IOS User Manual v3.0 - Saputo`s Internet Ordering System!
Contents
1. Total Quantity 6 Total Amount 19 11 Taxes 0 00 Surcharges 0 00 Net Amount 19 11 Proua Description ory Un Totar mmn saPzeosiowrarreta ww sau Additional charges may apply Once processed invoices are available upon request To receive a copy of an invoice by email go to Order History and click on the send invoice icon Cancel Order lt Back Next gt Start Over 2 Review the order to ensure that it is accurate If you wish to make changes click on the lt Back button If you wish to abandon this order and start a new order click on Start Over 3 When satisfied that the order is correct click on Next to continue The order summary will be displayed as shown below Current Order Delivery Date 14 May 2014 Total Quantity 6 Delivery Date 14 May 2014 Total Amount 19 11 Taxes 0 00 Bill To Ship To Surcharges 0 00 Net Amount 19 11 Order Summary Cancel Order Purchase Order Submit l lt Back Hold Cancel 4 If applicable enter a Purchase Order in the space PB Note provided Click on the Hold button to place the order on 5 Click on Submit The Order Confirmation will be hold and submit at a displayed as shown below later date time See section 8 1 Current Order Delivery Date Confirmation Thank you for your order 16 May 2014 Total Quantity 8 Your order has been placed It will now be proce2. Re enter the New Password in the Confirm new Password field Click on Update Your new password will be saved and available for your use If you are the Account owner and you wish to change the password of a user associated with your account Select the user from the Edit User list The user selected will be displayed as shown below User Name ftest3 Account Options First Name ftest3 Edit My Account Change My Password Last Name ftest3 Add User Email test3 test com I Email Order Confirmation Edit User Status Active Last Login 07 Jan 2010 Update Reset Password Cancel 2 Click on Reset Password The following window will be displayed PE Note New Password Click on the Cancel Confirm New Password button to abandon your changes Change Password Cancel 3 Enter the new password in the New Password field 4 Enter the new password in the Confirm New Password field 5 Click on Change Password The new password will now replace the user s previous password Sapulo Sapto 4 Creating New Orders Users may create new orders from scratch or build them froma copy an existing order Detailed instructions for creating new orders from scratch are provided in the remainder of this section Instructions for creating a copy of an existing order to build a new order are provided in Section 5 To create a new order 1 Login to the Internet Ordering System The Place Order pa
3. 3 2 Turning Confirmation Emails On or Off The option to enable or disable the receipt of email order confirmations is provided on a user by user basis As such one Or more users may elect to receive order confirmations and one or more email addresses may be set up to receive these confirmations To Turn Confirmations On or Off 1 Simply click in the Email Order Confirmation checkbox M Email Order Confirmation 2 When the box contains a checkmark email confirmations will be sent to the email address entered for the user specified 3 When the box does not contain a checkmark email confirmations will not be sent to the email address entered for the user specified 3 3 Modifying Account Information To Modify Account Owner Information 1 Click on My Account The account owners information will be displayed as follows 2B Note User Name Account Options First Name Edit My Account Test Last Name Test Click on the Cancel button to exit the Change My Password Email test test com V Email Order Confirmation Add User account without saving cae Status Active ser any changes Administrator Yes No Last Login 13 May 2014 Update Cancel 2 Edit the information displayed as desired 3 Click on the Update button Your changes will be saved Sapulo Sapulo To modify information related to other users 1 Under Edit User select the user you wish to
4. Available Products paa produa pesripsion prce order unit ca XXXXXX SAP 340G 20 MOZZARELLISSIMA N fee seerower fama ww Fa ns rorem sor ww XXXXXX SAP 180G SL PROVOLONE pe ARM 2 25KG PZMZ da xxxxxx DLD 2L I C MIX Sxx UN 3 The user may now Add and remove products from the list Change the Quantity and Build To Quantity and or Change the sort order of the products contained in the list 4 Once the desired changes have been made click on the Save List button The changes made will be saved to the IOS database and reflected in the Favourite List 7 3 Deleting Favourite Lists Favourite lists may be deleted when they are no longer required To delete a Favourite List 1 Click on Favourite Lists on the navigation menu 2 In the Edit List field select the list you wish to delete from the dropdown provided 3 Click on the Delete List button The following message will be displayed Message from webpage 4 Click on OK to continue The list will be removed from the IOS and no longer available for use 7 4 Adding Products to an Order Using Favourite Lists To add products to an order from the Place Order page using a Favourites List 1 Select the favourites list you wish to use from the drop down list provided in the Load from List of Favourites section Next gt Start Over Place Order Load from List of Favourites TestList Load Favourites Sapu
5. Sapulo Internet Ordering system IOS User Manual v3 0 Prepared by Saputo IT Web Date April 30th 2014 Table of Contents 1 Internet Ordering System Overview 1 1 1 V TETA E E EE E E E EON 1 2 Se ICM INS FC arate cee rarer ease cen E 2 2 Logging In and Signing Out 3 2 1 LOGON I gare se arses cate ante eg eek seth gests ve E see vues cae ews ouni Gee N 3 2 2 OI erases E cca A tos ont espe be N E nn ch an E E emcee net 4 2 3 Soroen 8 os E ee N E A E E N 5 3 Managing Your Online Account 6 31 VOwWrG AC OUI INOA O epre rriei EEr Ern 6 3 2 Turning Confirmation Emails On or Off sesvcssesccccnsectavduusssnansusstarevnsoimaduavdiusiuevevaddautetaddenvcinecueidinveues 7 3 Modifying Account INT OMMOTION sess acscosssctspecscesesececstavachsctepatosctuvansietecusesesavechcciecarcsetevatectbentoaetanns 7 3 4 POON SAU E e E E ETE E A EE A A EA A E E A E E AE E 8 3 5 SVS VTS U OIS cesas EEE EAT EEE OA E 9 3 6 changing POSS Wolds nnn Pe eon Or EE PEE i ET 10 4 Creating New Orders 12 4 1 Off Day OS Noa eeresinagees serzorupees eesrnnge rn reopen eennup aa eran use ee nap ia eennupvanennsp ua ueneupseeeneniaaeeeubseeeenapaneeserss 15 4 2 Account Related MessdAgesS seescceseeseresssrrssrerrsserssereessserserereseserssreresssssesteessssrseseeesssesssresessss 16 5 Importing Orders from a csv file 17 5 1 Correcting 6 oN OMT EN ONS aacivaccuacersaunsasecetenacssacstattiaadasanincaienesenetenansaaantadiaasetactacsaasenctesacbiaaater 18 5 2 IM
6. Maintain their accounts 1 1 System Access Saputo s Internet Ordering System IOS is available to all Anote customers who have a valid Account Number User Name and The Account Number is Password The application can be accessed 24 7 via the Saputo s Ship T ee PO following url https orders saputo com number of the customer who is logging in When accessed the Login Page is displayed as shown below Sapulo Internet Ordering System Welcome to Saputo s Internet Ordering Company Saputo Canada x System Account Number Please login to place an order make inquiries on existing orders or manage your online account Please note after 2 hours of inactivity you will automatically be signed out of your account no update 2013 ContactUs Help Privacy Policy Legal Notice Neilson GHEY Baxter Dairyland All Rights Reserved Saputo Inc 2008 The four options below are presented at the bottom of the page and are also available from within the application e Contact Us Click on this selection to view contact information for Saputo s Customer Service department e Help This link provides access to the User Manual Sapulo Sapulo Privacy Policy Click on this link to view Saputo s Privacy Policy Legal Notice Select this link to view legal information related to this website 1 2 Setting up a New Account If you currently do not have access to the Internet Order
7. 9 Master Customers Master Customers can be created by IOS System Administrators Master Customers are customers that are linked to other IOS customers This allows Favourites lists to be created by a Master Customer and shared with all linked customers Once a Master Customer has been created CSV files can be imported by the master customer which contain product to be ordered for linked customers Refer to section 5 2 for instructions on using the import functionality to order products for linked customers 9 1 Sharing Favourites Lists Master Customers also have the ability to share favourite lists with the customers that are linked to them To share a favourite list 1 Select Favourite Lists from the navigation menu The Favourite List page will be displayed as shown in the example below Favourite Lists m Favourite List Details Create New List List Name l Share Edit List M Create I Copy Whats This m Search Available Products Start typing a product code or description to get a list of matching products to choose from minimum 3 letters numbers including spaces to start a search 2 Inthe Edit List field provided select the Favourite List that is to be shared with linked customers The List Name will be displayed in the Favourite List Details section as shown in the example below Sapulo Favourite List Details List Name TEST 4 Whats This S ave Del ete AERA
8. AEREA NASER AREAR TA 3 Select Share to share the list with all customers linked to the master customer 4 After Share has been selected the option to Lock the list becomes available When selected linked customers may not edit nor delete the Favourite List Master Customers may unlock favourite lists and stop favourite lists from being shared This is done by 1 Selecting the favourite list from the Edit List field 2 Clicking on the Lock option to unlock the list or clicking on the Share button to stop the list from being shared
