e-info Customer Portal Instruction Guide

Transcription

1 What is the e-info Customer Portal? The KDI e-info Customer Portal allows customers direct access to their needs through our website. The following instructions will guide you through setting up your user accounts, requesting service and supplies, entering meter readings and making online payments. Page 1 - Existing User Log In Page 2 - New User Set Up Page 4 - Equipment View Page 5 - Sales Order View Page 7 - Service Call View Page 9 - Meters View Page 10 - Sales History View Page 12 - Additional Assistance Needed e-info Customer Portal Instruction Guide Existing User Log In If you are an existing user and interested in the new online payment feature, please contact customercare@kdi-inc.com today to have this option activated on your account. 1. Go to 2. Enter your Username and Password (Please note this is case sensitive) 3. If there are multiple locations, security rights would determine which locations you are able to view. If you need to view additional locations, please notify customercare@kdiinc.com. 1 P a g e

2 New User Setup The following instructions will guide you through setting up users for your account. A maximum of 1 user should be created per person. If the user needs to view multiple locations, please contact customercare@kdi-inc.com. 1. Go to 2. Select the Customer Portal 3. Select New User? Sign up now. 4. Enter the User contact information, company information and password then hit Next. 2 Page

3 a. If you are aware of our company number which is also known as the customer number, you can enter this as shown below. b. If you do not know your company number, you can enter your company information as shown below. 5. You will receive the following message once your account setup is completed. 3 Page

4 Equipment View This view allows you to see all equipment listed under the company number. From this view, you can click on the equipment then select the services you need. 1. In the Equipment Box, click on the number of machines on Record to view all equipment. 2. In the Equipment View, click on the equipment number for additional options. 3. The buttons will guide you to Meter, Service or Supplies. 4 Page

5 Sales Order View This view allows you to see all sales history under the company number as well as create a new request for supplies. 1. In the Sales Order box, click on the New Sales Order 2. Review the Bill To, Ship To, Order Information and Order Total. a. PO No. is needed if required for payment. b. Order Comments will be reviewed by our Supply Team for any special processing or shipping requests. 3. In the Items included in order section, click on Add Items 5 Page

6 4. You can find items needed searching by Equipment, Previous Orders or a general search. a. When searching by Equipment the available equipment will populate for selection. 5. When you select the equipment, the related supplies will populate. If for any reason the supply needed does not populate please contact supplies@kdi-inc.com. 6. Enter the Quantity of the item needed and select OK to complete. 7. When ordering staples please note there could be several options. (Refills, Cartridge, Booklet Staples) 8. If you have additional items that need to be ordered you can select Add Items and repeat above steps Once completed select the Save button. 6 Page

7 10.Once your order is completed you will receive a notification that your order has been submitted. 11.This will bring you back to your Sales Order History where you can view all orders. Service Call View This view allows you to see all service history under the customer number as well as create a new request for service. 1. In the Service Call Box, click on the New Service Call. 7 Page

8 2. In the Identify The equipment that requires service section, you can select your equipment by ID Number. If your equipment is not listed, you can enter your equipment information. 3. The Purchase Order is needed if required for payment. 4. Enter a description of the problem you are experiencing with the equipment. 5. Select the Save button. 8 Page

9 6. Once completed your Service Call Box will now reflect the new pending call. Meters View This view allows you to enter meter readings needed for billing. 1. In the Meters Box, click on Meters Due or All Meters. 9 Page

10 2. The All Meters view will allow you to see the last meters, status of current meters due and new meter entry. 3. Enter the meter in the New Reading field. This will reflect total copies used since last reading. 4. Select OK to save. 5. Select the Submit button to complete. Account History View This view allows your accounts payables department to view open invoices, request copies of invoices and make payments online. If you would like this additional feature activated on your e-info Customer Portal, please contact 1. The Account Summary Box will reflect the Current Status and Credit Limit of the account. 2. The Invoice Box will allow you to view the open invoices, request copies of invoices and make payments. 10 P a g e

11 3. In the Invoices Box, click on History to view the customer account history over the past 12 months. 4. You can click on the blue Purchase amount for additional information. 5. In the Invoices Box, click on Aging to view the open invoices on account. 6. Click on the Invoice Number to request a copy of an invoice. 11 P a g e

12 7. Enter your and you will receive the invoice within minutes. 8. To make a payment check the pay box for each invoice you would like to pay. 9. Select the total pay box with the amount due. 10.Select the payment date. 11.Select the Payment Methods button to view existing payment methods or add and save a new payment method. You can make payment by credit card or checking account. 12.Select Submit to complete. 13.Once completed you will receive the Scheduled Payment Confirmation Number. 12 P a g e

13 Additional Assistance Needed If you have any questions or need assistance, please use the below contact information: Service: Supplies: Customer Care: 13 P a g e