PCI (Internet Order Portal) Table of Contents

Transcription

1 2017 PCI 5.0

2 Table of Contents How to connect to PCI... 3 How to order in PCI... 5 PCI menus Order Menu: Reports menu: User menu: Administration menu: Colabor Information Technologies

3 How to connect to PCI Enter your user name and your password and then click on the Submit button. Check the check box Remember user name, if you do not wish to enter your user name each time you connect to PCI. Note: If you enter the wrong password too many times, your PCI account can be locked. If you are locked, you must contact your Colabor distributor, so he can unlock your user. You will then be able to click on Forgot password?. If you forgot your password, click on Forgot password?. Enter your address and you will receive the instructions to change your password. You have one day (24 hours) to use the Click here link in the received . 3 Colabor Information Technologies

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5 How to order in PCI If your user code refers to several stores, you will first have to select the store for which you wish to place an order. If your user code refers to only one store, you will be redirected to the main screen where it is possible to: Retrieve an open order (click on to download the order or on to delete the order) Create a new order (choose the delivery date and then click on the Submit button) Load order previously saved (click on Browse button to select your file and then click on the Submit button) 5 Colabor Information Technologies

6 By default, your purchase profile list will be displayed on one or many pages. You can now begin to order products! Delivery date: Indicates the delivery date you previously selected. You will be able to change this date when you do your checkout (just before sending your order). Search options: You can use many types of searches to find a product. You simply must place the cursor in the field Search among the selected list, and enter a product code, a UPC code, one or many words and click on the search icon. Attention: The search also validates in which list you wish to do the search (in your customer profile, in the catalog, in the prebook list, in a shopping list (if you have created some), etc.). The option, allows to generate the product s list in a PDF file, an Excel file or a CSV file. 6 Colabor Information Technologies

7 You can also click on the button to do an advanced search: In the advanced search, you can ask for combined criteria (Example: all the cookies with Novali brand). You must click on the Apply button to run the search. 7 Colabor Information Technologies

8 Once the results are displayed, the advance search button will be in orange color to indicates you are in search mode. If you return in the advanced search button, your search criteria and the Remove the filter button will be displayed to cancel the search. 8 Colabor Information Technologies

9 To cancel a search and display all the products from the selected list (customer profile, catalog, prebook list, shopping list, etc.) click on the icon: Sorting of the products list: There are 3 different ways to sort the available products list: By product s description By catalog sequence (the sequence order has been defined by your distributor) By catalog alphabetical sequence Ordering the products: To order your products, you simply enter quantities in the appropriate column. When you add quantities in your order, you will notice that the order total line is recalculated automatically and the number of products ordered and the number of elements ordered, increases in Checkout button. 9 Colabor Information Technologies

10 By clicking on a field in quantity column (for the desired product), a pop-up will open showing the last order date of this product, its sales history and the prebooks quantities left (if there are some). Note: If the Quantity box is green, that means there are left prebooks quantities available to order. 10 Colabor Information Technologies

11 By clicking on the product code, you can view more information on the product: By clicking on the More details button, even more information regarding the product will be displayed. You can also, at this moment, add quantities to your order for the selected product and the desired format! 11 Colabor Information Technologies

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13 If you want to remove a product from your profile so it won t be display anymore in your purchase list, you must click on the button in the product s details. 13 Colabor Information Technologies

14 By clicking on the brand name description or on the manufacturer s description, you will be redirected to the products catalog of all products with the same brand name or manufacturer. You will be able to order, for example, all the products with Jersey Shore as brand name! 14 Colabor Information Technologies

15 One or more icons will be displayed if the product contains the following features: Product in promotion Special order product Deposit product Product with required preparation Weighed products Promotional product Product with certificates (like Aliment Quebec). By clicking on the icon, you will be able to view the certificate s logo: When a product requires a preparation, the message icon will be displayed. By clicking on this icon, you will be able to write a message concerning the product s preparation (Example, for a delicatessen product, you could write a message like: Thin slices please). When your message is saved, the icon will become blue. 15 Colabor Information Technologies

16 The icon allows viewing if the product is part of a shopping list. If the product is included in a shopping list, the checkbox will be checked beside the appropriate shopping list name. From this pop-up, you can add or remove a product from the shopping list by checking or unchecking the check box for the desired shopping list. You can also create a new shopping list by adding a new name in the field Enter a name. 16 Colabor Information Technologies

17 Checkout button: Allows you to review your order and then submit it. By clicking on Checkout, you will be redirected to another screen to validate and finalize your order. Delivery date: You can, at this point, modify the delivery date if you wish. Order number (PO): Allows entering an internal reference number for your purchase order for cross reference within your distributor s system. Message: Allows adding a message to your distributor. Button: This button allows modifying the product format to order. 17 Colabor Information Technologies

