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Placing Orders in Customer Web

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This is the site for customers who are using the online ordering portal to place orders. If you have any questions about how to place orders when using the ordering portal, click on the relevant hyperlink below and it will take you to the section of the document that will address your concern.

The version of the ordering portal that you see may look a little different from what you see here depending upon the features that your distributor or bottler has customized, but the basic concepts covered in this document will hold true for users of the ordering portal.

If you are a distributor or bottler looking to set up the online ordering portal, go here.

Login

  1. Enter your Login email.
    CustomerWeb2 10.jpg
  2. Enter your Password.
  3. Click Login.

Creating a New Account and Retrieving Your Password

If you do not have an account or have forgotten your password, click Sign Up for new account - or - forgotten password click here.

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Sign Up for a New Account on the Online Ordering Portal

If your distributor / bottler allows it, you can sign up for an account on the online ordering portal's site.

  1. Enter an Invoice Number.
    CustomerWeb2 12.jpg
  2. Enter the Net Invoice Total.
  3. Enter your Email.
  4. Enter a Password.
  5. Click Signup!
  6. If the information you entered was valid, an account will be created for you.

Retrieve Your Password on the Online Ordering Portal

If you have forgotten your password, you can retrieve it at this link as well.

  1. Enter your email in the Email box.
    CustomerWeb2 13.jpg
  2. Click Email Password.
  3. Your password will be emailed to you.

Welcome Page

When you log in, you will be greeted with a Welcome message.

On the right hand side of the screen you will see your Account Information.

  • If you have items in your shopping cart, you will see those items listed.
  • If you have multiple accounts, you will see summary information for accounts that currently have active messages.
  • If you have multiple accounts, you will see a message notifying you which store you are currently logged into.
  • There is a button at the bottom of the box that allows you to change Delivery Dates and/or Stores (if relevant).
  • This button will work the same on every page where it appears. To use it:
1. Click Change Stores or Delivery Date.
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2. Select the Store that you would like to change to from drop down menu (if relevant).
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  • Note: Once you have items in your cart, you will not be able to change stores and keep all of the items in your cart if the new store is not eligible to purchase those items. The online ordering portal will not allow you to purchase items that the store is not allowed to purchase.
3. Select the Delivery Date that you would like to change to from drop down menu.
  • Note: Your delivery date may be limited, based upon the restrictions that are in place at the distributor / bottler that you order from.
4. Once you are finished making changes, click Update and Return to Home.

Account

Click on the Account link.

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The Account screen lists all of your accounts/stores and the key information for those accounts.

  • The information listed on this page includes the Account Number, Name, Address, Balance, and Sales Rep.
  • If the Account has an expired liquor license, a hold, a credit, or is past due, that information will also be listed.

You can also access the Available Reports area from this screen, which contains the Business Review and Order History.

Business Review

  1. Click on Business Review.
    CustomerWeb2 16.jpg
  2. On the Business Review screen, select an account (if you have more than one) to view a summary of the current month's activity. If you only have one account, you will automatically see the current month's activity when you click on Business Review.
    CustomerWeb2 17.jpg

Order History

  1. Click on Order History.
    CustomerWeb2 18.jpg
  2. On the Order History screen, select a Store (if you have more than one account). If you only have one account, you will not need to select a store.
    CustomerWeb2 19.jpg
  3. Select a From date.
  4. Select a Thru date.
  5. Click Get Order History. All of the orders for the account for the selected time period will load (not just online ordering portal orders).
  6. Click View Order to view the order.
    CustomerWeb2 20.jpg
  7. While viewing the order, you can add all of the items on the order to your cart by clicking Add All to Cart. All buyable items with positive aviailable inventory will be added to your cart.
    CustomerWeb2 21.jpg

Products

Click on the Products link.

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The Products screen contains a catalog of items that are eligible for purchase. If you have multiple stores, you will see the products available for the last store that you were logged into. There will be at least three tabs available on this screen.