9. Build To Quantities button shown below The favourites list youve loaded contains build to quantities You can use these to enter the amount you have in stock and the system will calculate how much should be ordered Use Build To Quantities Use Regular Quantities The newly added products will be displayed as per items 2 4 in the example below A checkmark is displayed in the Use Bld To Qty column and the build to quantity is displayed in the Qty column Product Description Qty ena Unit Price Qty DLD 10L UHT CHOC IC MIX Gi MA SAP 20 MOZZARELLISSIMA 340G 10 b ARM CHED OLD YL 1x10LB 4 54KG L b ARM YL MED CHED 1x10LB 4 54KG 1 fo ARM PZMZ 2 25KG ARM 19KG RW 27 PRESSED MOZZ DLD 2L CALIFORNIAN YOGOURT MIX 8 8 z 3 8 3 3 DLD 10L UHT VAN WC MIX The On Hand Qty column allows the user is to enter the amount of product currently on hand The system will then deduct the on hand amount from the build to amount to calculate the quantity to be ordered PEL Note Click on the Cancel button to Cancel the order submission The order will be deleted and not available for editing or submitting Sapulo 8 Submitting Your Order Once you are satisfied that your order is accurate and complete 1 Click on Next You will be asked to review your order as shown in the example below Current Order Delivery Date 14 May 2014 Please review your order lt Back Next gt Start Over
10. AKE MIX DQU 20L CHOC I MILK MIX 3 Clicking on the highlighted item The item will be added to your order The Available Products list Shown below provides the user with the ability to scan through a list of available products and add specific items to the order Description Order Unit CEN SAP 3406 20 MOZZARELLISSIMA xf UN Jose era ons ww OEE Sapulo To add products from the Available Products list 1 Locate the product you wish to add to your order 2 Click on the Add Icon green plus sign associated with the desired product 3 The product will be added to the Current Products list with a Quantity of 0 4 Change the quantity to the quantity you wish to order When at least one product has been added to the order an additional section will be displayed at the top of the Place Order page called Products for Current Order as shown in the example below Products for Current Order Action Product Description Oty Unit Price Total DQU 20L VAN ICE MK MIX 10 UN Sxxsax 0 00 In this area the user may specify the quantity of the product to be ordered by entering a value in the Qty field In addition users may delete products from the Current Order by clicking on the Delete Icon red x associated with a specific line item on the order 4 1 Off Day Ordering Saputo Customers using the IOS to place orders may now place orders on Off Days It is important to note that arrangements need to be mad
11. D OMING Orders ior LINKS GC UST ONVE Nl Sissassnsticnsnsecacsisasiazesanasacareusbatvesedsanaencslesanmatesnieieanaees 18 5 3 Creating a csv File for IMO OU hee crssnseec cds ponnsens ons acd iver ncetacons ool soeaeacnaavaronddemscetecontedieuninacusinnds 19 6 Copying an Existing Order to Create a New Order 21 7 Working with Favourite Lists 24 7 1 STIS IS LISTS wrasse cca ese ec 24 7 2 EGNING FOUN L e AT 25 7 3 BELIO EOV UNO E aaae EE E A E NAE NEEN 2 7 4 Adding Products to an Order Using Favourite Lists seeesseeeeesesseresrrrrreeresssesssssreessrereereessss 27 7 5 Using BUM TO GUCI S sees 29 Sapulo 8 Submitting Your Order 30 8 1 AAE O E raae EEA EE EEE EER ree 3 8 2 Submitted Orders eee een ene ene te OO vO ee Se 32 8 3 Te O LS O S seem eee ee ee eT a en eee ee oe eT E ere eee ee eee 32 8 4 Request Invoice to be Emailed sincsscacscavssansnnetonsseuedctuncaetcnesenstetutenedenesealsdetetedetetediuedeteigeebeamsinedions 32 9 Master Customers 34 9 1 Sharing Favourites Lists Sapulo Revision History Rev No DENK Revision Summary 1 0 15 March 2010 Initial Release 2 0 19 Nov 2012 Revised with v2 0 Enhancements 3 0 30 Apr 2014 Revised with v3 0 Enhancements Sapto 1 Internet Ordering System Overview The main functions of the Internet Ordering System IOS are to enable our customers to Enter and submit orders RQ _ Perform order and account inquiries 3 Maintain a list of favourite products and 4
