To check out or process an order
To save an order without checking out
If you must close your browser before completing an order, click Update in the Shopping Cart pane. This saves and updates the order and adds it to the Pending Orders page. This feature is useful when supervisor approval is needed to process an order.
When entering orders, you may want to hide some panes to maximize the space in the browser window. When you hide a pane, the other panes resize to fit the browser window.
Showing and hiding panes
Click the Hide or Show button; or click X in the upper right corner of the pane.
Showing and hiding the Customer Task Menu
Click the arrow button to hide or show the menu. Click the thumbtack icon to toggle autohide. When autohide is active, the Customer Task Menu is hidden automatically when you move the cursor out of the Customer Task Menu pane. Move the cursor over the hidden pane to display the Customer Task Menu.
The Pending Orders pane, which can be viewed only by users with supervisor access, lists saved orders that have not gone to checkout.
To view pending orders
Under Order Processing, click Pending Orders. The Pending Orders page lists all orders you have placed. If you are a supervisor, the page lists orders from all buyers in your company that have not been checked out. If the order is correct, a Checkout button appears to the left of the order.
To view the details of an order
Click a line in the pending orders list. If an order has errors, the person who entered it must correct it before it can be sent to checkout.
To process a pending order
When the order is ready to process, click Checkout. To process an order, the supervisor's transaction limit must be greater than the order amount.
If you have access rights to perform inquiries, you can view order status, shipments, invoices, and payments.
To search for transactions
When you click a link under Transaction Inquiry, you go to a page where you can search for the type of transactions you selected. To view all of the transactions, leave all of the Condition fields set to All and Criteria fields blank. Then, click Search.
To narrow the list by entering search criteria, do the following:
To view details for a transaction
You can view details for the transactions in the following ways:
Users with administrator rights can create and delete buyers and maintain buyer information, including access rights and transaction limits. If you are not an administrator, you can view and change only your own buyer information.
To create a new buyer
To modify buyer information or delete an existing buyer
In the Select User Login Name field, select the login name of the buyer you want to change and click Select.
Q - Why am I unable to log onto the Web site?
A - Verify that you are using the correct user name and password. Passwords are case sensitive. Your user name may also be case sensitive, depending on the type of server used.
Q - Why am I unable to process my order?
A - To process an order, whether it is your own or another buyer’s, the order amount must be less than your transaction limit. Your transaction limit is defined in Buyer Maintenance by your administrator and is the maximum dollar amount that you can process.
Q - How do I cancel my order?
A - Orders cannot be cancelled from the Web site. Contact your company representative for information.
Q - Why am I returned to the Home page when I click the Refresh button on my browser?
A - The browser’s Refresh button reloads the Home page. To refresh a particular pane, right-click in the pane and select Refresh from the menu that appears.
Q - Why am I returned to the Login page when I leave the Shopping Cart page open for a while?
A - The Web site keeps your session open only when there is current activity. The session time is set on the Web site server, and can be set to keep the Web site open indefinitely.
For more information on using this Web site, contact your company representative.