msc industrial 9/2011 - [email protected] with any questions . 20 assess...
TRANSCRIPT
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Introduction to CommerceMSC Industrial
9/2011
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2ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Logging on
Depending on the intent there are two user ids for certain people
One is the user id that allows ordering
Second user id allows approvals
� If the user is placing an order, the user id is the user’s email address without the ‘.com’, i.e. mscuser@mscdirect
� If the user has an order to approve the user id is the same as the user id preceded by ‘APPROVER_’, i.e., APPROVER_mscuser@mscdirect
� To view detailed instructions click on ‘Contact Us’
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3ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Your username is your email address without “.com”
Log-In Page for non-Approvershttp://commerce.workflowone.com
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4ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Home Page
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5ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Selecting a Catalog
Chose from either the images in the body of the screen or from the category’s
listed down the left side of the page.
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6ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Selecting an item
By choosing Business Cards
you are taken to a list of all
available envelopes within that
category for ordering
Choose Template indicates a
variable POD item
Order Qty allows a desired quantity
to be entered without having to
leave the page.
Notice the trail at the top of the
screenProducts>Corporate Stationery
Business Cards
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7ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Choosing a Template item
Preview a detail view of
the selected item.
Notice the information
below the item:
Item #
Item quantity available
Select Create NEWwhen ready to start
entering in the variable
information
Notice the trail above the item’s imageProducts>CORPORATE STATIONERY>BUSINESS CARDS>BUSINESS CARDS-MSC IND Direct
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Entering Variable Information
Fill in all pertinent information.
Be sure to enter all information
using the format shown in the
examples
Save to continue
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9ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Rendered Image
Item renders in a detail view with all entered info. Below the envelope you can:
Edit – to redo something you may have mistyped
Remove – to delete this item
View PDF – for a larger, crisp view of your rendered item (open to save)
If you are satisfied with the proof, simply add the Order Quantityfrom the drop down and click on Add to Order
Remember that YOU are responsible for the accuracy of the information entered
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10ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
View Cart – Cost Centers
Because there are more than 50 cost centers
available the system requires a search. Click
on the binoculars to enter in search
parameters. If you do not know the cost
center information click on the ‘To View your
Cost Centers Click Here’ to open a popup
and find the your cost center #.
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11ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
View Cart completed
Once your cost center populates, enter in ‘Special Instructions’. These help with the
product delivery.
Save Changes – if you want to adjust the qty
Cancel Order – remove the order information entirely
Continue Shopping – add more items to your cart
CHECK OUT>
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ShippingSelect your shipping address from the
drop down by selecting the binocular icon to search (see next page) or
simply create a new shipping address of your own.
Each time you log back on the newly created shipping address will be there.
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13ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Shipping Search
Since there are over 50 Shipping
Addresses available you must
select the binocular icon to
search.
The Advanced Search appears
where you can expand the box to
show several fields. Simply enter
in any parameter affiliated with
an address and hit search. A
drop down will appear where the
shipping address can be
selected.
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Submit
Order is ready to
be submitted-
Option exists to
email a copy of
the order to
another person.
VERIFY ALL
INFORMATION
SUBMIT!
Notice the Approval Required area – all orders must be approved!!!
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Submitted Order
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16ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Top Menu
Home – returns the user to the main page with catalogs
and order history
Products – list of catalog(s)
View Cart – saved items in cart
Orders – history of orders
Admin – area to adjust user information
Contact Us – contact information – help phone #
Log off – ends
Search box:
Searches:
Item #
Item description
Long detailed
description
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17ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Order Information
Orders area shows order
status(es)
Order Search•Order id – search by
sbmitted order #
•Date Range – enter in
start/finish date
•Last n Orders – last # of
orders submitted
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18ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
ADMIN - Changing User info
Once you have gotten
into the site you can
change your user
information at any
point:
••First NameFirst Name
••Last NameLast Name
••Email AddressEmail Address
••User NameUser Name
••PasswordPassword
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19ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Contact Us
Contact Maurice Rodriguez at
212.844.7105
Or
with any questions
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20ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Approver sign on
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21ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Landing page for an Approver
Approvers only have the ability to approve/edit/deny orders when logging on
Click on ‘Awaiting Approval’ for orders needing attention
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22ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Order Screen
Clicking on ‘Awaiting
Approval’ will expand
the screen to show all
Pending Orders.
Orders highlighted in
BLUE need attention.
Click on the blue order
id to proceed.
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23ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Approving OrdersOrder in its entirety is
displayed, to include, item,
user, shipping, billing
information, etc..
To continue, enter comments
and Approve, Decline or Edit
Order.
If approved the order is
complete. If declined the
order is cancelled and will
need to be re-ordered by the
user. User will be notified
automatically.
Any comments entered will
return back to the user in an
email indicating the order
status.
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24ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Editing Order
If ‘Edit’ is chosen, the approver has the ability to change:
Cost Center, Special Comments, Remove the item, and/or adjust the desired qty.
The option to add more items to the order is prohibited and unavailable.
In order to VIEW the item proof, simply click on the ID.
Check out to continue
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View/Edit Proof
Selecting the item name in
the view cart shows the detail
view. To view a larger image,
click on ‘View Proof’. This
will open a new window in
Adobe (make sure popup
blocker is turned off).
If an edit is necessary select
‘Edit’ and adjust applicable
fields.
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26ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Editing PDF (proof of b/c)
The feature to edit the item exists
as well as ‘View Proof’.
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27ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Editing order cont’d
Option to adjust the
Shipping method and
Shipping address are
also available to the
approver
Continue
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28ASSESS – STRATEGIZE – DESIGN – SOURCE – PRODUCE – DISTRIBUTE – MEASURE – REPORT – IMPROVE
Submitting Approved Order