Step-By-Step Guide ecommerce
TABLE OF CONTENTS ecommerce Step-By-Step Guide Overview... 3 Customer Registration... 5 Log on to Grainger.com... 9 Search... 11 Online Catalog... 14 Compare Products and Item Details... 15 Create and Share a Personal List... 18 Bulk Order Pad and Copy and Paste... 21 Ordering... 22 Order and Item History... 30 Order Status... 32 Custom Products Center... 36 Grainger Procurement Solutions... 38 Activate the Order Management System... 39 Account Customization... 41 Payment Information... 55 Final Shipping Destination... 59 Download Order History... 63 Account Administration... 69 Account Registration... 75
ECOMMERCE STEP-BY-STEP GUIDE OVERVIEW Introduction The ecommerce Step-By-Step Guide is a support tool that includes detailed instructions on using the Grainger.com and Grainger Procurement Solutions (GPS) features. This guide includes tips and benefits to help you find a solution to solve your customers needs or gaps. It is designed to help as you practice using the features in the Sandbox and prepare you to discuss and demonstrate the features to your customers. Navigate Within the Guide To go directly to a topic that is listed in the Table of Contents, place your cursor over the topic, press the CTRL key, and click the title of the topic you want to view.
Navigation Bar Overview This section of the Guide helps to familiarize you with the navigation bar in the header portion of the screen. To view the navigation bar, open a Browser and type www.grainger.com in the Address bar. The navigation bar is displayed on each page of Grainger.com. The diagram below shows the six basic links in the header followed by a screen image and description of each. Click the Grainger logo (1) or the Home link (2) to return to the Grainger.com Home Page. Click the Find a Branch link (3) to search for a branch office. Click the Items in your Order link (4) from any screen to return back to your order. Click the Contact Us link (5) to display the contact information for order support, product information, repair parts, support on Grainger.com, and troubleshooting. Click the Help link (6) to display additional links for finding information and assistance on your order, products, policies, and Grainger.com.
Customer Registration Overview The customer must register on Grainger.com before placing an order. To ensure the customer receives the correct pricing, the customer s account number must be entered during registration. If an account number is not entered during registration, the customer will see the catalog price. You can locate the customer s account number on an invoice or by calling the branch. Once registration is complete, the customer would log on to the Grainger.com Website using the user ID and password created during registration. Important: Each GPS installation is account number specific. Customers (full rights users) (FRUs) must be registered on each additional account number using a separate user ID. Use the following instructions to register customers on Grainger.com. Step 1: Use the following table to determine your first step. If the customer solution is Simple Note: A simple solution is defined as Grainger.com customers with fewer than 25 users, fewer than 10 GPS installs, or GPS without a Custom Catalog Complex Note: A complex solution is defined as Grainger.com customers with 25 users or more, more than 10 GPS installs, or GPS with a Custom Catalog. Then Go to Step 2. Access the following link Qualification Tool and complete the ecommerce Opportunity Assessment. Step 2: Click the Register link on Grainger.com.
Customer Registration, Continued Step 3: Click the radio button to the left of My organization already has an account, and I have the account number. Type the account number in the Account Number field and click the Begin Registration button. Step 4: Type the Account Information in the appropriate fields and click the radio buttons and dropdown arrow to make the other selections. Click the Continue to Step 2 button. Note: Fields with an asterisk (*) are required fields.
Customer Registration, Continued Step 5: Type the Organization and Contact Information in the appropriate fields and click the radio buttons and dropdown arrow to make the other selections. Click the Register button. Note: Fields with an asterisk (*) are required fields.
Customer Registration, Continued Step 5, Cont.: The Thank You for Registering Online screen is displayed and the Registration procedure is complete. Your customers can now access their live pricing. Note: CSP (Customer Specific Pricing) completed during the day is reflected the following day in Grainger.com.