18 Save button: Saves your order. You will be able to retrieve it from the Open orders list. Continue button: Allows returning in your current order to add or remove products, or simply doing a search. Send button: Allows officially sending the order. A question asking if you really want to send this order will be displayed and you will have to check the corresponding check box to indicate you have read and accept the terms of use. It is mandatory to check the terms of use check box in order to send your order. An will be sent to you and to your telemarketer so he or she can review your order in the next hours. Notify button: Allows sending an to the person who has the responsibility to send the order. Only a user which has no right to Send the order will see this button. By clicking on the button, a list will be displayed and you must select the name to whom you want to send the notification , so that he will know that the order is waiting to be approved. Note: To print your order, click on the right button of your mouse and select the option Print. 18 Colabor Information Technologies

19 PCI menus At the top of PCI screen, there are different menus available. Here are the details for each of them. 1- Order Menu: Order in progress: Allows returning to the order in progress. Order export: Allows exporting the order in a.cde file. You will be able to save this file on your computer to reuse it as a template later. New order: Allows the entry of a new order. Fast input: Allows the order to be entered directly by product code or by UPC code. The fast input can be used with an Opticon device to scan the UPC code from a product label and then be able to confirm the quantities. The order is automatically saved every two minutes, but you can also save your order by clicking on the Save button. 19 Colabor Information Technologies

20 Scanned input: Allows scanning bar codes and to import them directly into the PCI (to be used with an Opticon Bluetooth device). Make sure the cursor is in the box before importing products from the Opticon. Click on the Submit button to finalize the order. Click on the Reset button if you wish to delete what was entered. If there are errors, you will be redirected to another screen and you will be able to view the errors. You will then choose if you wish to correct the errors ( Back button), or accept the rest of the order ( Load button). Special orders: Displays the special orders products list that have been ordered and not yet delivered to your company. 20 Colabor Information Technologies

21 Shopping lists: Allows management of your personalized shopping lists. In this section, it is possible to create, view (order) or delete your shopping lists. You can also do a search with the shopping list s name. : Allows to create a new shopping list. : Allows to import the product s list so you can order the participating products from this list. : Allows to modify the shopping list s name, the shopping list sequence numbers (for having the products displayed in the sequence you like), or to delete a product from the list. : Allows to delete completely a shopping list. Note : By clicking on icon in the shopping list Products section, you will be able to modify the sequence number (for the product s list display order). If the product requires preparation, the Message section will not be shaded and it will be possible to enter a default message for this product instead of re-entering the same message each time you order this product. 21 Colabor Information Technologies

22 General note for the shopping lists: To print a shopping list, click on the right button of your mouse and select the option Print. It is also possible to generate the shopping lists in a PDF file, an Excel file or a CSV file by clicking the Export button:. Order History: Allows viewing all orders that have been sent to your distributor, even if they were not ordered from the PCI application. If an order is in this section, it means it is already in your distributor s system. : Allows viewing the order details. : Allows loading this order in your cart with the quantities that were ordered. Note that your cart will not be overwritten, the products will be added to your current order. 22 Colabor Information Technologies

23 2- Reports menu: In this section, you can generate and/or view : Consumption reports Short products reports Account statements To generate one of the 3 reports above, you must click on the desired report button, select the desired parameters and click on the button. Once the report will be in the Generated files section, click on the icon, to view (load) the report. Invoices, indirect invoices, miscellaneous charges and credits To generate an invoice, a miscellaneous charge, a credit or an indirect invoice, you must click on the icon. You will then be able to view it in the Generated files section. 23 Colabor Information Technologies

24 3- User menu: The User menu will contain all the PCI general information. Help?: Allows access to the PCI documentation. Contact us: Displays your distributor contact information. Legal notice: Displays the terms of use (legal notice). My profile: Displays the detailed user s profile. Change your password: Allows the modification of your current password. Français: Allows the changing of the PCI language to French. Logoff: Logs off from the PCI application. 24 Colabor Information Technologies

25 4- Administration menu: Attention: This section is available only if your distributor gave you access to be the PCI manager for your store. A manager is able to create new accesses to its employees and define what their employees have the right to do or see in the PCI. Users management: Allows creation of new accesses for your new employees, modification for a user or removing a user. This option defines what you and your employees can do in PCI application. 25 Colabor Information Technologies

26 Here is an example for a new employee creation: Click on the Add button to access the add user section. Complete all requested information like the first name, last name, user name (this will be the user name he should use to enter in PCI application) and the address. Then, click on the Add button. At this moment, an is sent to the new user so he can create his password. A delay of 7 days is given to create his password. 26 Colabor Information Technologies

27 From your side, you must finalize the permissions assignment for your employee. You need to go in the Permissions section. Here is where you will define if your new employee must have a manager access (like you, for example), a supervisor access or a clerk access. Do not forget to save! 27 Colabor Information Technologies

28 In the Details section, there are 2 important buttons: Disable and Impersonate. o Disable: This button allows the disabling of a user. By clicking on this button, the employee will not be able to connect the PCI anymore. So if an employee resigns, you will be able to disable his account this way. You can also click on the delete icon in the main screen of the Users management option, so the user will be completely deleted from the users list. o Impersonate: This option can be used only when you have the Manager role. It allows taking the identity of one of your employees and to order in their place. To return to your initial access, you have to go in the user s menu and to select Impersonate (exit). Note that if you place an order instead of your employee, a note indicating it will be written in the order sending (example: Lydia Holmes as Talia Smith). 28 Colabor Information Technologies