OM Marketplace. October, 2017

Transcription

1 OM Marketplace October,

2 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 Order 31 Order Again 52 Order Status 55 Shopping List 57 Substitute Search 63 Contents Page # Product Catalogue 67 Product Search 68 Item Management 83 Update Part Cross-Referencing File 84 New Item Request 88 Returns Management 90 Print RGA 91 Reports 94 Questions 102 2

3 OM Marketplace Basics 3

4 About OM Marketplace OM Marketplace (OMM) is the Owens & Minor customer online portal OMM provides our customers the ability to place orders OMM also provides our customers access to their information 24/7, such as ETAs Inventory availability Manufacturer backorder status Updates to any known supply issues Reports that can be sent to your inbox, such as backorders and open orders 4

5 Login: Signing onto System Welcome to the main login page of OMMarketplace. You will receive an with your login information. If you misplace your password you have the option to select the Forgot Password? in the sign on box. 5

6 Login: Password Reset Enter your address and select the Submit Password Reset button. You will receive an with your temporary password to use on the main login page of OMMarketplace. 6

7 Login: Password Reset Dear John, You recently requested that your OMMarketplace profile password be reset. The new password for your account is: Once you login you can go to 'Administration > Preferences' to change your password to one of your choice. Thank you for using OMMarketplace. For up-to-date information, please visit Please do not reply to this . Contact your Customer Service Representative for assistance Owens & Minor. All rights reserved. 7

8 User Preferences: Administration Under Administration you can view and make changes to your preferences. Depending on the type of security you have you can also manage account users. 8

9 User Preferences: Controls In My Preferences, you can update the following information: Default Account Preferred Language Time zone Session timeout warning Change Password Order approvals and defaults Password Requirements Passwords must be at least 7 characters long and contain three of the following: lowercase letters uppercase letters Numbers non-alpha numeric characters 9

10 User Preferences: Change Account Number Back to Contents Change Account Numbers: Click on underlined Current Account as displayed. 10

11 User Preferences: Change Customer Select the box for the Customer you want to switch too. 11

12 User Preferences: Create User Under Manage Users, you have the option to search for a user or review the listing displayed. You can also , print or export the list to excel. The PLUS sign is to add a new user. 12

13 User Preferences: Create User Click onto the PLUS sign and select Create US Customer. 13

14 User Preferences: Create User Enter the following information: : Address : First, Last Name : User Role : Active : Permissions : Click onto +Add Account (See next slide) 14

15 User Preferences: Create User Enter the following information: Enter Account Number Select Entire Account or specific ship to locations Approval Level (Not Required) Dollar Limit for approval level (Not Required) Click onto the green button Add Account Click onto Save User Profile on Main Screen. 15

16 User Preferences: Create User You will have the ability to edit, delete or copy an individual s profile by clicking on one of these options. 16

17 Order Management 17

18 Place an Order: Selecting Items to Order Back to Contents To add an item to your cart select a UOM by clicking on the appropriate radio button and then type in an order quantity and press Add to Cart. 18

19 Place an Order: Adding Items to Cart For this item I am going to add 4 boxes to my cart. 19

20 Place an Order: Cart Totals Items Notice cart total is displaying 1. This indicates that there is 1 item in the shopping cart. This number is incremented whenever an item is added to the shopping cart. Now, let s complete the order. Click in the Cart area. 20

21 Place an Order: Review Order for Check Out Back to Contents There are several things to be aware of on this screen. Order quantities and UOM s can be changed on this screen. Important to Note: If you make any changes to your Cart on this screen, it is imperative to Update Cart. Otherwise, the changes will not be implemented. 21

22 Place an Order: Delete Items from Cart Back to Contents If you want to delete an item from the cart click on the trash can icon. 22

23 Place an Order: Cart Preview If you want to Empty Cart click here. 23

24 Place an Order: Cart Preview Screen Shot 1 You have the option to toggle images by clicking onto the eye. Screen Shot 1 has image of item. Screen Shot 2 Screen Shot 2 does not. 24

25 Place an Order: Address Review and Complete Order Review the shipping address before you submit your order. You can click on Change Shipping Address by clicking below. To complete your order, review the Grand Total, make sure a PO# is entered and then select Complete Order at the bottom. *PO# is required to complete the order. 25

