eSysco V2 User Manual
Contents
1. SS The system will ask you to confirm if you would like to open or save the template in Excel 46 Sysco Module 5 Using Search and Shop Module Objective In this module you will be shown how to effectively use the Search and Shop feature to find products You will Search for products by description Shop for products e Search for products using advanced search techniques 47 Sysco Searching and Shopping in eSysco Like most software applications that we use on a daily basis there are times when we need to search for something that we are unable to locate The eSysco Online Ordering System provides the users with a very flexible and easy to use method of searching for products that you need more information about or are simply trying to add to you order Like most applications there are numerous ways to utilize the search function eSysco allows the user three different ways to search for products and integrates the search feature into the order feature so that you can easily add a product that you have found directly into your order or perhaps into a new or existing template There are three methods of searching for products in the eSysco Online Ordering System The first is a simple search by any part of the description of a product The use of the actual product code is not a searchable feature IE chicken 2Ibs or 4000 count per box The second method of searching is to shop f2. OR Sysco 12 If you would like a printed copy of your order then click the Pin Function button and a window will appear with your order as it will be printed open onneni cod TEF EL T 21 Sysco Deleting Products From An Order In eSysco As you have seen from the previous exercise entering an order in the eSysco system is a relatively simple and straight forward process Removing items from an order is equally as simple a process as you will see in the following exercise Exercise 2 2 Objective Deleting Products from an Order Scenarii You re creating an order in eSysco and are ready to complete the process when you realize that you have ordered some products that you already have in stock or perhaps you have made a mistake and added products that you don t use In the following exercise you will delete some products from an existing order you ve created in eSysco 1 If you are currently in an order that is open select the product that you wish to delete crdarurar25 3669 shia Tuesday gut 26 2000 EA Desasir tnd ma GOH Pis Tai lt Chessecake Choc Expos ed een 3 aes ae d 2 On the right side of the item line beside the total you will see a small X Click on the X to remove the product from the order A small text box will appear stating delete this line when you p
3. Course Description Target Student This course was designed for our SYSCO Foods Services customers who want to make the most of their time when it comes to placing their orders online By providing you with an online server based you don t need a copy of our software environment designed to make the ordering process simple and easy yet comprehensive and efficient we have empowered you with the ability to determine where and when you would like to place your order with SYSCO Foods Services How to Use This Book As a Learning Guide Each lesson in this manual covers a specific topic related to online order entry The lessons are arranged in order of increased proficiency the skills you acquire in one lesson can be used and developed in subsequent lessons Each lesson is organized into a results oriented subject Each subject should include all of the relevant and supporting material that you will need in order to master the use of the eSysco Online Ordering System and the exercises in each module will provide hands on practice to master each skill Sysco Course Objectives The objective of this course is to provide you with the information you will require in order to utilize this tool to its maximum efficiency and streamline the ordering process for you the customer In this course you will learn how to e Log onto the eSysco Online Ordering System Create basic orders from our online inventory e Adjust order detail
4. ML and click You will be presented with only Heinz ketchup products sold in the ML size Search eSysco Descigon fresno laran one Aes Ay corgo Prr eft vor EEE 50 A resurs senseo Kateh Bt Pos Foro Fall Hore 24378ML Oy 15 sao asorr setup mea upss voum bare zaas ow me saas azio etc Pocket Here soam ow e sios ee ee ee a As you can see from the above exercise the ability to search for specific items brand and size is very simple One thing to remember is that you are not able to search on the quantity of items per pack searching can only be performed on the size of the individual product 55 Sysco Module 6 Switching Customers and Transfers Module Objective In this module you will be shown how to switch customers You will e Switch Customers 56 Sysco Switching Accounts If multiple customer numbers have been attached to your User ID this component of the eSysco Online Ordering System can be used to switch between the various accounts When you first log in the system it will prompt you as to which customer you would like to place your order with select that customer and you will be logged into that account If at some point after you have logged in you need to switch to another account this can easily be preformed by selecting the _SWieh Customer main heading tab and you will directed to the selection screen Exercise 5 1 Objective Switching Customers 1 From any screen
5. main heading tab and the order will open showing you the detail of the products you have ordered oneness Teeeuntzesme O etnies Reb one Pasa Taa A pen e ce a aue Ba me SS amoran rea rn 26505 Fees SIG ma g Fan gt Sk Py iw Sas a mo mas e a Se moo Pond ed onal o e rare oo 24 SS ee 4 From this point you can complete the order by clicking the Complete function button at the bottom of the screen or you can place the order back in suspended mode by clicking the function button at the bottom of the page Viewing an Open Order Exercise 3 2 Objective View and Open an Open Order Scenario You have created an order which you have completed and submitted into the system You later realize that you may have made a mistake on the order and or forgotten to order certain items so you need to have a look at the detail of the order to determine if you made a mistake or forgot to order a particular product Although you are able to view an open order you are unable to make changes to that order In order to make order changes please call customer service 31 Sysco 1 In the 2S main heading tab of the main window select the sub heading of Open to display a list of your current open orders Tuseeay august 25 2008 ia Siesa aba 17o maeme E Be Se eestor ieee Pea pemasa Stet eee 2 Select the order that you would like to view the detail of and c