Log on to Grainger.com Overview Customers must log on to Grainger.com to see their pricing. Many customers forget to log on and become confused when their pricing is wrong. Use the following instructions to log on to Grainger.com. Step 1: Click the Sign In link on the Grainger.com Home Page. Step 2: Type the User ID in the User ID field and the Password in the Password field. Click the Sign In button. After logging on, customers can access the Your Account link, which is unique to each user. Step 3: Click the Your Account link.
Log On to Grainger.com, Continued Step 3, Cont.: On the Your Account screen, customers can: View Order Status View Item History View Order History Create or view Personal Lists View Personal Information Manage their account settings in Account Administration Set Up the Order Management System (OMS) Step 4: Click the Grainger icon or the Home link to return to the Grainger.com Home Page.
Search Overview The variety of search options that are available on the Grainger.com Home Page gives customers flexibility in locating the right products the way they are most comfortable finding what they need to buy. Some of the most effective ways of searching for products on Grainger.com include: Key words Product Category using the left navigation Item number Use the following instructions to search by key word. Step 1: Type the key word in the Search field and click the Search button. Result: Your key word search results are displayed and your key word search is complete. From this screen you can perform a variety of functions. For example, you can: Compare products and sort search results Choose to see a larger view of the item Add the item to your order View other pages from the key word search or sort by Top Sellers Add the item to a Personal List (You will learn more about Personal Lists later in the Playbook.) Perform another search
Search, Continued Use the following instructions to search by Product Categories in the left navigation. Step 1: Click the Product Category in the left navigation. In this example, the category Batteries is selected. Result: Your left navigation search results are displayed. From this screen you can narrow your search by Product Categories, Brand, use Shop Items By, Price, view the pictured items, new and clearance items, or use the other related links to find more specifics on the Product Category.
Search, Continued Use the following instructions to search by item number (SKU). Step 1: Type the item number in the Search field and click the Search button. In this example, item number 6X923 is used. Result: Your item number search results are displayed. From this screen you can perform a variety of functions. For example, you can: View a larger image of the item Use the links to view other types of the same item Add the product to your order Add the product to your Personal List (You will learn more about Personal Lists later in the Playbook.) Locate Technical Specs on the product Find Optional Accessories Compare Alternates
Online Catalog Overview The Online Catalog is available on the Grainger.com as a PDF (Portable Document Format) version of the actual Grainger catalog. Customers like the Online Catalog, however, there are limitations. For example, it does not show the customer s pricing unless the individual part number is selected. The Online Catalog is identical to the printed catalog and contains approximately 306,000 items where as Grainger.com has 450, 000 plus items and can updated with new items daily. Use the following steps to access the Online Catalog from Grainger.com. Step 1: Click the Grainger Catalog icon or the Catalog 401 link. Result: The Online Catalog is displayed. From this screen you can perform a variety of functions. For example, you can: Alphabetically search Product Categories Add items to an order Go to a specific page in the catalog by typing the page number or clicking a link Print pages of the catalog Save the catalog to your desktop
Compare Products and Item Details Overview The Compare Products feature allows customers to compare between 2 and 8 products from multiple pages in an easy-to-read chart for fast selection. The Item Details feature gives customers full product descriptions, including manufacturer information, pricing and shipping information, technical specifications, and required and optional accessories. Use the following instructions to Compare Products and display the Item Details screen. Step 1: Locate the product on Grainger.com. In this example, a ballast product is used. Step 2: Use the following table to determine your next step. If you want to Then Use the Compare Products feature. Go to Step 3. View the Item Details screen. Got to Step 4. Step 3: Click two or more checkboxes to the left of the products you want to compare and click the Compare button.
Compare Products and Item Details, Continued Step 3, Cont.: The Product Comparison screen is displayed. Step 4: Click the name of the product.
Compare Products and Item Details, Continued Step 4, Cont.: The Item Details screen is displayed. From this screen you can perform a variety of functions. For example, you can: Enlarge the image Add the product to your order Add the product to your Personal List Compare Alternate products
Create and Share a Personal List Overview A Personal List helps customers keep track of commonly purchased items. They are a timesaving and convenient way to place additional orders with just a few clicks. Personal Lists can be shared so other users on the account can use the came Personal List. Note: A Personal List can only be shared within one Grainger account number not with multiple account numbers. When you are dealing with multiple accounts, consider offering the customer the Custom Catalog as a solution. Use the following instructions to create a Personal List. Step: 1 Click the Personal Lists link. Step 2: Click the Create New Personal List button.
