CSS Instructions
Introduction:
Customer Service gives you real-time access to your data from anywhere on the Internet. It can be used to enter orders from the Customer Order Form and show Pending Order Status from the Pending Orders tab. You can also add items to your shopping cart from the 'Items Due for Reorder' list, 'Sale Items' list, and the full Item Catalog, with links to a Web Catalog page for further information. There are also status options, showing Balance Information, Open Invoices (with detail), Payment History, and Invoice History (with invoice detail).
Logging In:
When you open the program it will ask you to enter the ‘User Name’ and ‘Password’ The user name is your account number. Enter the password that was provided by Allied/Mellocraft.
Searching:
To search, right click on the column you wish to search in or press ‘Control F’. Then select Search In Column to find the first occurrence of your search criteria. Find Next in Column will find the next occurrence of your criteria. You can select whether the match is an exact match, at the beginning of the field or in the middle of the field.
Corp Budget:
This tab will allow you to see your Year-To-Date purchases and budget information that has been established by your Corporate Account Manager. If you enter an order that goes over the budget set by the Corporate Account Manager, an automatic E-mail alert may be sent to the Corporate Account Manager and this order may be placed on CorpHold until the Corporate Account Manager releases it.
Pending Orders:
These are all of your orders that have not been invoiced. You can view an order by double clicking or selecting and then clicking on the 'View Order' button.
Open Invoices:
These are all of your unpaid invoices. You can view an invoice by double clicking or selecting and then clicking on the 'View Invoice' button.
Payment History:
This shows all your payments; date payment made, amount, check number and invoice paid.
Invoice History:
This tab lists all of your previous invoices. You can view an invoice by double clicking or selecting and then clicking on the 'View Invoice' button.
Order Entry
Entering an Order:
Find the product you want to order. The tab labeled Customer Products are the products you have ordered in the past with your prices. The All Items tab is a list of ALL items available for ordering through the Internet. Simply find the item you want to order and double click on it or select it and then click on the 'Add Item To Shopping Cart' button. This will bring up a window where you can put in the quantity you want to order (and show you your price).
If you want more information on an item, select the item and then click on the 'View Item Information' button.
Due for Reorder:
The Due For Reorder tab are items that you have ordered in the past and are probably running out of (therefore probably need to be ordered).
Item Categories:
If you cannot find the item you are looking for, click on the Item Categories tab. This will show you the categories available. When you double click on one, the items in that category will be on the right.
All Items:
This tab is a list of all items available for ordering through the Internet. Prices shown are list price. If you select an item for your order you will see your price.
Finishing an Order:
Once you have selected all the items you want to order, click on the 'View Shopping Cart' button to see your total order and verify the items selected for ordering.
There are tabs for Bill-To and Ship-To that you can view to verify the information is correct. If you have special instructions you can click on the Instructions tab and put them here.
This is where you can also see the Merchandise Total, Sales Tax, Freight/Shipping and Total Amount Due.
If you want to modify the number ordered on a line simply double click on that line or select that line and click on the 'Modify Line Quantity' button.
To delete a line, select the line and click on the 'Delete Line' button.
To add more items to the order click on the X in the upper right corner of this window to go back to the product lists.
Once you have entered everything on the order and verified all the information, click on the 'Submit Order' button to send the order to your supplier. An order confirmation will be emailed back to the address on file at your supplier.