Logging Into ipart Enter the Store ID

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2 Logging Into ipart Enter the Store ID Using your computers web browser, navigate to the ipart homepage URL: which will look similar to the image above. Enter the Store ID requested on the login page and either press the [Enter] Key on your keyboard or click the Submit button. ** If you wish to bypass entering the Store ID use the URL: ** If you use the URL you will bypass the Store ID entry field and can then just enter your User name and password to sign in! Why do I see a Not secure warning? ipart uses a self-signed security certificate, meaning it was created internally and not purchased from a third party. Not all web browsers support the idea of a self-signed certificate and because they cannot verify the creator of the certificate. Some browsers then mark the site as not secure. You are safe - the information is encrypted when communicating with the website. Page 2 of 23

3 Logging Into ipart Enter the User name (Customer number) and Password After successful entry of the Store ID the site will prompt for entry of the User name (Customer Number) and Password provided to you by Gregg Distributors. After typing in the fields, click the Submit button, or press the Enter key on your keyboard to log into ipart. If you used the URL then this is the first screen that you will see. Enter your User name (Customer Number) and Password provided to you by Gregg Distributors and you will sign into the ipart site. Page 3 of 23

4 IP Address Filtering Gregg Distributors has a Public IP address security feature installed on ipart. This means that in order for a user to be able to successfully sign into ipart the account needs to have an approved Public IP address on file with Gregg Distributors. It is a security feature in place so people outside your work environment cannot access all of your account details even if they have the password. Your Internet Service Provider (ISP) assigns your public IP address, and it can change, but only usually when your modem is reset. If you ever see the message: then the IP address in our system is different than the one(s) we have assigned to your account. We can edit or add IPs as needed if you contact us at the phone number in the message above. Page 4 of 23

5 The Catalogue Tab The first webpage that ipart navigates to once successfully logging in will look similar to the above image. The Catalogue tab is where you can search for parts and add them to your cart. On this screen there are seven (7) main areas to take note of: 1. The Page Header Area This is general information about the Gregg Distributors location the user is signed into. 2. The Page Tabs Area The tabs in this area are the main pages of ipart, each with different functionality. 3. The Catalogue Categories Search Field This search field will search through the Catalogue categories (Gregg Distributors Catalogue Index). 4. The Catalogue Area This contains the index data of the Gregg Distributors Catalogue. Clicking on the + buttons next to any letter or index heading will drill further into that Catalogue Category. Searching using the catalogue categories search results will display in this area. 5. The Item Search Field This search field will search only through item details in the Gregg Distributors system. Search by Part Number or Text. 6. The Results Area This is where item results for item or catalogue searches will display. 7. Cart Area This area shows general information (number of items, total value of Cart) regarding the current shopping cart. Page 5 of 23

6 Finding Parts Searching for an Item by Part Number Click in the Search parts. search box outlined in the above image and type an item number to be searched for. Clicking the Magnifying Glass icon or pressing the Enter key will search ipart for the part number typed into the search field. Note that there is another search criteria option available from the drop down field next to the search. The default search is for Part Number, but you may also choose to search by Text. This option searches for any text contained in the part number description, as set up in the Gregg Distributors system. The system is searching for a direct match in a text search, so note if you search for Batteries and the part number description is Battery the search results may not contain the item that you are thinking of. Page 6 of 23

7 The Search Results Once the search has completed, ipart will return all the available parts that fit the search criteria, along with information relevant to those part(s). In the above image, the part C1 was searched for, and three (3) items were found. The information returned will include: Part Number (including product line abbreviation) Part Number Description The quantity to be ordered Available Quantity at the Location specified in the Page Header and unit of measure Suggested List Price Unit Price (your Price) Core Charge Price (if applicable) Environmental Handling Fees (if applicable) The quantity available at the Gregg Distributors Ltd. Distribution Centers Multiple Units of Measure In the Available column is the Unit of Measure for the item. The item may be sold in different units of measure as well for example a Pack or Case of product. If the Available column has a red triangle in the corner left corner of the cell, if you hover over this cell the site will tell you how many of the base units of measure are in different unit of measure. Page 7 of 23

8 Searching the Catalogue Categories Click in the Search catalogue categories. search box outlined in the above image. You can then enter search criteria to search the Gregg Distributors Catalogue Index. For example, if you search for Ice Melter the system will search for entries in the index that contain the word Ice Melter. You can see the results and drill further into the options to find parts that you are looking for. The Starts with check box means that the word or words must be at the beginning of the index headings. For example, if you search Ice Melter with the Starts with box checked off, the system will only return results that start with the word Ice Melter. If the check box is not selected, the system will look for the word Ice Melter anywhere in the catalogue index. Starts with ON: OR Starts with OFF: Page 8 of 23