Create and Share a Personal List, Continued Step 3: Type the name of the Personal List in the Name your Personal List field, type the item number in the Grainger Item field, and the quantity in the Qty field. Click the Add to Personal List button. Note: As you order or search, click the Add to Personal List button to add additional items. You can add a list of items directly to a Personal List by using the Copy and Paste function. Step 4: Click the Add to List button to add the item to your Personal List.
Create and Share a Personal List, Continued Use the following instructions to Share a Personal List. Step: 1 Click the Personal Lists link. Step 2: Click the checkbox to the left of the Personal List that you want to share and click the Update Shared Lists button. Note: The shared Personal List is immediately made available to other users on the account. To confirm the list is shared, click the Shared Personal List radio button.
Bulk Order Pad and Copy and Paste Overview The Bulk Order Pad is used to enter large lists of items. Customers have the option of entering quantities one at a time or using the Copy and Paste feature, which lets them copy lists from a purchasing system, a spreadsheet, e-mail document, or word processing document and paste them into the Copy and Paste box. Use the following instructions when accessing the Bulk Order Pad to type or use the Copy and Paste feature. Step: 1 Click the Bulk Order Pad link on Grainger.com. Step 2: Type the item numbers and quantities in the appropriate fields or use the Copy and Paste feature. Click the Add to Order button.
Ordering Overview When creating orders on Grainger.com customers can use a variety of ways to locate products and add them to their order. During the order process, items can be easily added, altered, or removed before checking out. Once the order is created, the Order Form provides a descriptive breakdown of the items purchased. Listed below are some of the more common ways of locating and adding products to your order. Search Product Category Bulk Order Pad Copy and Paste Quick Item Entry Personal List Order History
Ordering, Continued Use the following instructions to place an order on Grainger.com. In this example, the name of the item is used to locate the product, which is one of the most commonly used methods. Note: These instructions include all possible scenarios for a first-time order. The default settings selected during this procedure, will streamline the customer s next order that is entered online. Step 1: Type the name of the product in the Search field and click the Search button. Step 2: Click the Add to Order button. Note: The item is already selected and the quantity defaults to 1. Result: The Order Form Item Added window is displayed. From here, you can go to the Order Form or continue shopping.
Ordering, Continued Step 3: Use the following table to determine your next step. If you want to Then Checkout Click the Go to Order Form button. Go to Step 4. Continue shopping Click the Continue Shopping button. Repeat Steps 1 through 3. Result: The Order Form is displayed and provides an itemized list of the product(s) in the order. You can make changes to your order. You can also continue to shop if you want to add additional products to your purchase. Step 4: Click the Checkout button. Note: The area in the red box is optional for standard Grainger.com customers. This information is required when a customer uses the GPS feature Account Customization.
Ordering, Continued Step 5: Click the dropdown arrow in the Delivery Method field and select a delivery method. Note: In this example Ship is selected. Result: The Select Delivery Info screen is displayed. You only have to select the shipping destination the first time you order. After that, the site will remember your default shipping information.
Ordering, Continued Step 6: Click the checkbox to select your default setting. Step 7: Click the dropdown arrow in the Final Shipping Destination field and select the shipping destination. Note: The My Contact Address is the address used during registration. During registration, if you checked the checkbox to that reads save this contact address as my default shipping address this step will not be required unless you want to use another shipping address. The Enter New Destination selection allows you to enter new shipping addresses as needed. All addresses added are stored in this menu for future use.
Ordering, Continued Step 8: Click the checkbox in the Use this as my default final shipping destination field. This saves the shipping address for future orders. Click the Save button. Important: When a customer has prepaid shipping, the order is shipped UPS Ground Standard Shipping. If the customer changes the shipping setting, Grainger is not responsible for the freight charges.
