Webstore Training Guide

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Webstore Training Guide
Jason McLeanBusiness Application Analyst
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Overview

• Login
• Enter the site
• Steps to create an order
• Search for items to add to your cart
• Add items to your cart
• Review Shopping Cart
• Review the items in your cart
• Check Out
• Step 1 Create or Select a Shipping address
• Step 2 Select a payment method
• Step 3 Verify and place order
• Quick Orders
• Create order using CSV file
• Create order using product information

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Log In(Customer Account Name and Password)
Once your customer has entered their log in
information, they are ready to begin creating an
order.
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Search for Items
To begin creating an order, your customer must
search for the items to be purchased.

• Search Options
• Search by product Your customer can locate items
  by entering keywords in the type search keyword
  bar to the left of the page (i.e. the word
  BEST). They will notice, their results will
  include all part numbers and descriptions
  containing this word.

• Search by category Your customer can also search
  for items under a product category. By clicking
  safety supply or expanding the categories by
  clicking the plus () sign, your customer is now
  able to view all products listed in that category.

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Search Results(Information for your customer)

• Description column displays a detailed
  description of the item.
• Availability tells them if this item is in stock
  or not in stock.
• UOM or unit of measure, tells them how an item
  is sold
• Pricing can be set for a specific customer if
  required
• Add to Cart allows your customer to add items to
  their order. This is done by selecting a purchase
  quantity and clicking Add.

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Adding Items

• Add to Cart Your customer can add items to their
  cart by clicking Add. This step is repeated each
  time an item is added to the cart.

• Each time a different item is added to the cart,
  the No. of Items count increases. This feature
  allows your customer to keep track of the number
  of items in their cart.

• Your customer can also select View Cart located
  on the right of the page, to view the items
  theyve added to their cart.

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Review Shopping Cart

• Review Options
• Remove Items Your customer can remove items
  from their shopping cart by clicking the delete
  button left of the product number. The item is
  now removed from the cart.
• Change Quantity Your customer can modify the
  quantity of an item by changing the value under
  the Quantity column and then click Update Qty to
  update the changes. The order is now updated and
  ready for check out.
• Proceed to Check Out Once the changes have been
  made, click Check Out to proceed to the next
  page.

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Check Out Step 1 Shipping Address

• Shipping Options
• Select Address This option allows your customer
  to locate a shipping address from the list given.
  If there are more addresses than shown on this
  page, an option to view additional addresses will
  appear.
• Search for Address Your customer can search for
  an address by entering partial of the address
  info in the search bar. Click Search to view the
  results..
• Create new address Your customer can create a
  new address by clicking Add New Address. Choose
  this option to enter new shipping information.

? Search for address
? Select your address
? Add new address

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Enter Shipping Address

• Enter New Shipping Info Your customer will enter
  the new shipping information in the
  required()fields and save. A new shipping method
  is now created. Before they can continue with
  checking out, they must enter a PO for their
  order. The customers PO can consist of alpha or
  numeric characters or both. For example,
  John123...
• Once complete, click Continue to proceed with
  checking out.

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Checkout Step 2Payment

• Payment Options
• On account This option allows your customer to
  charge their order to a Dxp customer account. To
  proceed, choose this option and select Continue.
• Credit card To pay by credit card, select this
  option and click Continue. Your customer will be
  required to enter the credit card information.

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Enter Credit Card Info

• Enter Credit Card Info Your customer will enter
  the credit card information in the required()
  fields. An option to save this payment method for
  future use is available by selecting Save this
  payment method.
• Once complete, click Continue to proceed with
  checking out.

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Checkout Step 3Verify and Place Your Order

• Verify Order A summary of your customers order
  will appear in this section. Reviewing this
  information is beneficial prior to placing the
  order.
• Change Shipping Address Option 1. Shipping is
  available to modify your shipping address.
• Change Billing Information Option 2. Billing is
  available to select another billing method.
• Cancel Order Your customer can select Cancel
  Order to return to the home page to make changes
  to items on their order.
• Click Place Order to complete this order.

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Thank You(This customers order is now complete)
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Quick Orders

• Quick Order Options
• Upload CSV File Your customer can quickly create
  an order by uploading a comma delimited (.CSV)
  file into this section. The .CSV file should
  contain only 2 columns
• Column A (Category) Product category
  information. Ex Safety, Mill
• Column B (ProductNumber) A valid Dxp product
  number. ExUVEX S1179.
• The file must be saved to a folder. Select
  browse to locate the saved file and select
  upload file to see the results. A quantity for
  each item must be entered. Clicking process
  will add the items to the cart for check out.
• By product number This option allows the
  customer to quickly create an order by entering a
  valid Dxp product number and a quantity. Clicking
  process will add the items to the cart for
  check out.

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Recent Orders

• Review Existing Orders
• Recent Orders Recent Orders is located on the
  home page. The customer can browse this section
  to review any order placed within the past 12
  months. Click an order under the Order column to
  view the order details.

• Order Details This screen allows the customer to
  see the order information and status of an order.
  The order below shows the price for the items,
  order quantity, quantity shipped and if this item
  is on backorder.

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Make Account ChangesContact Information

• Contact Information The customer can change
  their contact information on this page. This
  information will be used to contact the customer
  regarding their order. It is important to keep it
  current.

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Make Account ChangesChange Password

• Change Password This option allows the customer
  to change their password at anytime. Enter a new
  password and confirm again by re-entering the
  password. Press change to save the new password.

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Need Help?

• At DXP Customer Service is our highest Priority.
  We encourage our customers to contact us anytime
  they need assistance. If you are having trouble
  finding the product you need or would like to
  receive a custom quote, send us an email or call
  our Customer First Center at 1-800-830-DXPE for
  assistance.