Customer Portal Website 2013

FAQ’s

Table of Contents

First Time Log In to New Customer Portal - Initial Reset Password ................................................. 3

Forgot Password ........................................................................................................................................ 7

Request an Account ................................................................................................................................... 8

Browse for Product by Category or Brand ........................................................................................... 10

Browse by Brand .................................................................................................................................. 11

Browse by Category ............................................................................................................................. 12

Quick Upload ........................................................................................................................................... 15

Quick Entry ............................................................................................................................................... 16

Adding To Cart ........................................................................................................................................ 17

Viewing and Editing Products in Cart .................................................................................................. 19

Submitting Your Order ........................................................................................................................... 21

Order History ........................................................................................................................................... 23

Ordering from Order History or Past Invoices ................................................................................ 24

Search ......................................................................................................................................................... 27

Product Search ...................................................................................................................................... 29

Publications ............................................................................................................................................... 32

Reports ....................................................................................................................................................... 33

Edit Profile ................................................................................................................................................ 34

Manage Users on Your Account ............................................................................................................ 35

Changing Warehouse or Location ......................................................................................................... 39

First Time Log In to New Customer Portal - Initial Reset Password

You no longer need to select east or west; it is one portal for all users.

The first time you go to the new customer portal you will be asked to create a new password

and set a security question. You can use the same password you always had as long as it fits

the password standards.

After you have set this password you can successfully log into the new Customer Portal.

The first time you log in, you will be asked to accept the terms and conditions of the site. You

must scroll down to the end of the page, click the accept box and the next button.

Once you are logged in, you can change your password at any time by clicking the “Edit

Profile” link in the upper right of the screen.

Forgot Password

You no longer have to call to get a password reset. You can click the “Forgot Password?” link

on the log in page and fill in the appropriate information. This will email you your password.

If you do not remember your security question you can call Customer Service and they will

reset your password for you.

Request an Account

If you do not currently have a UNFI Customer Portal account you can request one by clicking

the “Request Login” link on the log in page.

You will receive a notification email that your request for an account has been submitted to

UNFI. UNFI will then review your account.

Once UNFI approves your account, you will receive an email confirmation from UNFI. This

may take a day or two.

Browse for Product by Category or Brand

You can browse for products by category or brand. Click on the products menu in the primary

navigation and select “Brands” or “Categories”. Choose any category you like. For Brands you

can select the letter of the brand name you like, the page will load with all the brands UNFI

carries that start with that letter.

Browse by Brand

Browse by Category

Once you have selected a brand or category, the page will load with products from that brand

or category, prices, product codes etc.

From these pages you can quickly select your quantity and add to cart by either clicking “add to

cart” at the end of the row for the product you desire or, by selecting the check box to the left of

the row in order to submit multiple products at a time. Then click “Submit Selected” at the top

right of the screen

You can view product descriptions, details and nutritional info by clicking on the product code.

If a camera icon appears next to the product number it means there is a photo available for that

product.

When you click on the product code it will open a pop up window with more info. You can add

items to cart from this pop up window as well.

Quick Upload

You can continue to upload your order via a CSV or TXT file just like you always did. Go to

Orders/ Upload

You can use the same file format you always used.

Quick Entry

Quick entry allows you to enter orders quickly by typing in product codes and quantities and

selecting “Add Item”.

BE SURE to click “Add to cart” in the upper right before you leave the page or your items will

not go into your cart.

Adding To Cart

You can add to cart from the browse product pages, quick entry, order history or upload order

pages. This is easy to do.

1. Be sure to select a quantity before adding to cart.

2. Add single items to cart by clicking “add to cart” at the right of the row.

3. Or add single items to cart from product pop up window.

4. Or add multiple items to cart by

a. Selecting line items by checking the check box in the left column

b. Then select the “Add Selected to Order” Or “Add All to Order”

Or you can add all items to cart easily if all the items on the page have a qty. Click “Add All to

Order”

Viewing and Editing Products in Cart

You can access your cart from the “cart” icon in the upper right of the screen or clicking

“Orders” on the primary navigation.

Once in the cart you can see all the items you added to cart.

You can edit your cart by clicking “edit” in the right column.

This will open a pop up window where you can review the cart item details. You can modify

by clicking “edit” again on the right and changing your quantity or department.

Submitting Your Order

If you are a manager and have the ability to submit orders you can do so from the cart. You can

submit a partial order or you can submit all the items in your cart at one time.

To submit all click “Submit All” in the lower right of the screen

To submit only a partial order, click the check box on the left of the row you wish to submit and

click “Submit Selected” in the lower right of the screen.

Order History

You can view your order history by going to “Orders/Order History” from the primary

navigation.

From here you can see the status of an order. In progress or processed.

You can click on the “details” button on the far right of row for any past order to see the items

you ordered, and quantities etc.

Ordering from Order History or Past Invoices

You can easily place orders from previous orders by going to order history, selecting either a

“submitted orders” from the “Transactions” drop down menu, or selecting “invoices” from

the drop down and picking an invoice you want to order from.

Simply click the “details” button to the right of the row of the order you want to use to select

items for your next order. (Please note: that this portal is launching in October 2013 and

therefore you will not have orders in your order history prior to that. You will however have

invoices that date 6 months back.)

You will see a details pop up window. From that window you can adjust your quantity, put

single items in your cart for another order or even place the whole order again.

Search

You easily search for products, brands, descriptions and publications right from the search field

in the upper right of the screen. Simply choose a selection from the search drop down menu.

Type in a word or product code and you will receive results.

For example: Search on all content, cheese.

I can add a product directly to my cart from the search results page, or click on the product to

get the product details.

Product Search

The advanced product search is still available. Click on products “Product Search” and chose

any of the options to narrow down your choices.

Publications

The publications section contains all the important resources you need. Catalogs, pricelists,

specials, new products, marketing programs, trends and educations tools.

Click on publications in the top menu and select any of the options on the left.

You can use the filter options to narrow your results.

Reports

Your reports are accessible via the Reports tab in the primary navigation. In this section you can

run invoice reports, turnover, usage, ongoing deals and more.

Edit Profile

All users can keep their personal information up-to-date at all times by clicking on the “Edit

Profile” link located at the top right of the screen. You can reset your password, change your

username, phone number and more.

Manage Users on Your Account

Managers can easily manage the access privileges of users on their account by clicking on “Edit

Profile” in the top, scroll down the User Profile page to the “your accounts” section.

Z

In this section you can, click request an account to add a new user. This will send a request to

UNFI to activate the user, once that user is activated they will be notified via email. Once they

are activated they will also appear in your “assigned” users for that account.

Manage your assigned users by clicking “assigned users” in the row for the account you want

to manage.

This will pop up a window with your users listed. You can use the search fields at the top to

filter users and find the one you need. You can then change their permissions to no access,

manager, or member.

Changing Warehouse or Location

If you are associated with more than one account, you can change the default account you are

browsing the site with at any time by clicking on “Change” in the upper right of the screen.

Your default account is shown in the upper right section of the screen. This tells you which

account you are using to browse the site.