12. Total a mm arseomancweion o on sum es ae ormone fo ow om a Search Available Products Start typing a product code or description to get a list of matching products to choose from minimum 3 letiers numbers including spaces to start a search Available Products paa eana basin re roar ie 00000 SAP 340G 20 MOZZARELLISSIMA Sexx UN Ft roon sar 2morera menne Sux on frome sartoo st Provorone foeon on a ooon azzo foo o a oo owane fsa o Sapto Sapulo The Products for Current Order section provides a list of the products which have been copied from the order selected From within this table the user may 1 Change the quantity of product from the original order by increasing or decreasing the quantity associated with a specific product 2 Delete a product from the new order by clicking on the Delete Icon red x associated with the product to be removed The Search Available Products section provides the user with the ability to search for and add specific product to the new order For instruction on how to use Search Available Products please refer to Section 4 The Available Products list allows users to page through a list of available products and manually add items to the new order For instruction on how to use Available Products please refer to Section 4 7 Working with Favourite Lists Customers may create one or more Favourite Lists containing products which are o
13. d Ordered Ordered Ordered Ordered Shipping Date Delivery Day PO 26 Feb 2010 16 Feb 2010 Delivery Date 26 Feb 2010 26 Feb 2010 16 Feb 2010 26 Feb 2010 05 Feb 2010 09 Feb 2010 Friday Friday Delivery Day PO Friday Friday Tuesday Friday Friday Tuesday Sapto 5 Click on the Copy Icon provided in the Action Column associated to the order you wish to copy The order selected will now be displayed as shown in the example below PO Number Copy Order To Copy Order Number Back Delivery Date 05 Feb 2010 Order Date 03 Feb 2010 Status Ordered Total Quantity 17 Total Amount 651 19 Taxes 0 45 Surcharges 0 00 Delivery Date 05 Feb 2010 Total Quantity 17 Product Count 4 Net Amount 651 64 See Description Qty Unit XXXXXX ARM CHED OLD YL 1x10LB 4 54KG UN XXXXXX ARM YL MED CHED 1x10LB 4 54KG UN XXXXXX DLD 10L UHT CHOC I C MIX xxxxxx DLD 16L DAIRY CASE DEPOSIT 6 To proceed with copying the selected order click on the Copy button 7 Your newly created order will now be displayed as shown in the example below Next gt Start Over Place Order Current Order op ne Load from List of Favourites 14 May 2014 Total Quantity 0 Total Amount TestList Load Favourites Taxes Surcharges Net Amount 0 00 H Import from File amp Cancel Order Products for Current Order ation produc oesoem Jary unne pice
14. der Order History Favourite Lists Account Inquiry Delivery Date Copy Order To place a new order select a desired delivery date from the list below New Order J i Delivery Day Date status Existing Orders Don t see the date you need Allow Off Days saturday 02May 2014 open inone You may only choose an off day delivery if you have O monsay _ asitey20 4 opon mon atonoa rs ongar Schease S S wetnescay o7mav2v1a open irone ee eset roman oon omy nonm mn foo o erin penran oon emmy erin femman oon f Osman aman ooe o every pran fo oom er zeman om emmy Or select a future delivery date from the calendar below July 2014 gt Sun Mon Tue Wed Thu Fri Sat Contact Us Help Privacy Policy Legal Notice Baxter Datyend Neilson MN All Rights Reserved Saputo Inc 2008 2 2 Signing Out The following is displayed in the top right corner of each page of the Internet Order System IOS Account XMXXXxXMK TEST ACCOUNT 105 mMy Account Sign Out 1 Click on Sign Out The current session will be terminated and the Login page will be displayed 2 3 Session Time Outs All sessions will time out after 2 hours with no activity taking place in the system When a session times out the following message will be displayed to the user Your session has expired Click here to login again Should you wish to cont
15. e with Customer Service prior to using this functionality To place an order for an Off Day 1 Click in the Allow Off Days checkbox provided on the Select Delivery Date page see below ZAN ote Additional charges may be applied to Off Day orders Once the order has been processed users may request a copy of the invoice from the Order History Page Refer to subsection 8 4 Sapto C Allow Off Days Please Note You should only ch oose g ff day delivery if you have made arrangements with Saputo to do so Eq to accommodate for holiday schedule The Off Days will now be available for selection as Delivery days as shown in the example below Delivery Date Copy Order New Order To place a new order select a desired delivery date from the list below Delivery Day Date Status Existing Orders Wednesday 24 Oct 2012 Open C Thursda Off Day Friday 26 Oct 2012 Open Saturday 27 Oct 2012 Open Sunda 28 Oct 2012 Off Day m Don t see the date you need M Allow Off Days Please Note You should only choose off day delivery if you have made arrangements with Saputo to do so Eq to accommodate for holiday schedule 2 Select the date you wish to place an order for 3 Complete the order using the instructions provided in Section 4 4 2 Account Related Messages At times important information may need to be conv
16. ed as shown in the example below Account XXXXXXXXX TEST ACCOUNT IOS BPACHMANN fh My Account Sign Out Current Order Delivery Date 14 May 2014 Total Quantity 0 Total Amount 0 00 Taxes 0 00 Surcharges 0 00 Net Amount 0 00 Cancel Order B Next gt Start Over Place Order Load from List of Favourites TestList l Load Favourites Import from File J Search Available Products Start typing a product code or description to get a list of matching products to choose from minimum 3 letters numbers including spaces to start a search Available Products paa produa pescription rcs order unit Gr XXXXXX SAP 200G FETA IN BRINE XX XX UN Sapulo The Search Available Products section provides the user with the ability to search for and add specific product to an order by 1 Entering search criteria in the Search field A list of products matching the criteria entered will be displayed as shown in the example below Search Available Products Start typing a product code or description to get a list of matching products to choose from minimum 3 letters numbers including spaces to start a search 130 XXKKKK DLD 120ML HOMO MILK YOOKKX DLD 120ML 2 MILK 2 Selecting a product to add from the list of products retrieved Hovering over an item in the list will highlight the item as shown below DAU 20L VAN ICE MK MIX DOU 20L MLESH
17. eyed to Saputo Customers who use the IOS to order products To facilitate this IOS Administrators have been provided with the ability to include customer specific messages in the IOS Messages will be displayed when creating new orders after the delivery date has been selected as shown in the example below Place Order Messages THIS IS A TEST OF MESSAGE V216 Next gt Start Over 5 Importing Orders from a csv file IOS Customers may now import CSV files containing order information To use this functionality 1 Follow the instructions for creating a csv file provided in Section 5 3 The following example uses a simple csv file containing the following data B 1 XXXXXX J 2 XXAXKX 1 3 XXXAXXX 4 4 XXAXKXK J Column A contains product codes and column B contains the quantity of each product to be ordered 2 Login to the IOS system select a valid delivery date and click on New Order 3 In the Import from File section expand the section by clicking on the plus icon 4 Click on the Browse button and locate the csv file which is to be imported The file name will be displayed in the Import field as shown below Import from File Browse Import What s This 5 Click on the Import button The uploaded order information will now be displayed in the Products for Current Order Section of the order page as shown in the example below Sapulo Sapulo Products for Current O
18. ge will be displayed as shown in the example below Account XXXXXXXX TEST ACCOUNT 10S fin My Account Sign Out Wo Internet Ordering System Place Order Order History Favourite Lists Account Inquiry Delivery Date Copy Order To place a new order select a desired delivery date from the list below New Order Delivery Day Date Status Existing Orders A SAA TAS Cony VOR eee saturday 03 May 2014 Open none You may only choose an off day delivery if you have monday o5may2ors opon wone Stzonmodate Tor ahonday seneaue gt JO weines ay o7mayaoa open o Ory wura o o Omuri erame fome deo e E JO weines ay 14May2014 open ion0 ae ee E Sanday 17 May 2014 open inon JOmeniey sssay2014 open money weines ey 2 May2014 open oo Or select a future delivery date from the calendar below July 2014 gt Sun Mon Tue Wed Thu Fri Sat ContactUs Help Privacy Policy Legal Notice Baxter Daiyland Neilson All Rights Reserved Saputo Inc 2008 Sapto 2 Select the desired delivery date for the order being created This can be done by selecting an upcoming delivery date from the table presented or by selecting a future delivery date from the calendar provided 3 Click on New Order A message will be displayed requesting confirmation of the order date 4 Click on OK to continue The Place Order page will be display
19. ill contain data as shown in the following example B C D 1 XXXXXX 3 XAXAAXKAA 20140504 2 XXAXKA 1 AXXXAKXKX 20140504 3 XAXAAKXK 4 KAAKAA 20140504 4 XXAXKXK 3 XAXAAXKAA 20140504 3 XXXXKX 4 KAAKAA 20140504 6 XXXAXKX 9 XAKAAXAAKA 20140504 T XRKXAKK 3 XKKXAAXKAA 20140504 o KXAAKKAA 12 XXXAAXKXAX 20140504 9 XXAXKA 65 AAXKXAKAK 20140504 10 XXXXXX 9 XAKAAXAAA 20140504 Column A Product Code Column B Quantity of Product Column C Customer Number Column D Valid Delivery Date Sapulo 6 Copying an Existing Order to Create a New Order To create a new order using a copy of a previously placed order 1 Login to the Internet Ordering System The Place Order page will be displayed as shown in the example in Section 4 1 above 2 Select the desired delivery date for the new order being created This can be done by selecting an upcoming delivery date from the table presented or selecting a future delivery date by using the calendar provided 3 Click on the Copy Order button shown below New Order 4 The Orders page will be displayed as shown in the example on the following page Upcoming Orders Order Num XXXXXXXXX XXXXXXXXX Order Num XXXXXXXX XXXXXXXXX XXXXXXXXX XXXXXXXXX XXXXXXXXX XXXXXXXXX Date 03 Feb 2010 29 Jan 2010 Date 24 Feb 2010 24 Feb 2010 23 Feb 2010 03 Feb 2010 03 Feb 2010 29 Jan 2010 Status Ordered Ordered Status Ordered Ordere