Ordering, Continued Step 9: Click the dropdown arrow in the Payment Method from the menu and select a payment method. Step 10: Click the checkbox in the Use this as my default payment method and click the Save button. Step 11: Review the order and click the Continue button.
Ordering, Continued Step 12: Review the order and click the Submit Order button. Result: An Acknowledgement screen is displayed to confirm your order. Customers also receive a confirmation memo through an e-mail message. The procedure for entering an order is complete.
Order and Item History Overview of Order History Order History helps customers quickly find and reorder items from online orders placed in the last two years. Customers can sort orders by date, PO# number, total cost and more or they can search for orders containing specific item numbers. Order History details can be viewed by account number or by users on the account. Use the following instructions to access Order History. Step 1: Click the Order History link. Result: The Order History screen is displayed.
Order and item History, Continued Overview of Item History Item History helps customers quickly find and reorder items from online orders placed in the last two years. Item History details can be viewed by account number or by users on the account. Use the following instructions to access Item History. Step 1: Click the Order History link. Step 2: Click Item History in the left navigation or click the Items link in the Display by field. Result: The Item History screen is displayed. This screen is printable; information can be sorted by Product Catalog, added to the customer s Personal List, or added to a new order.
Order Status Overview Customers can quickly and easily view the status of online or offline orders placed during the past six months. When accessing Order Status, customers can also track orders shipped by United Parcel Service (UPS), Federal Express, and the United States Post Office. Use the following instructions to access Order Status. Step 1: Click the Order Status link. Result: The Order Status screen is displayed.
Order Status, Continued Step 2: Use the following table to determine your next step. If you want to know the order status of Then an Online order. Go to Step 3. Offline order. Go to Step 5. Note: An offline order is an order that was placed by phone, fax, e-mail message, or at a branch. Step 3: Click the Online Orders dropdown arrow and select how you want to locate the online order. Your choices are Date, P.O. #, Online Reference #, or Item #. Result: The system populates additional field(s) based on your selection. In this example, the Date was selected so the system populated fields for adding dates for which you want to view the order status.
Order Status, Continued Step 4: Type the required information and click the Check Order Status button. In this example, the dates are entered. Result: The order status for the dates entered is populated.
Order Status, Continued Step 5: Type the PO number in the P.O. #: field and click the Check Order Status button. Result: The order status for the PO number entered is populated.
Custom Products Center Overview The Customer Products Center (CPC) is an area of Grainger.com where customers can choose from different product-specific attributes to fit their needs. Customers can select a product s style, size, color, and custom logo. The CPC is now integrated with Grainger.com so ordering is fast and easy. The CPC is not available for customers using a punch out to Grainger, which is an eprocurement (epro) channel. Locating the CPC To locate the CPC Website and view the available products, type www.grainger.com/customproducts in the Address bar of your Browser. If you are on the Grainger.com Website, you can find the CPC by clicking the Resource tab. Grainger Benefits Offering customized products from the CPC: Grows sales Helps differentiate from the competitors and drives repeat business Keeps customers coming back for replacement items Improves profits Satisfies our customers by always having what they need Customer Benefits Benefits to our customers: The ordering process is quick and easy on Grainger.com The orders are sent directly to our supplies so the products are delivered quickly Products are high quality Orders can be added to a Personal List and Order History so reordering is easy
Custom Products Center, Continued How Do Customer Order? To place an order for a customized product: 1. Visit the CPC Website at www.grainger.com/customproducts 2. Select the product 3. Select the specifications such as, the style, size, color, and logo if applicable The product will be drop shipped to the customer s door. Additional Information Refer to the ecommerce Website to review a copy of frequently asked questions.
GR AINGER PROCUREMENT SOLUTIONS Overview GPS is a targeted ecommerce solution that provides companies with greater purchasing control through customizable spend management and order visibility functionality. GPS aims to help customers manage expenses more efficiently. This section of the Guide includes Step-by-Step instructions for using the features that are specific to Grainger Procurement Solutions (GPS).
