BOI Online Ordering. The Customer Reference field has been removed; and your cost centre number will be captured later in the order process.

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Bennett Berry
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1 Personalising your Business Card Order Important Information BOI Online Ordering Login All login details issued before 1 st July 2015 are no longer active. Please complete the New Customer registration process and we will active your new account. Turnaround Once orders are placed they will be dispatched to the Bank as per below within 2 business days. The cut off time for all orders via the web portal each business day is 4pm. Order Process The Job Name should still be amended to include the name on the card. The Customer Reference field has been removed; and your cost centre number will be captured later in the order process. If you are unsure of your cost centre please contact your finance dept. Delivery Orders placed for UK/NI will be couriered directly to the Banks offices at Donegall Square, Belfast by 24 hour courier (delivery, anytime between 9am and 5.30pm) for onward distribution by the Bank Orders placed for ROI will be couriered directly to the Bank s Output Production facility in Cabinteely, Dublin 18 by 24 hour courier (delivery, anytime between 9am and 5.30pm) for onward distribution by the Bank. Lead time from Cabinteely to destination is 2-3 business days. The URL is Click on the relevant logo on the right hand side of the page ROI: NI: UK: ROI Branch and Business Units NI Branch and Business Units UK Branch and Business Units Login / Register Existing users should login using their address and password. [Skip the registration steps below] If you have forgotten your password, click the forgotten password link. New users should click the new customer button. New Customer / Registration Complete all the mandatory fields and then click the Save Details button. Login requests are approved before you can log into the system. During normal working hours contacts us if you have not had an confirming your login has been approved after one hour.

Forgotten Password If you have forgotten your password, enter your email address and click the email my password button. A password reminder will be automatically sent from boi@northsidegraphics.

2 Forgotten Password If you have forgotten your password, enter your address and click the my password button. A password reminder will be automatically sent from boi@northsidegraphics.com; please whitelist this address to ensure delivery Welcome Page After logging in the welcome page is displayed; to return to this page click the link in the banner at the top of the screen. Order Process IMPORTANT: The system allows you to add multiple sets of Business Cards to your order. Please create two separate orders 1. If they have to be charged to two different cost centre numbers 2. If they have to be despatch to two different delivery addresses Open Catalogue To start the order process click one of these three links 1. The Open Catalogue link in the banner 2. The Open Catalogue in the top navigation bar 3. The Order Now button on the welcome page Catalogue The business cards have been grouped into categories; please select the category relevant to your business unit, department or branch Click on the relevant icon to proceed Select Business Card Click the relevant business card template to proceed

Personalise the Business Card The template will open on the edit tab and may be prefilled with information relevant to your login details.

Buttons The info button contains details on who should be using the template.

button closes the sidebar and enlarges the preview Reverse If the reverse of the business card has to be personalised there will be a Next Step - View page 2 button below the

Required Fields The system is setup so that you will not be able to proceed to check out until all the mandatory fields are completed on all personalised sides.

3 Personalise the Business Card The template will open on the edit tab and may be prefilled with information relevant to your login details. Complete the form fields and click Save & Update to refresh the preview on the left hand side of the screen. Buttons The info button contains details on who should be using the template. The edit button brings you back to the form fields to personalise the card The help button lists the order process The full screen button opens a full screen preview The side bar button closes the sidebar and enlarges the preview Reverse If the reverse of the business card has to be personalised there will be a Next Step - View page 2 button below the quantity. The system will not allow you to proceed to the checkout until you proceeded to page two. To view the information on a static reverse click page 2 below the preview. Required Fields The system is setup so that you will not be able to proceed to check out until all the mandatory fields are completed on all personalised sides. Checkout Select the quantity required and then click Checkout to add the Order to your Shopping Basket. You can now continue shopping to add additional business cards to your order or proceed to view your shopping basket. Shopping Basket - Quantity To change the quantity enter a new value and click update. Note: any quantity entered will be rounded up to the nearest 100 until the maximum of 500 has been reached.

Shopping Basket Edit / Approve Click the edit button on each line to edit the personalised details entered previously. You are required to sign off the layout before placing the order.

You can not proceed until this field has been completed.

Shopping Basket Check Business Card If you have not already done so, you will be required sign off the layout before placing the order. Click the tick box and then the approve button to proceed.

4 Shopping Basket Edit / Approve Click the edit button on each line to edit the personalised details entered previously. You are required to sign off the layout before placing the order. Click the approve button on each line to double check the layout. Shopping Basket Cost Centre Number At the bottom left hand side of the screen you are required to capture your cost centre number. You can not proceed until this field has been completed. Enter your cost centre number and then click the save button If you are unsure of your cost centre number please contact your finance department. Shopping Basket Check Business Card If you have not already done so, you will be required sign off the layout before placing the order. Click the tick box and then the approve button to proceed. Alternatively you can click the link at the bottom of the screen to edit the layout. Shopping Basket Continue Once you have entered your cost centre number and approved the layout you can click Continue Order to complete the checkout procedure. Order Details On the order details screen you can edit your delivery address by clicking Edit My Details. To make changes to any other part of the order return to your Shopping Basket. Edit My Details This menu option allows you to maintain your contact information, delivery address and password. To add additional delivery addresses click the add button or edit to change an existing address. Select the delivery address from the pull down menu and click save details to return to your shopping cart.

5 Complete Order Process When all the information on the Order Details screen are correct click the Complete Order Process button. Order Confirmation You can click the view invoice button to print an order confirmation for your records. Site Navigation Welcome Page Accessed when you first log onto the system; or via the link in the banner at the top of the screen. Home Page Accessed via the navigation bar at the top of the screen. Edit My Details This menu option allows you to maintain your contact information, delivery address and password. To add additional delivery addresses click the add button; to edit or delete an existing address, select it from the pull down menu and click the relevant link.

Saved Projects Once you click Save & Update on any template the system creates a project and assigns it a number. You can return to complete any saved project through this menu option.

6 Saved Projects Once you click Save & Update on any template the system creates a project and assigns it a number. You can return to complete any saved project through this menu option. Just click the preview or the template name to return to the edit details screen. Order History From this menu option for all previous orders you can View a copy of the invoice Check the layout of the card by clicking the preview Re-Order the job Check the order status Open Catalogue Use this menu option to view the category list and start the order process. My Shopping Basket Use this menu option to view your shopping basket Logout Click this button to log out of the system

Introduction. Logging In. https://portal.format.co.nz/login/trt

Introduction. Logging In. https://portal.format.co.nz/login/trt Introduction Welcome to the Tidd Ross Todd On-line Ordering System. This site has been created with the intention to assist users with the following: placing orders viewing work in progress searching for