Welcome to the WarehouseXpress Storefront. Training Guide

Welcome to the WarehouseXpress Storefront Training Guide

TABLE OF CONTENTS 1 Log In via Single Sign On (SSO) 3 Home Page 5 Search 7 Item View 9 Shopping 10 Review Cart 13 Order Submitted and Confirmation Received 14 E-mail Orders 15 Favorites 17 Personalization 18 Order History and Search

Log In via Single Sign On (SSO) Default Landing Page When you log into WarehouseXpress via SSO (Single Sign On) for the first time, this is the default landing page. Some information will be prepopulated; other fields can be updated as needed. Default Focus This is the highest level of item filtering, narrowing the view of pieces based on your preference. This allows for a more efficient search. Upon initial login select from the available options (Retirement Services (RS), Insurance Products, Other, Workplace, MMLIS, MM Trust, Brokerage) to set your default. This can be changed at any time. Save Changes, and you are brought to the home page where the default you selected is active. 1

Log In via Single Sign On (SSO) Order Distribution Options (not available for all Focus selections) Bulk Ship-Single Location This distribution option is the default and follows a typical order. The user will ship the order to a single location via UPS. Individual Mailing (List Upload) This option is item specific and does not apply to all items in the library. This is a traditional mailing/mail merge order with one specific item that is set up to allow for mailing to individual recipient addresses, like a postcard. After adding the item to the cart, the user is prompted to upload a mailing list. The mail list must follow the acceptable format. A template is provided in the cart during the Individual Mailing order process. Each piece will then be individually addressed and mailed via USPS to the individuals in the uploaded listing. 2

Home Page Select Recipient While all MassMutual employees have access to the Global Address Book, third-party (SDP) users do not have access. The Global Address Book is accessed via the Select Recipient tab. These recipients and/or addresses are shared among all MassMutual users. This address book includes all recipients/ addresses in the system, whether they were created on the fly via a single sign-on process or added by a user using the Add Recipient functionality. You may notice that you cannot edit recipient/ address data for all recipients. Users may only edit recipients who were added by other users using the Add Recipient functionality to avoid adversely affecting recipient/address data of users who have arrived via single sign-on. 3

Home Page Featured, New Items and Ordering The Home Page will show items that are featured for a specific period of time. Featured items are specific to the Focus you have selected. As New Items are introduced and become available, they will appear below Featured Items. 4

Search Filtering, Text, Full Text and Wild Cards There are multiple ways to search for materials on the site. Filter categories: In the far left column, the filters may include Marketing, Audiences, Product, Material Type, Communication Type and Platforms. Based on these filters, results appears on the right side of the screen. To search text enter item description or form number in search box. To search full text check box to right of bar and this will search text within PDF document. 5

Search (continued) Filtering, Text, Full Text and Wild Cards Search using Wild Cards: By default, the search solution is precise and looks for exact matches. This makes sense when you are potentially searching not just on one field like Item Number, but across many fields and possibly even through the text in all of the documents. Therefore, if you want to search on a part of an item number or a part of an item name, you must enter an asterisk at the end of your search text like the following image: Using asterisk will return these results. The default sort is by Item Number. To sort by Relevance, select option in drop down on right. 6

Item View Details and PDF View After a search, you will be able to click and access more Item Details. Click on the Item Description for more details on that item. The Item Detail screen will appear. 7

Item View (continued) Details and PDF View To add this item to your cart, enter the quantity in the Qty field and click Add to Order. Detail screen will provide you with item specific information. You can also View Preview, Download (if available) or return Back to Search Results. 8

Shopping To review your order at anytime, click on the shopping cart. Or, if you want to continue shopping, click on bar below. The item has been added to the cart. Click on Continue Shopping. 9

Review Cart Validate When you review your order, you will also be able to update or add e-mail addresses for order notifications, and confirm or revise your shipping method. In addition, you can confirm your order total cost and billing cost center. Billing Information: The Cost Center displayed is your assigned cost center indicated in your single sign-on profile. 10

Click Submit Order to process your order. Edit Shipping Address / Personal Address Book It is always possible to edit a shipping address in the cart. If you manually update/change an address in the cart, it will only be used for this order and will not be saved for future use. If you choose to use the personal address book within the shopping cart and add or edit an address in your personal address book, it will be saved and nobody else besides you will have access to those addresses. 11

Review Cart (continued) Checkout You will see your items listed in the cart. You may have a choice to select email or hard copy depending on the item. You can update quantities or personalization at this time. When you are ready to complete your order, click Proceed to Checkout. 12

Order Submitted and Confirmation Received You will receive an e-mail with your order confirmation number, once your order has been placed. A second e-mail will be sent when the order ships, which will contain tracking information. Reference the order number when contacting your account team for assistance via e-mail at: MCSAdmin@massmutual.com Note: If the item is on backorder, the order detail will note it. 13

E-mail Orders When an e-mail order has been submitted, you can change the e-mail address(es) and include others on the e-mail by using the CC: and BCC: fields. After reviewing, click the Submit Order button. An e-mail containing a link to download a PDF is sent out. 14

Favorites Adding an Item Items that you use most often can be flagged as Favorites. Click on the gray heart next to the item to add it to your favorites list. A red heart indicates the item has been added to your favorites. 15

Favorites (continued) Search & Listing Click on My Favorites in the Quick Links toolbar for quick access to your Favorite Items. Once you click on My Favorites in the toolbar, your Favorite Items will populate. To remove an item from your Favorites list, simply click on the red heart within the Item Detail. 16

Personalization Many of the pieces within MassMutual product lines offer Personalization. If an item requires personalization, you will be prompted to Personalize. Complete your information and based on the item, you may be able to select an image, color and secondary logo. A proof will be generated for your review. Check Approval and Save Personalized Item. 17

Order History and Search Choosing the Order History page will allow you to check the status of orders placed, and search other important order details. Click the Order History tab to review the orders you have placed. The Ship Method column will show how the order was sent; E-Mail or Shipped (and by which method). 18

Click on the Order # link to view complete detailed order information. 19

Notes: