Placing Order from the Catalogs: 1. Choose the Mechanical Solutions or the Controls & Instrumentation Tab. 2. Pick a category and drill down to a specific item. 3. Click on the item number to see the following information: Picture of Product List Price / Your Price Availability In Stock Out of Stock An expected ship date will be provided on the Acknowledgement which will be sent as soon as all items on this order have been scheduled. Product Details Literature available for downloading regarding this item Videos, if available Spare Parts and Accessories pertaining to this product 4. Enter Quantity of item. 5. Click on Add to Cart. Add to List means that this item will be put on a list of items you may purchase on a future order or repetitive basis. (See instructions below on how to use a List to enter an Order.) 6. Open other catalogs to select additional items to add to your Cart. 7. When done selecting items, click on the Cart Tab. 8. Select the proper Ship To address and click Continue. 9. At the Review Cart screen, you can continue to add items using the Item # and Quantity, the Order Pad or Import from Excel. When you have finished adding items, verify that you have met your minimum dollar amount if required. 10. Click on Proceed to Check Out. 11. On the People who bought these items screen is a listing of related products associated with the items you have chosen. You may add items or click on Proceed To Check Out. 12. On the Order Information screen, add a PO or Reference #, a Request Date, and email addresses of anyone else you would like to get a copy of the Confirmation. (You will get one based on your account information.) Click on Continue. 13. On the Order Summary screen, click Confirm Order if all information is correct. 14. On the Order Confirmation screen, is your Order Number. Your order has been created. Retain the order number for future reference. An email Confirmation will be sent to you shortly.
Placing Orders using Search: If you know the Item Number or part of the Item Description 1. In the top right corner, type the item number (or part of the item description) in the search bar and click on the arrow. If you know part of the item description 2. In the top right corner, type part of the description in the search bar and click on the arrow. If you need to be more specific about the search criteria, 3. In the top right corner, click on Advance Search. Definitions to help you search: Item Number type all or part of the number Short Description This is the description shown in Anytime. Body Material -- SS for Stainless Steel, Cast for Cast Iron, Connection Flanged, NPT, ANSI Manufacturing Description This is the description used on your Acknowledgement and Invoice. Long Description This description has most of the words spelled out rather than abbreviated. This provides the best search results Size size of connection as a fraction or whole number Continue with the order: 4. Enter Quantity of item(s). 5. Click on Add to Cart. Add to List means that this item will be put on a list of items you may purchase on a future order or repetitive basis. (See instructions below on how to use a List to enter an Order.) 6. Search for additional items to add to your Cart. 7. When done selecting items, click on the Cart Tab. 8. Select the proper Ship To address and click Continue. 9. At the Review Cart screen, you can continue to add items using the Item # and Quantity, the Order Pad, Searches or Import from Excel. When you have finished adding items, verify that you have met your minimum dollar amount if required. 10. Click on Proceed to Check Out. 11. On the People who bought these items screen is a listing of related products associated with the items you have chosen. You may add items or click on Proceed To Check Out.
12. On the Order Information screen, add a PO or Reference #, a Request Date, and email addresses of anyone else you would like to get a copy of the Confirmation. (You will get one based on your account information.) Click on Continue. 13. On the Order Summary screen, click Confirm Order if all information is correct. 14. On the Order Confirmation screen, is your Order Number. Your order has been created. Retain the order number for future reference. An email Confirmation will be sent to you shortly. Placing Orders using Order Pad: This is a quick way to enter an order if you know all the item numbers for your order. 1. From the Home screen, click on the down arrows on the Order Pad on the upper right hand side of the screen. 2. Enter Item #, Tab, enter Quantity, Tab 3. Repeat. 4. If you need more lines, click on Add More 5. When you have entered all items, click on Add to Cart 6. Select the proper Ship To address and click Continue. 7. At the Review Cart screen, you can continue to add items using the Item # and Quantity, the Order Pad, Searches or Import from Excel. When you have finished adding items, verify that you have met your minimum dollar amount if required. 8. Click on Proceed to Check Out. 9. On the People who bought these items screen is a listing of related products associated with the items you have chosen. You may add items or click on Proceed To Check Out. 10. On the Order Information screen, add a PO or Reference #, a Request Date, and email addresses of anyone else you would like to get a copy of the Confirmation. (You will get one based on your account information.) Click on Continue. 11. On the Order Summary screen, click Confirm Order if all information is correct. 12. On the Order Confirmation screen, is your Order Number. Your order has been created. Retain the order number for future reference. An email Confirmation will be sent to you shortly.
