USER TRAINING. US Foods Online CREATE A SHOPPING LIST. 1. Sign on to US Foods Online com/orders 2. Create order 3.

Transcription

1 US Foods Online USER TRAINING CREATE A SHOPPING LIST. Sign on to US Foods Online com/orders. Create order 3. Review order 4. Submit 5. Clear exceptions 6. Complete order

2 CREATE ORDER From the Home page there are two ways to start the order:. Click on Create Order or. Click on list name

3 CREATE A SHOPPING LIST. If you click on the green Create Order button, the Create an Order screen will appear.. The Order Guide will be selected. This is where your customized List(s) will appear after you have created them. 3. The system will automatically populate the next scheduled delivery date. 3

4 CREATE ORDER - SELECT SHOPPING LIST AND DATE. After clicking on Create Order, the Create an Order screen will appear.. The Order Guide will be selected. 3. The system will automatically populate the next scheduled delivery date. 4. If a different delivery date is needed, click on the Calendar icon. 5. A calendar will appear with the scheduled delivery days highlighted in green. If needed, choose a future scheduled day. 6. Click on Create to start the order

5 CREATE ORDER - SELECT SHOPPING LIST. After you click on the button or list name,.. The selected list will appear in the Create Order mode. 3. When you enter the first product quantity, a pop up box will appear displaying the next scheduled delivery date and PO box. 4. If there are no changes, click Continue. 3 4

6 CREATE ORDER - SELECT YOUR VIEW OF THE LIST. Select the way you want your list sorted: A. Customer group (line number) custom order. B. Customer group (alpha) the products within each group are in alpha order. C. Alphabetical the entire list is in alphabetical order. D. US Foods Class.. Select the group within the list or select ALL: A. Selecting the name of a group lets you quickly jump to a specific section of the list. B. Selecting All displays the entire list with 00 products per page. Note: The system will remember the Sort By and View used from the prior order.

7 CREATE ORDER FILTER ON RECENTLY PURCHASED. If you have a large list, and want to view only the products purchased over the last 6 months, click on Recently purchased only.. The list will now show only the recently purchased items.

8 CREATE ORDER - ENTER QUANTITIES. Enter quantities needed. Use the tab or enter key to move to the next product. Note: Each time you move to a new line, the prior line is automatically saved. You do not need to click on Save Order.. The Current Order box will display information about the order. 3. Click on Review Order when all products have been ordered. 3

9 CREATE ORDER - ENTER QUANTITIES To search for products on the current list, enter the first word or two of the product description. Searching tips: Search by product description as opposed to product numbers or brands. Product numbers and brands may change. Search using the first word or two of the product description. Use the shortest version of the word. Example: Pepper vs peppers Shred vs shredder

10 CREATE ORDER - SEARCH FOR PRODUCTS ON THE LIST To search for products on the current list, enter the first word or two of the product description. Searching tips: This search does NOT correct spelling errors

11 CREATE ORDER - SEARCH FOR PRODUCTS IN THE CATALOG. To search for products in the catalog, enter the first word or two of the product description and press Enter.. To search for products in the catalog, enter the first word or two of the product description and press Enter. 3. If the product was misspelled, that will be corrected and highlighted at the top of the screen. 4. All available products matching the search terms will appear. 5. Click Add to Order. 6. A pop up box will appear indicating that case has been added to the order. 7. If needed, update the quantity and then click on Continue Shopping or Review Order

12 CREATE ORDER - ENTER QUANTITIES Click on Review Order when all products have been ordered.

13 CONFIRM QUANTITY MESSAGE A feature on the Review Order page highlights products that have an unusual quantity. The user cannot submit the order until the issues are corrected. The Review Order page also highlights forgotten products.. If users enter a case quantity that is outside of their normal range: A. A message will display B. The Submit button will be disabled until the user confirms or corrects the order quantities.. The products will display in a separate Confirm Quantity section. 3. The user must take one of three options: A. Correct the quantity by rekeying it B. Accept the quantity C. Delete the product 4. When the user takes action on the quantity issue, the product will move from the Confirm Quantity section and into the body of the order. 5. Once all issues are cleared, the submit button will turn green. 6. At any time, the user can also click on View Forgotten Products to see products that are usually ordered have not yet been ordered. 7. The user can now click on Submit to complete the order. a b 3a 3b 3c 7

14 CREATE ORDER - CLEAR EXCEPTIONS. When all exceptions are cleared. the Submit button will be enabled. 3. Click on the Submit button to send all order exception decisions to US Foods. Note: Orders should be placed within 48 hours of delivery to ensure product availability. 3

15 COMPLETE ORDER. After you click Submit, the Order Confirmation screen will appear.. This screen confirms that the order has been successfully submitted and displays the Order #. 3. To edit the order, click on EDIT Order. 4. To cancel the order, click on Cancel Order. 3 4 NEED HELP? Call the US Foods Website Technical Support at: