Quick Start Guide: CD Installation
Contents
1. Items Cost Items stock Order History POOLCORP WSourceDisk POOLCORP 2006 SourceDisk Quick Start Guide POOLCORP ie 3 First click Product Updates to download product data to your SourceDisk catalog When the download of product data is complete a confirmation box will pop up click OK Product Updates complete 4 Next click Cost Items Stock to download your specific pricing data Please note that this will download pricing for the items you set up in the My Stocking Items section created in Step 3 of this Guide Step 5 Shopping Once you have 1 set up your Stocking Items list Step 3 2 downloaded your product and pricing data Step 4 then you can begin 3 shopping in SourceDisk Simply select items from your Stocking list and drag them to the Shopping Cart to begin building Purchase Orders Home My Stocking Items Include Products that purchased 5 w or more of within the last G months C Include Items Added Since 8 7 2006 v 5 Shopping Cart Stocking Items Show My Stocking Items Stock Suggested Items My Stocking Items Billiards amp Games Christmas Step 6 SourceDisk Technical Support If you have any difficulties in downloading Application Updates as well as any other issues or concerns please contact our Help Line SourceDisk 134 445 POOL Technical Support Helpline DOCUMENTATION NOTE This Guide is intended only2. SourceDisk Quick Start Guide a POOLCORP F4 POOLCORP H SourceDisk Quick Start Guide CD Installation This Quick Start Guide will provide you with the basic information needed to begin using your SourceDisk software PLEASE NOTE Jfyou have already installed SourceDisk on your computer then skip ahead to Step 2 Ifyou have already registered SourceDisk and created accounts to login then skip ahead to Step 3 Step 1 Install SourceDisk 1 Insert the CD into your CD ROM Drive 2 Click OK when prompted 3 After the installation is complete the SourceDisk icon will be available on your Desktop Simply double click the icon to being the program H SOATI Sr Step 2 Register your Account 1 Click Register New Account Register New Account 2 Complete the registration form Please note 1 that you will need your Customer Number and Registration contact your local Branch if you need assistance locating these numbers and 2 that all fields in bold are required and must be filled out before the form can be completed Additional Information Defauk Shipping Method Customer Pickup v Number of Stores Address Estimated Annual Sales Number of Trucks City Pools Sold Annually Branch Infomation Customer T Branch sts Address Subcontractor Phone r The applicant hereby acknowledges the and agrees to be bound theteot Fax of the terms Register Chose 3 Click the register but
3. as a Quick Start to using SourceDisk It is recommended that you refer to the User Manual available within SourceDisk for detailed information on the complete set of features provide by this tool The manual is accessible through Help gt Help Contents in the upper left corner of SourceDisk SourceDisk Catalog Browser Help Contents a Home My Stocking Items Include Products that purchased 5 POOLCORP POOLCORP 2006 SourceDisk
4. ton when complete POOLCORP gt SourceDisk POOLCORP 2006 SourceDisk Quick Start Guide a POOLCORP ie Step 3 Quick Setup Stocking Items 1 To easily create a Stocking Items list first click the My Stocking Items icon wy Pick An Action i Data Updates AN New Purchase Order Q Search For Products w Unsubmitted Purchase Orders 4 My Stocking Items J Order History 2 Once you are on the My Stocking Items tab click the check box adjacent to Include Products that Purchased and select the desired criteria A Home My Stocking Items Include Products that purchased or more of within the last C Include Items Added Since of 7r 2006 k 3 Click the Stock Suggested Items button to download products that meet your selected criteria Stock Suggested Items 4 Your Stocking Items section is now populated Next you will need to advance to Step 4 in order to download your product and pricing data Step 4 Quick Setup Product amp Pricing Data 1 Once you have successfully installed SourceDisk you will need to download your specific product and pricing data This is done by clicking the Data Updates button 9 Pick An Action a New Purchase Order a Search For Products us Unsubmitted Purchase Orders a My Stocking Items J Order History 2 The Update Data window will pop up gt Update Data What would you like to update Product Update Cost All Branch
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