column on the left side of the bottom table detailing the stationery information for each part of the contract. Also, the Stationery type box in the middle will not be changeable. Lipsy Ordering and Tracking Guide 1-15

16 Placing a Reorder 5. Select the Delivery Address from the drop down menu or tick the Tick for IPPS Ordering selection box. 6. If there are any Special Instructions, enter these into the free text box. 7. Enter your name into the Order Placed by field. 8. Make a selection from the Choose a priority for your order drop down. 9. Enter your address into the Customer address field and enter your PO into the Customer P/O Ref field. 10. To view an image of the labels, click View label images. This will cause a popup showing all labels on the order to appear. 11. The Order line details table is read-only except for the Quantity column. Enter the Quantity to order for each item. 12. Once you have entered all information required into the order form, click Continue to confirm your order. 13. To reset all items to their default value, click the Reset button. 14. To abandon your order, click Abandon order. You are returned to the search results page. 15. After clicking Continue, you are taken to the Preview Page, which is your final opportunity to verify that the information in your order is correct Lipsy Ordering and Tracking Guide

17 Placing a Reorder Preview Page 16. If you re happy that all the information shown on the above page is correct, click the Complete order button at the bottom of the page. 17. To make changes, click the Change order button to be returned to the previous page. 18. To discard your order, click Discard order to be returned to the search page. After clicking Complete order, you are redirected to the Order Accepted page. Lipsy Ordering and Tracking Guide 1-17

18 Placing a Reorder Order Accepted 19. This page confirms that your order has been sent to Avery Dennison for processing. 20. You ll receive an order confirmation to confirm the delivery date. If required, print this page for your records using your browser s print button. 21. You can also enter in one or more address to which a copy of the order will be sent. To send a copy of the order to more than one address, click the icon. This will cause another free text box to appear. You can send a copy of the order to as many addresses as you would like. When you have entered in all addresses, click the Request copy button. 22. Click the Place another order button to be returned to the search page. Alternatively, use the menus on the left of your screen to return to the search page or utilise the Viewing tools functions Lipsy Ordering and Tracking Guide

19 Chapter 2 Order Tracking This chapter will show you how to track outstanding orders, despatches and find information relating to orders. Viewing Tools o o o Outstanding orders Despatches Find orders

20 Viewing tools Viewing tools From the Home page, select Viewing tools. This will cause the below three options to appear in the left menu. Outstanding orders use this tool to search for and view orders that have not yet been despatched. Despatches use this tool to search for and view orders that have been despatched. Find Orders use this tool to search for and view all orders. Please see the following pages for guidance on using each of these functions Lipsy Ordering and Tracking Guide

21 Viewing tools Outstanding orders To view information about outstanding orders, click Outstanding orders under Viewing Tools. You ll then be taken to the Orders In Progress search page: Enter all, some or none of the search criteria to narrow your results. 1 The Avery factory sheet number can be used to search using a specific Avery factory sheet number. 2 The Order Number field can be used to search using a specific order number. 3 The Label reference field can be used to search using a specific Label reference number. 4 The Details field can be used to search using details from the order you d like to find. 5 Use this dropdown box to search using your Location. 6 Use this dropdown box to search using your Store Group name. 7 Use this dropdown box to search using your Delivery Account name/number. 8 Use this dropdown box to search using Order status. Once you have entered all necessary information, click Search. You ll then be redirected to the results page. Lipsy Ordering and Tracking Guide 2-21

22 Viewing tools Orders In Progress Listing As you can see, the information at the top of the Orders In Progress Listing page is the criteria used to conduct your search. The table shows the below details: The Location refers to the location of the order. The Customer is the vendor number. The Avery factory sheet is the Avery Dennison unique reference number. If you click on this, the Detailed order view page will appear. See page 2-24for an example screenshot. The Order Reference number is the number assigned to an order by Avery Dennison when the order was placed. The Label Ref. The Avery Label ref refers to the Label reference number. The Date input is the date that the order was put into the system. The Date received is the date that the order was received by Avery Dennison. The Requested despatch date is the date on which despatch was requested when the order was placed. The Due for despatch on column indicates the date on which the order is due to be despatched. The Order qty. refers to the quantity of labels in the order. The Details column is used to list any additional information. The Price is the total cost of the order Lipsy Ordering and Tracking Guide

23 Viewing tools The Status column refers to the status of the order using the key at the top of the page o o o o S = Order is suspended P = Order is held awaiting payment G = Order is suspended due to a missing graphic R = Order is a re-order If this column is blank, the order has been despatched and is not a re-order. If you would like more information regarding an order that has been suspended, please contact your local Avery Dennison Internet Helpdesk contact. If your search has returned more than one page of results, there will be navigation tools (such as those below) at the bottom of the page which you can use to move from one page to another. You can have the information provided on this page sent to you as a.csv file by entering your address and clicking the Copy button at the bottom of the search results. Lipsy Ordering and Tracking Guide 2-23

24 Viewing tools Detailed order view Please note that this page serves only as an example Detailed order view page and that the information on it will vary depending upon the contents of the order. Once you are done viewing the information on this page, simply click Back on your browser s navigation bar to return to the Orders In Progress Listing Lipsy Ordering and Tracking Guide

25 Viewing tools Despatches To view all orders that have been despatched, select Despatches from the Viewing Tools menu. You ll then be taken to the below search page. You can once again enter all, some or none of the information in order to narrow your search. 1 The From date and To date fields can be used to narrow your search to a specific period of time during which orders were despatched. 2 Enter the Factory sheet number to limit your results to a specific Avery Dennison factory sheet number. 3 Use the For orders containing if you want to search for orders using a keyword(s) (i.e. hangtag, large, etc). 4 Select a Location to limit your results to a certain location. 5 Use this dropdown box to search using your Store Group name. 6 Select a Delivery account to limit your results to a particular account name/number. When you ve entered the necessary search criteria, click Search. You ll then be taken to the results page. Lipsy Ordering and Tracking Guide 2-25

26 Viewing tools Despatch listing As you can see, the information at the top of the Despatch Listing page is the criteria used to conduct your search. The table shows the below details: The location from which the order was placed. The Account name/number. The Order Reference number is the number assigned to an order by Avery Dennison when the order was placed. The Despatch Date. The Item Code. The Avery Factory sheet number. You can click on this number to see an electronic version of the invoice. See page 2-28 for an example. The total quantity of the order. The method by which the order was despatched. The Consignment reference. The total number of pieces in the shipment. This refers to the key at the top of the page: o o o C = Complete despatch P = Part despatch B = Balance of despatch (this pertains to orders which have previously been partially despatched) 2-26 Lipsy Ordering and Tracking Guide

27 Viewing tools If your search has returned more than one page of results, there will be navigation tools (such as those below) at the bottom of the page which you can use to move from one page to another. You can have the information listed on this page sent to you as a.csv file by entering your address and clicking the Copy button at the bottom of the search results. Lipsy Ordering and Tracking Guide 2-27

28 Viewing tools Example Despatched Details page 2-28 Lipsy Ordering and Tracking Guide

29 Viewing tools Find orders To search for despatched or outstanding orders, click Find orders under Viewing Tools. You can enter all, some or none of the information in order to narrow your search. 1 Enter the Factory sheet number to limit your results to a specific Avery factory sheet number. 2 Use the For customer order field if you would like to search for orders using a specific purchase order number. 3 Use the Label reference field if you would like to search for a specific label reference. 4 Enter the From date (date order was placed) to limit your search to include results from a specific date. 5 Enter the To date (date order was placed) to limit your search to include results up to a certain date. 6 Select a Location to limit your results to a certain location. 7 Use this dropdown box to search using your Store Group name. 8 Select an Account to limit your results to a particular account name/number. When you ve entered the necessary search criteria, click Search. You ll then be taken to the results page. Lipsy Ordering and Tracking Guide 2-29

30 Viewing tools Found orders This page details the following information: The search criteria. The location from which an order was placed. Type refers to whether it is a Despatch or an Order. If you click on the link in this column, you ll be taken to either the Orders In Progress Listing page or the Despatch Listing page which will show you more detail about that particular order. The pages for these will be the same as those shown on pages 2-24 and 2-28 above, respectively. The Account number. The Avery Factory sheet number. The Order Reference number is the number assigned to an order by Avery Dennison when the order was placed. The Label reference. The Date on which the order was placed Lipsy Ordering and Tracking Guide