9 Searching the Catalogue Categories (continued) To browse through the catalogue headings in ipart the same way as the catalogue index in the Gregg Distributors Catalogue, the Gregg Distributors Website or the Gregg Distributors Index Search Program, expand a section of the catalogue search, click on the alphabet or index heading. sign next to the letter of the Above is an example of searching the catalogue index. In this case the user clicked on the button next to the I to open all catalogue index headings that start with the letter I, then clicked on the button next to the option Ice Melter and then finally clicked on the next to Yukon Gold to build the path Catalogue > I > Ice Melter > Yukon Gold. The system then returned all of the parts in the results area that have been catalogued under Ice Melter > Yukon Gold. The user can then select the part they would like by adding it to their cart, or they can use the clickable links in the path Catalogue > I > Ice Melter to get back to other headings or they can search for something completely different. In this example the user added four (4) bags of JJJ YG20. Page 9 of 23

10 Creating a Cart Adding an Item to the Cart There are two icons to the left of each of the parts that were returned from the category search. -->The "Link" icon (which represents a few links of chain) will open Gregg Distributors catalogue page of that part number. -->The "Cart" icon will add the part number with a quantity of one (1) to the cart. The quantity of the item can be changed in the Order column as well which will add the additional quantity item to the cart. You will know that the item has been added to the cart as the cart icon in the search results will change color from light blue to green. When the item is in your cart the icon will look like. To add an item to the cart click the cart icon or change the Order quantity as seen on the above image. You will notice four things when you add an item to your cart: 1. The cart icon turns green 2. The quantity (by default) changes from 0 to a value of The cart section in the upper right hand side of the site will update the quantity of parts in the cart as well as the total of the cart. 4. A third icon will now show to the left of the part number a red trash can. To remove an item from your cart click the trash can icon. Page 10 of 23

11 Changing the Quantity of a Part Number in the Cart To change the quantity of the item in the cart, click inside the "Order" text box field to the right of the part number description. The order field will then become editable. Enter in the amount to be desired and click anywhere outside of the order field, or press the Tab key on the keyboard to have ipart update the line and recalculate the total for the cart in the upper right corner of the site. In the above example, the quantity of zero (0) has been changed to ten (10) and ipart re-calculated the cart total to show the total cost of the cart so far. The total value of the cart increased by the quantity added. The cart continues to show one item as there is only one part number that has been added to the cart, although the quantity of that item is 10. You can also increase or decrease the quantity by 1 by using the increase/decrease arrow keys to the right of the quantity entered. The icon looks like. Removing an Item from the Cart To remove an item from the cart, click on the "Remove Item" trash bin icon to the left of the Part Number in the cart. It has been highlighted in the above image. Page 11 of 23

12 Placing an Order If there are no more items to be added to the cart for the order, the user can click on the cart icon to advance to review their order. The icon is highlighted in the picture above and will display the amount of items in the cart as well as the total for the cart. Clicking on the cart icon will take the user to the carts tab where more details for the order can be entered before finalizing the order. Page 12 of 23

13 The Carts Tab There are ten (10) important areas of this page: 1. Cart Area Shows all pending carts that have not been placed. 2. Cart Information Shows you the name, date and time of the cart you are viewing. You can change and save the name of the cart in this area. 3. Part Number Quick-Add Add a part to the cart by entering the full part number, the quantity and clicking the Add to Cart button. 4. Hide Cost Button Clicking this button will hide the Unit Price column in the cart. 5. Cart Details The items in this area are what are to be ordered. 6. Delivery Option Choose the applicable delivery method for your order. 7. PO Number Enter the appropriate internal number for the order. 8. Notes Enter any special instructions that pertain to the order. 9. Cart Options The Place Order button will order the product. The Save as Standing Cart button will save the cart onto the website permanently. Choose the format (XLSX or CSV) and export the cart to a spreadsheet program if required. The Delete Cart button will delete the cart from the site. 10. Copy Area the copy area will let you copy the cart to another branch, or copy it into a new cart or to the active cart. Page 13 of 23

14 Placing an Order Once the Delivery method has been selected, the PO Number is correct, and Notes have been added (if necessary), and the part numbers and quantities in the Cart have been verified, the order is ready to be ordered. Click the Place Order button in the cart options area of the web page. This will generate an order in the Gregg Distributors system. You will then see a screen confirming the order details: Information that is relevant on this screen: The Order Number - this is the number that is assigned in the Gregg Distributors system Your PO Number The number of items that were included on the order The Subtotal, Tax, and Total Order Cost Page 14 of 23

15 Saving a Cart ipart has the ability to permanently save a list of part numbers on the site. If the items are ordered on a regular basis, a stock order for example, multiple parts can be added to a cart and saved onto the site to avoid continually typing in, searching for and adding the same items to a cart repeatedly. Another use is to save a list of refill parts for a specific Gregg s Managed Inventory (G.M.I.) bin. To create a Standing cart, on the cart page click the Save as Standing Cart Button. ipart will Navigate to the Standing Carts tab after this button has been clicked. You can change the name of the Cart to something meaningful so you can identify it and then click the save button to apply the new name. Page 15 of 23

