Corner Bakery Web Ordering Guide

Transcription

1 Prepared By Document Owner(s) Warren Kwan Project/Organization Role IT Manager Website Guide Manual Version Control Version Date Author Change Description

2 TABLE OF CONTENTS 1 INTRODUCTION Access to the Digistics Website Client Login Corner Bakery Restaurant Icon Welcome to the Corner Bakery Store Login page Logging into Corner Bakery Web Ordering Portal... 6 Login using the username and password that will be provided to you by Digistics USING THE CORNER BAKERY WEB PORTAL Creating a New Order Web Ordering Limits Creating your first Order Selecting the product in the drop down list and entering in a quantity Importing your order from an excel spreadsheet Submitting Your Order Viewing Orders Viewing Historical Orders Changing your Password

3 1 INTRODUCTION This document has been developed by the Digistics IT Department and Corner Bakery CSR (Customer Service Representative) in order to familiarize Corner Bakery store owners with the new Corner Bakery Web Ordering site and provide information regarding working and navigating around the website. NB- Please note that the physical internet connection to the web is not provided by Digistics, and will have to be arranged at the discretion of the store and Corner Bakery. 1.1 Access to the Digistics Website Use the following web address to gain access to the MCD Supplier Website. 3

4 1.2 Client Login Click on Client Login 4

5 1.3 Corner Bakery Restaurant Icon Corner Bakery Web Ordering Guide 5

6 1.4 Welcome to the Corner Bakery Store Login page 1.5 Logging into Corner Bakery Web Ordering Portal Login using the username and password that will be provided to you by Digistics All store logins will be created and setup by Digistics, should you not have a login and password. Kindly contact your Field Services Representative FSR. 6

7 2 Using the Corner Bakery Web Portal You have successfully logged on the Corner Bakery We Ordering Portal. On this web page you will have the following menu options available: 1. Home 2. Orders New Orders View Orders 3. My Setting Change Password 4. Log Out 2.1 Creating a New Order 1. Select New order to create a new order for the store. 7

8 2. Click on the Customer Number and select the store that you wish to place and order for. 3. If you receive the below warning message, this will indicate that your account has been placed on hold due to insufficient credit, please contact your FSR in your area for further information. 4. After selecting your store name, the below fields will populate with the ordering information, Please select the Web Order Type a. Bakery Goods 8

9 5. Note your Order date and Delivery date, a. The Order Date is when you physically placing the order b. The Delivery Date is when the stock will be delivered, the system will automatically assign the next delivery based on what was agreed off with Digistics. Should this be incorrect please contact Digistics. 6. On the same window you will also see when you delivery days have been setup for delivery. 9

10 2.2 Web Ordering Limits 1. The Web Ordering limit has been built in, to allow the stores to see what their current ordering limit is. As they start to order the Web Order in progress will indicate what their current order is sitting at. Once the order limit is reached the store will have to either: a. Reduce the order quantity b. Contact their FSR in the area and request for a credit increase. 2. Click on the Submit Order button to proceed to the next page. 10

11 2.2 Creating your first Order 1. Before creating your first order, the Order Lines tab will display your current order lines. 2. Order List will display all the items that can be selected for ordering. 3. Click on the Order List to begin your ordering 11

12 2.2.1 Selecting the product in the drop down list and entering in a quantity. 1. Remember to save your changes once you have selected your items 2. Once your order is saved click on the submit button to complete your order. 12

13 2.2.2 Importing your order from an excel spreadsheet 1. Exporting the Order List 2. Select [Export to Excel] 4. An internet window will appear requesting to either open the file or save the files 5. Click on the Save Drop down and Select Save As 6. Save excel file to a location on your computer. 7. Name the file to your choosing i.e. CBWeborderlist.xls 8. Once you have saved the excel, proceed to open the file from your saved location, the file will be called CBWeborderlist.xls 9. Proceed to place your order quantity in the spreadsheet 13

14 10. Once you have completed your order, save the document in its current location. 11. Return to the website and select Browse 12. Once you have located your file, select the file an click on Open 13. Once your file name displays on the Web Orders site, select Upload 14

15 14. Your order is now uploaded onto the main screen, click on Save Changes and Submit order Submitting Your Order 1. Once You have submitted your order you will receive an online and confirmation 15

16 2.3 Viewing Orders 1. Select Order View Orders 2. Select the drop down list a. My Orders displays a list of orders that you have captured for all the stores that you are linked to b. My Customer Orders displays a list of orders that were captured by you and other operators for all stores that you and other operators are linked to. 3. Your orders will now display on the screen. 4. By selecting your order you will have the option to delete the order item and re-order another item under the order list tab. 16

17 5. Once you are happy with your order you can select the Submit Order Tab. 2.4 Viewing Historical Orders 1. Viewing historical orders will allow you to view all previous orders for stores associated to your login name. 2. Select the drop down list a. My Orders displays a list of orders that you have captured for all the stores that you are linked to b. My Customer Orders displays a list of orders that were captured by you and other operators for all stores that you and other operators are linked to 17

18 2.5 Changing your Password 1. To change your password for the website click on 2. Place in your current password assigned to you 3. Type in a new password 4. Confirm the new password 18