20. ing System IOS and would like to set up an account 1 Contact Saputo s Customer Service department using the information provided on the Contact Us page Advise the Saputo Representative that you wish to use the Internet Ordering System You will be provided with a PIN to access the IOS for the first time Once in the system you will be able to set up the usernames and passwords you require for your account 2 Logging In and Signing Out 2 1 Logging In To log into the Internet Ordering System 1 In the Company field dropdown list select the Saputo Company that your account is with 2 Enter your Account Number 3 Click on Next The User Name and Password fields will now be displayed as shown below ZAN ote Welcome to Saputo s Internet Ordering Company z Use the Reset button to System Account Number clear the User Name and Please login to place an order make inquiries on existing orders or manage your online account Please Pas SWO rd fi e d S note after 2 hours of inactivity you will automatically User Name be signed out of your account no update 2013 n Reset 4 Enter your User Name and Password in the spaces provided 5 Click on the Log In button The Place Order page will be displayed as shown in the example on the following page Sapulo Sapulo Account XXXXXXXX TEST ACCOUNT IOS fh My Account Sign Out uO Internet Ordering System Place Or
21. inue working in the Internet Ordering System simply click on the link provided You will be returned to the login page where you may log back into the application Sapto Internet Ordering System User Manual 5 3 Managing Your Online Account Account Owners have access to manage all users associated with their online account As such Account Owners may perform the following functions e View Account Information e Select whether or not order confirmations should be sent by email to specified email addresses e Change passwords e Add Users to their account e Edit User Account Information e View the last login date of users associated to their Account Instructions for performing these functions are provided in the remainder of this section 3 1 Viewing Account Information To View information related to your IOS account 1 Login to the Internet Ordering System The following is displayed in the top right corner of each page Account MXXXxXxXxMK TEST ACCOUNT 105 mMy Account Sign Out 2 Click on My Account The account management page will be displayed as shown in the example below User Name Account Options First Name Edit My Account Test Last Name Test Change My Password Email test test com v Email Order Confirmation Add User Status Active ha Edit User B lt lt Select gt gt Administrator Yes No Last Login 13 May 2014 Update Cancel Sapulo
22. lo ZAN ote If you do not have Build To Quantities set up in favorite list the popup window will not appear Sapulo The favourites list you ve loaded contains build to quantities You can use these to enter the amount you have in stock and the system will calculate how much should be ordered Use Build To Quantities Use Regular Quantities Select Use Build To Quantities if you wish to enter the amount you have in stock and have the system calculate the number to order based on your predetermined build to quantities Select Use Regular Quantities to display the product and manually set the quantity to be ordered The example below shows regular quantities being used The system will review the list of favourites selected against the items already on the order Any duplicates which exist will be noted in the Duplicate Products section as shown in the example below Duplicate Products The following products already exist in your order and were not added again SAP 340G 20 MOZZARELLISSIMA wj ae The system will also remove any discontinued products from the order and display them in the Discontinued Products section In the Products for Current Order section products which are included in the new order are displayed Review the Quantity of product being order and update if required Sapulo 7 5 Using Build To Quantities When the user has added products to a new order and has clicked on the Use
23. modify 2 Information related to the user selected will be displayed as shown in the example below User Name Account Options FirstName Test Edit My Account Last Name Te Change My Password aii Email test test com v Email Order Confirmation Add User Status Active v Edit User 33 lt lt Select gt gt Administrator Yes No Last Login 13 May 2014 Update Cancel 3 Make the desired changes to the user account 4 Click on the Update button Your changes will be saved 3 4 Adding Users An account owner may add an unlimited number of users to an active Account To add a new user 1 Click on My Account in the menu at the top 2 Click on the Add User option provided The following will be displayed User Name Account Options First Name Edit My Account Last Name Change My Password r Email L Email Order Confirmation Add User Password Help Edit User _ _ sss lt lt Select gt gt a Confirm Password Administrator Yes No Create Cancel 3 Enter the requested information as it relates to the user being added 4 Click on Create The new user will now be able to access the IOS using the User Name and Password specified 3 5 Deactivating Users Users can not be deleted from the system Users can however be deactivated Inactive users may not access the Internet Ordering System IOS To deactivate a user 1 Under the Edit User opti
