Ingersoll Rand istore TFM Distributors: CHECKOUT - Book Orders Online

Transcription

1 This document provides instructions specific to the Checkout process when entering orders through istore. Contact at any time for assistance. 1. Add items to the Shopping Cart 2. Place order through the Checkout process. 3. Shipping Method selections for Emergency, Collect & Free Freight Qualifying Orders ADD PART NUMBERS TO THE SHOPPING CART: Select CART from the Main Menu Bar (in black) Select DIRECT ITEM ENTRY from the Sub Menu Bar (in gray) Enter the item number(s) and quantity for each. Click the FILL DETAILS button. 1/1/16 Page 1 of 11

2 The part numbers will verify and drop to a new list at the bottom of your screen (scroll down to see this). Click the Check All option or select individual lines to populate a checkmark in the box on the left. Then click the ADD TO CART button. The active Shopping Cart is now populated and pricing is provided. To see Availability, click on the Check Availability tab at the top. Click the ITEMS tab to return to the front page of your cart where the Checkout button is located. You are now ready to book the order. However, if you need to add more items, you can return to the Direct Item Entry or ATP Check They will be added to the same, active shopping cart. 1/1/16 Page 2 of 11

3 CHECKOUT PLACE ORDER: Select the CHECKOUT button at the top or bottom of the Items screen. SOLD-TO Distributors with multiple locations will be required to select the appropriate Sold-To location. If your account does not use multiple sold-to locations, the Change button will not appear. This change is not required. Select the Sold-To location from the list, or use the Search & Select options at the top of the screen (typing in the zip code and clicking the GO button works best for most users). Click The SELECT button. You will return to the Checkout: Shipping Instructions screen and can continue with the booking of the order. 1/1/16 Page 3 of 11

4 SHIPPING METHOD / SHIP PRIORITY / REQUEST DATE / SHIPPING INSTRUCTIONS: Ship Method, Priority and Request date affect how and when your shipment will process. The Request Date field, located just above the Shipping Instructions, is a required selection for every order. This is the date you want the order shipped. Below are 3 sets of instructions to assist you with freight selection for specific types of orders: 1. Free Freight Qualifying Orders 2. Collect / Third Party freight charges 3. Emergency / Air Freight shipments. FREE FREIGHT QUALIFYING ORDERS: Select Ship Method STANDARD-TRUCK Free Freight requirements are included in your contract. Review your Distributor Value Package or contact your Salesman if you have questions regarding free freight qualification. To receive the free-freight for qualifying orders, the ship method STANDARD-TRUCK must be selected. This method triggers our system to calculate free freight if the order qualifies. Ship Priority: RETAIL is the system default for all orders. Change this only for Emergency orders. Standard-Truck indicates Ingersoll Rand will choose the freight carrier (UPS is our preferred shipper). The dollar value of your order will determine whether or not freight charges will apply. Qualifying lines will appear as PREPAID Freight Terms on your order confirmation. Selecting any other ship method will result in shipping charges regardless of the order value. 1/1/16 Page 4 of 11

5 SET THE DEFAULT SHIP METHOD: We recommend setting STANDARD-TRUCK as your default in the istore Profile. You do have the option to change the shipping method during the checkout process as needed. To change and set the default ship method: Click PROFILE from the black, main menu bar. Click PREFERENCES in the Profile menu on the left. Click on the ORDERS tab. Select STANDARD-TRUCK from the drop down menu under Order Preferences/Preferred Shipping Method. Click the APPLY button to save the change. 1/1/16 Page 5 of 11

6 COLLECT SHIPMENTS: Select Shipping Method with COLLECT as part of the description To ship orders using the account number you provide, select a shipping method with COLLECT as part of the terminology. Note that some ship methods have multiple selections. Example: UPS Ground can be selected as UPS- STANDARD, UPS GROUND1, and UPS-COLLECT. The UPS-COLLECT designation indicates you are providing us with an account number. The account number to be used must be entered in the Shipping Instructions of the order. If a COLLECT method is not selected, account information entered in the shipping instructions will not be used for the shipment. Omitting the account number from the shipping instructions will delay your shipment or charges will be added to the invoice Select OTHER or CUSTOMER ROUTED STANDARD when you cannot find a ship method to meet your needs. Enter detailed instructions in the shipping instructions field. 1/1/16 Page 6 of 11

7 EMERGENCY / AIR-FREIGHT ORDERS: Select Ship Priority: EMERGENCY Air Freight orders must be entered a SHIP PRIORITY selection of EMERGENCY for same day shipment. Omitting this change will result in the order shipping with standard stock orders within 1-2 days. Request Date: This is the date you would like the order shipped, not delivered. Selecting a future date will delay shipment. Select today s date for air freight, same day shipping, The product will ship if it is in stock and the order is submitted before 4:00 EST. To confirm when your order will ship, you may wish to contact Customer Service immediately after placing the order at CONSOLIDATION: Click YES if you would like your order to ship complete. Shipments will be complete from the shipping location. Example: If your order is shipping multiple lines from 2 IR warehouses, you will receive 2 shipments. SHIP-TO Change the address you are shipping to: Click the CHANGE button to modify the shipping address. This screen contains a list of all addresses used for shipped orders. Always search for an existing address record by using the Search/Select options at the top of the screen. 1/1/16 Page 7 of 11

8 Enter the ZIP CODE of the shipping address and click the GO button to reduce the Results list. If the address you need is listed, select it and hit the SELECT button. If the desired address is listed, select it and click the SELECT button. If the address is not listed, click the CREATE ADDRESS button. Type in the address and click the APPLY button. ** Do not create the address with any shipment specific information such as Tag info, Customer PO# or Attention-to name. Addresses are permanent records which cannot be changed. 1/1/16 Page 8 of 11

9 You will be returned to the Checkout page showing the correct Ship-To location. END CUSTOMER PO: This field is an additional line that will print on the shipping label. Use this field to enter End Customer PO, Attention to name, or Tag information. 1/1/16 Page 9 of 11

10 ORDER ASSISTANCE: Select Order Assistance for Customer Service Assistance. Enter your comments in the box provided. The order will be placed on hold from shipping and Customer Service will be notified to review your order. Click the CONTINUE CHECKOUT button. Enter the PO# on the next screen. Distributors with multiple Bill-To locations will also need to change this location if necessary. Follow the same steps as selecting a Sold-To location. Click CONTINUE CHECKOUT 1/1/16 Page 10 of 11

11 CHECKOUT AND REVIEW ORDER: Review your order. Note The first two lines of the displayed Ship-To will not be printed on the shipping label. Check the Terms & Condition box. Click the PLACE ORDER button. Confirmation of the order will appear on screen with a Print button available. This will also be ed to the address in your user profile Contact Customer service if you need to make any changes to the order. 1/1/16 Page 11 of 11