ACTIVATE THE ORDER M AN AG EMENT SYSTEM Overview The Order Management System (OMS) feature assists customers who have an existing approval process or spending limits. When OMS is activated, customers can set spend and approval limits for any users on their account. They can edit and route online orders, for up to four people on the account, for approval, denial, or forwarding. Order approvers receive an automatic notification of orders pending approval. This feature helps to streamline the customer s existing order approval process. Use the following instructions to activate OMS. Step 1: Use the following table to determine your first step. If the customer solution is Simple Note: A simple solution is defined as Grainger.com customers with fewer than 25 users, fewer than 10 GPS installs, or GPS without a Custom Catalog. Complex Note: A complex solution is defined as Grainger.com customers with 25 users or more, more than 10 GPS installs, or GPS with a Custom Catalog. Then Go to Step 2. Access the following link Qualification Tool and complete the ecommerce Opportunity Assessment. Step 2: Click the Your Account link on the Grainger.com Home Page. Step 3: Click the Set-Up Order Management System link.
Activate the Order Management System, Continued Step 4: Click the Yes button in the Set up online Order Management System? field and click the Order Management System button. Result: A confirmation Summary screen is displayed. Step 5: Click the Submit button. Result: The Account Defaults Change Request screen is displayed and confirms your OMS activation is complete.
ACCOUNT CUSTOM IZATION Overview The GPS feature Account Customization lets individuals that are full rights users (FRUs) establish helpful default settings on the account. When default settings are established, users are required to complete certain fields with information that their company needs to track purchases. FRUs can also change or customize the names of several fields used within the ordering process to ensure users enter their company-required information. There are four main options within Account Customization: Select Your Landing Page Establish Item and Order History Access Customize Your Line Items Customize Your Checkout Experience Use the following instructions to access Account Customization and apply the available options. Step 1: Click the Your Account link on the Grainger.com Home Page. Step 2: Click the Account Customization link.
Account Customization, Continued Step 2, Cont.: Result: The four options within Account Customization are displayed.
Account Customization, Continued Use the following instructions to select a specific landing page. Step 3: Use the following table to determine your next step. If You Want To Then Select Your Landing Page. Go to Step 4. Establish Your Item and Order History Access. Go to Step 5. Customize Your Line Items. Go to Step 6. Customize Your Checkout Experience. Go to Step 14. Step 4: Select Your Landing Page. Click the dropdown arrow, select the landing page of choice, and click the Update Landing Page button. In this example, Personal Lists is selected. Result: The next time you log on the landing page selected is displayed. In this example, Personal Lists is the new landing page.
Account Customization, Continued Step 5: Establish Your Item & Order History Access. Click the radio button associated with the level of access you want to set for your users and click the Update Access button. In this example, Only full rights users may view Item & Order History is selected. Result: The level of access is updated to your selection.
Account Customization, Continued Step 6: Customize Your Line Items. There are three actions that you can perform under the Customize Line Item Entry section: Update the field name Add options (dropdown menu) Make the field visible Use the following table to determine your first step. If you want to Update the field name. When customized, the new label(s) display on every line item on the order form for all users on your account. Note: The custom label(s) do not display on the packing slip and invoice. Add options (dropdown menu). When you add your own data to a field, those values are displayed in a dropdown menu for all the users on the account to select on the order form. Make the field visible. When you make any of the fields visible, it becomes a required field during the ordering process. Step 7: Update the field name. Then Go to Step 7. Go to Step 9. Go to Step 12. Click the Customize link associated with the field name that you want to change. In this example, the Customize link for Your Part # is selected.
Account Customization, Continued Step 8: Type the new field name in the Field Name field and click the Update button. In this example, the field name is changed from Your Part # to Location. Result: The Customize Line Item Entry screen is displayed and new field name is changed from Your Part # to Location. This change is effective immediately and the procedure for updating the field name is complete.