6. Suspend and reopen orders Create templates to expedite the ordering process Determine the current status of your order Search and Shop for products Sysco Module 1 Introduction to eSysco Module Objective In this module you will be introduced to the basics of accessing logging on to and navigating within the eSysco environment You will e Learn what eSysco is and what it can it do for you Access the log in screen and sign into eSysco Explore the main eSysco screen e Navigate within the eSysco environment Sysco What is eSysco The eSysco Online Ordering System is Sysco Canada s answer to real time interactive online ordering Our proprietary online ordering system has been designed for ease of use By entering your User ID and Password you are given access to an online environment that will allow you to place and suspend your orders search for products while you in an order or are adding products to a template view the status of your order and create customized order templates that can be used as standing orders With minimal training you will soon be comfortable and familiar enough to be entering your orders into the eSysco Online Ordering System Sysco igning On to eSysco Once you have received your user name and password you are now ready to log on to the eSysco online ordering system The eSysco sign on screen can always be reached by pointing your browser to http www esyscov2 ca foll
7. eSysco V2 User Manual Sysco eSysco V2 Sysco Table of Contents Course Description Target Student How to Use This Book As a Learning Guide Course Objectives Module 1 Introduction to eSysco What is eSysco Signing On to eSysco Navigating the eSysco Website Home Main Orders Main Templates Main Search amp Shop Main Transfers Main Switch Customers Main Column Header Descriptions Printing Module 2 Order Entry Entering an Order into eSysco Deleting Products From An Order In eSysco Suspend and Reopening a Suspended Order Insufficient Inventory Windows Using the Search Function to add Items to an Order Specifying Eaches Rather Than Cases Module 3 Order Status Viewing Your Order Status Viewing a Suspended Order Viewing an Open Order Viewing an Invoiced Order Module 4 Creating and Using Order Templates Templates In eSysco Creating a New Template Creating an Order Based On a Template Updating Changing an Existing Template Deleting a Template Printing a Template Downloading a Template Module 5 Using Search and Shop Searching and Shopping in eSysco Searching for Products by Description Shopping for Products Advanced Searching for Products Module 6 Switching Customers and Transfers Switching Accounts Sysco Glossary Index Sysco
8. order process Teistes Geerch Shop Admin Transters Gwth Customer Order Information customer umber Anderson Co op Cal76006 5000600 order Date Thuroday August 20 2009 Stio Date Tuesday Amt 25 2009 Potumber Special instructions Soparatoimcico C a a a a SS When you ve completed the Order Information window click the a function button to proceed to the order window When you have completed entering the quantities of the products you require click the d function button at the bottom of the template order window This will take the template information with quantities and add those items to your new order ere 3 A Oma pie OOH Patis cts as O ESEXES co ee ee R Sey 41 Sysco 5 You are now in the main order window and are ready to complete the order process Click the main function button at the bottom of the page to complete the order process IB in oct lvoe ns On 2 immen E EA en ote eS m ECO COE me etn J 8S ee eee 6 Complete the Order Information page and then click the function button at the bottom of the page Hame Templates Sesich Shop_Asmin Transfers _Swich Customer Order Information i renting appears cortet pense prens the order Date Thuracay august 20 2000 Ship Date Tansy Ragu 25 2005 ee E Po Number a J gi SS Soniai ecttuctene Den Peterson saso Ban Paterson a E Saa e D es SS 7 Select F or
9. Online Ordering System is a real time interactive online ordering system that allows you to enter your orders perform product inquiries view your order status create templates and much more By keeping the user interface simply and easy to use we allow you to concentrate on what you do best operating your business With a little bit of practice and training you will be entering your orders with ease and efficiently We have endeavored to incorporate all of the features that will enable you to enter your orders and wait for delivery Once you have registered your company into the eSysco online ordering system received your username and password you ll be ready to place your first online order Begin by accessing the eSysco website and let s begin putting an order in 17 Sysco Exercise 2 1 Objective Creating an Order in eSysco Scenario Grand opening is in two weeks it s time to start ordering some of the products you are going to need to operate your business You ve registered signed on had a look around and now it time to place your first order Let s get logged into eSysco and place our first order 1 Access the main login page to eSysco and log into the system 2 From the Select Customer Window select your company and click the Select Customer function button Please Select Your Customer Customer _ Name Address Store Number ancorson coop cna Tas WAN ST YARNGUTH T 5007275 MoevD
10. a a ge Oe ee a 4 After selecting Poultry Fresh click on CI Home Orders Templates Admin Transfers Switch Customer a Search Shop Advanced Search 3 Shop eSysco s Shop Poultry Poultry fresh pomem Turkoy trosn ack feat ig Misc a a a a a a a a 5 After selecting Chicken Fresh click on Cvp whl w gibs Home Orders Templates Admin Transfers Switch Customer Search Shop Aavancea searen Shop eSysco Shop Poultry Poultry fresh Chicken tresh conwe wine Nem Numper Description CARDA There are no items available within this caiegon Cvpcutup Cvp ram brst Cvp ptn s o brs AR a NUA D ee ee ae haaahanda 52 Sysco 6 After selecting Cvp whl w gibs you will now see all products in Shop eSysco Sen ay Potent opoe a ea fre Cathe et AC he Mager KOH Code Olan nts 2a zane ssia non 53 Sysco Advanced Searching for Products If you are interested in seeing all of the different types of products that are contained in dairy department then you can use the Shop search feature in the eSysco Online Ordering System This feature allows the user to search for products by browsing through windows tree type structure You begin by choosing a department such as dairy or meat from there you simple progress deeper into the category sub category etc For more general types of searches this is an ideal searching tool Exercise 5 3 Objective Advanced Searchi
