INSTRUCTIONS ON HOW TO PLACE AN ORDER IN Royal on Demand (ROD)

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Transcription:

INSTRUCTIONS ON HOW TO PLACE AN ORDER IN Royal on Demand (ROD) Log in to EREQ login home page. Use the same username and password you use to log on to your TD computer. You must select the group you belong to when logging in: RNET, TDBFG, BKNG, or SECURITIES. This takes you into the EREQ Landing Page. 1. Click on the Royal Envelope (ROD) icon. Note you will only see the icons you are allowed to order from so it might not look the same as the screen shown below. You are now into Royal's ROD system. 1

2. Choose your language preference by clicking the down arrow on Select language. Click on Envelopes to start your order. 3. Click on the type of envelope you want (English or French). Alternatively, you can search by the Envelope form number in the search field. 2

4. Click the green Select button for the envelope you want to order. NOTE: If you are ordering an envelope with an Indicia, the envelope form number will be identified with the number, followed by IND. i.e) 548022IND 3

5. Input the amount you are ordering and click on next. 6. A preview of the chosen envelope style will appear. If you are ordering a variable print envelope, enter the required information and click Next when done. What you type is what will be printed on the envelope, so make sure the information is correct! Warehouse or static envelopes orders will go directly to step 9. 4

7. ADDING THE INDICIA: If you are ordering an envelope that requires an Indicia, you can now enter the Indicia number within the tool. It is found on the 'enter details' page in the field "Indicia". 8. UPLOADING A SAMPLE: If you are ordering an envelope where artwork or a sample is required, you can now upload a sample directly with your order. Click on "Click here to upload file" Click on Browse to upload from your computer. 5

Click on Browse and select the saved file from your computer. Click on Upload. 6

9. If you've ordered a variable print envelope, review the proof for any errors, including spelling. Click the Add to Cart button when you are ready to place the order. 10. From the Shopping Cart screen, click: Checkout if you are ready to place the order. X if you want to delete the order. View to review this order before placing it. Once reviewed, click on 'save' to return to the shopping cart and checkout the order or 'delete order' to permanently remove the order from the shopping cart. Continue Shopping if you want to place more orders before proceeding to 'Checkout' 7

11. Add the Cost Centre that the order is being charged. This field is mandatory. Click on Submit Order. Once the order has been submitted it will punch back out to EREQ. 12. EREQ reviews the order and ensures approvals are sent or given as required, shown below as Buyer Action Pending. The system will also automatically review that you are within your approved spending limit. Click the Address button under the Ship To section to add your shipping address. Once selected or added you will return to this screen. Another way to ensure the shipping address is correct is to key in the Cost Centre number. Once done you will be taken to a screen where you choose the shipping address. 8

13. Click on 'Submit for Approval' to place the order with Royal Envelope Ltd. 14. You have successfully placed an order in ROD! An email notification from Coupa will be sent when the order has been approved. Keep track of the requisition number (EREQ- generated) and the order number (assigned by Royal Envelope) for possible future inquiries. Note that if branding standards are not maintained the order could be rejected. Additional Support For questions related to ordering envelopes, please contact Royal Envelope: support_rod@royalenvelope.com For questions related to EREQ, please contact: TD.ProcurementPortalHelpdesk@td.com 9