Ingram Micro Website Quick Reference Guide
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1 Ingram Micro Website Quick Reference Guide Step-by-step instructions for the website s new features Canada Version 1.0
2 Search Product Search 1. Type keyword(s), VPN, EAN, SKU, or Promotional Price Code into main keyword search field > Click Go Narrowing Search Results You have 3 options: Single Selection 1. Search or Browse > Click search parameter Multiple Selection 1. Search or Browse > Click checkboxes of multiple parameters > Click Go Dropdown menu 1. Click arrow to expand menu > Select parameter Browsing You have 2 options: 1. Move cursor over Products > Hover over preferred category > Sub-category > Vendor > Click to see results 2. Move cursor over Vendors > Browse by alphabetical order > Click to see results
3 Baskets & Checkout Add Item to Basket 1. Enter Quantity > Click Add Delete Basket You have 2 options: 1. Dashboard > Basket dropdown menu > Select basket > Delete 2. My Account > Baskets > Check basket > Delete basket Create New Basket You have 2 options: 1. Dashboard > Basket dropdown menu > Create New Basket > Complete form > Create Basket 2. My Account > Baskets > Create New Basket > Complete form > Create Basket Convert a Quote to a Basket You have 2 options: 1. My Account > Quotes > Quote details > Add Contents to Basket 2. My Account > Quotes > Quote details > Arrow next to Add Contents to Basket > Select a different basket or create a new one
4 My Orders Invoices Searching for Orders 1. My Account > Orders 2. Search by Number, Date Range, or Order Status > Search 3. Click IM Order Number to view details Find Invoices 1. My Account > Account Statements 2. Search by Reference Number, Date Range, or Record Type > Search 3. Click Invoice Number to view details Returns 1. My Account > Returns Management > Click Return Items 2. Click Terms and Conditions > Click Continue > Complete form
5 Quotes Add Items to a Quote You have 4 options: Create a Quote from a Basket 1. My Account > Baskets > Click basket name to open > Add items to basket > Create a quote from a basket Direct Entry 1. My Account > Quotes > Click quote name to open > Enter SKU and Quantity into direct entry field > Click Add Import from a Spreadsheet 1. My Account > Quotes > Click quote name to open 2. Click Import from Spreadsheet > Browse to file > Select file 3. Import > OK Duplicate Existing Quote 1. My Account > Quotes > Click quote name to open > Click Duplicate > Create Quote Create a Quote 1. My Account > Quotes > Click Create New Quote 2. Name quote > Public or Shared > Create Quote 3. Complete Header Personalisation/Quote Information fields Find Existing Quotes 1. My Account > Quotes > Calendar Date Range > Search
6 Quotes (continued) Transform a Quote to a Basket 1. My Account > Quotes > Click quote name to open 2. Click Add Contents to Basket or click the arrow to select a different basket Personalise Quotes Users and Administrators 1. Enter company name or tagline > Enter default header and footer personalisation > Save
7 Ingram Micro Website Quick Reference Guide: Addendum Step-by-step instructions for the website s new administration features Canada Version 1.0
8 Addendum: User Administration Personalise Quotes Logo Personalisation 1. My Account > My Profile > Quote Personalisation Preferences 2. Upload New Logo > Browse > Select logo > Certify > Upload 3. Enter footer legal information > Save Text Personalisation 1. Enter company name or tagline > Enter default header and footer personalisation > Save Set Up and Change Privileges 1. User Administration > Click username 2. Select Privileges tab > Select privileges > Save Create and Enable a New User 1. My Account > User Administration > Add a New User 2. Complete information > Create a New User
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