User Guide

Logging In

Log in in by visiting https://ts360.baker-taylor.com. You’ll be prompted for your username and password on

the right-hand side of the screen. After your information is entered, click the orange ‘Log In’ button.

A great feature of both the log in page and homepage is that each features titles that change periodically so

you have a fresh perspective on titles that are up & coming, relevant, and bestselling right when you login!

*Log in Tip: Check the ‘Remember Me’ box above the Login button for easy access each time you visit the

site.

Getting Acquainted with the Homepage

The homepage provides you with every tool that you’ll need to navigate through the TS 360 site with ease. Please read

the captions below for further information on the types of functionalities each section provides.

Standard search functions can be

found at the top of the page: Product

Search, Advanced Search Link, and

Saved Search Link.

The main tool

bar is located

just below the

standard search

functions. From

here, you can

browse titles,

view

promotional

materials,

manage and

upload carts,

connect to

Online

Customer

Support,

manage your

TS360 profile,

and much

more.

Viewing and

managing your

carts is easy –

click on the

orange ‘Carts’

sidebar

displayed on all

pages of this

website to bring

you the full list

of your current

and past carts.

If you need

assistance at any

time while

navigating the site,

click on the link in

the ‘Need Help?’

box on the bottom

right of your

screen. The link

will flash ‘We’re

Online’ during

office hours, and

you will be able to

start a live chat.

The link will flash

‘We’re Offline’

during closed

hours in which you

will be able to

leave a message

for our tech

support team.

My Preferences: Customizing Your TS 360 Experience

To customize your user experience, click on ‘My B&T’ located on the top tool bar. Choose ‘My Preferences’ from the dropdown menu.

After clicking ‘My Preferences,’ you will be taken to the following screen *the screen below is for Retail customers only*:

In the General Tab, you have the ability to update your email address, change your password, and customize your search

and cart preferences.

*My Preferences Tip: We suggest setting the ‘Search Result Sort By’ product search preference to ‘Popularity’ to ensure

you retrieve the most relevant titles every time you complete a search.

The ‘My Preferences’ screen below is for Library & Education customers only:

Searching

The Product Search function provides access to the powerful TS 360 search capabilities. It’s a quick way to look up specific information on a title using ISBN, UPC or KEYWORDS information. You have already refined your search if you have completed the fields in the ‘My Preferences’ screen. To begin your product search, enter your search query into the textbox (ISBN, UPC or KEYWORDS) field and click the search icon or hit the enter button. If you would like to refine your search results even more, use the ‘Refine Your Search’ column to the left of the search results. You can filter results by Product Type, Included Format, Release Date, etc. Additional sort options can be found in the ‘Sort By’ dropdown menu. If you set your ‘Search Result Sort By’ preference to ‘Popularity,’ your results will always sort by popularity first, but we offer the flexibility to alter the ‘Sort By’ method with each search if needed.

*Searching Additional Feature: TS 360 gives you the option of emailing title information to a friend. Simply click on the

envelope icon located below the discount. When the icon is clicked, the ‘Email Content To A Friend’ pop up box will

appear. Mulitiple email addresses can be entered (be sure to separate the email addresses by a semicolon).

Advanced Search

TS 360’s innovative search capabilities also features an Advanced Search function. Click on the ‘Advanced Search’ link

located to the right of the product search textbox.

To begin your advanced search, you must first select the product type by choosing one of the product tabs (books, music or movies). Then, using the drop down, select the search terms you would like to use in your advanced search (keywords, title, subject, etc.) and enter your search query into each applicable textbox. Click the search button if you’ve added all of your search indicators. To increase your search criteria, click on the ‘add more terms’ button. If you are entering multiple search queries, please include a Boolean operator (AND, OR, NOT). An asterisk (*) is a multiple character wildcard. A question mark is a wildcard that signifies a one-character variable; e.g. L?S would yield titles containing both Los Angeles and Las Vegas. You may also filter your search further by selecting items in the ‘Filters’ section. You can filter by Format, Publish Date, Publish Status, Edition, and Language.

Format

Publish Date

Once you have chosen your specified search terms and filters, click the ‘Search’ button. If this is a search that you would

like to save and use on a routine basis, click on the ‘Save This Search’ button located at the top of your search results. A

new pop up will appear in which you can name your search to easily identify your saved searches. Click ‘Save’ after

naming your search.

To retrieve your saved search at any time, click on the Saved Searches link located in the Product Search toolbar at the

top of each page.

Publish Status

Creating & Managing Carts

There are three different ways to create a new cart. One method is by using the ‘Manage Carts’ link under Carts located

in the homepage toolbar. After clicking on ‘Manage Carts,’ click on the New Cart button located on the right side of the

page just above the cart list.

Enter the Cart Name and PO #, choose which account you would like the order to be placed under and which folder you

would like the cart to be placed in (you have the option to create a new folder, see New Folder button). Also choose

whether you would like this cart to serve as your Primary Cart. Your Primary Cart will always be featured at the top of

every page in TS 360 for easy access. Click OK.

A new cart can also be created when searching titles. After your search results populate, hover over the ‘Add’ button

next to the desired title; click on ‘Add To A Cart.’ Tip: You can select more than one title for your primary cart by clicking

on ‘Add Page’, ‘Add All,’ or ‘Add Selected to Cart’ (after selecting the desired titles). Please note these functions will add

to your Primary Cart only.

The ‘Carts’ tab will open on the left side of the screen; click on ‘new cart’, enter the required information and click OK.

Tip: When clicking on ‘Add to Cart’ in the Search Results screen and creating a new cart, this does not add your desired title to the cart. After creating your new cart, you will need to go back to the Search Results page, enter the quantity of the title, hover over the ‘Add’ button and click on your newly created cart name. This will add the desired title to your cart and the “Items Added Successfully” message will appear. *Enhancements to this functionality will be released to the site soon*

TS 360 will allow you to add a title to any open cart very quickly. Once you check the desired title and enter the quantity

in the Qty box, hover your mouse over the ‘Add’ button. A pop-up will appear next to the ‘Add’ button containing the

last 5 carts accessed as well as an ‘Add to Cart’ option. If your desired cart is not a part of the 5 listed, click on ‘Add to

Cart.’

The ‘Carts’ tab will open to the left of your screen. Click on ‘View All Carts’ to see a list of all of your open carts. Click the ADD button next to the desired cart.

After clicking the ADD button, the following “Items Added” message will appear to display that the item was added successfully to the desired cart.

Please note: There is a 9,999 line limit for all carts; the limit is for line item, not the quantity of each title. Please recognize that response time will be increased when working with larger carts (sorting, downloading, etc.). The ‘Search Within Cart’ and ‘Refine Your Search’ facets will enable users to maneuver through large carts. When batch uploading a file, if the file contains more than 9,999 lines, a second cart will be created.

Copy/Move Buttons: Users have the capability of copying and moving titles on a cart list from one cart to another.

These buttons will function like the Add button on the search results page showing the last 5 carts accessed in a pop-up.

By clicking copy or move, you will be able to copy or move the title to the desired cart.

Duplicates: If a title has been duplicated in another cart, you will see the duplicate icon located in every screen in which the title is displayed (Title Details, Title List, Cart Details, and Batch Entry). The “C” indicates that the title has been duplicated in another cart.

Click on the “C” to locate the carts in which the title has been added. A Duplicate screen will appear listing high level

information of all the carts in which the title has been found.

To manage your carts, click on the ‘Manage Carts’ link located in the ‘Carts’ Tab on the main toolbar. You will be directed to the page below where you can view all of your current carts, create new carts and new folders, view specific carts by filtering, and submit carts as orders.

You have many options to choose from when it comes to managing your carts in TS 360. You can Print, Download/Export, Delete, Rename, and Move your cart to another folder by selecting the desired action in the dropdown menu located on the right of each cart listed.

In this section: You can create folders to

organize your carts by date, customer, etc.

View all open carts, ordered & submitted

carts, as well as Archived and Deleted carts.

Batch Import Function

The batch import function allows you to upload multiple titles and quantities to your cart. TS 360 contains three

separate options for uploading a title list; a Basic upload batch entry, a Copy & Paste process, and an Import From File

method.

Basic Batch Entry

This option allows for manually entering ISBNs/UPCs and placing them into a new or open cart. Enter the ISBNs/UPCs

and their specified quantities in the boxes provided. You can select a default quantity once all titles have been keyed;

the ‘Fill Default Qty’ will be added for all items entered. If all boxes are filled and you still have additional ISBNs/UPCs to

enter, click on the ‘+ add another row’ link which will add an additional row of boxes to enter ISBNs/UPCs. Upon

completion, click the Validate button which will verify all of the ISBNs/UPCs entered are valid. If any of the boxes contain

invalid information, an alert message will be displayed near the top of the page “! Product validation failed – see basic

tab for errors.” An error message detailing what the issue is will be located under the invalid item. In most cases you will

see the error: Invalid ISBN/UPC.

Correct the necessary items and click ‘Validate’ to ensure all information is valid. If all information is correct, you will

see a ‘Products were validated successfully’ message. Before clicking the save button, be sure that you select the cart in

which you want the items placed. This task can be done before or after the desired ISBNs/UPCs have been entered.

