SWAGELOK COLUMBUS CHARLESTON QUICK LOOK GUIDE USER-FRIENDLY GUIDE TO NAVIGATING SWAGELOK.COM
Swagelok Columbus Charleston Quick Look Guide/ WEB HOW TO SWAGELOK COLUMBUS CHARLESTON CONTENTS How to Register at Swagelok.com Searching for Products Finding Product Catalogs Adding Parts to Shopping Cart How to Upload Parts Adding Parts to My Favorites Creating a Quotation Online Purchasing Products Online page 3 page 3 page 4 page 4 page 5 page 5 page 6 page 6 02
t: 614.212.7766 e: info.scioto@swagelok.com w: columbus.swagelok.com HOW TO REGISTER To register online with Swagelok Columbus Charleston select Log In or Register button on the right hand side of the screen. A pop up will appear. Click Continue to Swagelok.com. Select Register Now and enter your personal details to complete the Registration Form. You will be asked to set your own memorable password and ID. STEP 3: Please read and accept the 3 site policies and select I m not a robot. Follow the on screen instructions then click Register. SEARCHING FOR PRODUCTS You can locate Swagelok products in different ways: 1: If you know the part number, you can type it in to the search bar in the upper right and click search icon. 2: Click on Buy Swagelok at the top of the page then select one of the product line pictures, such as fittings to narrow down your search. 3: Alternatively hover over products and click one of the drop down categories. Within each product line, you can narrow down your search. For example, click fittings then tube fittings and tube adapters then straights. You can narrow it down even further by selecting the body material, end connection size, and end connection type displayed on the left. 03
Swagelok Columbus Charleston Quick Look Guide/ WEB HOW TO FINDING PRODUCT CATALOGS Hover over products and click one of the drop down categories. Click on the Browse catalogs link at the bottom of the page. Select the catalog you would like to view. Alternatively you can use the search bar to find a specific product, and click catalog. ADDING PARTS TO SHOPPING CART ONCE LOGGED INTO YOUR ACCOUNT: OPTION 1: When you have found the product you require, click Buy or Quote along with the quantity to automatically add that part to your list. Select Add to list to add these parts to your favorites Here you will be asked to enter an order reference number, requested delivery date, special instructions, shipping method, billing and shipping address and payment options. OPTION 2: You can get parts from your Favorites found under My Account. Click Add to cart to buy or quote the products. Once you have all of the parts and quantities that you need, click Checkout at the bottom of the page. 04
HOW TO UPLOAD PARTS Select My Account then Upload Part List This will direct you straight to the how to upload a part list instructions. t: 614.212.7766 e: info.scioto@swagelok.com w: columbus.swagelok.com Download the Microsoft excel template. Use the formatted layout contained within the document to input your order. SAVE THE FILE IN A TEXT FORMAT STEP 3: Browse to search for the saved file and click Upload to Cart or Upload to Quote. YOU CAN ALSO ADD PARTS AND NOTES BY CLICKING BILL OF MATERIALS. ADDING PARTS TO FAVORITES Find the product you would like to add, click Add To My List. A pop up will appear. Select My Favorite Products or Add a Favorite Product List then Save. Here you can create different favorite lists and assign parts to your favorite lists STEP 3: To access your favorites list, click on My Account then Favorite List header. Click Add to cart to buy or quote the products in your favourite lists. The products you quote and buy on a regular basis will be stored in your favorites. 05
Swagelok Columbus Charleston Quick Look Guide/ WEB HOW TO CREATING A QUOTATION ONLINE Once you have searched products, you can select Quote. View and request quotes via the steps below. In My Account select Quote Request. Here you can review your parts or upload the parts you require. Enter your quote reference number and any special instructions. Submit Quote Take note of your quotation number. You will receive a confirmation email to the address registered with your account. PURCHASING PRODUCTS ONLINE Once you have searched products, you can select Buy. A pop up will appear. You have the options to Return to products, View Cart or Checkout check out. Checkout - Input your order information including your order reference number, special instructions and shipment options. Select Submit to place your order. View Cart - View all the products in your basket before selecting Checkout. Return to products - Search and add further products to your basket. 06