11. designed to be user friendly and easy to navigate In this section we go over the main headings and the sub headings within the site and briefly discuss their functionality Home Main The home screen will provide you with information regarding maintenance to the site as well as a demonstration of the eSysco site Orders Main The Order main page will allow the user four 6 main functions New Order Open Print Download Refresh List and Delete these functions are by relationship available within all of the three sub headings on the main order page which are Suspended Open and Invoiced Below is a brief description of each heading and its functionality Suspended Sub The Suspended Orders window is an area of the main order window where you can put an order on hold or in effect suspend the order until you are ready to send the order in for processing Within the Suspended Orders window are five 5 sub functions which reside at the bottom left hand of the viewing window These sub functions allow the user to 1 Create a new order 2 Open an existing order that is currently suspended 3 Print a suspended order 4 Download an order to Microsoft Excel 5 Delete a suspended order Open Sub The Open function window will allow you to view your individual orders which will include such information as the order number shipping date PO total of the order and who it was created by Within
12. get you started 1 From the main eSysco webpage click on _823h Sh P main heading tab This will take you to the Search scree Home Orders Templates Amin Transfers Switch Customer Search Shop Adanced Search Search eSysco 50_ results Done Manaasedas 49 Sysco 2 In the white text box type in pork and click on the function button Search e8ysco ED E onon ses Pt Chap lie Me Srono Any products that contain the word pork will be found 3 This time type in the word tom paste and click the function button Home Orders Templates Aamin Tianste Suten Customer Bearn Shon Aden Sear Search eSysco sna E Hese ne Montium Descroion rand Packie 00H ee Sauce Pasto Sn Tomato Canad Hen awama Dy woo saae sasse Souce Tomato Nio Salt Hee gaem Dy 4 s556 P nen Any product that contains the word tom or the word paste will be found As you can see from the exercises above searching for a product within the eSysco Online Ordering System is a very easy task One thing to remember is that you cannot search for a product by the product code Inputting the code into an actual order will produce the product description details within the order 50 Sysco Shopping for Products If you are interested in seeing all of the different types of products that are contained in dairy department then you can use the Shop search feature in the eSysco Online Ordering Syste
13. within the eSysco Online Ordering System click on the Smith Customer main heading tab You will be directed to the Select Customer screen a ae a ae eee ne 2 Select the customer you would like to switch to and click the icon in the bottom left of the window 5007275 Mickey D s Subs amp Stuff ANN Orders Templates Search Shop Admin Transfers _ Switch Customer ck Here te Mews manna Welcome a ti eee You will now be switched to the new customer 57 Sysco Glossary Brand The brand name of the product CAT The category that an item has been grouped Click on the Category Numbers CS EA Specifies whether cases CS or packs eaches EA should be ordered for a specific item Delivery Date The date that the order is to or did arrive at your location Description The written description pertaining to the item Eaches Eaches are products that are available in less than a full case quantity Entered date The date that the order was entered Invoice Total The amount charged to you the customer The actual Invoice may include additional charges such as bottle fees and taxes Invoiced An order that is in Invoiced status has been completed and Order processed into the billing system Invoiced orders are not updatable Item Product Item number Item A specific number used by our system as an identifier for
14. Shop main page will allow the user access to three 3 sub headings Search Shop and Switch to Advanced Search and will allow the user to specific how many search results are show upon completion of the search The Search feature will allow the user to search for a product by full or partial name IE stk cheese mozz The Shop feature will allow the user to search for a product by category 12 Sysco The Switch to Advanced Search will allow the user to search for a product by a multitude of criteria such as 1 Description Brand Area Category Size History Duna wN by selecting Switch to Advanced Search you have the ability to switch back and forth between Advanced and Basic searching functionality Transfers Main The transfers feature will allow user to upload their orders from third party applications such as CBORD Clearview and Foodtrak Please speak to your MA regarding the setup of this feature Switch Customers Main The Switch Customer main page simply allows the user to switch between different billing entities IE a large establishment may infact require different billing requirements or have different pricing structure for different areas of the business 13 Sysco Column Header Descriptions Within each of the different windows of eSysco are a multitude of column headers that provided the user with information regarding their orders and or templates that they
15. button This will take you directly to the items entry section of the new template where you can add products to your template ns A se a ise ee If you know the item numbers of the products you would like to add to your template then simple add the product numbers followed by pressing the ENTER key on your keyboard and proceed until you are complete Enter the Par value which is your personal indicator as to the minimum amount you would like to keep in stock a a omo tom pw pwe oos parom gorem ma fer Ener u FK kannan 38 Sysco 6 When you have completed entering all of your products for the specific template then click the main function 52 function button Step 1 at the bottom left side of the screen and then click Fe Step 2 on the next message box that appears Fear isher Adm Taneira sene curone 2 cs om cmn int Par oe ooi easan maten a DE is eee pasar masaa m Fesa 4 SSS ee 7 You have now been returned to the main template screen where you can now see the template you just created Templates Lists Presious Orders Order Templates Template Name Date Nosies Thurseay August 20 2003 D s0151 39 Sysco Creating an Order Based On a Template Once you have created your templates within the eSysco Online Ordering System you will be ready to use those templates to place orders In the follow
