Version 2.0. User Guide.

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Morgan Singleton
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1 Version 2.0 User Guide

2 Table of Contents 2 Overview 3 Regional Purchasing Agent 4-12 Override Authority Branch Manager Reporting Super Admin User Type Access Limitations 35

3 Overview 3 This user guide is provided to give a general step by step walkthrough of the website ordering system at the following address: The walkthroughs covered are for the following user types on the website: Regional Purchasing Agent Override Authority Branch Manager Super Admin

4 Regional Purchasing Agent 4 Step 1 - Login Page 1. Enter your login - as provided on firstname.lastname 2. Enter your password - as provided on 3. Click Login

5 Regional Purchasing Agent 5 Step 2 - Entry Page 1. Enter the Employee ID No. you wish to start purchasing for in the raise a new order field. 2. Click GO.

6 Regional Purchasing Agent 6 Step 3 - Product Selection 1. You can browse all the products available within the scrolling window. 2. Or select to limit the products listed by using the categories on the left.

7 Regional Purchasing Agent 7 Step 4 - Product Detail 1. Select the size required. 2. Enter quantity required. 3. Click Add to Cart.

8 Regional Purchasing Agent 8 Step 5 - Shopping Cart 1. You can edit the quantity and size by clicking Edit. 2. You can remove a product if you ve added it in error, by clicking Remove. 3. If you have more products to add, click Continue Shopping. 4. If you ve completed the order, click Submit Order.

Regional Purchasing Agent 9 Step 6 - Confirm Delivery Details 1. Confirm the delivery address, you can edit this if applicable. 2. A summary of the order is printed at the bottom of the screen. 3.

9 Regional Purchasing Agent 9 Step 6 - Confirm Delivery Details 1. Confirm the delivery address, you can edit this if applicable. 2. A summary of the order is printed at the bottom of the screen. 3. Once all details are confirmed, click Submit Order. 4. If the order you placed exceeds the rolling annual staff members allocation, an will be sent to the override authority to approve or decline the order. Please note: - On clicking Submit Order, the order is placed immediately. - Also for certain RPA s you may need to select the appropriate branch from the branch drop down menu, which is not visible on this screenshot.

10 Regional Purchasing Agent 10 Step 7 - Open New Order 1. Click the manage your orders tab. 2. Enter the Employee ID No. you wish to start purchasing for in the raise a new order field. 3. Return to Step 3, as the ordering process has begun again.

11 Regional Purchasing Agent 11 Step 8 - Query Branch 1. In the My Account area click Branch. 2. Click Search to locate the Branch you want to query.

12 Regional Purchasing Agent 12 Step 9 - Query Postie 1. In the My Account area click Postie. 2. Click Search to locate the postie you want to query.

Override Authority 13 Step 1 - Email Notification 1.

13 Override Authority 13 Step 1 - Notification 1. You will receive s from the website if any orders are placed that exceed the annual rolling allocation. 2. Click the profile page link in the to review these orders.

Override Authority 14 Step 2 - Approve or Decline Order 1. Click View Details to view more details relating to the order. 2. Click Approve to approve the order, this approves the order immediately. 3.

14 Override Authority 14 Step 2 - Approve or Decline Order 1. Click View Details to view more details relating to the order. 2. Click Approve to approve the order, this approves the order immediately. 3. Click Decline to decline the order, an opportunity is given to enter a reason, this is not required however. 4. Clicking Decline triggers an to the Regional Purchasing Agent that placed the order.

15 Override Authority 15 Step 3 - Query Branch 1. In the My Account area click Branch. 2. Click Search to locate the Branch you want to query.

16 Override Authority 16 Step 4 - Query Postie 1. In the My Account area click Postie. 2. Click Search to locate the postie you want to query.

17 Branch Manager 17 Step 1 - Login Page 1. Enter your login - as provided on firstname.lastname 2. Enter your password - as provided on 3. Click Login

18 Branch Manager 18 Step 2 - Entry Page 1. Click View My Account on the left hand menu.

19 Branch Manager 19 Step 3 - Query Branch 1. Click Branch on the left hand menu. 2. You can click Search to select from a list of all Branches. 3. Clicking Clear will clear the contents of the form.

20 Branch Manager 20 Step 4 - Query Postie 1. Click Postie on the left hand menu. 2. You can click Search to select from a list of all Posties. 3. Clicking Clear will clear the contents of the form.