26 Place and Order: Order Confirmation Here is the confirmation the customer will receive when they Complete Order. It shows all the pertinent information and tells you what will ship and if there are any backordered items. 26

27 Quick Key Option If you want to enter an item quickly there is a quick key option. 27

28 Quick Key: Order Entry From the quick key screen you can enter an item, quantity and UOM. Click on Save to enter another item or Save/ Go to Cart if you are done. 28

29 Upload Order Option There is also an option to import an order. 29

30 Upload Order: Upload Template Choose File location and select the Upload button. There is also an option to Get Order Import Template if you do not have one. 30

31 View Order: Order Search Options across the top for Orders, Backorders, and RGA s which are all point-and-click options. The search process for these options are consistent across the board. 31

32 View Order: Open Orders The Open Orders and Completed Order tabs allow users to search for all open or completed orders. Click onto Show/Hide Search for more options. 32

33 View Order: Open Orders You have the ability to search by date range, status, ship-to, product number, description, sales order number, purchase order number, confirmation ID, invoice number and RA number. 33

34 View Order: Open Orders By clicking onto the calendar next to date range you have the option to search by All Dates, Today, Last 7 Days, Last 30 Days and Custom. **When using Custom option after selecting dates they will be locked in. As your cursor hoovers over other dates it may appear the dates are changing. They will NOT change unless you actually click onto a date** 34

35 View Order: Open Orders When you click on Orders and scroll down you will see all of the open orders for this account as shown below. 35

36 View Order: Open Orders Notice up top it says Showing 1 to 10 of 27 entries. If you press the next button the system will show 11 to 20 of 27 entries. The previous button is now highlighted and you will be able to press the button to go back. 36

37 View Order: Open Orders There is now the ability to change the number of entries displayed per page. You can also filter by PO or product number by entering the information in the Filter box. There is also the ability to sort by any field with up and down arrows 37

38 View Order: Order Details To look at the detail of a specific order click on the line you wish to review. 38

39 View Order: Order Details Order details will appear. There are icons in the upper right which you can click to perform various options: Order this again, order details, Print order details, Toggle to display summary info, Return to previous page. If you hover over the icon you can see the description of what it does. 39

40 View Order: Order Once you click onto option a pop up screen will appear. Enter your address and click onto Send . 40

41 View Order: Order An automated with PDF attachment will be sent to the address provided. The PDF attached is a copy of the order details. 41

42 View Order: Print Order Use the print button to get a hard copy of what is displaying on the screen. 42

43 View Order: Toggle Summary First Example Second Example The first example shows order information, shipping address and billing address located at the top of the order details. Once the toggle summary button is selected the order information disappears. See second example. 43

44 View Order: Return to Previous Page First example Second example The first example shows the Order Details screen. When you select Return to Previous Page, the list of Open Orders will display. See second example. 44

45 View Order: Additional Searches For Completed Orders Back to Contents On the Completed Orders tab, you have options to search by date ranges, ship-to, sales order number, purchase order number and RA number. Enter the search data and click onto the search button to display the results. 45

46 View Order: Orders To look at the detail of a specific order click on the line you wish to review. 46

47 View Order: Completed Order Details Completed Order details will appear. There are icons in the upper right which you can click to perform various options: Order this again, order details, Print order details, Toggle to display summary info Return to previous page. 47

48 View Order: Proof Of Delivery Under Completed Order Details, the POD (Proof of Delivery) is available as well. Clicking on the truck icon will allow you to see date, time, location, received by and signature provided at time of the delivery. **If there is no one on site during delivery hours Owens & Minor driver will sign** 48

49 View Order: Not a Legal Invoice ** Completed Order Details is NOT a Legal Invoice ** 49

50 View Order: Backorder Search Here is the Back Orders Screen. The Back Orders screen has the same search options as Open Orders. You have the ability to search date range, status, by ship-to, product number, description, sales order number, purchase order number, confirmation ID, invoice number and RA number. 50

51 View Order: Backorder Results Download Back to Contents Backorder Search Results can be printed or exported to excel. By clicking on to the blue notebook you will be able to see any backorder notes entered for the item. 51

