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MSD Online Website

User Guide

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Last Updated: 6/6/2017

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MSD Website Userguide

Table of Contents

SECTION 1: SIGN IN .......................................................................................................................................................... 4

LOG INTO MSDONLINE.COM ....................................................................................................................................................... 4

VIEW/CHANGE LOGGED IN ACCOUNT ........................................................................................................................................... 5

SECTION 2: GENERAL NAVIGATION .................................................................................................................................. 6

SECTION 3: ADDING PRODUCTS TO CART ......................................................................................................................... 7

BROWSE FOR PRODUCTS ............................................................................................................................................................. 7

SEARCH FOR PRODUCTS .............................................................................................................................................................. 8

REVIEW PRODUCT DETAILS.......................................................................................................................................................... 9

QUICK ORDER ......................................................................................................................................................................... 10

MY LISTS ............................................................................................................................................................................... 11

REORDER ............................................................................................................................................................................... 12

SECTION 4: CHECKOUT PROCESS .....................................................................................................................................14

CART .................................................................................................................................................................................... 14

BILLING & SHIPPING DETAILS ..................................................................................................................................................... 15

PLACE ORDER ......................................................................................................................................................................... 16

ORDER CONFIRMATION ............................................................................................................................................................ 17

SECTION 5: MY LISTS .......................................................................................................................................................18

ADD PRODUCTS TO A LIST ......................................................................................................................................................... 18

ADD PRODUCTS TO CART FROM A LIST ........................................................................................................................................ 19

EDIT A LIST ............................................................................................................................................................................. 20

SECTION 6: SAVED ORDERS .............................................................................................................................................21

SAVE A CART .......................................................................................................................................................................... 21

RETRIEVE A SAVED CART ........................................................................................................................................................... 22

SECTION 7: MY ORDERS/TRACK ORDERS .........................................................................................................................24

REVIEW ORDER HISTORY .......................................................................................................................................................... 24

REVIEW BACK ORDERS ............................................................................................................................................................. 26

TRACK ORDERS ....................................................................................................................................................................... 27

SECTION 8: INVOICES ......................................................................................................................................................28

SECTION 9: PATIENTS DASHBOARD (PHD USERS ONLY) ...................................................................................................30

ACCESS LIST OF PATIENTS ON THE ACCOUNT ................................................................................................................................. 30

ADD NEW PATIENT .................................................................................................................................................................. 31

REVIEW PATIENT INFORMATION (NAME, ADDRESS, PHONE) ........................................................................................................... 32

EDIT PATIENT INFORMATION/ADD ADDRESS FOR PATIENT .............................................................................................................. 33

ADD TO CART FROM PATIENT PRODUCT LIST ................................................................................................................................ 34

REVIEW PATIENT ORDER HISTORY .............................................................................................................................................. 35

SECTION 10: USER ADMINISTRATION (ADMIN USERS ONLY) ...........................................................................................36

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CREATE NEW USER .................................................................................................................................................................. 36

ADD EXISTING USER TO ANOTHER ACCOUNT ................................................................................................................................ 38

INACTIVATE A USER.................................................................................................................................................................. 41

SECTION 11: MANAGING YOUR ACCOUNT ......................................................................................................................43

CHANGE YOUR PASSWORD........................................................................................................................................................ 43

VIEW ADDRESSES ON THE ACCOUNT ........................................................................................................................................... 44

VIEW/CHANGE LOGGED IN ACCOUNT ......................................................................................................................................... 45

SECTION 12: CONTACT US ...............................................................................................................................................45

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Section 1: Sign In

Log into MSDonline.com

Step Action

NOTE MSDonline is currently supported in the latest version of Google Chrome, Internet Explorer (v.10 and above), Safari, and Mozilla Firefox. MSDonline is also supported on most mobile devices (e.g. tablets, smart phones).

1 Go to: https://msdonline.com

2 Click Sign In button in the top navigation header

3 Type in your Username (Your email address)

4 Type in your Password

NOTE Use the Forgot Password feature for initial login or to reset your password

5 Click Sign In button

NOTE Contact your company’s Administrator or MSD Customer Service for log in assistance

1

3 4

5

2

https://msdonline.com/

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Select Customer and Ship To

Step Action

NOTE This screen will be bypassed if your username is only associated with one account/ship to

1 Click radio button next to Customer Type Bulk: Standard delivery program PHD: Patient Home Delivery program Long-Term Care: Nursing Home delivery program

NOTE The Customer Type options will be bypassed if your username is only associated with one Customer Type

2 Click Select a Customer dropdown

NOTE Only the first 5 accounts (alphabetically) will appear in the dropdown. Use the “Search for Additional Accounts” field to locate other accounts.