16. charges such as bottle fees and taxes Printing Essentially any order whether suspended in open status or invoice can be printed for viewing The process is always the same and is very simple and quick From either the Orders main header page you have the option of viewing suspended open and invoiced orders Select the order you wish to print and click the print button at the bottom of the window A new tab will appear with the invoice in print mode and the print dialog box will appear on the tab This process is identical for open or invoiced orders From the templates window the process is exactly the same Select the template you wish to print and click the print button at the bottom of the window A new tab will appear and the print dialog box will follow close behind NOTE All order regardless of their status can be opened first and then printed 15 Sysco Module 2 Order Entry Module Objective In this module you will be learning how to use the eSysco Online Ordering System to enter your product orders You will Create and Complete an Order Delete Items from an Order e Suspend and Reopen a Suspended Order e Use the Insufficient Inventory Window e Use the Search function to add Items to an Order Specifying Eaches rather than Cases 16 Sysco Entering an Order into eSysco The eSysco online ordering system has been designed and customized for you the SYSCO Food Service customer The eSysco
17. click the Een function button at the bottom of the screen Searh Shp Aamin Trasta Suh Customer Templates Lists Previous Orders Order Templates TemplateName Date Nosed Em EE Bel A 43 Sysco 2 If you are to adding a product type the product code into the Item Number field and press ENTER on your keyboard This will add the product to the template me ta seach sip in Tans Sch te E i Daten fut rica oi Pee ten 2 H eie ae So CEE Dama pur a onone 2 gia CE CE 7 f 1 If you do not know the item number you can use the search sho feature to locate the product and then add the item see module 5 Ss 3 If you need to delete a product then select the product by clicking on the description of the product and a set of four icons will appear at the end of the product line aati an Sling sk Sees z em hamber CE EA Desgin Bat pne OH padme So En 2 Go Biter Paco Wien Ea e OSOR a ae e eee S CEE a mo Se 1 The four icons will allow you to move the line item up or down in the list insert a line or delete a line item the system will not prompt you to confirm any of these actions 4 Once you have completed your changes you can resave the template and overwrite the original or you can choose to save the template as a new template Both options are available through the function buttons at the bottom of the scre
18. der Status Once you have begun entering orders in eSysco you may at some point need to view the status of your orders The eSysco online ordering system allows for three different types of order status suspended open and invoiced Each of these statuses s can be viewed from within the main order window which will be covered in the following exercises Viewing a Suspended Order Exercise 3 1 Objective View and Open a Suspended Order Scenario You ve created an order and placed the order in Suspended mode with the intention of returning later to complete the order You come into work the next morning and are ready to complete the order This is the first order that you have suspended but you ve never reopened a suspended order to complete it Not a problem follow the next exercise and you ll be shown how to view your suspended order and how to open the order so that you can complete it 1 From the main order window select the at the top of the window Suspensea Orani moes Suspended Orders Orsat Number _ Stip Date Fo Tool Cratos EGGS Tuatay Rogar 0008 g T GORPITS Orders main heading tab aaa SSS ES 2 Within the orders main heading tab click on the sub heading called Suspended This will display all of the orders that are in suspended mode 30 Sysco 3 Select the suspended order that you would like to open and or complete and click the Eeen function button at the bottom of the Orders
19. en Servos A oeno bud a ow maan soren be Sora ECE a a _ Sysco Deleting a Template If at some point in time you need to delete a template the process is quite simple In the template window select the template you wish to delete and click the Ee function button at the bottom of the main template window see below Home orders Seaith Shop Aomin Transfers Swich Customer Tomplatos Liete Provius Ordors Order Templates Template Name Date Nodited E tees b E E The system will ask you to confirm the deletion of the template 45 Sysco Printing a Template If you would like to have a printed hard copy of a particular template select the template you would like to print and click the Pin Function bottom of the screen Seatch Shep Aamin Transters Swich Cusiomer Home orders Temelts Liete Provous orders Order Templates ent Dale Nodiied EENI Feen e e M A The system will ask you to confirm the printing of the template Downloading a Template If you would like to download a copy of your template into Excel which is the default downloading application select the template you would like to download and click the Devroad function button at the bottom of the screen Seaich Shop Admin Transfers Swich Customer Temolates Liste Prenous Orders Order Templates Tompa Namo Dato nioomea Fistor
20. er that you would like to view and click the Open function button at the bottom left of the screen empsies Soarch Shop _Adrmin_Transters_ Swich Customer Invoiced Ord piers soe pierre rt rest lerne Bina a1 2008 BS _ SS a3 Sysco 3 You should now be able to view the detail of your invoiced orde You have now used all three suspended opened invoiced of the different viewing functions available within the eSysco online ordering system The next section of the manual will deal with the creation and use of templates a feature that will allow you to save time in the ordering process 3 A 2 Le 34 Sysco Module 4 Creating and Using Order Templates Module Objective In this module you will be shown the different methods of using templates to streamline the order process You will Create a new Template Create an Order Based on a Template Update Change and Existing Template Deleting a Template Printing a Template Downloading a Template 35 Sysco Templates In eSysco Like all templates in any type of system their use is typically focused around saving time and effort The template section of the eSysco online ordering system is no different It was designed to assist users in their ordering process specifically by capturing orders where the content is ordered on a consistent basis otherwise more commonly referred to a