52 Order Again: Add to Cart In the upper right hand corner of the order details screen there is a shopping cart. If you click onto this button you will be able to reorder the whole order again. 52

53 Order Again: Modify Order All of the items on the order you were viewing are placed in your shopping cart. You have the option to modify UOM and Qty at this time. 53

54 Order Again: Add PO Number The bottom of your shopping cart screen gives you options to enter PO number and change shipping address prior to completing your order. 54

55 Order Status: FedEx Tracking If your order was shipped via FedEx, click on the truck to display tracking information. You will be able to click the Tracking # to view the shipping information on the FedEx website. 55

56 Order Status: Common Carrier Tracking Back to Contents If your order was shipped via Common Carrier, click on the truck to display tracking information. If it is available, you will be able to click the Tracking # to view the shipping information on the carrier s website. 56

57 Shopping List: Select List Name If you frequently order the same items, you can save them in a Shopping List. A Shopping List can be created from the Shopping Cart screen by clicking on the Cart to List button. The first time you click on Cart to List, you will choose Add to new list and create a name for the list. Any time after that you will have the option of adding the cart items to an existing Shopping List or creating a new list. 57

58 Shopping List: Add Product to List From Product Search you can also add items to your shopping list one at a time by selecting the View Details button 58

59 Shopping List: Product Detail From Product Detail you can select Add to List and then select the type of list as shown. 59

60 Shopping List: Add Item to an Existing List Back to Contents If you select an Existing List from the dropdown menu the current Shopping lists will appear for you to select. Select the box to left of the Ship-to and add the item to the list. 60

61 Shopping List: Order from Shopping List Back to Contents You can find your current shopping lists from the main toolbar. Select Your Lists to find the one you want to use today and select the name. 61

62 Shopping List: Order from Shopping List Back to Contents When your shopping list opens, add the quantity you wish to order and then select add to cart on the left. 62

63 Substitute Search: Product Substitutions Back to Contents You can search for product substitutions by clicking the drop down next to Search Products. Select the Product Substitutions option. 63

64 Substitute Search: Search Product Once the Product Substitutions screen appears you can search products with any of the following options: Customer Product # O&M Product # Product Description 64

65 Substitute Search: Product Search There are also options to print and export search results to excel. The above screen shows a search on O&M Product number. The results showed one sub match. By clicking on the sub product hyper link you will be able to see product details. 65

66 Substitute Search: Product Detail 66

67 Product Catalogue 67

68 Product Search There are three levels of product search which are available depending on the security granted to the customer: OM Catalog Full O&M Catalog DC Catalog All items attached to the DC Account Catalog Based on the Account s PXR File 68

69 Product Search Product Searches can be performed by: Product Long Description (keyword) O&M Short Description (keyword) Distributor Product Number Customer Item Number Manufacturer Catalog Number Manufacturer Name Product Aliases Product Competitor Xref Nbrs Product Marketing Data Product Category Partial Information 69

70 Product Search: Product Detail From the product detail page, the button can be selected to information. Multiple addresses can be entered by separating them with the semi colon (;) symbol. 70

71 Product Search: Advanced Search By clicking the drop down next to Search Products field you have the option to choose Advanced Search. 71

72 Product Search: Advanced Search Product Advanced Search allows you to narrow down your search options. Choose Catalog you would like to search Enter at least one search option 72

73 Product Search: Example When performing this search the word gloves was keyed in. When pictures are available they will display. 73

74 Product Search: Page View Grid View OMMarketplace will automatically display in a list format but by clicking on this button you can switch over to the grid format. 74

75 Product Search: Page View List View 75

76 Product Search: Shop By Notice the Category, Supplier Diversity, Manufacturer and Stock/Non- Stock headers on the left side of the screen. These lists gives you a categorized break down of your search. Select them to expand or collapse the category. Select subcategory to filter. 76

77 Product Search: Sort Functionality This drop down button will allow you to sort by any of these categories. 77

78 Product Search: Scroll Pages Click on the right arrow button to scroll forward and the left arrow to scroll to the previous screen. 78

