On Line Ordering. Please contact your sales rep or call the Doyles Sheehan offices To set up your account for on-line access to Web Console

Transcription

1 On Line Ordering This program is in live-time to the Doyles Sheehan offices. When you place an order, it is immediately available in the system at Doyles Sheehan. Please Note ** All orders must be received at Doyles Sheehan prior to 12pm (noon) for next day delivery. ** Please contact your sales rep or call the Doyles Sheehan offices To set up your account for on-line access to Web Console Doyles Pat Dahmen ext Sheehan Pat Coulter ext. 8212

2 On Line Ordering Using the Internet and a standard Web browser, you can access a user friendly web site to perform the following activities: View and Print Invoices and your Account Statement Show Current and Pre Booked Orders Create and Write Orders Search and View Product Information Generate Real Time Velocity Reports Manage Retail Pricing Getting Started The creation of the log-in must be done through Doyles Sheehan personnel. Please have a password in mind that you wish to use. Any Changes to your password must be done through a Doyles Sheehan Representative. You may access the Web Console through 1) Click on Webcon in the upper right-hand corner of the home page 2) Click on WebCon icon on the right (Link will open in a new window so please make sure you allow pop ups)

3 Enter your Account Number and Password and Click on the Sign In icon. Please note passwords are case sensitive! The screen-shot below is the main Navigation/Home page. New items images will rotate in the window to the left. Recall Notification will be available below the image window. Current A/R information is provided on this screen as well. The current amount due and the amount of the last payment are easily viewed.

4 The User Options are found along the top of the Home page providing you with a clear list of available functions. Viewing / Printing Invoices Click on the Account tab found in the middle of the functions tab. The screen below will pop up and provide a list of all unpaid invoices as well as any un-used credits. You can open/print any viewable invoices or credits by clicking on the Blue Reference number. Statement Date: Account ID: Terms: Click Here to Print: Account Info: Date: Reference: Description: Original Amount: Remaining Amount: Running Balance: This is the date that the statement is viewed online Your Customer Number Payment Terms set by Doyles Sheehan Allows you to print a copy of your statement Account Name and Delivery Address Date of the Open Invoice or Credit Doyles Sheehan Invoice Number Will notify you if it is an Invoice or Credit Full Dollar amount of the Invoice or Credit If a Credit or Partial Payment has been applied to an Invoice, the remaining amount will be listed here Totals all Invoices and Credits up! The bottom line provides the Total Amount Due as well as what is currently due as of the date viewed.

5 Viewing, Creating & Submitting Orders It is important to remember that when you Place an order in this program it is live in the Doyles Sheehan system. All orders are due by 12(noon) the day Prior to delivery. Click on the Orders tab. Current Orders The example below shows that there are three current orders in the Doyles Sheehan system. The first order (top of screen) is in the process of being picked. All three orders are available to be viewed. Only the two bottom orders are able to be edited. You can only modify an order in the current screen when the order is in Open status.

6 Order History When viewing Order History, you have the ability to Print and/or Re-Order. Click on View Invoice to view and print an order from History. Click on the Invoice number (far left) to re-order product from a previous invoice. Booking Orders The above feature is found under the Orders tab. Drag your mouse over the tab and select the bottom option called Booking. This will allow you to view orders with a future delivery date. This is often helpful for tracking tobacco force-outs as well as Tradeshow Orders. Select a date range that you wish to explore and click on GO. This will load a PDF file displaying future deliveries that are in our system. You can then view or print this PDF so that these particular items are not doubled up on your next order.

7 Creating Orders There are a few options for creating orders within the Web Console. One of the easiest ways is through what is called Rapid. This can be found by dragging your mouse over the Orders tab, and then clicking on Rapid. Enter the six digit item number in the Product Code field. Use the tab key to move to the Quantity field and enter the desired amount. At this point you can continue to enter the items you need or you can validate after every item. Validating the item will provide an item description to the right of the quantity field in order to eliminate mistakes. If you need help finding an item, Click on the [ ] to the left of the screen. This will populate a search box to help you find items. When you are done or run out of cells to fill, click on Order to move the order into a current status. From the Current Order view, you can do the following: Delete the entire order Remove an item Change a quantity Add to the order (by clicking on Rapid again)

8 Creating Orders Continued If you make any changes to the order, you must remember to click on Apply Changes. When the order is completed, you must click on Confirm to process the order properly. A window will pop up to ensure that you wish to Confirm the order. Once OK has been clicked, the order is processed and sent into the Doyles Sheehan server. When the server is done processing the order, it will be viewable under Current Orders on this website. Please remember, this is live data. If an error is made, please call the warehouse as soon as possible to resolve the issue.

9 Creating an Order Template This will create an order guide that you can fill in and submit. You can make as many templates as you need to quickly get through the ordering process. From the Orders tab, click on Create and this will pop up the window below. Click on Continue>>, and a blank order is now in the Current system. Select Set to Cart on the left side of the blank order. The blank order is now in the Current tab with a status of Cart. Click on the Products tab and select Catalog. Select the Order section as shown below.

10 Creating an Order Template Continued Use the Search field to load items that you wish to add to your template. When searching by item description, you will need to click on Contains before you click on the GO button. The list will read every item that contains marl in the item description. Key in a desired quantity in the right-side column. Use the scroll bar on the right side to find additional items. When complete, click on the Order button on the bottom right of the screen. To add more items, enter in a new description in the search field and repeat the process. When you have added all the items that you wish to have in the template, drag your mouse over the Orders tab and click on Current. Select the Cart order from the list to make any changes or send. Click on the blue order number to the left of the order to bring it up. You can then make any necessary changes to the order. When you are satisfied with the order, click on Save As New Template.

11 Creating an Order Template Continued Name the template and click on Click to create your template. The order guide is now in current orders. To use the template in the future, go to the Orders tab and select Create. Click on Create an order using a template. Click on the Continue >> icon. Select the correct template from the drop down menu. Name it if you wish. Click the Continue >> icon.

12 Creating an Order Template Continued You may now, and in the future, change the New Qty field to the desired amount. When you make changes, click on Apply Changes. When you are finished, click on Confirm and OK. This Template Order is now in the Doyles Sheehan system. As you are becoming aquainted with this system, please feel free to call the offices to confirm that the order was placed properly. Contact Information Doyles Pat Dahmen Ext Sheehan Pat Coulter Ext. 8212