Account Customization, Continued Step 9: Add options (dropdown menu). Click the Customize link associated with the field where you want to add options. In this example, the Customize link for Location is selected. Step 10: Type the value in the Enter Option field and click the Add Option button. Result: Your option is successfully added. Repeat Step 10 until you have entered all values that you want displayed in the dropdown menu. Step 11: Click the Close button. The change is effective immediately and the procedure for adding option(s) is complete.
Account Customization, Continued Step 12: Make the field visible. Click the Yes radio button associated with the field name that you want to make visible and required during the checkout process and click the Update Line Items button. In this example, Location is selected. Result: The Account Defaults Change Request screen is displayed and shows the field selected as required. In this example, Location is required. Step 13: Click the Submit button.
Account Customization, Continued Step 13, Cont.: Result: The Thank you for submitting your request message is displayed. An e-mail message is sent to confirm receipt of your request to change the default settings. The request to change some settings can take from 3 to 5 business days. You receive an e-mail message to notify you that your request is processed. The procedure for making a field visible is complete.
Account Customization, Continued Step 14: Customize Your Checkout Experience. There are three actions that you can perform under Customize Your Checkout Experience: Update the field name Add options (dropdown menu) Make the field required Use the following table to determine your first step. If you want to Update the field name. When customized, the new label(s) display on every line item on the order form for all users on your account. Note: The custom label(s) do not display on the packing slip and invoice. Add options (dropdown menu). When you add your own data to a field, those values are displayed in a dropdown menu for all the users on the account to select on the order form. Make the field required. When you make any of the fields required, the field becomes a required field during the checkout process. Step 15: Update the field name. Then Go to Step 15. Go to Step 17. Go to Step 20. Click the Customize link associated with the field name that you want to change. In this example, the Customize link for Project/Job # is selected.
Account Customization, Continued Step 16: Type the new field name in the Field Name field and click the Update button. In this example, the Field Name Your Project / Job # is changed to GL Code. Result: The field name is immediately updated and the procedure for updating the field name is complete.
Account Customization, Continued Step 17: Add options (dropdown menu). Click the Customize link associated with the field name where you want to add options. In this example, the Customize link for GL Code is selected. Result: The Customized Fields Entry screen is displayed. Step 18: Type the value in the Enter Option field and click the Add Option button. Result: Your option is successfully added. Repeat Step 17 until you have entered all values that you want displayed in the dropdown menu.
Account Customization, Continued Step 19: Click the Close button. The change is effective immediately and the procedure for adding option(s) is complete. Step 20: Make the field required. Click the Yes radio button for each field that you want visible and required during the checkout process and click the Update Checkout Experience button. In this example, P.O. # or AMEX Ref. #, GL Code, and Attention / Delivery Instructions is selected. Result: The Account Defaults Change Request screen is displayed.
Account Customization, Continued Step 21: Click the Submit button. Result: The Thank you for submitting your request message is displayed. An e-mail message is sent to confirm receipt of your request to change the default settings. The request to change some settings can take from 3 to 5 business days. You receive an e-mail message to notify you that your request is processed. The procedure for making a field required is complete.
PAYMENT INFORM ATION Overview Payment Information allows a full rights user (FRU) to establish the method of payment for users on the account. Payment options include, My Grainger Account, Visa, Master Card, and American Express. Predetermining how users pay helps to manage purchases and drives contract compliance. When a credit card is used, the card number is not visible. This is referred to as the Ghost P-Card option, which prevents users from knowing the credit card number when orders are placed. Not having the credit card number eliminates one-off spending should a user try to purchase from a competitor. Use the following instructions after logging on your account to establish payment information. Step 1: Click the Your Account link from the Grainger. Com Home Page. Step 2: Click the Payment Information link under the Personal Information section. Step 3: Click the dropdown arrow in the Select User field and choose a name from the list.
Payment Information, Continued Step 4: Use the following table to determine your next step. If you want the payment method to be Then My Grainger Account Go to Step 5. A credit card Go to Step 6. Step 5: Select My Grainger Account from the dropdown list. Go to Step 8. Step 6: Click the dropdown arrow and select the credit card as the payment method. In this example, a New Visa Card is selected. Result: The screen refreshes and request additional information about the credit card.