  • The first tab will list all of the products that you have purchased in the last 90 days. The name of this tab will vary based on the settings used by your distributor / bottler.
  • The second tab will list all of the products that you can buy.
  • Any remaining tabs will list products that your distributor / bottler has chosen to list on the online order portal. It is generally better to stick to the first two tabs, as those tabs will contain only products that you can purchase, so they will be more convenient for you to utilize.

Navigating Through Products

  1. You can adjust the number of products that appear on each screen by clicking the Items per page box at the bottom of the screen. It can list 10, 20, 50, or 100 products on a screen.
    CustomerWeb2 51.jpg
  2. You can navigate from page to page by clicking on the page numbers or the arrows at the bottom of the screen.
  3. You can search for a specific item in the Search box by entering text in the box and clicking Search.
    • Note: You can search by name, item number, or brand.
  4. To see more information about a product, click on the More info link. If the item has additional package sizes that you are allowed to order, the sizes will show in the window that opens. You can also order from this window.
    CustomerWeb2 52.jpg

Adding Products to Your Order

  1. Enter the quantity you want to order in the box next to the item description.
    CustomerWeb2 53.jpg
  2. You can click the + Add button after you have entered each quantity.
  3. Alternately, you can wait until you have added all items on this screen and click Add All.
  4. If you want to order an additional package size, you can open the More info window to see if an additional size is available.
  5. Enter the quantity in this window.
    CustomerWeb2 54.jpg
  6. Click Add to cart.

Promotions

If there is one, click on the Promotions link.

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Depending upon your distributor's / bottler's settings, there may be a Promotions screen available to you. If this screen is available, it will show all promotions that you are eligible to receive.

  1. You can navigate from page to page by clicking on the page numbers or the arrows at the bottom of the screen.
    CustomerWeb2 281.jpg
  2. The Which Promotions? box allows you to select which type of promotions you'd like to view:
    • Current Only
    • Upcoming Only
    • Both Current and Upcoming
  3. Select the type of promotions you would like to view.
  4. Click Refresh Promo List.

Cart

When you are finished selecting items, click on the Cart link.

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The Cart screen shows all of the items that you ordered on previous screens, including a list of items, order totals, and Ship to and Processing information.

  1. You can edit the quantities of items in the order by clicking Edit.
    CustomerWeb2 31.jpg
  2. Enter the new quantity.
    CustomerWeb2 32.jpg
  3. Click Update.
    • Note: To remove items from the cart, change the quantity to zero.
  4. You can change Delivery Dates and/or Stores (if relevant). To do so:
    a. Click Change Stores or Delivery Date.
    CustomerWeb2 331.jpg
    b. Select the Store that you would like to change to from drop down menu (if relevant).
    CustomerWeb2 34.jpg
    • Note: Once you have items in your cart, you will not be able to change stores and keep all of the items in your cart if the new store is not eligible to purchase those items. The online ordering portal will not allow you to purchase items that the store is not allowed to purchase.
    c. Select the Delivery Date that you would like to change to from drop down menu.
    • Note: Your delivery date may be limited, based upon the restrictions that are in place at the distributor / bottler that you order from.
    d. Once you are finished making changes, click Update and Return to Home.
  5. You can Set or Change a PO number on this screen. To do so:
    a. Click Set or Change PO Number.
    CustomerWeb2 35.jpg
    b. Enter the PO # in the box.
    CustomerWeb2 36.jpg
    c. Click Update.
  6. You can enter a Delivery Note on this screen. To do so:
    a. Click Change Delivery Notes.
    CustomerWeb2 37.jpg
    b. Enter the Delivery Note in the box.
    CustomerWeb2 38.jpg
    c. Click Update.
  7. When you are finished making any changes to the order, click Place Order Now.
    CustomerWeb2 39.jpg

Logout

When you are finished in the online portal, click on the Logout link. It will log you out of the online ordering portal.

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