3 In Search for Additional Accounts field, type Account Number or Name

4 Click desired Customer Account from the dropdown

NOTE If account only has one Ship To, it will default automatically

5 Select Ship To

6 Click Submit

View/Change Logged In Account

Step Action

1 Hover over My Account in top navigation header

2 Locate the logged in Customer Account Number/Name

3 Click change to select a new Customer Account/Ship To

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Section 2: General Navigation

Feature Feature Description

A MSD Logo Clicking the MSD Logo navigates to the MSD homepage

B Contact Us Navigates to the Contact Us page that contains MSD contact information

C Quick Order Navigates to the Quick Order functionality, which allows users to easily add multiple products to the cart (See “Quick Order” in Section 3: Adding Products to Cart)

D My Lists Navigates to the My Lists functionality, which allows users to easily access their favorites lists (See Section 5: My Lists)

E Dashboard Navigates to the Dashboard page, which includes the following functionality:

Customer Information Tab

Customer Address (See Section 10: Managing Your Account)

Invoices (See Section 8: Invoices)

My Orders/Track Orders (See Section 7: My Orders/Track Orders)

Saved Orders (See Section 6: Saved Orders)

User Administration (See Section 9: User Administration)

User Information Tab

Change Password (See Section 10: Managing Your Account)

Hint: Hover over Dashboard to view logged in Account or change to a different Account/Ship To

F Log Out Signs the user out of MSD Online

G Cart Navigates to the Checkout page, which allows users to save their cart or begin the checkout process

H Navigation Dropdowns Allows the user to browse MSD Online products, services, and other company information

I Breadcrumb Navigation Allows the user to easily return to pages in their navigation path

J Search Icon Allows the user to search for products by keyword or item #

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Section 3: Adding Products to Cart

Browse for Products

Step Action

1 Hover over Navigation Titles with or to expand menus

2 Click to expand category and to minimize category

3 Click desired category title to navigate to its page

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Search for Products

Step Action

1 Click the Product Search Icon

NOTE The Search Box replaces the Navigation Dropdown menus

2 Type product keywords or item # in Search Box

3 Click to search for results

4 Use Sort dropdown options to reorder the search results

5 Use Filter dropdown options to refine the search results

NOTE Change Quantity (Qty), Change Unit of Measure, and Add to Cart functionality are available from Search Results

6 Click product image or product name to open product details

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Review Product Details

Step Action

1 Review Product Overview, including Product Code and image

2 Review Product Description

3 Review Complementary Products (i.e. related items)

4 Review Similar Products (i.e. substitute items)

5 Select desired UOM (Unit of Measure) from dropdown, if applicable

6 Review Product Price for the logged in account

7 Type desired Quantity

8 Click Add to Cart to begin Checkout process. See Section 4: Checkout Process for more details Click Add to List to create or add to a List for future purchasing. See Section 5: My Lists for more details.

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Quick Order

Step Action

1 Click Quick Order in top navigation header

2 Type keyword or product #

NOTE Items will filter in dropdown below the field based on what you’ve entered

3 Click on desired item

4 Type desired Quantity (Qty)


6 Click Add All to Cart & Checkout. See Section 4: Checkout Process for more details

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My Lists

Step Action

1 Click My Lists in top navigation header

2 Select List from dropdown

NOTE Click a column heading to sort the items in the list by that criteria

3 Click Add to Cart for individual items or click Add All to Cart

NOTE Best practice is to Add All to Cart and edit quantities/delete items in the Cart. This ensures the List remains unedited.

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Reorder

Step Action

1 Click Dashboard in top navigation

2 Click My Orders/Track Orders on Customer Information tab

3 Click on Order Date or Order # on Order History

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Reorder (Continued)

Step Action

4 Click + Your Order button to expand section

5 Click Reorder next to item(s) to add to cart

NOTE Items will be added at the UOM and Qty from the original order

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Section 4: Checkout Process

Cart

Step Action

NOTE Add products to cart (See Section 3: Adding Products to Cart for more details)

1 Click Cart in top navigation header to navigate to the Cart page

2 Type in Quantity to modify product quantities as necessary

3 Click UOM dropdown to modify units of measure as necessary

4 Click Update Cart, if any modifications made in Steps 2 or 3

NOTE The Stock Level indicator will display below each product based on the stock availability at the customer’s default DC:

In Stock: Quantity in cart is currently available at the Default DC

X Items available. X items backordered*: Quantity in cart is not fully available from the

Default DC. One or more items will be backordered

Please Contact Us for Availability*: Product may not currently be available for the following

reasons, including but not limited to: quantity not available in the Default DC, discontinued product no longer available, or product inventory is restricted. Contact the Customer Service team for more specific information.