Place an Order by Uploading List from Excel 1. Create a file in excel. a. The first row can have any text you need. It is not copied into Anytime. b. The first column must be the Item Numbers. c. The second column must be the Quantity. This quantity must be a whole number (no decimal points). d. All other columns will be ignored in the Upload. They may contain any other information you need. 2. From the Home Screen, choose the Customer Self Service Tab. 3. Choose Upload Items from Excel. 4. Click on Browse and choose the file you just created. 5. Enter the Sheet Name (ie. Sheet1 or whatever you renamed it) 6. Choose Upload To Cart. 7. Click on the Cart tab. 8. Select the proper Ship To address and click Continue. 9. At the Review Cart screen, you can continue to add items using the Item # and Quantity, the Order Pad, Searches or Import from Excel. When you have finished adding items, verify that you have met your minimum dollar amount if required. 10. Click on Proceed to Check Out. 11. On the People who bought these items screen is a listing of related products associated with the items you have chosen. You may add items or click on Proceed To Check Out. 12. On the Order Information screen, add a PO or Reference #, a Request Date, and email addresses of anyone else you would like to get a copy of the Confirmation. (You will get one based on your account information.) Click on Continue. 13. On the Order Summary screen, click Confirm Order if all information is correct. 14. On the Order Confirmation screen, is your Order Number. Your order has been created. Retain the order number for future reference. An email Confirmation will be sent to you shortly.
Placing an Order Using My List(s) Creating a My List: If you create an order that is very similar to orders you place on a regular basis, then creating a My List might be helpful. A My List is a template for an order. You can create numerous lists. 1. Create an order by any of the methods above. 2. Before clicking on Proceed to Checkout, click on Add to My List. 3. On the List Item(s) Add screen, create a List by clicking on Add New List. a. Give the list a name and Description (optional). b. Click Add. 4. Back on the List Item(s) Add screen, there is a list of items that were on the order you wanted to turn into a template. Choose the name of the List you want to save any or all the items to. 5. Select or deselect the items you want on the new My List. 6. Click on Add Items. 7. You are now back on the Review Cart screen to continue with the order you were entering. Your new My List is ready to be used the next time you want to create a similar order. Using a My List: 1. From the Home screen, choose the Customer Self Service tab. 2. From the List Maintenance screen, select the appropriate List. 3. Click on Manage Item Associations / View Items on List. 4. Click on Add all Items to Cart or select the specific items you want to order and click on Add selected item(s) to Cart. 5. Click on the Cart tab and continue with your order. Creating Order by Copying a Previous Order 1. From the Home screen, click on the Customer Self Service tab and choose Order Inquiry. 2. From the Address Selection screen, choose a specific address. Click on View Orders. 3. On the Order Inquiry screen you can select an older order to copy in several ways. a. By Order Number b. Your PO Number c. Use a date range. The default range is 30 days. d. By Order Type S1 is a standard Order, SQ is a Quote e. By Item # f. By Ship Date 4. Choose the order and click on Show Details. 5. Click on Reorder and items will be added to your Cart. 6. Continue Shopping or Proceed to Check Out.
Creating a Quote: 1. From the Home Screen, choose your shipping location. 2. Add items to your cart using any of the following methods: Viewing the Catalogs Search Order Pad Using a My List Excel Import 3. View your cart. Confirm your Ship To address Click on Continue 4. From the Review Cart Screen, click on Create Quote Order. Add any additional related items Click on Proceed to Check Out 5. From the Payment Information, add a PO or Reference Number Click on Continue 6. From the Order Summary Screen, review your quote details Click on Confirm Quote 7. On the Order Confirmation Screen, you will see that your quote has been confirmed, a quote number and other options. You may print out the quote or check your email for a Quote Confirmation. This quote is valid for 30 days.
Changing a Quote to an Order: 1. From the Home page, choose the Customer Self Service tab. a. Choose Order Inquiry b. Choose the proper Ship To Address c. Click on View Orders 2. On the Order Inquiry Screen, you will see all orders and quotes from the last thirty days. Quotes have an Order type of SQ. a. Select the quote you would like to turn into an order. b. Then choose Show Details. 3. On the Order Details screen, review the order details a. Click on Reorder to have all items place in Cart. 4. Review your Cart. a. Add items, change quantities, etc. b. When complete, click on Proceed to Check Out. 5. Add any additional related items and then Proceed to Check Out. 6. On the Payment Information Screen, add a PO or Reference Number. a. Click on Continue. 7. Review the Order Summary and Confirm Order. 8. On the Order Confirmation Screen, you will see that your order has been confirmed, an order number and other options. You may print out the order or check your email for an Order Confirmation.
Customer Self Service Order Inquiry This can be used to view previous orders, resend Confirmations, see Invoices and Track Shipments. 1. From the Home screen, choose the customer Self Service tab and pick Order Inquiry. 2. Select a specific address or all addresses. Click View Orders. 3. On the Order Inquiry Screen, you can select order to review by: By Order Number Your PO Number Using a date range. The default range is 30 days. You can be more specific by using the calendar selectors. By Order Type S1 is a standard Order, SQ is a Quote By Item # By Ship Date 4. Choose the appropriate action Show Details of an order Resend an Order Confirmation or Quote Look at Invoices Track Shipments See which items were sent and link to the tracking number. Change Password 1. From the Home screen, click on Customer Self Service and choose Change Password. 2. Enter the Old and New passwords as requested. 3. Click on Change Password. 4. Use your new password the next time you log in. Invoice Inquiry 1. From the Home screen, click on Customer Self Service and choose Invoice Inquiry. 2. Select the appropriate address and click View Invoices. 3. Select an Invoice or narrow your search by entering the exact Invoice Number or Date Range. 4. Choose Show Invoice Details.