79 Product Search: View Details Click on View Details to see the to see the product details for the item. This will open an additional screen. Notice Stock/Non Stock field. If the item is a stock item it will display as a Stock Item and will display Non Stock if it is a Non Stock Item 79

80 Product Search: Stocking Location and Purchasing UOM Back to Contents The denotes lowest unit of measure the customer can order. The Owens & Minor purchasing unit of measure is denoted by the price tag. The denotes an unavailable customer purchase unit of measure. 80

81 Product Search: Stock Indicator Please Note: The Stock Indicator field which tells you how much we have in stock. 81

82 Product Search: Contract and Pricing Information Back to Contents Contract and pricing information is displayed on this screen. 82

83 Item Management 83

84 Product Cross Reference (PXR) From the drop down next to Search Products select Product Cross Reference. 84

85 Product Cross Reference: Main Screen Back to Contents The PXR Screen gives you many different options. *Updating the PXR may not be available to everyone. Mass Delete of the Cross Reference Quick key for new Cross Reference Upload new Cross Reference Export entire PXR to Excel 85

86 Product Cross Reference: Search You can search PXR by Customer Product #, OM Product #, Manufacturer Product#, Product Description and Manufacturer name. 86

87 Product Cross Reference: Tabs History Search- The PXR View Change History is used to see changes made to Customer Part Cross Reference numbers. Users will be able to enter a Customer SKU, or an O&M DPN, or date range to get the accounts PXR changes. If no date range is specified, you will see the last 24 months. Only 24 months history is available. Affected Items- Shows PXR items that have been affected by changes in the underlying products in PMF. (e.g. Product deletions/substitutions, UOM deletions) PNC Affected Items- Shows PXR items affected by recent part number changes. Shows PXR items that will be affected by future (within 7 days) part number changes. 87

88 New Item Request From the drop down next to Search Products select Product Request. Product Request Screen will show any pending requests. You can also Create a New Request by clicking onto the plus sign. 88

89 New Item Request: Submit Request Once the Product Request screen appears enter Supplier Name, Supplier Cat# and short description. You can Save Request for later or Submit Request now. 89

90 Returns Management 90

91 Print RGA: RGA Screen Left Right Here is the Return Goods Authorization (RGAs) Screen. Left side is with the Search section hidden. Right side shows what the screen would look like with the search field open. 91

92 Print RGA From this screen you can , print or export to grid the displayed list of RGA s. Click onto an RGA line to view the Return Goods Authorization. 92

93 Print RGA: RGA View View of Owens & Minor Return Goods Authorization on your screen. The RGA can be ed or printed from this screen. The third option is to Toggle Summary Information which includes the header portion of the RGA Screen. The last option is to return to previous page. This RGA has an RX item listed. According to Federal Regulations the customer must fill out the bottom of the RGA in order for Owens & Minor to accept the return and issue credit. 93

94 Reports 94

95 Type of Reports Backorder: This report allows you to see what items have backordered. Open Order: Displays all open orders that have not shipped yet. Open Order Lines: Displays all open order lines that have not shipped. Regionally Stocked Open Lines: Not applicable for customers. Surgitrack Credit: Open returns for Surgitrack. User Account Access: Provides detail on the account users set up. 95

96 Reports Main Page You can print the Reports page by clicking the printer icon or create a NEW report by selecting the PLUS sign. The Reports Main Page will display any reports you currently have assigned to you. You will have the following options next to each report: Run Report Now Edit Report Copy Report Delete Report 96

97 Create Report Page To create a report you will need to fill in the following information: Report Name Type Format you would like to receive the report in Date Range Time you would like to receive the report Time zone Data Columns you would like to see on report Days you would like to receive report Account numbers to be included on report Recipients who would like to receive the report Select the Save Report green button. 97

98 Delete Reports Users will receive a pop up box to confirm deletion of reports 98

99 Customize Report Headers Edit names of columns: Highlight the name that is being edited in the Selected Columns box Click the pencil button (customize the selected column name) 99

100 Customize Report Headers Box will pop up to edit the name Enter name and click Save button 100

101 Customize Report Headers New column name will be displayed. The old name will be shown in parentheses. 101

102 Questions If you have any questions please feel free to contact your local Sales Representative or Customer Service Representative. 102

103 Thank you! 103