* Products that have a “Call Us for Availability” or “Backordered” indicator can still be added to your cart. Back orders will be filled manually (as available) by the MSD Customer Service team.

5 Click X to delete item(s), as necessary

NOTE Click Save Cart to save the order without checking out. See Section 6: Saved Orders for more details. Click Clear Cart to remove all products from the Cart. Click Continue Shopping to continue searching for products

6 Click Checkout

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Billing & Shipping Details

Step Action

7 PHD Users Only: Select Patient name and address

8 Select Shipping Method from dropdown

9 Enter Delivery Instructions, if desired

10 Enter a unique PO Number (required field)

NOTE Scroll down on the Billing & Shipping Page to proceed to the Order Summary

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Place Order

Step Action

11 Select checkbox to accept the MSD Terms and Conditions

12 Click Place Order

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Order Confirmation

Step Action

13 Click Export to retrieve data in Excel

14 Click Print to open browser printer window

15 Click order history to navigate to the My Orders/Track Orders screen

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Section 5: My Lists

Add Products to a List

Step Action

NOTE See “Browse for Products,” “Search for Products,” and “Review Product Details” in Section 3: Adding Products to Cart to locate desired product


2 Type desired Quantity

3 Click Add to List

NOTE The Add to My Lists dialogue box will display

4 Select List from dropdown (If creating a new list, leave the default selection “Create New List”)

5 If creating a new list, type List Name in Create New List field; otherwise, leave blank

6 Click Add to My Lists button

NOTE Lists are maintained at an Account level. All edits made to lists (including deleting lists) will be effective for all users on the account.

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Add Products to Cart from a List

Step Action



NOTE Click a column heading to sort the items in the list by that criteria

3 Click Add to Cart for individual items or click Add All to Cart

NOTE Best practice is to Add All to Cart and edit quantities/delete items in the Cart. This ensures the List remains unedited.

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Edit a List

Step Action



3 Change Unit of Measure and Quantity for items as desired

4 Click X to delete items as desired

Note Click Delete List button to remove the entire list

5 Click Save

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Section 6: Saved Orders

Save a Cart

Step Action

NOTE Add products to cart (See Section 3: Adding Products to Cart for more details)

1 Click Cart in top navigation header

2 Type in Quantity to modify product quantities as necessary

3 Click UOM dropdown to modify units of measure as necessary

4 Click Update Cart, if any modifications made in Steps 2 or 3

5 Click X to delete item, as necessary

6 Click Save Cart

Note This will remove all items from the existing Cart and create a Saved Order

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Retrieve a Saved Cart

Step Action

1 Click Dashboard in top navigation header

2 Click Saved Orders in Customer Information tab

NOTE Saved Orders can also be retrieved by hovering over the Cart

3 Click + to expand and – to collapse the Search Saved Orders pane

4 Click on the associated Date to open the Saved Order

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Retrieve a Saved Cart (Continued)

Step Action

5 Click Place Saved Order to add all items in the order to the Cart

NOTE Delete Saved Order functionality available on the Saved Order Details page

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Section 7: My Orders/Track Orders

Review Order History

Step Action


2 Click My Orders/Track Orders in Customer Information tab

3 Click + to expand and – to collapse the Search Orders pane

4 Click on the Order Date or Order # to open the Order

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Review Order History (Continued)

Step Action

5 Review general order details

6 Click the + Your Order button to expand to review a full list of items/ quantities in the original order

7 Click the + Open Items button to review any items in the order have not been processed

8 Click + to expand information related to each Pick Ticket

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Review Back Orders

Step Action

NOTE Review Steps 1 to 4 above (in Review Order Details) to navigate to the Order Details

9 Click the + Open Items button to review any items in the order have not been processed, including back orders

10 Review Qty Backordered column

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Track Orders

Step Action

NOTE Review Steps 1 to 4 above (in Review Order Details) to navigate to the Order Details

11 Click on Tracking Number within Order Details

Step Action

NOTE You will be navigated to the Carrier site that shipped the order

12 Review Delivery Details (Note: This example is specific to FedEx for sample purposes; other carrier layouts will vary)

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Section 8: Invoices

Review Invoices

Step Action


2 Click Invoices in Customer Information tab

3 Click + to expand and – to collapse the Search Invoices pane

NOTE Use the Export button to open the list of invoices in an Excel document

4 Click on the Invoice Date or Invoice # to open the Invoiced details

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Review Order History (Continued)