21. er the number of cases CS you require or the number of eaches EA and press the ENTER key The system will automatically update the order line with the product description brand price Quantity on Hand QOH pack size and total price and place you on second line of your order 8 Continue entering your product ID s when you have completed your order select the function button The Order Information screen will present itself Hone JER Teneis Sea Shon Ain Tost Order Information Customerumber Andereen Coon CaHTE086 s000608 Please com me aotan Tor mio ancy cee Order Date Thursday August 20 2009 Poneta Kaa hee a stiovae Tue na 5 20 E ieee Toaibovar sise40 PO Mumbar C Tares 0 05 ee a speciale Dl ok or epost 000 eit te Crates Tota 0 00 eS See 9 After you have completed the Order Information screen click the Cen function button The system will now ask you to print or continue the order process 10 Selecting function button to process the order or Pitt to print a copy of your order The system will now place you the Suspended Order sub heading page of the Main Orders main 1 o ERR Order Complete Your order numberis 2548886 3 DO MP AP AM AP MP ee 11 Click on Open sub heading page to view your order s If you would like to see the detail of the order select the order you would like to look at and click the Open function button at the bottom of the window LELIT
22. every item we carry List A list is a sub component of a template that can be used for multi location establishment that require slightly different template due to different product usage Open Order An order that is in Open status means the order has been completed nut not yet processed into the billing system Open orders are not updatable Order The order number displayed for a completed order Ordered By Specifies who how the order was placed INTERNET USER 1D of SALES DESK REP REMOTE etc P O The purchase order number that you entered when creating your order to be used only as a reference Pack Displayed as Pieces Eaches Per Case Weight or size of Each Piece Unit Populated by an EA CS or CS EA Tells you how the item can be ordered by the case CS each piece EA or both CS EA Price The cost of the product to you the customer QOH Quantity on Hand Qty The amount of cases or packs of a specific item to be ordered Suspended A suspended order is an order that has been placed into a Order mode suspended that will allow the user to access to the order at a later more appropriate time An order in suspended mode will remain there indefinitely but the 58 Sysco products will be placed back into inventory each night and updated into the suspended the following da Template A template is a record of an order that can be used and updated at your convenience Time The time of the day that
23. f creating a new template Exercise 4 1 Objective Create a New Template Scenario You have placed a few orders using the eSysco system but would like to make the process a bit timelier You re familiar with templates from other applications that you use like MS Word where you ve created a fax template and a general letter template You re aware there is a template feature in eSysco but you ve never created one and you re not to sure about the actual process The following exercise will assist you in creating a new order template 1 From the main window click on the main heading tab Step 1 This will direct you to the template window From within the main template window click on the sub heading Templates Step 2 This will display the History default template and any existing templates you have created exch eo Ain Tad Soh Citar Tepiates Lists Proinas Orcaes rder Templates pr 37 Sysco 2 To create a new template click the Me function button at the bottom left of the template screen This will produce the following screen Home orders SRE eaten shoo Admin Transfers Switch Customer d Template Name o e Update Contracted items C 2 e e From the new template window enter the name of the template Dairy check whether you would like new items on your contract bid to be updated to the template puede have completed the new template form click the Conte function
24. g for click on the icon to the right of the product price to insert the product into your order Search eByseo cement 5 Your cursor will now be in the quantity field of that product Enter the quantity you wish to order and when you have completed the order click the function button or the function button to place the order in suspend mode jo Ears ereere 27 Sysco Specifying Eaches Rather Than Cases For some products you may wish to order a quantity smaller than a case this is not available on all products but for products that can be order in quantities less than a full case that option will be readily apparent with in the order form Directly beside the quantity case field will be a quantity each field which can used to order products in volumes of less than a full case Simply indicate the number of eaches that you require by typing that number in the each field See Example Below E A es AE ee pore E3 Dasoiptan Bwa pna GoH parser wT tee Tae S ue m aure s Spine T2508 CE aE sb aw bs ee 2 od IO a as ca 28 Sysco Module 3 Order Status Module Objective In this module you will be shown the different methods of viewing the status of your order You will e View and Open a Suspended Order e View and Open and Open Order View and Open an Invoiced Order 29 Sysco Viewing Your Or
25. have created Below is a short description of the information that each header displays to the user Item A specific number used by our system as an identifier for every item we carry Qty The amount of cases or packs of a specific item to be ordered CS EA Specifies whether cases CS or packs eaches EA should be ordered for a specific item Description The written description pertaining to the item Brand The brand name of the product CAT The category that an item has been grouped Click on the Category Numbers Legend for more info Pack Displayed as Pieces Eaches Per Case Weight or size of Each Piece Unit Populated by an EA CS or CS EA Tells you how the item can be ordered by the case CS each piece EA or both CS EA Price The cost of the product to you the customer Total The extended price of the line item Price field multiplied by the Qty field Order The order number displayed for a completed order P O The purchase order number that you entered when creating your order to be used only as a reference Entered The date that the order was entered Time The time of the day that the order was entered Ordered By Specifies who how the order was placed INTERNET USER ID of SALES DESK REP REMOTE etc Delivery Date The date that the order is to or did arrive at your location 14 Sysco Invoice Total The amount charged to you the customer The actual Invoice may include additional