24. on on the menu select the user you wish to deactivate The user s information will be displayed as shown in the example below User Name est3 Account Options First Name ltest3 Edit My Account Change My Password Last Name ftest3 Add User Email test3 test com I Email Order Confirmation Edit User Status Active Last Login 07 Jan 2010 Update Reset Password Cancel 2 Select Inactive from the Status drop down list 3 Click on Update The user selected will no longer be able to access the Internet Ordering System Alternatively user account information may be overwritten updated with information related to a new user This can be done by following the instructions provided in Section 3 3 Sapulo ZAN ote Click on the Cancel button to abandon your changes Sapulo 3 6 Changing Passwords If you are the Account Owner and you wish to change your password Select Change My Password from the menu at the left The following will be displayed Old Password Account Options Edit My Account New Password Help Confirm New Password Change My Password Add User Update Cancel Edit User lt lt Select gt gt ContactUs Help Privacy Policy Legal Notice Wilson GEGEN Baxter Daiyland All Rights Reserved Saputo Inc 2008 Enter your current password in the Old Password field Enter the password you wish to use in the New Password field
25. rder SRR KK SMR SMR Proceed with following the standard procedures for completing and submitting orders 5 1 Correcting csv Import Errors When conflicts arise during the import of data users will have an opportunity to resolve the issue prior to completing the import A sample conflict may look like the error presented in the example below Sorry we were unable to load your import file Please check below for errors You may resolve the problem below or fix the file that you imported and try again Press Save to accept your corrections and continue Select Cancel to discard the impor file so that you can try again Action Product Description Qty Error Message x XXXXXX 12 Invalid Product Save Cancel In this example an invalid product code was included in the import file In this case the error is resolved by entering a valid product code and clicking on the Save button 5 2 Importing Orders for Linked Customers When a Master Customer order is being created using the Import functionality the Master Customer may order products for linked customers To do so The master customer will select File contains additional customer accounts from the Import from File section shown below Sapulo import from File Browse Import Whats This File contains additional customer accounts In addition to product codes and quantities the csv file to be imported must contain 1 customer n
26. rdered on a regular basis Favourite Lists may then be used to add products to new orders Instructions for working with Favourite Lists are provided in the remainder of this section 7 1 Creating Favourite Lists To create a Favourites List 1 Click on Favourite Lists on the navigation menu 2 The Favourite Lists page will be displayed as shown in the example below Account XXXXXX TEST ACCOUNT 10S BPACHMANN fin My Account Sign Out SQ Place Order Order History Favourite Lists Account Inquiry uO Internet Ordering System J Favourite List Details Favourite Lists Create New List List Name EF Share What s This Edit List Lock ee EUSE Create Del E Copy Search Available Products Start typing a product code or description to get a list of matching products to choose from minimum 3 letters numbers including spaces to start a search Add Product Codes Use dot to separate between product codes Add Available Products nad roduct nescion rie order nit a poma sar sc ane uozareussin oeoa on Yoox saame rowear ren seme ww a roon sarzo0Feramene seoa w OS Favorites aspx 000K DLD 2L I C MIX Sax UN 3 In the Favourite List Name field enter a Name for the list being created Sapto Sapulo 4 Ifthe listis to be shared or copied check the desired option If not leave the fields unchecked Note these options must be selec