Payment Information, Continued Step 7: Type the card holder s information in all required fields. Note: Required fields include a red asterisks (*). The payment Nickname helps users know the payment option to select when ordering. Notice how the credit card number is not displayed in the Credit Card field.
Payment Information, Continued Note: When you select your payment method, you have two options. You can select to use this payment option as the permanent payment method for all orders placed by this user or as a permanent payment method for all orders on the account. Step 8: Click the checkbox associated with the desired option. In this example, the first option is selected. Result: A confirmation window is displayed to ask if you are sure about your selection. Step 9: Click the OK button and click the Update Payment Information button. Result: A confirmation window is displayed and confirms the payment information is updated.
FINAL SHIPPING DESTINATION Overview Final Shipping Destination allows full rights users (FRUs) to select where orders are shipped. This feature helps you manage the delivery type and control where orders can be delivered. This feature only works when OMS turned on. Use the following instructions to establish a Final Shipping Destination. Step 1: Click the Your Account link from the Grainger. Com Home Page. Step 2: Click the Final Shipping Destination link in the Personal Information section. Step 3: Click the dropdown arrow in the Select User field and choose a user.
Final Shipping Destination, Continued Step 4: Click the radio button to select a default method of shipping. In this example, ship direct to the address on my order is selected. Step 5: Click the dropdown arrow in the Final Shipping Destination field and select a final shipping destination. In this example, Enter a new Final Shipping Destination is selected. Step 6: Type the final shipping information in all required fields. Note: Required fields include a red asterisks (*).
Final Shipping Destination, Continued Note: When you select the Final Shipping Destination, you have two choices. You can choose to use this destination as a permanent shipping address for all orders placed by this user or as a permanent shipping address for all orders on the account. Step 7: Click the checkbox associated with the desired option. In this example, the first option is selected. Result: A confirmation window is displayed to ask if you are sure about your selection. Step 7: Click the Update Shipping Information button.
Final Shipping Destination, Continued Step 7, Cont.: Result: A confirmation window is displayed and confirms the shipping information is updated.
DOWNLOAD OR DER HISTORY Overview Download Order History is a new and valuable feature that gives customers the ability to download and analyze their purchasing history. This feature is most helpful to those within an organization that are looking to better manage and track purchasing trends. When downloading order history, you choose from two popular options, either a text or XML format. Use the following instructions to download order history. Step 1: Click the Order History link on the Grainger.com Home Page. Result: The Order History screen is displayed. The red boxes in the following screen provide information on each order. The View Details link in the Order Details column allows you to view the details of the items within a specific order. Step 2: Click the Download Detailed Order History link.
Download Order History, Continued Step 2, Cont.: Result: The Download Detailed Order History screen is displayed. On this screen you can specify the users you want to view history for, the date range, and the type of file you want to download. Step 3: Click the radio button in the Select Users field. In this example, the selection is All users on this account.
Download Order History, Continued Step 4: Click the radio button to select a date range and use the dropdown arrow to select a timeframe or the calendar to select beginning and ending dates. In this example, the history download selected is one month. Step 5: Click the dropdown arrow and select a file type. In this example, Tab delimited Text is selected. This is the most popular selection for you can save to a file and open with Excel if desired. Step 6: Click the Download button. Result: The File Download window is displayed.
Download Order History, Continued Step 7: Use the following table to determine your next step. If you want to Then Open the file. Go to Step 8. Save the file. Go to Step 9. Step 8: Click the Open button on the File Download window. Result: The Order History Download file is displayed. Step 9: Click the Save button on the File Download window. Result: The Save As window is displayed. The file name also indicates the date and time of the download. This helps store multiple downloads.
Download Order History, Continued Step 9: Click the Save button. Result: The Download complete window is displayed. Step 10: Click the Open button. Result: The folder where the file is saved is opened.
Download Order History, Continued Step 11: Click your right mouse on the file and select Open With and Microsoft Office Excel from the menu lists. Result: The order history data is loaded in Microsoft Excel.