26. ing exercise we will take our existing dairy template and use that template to generate our next order Exercise 4 2 Objective Create a Order Based on a Template Scenario You have created your first template for the dairy products that you order on a regular basis of once per week Friday evening arrives and you decide you should place your dairy order so that it arrives Monday morning Using your dairy template you place your order for delivery on Monday The following exercise will demonstrate how to use an existing template to create an order 1 Ensure that you in the template screen with eSysco and click on the sub heading of Templates Home Orders Seaich Shap Admin Transfers Switch Customer Templates Lists Previous Orders Order Templates Template Name Date Modine ary Thursday August 20 2009 0 0015 2 Select the template that you wish to create the order from in this case select the Dairy template from the template window and click on the Een function button on the bottom left of the screen and your template will open see below 40 Sysco eee Sees ma Siaa a RE ET cm ar Tes q 2 et 3 To create an order based on the dairy template click the eae anae function button at the bottom of the screen and your screen will change to the Order Information window Confirm and or add information to this window to complete the
27. lace your cursor on the X i e i i a uer nane mnene S emtumeu cE Desario emt a oon pasen Taa camaro eine Fe waa moter abe eT E G aaa COO E 2 lt You have now completed the process of deleting a line item from an order This process will differ slightly if you have an order that is in suspended mode 22 Sysco Suspend and Reopening a Suspended Order Within the eSysco system is a feature that will allow you to suspend an order until you have completed it or are ready to submit the order for processing Orders will remain in suspended mode for a period of no more than 7 days but the products within the order will be reallocated back into inventory every evening This in turn can effect the item count in your order the following day In other words a product that you ordered 10 cases of but placed in suspended mode on Monday may infact tell you on Tuesday that there is now only 5 cases in stock because of the reallocation of inventory someone else ordered the other 5 cases and completed their order while yours was in suspended mode Exercise 2 3 Objective Suspend and Reopening a Suspended Order Scenario You are inputting an order into eSysco when you are interrupted as your assistance is required to help solve a problem You don t want to leave your computer unsecured and you don t want to delete the order Fortunately there is a handy feature in eSysco that will allo
28. lick the Zeen function button at the bottom left of the screen San RTE A rE A a Suspended Open muocea Open Orders Order hance Ship Date eo Tots Croalecar se E Se comes E es an es Gora eal ee Ca a L a 3 The order will be displayed and you will be able see the detail of the order on BEE Tonens Secs arin Tasks Sent 7 eeu Saoerna Y Menham CS Dan ame mee masa Tan 5 pe E Tessen ose mwa se e wat A Sir roy a aime w 2 rw Sia ily Ong ow Seas dor Puch 96498 Twe Hess T Perk Deere Orsent 50 Ea we p SEEE S S E S S 32 Sysco Viewing an Invoiced Order Exercise 3 3 Objective View and Open an Invoiced Order Scenario You ve been using the eSysco online ordering system with great success but looking through your paperwork it appears that perhaps you have lost or misplaced one of your invoices You decide to call your MA to see if they can assist you but upon further examination you realize there is a feature within eSysco that will allow you to view all of your invoiced orders In the following exercise you will open up a previously invoiced order to view the detail 1 In the main heading tab of the main window select the sub heading of Invoiced to display a list of your previously invoiced orders Suspended Open IEEE Invoiced Orders AAA Ee Trunaoar a TE Eg ium a S 2 Select the invoiced ord
29. ll notify you with a message informing you of a quantity issue Below is the message box that will appear during the order process should encounter one of these situations You then have the option of keeping the item in it original quantity searching for replacement product or accepting the suggested substitute At this time there is not enough inventory in our warehouse to fil 2 your order ine 2 Shrimp Raw P amp d Tion 26 30 Bit PO into 45 are expected Tuesday March 24 2009 Keep tem PMP PDP LP AP LPP hasa because SYSCO Canada does not by default create back orders a substitute window may appear If you are comfortable with the quantity available for the product you are ordering then you would choose to keep item If you would prefer the full quantity of a substitute then you can choose the full quantity of the substituted product 25 Sysco Using the Search Function to add Items to an Order Within the eSysco is a comprehensive search tool that will allow you to find items within the SYSCO Foods Services Inventory in real time We will be looking in more detail at the full searching functionality further along in the manual but for now we will focus on the ability to find a product while you are actually creating an order Exercise 2 4 Objective Searching for an Item While in an Order Scenario You re in the process of creating an order but you can t remember or have misplaced the item nu
30. m This feature allows the user to search for products by browsing through windows tree type structure You begin by choosing a department such as dairy or meat from there you simple progress deeper into the category sub category etc For more general types of searches this is an ideal searching tool Exercise 5 2 Objective Shop for a Product Scenario You have some time on your hands and are interested in looking for products as they relate to a particular category or sub category You re not really looking for any particular product but you would like to see what all of the products are within a particular category such as Poultry The following exercise will demonstrate the Shop searching tool 1 From the main eSysco webpage click on _S2 eh heading tab Click the Shop sub heading This will take you to the Search scree Home Orders Templates Admin Transfers Switch Customer Search Shoptranced Search Search eSysco READE TASL 5 S 5 5 5 amp 51 Sysco 2 From the Shop sub heading window click on the Poultry Saaren Shop Advanced Search Shop eSysco Shop Snop esysco Hincarmospity Poultry a Chemicaiantst Bigpemor nee ae e r r A a A 3 After selecting Poultry click on Poultry Fresh Home orders Templates SESRGAVSRRB Admin Transfers Swich custome Search Shop Advanced Search Shop eSysco Snop Poultry Equipment chras mise a
