Swagelok Eastern Australia and New Zealand QUICK LOOK GUIDE USER-FRIENDLY GUIDE TO USING SWAGELOK.COM CONTENTS >

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1 Swagelok Eastern Australia and New Zealand QUICK LOOK GUIDE USER-FRIENDLY GUIDE TO USING SWAGELOK.COM >

2 Swagelok Eastern Australia and New Zealand Quick Look Guide / WEB HOW TO Swagelok Eastern Australia New Zealand How to Register at Swagelok.com Searching for Products Finding Product Catalogues Adding Parts to Shopping Carts How to Upload Parts Adding Parts to My Favourites Creating a Quotation Online Purchasing Products Online Forwarding Shopping Cart page 3 page 3 page 4 page 4 page 5 page 5 page 6 page 6 page 7 02

3 HOW TO REGISTER To register online with Swagelok Easterm Australia OR New Zealand select the Log In or Register button on the right hand side of the screen. A pop up will appear. Click Continue to Swagelok.com. Select Register Now and enter your personal details to complete the Registration Form. You will be asked to set your own memorable password and ID. STEP 3: Please read and accept the 3 site policies and select I m not a robot. Follow the on screen instructions then click Register. SEARCHING FOR PRODUCTS You can locate Swagelok products in different ways: 1: If you know the part number, you can type it in to the search bar in the upper right and click search icon. 2: Click on Buy Swagelok at the top of the page then select one of the product line pictures, such as fittings to narrow down your search. 3: Alternatively hover over products and click one of the drop down categories. Within each product line, you can narrow down your search. For example, click fittings then tube fittings and tube adapters then straights. You can narrow it down even further by selecting the body material, end connection size, and end connection type displayed on the left. 03

4 Swagelok Eastern Australia and New Zealand Quick Look Guide / WEB HOW TO FINDING PRODUCT CATALOGUES Hover over products and click one of the drop down categories. Click on the Browse catalogues link at the bottom of the page. Select the catalogue you would like to view. Alternatively you can use the search bar to find a specific product, and click catalogue. ADDING PARTS TO SHOPPING CARTS ONCE LOGGED INTO YOUR ACCOUNT: OPTION 1: When you have found the product you require, click Buy or Quote along with the quantity to automatically add that part to your list. Select Add to list to add these parts to your favourites. Here you will be asked to enter an order reference number, requested delivery date, special instructions, shipping method, billing and shipping address and payment options. OPTION 2: You can get parts from your Favourites found under My Account. Click Add to cart to buy or quote the products. Once you have all of the parts and quantities that you need, click Checkout at the bottom of the page. 04

5 HOW TO UPLOAD PARTS Select My Account then Upload Part List This will direct you straight to the how to upload a part list instructions. Download the Microsoft excel template. Use the formatted layout contained within the document to input your order. SAVE THE FILE IN A TEXT FORMAT. STEP 3: Browse to search for the saved file and click Upload to Cart or Upload to Quote. YOU CAN ALSO ADD PARTS AND NOTES BY CLICKING BILL OF MATERIALS. ADDING PARTS TO FAVOURITES Find the product you would like to add, click Add To My List. A pop up will appear. Select My Favourite Products or Add a Favourite Product List then Save. Here you can create different favourite lists and assign parts to your favourite lists. STEP 3: To access your favourites list, click on My Account then Favourite List header. Click Add to cart to buy or quote the products in your favourite lists. The products you quote and buy on a regular basis will be stored in your favourites. 05

6 Swagelok Eastern Australia New Zealand Quick Look Guide / WEB HOW TO CREATING A QUOTATION ONLINE Once you have searched products, you can select Quote. View and request quotes via the steps below. In My Account select Quote Request. Here you can review your parts or upload the parts you require. Enter your quote reference number and any special instructions. Submit Quote Take note of your quotation number. You will receive a confirmation to the address registered with your account. PURCHASING PRODUCTS ONLINE Once you have searched products, you can select Buy. A pop up will appear. You have the options to Return to products, View Cart or Checkout check out. Checkout - Input your order information including your order reference number, special instructions and shipment options. Select Submit to place your order. View Cart - View all the products in your basket before selecting Checkout. Return to products - Search and add further products to your basket. 06

7 FORWARDING SHOPPING CART Once you have selected your products, you are able to forwrd your cart for processing by others. Select Forward Cart This will prompt you to enter the recipients address and allow you to check/alter delivery details prior to sending The recipient recieves a summary of your order and the these two options: 07

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