27. red Ordered Ordered Ordered Shipping Date Delivery Day PO 26 Feb 2010 16 Feb 2010 Delivery Date 26 Feb 2010 26 Feb 2010 16 Feb 2010 26 Feb 2010 05 Feb 2010 09 Feb 2010 Friday Friday Delivery Day PO Friday Friday Tuesday Friday Friday Tuesday 8 3 Past Orders As shown in the example above past orders may be reviewed at any time from the Order History page Both past orders and upcoming orders may also be used to create new orders using the copy functionality described in Section 6 8 4 Request Invoice to be emailed IOS Customers may request invoices for specific orders to be sent by email To request an invoice to be sent by email 1 Log into the IOS 2 Select Order History The Past Orders page will be displayed as shown in the example below Sapulo Past Orders Action Order Num Date Status Delivery Date Delivery Day PO KAKNKKNN 24 Feb 2010 Ordered 26 Feb 2010 Friday XXXKRMKKKX 24 Feb 2010 Ordered 26 Feb 2010 Friday MAMMA 23 Feb 2010 Ordered 16 Feb 2010 Tuesday KAXXXXXXX 03 Feb 2010 Ordered 26 Feb 7010 Friday KKA 03 Feb 2010 Ordered 05 Feb 2010 Friday KEKANA KE 29 Jan 2010 Ordered 09 Feb 2010 Tuesday 3 In the Action column click on the Send Invoice icon associated with the order you wish to receive an invoice for 4 The invoice will be emailed to the email address provided on the user account for the logged in user Sapulo
28. ssed and an e mail sent to test test saputo com within 20 minutes to verify your order Total Amount 104 19 Taxes 0 65 Surcharges 0 00 Net Amount 104 84 Order Summary Delivery Date 16 May 2014 Bill To Ship To IOS TESTING Purchase Order 8 1 On Hold Orders Users may place orders on hold for completion at a later date When on hold orders exist they will be displayed at the top of the Place Order page as shown in the example below Orders on Hold Order ID Delivery Date Product Count Total Quantity 02 Mar 2010 E g 02 Mar 2010 5 02 Mar 2010 a 02 Mar 2010 On Hold orders may be deleted by clicking on the Delete Icon red x associated with the order They may also be edited and or submitted as desired by clicking on the Order ID hyperlink Sapulo Sapulo 8 2 Submitted Orders Submitted orders may be viewed and or reviewed by selecting Order History from the navigation menu All orders which have been submitted but not yet delivered will be displayed at the top of the Order History page as shown in the Upcoming Orders section in the example below Upcoming Orders Order Num XXXXXXXXX XXXXXXXXX Order Num XXXXXXXX XXXXXXXXX XXXXXXXXX XXXXXXXXX XXXXXXXXX XXXXXXXXX Date 03 Feb 2010 29 Jan 2010 Date 24 Feb 2010 24 Feb 2010 23 Feb 2010 03 Feb 2010 03 Feb 2010 29 Jan 2010 Status Ordered Ordered Status Ordered Ordered Orde
29. ted prior to Creating the list 5 Locate and add the products you wish to include in the Favourite List being created 6 You may add more than one product codes from the Add Product Codes section product codes must be separated by dot 7 If you wish to use quantities and or build to quantities enter the desired amounts in the fields provided 8 When you are satisfied that the new favourite list is complete click on Create List The new list will be saved to the IOS database for future use and displayed in the Edit List dropdown menu for editing 7 2 Editing Favourite Lists Favourite lists may be edited as needed in order to keep them current To update a Favourite List 1 Click on Favourite Lists on the navigation menu 2 Select the list you wish to edit from the options provided in the Edit List dropdown menu The selected list will be displayed as shown in the example on the following page Sapto Favourite Lists Create New List Edit List Favourite List Details List Name TestList El Share Lock What s This Save Delete Favourite List Products SAP 340G 20 MOZZARELLISSIMA Ca e ronen o o S o e Search Available Products Start typing a product code or description to get a list of matching products to choose from minimum 3 letters numbers including spaces to start a search Add Product Codes Use dot to separate between product codes Add
30. umbers for product being ordered for linked customers and 2 Valid delivery dates for the items being ordered for linked customer See section 5 3 for additional information related to creating csv files for importing order details to IOS Note When product is ordered for Linked Customers it is only available for viewing through the Linked Customer s account 5 3 Creating a csv File for Import To create and save a csv file to be used to import order information into the IOS 1 Open anew Excel worksheet 2 Enter data into the worksheet in this order 1 Column A Saputo Product Code 2 Column B Quantity of Product to be Ordered 3 Column C Saputo Customer Number 4 Column D Delivery Date in the format of YYYYMMDD i e 20121231 Must be a valid delivery date for the linked customer Note only when File Contains Additional Customer Accounts is selected 3 To save the file select Save as and in the Save as type field select CSV Comma delimited Save as Lype esy Comma delimited CSV FILE EXAMPLES 1 To create a csv file to be imported with product being ordered for one customer account the csv file will contain data as shown in the following example A B 1 XXXXXX 3 2 XAKAAKK 1 3 XAKAKXK 4 4A KAXAKKA J Column A Product Code Column B Quantity of Product 2 To create a csv file to be imported with product being ordered for multiple customer accounts the csv file w
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