16 Viewing Standing Carts To view a standing cart, click on the Standing Carts tab and ipart will navigate to this page. Using a Standing Cart To add all the parts in the cart to place an order, select the cart from the left hand side of the window. Use the Copy to buttons at the bottom of the page: Selecting the New Cart will add all of the items into a new cart. Selecting the Active Cart will add the items in the standing cart to the items already in the current cart. You can also add parts, remove parts, or delete the entire cart from the standing cart directly on the screen. Page 16 of 23

17 The Stock Order Tab The Stock Order tab allows you to add multiple part numbers to a cart at once. There are two (2) important areas of this page: 1. The Import Area Allows a user to import a.csv OR a.xlsx file into ipart to add items to a cart. 2. The Stock Order Entry Area Allows a user to type in multiple part numbers at once to add to a cart. Creating a List of Items In the stock order area of the page, four (4) items were typed in as seen above. When typing in parts the system will verify that the part entered is a valid part. Once confirmed the system will add a green checkmark next to the part to show the part is valid. The details of the part show up to the right of the part number and you can adjust how many of the item should be ordered. To get an additional line press the Tab key on your keyboard. When checking for part validity the system will shortly display a red X as seen on the last part in the image above. This will disappear once the part has been confirmed. There is the option to check off the Combine duplicate items check box, if the item is entered twice the system will combine the quantities of the item together rather than adding a whole new line to the order. If all the items look good and you d like to order them, click the Add to Cart button to continue placing the order. Page 17 of 23

18 Validating Part Numbers on the Stock Order Tab 1. If no product line abbreviation is entered with the part number, ipart will show the error: ** Both line abbrev and part number must be set ** This means that the full part number has not been entered and so you will need to find the product line code (three letter abbreviation) of the part number you wish to order. 2. If the Part number does not exist you will see the error: ** Part not found ** This means that you will need to check that the part number is typed in correctly, and that the part number entered is valid. Once all of the parts required have been entered click the Add to Cart button, the system will clear out the entry field and add all of the items to the cart. From there you can continue placing your order. You can clear out any lines that you do not want added to the cart if you so choose. Page 18 of 23

19 Upload requirements for ipart Import CSV or XLSX You can import a stock order from any comma separated values (CSV) text file or Microsoft Excel file so long as they are formatted correctly. In the sample below, the format of the data assumes that you always have a part abbreviation in column one, a part number in column two and a quantity in column three. You don't need to supply a part abbreviation, but you must still have the column. Sample CSV Data: "Part Abrev.","Part Number","Quantity" Each "column" is separated by a comma. When ipart imports the data is reads the Part Abbreviation, the Part Number, and the Quantity that is to be ordered. If one of these fields is not full or has bad data ipart skips the item and creates an error message that the file did not properly upload. Example of Excel file This is in the same format as the CSV file but each column is separated by Excel. In either case the format to upload is Part Abbreviation, Part Number, Quantity to Order. The system will not automatically add the items to your cart so corrections can be made (if necessary) before moving on. Page 19 of 23

20 Importing an Order into ipart There is the ability in ipart to import a.csv (Comma Separated Variable) or a.xlsx (Microsoft Excel) file to create an order. Under the "Stock Order" tab, there is a Choose File button and a text box for the name of the file. Click on the Choose File button and select the file to be uploaded. Once selected, click the upload button ( ) to have ipart import the order. ipart will display a message that the file is being imported, and if there are any errors will warn you, and show you the items that failed in the stock order part number entry fields. Page 20 of 23

21 The Orders Tab ipart will allow you to view order details of your Gregg Distributors account. You can see Open orders - any order for your account in the Gregg Distributors system that has not yet been invoiced or Invoiced Orders any order that has been invoiced in the last two years. To find a particular order that has not been invoiced, click on the Orders tab at the top of the page, select the Open option from the drop down window, and click the Search button. ipart will return any orders that have not been invoiced to the account. The results will show in the area to the right of the criteria section. You can also view only orders that were placed through ipart using the Online Only check box and clicking search. Important information on the Open Orders tab includes: Gregg Distributors Order Number Date the order was entered PO Number Total amount of the order If there is an open order that needs to be adjusted/cancelled/dealt with in some fashion, please contact Gregg Distributors to deal with the order. Page 21 of 23

22 Viewing Invoice Details To search for an invoice in ipart, on the Orders tab choose the Invoiced option from the drop down. Note that the details of these invoices are displayed as data; the details are not in the same format as an invoice that has been ed/faxed/mailed to the account. You can specify a date in the Start Date / End Date fields and click the Search button. You can also search through invoices by selecting one of the options in the Date Range drop down: 30 days, 60 days, 90 Days, or custom which will return all the appropriate results. You can also choose to enter a PO number which will search for a specific PO number in the specified date range. There is also the option for Online Only, and if checked off the system will search only for ipart orders. Note ** If the invoice that is being looked for cannot be found in the Invoice History tab, there is the possibility that the order has not yet been invoiced. These are considered Open Orders and can be searched for using the Open Order Type option. Page 22 of 23

23 The Logout Tab The logout tab/button will log the user off of the ipart system. Page 23 of 23