ACCOUNT ADMINISTRATION Overview Account Administration is used by a full rights user (FRU) to perform functions such as manage and set spending limits, set permissions for order approval, remove users, and update a user s personal information. Step 1: Click the Your Account link on the Grainger.com Home Page. Step 2: Click the Account Administration link in the Account Administration section of the screen. Result: The Account Administration screen is displayed.
Account Administration, Continued Step 2, Cont.: Result: The Account Administration screen is displayed. The links on the Account Administration screen are used to: Provide additional information Invite a new user to the account Send an e-mail message to a user Update a user s contact information Remove a user from the account You can obtain additional information about a specific field on the screen by clicking the icon. Step 3: Use the following table to determine your next step. If you want to Then go to Establish a user s rights. Step 4. Set an individual s per order spend limit. Step 7. Select an order approver. Step 9. Establish who can approve orders and Step 11. the approval limit.
Account Administration, Continued Step 4: Establish a user s rights. Click the dropdown arrow in the Display field and select the name of a user. Step 5: Click the dropdown arrow in the Rights column and select Full or Limited. In this example, Limited is selected. The only change on the account a limited rights user can make is a change to their password. They cannot make any other changes to the account. Step 6: Click the Update button. Result: The user s rights are updated and the procedure for establishing a user s rights is complete.
Account Administration, Continued Step 7: Set an individual s per order spend limit. Click the dropdown arrow in the Display field and select the name of a user. There are three options when establishing a per-order spend limit. Step 8: Use the following table to determine your next step. In this example, the checkbox is selected so all orders must be submitted for approval. If you want the user to Then Submit all orders for approval. Click the Must submit all orders for approval checkbox. Have a set dollar amount per order before approval is needed. Click the button. Uncheck the Must submit all orders for approval checkbox. Type a dollar amount in the Individual Per-Order Spend Limit field. Click the button. Have an unlimited spend limit. Uncheck the Must submit all orders for approval checkbox. Click the button. Result: The changes are saved and the individual per order spend limit is established. Go to Step 10 to select the user that will approve the orders.
Account Administration, Continued Step 9: Select an order approver. The FRU can preselect the order approver for users or the users can select who approves their orders during the ordering process. To manage the approval process effectively, most often the FRU will preselect the order approver(s) for users. Click the dropdown arrow in the Display field and select the name of a user. Step 10: Click the dropdown arrow in the Default Approver field, select an approver from the list, and click the Update button. Result: The name of the approver selected is displayed in the Default Approver field and the procedure for selecting an order approver is complete.
Account Administration, Continued Step 11: Establish who can approve orders and the approval limit. Click the dropdown arrow in the Display field and select the name of a user. There are three options available when establishing an approval limit. Step 12: Use the following table to determine your next step. In this example, the checkbox is selected so all orders must be submitted for approval. If you want the user to Then Have no approval limit. Click the No order approval rights checkbox. Click the button. Have a set dollar amount for approval. Uncheck the No order approval rights checkbox. Type a dollar amount in the Order Approval Limit field. Click the button. Have an unlimited approval limit. Uncheck the No order approval rights checkbox. Click the button.
Account Registration Overview Once a full rights user has established the setting for existing users, the Registration Defaults section is used to invite new users and predetermine the rights for each new user invited to join the account. Use the following steps to establish registration defaults for new users. Step 1: Click the Your Account link on the Grainger.com Home Page. Step 2: Click the Account Administration link in the Account Administration section of the screen. Result: The Account Administration screen is displayed.
Account Registration, Continued Step 3: There are two choices used when setting default setting for new users. Use the following table to determine your next step. If you want users Then To register themselves to the account. Select option A. Click the radio button for either Full Rights or Limited Rights. Click the checkbox if the user Must submit all orders for approval. Click the checkbox if the user should not have order approval rights. Click the Update button. To be approved by a full rights user. Select option B. Click the Update button. Result: The procedure for setting registration defaults for all new users joining the account is complete.