21 Reporting 21 Step 1 - Overview 1. When logged in, depending on your user type you will have access to reporting. 2. Under View My Account you can select from 3 types of reports: - History by Individual - History by Department - History by Style 3. To find out more about each report please see the following pages.

22 Reporting 22 Step 2 - History by Individual 1. Select radio button as appropriate under include branches. 2. Enter specific employee ID or Contract no. if applicable. 3. Limit Scope by selecting appropriate radio button. 4. Select output type, selecting Generated CSV will download a datafile for importing to Microsoft Excel. 5. Select this or last month under dates, or select a date range as appropriate. 6. Click Run Report to either print the report to screen or download the CSV file.

23 Reporting 23 Step 2 - History by Department 1. Select radio button as appropriate under include branches. 2. Enter Department ID if applicable. 3. Limit Scope by selecting appropriate radio button. 4. Select output type, selecting Generated CSV will download a datafile for importing to Microsoft Excel. 5. Select report type as appropriate. 6. Select this or last month under dates, or select a date range as appropriate. 7. Click Run Report to either print the report to screen or download the CSV file.

24 Reporting 24 Step 3 - History by Style 1. Select radio button as appropriate under include branches. 2. Limit Scope by selecting appropriate radio button. 3. Select output type, selecting Generated CSV will download a datafile for importing to Microsoft Excel. 4. Select this or last month under dates, or select a date range as appropriate. 5. Click Run Report to either print the report to screen or download the CSV file.

25 Super Admin 25 Step 1 - Login Page 1. Enter your login - as provided on firstname.lastname 2. Enter your password - as provided on 3. Click Login

26 Super Admin 26 Step 2 - Entry Page 1. Click View My Account on the left hand menu.

27 Super Admin 27 Step 3 - Maintain Users 1. Click User on the left hand menu. 2. You can click Search to select from a list of all users. 3. You can click Add New to add a new user. 4. Clicking Clear will clear the contents of the form.

28 Super Admin 28 Step 4 - Maintain Users 1. Once a user is selected you can edit details in the fields. 2. If you need to associate the user with a different Branch, click Show Branches. 3. Once details are correct click Update Info.

29 Super Admin 29 Step 5 - Maintain Users 1. Check detail, and alter or reset password if applicable. 2. Click Save to save amends to user account.

30 Super Admin 30 Step 6 - Maintain Branches 1. Click Branch on the left hand menu. 2. You can click Search to select from a list of all branches to edit. 3. You can click Add New to add a new branch. 4. Clicking Clear will clear the contents of the form.

31 Super Admin 31 Step 7 - Maintain Branches 1. Once a branch is selected you can edit details in the fields. 2. Once details are correct click Save.

32 Super Admin 32 Step 8 - Maintain Posties 1. Click Postie on the left hand menu. 2. You can click Search to select from a list of all posties to edit. 3. You can click Add New to add a new contract postie, you cannot add delivery posties. 4. Clicking Clear will clear the contents of the form.

33 Super Admin 33 Step 9 - Maintain Posties 1. Once a postie is selected you can edit details in the fields. 2. Once details are correct click Save.

34 Super Admin 34 Step 10 - Allocation Limits 1. Select Allocation Limits from left side menu. 2. You can view the values and actions using the fields and menus provided.

35 Super Admin 35 Step 11 - Uniform Policy Guide 1. Select Uniform Policy Guide from the left menu. 2. Select Search to find the garment you wish to view the policy for.

36 User Type Access Limitations 36 If your position falls into the following groups: Dept ID Holder including Contract Postie Managers and Rural Regional Contract Managers - access to view garments and reports relating to their Dept ID Delivery / Heartland Business Leader - viewing garments & reports associated to their regions Dept IDs Override Authority - viewing garments & reports associated to their regions Dept IDs and ability to override - in My Account area you can query Branch and Posties Purchasing Agent - viewing garments, shopping cart & reports associated to their regions Dept IDs - in My Account area you can query Branch and Posties Branch Manager - in My Account area you can query Branch and Posties Super Users - ability to edit & maintain branch, users, annual allocations, garment policy and Postie details - full access to view garments and shopping for all regions

Reference Guide For Purchasers And Approvers.

Reference Guide For Purchasers And Approvers www.grandandtoy.com Table Of Contents Sign in 3 Selecting an Account 4 Order Details Main Order Page 5 Order Details Adding to an Order 6 Order Details Changing