COMPASS GROUP IRELAND POINT OF SALE ONLINE PORTAL USER GUIDE JANUARY 2018

Transcription

1 COMPASS GROUP IRELAND POINT OF SALE ONLINE PORTAL USER GUIDE JANUARY 2018 WHAT S CHANGING? Point of Sale will no longer be automatically allocated to units. Units will now be responsible for ordering point of sale for their site. LOGIN Type Web Address into your Brower A window should display the live website as below: Save Page to your Favourites Desktop / Laptop Step 1 : Highlight Star on Tool Bar Step 2: Click on Add to Favourites

2 Step 3: Name > Compass Group Point of Sale Portal Step 4: ADD

3 How to access your favourites from your home screen > Mobile Step 1: Open Internet on Phone Step 2: Type Web Address into your Brower Step 3: Click on relevant button based on mobile phone device, Add to Bookmarks & Save. Samsung Phone

4 IPhone How to access your favourites from your home screen on your Mobile> Samsung

5 IPhone From Home Screen Login Continued Type Web Address into your Brower or simply, click on the link in your favourites bar on your desktop/laptop/mobile device. Enter your unique username & password Note: Username & Passwords have been issued via to each site, operation managers & nominated head office users. All users will be prompted every 90 days to update password for security reasons. Forgot your password function? See steps highlighted in screen grabs below.

6 On completion of login, you will be automatically taken to the main Welcome page navigation.

7 WELCOME PAGE NAGIVATION The Welcome page is your starting point for ordering a product. From here you can: Search for a product by entering keywords in the search box on the right Select a product group from the list on the main screen. This will narrow down your search to a specific category. **RECOMMENDED** Navigate to your account details, view your basket contents or sign out by using the Navigation bar on the top right side. C A B A. Search - search box B. Product groups- Begin your browsing by selecting a Product Group C. Top icons - Main Toolbar hosts Account Features (see details below). Account Features Click on... To... Home at the top of the screen to go back to this Welcome page at any time. Manage your account details View your shopping cart contents See draft orders - orders that have been auto-saved by the system during work. Help to open the customer user guide Sign out from your account

8 ORDERING POINT OF SALE There are 4 function on the online portal. 1. Select Point of Sale & Send to Print 2. Edit Point of Sale & Send to Print 3. Edit Point of Sale & Download for Printing In-Unit 4. Download for Printing In-Unit or Uploading on Digital Screens 1. SELECT POINT OF SALE & SEND TO PRINT This requires no editing by user. Step 1: Select a product group from the list on the main welcome screen. This will narrow down your search to a specific category. Step 2: Select the Point of Sale item you want by clicking on Place an Order Button

9 Tip: Enlarge Feature > There is an enlarge feature on all the image thumbnail if you want to examine the Point of Sale item before going any further. Step 3: Select the desired size Step 4: Select the quantity required Step 5: Proof Step 6: Add to cart

10 2. EDIT POINT OF SALE & SEND TO PRINT Step 1: Select a product group from the list on the main welcome screen. This will narrow down your search to a specific category.

11 Step 2: Select the Point of Sale item you need by clicking on Place an Order Button Step 3: Input / Change Fields Insert your relevant message / price into the field boxes Step 4: Refresh Preview Ensure you are happy with the changes, Click on next if you have no further changes

12 Step 4: Select the desired size Step 5: Select the quantity required Step 6: Proof Step 7: Add to cart Additional Example for training: Fresh Fish Bar Poster 3. EDIT POINT OF SALE & DOWNLOAD FOR PRINTING IN-UNIT These are black & white files which can be downloaded directly to your computer for in unit printing Step 1: Select a product group from the list on the main welcome screen. This will narrow down your search to a specific category.

13 Step 2: Select the Point of Sale item you need by clicking on Place an Order Button Step 3: Input / Change Fields Insert your relevant message into the field boxes Step 4: Refresh Preview

14 Refresh preview to ensure you are happy with changes. Click on next if you are happy to proceed. Tip: If you want to remove a product from the list, delete from list but also remember to remove the gap by pressing the back space button so gap doesn t appear in the menu! Product that are not on the list can be added at any point by pressing enter to create a new line. Remember: Always double check spelling!