31. mber of a product that you need What do you do now Call your MA close the order and start over when you find the number find an old order hoping the product number is on that order Actually you do none of the above you simply go to the search page within the eSysco system and find the product you want to order Sounds simple right It is In the next exercise we will use the search feature to add items to an order 1 Create a new order or open an order that was suspended make sure your curser is in the item number field of the new product line aa aa aides tamtama ao d mation st Set eo ao mere 4 p e ee Ca re Wot sia movi E pec ormecee TEE 4 e Son a T E TE 2 Click on the Search Shop tab at the top of the main page you will be directed to the search tab Ta i Ti a ay aes poan mnaona d mmnm cs ea Dennen fiom pme och Paha va 4 m ee Ero error 4 Terme SS 4 e o ot ONAN 1 Naa wot 26 Sysco 3 From within the Search Shop window type the name of the roduct you are searching for in the white text box and click the cach function button to the right of the text box The results of your search will appear on the screen 5007275 Mickey D s Subs amp Stuft Search eBysco NED Sm xt moa pamos nes aon Pin a comarca A MEE rere wee Se a a 4 After you have found the product that you are lookin
32. ng for Products Scenario You are interested in purchasing some products but you have some specific requirements when it comes to the size of the products and the quantity that the product is sold by Instead of just doing a regular search for the product and not seeing all of the various size and quantities eSysco has included a search tool that gives you ultimate flexibility when searching 1 From the main eSysco webpage click on 82 h 8hoP main heading tab Click the Switch to Advanced Search sub heading You will be directed to Advanced Search screen Searcn She Basie searen 2 Search eSysco 3 Daniae m a coma e 2 me Casey EE E lens Z _ _ 2 From the Advance Search screen in the brand field type Heinz and click You will be presented with all of the Heinz products 54 Sysco 3 To further streamline our search in the description field type ketchup and click You will be presented with only ketchup products from Heinz earn shop Basie searen Search eSysco Description eae rand ere Area Av Categor Fer Tss C D Hator CEED E M es emnumber __Desctaton Brand parse wea OOH Puce iso0sor Ketchup 8 Pias Foro Fl Heme 24B7EML Dy 16 BOO od Ketchup Bt Upside Down Heme 2AR7EML Oy 13t BBB fara etemup Packet Nem sm oy gae saos SSS 4 You are now interested in seeing only products that are sold in the ML size In the size field type
33. or a product This simple involves starting at a main category like Dairy and digging further into the category into cheese or perhaps butter The third and final method is an advanced search which will allow you to search by description brand area category size and history 48 Sysco Searching for Products by Description The eSysco Online Ordering System gives the user the ability to search for a product by any piece of text that is part of the product description This could be the physical name of the product or a piece of the name such as tend for tenderloin or 1000 which might represent the amount of pieces within the case Essentially if you know something about what might be in the description of the product then you can use that information to conduct a search This feature is available even when you are in the middle of an order or are creating a new template In the following exercise you will search for a product based on different pieces of the product description Exercise 5 1 Objective Search for a Product Scenarii You are in the process of researching some new dishes for your menu but you need to know if the products that you require are available from SYSCO Foods Services as well as the case size and the cost You re not really to sure how the actual product might be listed within the eSysco system but you do have the basic information about the product and that should certainly be enough to
34. owed by clicking on the nearest city to your location on the map Exercise 1 2 Objective Signing On to eSysco Scenario You have completed the registration process with your MA and he inturn has provided you with your username and password to be used for signing onto eSysco You are now ready to access the site and input your first order 1 From with your web browser type in this address http www esyscov2 ca in the address bar and press ENTER on your keyboard This will direct you to the following page Good things t come from i Sysco Sysco 2 From this screen enter your username and password and click Login You will be directed to the following page where you will see your account Select your account and click the Select Customer button to proceed Please Select Your Customer Customer _ Name Address Store Number ancerson coop cna Tas WAN ST YARNGUTH 7 007275 MioeyDs uosa Sut 458 KING ST NEW WATERFORD ae From this page you will have access to all of the features and functionality available within eSysco peasant ae ce xe rusany Lonor Emer conteo Note At this point we will begin discussing the different methods of navigating the eSysco site and defining the different tabs and features that are available within the main page kananan Sysco Navigating the eSysco Website The new and improved eSysco online order system has been
35. plates that you have created This will include the ability to see the name and creation date of the template Within the Template function window are five 5 sub function These sub functions will allow the user to Create a new template Open an existing template Print an existing template Download an existing template to Microsoft Excel Delete and existing template upWNP 11 Sysco Lists Sub The List function window is an area within eSysco that is advantageous for franchise or multi unit operations By using the List function you can create different and independent orders lists that are stored as templates but can be accessed by different users within the same company Within the List function window are four 4 sub functions These sub functions will allow you to 1 Create a new List 2 Open an existing List 3 Print an existing List 4 Download an existing List to Microsoft Excel Previous Orders Sub The Previous Orders function window will allow you to view all of your previous orders which will include the invoice number the date the order was created and the total cost of the order Within the Previous Orders function window are five 5 sub function These sub functions will allow the user to 1 Create a new template 2 Open a previous order 3 Print an previous order 4 Download a previous order to Microsoft Excel Search amp Shop Main The Search amp