Step Action

5 Review Invoice Details

6 Click Print to open browser printer window

7 Click Export to retrieve data in Excel

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Section 9: Patients Dashboard (PHD users only)

Access List of Patients on the Account

Step Action


2 Click Patients tab

3 Review existing patients on account

4 Search for patient by name or MRN and click the Search Icon

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Add New Patient

Step Action

1 Click Patients tab from the Dashboard

2 Click + Add Patient button

Step Action

3 Enter the Patient Details, including Name, MRN, Address, etc.

4 Click + Add Address if additional address(es), if applicable

5 Click Submit

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Review Patient Information (Name, Address, Phone)

Step Action



NOTE Select a patient by clicking the Patient Name. See “Access List of Patients on the Account” in this Section 9: Patients Dashboard (PHD users only) for more details

3 Click Patient Information

4 Reviewing existing patient information

5 Click Edit Patient Information button

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Edit Patient Information/Add Address for Patient

Step Action

NOTE Review Steps 1 to 5 above (in Review Patient Information (Name, Address, Phone) to navigate to the Edit Patient screen

6 Make changes to any of the Patient Details

7 Click + Add Address to additional address(es), if applicable

8 Click Submit

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Add to Cart from Patient Product List

Step Action




3 Click Product List

4 Adjust UOM, if applicable

5 Enter Quantity

6 Click Add to Cart icon

7 Click Proceed to Checkout to navigate to the Cart with the patient pre-populated in the Checkout process

NOTE Clicking the Cart icon will not pre-populate the patient in the Checkout process

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Review Patient Order History

Step Action




3 Click Order History

4 Click Order Date or Order $ to open the order details

NOTE See “Review Order Details,” “Review Back Orders,” and “Track Orders” in this Section 7: My Orders/Track Orders for more details about reviewing specific orders

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Section 10: User Administration (Admin users only)

Create New User

Step Action


2 Click User Administration in Customer Information tab

3 Click Create New User button

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Create New User (Continued)

Step Action

4 Enter User Name (Email address)

5 Enter Password

6 Enter First Name and Last Name

7 Enter Email Address

8 Select User Role from dropdown (Administrators can add other users, Buyer 3’s cannot)

9 Click Save button

Step Action

10 Click Assign/Edit Ship To(s), if applicable

11 Click Save button

NOTE If the username already exists on MSDonline for a separate account, see next section: “Add Existing User to Another Account”

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Add Existing User to Another Account

Step Action

NOTE An Existing User is someone that has a username with MSDonline through a different account. In this example, Lucy Smith ([email protected]) already has a Username associated with Account 000002. Now she needs to be added to Account 000003.

1 Hover over Dashboard in top navigation header

2 Click change

3 Select the Customer (Account) to which you want to add the user

4 Click Continue button

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Add Existing User to Another Account (Continued)

Step Action


6 Click User Administration

7 Click Add Existing User button

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Add Existing User to Another Account (Continued)

Step Action

8 Click Add button next to desired Username

9 Click Back button to return to the User Administration page

NOTE Lucy Smith ([email protected]) will now appear on the User Administration page

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Inactivate a User

Step Action

1 Click My Account in top navigation header

2 Click User Administration

3 Click on desired Username

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Inactivate a User (Continued)

Step Action

4 Click on the Active checkbox to uncheck it

5 Click Save

NOTE The user will now be inactive. Previous credentials will no longer allow access to the website.

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Section 11: Managing Your Account

Change Your Password

Step Action


2 Click User Information tab

3 Enter Existing Password

4 Enter New Password

5 Click Save

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View Addresses on the Account

Step Action

1 Click My Account in top navigation header

2 Click Addresses

3 View Billing Information and Shipping Information

NOTE For Patient Home Delivery (PHD) customers, the Shipping Information will not appear, since it will vary by patient.

NOTE Contact Customer Service if any changes are needed

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View/Change Logged In Account

Step Action

1 Hover over Dashboard in top navigation header

2 Locate the logged in Customer Account Number/Name

3 Click change to navigate to the Customer Selection page

4 Select the desired Customer (Account) and Ship To

5 Click Continue

Section 12: Contact Us

Thank you for your interest in MSD, the nation’s leading full service medical supply and biomedical equipment

distributor.

If you have any questions, please contact MSD Customer Service:

Phone: (800) 967-6400

Email: [email protected]

Fax: (866) 491-2665

Corporate operating hours: 8AM- 8PM EST Monday through Friday

mailto:[email protected]

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