15 Step 5: Download Step 6: Save & Print Click on save to save file to your computer or send directly to the in-unit printer. Additional Examples for Training purposes: Chef Special & Pancake Tuesday Menu

16 4. DOWNLOAD FOR PRINTING IN-UNIT OR UPLOADING ON DIGITAL SCREENS These are files that can be downloaded directly to your computer for in unit printing or for uploading on digital screens. Step 1: Select product group from the list on the main welcome screen. (Relevant Folders: Digital Assets & Unit Guides). Step 2: Select the download item you want by clicking on download button. Step 3: Save down to your computer for uploading onto digital screens.

17 Additional Examples for Training purposes: Unit Guide & Newsletters STOCKED PAPER All units should always have a quantity of stocked paper in your unit. How to order stocked paper Step 1: Select a stocked paper from the product group list on the main welcome screen. Step 2: Place Order Step 3: Continue Step 4: Select Quantity Required Step 5: Add to Cart WHY SHOULD I ORDER IT & WHAT IS THE STOCKED PAPER FOR? 1. In-house Printing of RI Labels 2. In-house Printing of Product Tickets 3. In-house Printing of SEL s (Shelf Edge Labels) 4. In-house Printing of Monthly Retail Promotions

18 1. IN-HOUSE PRINTING OF RI LABELS Overprint information downloaded from source portal. 2. IN-HOUSE PRINTING OF PRODUCT TICKETS Step 1: Select product tickets from the list on the main welcome screen. Step 2: Select Product Ticket Template Step 3: Type in Item Description into the field boxes Step 4: Refresh Preview & Double Check Spelling Step 5: Make any changes necessary Step 5: Proof Step 6: Load Paper Tray of In-Unit Printer with Product Ticket Stocked Paper Step 7: Send File to Print Step 8: Rip perforated paper into individual Product Tickets. Tip Save Time! There are pre-populated product tickets available for various categories. This will save you typing in every single line item. Click on the category you need, edit any fields, and go from Step 4 above. 3. IN-HOUSE PRINTING OF SEL S (SHELF EDGE LABELS) Step 1: Select product tickets from the list on the main welcome screen. Step 2: Select SEL Ticket Template Step 3: Type in Item Description & Price into the field boxes Step 4: Refresh Preview & Double Check Spelling Step 5: Make any changes necessary Step 5: Proof Step 6: Load Paper Tray of In-Unit Printer with SEL Ticket Stocked Paper Step 7: Send File to Print Step 8: Rip perforated paper into individual SEL Tickets.

19 Tip Save Time! There are pre-populated SEL tickets available for various categories. This will save you typing in every single line item. Click on the category you need, edit any fields, and go from Step 4 above. 5. IN-HOUSES PRINTING OF MONTHLY RETAIL PROMOTIONS Step 1: Select retail promotions from the list on the main welcome screen. Step 2: Select Special Offer A4 Poster or Shelf Talker Template Step 3: Type in Item Description & Roundel Price into the field boxes Step 4: Refresh Preview & Double Check Spelling Step 5: Make any changes necessary Step 5: Proof Step 6: Load Paper Tray of In-Unit Print with Product Ticket Stocked Paper Step 7: Send File to Print CHECK OUT DON T FORGET TO CHECK OUT!! Step 1: Click on basket Step 2: Review Order Step 3: Edit if Required Step 4: Checkout / Continue Shopping Step 5: Confirm Shipping Details Shopping Cart Items Step 6: Order Complete OTHER IMPORTANT NOTES - When you receive your seasonal marketing brochure, log on & order point of sale for mandatory calendar events for the coming months before the print deadline specified in the brochure. - Lead time from ordering to delivery is 5 working days with the exception of calendar events which has cut off dates attached for ordering. - Delivery charge costs 9.00 per delivery > Therefore, please refrain from ordering 1 item at a time on the online portal. Look to order as many things as you need in one go. - Reminder: You can access the mobile version of the site from your phone if the unit is offline or experiencing internet issues. - Operations managers or Super users can order items on behalf of units.

20 if you have any POS requirements that cannot be serviced from the online portal. - With the launch of this portal, the business is banning the use of Word Art & DIY templates that are currently being used in the business. It is important that you work to remove such signs in your unit over the coming weeks. - Dump out of date or scruffy / stained POS - Remember once an calendar event is over, take down the Point of Sale - Store all reusable Point of Sale in ONE place in a clean and dry environment.