36. s Susa stt 458 KING ST NEW WATERFORD a AAAANAAN This particular page will only appear if your company has multiple accounts attached to it IE You are a multi location establishment Other wise you will be directed to the main window and will bypass this selection window t the 9S main heading tab 18 Sysco 4 Click the main function button an Bieren maaa re tonne rere wiiteencinesc30 reser Losore Eyre Caner 5 From the Order Information window enter the information related to your order and click the button iate function PONumber is mainly for your own reference and is sometime used to locate previous orders at a later date Special Instructions can be used to specify special instructions regarding the delivery of your order such as Please deliver at back door PLEASE NOTE The driver is most likely the only person to see ti information and ti should not be used as a means of relayingiato to the order desk or any other SYSCO areas Separate Invoice Remember if you have orders that are going out on the same day you may want a separate invoice for each order Templates Search Shop Admin Transfers 6 You will now be directed to the main order page of eSysco 7 In the Item Number field enter the item number of the product you wish to order and press ENTER This will place you in the Case amount field 19 Sysco a Ent
37. standing order as well as the ability to enter a par value or minimum amount to be retained on hand Initial creation of a template requires minimal effort A name and a sortation order are required Sortation order can be by the simple entry order of the products alphanumeric or by category The choice is up to you Like all templates the user has the ability to change those templates at their convenience to their specification In conjunction to the creation of basic templates is also the ability to create multiple sub versions of those templates for use within multi unit operations where each operation has a slightly different order but whose invoice still goes back to the main location for billing purposes Also within the template section is a historical view of all products that have been ordered by the customer this in turn allows the customer to place an order more quickly as they do not have to search for items within eSysco live inventory list the items from history can simple be selected and will then be added to an open order Currently there is no limit to the amount of templates that can be created or stored within the eSysco system 36 Sysco Creating a New Template Creating a new template within the eSysco system is a simple straight forward process which will allow the user to save time and effort when it comes to placing their next order The following exercise will take you through the process o
38. the Open function window are four 4 sub functions These sub functions will allow the user to Create a new order Open an exiting order Print an exiting order Download an existing order to Microsoft Excel RWNPE 10 Sysco Invoiced Sub The Invoiced function window will allow you to view your individual orders which have been processed and invoiced to your account The viewable information will include such information as the invoice number shipping date PO total of the order and who it was created by Within the Invoiced function window are four 4 sub functions These sub functions will allow the user to Create a new order Open an invoiced order Print an invoiced order Download an invoiced order to Microsoft Excel Move to the next invoiced order UpWNP Templates Main The Template main page will allow the user four 5 main functions New Open Print Download and Delete these functions are by relationship available within the three sub headings on the main template page which are Templates List Previous Orders If you place standing orders on a regular basis then the template screen will provide you with a very streamlined process that will definitely save you time and money when it comes to ordering Below is a brief description of each sub heading and its functionality Templates Sub The Template function window will allow you to view the existing tem
39. the order was entered Total The extended price of the line item Price field multiplied by the Qty field 59 Sysco Index Add Items Eaches Search Deleting Insufficient Inventory Navigating Home Orders Templates y Order Status Invoiced Order Open Order Suspended Orders Creating vo Invoiced Open Suspend Suspended Searching and Shopping Advanced Search Switching Accounts Templates Deleting Downloading Lists New Template i Order Based On a Template n 40 Printing Templates Update Change 243 60
40. to complete the order process Order Information customer Number Andorson Coop C7086 500000 Please connrm the detalis fortis order Conder Bale Tracy august 20 2008 Order Complete Your order numbers 25490 snp ate Tomer Tabata Pommer iz te Seecatnsiricon Dan Paaren ont Taat tago Saarai moce C E ee e A You have now used one of your previously created templates to create an order based on that template In the following section we will discuss how to update an existing template 42 Sysco Updating Changing an Existing Template Over the course of time your templates may require some adjustments Products may be discontinued your menu or product offerings may change new products may enter the market place that you have decided you need to purchase The eSysco online ordering system allows users to easily make changes to existing templates Exercise 4 3 Objective Update Change an Existing Template Scenario You have successfully created and have been using a variety of eSysco templates to streamline your ordering process You have decided to change your product offering within your establishment and you now need to make some changes to templates by adding some new product and removing some others The next exercise will demonstrate how simple and easy it is to make changes to your existing templates 1 From the template window in eSysco select the template you would like to change and
41. w you to place your order in suspended mode allowing you to come back later and complete the order In the next exercise you will be placing an order in suspend mode and then reopen the order from suspended mode to complete the order 1 Create an order in eSysco 2 With the order window open and the detail of the order viewable click the button in the bottom left of the order window 23 Sysco w The system will ask you if you are sure you want to place the order in suspend mode Are you sure you want to suspend this order for now s Select fs and your order will be placed in suspend mode and you will be returned to the Suspended Orders page Templates Searh Snep Aamin Trarstars Such Customer Suspended open invoiced Suspended Orders Orasr rumoer sip Date ro Tosi creses ar a aaa RPT 5 To reopen a suspended order select the order and click the Open button at the bottom of the Suspended Orders page Tepe in Tne ih iver Sapo Om ina Suspended Orders row thmber Sip Osta Telesis Se e e e o l lM M 6 The order will open and you will be able to continue adding products to your order i 24 Sysco Insufficient Inventory Windows To ensure that customers using eSysco do not inadvertently order products that are either not in stock or whose quantity required exceeds the amount of inventory on hand the system wi
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