Click on the ‘Choose Cart’ link located directly above the batch entry format tabs. The ‘Carts’ tab will appear, and you

will be able to select an open cart by clicking ‘View All Carts’ link. Once the cart has been chosen, you will see the

selected cart name next to ‘Destination.’ Click the SAVE button at the bottom of the page to save the ISBNs/UPCs to

your cart.

Copy & Paste

This option allows you to copy and paste ISBNs/UPCs from another document or page to TS 360. When you copy and

paste your ISBNs/UPCs the lists should appear as follows:

ISBN/UPC only ISBN/UPC & Quantity

0813342201 0813342201,4

1593650043 1593650043,2

1580051111 1580051111,1

0465034864 0465034864,3

If a quantity is not specified the default quantity is 1.

Be sure to select the cart in which you want the ISBNs/UPCs placed prior to clicking the Save button. Follow the same

process outlined in Batch Entry regarding how to select the cart.

Import from File

This option allows you to import a .txt, .csv or .xls file containing ISBNs/UPCs into your cart. The .txt and .csv files should

be arranged as follows:

ISBN/UPC only ISBN/UPC & Quantity

0813342201 0813342201,4

1593650043 1593650043,2

1580051111 1580051111,1

0465034864 0465034864,3

The .xls document can be organized as above with all information being placed in column A within the document. You

can also organize the information with the ISBN/UPC in the A column and the Quantity in the B column. Either format

will provide the same result.

To select the file to import, click the Browse button. This will open a ‘Choose File to Upload’ box which will allow you to

browse your computer’s storage devices to select the file. Once you have selected the file, click the ‘Open’ button. Select

the cart in which you want the desired items imported, then click the Save button. You will now see a message at the

top of the screen. A green message will indicate how many items were added to your cart successfully, and it will also

indicate that there were no issues with your ISBN/UPCs. A red message will indicate how many items were added to the

cart, but will indicate that there was one or more invalid ISBNs/UPCs. The Basic entry screen will be displayed with a list

of ISBNs/UPCs that were invalid. You will need to correct these and click the SAVE button at the bottom of the page to

save these ISBNs/UPCs to your cart.

Submitting An Order

From the Cart Details page of the desired cart, click on the Account Summary tab to review the account and PO #

assigned to the cart. If there are no changes, click the ‘Submit Order’ button. You can also change the account number

of the cart by selecting the desired account number from the dropdown box. Click ‘Save’ to save any changes and then

click ‘Submit Order’ button located in the top right of the page.

The Review & Submit Order page will appear. Review your order for accuracy in the Summary tab. If accurate, click on

the Submit Order button. A green “Your order has been submitted successfully” message will appear.

Click ‘Back to Cart’ to view your cart status as well as the inventory status of each title ordered.

For Home Delivery customers, take an additional step and click on the Home Delivery tab. Select the type of address you

will be shipping to (Home Delivery or AFO FPO Address) and enter the Ship to information. Click ‘Next Step’ after

completion.

The ‘Next Step’ in the ordering process is ‘Step 2: Review Order.’ On this tab you can review the order detail and choose

the shipping method, whether you would like to backorder, gift wrap, include a gift message, and/or add additional fees

to the order. You also have the option to switch the view of the Order Detail to Store View (displays discounts) or

Customer View (displays retail price).

After reviewing the Order Detail and submitting the shipping instructions and any additional fees, click the ‘Submit

Order’ button. The message “Your order has been submitted successfully!” will appear.

Customer Service

One of the most convenient features of TS 360 is that it links directly to the Online Customer Support site where you can

track orders and shipments, view and print invoices, run backorder reports and more. To go to our Online Customer

Support site, click on ‘Customer Service’ in the main toolbar. A pop-up screen will appear prompting you to login to

Online Customer Support. Enter your email address and password to access the site. Please be sure to disable your Pop-

Up Blocker for this feature to work. Tip: If you are an existing B&T customer, please use your current OCS log in and

password, not your TS 360 log in.

Features

TS 360 provides you with additional features such as B&T Publications, B&T Lists, Promotions, New Release Calendar,

and Bisac Browsing. These features can be found in the Browse tab of the main toolbar.

New Release Calendar: Highlights new product releases in all categories – Books, Movies and Music (or you can select

just one category). You have the ability to click on the titles, which will take you to the title details page where you can

add titles directly to your desired cart.

B&T Publications: Features Baker & Taylor’s most popular publications in digital format. Click on the link to read

current or past issues.

B&T Lists: Compilation of popular titles linked to best seller lists, collections, and recent events. Once a link is clicked on,

it will take you to the search results page in which you can add titles directly to your cart of choice.

Promotions: All of our features and promotions in one place!

Bisac Browsing: Allows you to search titles by Bisac category. Each Bisac category is provided a link that takes you directly to the search results page of all titles included in the desired category.